Lab 1.

1 Oracle BI EE Advanced Workshop - Environment Setup

1. Overview
This lab provides you the steps to prepare your laptop for use in the hands-on labs. You will perform the following tasks: Uncompress the VMware Image Install the Oracle BI EE Client Tools Start the VM image and Create a Network Share on the host Configure ODBC Access to the BI Server from the host Install BI Office Add-In Test the Lab Environment Setup

2. Uncompress the VMware Image

In all of the labs you will be using a VMware image containing Oracle Enterprise Linux (version 4.0), Oracle 10g Release 2 Database and Oracle BI EE 10.1.3.3.2. You will connect to this image via the Local Private network that is established by VMware by default. To set up your VMware image, perform the following steps: 2.1. Using Windows Explorer, navigate to the DVD-2 supplied to you for the class. Locate the BIEE_OEL.exe file on the DVD. This file is a WinRAR self-extracting executable. Copy the file from the DVD to your root directory of choice (C:\ or D:\).

2.2. After copying the file to your local drive, double click the file name to start the extraction process. Click Browse to change the extraction target folder.

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Select the OS Root Folder of your choice (this image shows D: but typically you will choose C:). Next, choose Make New Folder from the list and name it BIEE_OEL. Then select OK to close.

Press Install to start the extraction to the folder you specified above. Depending on your available disk space, RAM, CPU and swap space, it will take between 20 and 40 minutes to complete the extraction.

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2.3. Your extracted folder should appear as below:

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3. Install the Oracle BI EE Client Tools

In this step, you will install the BI EE Client side tools that you will use in your Repository/Metadata Labs. 3.1. Navigate to the supplied DVD-1 for this class. 3.2. A Java Development Kit is required for both the installation of BI EE components and the proper functioning of other required components for this workshop. Proceed with this step if you do not have a JDK installation that is version 1.5.0 or higher. The JDK supplied in the DVD is version 6 update 5 (6u5). Open the JDK folder on the DVD and double-click the jdk-6u5-windows-i586-p.exe file to start the Java installer. Go with the default options when installing.

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Once the JDK installation is complete, proceed to the next step. 3.3. Navigate to the supplied DVD-1 for this class. Open the BIEE_101332\Server\Oracle_Business_Intelligence folder. 3.4. Double click the setup.exe file to start the installation process. Depending on your available disk space, RAM, CPU and swap space, it will take between 10 and 20 minutes to complete the installation. Be mindful of hidden windows behind open applications that may require user interaction.

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3.5. The InstallShield Wizard appears and prepares your Java Virtual Machine to perform your Oracle BI EE installation using the wizard.

3.6. A screen to verify if you have enough disk space on your laptop/desktop to install the Client tools appears. You would need at least 200MB of free space in order to install the Oracle BI Client Tools (The installer says 2GB for the complete install). Click Next.

3.7. In the next step, you choose both a product directory and a data directory. You are also presented with a choice for Installation Type. This essentially applies to full BI EE installations. The Basic installation type deploys components in stand-alone Oracle Application Container for J2EE (OC4J). If the configuration environment was using an Oracle Application Server 10.1.3.1.0 or later, one would select Advanced. Accept the default names for both directories and accept the Basic installation type. Click Next.

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3.8. Scroll down the installation option list and click the Oracle Business Intelligence Client Tools option. Click Next.

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3.9. Now browse to locate your JDK location (JAVA_HOME environment variable). Note: As mentioned in Step 3.2, you must be running Java JDK version 1.5.0 or later. If you installed the JDK from the DVD and accepted the JDK installation defaults this will likely be: C:\Program Files\Java\jdk1.6.0_05 Click Next.

3.10. Select an appropriate error message language and click Next.

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3.11. A summary of your installation appears. Click Next.

3.12. The .NET Framework and Visual C++ installers execute if needed.

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3.13. The InstallShield proceeds with the installation.

3.14. A confirmation window appears after the installation has completed successfully. Click Next.

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3.15. A second summary window appears. Click Next.

3.16. Click Finish to restart your machine.

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3.17. Congratulations, you have successfully installed Oracle Business Intelligence Enterprise Edition Client Tools.

4. Start the VM image and Create a Network Share on the Host

The below steps will go through the steps for starting the Linux VMware image. The last steps deal with creating a shared drive on the host OS i.e. on your PC or laptop in order to access files inside the Linux VM. This step is a good test to check the validity of the VM image and the VMware network components. 4.1. There are several options to start the VMware image. The best is to navigate to Start > All Programs > VMware > then Workstation, Player or Server to start the VMware application. Your menu options will vary based upon the specific VMware product you have installed. Should you have a machine with less than 2GB of RAM please let your instructor know so that the appropriate level of memory allocated to the VMware image can be determined. Should you have inadequate memory and are using VMware Player navigate to the URL below to download VMware Server and notify your instructor. Please note that you will experience significant performance issues during the workshop if you have less than the prerequisite level of 2GB of RAM available. Use the Open link or File > Open menu capability to navigate to the folder where you extracted the image. You will need to select the OEL4-OBIEE Advanced.vmx file to open the VM (Your choice will depend on the particular VMware software you have installed). VMware Server or Player (Server and Player are Free Products, however Server requires the request of a free license via a simple web form and the keys are delivered instantly) http://www.vmware.com/products/player/ or http://www.vmware.com/products/server/

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Depending on which VM tool you are using, you might be presented with the screen below. If so, then click on Start this Virtual Machine or the Play button to startup the VM Image.

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4.2. For our VMware Networking option, we will use the Host-Only setting to create a private network.

IMPORTANT:
If your Host Laptop has a Cisco VPN Client installed and the Cisco VPN Service is running, please stop Cisco VPN application and also the Service Cisco Systems, Inc. VPN Service. This is needed for the Host OS to communicate with the Linux VM. 4.3.

VERY IMPORTANT:
You will be presented with a window regarding the VMware unique ID for this image. Select Keep or Moved it so you can avoid any potential virtual hardware reconfiguration that might be asked of you. Using NAT will cause the VM instance to fail on the startup of several critical services.

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4.4. Background processes on the VM including the Oracle 10g Database will start so the boot up may take a few minutes. At the login screen sign in as: Username: oracle Password: oracle

IMPORTANT:
You should always ensure that prior to staring any lab that your VM instance is running and you are logged in as oracle / oracle. 4.5. Once the OS finishes loading, click the ShowIP shortcut on desktop

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The IP Address for the Linux Server will be returned.

4.6. Write down the IP Address from the Terminal window, you will need it in later steps. IMPORTANT: If you do not get an IP Address, please contact the instructor. This could be because of Cisco VPN issues or the VM Network not being correctly configured. 4.7. Return to your Host Windows OS and open a terminal window. Press Start then Run, type cmd in the Run control window.

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4.8. In the DOS window you will type the following command (IMPORTANT: substitute your Linux VMware Image IP Address from Step 4.6. with one below and an open Drive letter if L: is taken): This command will map a single session network share to the Linux Image and in turn allow you to access the BI EE Repository. You will be prompted for the password for oracle on the Linux image, which is oracle. Note: You will not see any characters appear while you type this password. NET USE L: \\192.168.247.128\oel /user:oracle Once the mapping is complete your screen should look like this:

Now you will have a Windows folder for the entire Linux image under the L: Drive. If you navigate to L: using Windows Explorer, you can see the Linux drive structure. 4.9. Using Windows Explorer navigate to L:\software\OracleBI\server\Repository. In this folder, you will find several repository (.rpd) files. The current SH.rpd is the one used in the Answers and Dashboards lab. Your folder should appear as shown below.

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4.10. Congratulations! You have successfully configured the shared drive to access the VM from your host.

5. Configure ODBC Access to the BI Server from the Host

The below steps creates a new system ODBC DSN for the Oracle BI server running in the Linux VMware image. This is needed to access the repository in online mode for Lab 3.6. 5.1. From the Host PC/Laptop open the Data Sources (ODBC). Click Start > Control Panel. Click on Administrative Tools and then Data Sources (ODBC). This opens the ODBC Data Sources Administrator Window. Click on System DSN tab to create a new System DSN for the BI Server connection on the Linux VM. Click Add.

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5.2. From the Create New Data Source window, select Oracle BI Server and the driver and click Finish.

5.3. From the Oracle BI Server DSN Configuration window, Enter AnalyticsWeb_Linux as the Name. Enter the IP from Step 4.6 as the Server. Click Next.

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5.4. Accept the defaults on the login/password configuration screen. Click Next

Accept the defaults on the next screen. Click Finish.

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5.5. The new BI Server ODBC source AnalyticsWeb_Linux should be added on the ODBC Data Source Administrator screen. Click OK to close the window.

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6. Install BI Office Add-In

The below steps will guide you with installing & configuring the Oracle BI Office Add-In. You will need the BI Office Add-In in order to do Lab 5.1. 6.1. Navigate to the supplied DVD-1 for this class. Open the BIEE_101332\Server_Ancillary\Oracle_Business_Intelligence_Office\client\ folder. This program will install all the necessary components for BI Office Add-In. IMPORTANT!! You need either Microsoft Office 2003 or 2007 in order to proceed with this installation. Please inform the instructor if you do not have this requirement. Close the Microsoft Excel and PowerPoint before proceeding with this installation.

Double click on OracleBIOffice.exe.

6.2. The InstallShield Wizard appears. Note: Microsoft .Net Framework 2.0 is required for the BI Office client. If it is not installed on your computer, you are prompted to exit and install Microsoft .Net Framework 2.0. The software is supplied on your Class DVD-1.

6.3. When the Welcome page appears, click Next.

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6.4. Enter your User Name and Company Name, and then select a radio button based on who will be using the application. Click Next.

6.5. Choose the installation type. "Typical" performs an installation for both Add-Ins (Excel & Powerpoint) to C:\Program Files\Oracle\BIOffice. Lab 1.1 Oracle BI EE Advanced Workshop - Environment Setup Page 1-23.

"Custom" enables you to select the install directory and choose the components to install.

Select Typical and click Next.

6.6. Review the setup information and then click Next.

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6.7. The software configures.

6.8. When the InstallShield Wizard completes, click Finish.

The installation is now complete. The next step in this Lab will go over testing this installation.

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7. Test the Lab Environment Setup

The Steps below will test the Lab environment Setup and configuration that you have performed in the above steps. This step is crucial for the other labs that follow, so it is important that you have a fully functional lab environment. 7.1. The Linux OBIEE VM should be started and you should be logged into the VM. At the login screen sign in as: Username: oracle Password: oracle

7.2. We will be starting the necessary BI EE Services manually, however using the proper /etc/init.d files and runlevel options the requisite processes can be started automatically. You will need to open two terminal windows to start BI EE. You can open a terminal window in one of two ways: 1. Right click anywhere on the desktop and select Open Terminal from the top of the list

2. Go the Applications menu, select System Tools and then Terminal from the list of programs.

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In either case the resulting Terminal Window will appear as below:

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7.3. In the Linux terminal window, navigate to /software/OracleBI/setup directory. At the terminal prompt $> type: $> cd /software/OracleBI/setup Type: ./oc4j -start to start up the standalone OC4J Container. $> ./oc4j start The OC4J Container functions and as web and application server for BI EE. Your window will appear like the second one below. Minimize the window (DO NOT CLOSE). Wait until you see the message line stating, Oracle Containers for J2EE 10g (10.1.3.1.0) initialized before continuing to the next step (as shown in the second image below). This window and service must remain active at all times when you are using BI EE.

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You may minimize the window (DO NOT CLOSE). 7.4. Open another terminal window and issue commands to start the BI server and the Presentation server. Right-click anywhere on the Linux OBIEE VM desktop and select Open Terminal to open a new Terminal window.

Change the working directory to /software/OracleBI/setup. At the $> prompt, type: $> cd /software/OracleBI/setup Type the following command to start the BI Server (Notice the ./ prefix to the script): $> ./run-sa.sh start Once the terminal window returns control wait for about 20 seconds and issue the below command to start the BI Presentation Server: $> ./run-saw.sh start

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7.5. Check if the OC4J Terminal window displays that the Servers were started successfully.

7.6. Open the BI Server repository in an Online mode. From your Laptop/Desktop host, click on Start > All Programs > Oracle Business Intelligence > Administration to start the Administration Tool.

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7.7. From the Oracle BI Administration Tool, Click on File > Open > Online. We will be opening the SH.rpd Repository online in this step.

Select AnalyticsWeb_Linux from the list of available repository connections. Enter the password for user Administrator as Administrator, and click on Open.

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7.8. This opens the repository SH.rpd in Online mode. This step verifies that the host (laptop/desktop) OS is able to talk with the VMware Linux image using the VM Network setup when opening the repository in online mode.

Close the Administration tool. Click File > Exit 7.9. Test the BI Office Add-In. Open Microsoft Excel (normally it would be in the Start menu). Click Start > Program Files > Microsoft > Microsoft Excel. In the Excel menus, you should be able to see the Oracle BI menu on the top. Click on Oracle BI > Preferences.

7.10. This opens the BI Office Add-In Preferences window. Click on New to create a new server connection.

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7.11. In the Connection Detail window, enter the following values: Name: BI Office Server Office Server: IP Address of the VM (the one you got from Step 4.6.) Port: 9704 (default port for the BI Presentation Services) App Name: bioffice (keep default) Uncheck the Use Secure Sockets Layer (SSL) box. Click on Test Connection.

You should see the following window that says Test Connection Successful. Click OK to close the window.

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Click OK to close the Connection Detail Window.

Click OK to close the Preferences window.

7.12. From the Microsoft Excel menus, Click Oracle BI > Login to login to the BI Presentation Server.

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7.13. On the Login screen, enter User ID/Password as Administrator/Administrator. Make sure the Connection is set to BI Office Server. Click on Login.

You should be able to spot the Oracle BI tool box added to Excel. Click on Shared Folders to expand the BI Presentation Server Shared Folders.

The Shared Folders should expand to:

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Close Microsoft Excel. 7.14. Congratulations!!! You have successfully configured your Lab setup environment.

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