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OBIA 11G INSTALLATION GUIDE

By Naeem Akhtar Khan (naeemakhtar110@gmail.com)

MAY 17, 2013


INBOX BUSINESS TECHNOLOGICS
Islamabad, Pakistan

Table of Contents
1.

2.

3.

Overview ............................................................................................................................................... 2
1.1.

What Is Oracle Business Intelligence Applications?...................................................................... 2

1.2.

What Business Areas Are Supported in Oracle BI Applications? .................................................. 2

1.3.

Enterprise Resource Planning Analytics........................................................................................ 2

1.4.

Oracle BI Applications Component Descriptions .......................................................................... 5

1.5.

What Is the Oracle BI Applications Product Lifecycle? ................................................................. 7

1.6.

Oracle BI Applications Roadmap ................................................................................................... 9

Installing Prerequisites for Oracle BI Applications .............................................................................. 10


2.1.

Recommendations for Oracle Business Analytics Warehouse Databases.................................. 10

2.2.

Using Oracle Template Files ........................................................................................................ 10

2.3.

Hardware Requirements ............................................................................................................. 11

2.4.

Installing Oracle Database for data warehouse. ......................................................................... 11

2.5.

Installing Latest version of JDK.................................................................................................... 11

2.6.

Installing Oracle WebLogic Server .............................................................................................. 11

2.7.

Running Fusion Middleware RCU ............................................................................................... 12

2.8.

Installing Oracle Business Intelligence Enterprise Edition 11g ................................................... 18

2.9.

Installing Oracle Data Integrator (ODI) ....................................................................................... 23

Installing and Configuring Oracle BI Applications ............................................................................... 33


3.1.

Creating Database Instances for Schemas and Repositories ...................................................... 33

3.2.

Creating Schemas Using Business Analytics Applications Suite RCU .......................................... 34

3.3.

Installing Oracle BI Applications.................................................................................................. 47

3.4.

Applying Platform Patches .......................................................................................................... 53

1. Overview
1.1. What Is Oracle Business Intelligence Applications?
Oracle BI Applications is a suite of prebuilt business intelligence solutions that deliver
role-based intelligence. Oracle BI Applications support prebuilt aggregation and analysis
of information from a variety of transactional applications, including Oracle E-Business
Suite, Oracle Siebel, PeopleSoft, JD Edwards EnterpriseOne, as well as non-Oracle
applications. These transactional applications are referred to source systems, because
they provide the underlying data that source analyses.

1.2. What Business Areas Are Supported in Oracle BI Applications?


Oracle Business Intelligence Applications are offered in these areas: Enterprise Resource
Planning Analytics (ERP Analytics) and Customer Relationship Management (CRM
Analytics) Analytics.

1.3. Enterprise Resource Planning Analytics


Enterprise Resource Planning (ERP) systems provide an integrated set of applications to
make information available across an organization throughout all of its business areas
and externally to its stake holders.
1.3.1. Oracle Financial Analytics
Oracle Financial Analytics includes the following modules:

General Ledger
Profitability
Accounts Payable
Accounts Receivable
Fixed Assets
Employee Expenses
Budgetary Control
1.3.2. Oracle Human Resources Analytics

Oracle Human Resources Analytics includes the following modules:

Workforce Effectiveness
Workforce Deployment
Workforce Gains and Losses
Compensation

Absence and Leave Accrual


Payroll
Recruitment
Learning
Time and Labor
1.3.3. Oracle Manufacturing Analytics

Oracle Manufacturing Analytics includes the following modules:

Planning
Manufacturing Execution
Quality
Production Costing
Inventory
1.3.4. Oracle Procurement and Spend Analytics

Oracle Procurement and Spend Analytics includes the following modules:

Spend Analyzer
Supplier Performance
Sourcing
Procurement Performance
Employee Expenses
1.3.5. Oracle Project Analytics

Oracle Project Analytics includes the following modules:

Budgets
Cost
Commitments
Billing
Funding
Contracts
Revenue
Forecast
Resource Management
GL Reconciliation
Cross Charges

1.3.6. Oracle Supply Chain and Order Management Analytics


Oracle Supply Chain and Order Management Analytics includes the following modules:

Order Management
Order Fulfillment
Inventory and Logistics
Costing (for Oracle E-Business Suite only)
1.3.7. Oracle Student Information Analytics

Oracle Student Information Analytics includes the following modules:

Admissions and Recruiting


Student Records
Student Financials

1.4. Oracle BI Applications Component Descriptions


1.4.1. Source Systems
Source systems include Oracle Fusion Applications, Oracle E-Business Suite Applications,
Oracle's Siebel Applications, Oracle's PeopleSoft Applications, Oracle's JD Edwards
Applications, and non-Oracle systems. Their Online Transactional Processing (OLTP)
databases hold the source data for ETL into the Oracle Business Analytics Warehouse.
1.4.2. Oracle Business Intelligence Enterprise Edition
Oracle Business Intelligence Enterprise Edition (Oracle BI EE) is a business intelligence
platform that is used to access and present data in easy-to-understand formats, such as
tables and graphs. Oracle BI Applications is built on the Oracle BI EE platform to deliver
targeted information about your organization's data with Oracle BI EE's dashboards,
reports, graphs, scorecards, and analyses.
1.4.3. Oracle Business Analytics Warehouse
The Oracle Business Analytics Warehouse is a modular enterprise-wide data warehouse
data model with conformed dimensions for data integrated from multiple sources.
The Oracle Business Analytics Warehouse supports the analytical requirements of Oracle
Business Intelligence Applications, including:

A universal data warehouse design that enables you to integrate data from
different source systems.
Multiple instance support that enables you to use one data warehouse deployment
for multiple source system instances.
Conformed dimensions that enables you to view the data from different subject
areas.

The Oracle Business Analytics Warehouse is supported only on the Oracle database.
1.4.4. Oracle BI Applications Configuration Manager and Functional Setup Manager
Oracle BI Applications Configuration Manager is a web application for setting up and
maintaining an Oracle Business Intelligence Applications environment. Oracle BI
Applications Configuration Manager works in conjunction with Functional Setup Manager
to provide guided Tasks to configure Offerings and Functional Areas.
Functional Setup Manager enables you to manage and perform functional configuration
tasks for configuring Offerings. You use Functional Setup Manager to deploy the Offering
and Functional Areas. Functional Setup Manager generates a list of configuration tasks

for the deployed areas, which you can assign to different functional developers and
monitor the implementation status.
1.4.5. Oracle Data Integrator
Oracle BI Applications uses Oracle Data Integrator (ODI) as its data integration platform.
ODI is a comprehensive, unified ETL tool for building, deploying, and managing complex
data warehouses. ODI performs high-volume, high performance batch and real-time
loads, as well as data validation.
In an Oracle BI Applications environment, ODI works in conjunction with Oracle BI
Applications Configuration Manager, which provides a user interface for managing load
plans as well as access to ODI Console, the web-based console that enables you to view
objects in the ODI repository.
1.4.6. Oracle GoldenGate
Oracle BI Applications can optionally leverage Oracle GoldenGate. Oracle GoldenGate is
a data replication tool leveraged to create a replicated OLTP schema or schemas, facilitate
change data capture, and aid in ETL and transactional system performance. It provides
an OLTP mirrored schema on the Oracle Business Analytics Warehouse database instance
using replication. This replicated Source-Dependent Schema is then used as a source
during ETL
Oracle GoldenGate provides less network Input/output (I/O) during ETL because the
source data for extract is in the same physical instance/machine as the Oracle Business
Analytics Warehouse target tables. It can also shorten the length of time that ETL takes
by minimizing the impact to the OLTP database.

1.5. What Is the Oracle BI Applications Product Lifecycle?


This section provides information about the product lifecycle after you have purchased Oracle BI
Applications for your organization. A typical product lifecycle consists of the following process,
some of which may happen concurrently.

1.5.1. Installing Pre-Requisites and Oracle BI Applications


Before installing Oracle BI Applications, you will want to review the Oracle BI Applications
Installation Guide and ensure that you have completed all of the pre-requisite steps.
You install Oracle Business Intelligence Enterprise Edition platform and Oracle Data
Integrator. Then, you install Oracle Business Intelligence Applications as described in the
Oracle Business Intelligence Applications Installation guide. This guide includes topics and
instructions on pre-installation and deployment requirements, installing repositories, and
installing Oracle BI Applications.
1.5.2. Configuring Oracle BI Applications
After you have installed Oracle Business Intelligence Applications, you perform a
functional configurations for each of the applications that you want to use.
Oracle BI Applications configuration involves Oracle BI Applications Configuration
Manager and Oracle BI Applications Functional Setup Manager. These web applications
help you to perform functional configurations, including creating an implementation
project, assigning tasks, running the domain ETL, and setting up your functional
configuration data.
Some of the tasks that you perform include specifying the Initial Extract Date, calendar
type, and currency types. These processes are described in the Oracle Business
Intelligence Applications Configuration Guide.
1.5.3. Performing a Full Load of Your Transactional Data into Warehouse.
After you have configured your load plan and your functional configuration data you
perform a full load of your data into the Oracle Business Analytics Warehouse.
1.5.4. Testing Your Oracle BI Applications Deployment and Moving to Production
You test your Oracle BI Applications deployment in a pre-production environment with
users who are preparing Oracle BI Applications for use by others. During this phase, you
continue to customize the deployment based on user feedback and any encountered
issues.

1.5.5. Running Regular or Daily ETL with Oracle BI Applications


After your Oracle BI Applications deployment is running, you will run periodic ETL on
changed data from your transactional database into your Oracle Business Analytics
Warehouse. Oracle BI Applications has two ETL modes: full load and incremental load.

Full Load
During a full load, all records are extracted from tables that are sources for
dimension tables and all records created after an 'Initial Extract Date' from tables
that are sources for fact tables. The Initial Extract Date value is a configurable
value and is set for each data source in the Oracle BI Applications Configuration
Manager.

Incremental Load
During an incremental load, Oracle BI Applications extracts records that have
changed or were created after a 'Last Extract Date'. This is done by comparing the
Last Extract Date value to a Last Updated Date (or LUD) type column in the source
table. If the source table does not have such a column, Oracle BI Applications
extract all records from that table.
1.5.6. Patching Oracle BI Applications

Patching involves copying a small collection of files over an existing installation. A patch
is normally associated with a particular version of an Oracle product and involves updating
from one minor version of the same product, or applying an interim patch to resolve a
specific issue. to a newer minor version of the same product. An Oracle BI Applications
patch can include bug fixes, metadata, and binary file updates.
1.5.7. Administering Oracle BI Applications
Administering Oracle BI Applications includes customizing Oracle Business Analytics
Warehouse, managing language support, configuring Oracle BI Applications for
deployment in additional languages, and managing Oracle GoldenGate and source
dependent schemas.

1.6. Oracle BI Applications Roadmap


The process of installing and configuring Oracle BI Applications and Indirect Spend
Planning includes the following high-level steps:
1. Review the "System Requirements and Supported Platforms," for Oracle Business
Intelligence Applications release 11.1.1.7.1
2. Review pre-installation and deployment requirements.
3. Install prerequisites:
o Oracle Business Intelligence Enterprise Edition:
Software Only Install mode requires WebLogic Server 10.3.6 as a
prerequisite.
Enterprise Install mode installs WebLogic Server 10.3.5. You must
upgrade to WebLogic Server 10.3.6 after installation of Oracle BI
Applications is complete.
o Oracle Data Integrator.
o Oracle SOA (required only for Indirect Spend Planning).
4. Create schemas for Oracle BI Applications and Indirect Spend Planning.
In this step you run the Business Analytics Applications Suite Repository Creation
Utility (RCU) to create the necessary schemas for Oracle BI Applications and
Indirect Spend Planning.
5. Install Oracle BI Applications and Indirect Spend Planning.
In this step you run the Business Analytics Applications Suite installer to install the
binary files for Oracle BI Applications and Indirect Spend Planning.
6. Apply Fusion Middleware Platform Patches.
7. Configure Oracle Business Intelligence.
This step is the configuration phase of the installation process. You perform this
step if you installed Oracle BI EE in Software Only Install mode. In this step you
configure Oracle Business Intelligence with the configuration script.
8. Configure BI Applications and Indirect Spend Planning.
This step is the configuration phase of the installation process. In this step you
configure Oracle Business Intelligence Applications and Indirect Spend Planning
with the configuration script.
9. Apply post-installation patches.
10. Perform system setup tasks.

2. Installing Prerequisites for Oracle BI Applications


2.1. Recommendations for Oracle Business Analytics Warehouse Databases
The following guidelines will help you set up the data warehouse physical database for
performance and growth:

Allocate around 50 to 70 percent of the total available server memory to the


database, assuming no other application is running on the same server.
At a minimum, separate the data and index tablespaces. Create more tablespaces
to separate heavily used tables and their indexes.
Oracle recommends using 8k block size for Oracle warehouses. For more
information about block size and Oracle databases, see the Oracle Database 11g
Documentation Library on Oracle Technology Network.
If you are using multiple disk storage systems, stripe the tablespace containers
and files across as many disks as possible.
Raw devices for tablespaces provide better performance as compared to cooked
file systems.
RAID-5 is known to give a good balance of performance and availability.

2.2. Using Oracle Template Files


To configure the Business Analytics Data Warehouse on Oracle databases more easily,
refer
to
the
parameter
template
file
init11gR2_template.ora
file
or
init11gR2_Exadata_template.ora, which are stored in \<BI_Oracle_Home>\biapps\etl.
The parameter template file provides parameter guidelines based on the cost-based
optimizer for Oracle 11gR2. Use these guidelines as a starting point. You will need to
make changes based on your specific database sizes, data shape, server size (CPU and
memory), and type of storage. The database administrator should make changes to the
settings based on performance monitoring and tuning.
Copy the appropriate template file into your <ORACLE_HOME>/dbs directory. Then,
review the recommendations in the template file, and make the changes based on your
specific database configuration. The database administrator should make changes to the
settings based on performance monitoring and tuning considerations.

2.3. Hardware Requirements


The hardware requirements for Oracle BI Applications and Indirect Spend Planning are
as follows:

8 GB of free memory for run-time requirements.


35 GB free disk space to run the Business Analytics Applications Suite installer.
This disk space will be released after the installer finishes.

2.4. Installing Oracle Database for data warehouse.


Install oracle database by selecting install type as advanced and database type as Data
warehousing

2.5. Installing Latest version of JDK


Go to below URL, download relevant JDK and install it.
http://www.oracle.com/technetwork/java/javase/downloads/index.html

2.6. Installing Oracle WebLogic Server


Oracle BI Applications requires WebLogic Server 11g Release 1 (10.3.6).
To install WebLogic server open cmd/terminal, go to the directory where you have
downloaded generic version of WebLogic and enter command as below.
Java -Xmx1024m -jar wls1036_generic.jar

If above command doesnt work then make sure java version is working

Follow on screen steps and complete the installation of WebLogic. Provide jdk path if
required. Dont configure the WebLogic at this time.

2.7. Running Fusion Middleware RCU


Before installing Oracle Business Intelligence Enterprise Edition and Oracle SOA, you must
run the Fusion Middleware Repository Creation Utility (RCU) to create the necessary
schemas. In the Select Components screen of the RCU, make sure you select the options
to install the following schemas:

Metadata Services (appears under AS Common Schemas)


Make a note of the Metadata Services schema owner name and password. You will
need these values when you run the configApps.bat or configApps.sh file to set up
Oracle BI Applications.

Business Intelligence Platform (appears under Oracle Business Intelligence)

Caution:
Do not select the option to install the Oracle Data Integrator schema. You will install an
Oracle BI Applications-specific ODI schema when you run the Business Analytics
Applications Suite RCU.

If you are deploying Indirect Spend Planning in addition to Oracle BI Applications, you
must select the options to install the following schemas:

SOA Infrastructure
User Messaging Service
Make a note of these schema owner names and passwords. You will need these
values when you run the configApps.bat or configApps.sh file to set up Oracle BI
Applications.

To start the setup of RCU open rcu.bat available in the bin directory and follow on screen
instructions.

Provide database details where OBIEE repository will reside.

Just select Oracle Business Intelligence and rest of the required things will automatically
be selected.

Enter the password for metadata schemas and follow the instructions on the screen to
complete the setup.

Create Repository and finish

2.8. Installing Oracle Business Intelligence Enterprise Edition 11g


Oracle BI Applications requires an installation of Oracle Business Intelligence Enterprise
Edition 11g deployed on WebLogic Server 10.3.6. WebLogic Server 10.3.5 is not
supported.
When you run the Oracle Business Intelligence 11g installer, you can select either the
Software Only Install or Enterprise Install option. If you select the Software Only Install
option, then you must install WebLogic Server 10.3.6 before running the Oracle BI EE
installer. If you select the Enterprise Install option, WebLogic Server 10.3.5 is
automatically installed. You must then upgrade to WebLogic Server 10.3.6 after the
Oracle BI Applications installation is complete.
For instructions on installing WebLogic Server, see Oracle Fusion Middleware Installation
Guide for Oracle WebLogic Server.
Note the following points:

Oracle BI EE must be deployed on WebLogic. Websphere is not supported for


Oracle BI Applications.
The BI Domain should not be extended before running the Business Analytics
Applications Suite installer.
Installing Oracle BI EE using the Simple Install mode is not supported.
Installing Oracle BI EE on Windows 32-bit and Linux 32-bit is not supported for
Oracle BI Applications.
If you are installing Oracle BI EE in Enterprise Install mode, on the Configure
Components screen select:
o Business Intelligence Enterprise Edition.
Business Intelligence Publisher will be automatically selected.
o
o

Real-Time Decisions.
Essbase Suite.

Start the setup by opening setup.exe from Disk1.

Press next and skip software updates.

Select software only install if you have already installed WebLogic 10.3.6 or later.

Provide the path where WebLogic is already installed, then next, next and press install

Press next when setup finish.

Click Finish

2.9. Installing Oracle Data Integrator (ODI)


Oracle BI Applications requires an installation of ODI 11g.
Note the following points:

On the ODI installer Welcome screen, ignore the message regarding creation of
the ODI Repository. You will create the ODI Repository for Oracle BI Applications
later when you run the Business Analytics Applications Suite RCU.
On the Select Installation Type screen, select all the components under Java EE
Installation that is, Java EE Agent, ODI Console, and Public Web Service.
On the Specify Installation Locations screen, enter the Middleware Home where
Oracle BI EE is installed. Note: The installation of ODI in other locations is not
supported for BI Applications.
If you choose to install ODI Studio, then on the Repository Configuration screen,
you must select the Skip Repository Configuration option.

The ODI installer is a generic installer. To launch the installer, use one of the following
commands:
Platform

Command

Windows

setup.exe -jreLoc <location of jdk 1.6.0 or higher>

Where <location
bin folder.
For example:

of jdk 1.6.0 or higher>

is the directory that contains the

setup.exe -jreLoc C:\Progra~1\Java\jdk1.7.0_21\

UNIX
Linux

and

./runInstaller -jreLoc <location of jdk 1.6.0 or higher ending with />

Screen Print on next page.

Start the setup

Press next, then skip software updates then again press next.

Select all and press next.

Provide Middleware home location and press next and again next.

Skip Configuration of repositories and press next

Provide Agent Name and port as below.

Press Install

Press Next

Press Finish.

3. Installing and Configuring Oracle BI Applications


This section will provides instructions for installing and configuring Oracle BI Applications.

3.1. Creating Database Instances for Schemas and Repositories


Before you run the Business Analytics Applications Suite RCU and installer, you must
install database instances to hold the following:

Business Analytics Warehouse schema.


Oracle BI Applications Components Repository (for Configuration Manager and
Functional Setup Manager).
ODI Repository for Oracle BI Applications (includes Master and Work repositories).
Operational Planning schema (only required if Indirect Spend Planning will be
deployed).

In my case, I am using one Oracle database for all components which is already installed.
Note the following points:

For this release of Oracle BI Applications, the Business Analytics Warehouse is


supported only on Oracle Database.
The Oracle BI Applications Components Repository and ODI Repository for BI
Applications are supported only on Oracle Database.

The Business Analytics Warehouse, BI Applications Components Repository, and


ODI Repository can be installed on different database servers.
The ODI Master and Work repositories are installed into the same schema.

3.2. Creating Schemas Using Business Analytics Applications Suite RCU


You need to run the Business Analytics Applications Suite RCU to create schemas for the
following components:

Oracle Business Analytics Warehouse


Oracle Business Applications Components
ODI Repository for Oracle BI Applications
Oracle Operational Planning (only required for Indirect Spend Planning
deployments)

Before you run the Business Analytics Applications Suite RCU, note the following points:

On Windows machines, make sure that you unzip the rcuHomeBIApps.zip file into
a directory that does not have spaces in the directory path.
The RCU uses .dmp files to create the required schemas. You must copy the .dmp
files for each schema to a directory with global write access on the appropriate
database server machines. (RCU writes log files to this directory.) The .dmp files
are located in BIA_RCU_HOME/rcu/integration/biapps/schema.
To create schemas with RCU on Oracle databases, you must possess the DBA
privilege and be logged in as SYSDBA (for example, as user SYS, with the SYSDBA role
selected).
If you are creating schemas on different databases, then you will need to run RCU
multiple times, once for each database connections, because the database
connections are different for the different database servers.

To create the Oracle BI Applications and Operational Planning schemas using


the Business Analytics Applications Suite RCU:
1. Access the bin directory in the
2. Start RCU, as follows:
o UNIX:
./rcu

Windows:
rcu.bat

BIA_RCU_HOME.

3. On the Welcome screen, click Next.

4. On the Create Repository screen, select Create, and then click Next.

5. On the Database Connection Details screen, specify the connection details for the
database in which you want to store the schemas. Note that you must possess the
DBA privilege and be logged in as SYSDBA (for example, as user SYS).
Specify the following database connection details:
Field Name

Action

Database
Type

Select Oracle Database.


Other database types are not supported in this release.

Host Name

Specify the fully qualified host name of the machine hosting the database. For
example,machine12345.example.com

Port

Specify the port number over which the database communicates. The default port
number for an Oracle database is 1521.

Service
Name

Specify the service name for the database. Typically, the service name is the same
as the global database name.

Username

Specify the user name for the database. The default user name is SYS. The user
must have DBA or SYSDBA privileges.

Password

Specify the password for the username specified in the Username field.

Role

Select SYSDBA.

6. Click Next to display the Select Components screen.


7. On the Select Components screen, near the top of the dialog, select Create a
new Prefix.
The default prefix is

DEV.

You can change the prefix.

RCU automatically creates the schema owner (schema name) in the


format prefix_schemaname.
Select the following options:
Schema Option

Default Schema Owner

Oracle
Business <prefix>_DW (required for all deployments).
Analytics
Warehouse
Oracle
Business <prefix>_BIACOMP (required for all deployments).
Applications
When you select the BI Applications Components Repository
Components
(BIACOMP), RCU will create an additional schema, named BIACM_IO.
Do not modify or delete this schema. It is required for metadata access by
the different Oracle BI Applications components.
Oracle
Integrator
and
Repository
Operational
Planning

Data <prefix>_BIA_ODIREPO (required for all deployments).


Master
Work
<prefix>_OPL (required only for Indirect Spend Planning deployments).

8. Click Next to display the Schema Passwords screen.

9. On the Schema Passwords screen, specify and confirm a password for the
schemas, then click Next to proceed to the Custom Variables screen.
Note:
The RCU uses .dmp files to create the required schemas. Before you perform the
action in the Custom Variables screen, you must copy the .dmp files for each
schema to a directory with global write access on the appropriate database server
host machine. (RCU writes log files to this directory). The .dmp files are located in
BIA_RCU_HOME\rcu\integration\biapps\schema.

10. On the Value field in the Custom Variables screen, for each schema enter the
directory path of the folder on the database server that contains the .dmp file.
Note: Do not include the name of the .dmp file in the directory path. In my case
all paths will be same as I am installing all components on the same machine.
Click Next to proceed to the Map Tablespaces screen.

11. The Map Tablespaces screen displays the default and temporary tablespaces for
the schemas. On this screen, do the following:
a.
Leave the default values for Default Tablespace and Temp Tablespace for each
schema. Dont click next yet.

b.
Set the temporary tablespace size for the data warehouse tablespaces according
to the values in the table below:
- Click Manage Tablespaces.
- In the left-side navigation panel, select the appropriate tablespace name.
- In the main window, select the tablespace name under the Datafiles
heading.
- Click the Edit icon to display the Datafile dialog.
- In the Edit Datafile dialog, set the temporary tablespace size according to
the table below for each tablespace.
Tablespace

Value

<prefix>_DW_DATA

Size: 20 GB
Maximum Size: Unlimited
Leave the remaining default values.

<prefix>_DW_IDX

Size: 5 GB
Maximum Size: Unlimited
Leave the remaining default values.

<prefix>_DW_STG

Size: 10 GB
Maximum Size: Unlimited
Leave the remaining default values.

<prefix>_DW_TEMP

Size: 15 GB
Maximum Size: Unlimited
Leave the remaining default values.

Screen print on next page.

12. Click OK to exit the Edit Datafile dialog. Then, click Next in the Map Tablespaces
screen, and click OK in the message dialog to create the tablespaces for the
schemas. This might take some time.

13. On the Summary screen, click Create to start the schema creation process.
When the schemas are created with no errors, the Completion Summary screen is
displayed.
14. On the Completion Summary screen, click Close.

3.3. Installing Oracle BI Applications


Run the Business Analytics Applications Suite installer to install Oracle BI Applications and
Indirect Spend Planning. This installer runs in software only mode. You must run the
Business Analytics Applications Suite installer on the machine where you ran the Oracle
BI EE installer. All files are installed to disk in the Oracle Home for BI directory. Note that
you will perform post-installation steps to configure Oracle BI Applications and Indirect
Spend Planning in a later procedure.
Prerequisite to Running the Business Analytics Applications Suite Installer
Make sure you have met the following prerequisites before you run the Business Analytics
Applications Suite installer:

The Business Analytics Applications Suite installer is a generic installer, which


requires JDK 1.6.0_29 or higher or JRockit-JDK 1.6.0_29 or higher to be installed.
35 GB free disk space is required to run the Business Analytics Applications Suite
installer. This disk space will be released after the installer finishes.

To run the Business Analytics Applications Suite installer:


1. Launch the Business Analytics Applications Suite installer by entering the following
in Disk1 Directory.
The Business Analytics Applications Suite installer displays the Welcome screen.
Platform

Command

Windows

In a command prompt:
setup.exe -jreLoc <Drive:\...\jdk location>

Where jdk location is the directory that contains the bin folder.
For example:
setup.exe -jreLoc C:\Progra~1\Java\jdk1.7.0_21

UNIX and Linux

./runInstaller -jreLoc <jdk location>

Note: If you are running the installer on a Linux machine that does not have the
file /etc/oraInst.loc, the Specify Inventory Location screen will display.

2. Click Next to display the Prerequisite Checks screen.


This screen analyzes the host computer to ensure that specific operating system
prerequisites have been met. If any of the prerequisite checks fail, then an error
message appears in the bottom portion of the screen. Fix the error and
click Retry to try again.
If you want to ignore the error or warning messages and continue with the
installation, click Continue. Click Abort to stop prerequisite checking for all
components.

3. Click Next to display the Specify Installation Location screen.


4. In the Specify Installation Location screen, specify the details of the Oracle BI EE
installation.
Field

Action

Oracle
Middleware
Home

Specify the path to the directory for an existing Oracle Middleware home where
Oracle BI EE has been installed.
If you do not know the location of the directory, click Browse to locate the
directory on your system.

Oracle Home Specify the Oracle Home for BI, for example, Oracle_BI1. Do not specify
Directory
any other Oracle home or choose to create a new one. The Oracle Home for
BI directory is where the software binary files for Oracle BI Applications and
Operational Planning Applications will be installed.

5. If you are installing on a Windows operating system, make sure that the directory
paths are valid and do not contain double backslashes (\\).
6. Click Next to display the Summary screen.
7. In the Summary screen, review the summary information, and click Next to start
the installation.

The installer installs the Oracle BI Applications folders and files in the Oracle Home
for BI directory.
Note:
Even when the progress bar on the installer reports 100% complete, you must
wait until the Finish button is displayed.

8. Click Next & Finish.

3.4. Applying Platform Patches


The previous step installed the Oracle Business Intelligence Applications software, and
now you need to apply various patches to it and the other components you installed
earlier on. Oracle have supplied a script that uses the 7-zip archive utility you downloaded
earlier on to apply the patches, and this script uses a parameter file that allows you to
specify where the patch files are located. Before you start the patching process though,
shut down all of your BI-related products by selecting Start > All Programs > Oracle
Business Intelligence > Stop BI Services, and use the Windows Services applet to stop
the Node Manager and Oracle Process Manager services, if they are running.
To prepare the parameter file for the patching utility, use a text editor such as WordPad
or Notepad to edit
/u01/Middleware/Oracle_BI1/biapps/tools/bin/apply_patches_import.txt
And edit the entries so that they read as follows:
# Required - Java home
JAVA_HOME=/u01/Middleware/Oracle_BI1/jdk
# Required - Inventory Location
INVENTORY_LOC=/home/oracle/oraInventory
ORACLE_HOME=/u01/Middleware/Oracle_BI1
MW_HOME=/u01/Middleware
COMMON_ORACLE_HOME=/u01/Middleware/oracle_common
WL_HOME=/u01/Middleware/wlserver_10.3
SOA_HOME=/u01/Middleware/Oracle_SOA1
ODI_HOME=/u01/Middleware/Oracle_ODI1
# Required - An existing writable directory to create logs and temp patch files
WORKDIR=/home/oracle/oraInventory
# Required - Path of patch directory till the release patch-set folder which is inside
patches4fa/dist.
# i;e the patch-set folder for a particular release to apply patch from
# eg; /scratch/aime/tmp/ps1/biappsshiphome/patches4fa/dist/ps6rc3
PATCH_ROOT_DIR=/u01/setups/biapps_generic_patch

For Windows do below step.


Then, with the same text editor application, open the APPLY_PATCHES.pl file in the
same directory and modify the following lines within the download_patch routine, from
the default:

$DOWNLOAD_EXE = "\"C:${DIRSEP}Program
Files${DIRSEP}WinZip${DIRSEP}wzunzip.exe\" -ybc -d";
$cmd = "$DOWNLOAD_EXE $_[0] $PATCHES_HOME";

So that it now reads:

$DOWNLOAD_EXE = "\"C:${DIRSEP}Program Files${DIRSEP}7-Zip${DIRSEP}7z.exe\"";


$cmd = "$DOWNLOAD_EXE x $_[0] -o$PATCHES_HOME";

Then, from the Windows Command prompt type in the following to run the patch
installer script:

cd /u01/Middleware/Oracle_BI1/biapps/tools/bin
perl APPLY_PATCHES.pl apply_patches_import.txt

Once the script completes, check the resulting output which should look similar to this:

----------START OF PATCHING REPORT------------------

* BIAPPSSHIPHOME Patching Report ..........


Patch Succeded: fsclite_rel7mlr2_16424872.zip
Patch Succeded: BISHIPHOME_11_1_1_7_0_GENERIC_130409_1210_16492220.zip
Patch Succeded: atglite_rel7mlr5A_database_16239380.zip
Patch Succeded: atglite_rel7mlr5_16480022.zip

Patch Succeded: fsmlitedb_rel7mlr2_16424869.zip


Patch Succeded: fsmlite_rel7mlr2_16424870.zip
Patch Succeded:
BISERVER_11_1_1_7_0_WINDOWS_X64_130326_2045_4_16583998.zip
Patch Succeded: BIFNDN_11_1_1_7_0_WINDOWS_X64_130322_1000_5_16462147.zip

* Oracle Common Patching Report ..........


Patch Succeded: p16433147_111170_Generic.zip
Patch Succeded: p16080773_111170_Generic.zip
Patch Succeded: Webservices_Patch-3-PS6RC3_bug-16487786.zip
Patch Succeded: p16433036_111170_Generic.zip
Patch Succeded: JDEVADF_REL7MLR10-RT_16525527.zip
Patch Succeded: WebCenter_BP1REL7RC3_16311963.zip
Patch Succeded: fmw_diagnostics_14757820_2.zip
Patch Succeded: SOACOMMON_REL7B8_16438735.zip
* SOA Patching Report ..........
Not applying SOA Patches since SOA Home (SOA_HOME) value is not specified
* ODI Patching Report ..........
Patch Succeded: p16629917_111170_Generic.zip

* Weblogic Patching Report ..........

----------END OF PATCHING REPORT------------------

Note that no Weblogic patches will be applied in this step, as they only apply to
WebLogic Server 10.3.6 (to which you will upgrade later on in this process) and Oracle
no longer require these patches to be applied.

3.5. Configuring Oracle Business Intelligence


You configure the BI Domain by running the config.bat or config.sh file. You need to
perform this procedure if you installed Oracle BI EE in Software Only Install mode.
Note: If you installed Oracle BI EE in Enterprise Install mode, you do not have to
perform this procedure.
The config.bat and config.sh files are located in <BI_Oracle_Home>/bin.
When running the config.bat file (or config.sh on Linux/UNIX), do the following:

On the Create or Scale Out BI System screen, select Create New BI System.
For information about the options in this screen, see Section A.4, "Create, Scale
Out, or Extend BI System," in Oracle Business Intelligence Suite Enterprise
Edition Installation and Upgrade Guide.

On the Configure Components screen, select the following options:


o Business Intelligence Enterprise Edition.
Business Intelligence Publisher will be automatically selected.
o
o

Real-Time Decisions.
Essbase Suite.

Note: Do not scale out the BI Domain.


Screen are on next pages.

Open config.bat

Press next on configuration wizard.

Select Create BI System, Provide details and next.

Dont change anything and press next.

Select all components, Press next.

Provide schema details as created earlier in RCU.


Make sure tnsnames.ora file present in (:\Oracle\Middleware\Oracle_BI1\network\admin
Or TNS_ADMIN is set where tnsnames.ora file is present.

Similarly for second schema and then again press next of autoport configuration.

Skip software updates, Press next, and then press configure. Click finish when done.

3.6. Configuring Oracle BI Applications and Indirect Spend Planning


You run the configApps.bat or configApps.sh file to extend the BI Domain to deploy
Oracle BI Applications and Indirect Spend Planning, and to configure the components.
During this phase, the following key configurations occur:

Oracle BI Applications Configuration Manager, Functional Setup Manager, ODI


Java EE Agent, ODI Console, and Load Plan Generator are deployed into
WebLogic Server.
Component wiring is performed.
A BI Applications Administrator User (with full access to Configuration Manager
and access to ODI with the Supervisor role) is created in WebLogic Server
embedded LDAP.

The configApps.bat and configApps.sh files are located in <BI_Oracle_Home>/bin.


To configure components by running the configApps.bat or configApps.sh
file:
Start the configuration utility from the bin directory in the
name is Oracle_BI1), based on the operating system:
UNIX commands:
cd BI_Oracle_Home/bin
./configApps.sh

Windows commands:
cd BI_Oracle_Home\bin
configApps.bat

BI_Oracle_Home

(default folder

On the Welcome screen, click Next. And next again on pre-req screen.

On the Extend BI Domain screen, specify the following:


Field

Description

Host Name

The host name of the computer on which the WebLogic Server domain exists.
This field is read-only.

Port

Specify the port number over which the WebLogic Server domain
communicates. The default is 7001.

User Name

Specify the user name for logging into the WebLogic Server.

User
Password

Specify the password for logging into the WebLogic Server.

Keep the locations as default and press next.

Select as below and press next. (If you are interested in ISP and selected ISP in prior installations then
choose this option too)

Enter Repository Password and Press next. (Write down the password or remember it for later use)

On the BI Applications Administrator User screen, specify the following:


Field

Description

Username

Specify a username for the Oracle BI Applications Administrator.

Password

Specify a password for the Oracle BI Applications Administrator.

Confirm Password

Confirm the password.

Note these credentials because this user will be used to perform system setups and is the
user that is used for communications between the Oracle BI Applications Configuration
Manager and ODI. This user has full access privileges in Configuration Manager and
access to ODI with the Supervisor role.

On the MDS Schema screen, specify the following:


Field

Description

Database Type

The type of database that hosts the MDS schema. The only supported
database type is Oracle.

Connect String

The connect string used to access the MDS schema.

MDS Schema
Username

The schema name for the MDS schema.

MDS Schema
Password

The password for the MDS schema.

On the BI Applications Components Repository Schema screen, specify the following:


Field

Description

Database Type

Select the type of database that hosts the Oracle BI Applications


Components Repository schema. The only supported database type
is Oracle.

Connect String

Specify the connect string used to access the Oracle BI Applications


Components Repository schema.
Use the format:
host:port:service_name

BIA Components
Repository Schema
Username

Specify the schema name for the Oracle BI Applications


Components Repository schema.

BIA Components
Repository Schema
Password

Specify the password for the Oracle BI Applications Components


Repository schema.

On the Business Analytics Warehouse Schema screen, specify the following:


Field

Description

Database Type

Specify the type of database that hosts the Business Analytics


Warehouse schema. The only supported database type is Oracle.

Connect String

Specify the connect string used to access the Business Analytics


Warehouse schema.
Use the format:
host:port:service_name

Business Analytics
Warehouse Schema
Username

Specify the schema name for the Business Analytics Warehouse


schema.

Business Analytics
Warehouse Schema
Password

Specify the password for the Business Analytics Warehouse


schema.

On the BI Applications ODI Repository Schema screen, specify the following:


Field

Description

Database Type

Specify the type of database that hosts the ODI Repository schema.
The only supported database type is Oracle.

Connect String

Specify the connect string used to access the ODI Repository schema.
Use the format:
host:port:service_name

ODI Repository
Schema Username

Specify the schema name for the ODI Repository schema.

ODI Repository
Schema Password

Specify the password for the ODI Repository schema.

Select Auto Port Configuration and press next

Click Configure