Oracle Server Setup Guide for Business
Objects Planning




                       Business Objects Planning XI
Patents        Business Objects owns the following U.S. patents, which may cover products that are offered
               ...
Contents
 Chapter 1   Introduction                                                                                        ...
Contents




 Appendix B    Business Objects Information Resources                                                        ...
Oracle Server Setup Guide for Business Objects Planning


Introduction




                                               ...
1   Introduction
    About this guide



    About this guide
                       This document provides information ne...
Oracle Server Setup Guide for Business Objects Planning


Configuring the Planning
Database in Oracle




                ...
2   Configuring the Planning Database in Oracle
    Overview



    Overview
                      This chapter discusses ...
Configuring the Planning Database in Oracle
                                                                   Creating ta...
2   Configuring the Planning Database in Oracle
    Importing the original Business Objects Planning database



         ...
Additional Administration and
Configuration Issues




                                chapter
3   Additional Administration and Configuration Issues
    Installing the Oracle client



    Installing the Oracle clien...
Additional Administration and Configuration Issues
                                                         Editing the co...
3   Additional Administration and Configuration Issues
    Editing the connection parameters


                           ...
Oracle Server Setup Guide for Business Objects Planning


Oracle Installation
Parameters




                             ...
A   Oracle Installation Parameters
    Summary



    Summary
                      The tables in this appendix detail the...
Oracle Installation Parameters
                                                                           Tablespaces   A
...
A   Oracle Installation Parameters
    Tablespaces




    18   Oracle Server Setup Guide for Business Objects Planning
Business Objects
Information Resources




                        appendix
B   Business Objects Information Resources
    Documentation and information services



    Documentation and information...
Business Objects Information Resources
                                                    Customer support, consulting an...
B   Business Objects Information Resources
    Customer support, consulting and training



    Looking for the best deplo...
Business Objects Information Resources
                                                        Useful addresses at a glanc...
B   Business Objects Information Resources
    Useful addresses at a glance




    24   Oracle Server Setup Guide for Bus...
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Oracle 8i Administration Guide

  1. 1. Oracle Server Setup Guide for Business Objects Planning Business Objects Planning XI
  2. 2. Patents Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352. Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners. Copyright Copyright © 2000-2006 Business Objects. All rights reserved. Third-party Business Objects products in this release may contain redistributions of software licensed contributors from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at: http://www.businessobjects.com/thirdparty
  3. 3. Contents Chapter 1 Introduction 5 About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Who should read this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Business Objects information resources . . . . . . . . . . . . . . . . . . . . . . . . 6 Technical requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Chapter 2 Configuring the Planning Database in Oracle 7 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Creating a new database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Creating new users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Creating tablespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Importing the original Business Objects Planning database . . . . . . . . . . . 10 Archiving files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Chapter 3 Additional Administration and Configuration Issues 11 Installing the Oracle client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Backing up the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Exporting a database for support purposes . . . . . . . . . . . . . . . . . . . . . . . . 12 Editing the connection parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Changing the connection ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Configuring multiple schema instances . . . . . . . . . . . . . . . . . . . . . . . . 13 Appendix A Oracle Installation Parameters 15 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Database settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Tablespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Oracle Server Setup Guide for Business Objects Planning 3
  4. 4. Contents Appendix B Business Objects Information Resources 19 Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 What’s in the documentation set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Where is the documentation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Send us your feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Customer support, consulting and training . . . . . . . . . . . . . . . . . . . . . . . . . 21 How can we support you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Looking for the best deployment solution for your company? . . . . . . . . 22 Looking for training options? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 4 Oracle Server Setup Guide for Business Objects Planning
  5. 5. Oracle Server Setup Guide for Business Objects Planning Introduction chapter
  6. 6. 1 Introduction About this guide About this guide This document provides information necessary for the setup and administration of an Oracle® server and database for use with Business Objects Planning. Business Objects Planning is supported for use with the following Oracle versions: • Oracle8i (8.1.7) • Oracle9i (Standard Edition Release 2 or Enterprise Edition, 9.2.0.4 or greater) • Oracle Database 10g (10.2.0.1 or greater) This document applies to all supported versions of Oracle. Differences in setup requirements and recommendations are noted in the text. Who should read this guide Installation, configuration and administration of the Oracle database is typically handled by a trained Oracle database administrator in the organization’s Information Technology department. Business Objects Planning Support is also available to assist you with issues relating to use of Oracle with Business Objects Planning. Business Objects information resources For more information and assistance, see Appendix B: Business Objects Information Resources. This appendix describes the Business Objects Planning documentation, customer support, training, and consulting services, with links to online resources. Technical requirements The recommended client and server hardware and software requirements are outlined in the separately produced document entitled Business Objects Planning Technical Requirements. Please contact the Business Objects Planning Support department or visit www.businessobjects.com/support for a copy of the most recent version. 6 Oracle Server Setup Guide for Business Objects Planning
  7. 7. Oracle Server Setup Guide for Business Objects Planning Configuring the Planning Database in Oracle chapter
  8. 8. 2 Configuring the Planning Database in Oracle Overview Overview This chapter discusses configuration issues relating to the use of Oracle with Business Objects Planning. It is assumed that you already have an operational Oracle server. The following basic steps are required to configure an Oracle system for use with Business Objects Planning: 1. Create a new database. You can also use an existing database if the Business Objects Planning schema fits into the existing database. 2. Create new users. 3. Create tablespaces. 4. Import a database provided by your implementation consultant. Creating a new database You can create a new database for use with Business Objects Planning, or use an existing database. Please consult Appendix A: Oracle Installation Parameters for a list of minimum sizing and configuration settings. These settings should be used for any database of up to approximately 150,000 records. If your database is significantly larger than this, please contact Business Objects Planning Support for assistance. The SRCAdmin user relies on function-based indexes for optimal performance. To enable function-based indexes, you must change the initialization file for the database as follows. 1. Add the following two lines to the bottom of the INIT.ORA file: query_rewrite_integrity = trusted query_rewrite_enabled = true 2. After adding the information, make sure to stop and restart the database for the changes to take effect. Creating new users The Oracle objects (tables, indexes, etc.) used by Business Objects Planning are owned by a single user account, named SRCAdmin. To create this account, execute the script CreateUsers.sql. A copy of this script can be found on your Business Objects Planning product distribution, in the folder ResourcesEnterprise ScriptsOracle. 8 Oracle Server Setup Guide for Business Objects Planning
  9. 9. Configuring the Planning Database in Oracle Creating tablespaces 2 Note that this script does not contain the SRCAdmin password. Your Business Objects Planning representative will provide you with the password. Note: It is possible to set up multiple schema instances within the Business Objects Planning database. Likewise, you can override the SRCAdmin user account if you want to use a different naming convention. For more information, see “Editing the connection parameters” on page 12. The script also creates an account called SRCView with a password readdata. This account is a read-only account to the database, to allow power users to view table data as read-only without granting the write/create/ drop privileges required by the SRCAdmin account. Note: The SRCView account and password should only be given to users who have full permission to view all data in the database.This account is not required and can be removed if desired. Creating tablespaces To create the tablespaces required by Business Objects Planning, use the script named CreateTableSpaces.sql. A copy of this script can be found on your Business Objects Planning product distribution, in the folder ResourcesEnterprise ScriptsOracle. The CreateTableSpaces.sql script must be edited as follows: • Replace the <File Location> parameter with the path to the files in your environment. • Update the tablespaces size parameter <Size> with the sizes specified in Appendix A: Oracle Installation Parameters or as recommended by your implementation consultant. If your system will have over 150,000 records, please speak with your implementation consultant regarding proper tablespace sizes. The “SRC” tablespaces have been created to assist you in optimizing the performance of Business Objects Planning. A brief explanation of each tablespace is shown below: Tablespace Description SRCTLARGE This tablespace contains only a few, large tables. A separate tablespace is used for performance reasons. SRCTSMALL This tablespace contains all of the remaining tables, whose sizes are relatively small. SRCILARGE This area is the corresponding index area for the larger tables. Oracle Server Setup Guide for Business Objects Planning 9
  10. 10. 2 Configuring the Planning Database in Oracle Importing the original Business Objects Planning database Tablespace Description SRCISMALL This area is the corresponding index area for the smaller tables. SRCTemp This tablespace is used for temporary tables created and removed by the Business Objects Planning program code. Importing the original Business Objects Planning database Your Business Objects Planning representative will provide you with a file containing an export of the original database. Import this database into the new database you created for use with Business Objects Planning. No special import settings are required – use all default settings. Archiving files It is strongly recommended to disable archive logging for the Business Objects Planning database. This feature is unnecessary for Business Objects Planning due to the nature of updates to the database (low volume of large transactions that are easily repeatable). If you choose to enable archive logging, the archive file sizes should be monitored initially for disk space consumption. You should also schedule the automatic backup and removal of the archive log files. 10 Oracle Server Setup Guide for Business Objects Planning
  11. 11. Additional Administration and Configuration Issues chapter
  12. 12. 3 Additional Administration and Configuration Issues Installing the Oracle client Installing the Oracle client Each workstation that will access Business Objects Planning using the Planning Professional Edition desktop client must also have an installation of the Oracle client (8, 9i, or 10g Runtime client as appropriate). The Oracle client is not required on workstations that will only use the Business Objects Planning web access options. Note that the 10g Instant Client is not supported for use with Business Objects Planning. The full client must be used. If you did not specify a TNS Descriptor as the Oracle data source in the Planning Configuration Manager (see “Editing the connection parameters” on page 12), you must ensure that the Oracle client is correctly configured to reach the Business Objects Planning database instance via Oracle Internet Directory, Oracle Names, or a TNSNames.ora file. Backing up the database It is imperative to back up the SRCAdmin user account in coordination with your normal backup activities. It is beyond the scope of this guide to discuss backup procedures for various operating system environments. Note: Most standard file system backups do NOT back up in-use files, such as those associated with an Oracle database. You should configure a process where the Oracle database is copied to a separate backup file, which can then be backed up as normal (since it is not in use). Exporting a database for support purposes Occasionally it may be necessary to send a backup of the Business Objects Planning database to Support to diagnose issues you may be facing. When performing the export, use the standard Oracle Export (EXP) client and send only the SRCAdmin user account. Editing the connection parameters The connection parameters for the Oracle database are defined within the Planning Configuration Manager. After Business Objects Planning is installed, these connection parameters must be completed as part of the configuration process. For full details, see Chapter 5: Configuring Business Objects Planning in the Business Objects Planning Installation Guide. 12 Oracle Server Setup Guide for Business Objects Planning
  13. 13. Additional Administration and Configuration Issues Editing the connection parameters 3 To access the Oracle connection parameters: 1. On the server hosting Planning Application Server, choose Start > Programs > Business Objects > Planning > Configuration Manager. 2. From the tree menu in the left-hand pane, select Systems > SystemName > Connection Parameters (where SystemName is the name you have defined for the system). The database connection parameters appear in the right-hand pane. Changing the connection ID By default, Business Objects Planning attempts to connect to the database as the user SRCAdmin. If you change the name of this user ID for the Oracle database, you must edit the Business Objects Planning connection parameters in the Configuration Manager for the new user ID. If you decide to change the name of the user ID, make sure that all Oracle objects (tables, indexes, etc.) are owned by the new user ID. For example, if the ID is changed to OracleAdmin, then the OracleAdmin user must be the owner of all tables, indexes, views, triggers, sequences, etc., that SRCAdmin had previously owned. Please consult your Oracle documentation for information on how to change object ownership. Configuring multiple schema instances In some Business Objects Planning configurations, it may be necessary to load multiple schemas into the same Planning database. Many Business Objects Planning installations are comprised of multiple systems – for example, one BusinessObjects Budgeting system and one BusinessObjects Sales Planning system. To accommodate multiple systems, you can use separate Oracle databases for each system, or you can use the same Planning database with different schema instances for each system. The latter approach would require you to set up two distinct user IDs (for example, user_bud and user_sales) for connection and ownership purposes. To configure multiple schema instances: 1. Set the proper ownership rights for each user ID in Oracle. 2. Set the proper database security settings for each user ID. Each connecting user must have the following permissions revoked: • Delete Any Table • Insert Any Table • Lock Any Table Oracle Server Setup Guide for Business Objects Planning 13
  14. 14. 3 Additional Administration and Configuration Issues Editing the connection parameters • Select Any Table • Update Any Table Revoking these rights ensures that the connecting user will only have access to the designated schema for that user. 3. In the Planning Configuration Manager, edit the User ID connection parameter for each system. 14 Oracle Server Setup Guide for Business Objects Planning
  15. 15. Oracle Server Setup Guide for Business Objects Planning Oracle Installation Parameters appendix
  16. 16. A Oracle Installation Parameters Summary Summary The tables in this appendix detail the installation parameters to use when configuring your Oracle server for use with Business Objects Planning. The values are the same for each Oracle version except where specifically noted. These values are the minimum recommended starting settings for a database. After installation, the system should be tuned by an Oracle database administrator for optimal performance. Database settings Parameter Value Database Structure Compatibility • Oracle 8i: 8.1.7 or higher • Oracle 9i: 9.2.0.4 or higher • Oracle 10g: 10.2.0.1 or higher Character set WE8ISO8859P1 Database Name (SID) Planning Concurrent users 25 Database primary use Multipurpose Server Mode (Dedicated or Dedicated Shared) Oracle options None Control Files Recommend at least 3 control files on 3 separate physical disks, if possible. Control File Settings: Maximum Datafiles 25 Maximum Log Files 12 Maximum Log Members 2 Default tablespaces: System 100 MB Rollback (8i) 500 MB Undo tablespaces (9i or 10g) Temp 500 MB Redo Logs (recommend 3) 25,000 KB each 16 Oracle Server Setup Guide for Business Objects Planning
  17. 17. Oracle Installation Parameters Tablespaces A Parameter Value Archive logging Off Processes 30 Block Size 8,192 Bytes Sort Area Size 2,048K Large Pool Size Oracle 8i only: 614,400 Shared Pool Size • Oracle 8i: 60MB • Oracle 9i: 100MB • Oracle 10g: N/A Block Buffers Oracle 8i only: 19,000 Log Buffer Size Oracle 8i only: 32,768 DB Cache Size Oracle 9i only: 200MB PGA Aggregate Target Oracle 9i and 10g only: 50MB SGA Target Oracle 10g only: 300MB Tablespaces Parameter Value SRCILARGE 250 MB SRCISMALL 200 MB SRCTLARGE 500 MB SRCTSMALL 500 MB SRCTEMP 500 MB Oracle Server Setup Guide for Business Objects Planning 17
  18. 18. A Oracle Installation Parameters Tablespaces 18 Oracle Server Setup Guide for Business Objects Planning
  19. 19. Business Objects Information Resources appendix
  20. 20. B Business Objects Information Resources Documentation and information services Documentation and information services Business Objects offers a full documentation set covering its products and their deployment. Additional support and services are also available to help maximize the return on your business intelligence investment. The following sections detail where to get Business Objects documentation and how to use the resources at Business Objects to meet your needs for technical support, education, and consulting. Documentation You can find answers to your questions on how to install, configure, deploy, and use Business Objects products from the documentation. What’s in the documentation set? View or download the Business Objects Documentation Roadmap, available with the product documentation at http://www.businessobjects.com/support/. The Documentation Roadmap references all Business Objects guides and lets you see at a glance what information is available, from where, and in what format. Where is the documentation? You can access electronic documentation at any time from the product interface, the web, or from your product CD. Documentation from the products Online help is available from the product Help menus. Guides in Adobe PDF format are available from the Help menu of some products. Documentation on the web The full electronic documentation set is available to customers on the web from the support web site at: http://www.businessobjects.com/support/. Documentation on the product CD Look on your product CD for guides in Adobe PDF format. 20 Oracle Server Setup Guide for Business Objects Planning
  21. 21. Business Objects Information Resources Customer support, consulting and training B Send us your feedback Do you have a suggestion on how we can improve our documentation? Is there something you particularly like or have found useful? Drop us a line, and we will do our best to ensure that your suggestion is included in the next release of our documentation: documentation@businessobjects.com. Note: If your issue concerns a Business Objects product and not the documentation, please contact our Customer Support experts. For information about Customer Support visit: http://www.businessobjects.com/ support/. Customer support, consulting and training A global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business. How can we support you? Business Objects offers customer support plans to best suit the size and requirements of your deployment. We operate customer support centers in the following countries: • USA • Australia • Canada • United Kingdom • Japan Online Customer Support The Business Objects Customer Support web site contains information about Customer Support programs and services. It also has links to a wide range of technical information including knowledgebase articles, downloads, and support forums. http://www.businessobjects.com/support/ Oracle Server Setup Guide for Business Objects Planning 21
  22. 22. B Business Objects Information Resources Customer support, consulting and training Looking for the best deployment solution for your company? Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in relational and multidimensional databases, in connectivities, database design tools, customized embedding technology, planning and performance management, and more. For more information, contact your local sales office, or contact us at: http://www.businessobjects.com/services/consulting/ Looking for training options? From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Find more information on the Business Objects Education web site: http://www.businessobjects.com/services/training 22 Oracle Server Setup Guide for Business Objects Planning
  23. 23. Business Objects Information Resources Useful addresses at a glance B Useful addresses at a glance Address Content Business Objects product Information about the full range of information Business Objects products. http://www.businessobjects.com Product documentation Business Objects product http://www.businessobjects.com/ documentation, including the support Business Objects Documentation Roadmap. Business Objects Documentation Send us feedback or questions mailbox about documentation. documentation@businessobjects.com Online Customer Support Information on Customer Support http://www.businessobjects.com/ programs, as well as links to support/ technical articles, downloads, and online forums. Business Objects Consulting Information on how Business Services Objects can help maximize your http://www.businessobjects.com/ business intelligence investment. services/consulting/ Business Objects Education Information on Business Objects Services training options and modules. http://www.businessobjects.com/ services/training Oracle Server Setup Guide for Business Objects Planning 23
  24. 24. B Business Objects Information Resources Useful addresses at a glance 24 Oracle Server Setup Guide for Business Objects Planning

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