oracle® fusion middleware telligence · performing basic administrative tasks 5-1 ... boldface...

Oracle® Fusion MiddlewareInstalling and Configuring Oracle Business In‐telligence

12c (12.2.1.3.0)E96171-02July 2019

Oracle Fusion Middleware Installing and Configuring Oracle Business Intelligence, 12c (12.2.1.3.0)

E96171-02

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Primary Author: Oracle Corporation

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Contents

Preface

Audience vi

Documentation Accessibility vi

Related Documents vi

Conventions vii

1 About the Oracle Business Intelligence Installation

Introduction to Installing a Production Environment 1-1

Using the Standard Installation Topology as a Starting Point 1-1

About the Business Intelligence Standard Installation Topology 1-2

About Elements in the Standard Installation Topology Illustration 1-3

Using This Document to Extend an Existing Domain 1-4

2 Preparing to Install and Configure Oracle Business Intelligence

Roadmap for Installing and Configuring a Standard Installation Topology 2-1

Roadmap for Verifying Your System Environment 2-3

Verifying Certification, System, and Interoperability Requirements 2-4

Selecting an Installation User 2-4

About User Permissions 2-4

About Non-Default User Permissions on UNIX Operating Systems 2-7

Verifying that the Installation User has Administrator Privileges on WindowsOperating Systems 2-7

About the Directories for Installation and Configuration 2-7

About the Recommended Directory Structure 2-8

About the Oracle Home Directory 2-9

About the Domain Home Directory 2-10

About the Application Home Directory 2-10

Installing Multiple Products in the Same Domain 2-10

Preparing for Shared Storage 2-11

About JDK Requirements for an Oracle Fusion Middleware Installation 2-11

About Database Requirements for an Oracle Fusion Middleware Installation 2-12

iii

Obtaining the Product Distribution 2-12

About Product Distributions 2-13

Verifying Whether EndPoint URLs are Resolving to a Fully Qualified Domain Name 2-13

3 Installing the Oracle Business Intelligence Software

Verifying the Installation Checklist 3-1

Starting the Installation Program 3-3

Navigating the Installation Screens 3-3

Verifying the Installation 3-4

Reviewing the Installation Log Files 3-4

Checking the Directory Structure 3-5

Viewing the Contents of the Oracle Home 3-5

Checking the Directory Structure 3-5

4 Configuring Oracle Business Intelligence

About the Oracle Business Intelligence Configuration Assistant 4-1

Configuration Assistant Prerequisites 4-1

Creating the Database Schemas 4-2

Installing and Configuring a Certified Database 4-2

Starting the Repository Creation Utility 4-3

Navigating the Repository Creation Utility Screens to Create Schemas 4-3

Introducing the RCU 4-3

Selecting a Method of Schema Creation 4-4

Providing Database Connection Details 4-4

Specifying Schema Passwords 4-4

Completing Schema Creation 4-5

Configuring the BI Domain with the Configuration Assistant 4-5

5 Next Steps After Configuring the Domain

Performing Basic Administrative Tasks 5-1

Performing Additional Domain Configuration Tasks 5-2

Preparing Your Environment for High Availability 5-2

Configuring Visual Analyzer 5-3

6 Uninstalling or Reinstalling Oracle Business Intelligence

Removing Your Database Schemas 6-1

Uninstalling the Software 6-2

Starting the Uninstall Wizard 6-2

iv

Selecting the Product to Uninstall 6-2

Navigating the Uninstall Wizard Screens 6-3

Removing the Oracle Home Directory Manually 6-3

Removing the Program Shortcuts on Windows Operating Systems 6-3

Removing the Domain and Application Data 6-4

Reinstalling the Software 6-4

7 Installing R and Oracle R Enterprise for External Logical SQL Func‐tions

Installing R and R Packages 7-1

Before You Begin the Installation 7-1

Installing R and R Packages on Linux Platforms 7-2

Installing R and R Packages on Windows 7-3

To Install R on Windows: 7-3

To Install R Packages on Windows: 7-3

Installing Oracle R Enterprise and Required R Packages on the Oracle Database 7-3

Before You Begin the Installation 7-4

Installing Oracle R Enterprise and R Packages 7-4

Configuring Oracle R Enterprise to Work with Oracle BI EE 7-4

A Troubleshooting the Installation of Oracle BI

Starting the BI Instance A-1

Troubleshooting ImportMeFirst Error A-2

Installing Oracle BI with Oracle Database Release 12.2.0.1.0 A-3

B Updating the JDK After Installing and Configuring an Oracle FusionMiddleware Product

About Updating the JDK Location After Installing an Oracle Fusion MiddlewareProduct B-1

Updating the JDK Location in an Existing Oracle Home B-2

Updating the JDK Location in an Existing Domain Home B-3

v

Preface

This document describes how to install and configure Oracle Business Intelligence.

• Audience

• Documentation Accessibility

• Related Documents

• ConventionsLearn about the conventions used in this document.

AudienceThis guide is intended for system administrators or application developers who are in‐stalling and configuring Oracle Business Intelligence. It is assumed that readers are fa‐miliar with web technologies and have a general understanding of Windows and UNIXplatforms.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibili‐ty Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic supportthrough My Oracle Support. For information, visit http://www.oracle.com/pls/topic/look‐up?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs ifyou are hearing impaired.

Related DocumentsRefer to the Oracle Fusion Middleware Library for additional information.

• For more information about Oracle Business Intelligence, see Oracle Business In‐telligence Enterprise Edition Documentation.

• For installation information, see Fusion Middleware Installation Documentation.

• For upgrade information, see Fusion Middleware Upgrade Documentation.

• For administration-related information, see Fusion Middleware Administration Doc‐umentation.

• For release-related information, see Fusion Middleware Release Notes.

Preface

vi

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs

ConventionsLearn about the conventions used in this document.

This document uses the following text conventions:

Convention Meaning

boldface Boldface type indicates graphical user interface elements associatedwith an action, or terms defined in text or the glossary.

italic Italic type indicates book titles, emphasis, or placeholder variables forwhich you supply particular values.

monospace Monospace type indicates commands within a paragraph, URLs, codein examples, text that appears on the screen, or text that you enter.

Preface

vii

1About the Oracle Business Intelligence In‐stallation

The standard installation for Oracle Business Intelligence described in this guide cre‐ates the standard topology, which represents a sample starting topology for this prod‐uct.

• Introduction to Installing a Production EnvironmentThis guide describes how to use Oracle Business Intelligence distribution to installand configure a standard installation topology as a starting point for a productionenvironment.

• Using the Standard Installation Topology as a Starting PointThe standard installation topology is a flexible topology that you can use as a start‐ing point in production environments.

• Using This Document to Extend an Existing DomainThe procedures in this guide describe how to create a new domain. The assump‐tion is that no other Oracle Fusion Middleware products are installed on your sys‐tem.

Introduction to Installing a Production EnvironmentThis guide describes how to use Oracle Business Intelligence distribution to install andconfigure a standard installation topology as a starting point for a production environ‐ment.

To install Oracle BI in a production environment, Oracle recommends that you down‐load, install, and configure Oracle BI on a single host, by following the instructions giv‐en in this guide.

See Understanding the Business Intelligence Enterprise Deployment Topology in En‐terprise Deployment Guide for Oracle Business Intelligence.

Using the Standard Installation Topology as a Starting PointThe standard installation topology is a flexible topology that you can use as a startingpoint in production environments.

The information in this guide helps you to create a standard installation topology forOracle Business Intelligence. If required, you can later extend the standard installationtopology to create a secure and highly available production environment, see NextSteps After Configuring the Domain.

The standard installation topology represents a sample topology for this product. It isnot the only topology that this product supports. See About the Standard InstallationTopology in Planning an Installation of Oracle Fusion Middleware.

1-1

• About the Business Intelligence Standard Installation TopologyThis topology represents a standard WebLogic Server domain that contains anAdministration Server and a cluster that contains two Managed Servers.

• About Elements in the Standard Installation Topology IllustrationThe standard installation topology typically includes common elements.

About the Business Intelligence Standard Installation TopologyThis topology represents a standard WebLogic Server domain that contains an Admin‐istration Server and a cluster that contains two Managed Servers.

The following figure shows the standard installation topology for Business Intelligence.

See Table 1-1 for information on the elements for this topology.

Figure 1-1 Business Intelligence Standard Installation Topology

Note:

Chapter 1Using the Standard Installation Topology as a Starting Point

1-2

About Elements in the Standard Installation Topology IllustrationThe standard installation topology typically includes common elements.

The following table describes all elements of the topology illustration:

Table 1-1 Description of Elements in Standard Installation Topologies

Element Description and Links to Related Documentation

APPHOST A standard term used in Oracle documentation to referto the machine that hosts the application tier.

DBHOST A standard term used in Oracle documentation to referto the machine that hosts the database.

WebLogic Domain A logically related group of Java components (in thiscase, the Administration Server, Managed Servers, andother related software components).See What Is an Oracle WebLogic Server Domain? inUnderstanding Oracle Fusion Middleware.

Administration Server Central control entity of a WebLogic domain. It maintainsconfiguration objects for that domain and distributesconfiguration changes to Managed Servers.See What Is the Administration Server? in Understand‐ing Oracle Fusion Middleware.

Enterprise Manager The Oracle Enterprise Manager Fusion MiddlewareControl is a primary tool used to manage a domain.See Oracle Enterprise Manager Fusion MiddlewareControl in Understanding Oracle Fusion Middleware.

Cluster A collection of multiple WebLogic Server instances run‐ning simultaneously and working together.See Overview of Managed Servers and Managed Serv‐er Clusters in Understanding Oracle Fusion Middleware.

Machine A logical representation of the computer that hosts oneor more WebLogic Server instances (servers). Machinesare also the logical glue between the Managed Serversand the Node Manager. In order to start or stop theManaged Servers using the Node Manager, associatethe Managed Servers with a machine.

Managed Server A host for your applications, application components,web services, and their associated resources.See Overview of Managed Servers and Managed Serv‐er Clusters in Understanding Oracle Fusion Middleware.

Infrastructure A collection of services that include the following:• Metadata repository (MDS) contains the metadata

for Oracle Fusion Middleware components, such asthe Oracle Application Developer Framework. See What Is the Metadata Repository? in UnderstandingOracle Fusion Middleware.

• Oracle Application Developer Framework (OracleADF).

• Oracle Web Services Manager (OWSM).

Chapter 1Using the Standard Installation Topology as a Starting Point

1-3

Using This Document to Extend an Existing DomainThe procedures in this guide describe how to create a new domain. The assumption isthat no other Oracle Fusion Middleware products are installed on your system.

If you have installed and configured other Oracle Fusion Middleware products on yoursystem (for example, Fusion Middleware Infrastructure, with a domain that is up andrunning) and wish to extend the same domain to include Oracle Business Intelligence,see Installing Multiple Products in the Same Domain.

Chapter 1Using This Document to Extend an Existing Domain

1-4

2Preparing to Install and Configure OracleBusiness Intelligence

To prepare for your Oracle Business Intelligence installation, verify that your systemmeets the basic requirements, then obtain the correct installation software.

• Roadmap for Installing and Configuring a Standard Installation TopologyThis roadmap provides the steps required to install and configure a standard Ora‐cle Business Intelligence installation topology.

• Roadmap for Verifying Your System EnvironmentBefore you begin the installation and configuration process, you must verify yoursystem environment.

• Obtaining the Product DistributionYou can obtain the Oracle Fusion Middleware Infrastructure and Oracle BusinessIntelligence distribution on the Oracle Technology Network (OTN).

• About Product DistributionsYou create the initial Oracle Business Intelligence domain using the Oracle FusionMiddleware Infrastructure distribution, which contains both Oracle WebLogic Serv‐er software and Oracle Java Required Files (JRF) software.

• Verifying Whether EndPoint URLs are Resolving to a Fully Qualified DomainNameBefore you install Oracle BI, you must make sure that the EndPoint URLs resolvesto a FQDN or you use the Frontend Load Balancer for server-side configuration.

Roadmap for Installing and Configuring a Standard Installa‐tion Topology

This roadmap provides the steps required to install and configure a standard OracleBusiness Intelligence installation topology.

Table 2-1 provides the high-level steps required for installing a standard installationtopology.

Table 2-1 Standard Installation Roadmap

Task Description Documentation

Verify your systemenvironment.

Before you begin the installation,verify that the minimum systemand network requirements are met.

See Roadmap for Verifying Your System Environment.

Check for any man‐datory patches thatare required beforethe installation.

Review the Oracle Fusion Middle‐ware Infrastructure release notesto see if there are any mandatorypatches required for the softwareproducts that you are installing.

See Install and Configure in Release Notes for OracleFusion Middleware Infrastructure.

2-1

Table 2-1 (Cont.) Standard Installation Roadmap


Obtain the appropri‐ate distributions.

Oracle BI EE requires an existingOracle Fusion Middleware Infra‐structure installation and must beinstalled in the same Oracle homedirectory as Oracle Fusion Middle‐ware Infrastructure. Therefore, youmust obtain the following distribu‐tions: fmw_12.2.1.3.0_infra-structure_generic.jar,(UNIX)fmw_12.2.1.3.0_bi_plat-form_linux64.bin, or (Win‐dows) set-up_fmw_12.2.1.3.0_bi_plat-form_win64.exe.

See About Product Distributions.

Determine your in‐stallation directories.

Verify that the installer can accessor create the required installer di‐rectories. Also, verify that the di‐rectories exist on systems thatmeet the minimum requirements.

See What Are the Key Oracle Fusion Middleware Direc‐tories? in Understanding Oracle Fusion Middleware.

Install prerequisitesoftware.

Install Oracle Fusion MiddlewareInfrastructure to create the Oraclehome directory. Then install OracleBusiness Intelligence in to thesame Oracle home.

See Installing the Infrastructure Softwarein Installingand Configuring the Oracle Fusion Middleware Infra‐structure.

Install the software. Run the Oracle Universal Installerto install Oracle Business Intelli‐gence.

Installing the software transfers thesoftware to your system and cre‐ates the Oracle home directory.

See Installing the Oracle Business Intelligence Soft‐ware.

Select a databaseprofile and reviewany required customvariables.

Before you install the requiredschemas in the database, reviewthe information about any customvariables you need to set for theOracle Business Intelligence sche‐mas.

See About Database Requirements for an Oracle Fu‐sion Middleware Installation.

Create the sche‐mas.

Run the Repository Creation Utilityto create the schemas required forconfiguration.

See Creating the Database Schemas.

Create a WebLogicdomain.

Use the Configuration Wizard/Assistant to create and configurethe WebLogic domain.

See Configuring the BI Domain with the ConfigurationAssistant to create the standard topology for OracleBusiness Intelligence.

Administer and pre‐pare your domainfor high availability.

Discover additional tools and re‐sources to administer your domainand configure your domain to behighly available.

See Next Steps After Configuring the Domain.

Chapter 2Roadmap for Installing and Configuring a Standard Installation Topology

2-2

Roadmap for Verifying Your System EnvironmentBefore you begin the installation and configuration process, you must verify your sys‐tem environment.

Table 2-2 identifies important tasks and checks to perform to ensure that your environ‐ment is prepared to install and configure Oracle Business Intelligence.

Table 2-2 Roadmap for Verifying Your System Environment


Verify certification and system re‐quirements.

Verify that your operating system iscertified and configured for installa‐tion and configuration.

See Verifying Certification, System,and Interoperability Requirements.

Identify a proper installation user. Verify that the installation user hasthe required permissions to installand configure the software.

See Selecting an Installation User.

Select the installation and configura‐tion directories on your system.

Verify that you can create the neces‐sary directories to install and config‐ure the software, according to therecommended directory structure.

See About the Directories for Instal‐lation and Configuration.

Install a certified JDK. The installation program for the dis‐tribution requires a certified JDKpresent on your system.

See About JDK Requirements for anOracle Fusion Middleware Installa‐tion.

Install and configure a database formid-tier schemas.

To configure your WebLogic domain,you must have access to a certifieddatabase that is configured for theschemas required by Oracle Busi‐ness Intelligence.

See About Database Requirementsfor an Oracle Fusion Middleware In‐stallation.

• Verifying Certification, System, and Interoperability RequirementsOracle recommends that you use the certification matrix and system requirementsdocuments with each other to verify that your environment meets the requirementsfor installation.

• Selecting an Installation UserThe user who installs and configures your system must have the required permis‐sions and privileges.

• About the Directories for Installation and ConfigurationDuring the installation and domain configuration process, you must plan on provid‐ing the locations for these directories: Oracle home, Domain home, and the Appli‐cation home.

• About JDK Requirements for an Oracle Fusion Middleware InstallationMost Fusion Middleware products are in .jar file format. These distributions donot include a JDK. To run a .jar distribution installer, you must have a certifiedJDK installed on your system.

• About Database Requirements for an Oracle Fusion Middleware InstallationMany Oracle Fusion Middleware products require database schemas prior to con‐figuration. If you do not already have a database where you can install these sche‐mas, you must install and configure a certified database.

Chapter 2Roadmap for Verifying Your System Environment

2-3

Verifying Certification, System, and Interoperability RequirementsOracle recommends that you use the certification matrix and system requirementsdocuments with each other to verify that your environment meets the requirements forinstallation.

1. Verifying that your environment meets certification requirements:

Make sure that you install your product on a supported hardware and softwareconfiguration. See the certification document for your release on the Oracle FusionMiddleware Supported System Configurations page.

Oracle has tested and verified the performance of your product on all certified sys‐tems and environments. Whenever new certifications are released, they are addedto the certification document right away. New certifications can be released at anytime. Therefore, the certification documents are kept outside the documentation li‐braries and are available on Oracle Technology Network.

2. Using the system requirements document to verify certification:

Oracle recommends that you use the Oracle Fusion Middleware System Require‐ments and Specifications document to verify that the certification requirements aremet. For example, if the certification document indicates that your product is certi‐fied for installation on 64-Bit Oracle Linux 6.5, use this document to verify that yoursystem meets the required minimum specifications. These include disk space,available memory, specific platform packages and patches, and other operatingsystem-specific requirements. System requirements can change in the future.Therefore, the system requirement documents are kept outside of the documenta‐tion libraries and are available on Oracle Technology Network.

3. Verifying interoperability among multiple products:

To learn how to install and run multiple Fusion Middleware products from the samerelease or mixed releases with each other, see Oracle Fusion Middleware 12c In‐teroperability and Compatibility in Understanding Interoperability and Compatibility.

Selecting an Installation UserThe user who installs and configures your system must have the required permissionsand privileges.

• About User PermissionsThe user who installs a Fusion Middleware product owns the files and has certainpermissions on the files.

• About Non-Default User Permissions on UNIX Operating SystemsChanging the default permission setting reduces the security of the installation andyour system. Oracle does not recommend that change the default permission set‐tings.

• Verifying that the Installation User has Administrator Privileges on Windows Oper‐ating SystemsTo update the Windows Registry, you must have administrator privileges.

About User PermissionsThe user who installs a Fusion Middleware product owns the files and has certain per‐missions on the files.


2-4

• Read and write permissions on all non-executable files (for example, .jar, .prop-erties, or .xml). All other users in the same group as the file owner have readpermissions only.

• Read, write, and execute permissions on all executable files (for exam‐ple, .exe, .sh, or .cmd). All other users in the same group as the file owner haveread and execute permissions only.

This means that someone other than the person who installs the software can use theinstalled binaries in the Oracle home directory to configure a domain or set of FusionMiddleware products.

During configuration, the files generated by the configuration process are owned bythe user who ran the Configuration Wizard. This user has the same permissions as de‐scribed above for the installation user. However, security-sensitive files are not createdwith group permissions. Only the user that created the domain has read and write per‐missions and can administer the domain.

Consider the following examples:

• Example 1: A Single User Installs the Software and Configures the Domain

This example explains the file permissions where the same user installs the soft‐ware and configures the domain.

To ensure proper permissions and privileges for all files, Oracle recommends thatthe same owner perform both tasks: install the Oracle Fusion Middleware productand configure the WebLogic Server domain by using the Configuration Wizard.

Figure 2-1 Directory Structure when a Single User Installs the Software andConfigures the Domain

The Oracle home is created by User1 during product

installation. User1 has read/write/execute permissions

on all executable files, and read/write permissions on all

other files. All other users in User1’s group have

read/execute permissions on all executable files, and

read permissions on all other files.

product

Oracle Home

(Oracle_Home)

Application Home (applications)

oracle

home

Domain Home(domains)

configThe Domain home and Application home are created by

User1 during product installation. User1 has

read/write/execute permissions on all executable files,

and read/write permissions on all other files. All other

users in User1’s group have read/execute permissions

on all executable files, and read permissions on all

other files.

If the user who creates the domain is different than the user who installed the soft‐ware, then both users must have the same privileges, as shown in the next exam‐ple.

• Example 2: The Oracle Home Directory and Domain are Created by DifferentUsers


2-5

This example explains the file permissions where one user creates the Oraclehome and another user configures the domain.

Figure 2-2 Directory Structure when Different Users Install the Softwareand Configure the Domain

The Oracle home is created by User1 during product

installation. User1 has read/write/execute permissions on

all executable files, and read/write permissions on all

other files. All other users in User1’s group have

read/execute permissions on all executable files, and read

permissions on all other files.

product

Oracle Home

(Oracle_Home)

Application Home (applications)

oracle

home

Domain Home(domains)

configThe Domain home and Application home are created by

User2 during product installation. User2 has

read/write/execute permissions on all executable files,

and read/write permissions on all other files. All other

users in User2’s group (including User1) have

read/execute permissions on all executable files, and read

permissions on all other files.

Note:

Certain domain files do not have group permissions. For example, cwal-let.sso.

Consider the following points before you run the installer:

• On UNIX operating systems, Oracle recommends that you set umask to 027 onyour system before you install the software. This ensures that the file permissionsare set properly during installation. Use the following command:

umask 027

You must enter this command in the same terminal window from which you plan torun the product installer.

• On UNIX operating systems, do not run the installation program as a root user. Ifyou run the installer as a root user, the startup validation may fail and you cannotcontinue the installation.

• When you manage a product installation (for example, applying patches or startingmanaged Servers), use the same user ID that you used to install the product.

• On Windows operating systems, you must have administrative privileges to installthe product. See Verifying the Installation User has Administrator Privileges onWindows Operating Systems.


2-6

About Non-Default User Permissions on UNIX Operating SystemsChanging the default permission setting reduces the security of the installation andyour system. Oracle does not recommend that change the default permission settings.

If other users require access to a particular file or executable, use the UNIX sudocommand or other similar commands to change the file permissions.

Refer to your UNIX operating system Administrator's Guide or contact your operatingsystem vendor, if you need further assistance.

Verifying that the Installation User has Administrator Privileges on WindowsOperating Systems

To update the Windows Registry, you must have administrator privileges.

By default, users with the administrator privilege sign in to the system with regular priv‐ileges, but can request elevated permissions to perform administrative tasks.

To perform a task with elevated privileges:

1. Find the Command Prompt icon, either from the Start menu or the Windows iconin the lower-left corner.

2. Right-click Command Prompt and select Run as administrator.

This opens a new command prompt window, and all actions performed in this win‐dow are done with administrator privileges.

Note:

If you have User Access Control enabled on your system, you may seean additional window asking you to confirm this action. Confirm and con‐tinue with this procedure.

3. Perform the desired task.

For example, to start the product installer:

For a jar file, enter:

java —jar distribution_name.jar

For an executable (.exe, .bin, or .sh file), enter:

distribution_name.exe

About the Directories for Installation and ConfigurationDuring the installation and domain configuration process, you must plan on providingthe locations for these directories: Oracle home, Domain home, and the Applicationhome.

• About the Recommended Directory StructureOracle recommends specific locations for the Oracle Home, Domain Home, andApplication Home.


2-7

• About the Oracle Home DirectoryWhen you install any Oracle Fusion Middleware product, you must use an Oraclehome directory.

• About the Domain Home DirectoryThe Domain home is the directory where domains that you configure are created.

• About the Application Home DirectoryThe Application home is the directory where applications for domains you config‐ure are created.

• Installing Multiple Products in the Same DomainThere are two methods to install and configure multiple products in one domain.This is also known as extending a domain.

• Preparing for Shared StorageOracle Fusion Middleware allows you to configure multiple WebLogic Server do‐mains from a single Oracle home. This allows you to install the Oracle home in asingle location on a shared volume and reuse the Oracle home for multiple hostinstallations.

About the Recommended Directory StructureOracle recommends specific locations for the Oracle Home, Domain Home, and Appli‐cation Home.

Oracle recommends a directory structure similar to the one shown in Figure 2-3.

Figure 2-3 Recommended Oracle Fusion Middleware Directory Structure

This area contains binary

files laid down by the

product installer. Runtime

processes will not write to

this area.

product

Oracle Home

(Oracle_Home)

Application Home

(applications)

oracle

home

Domain Home

(Domains)

configThis area contains

configuration and

application data created

by user.

A base location (Oracle base) should be established on your system (for example, /home/oracle). From this base location, create two separate branches, namely, theproduct directory and the config directory. The product directory should contain theproduct binary files and all the Oracle home directories. The config directory shouldcontain your domain and application data.


2-8

Oracle recommends that you do not keep your configuration datain the Oracle homedirectory; if you upgrade your product to another major release, are required to createa new Oracle home for binaries. You must also make sure that your configuration dataexists in a location where the binaries in the Oracle home have access.

The /home/oracle/product (for the Oracle home) and /home/oracle/config (for theapplication and configuration data) directories are used in the examples throughout thedocumentation; be sure to replace these directories with the actual directories on yoursystem.

About the Oracle Home DirectoryWhen you install any Oracle Fusion Middleware product, you must use an Oraclehome directory.

This directory is a repository for common files that are used by multiple Fusion Middle‐ware products installed on the same machine. These files ensure that Fusion Middle‐ware operates correctly on your system. They facilitate checking of cross-product de‐pendencies during installation. For this reason, you can consider the Oracle home di‐rectory a central support directory for all Oracle Fusion Middleware products installedon your system.

Fusion Middleware documentation refers to the Oracle home directory as ORA‐CLE_HOME.

Oracle Home Considerations

Keep the following in mind when you create the Oracle home directory and install Fu‐sion Middleware products:

• Do not include spaces in the name of your Oracle home directory; the installer dis‐plays an error message if your Oracle home directory path contains spaces.

• You can install only one instance of each Oracle Fusion Middleware product in asingle Oracle home directory. If you need to maintain separate versions of a prod‐uct on the same machine, each version must be in its own Oracle home directory.

Although you can have several different products in a single Oracle home, onlyone version of each product can be in the Oracle home.

Multiple Home Directories

Although in most situations, a single Oracle home directory is sufficient, it is possibleto create more than one Oracle home directory. For example, you need to maintainmultiple Oracle home directories in the following situations:

• You prefer to maintain separate development and production environments, with aseparate product stack for each. With two directories, you can update your devel‐opment environment without modifying the production environment until you areready to do so.

• You want to maintain two different versions of a Fusion Middleware product at thesame time. For example, you want to install a new version of a product while keep‐ing your existing version intact. In this case, you must install each product versionin its own Oracle home directory.

• You need to install multiple products that are not compatible with each other. See Oracle Fusion Middleware 12c (12.2.1.3.0) Interoperability and Compatibility inUnderstanding Interoperability and Compatibility .


2-9

Note:

If you create more than one Oracle home directory, you must provide non-overlapping port ranges during the configuration phase for each product.

About the Domain Home DirectoryThe Domain home is the directory where domains that you configure are created.

The default Domain home location is ORACLE_HOME/user_projects/domains/domain_name. However, Oracle strongly recommends that you do not use this defaultlocation. Put your Domain home outside of the Oracle home directory, for example,in /home/oracle/config/domains. The config directory should contain domainand application data. Oracle recommends a separate domain directory so that new in‐stalls, patches, and other operations update the ORACLE_HOME only, not the domainconfiguration.

See About the Recommended Directory Structure for more on the recommended di‐rectory structure and locating your Domain home.

Fusion Middleware documentation refers to the Domain home directory as DO‐MAIN_HOME and includes all folders up to and including the domain name. For exam‐ple, if you name your domain exampledomain and locate your domain data in the /home/oracle/config/domains directory, the documentation would use DO‐MAIN_HOME to refer to /home/oracle/config/domains/exampledomain.

About the Application Home DirectoryThe Application home is the directory where applications for domains you configureare created.

The default Application home location is ORACLE_HOME/user_projects/applications/domain_name. However, Oracle strongly recommends that you locate your Applicationhome outside of the Oracle home directory; if you upgrade your product to anothermajor release, you must create a new Oracle home for binaries.

See About the Recommended Directory Structure for more on the recommended di‐rectory structure and locating your Application home..

Fusion Middleware documentation refers to the Application home directory as APPLI-CATION_HOME and includes all folders up to and including the domain name. For exam‐ple, if you name your domain exampledomain and you locate your application data inthe /home/oracle/config/applications directory, the documentation uses APPLICA-TION_HOME to refer to /home/oracle/config/applications/exampledomain.

Installing Multiple Products in the Same DomainThere are two methods to install and configure multiple products in one domain. Thisis also known as extending a domain.

• Method 1.

Install and configure Product A, including creating the schemas and starting allservers in the domain to verify a successful domain configuration.


2-10

This is the method used in all installation guides in the Fusion Middleware library.You can repeat this process for as many products as necessary. It allows you tovalidate one product at a time and add more products incrementally.

To install Product B in the same domain as Product A:

1. Stop all servers to prevent any updates to the domain while you add the newproduct.

See Starting and Stopping Oracle Fusion Middleware in Administering OracleFusion Middleware.

2. Follow the instructions in the installation guide for Product B, including creatingthe necessary schemas.

3. Run the Configuration Wizard to configure the domain.

During configuration, the Configuration Wizard automatically detects the com‐ponents that have been installed and offers you the option to extend the exist‐ing Product A domain to include Product B.

• Method 2.

Install all of the required products, then create the schemas for all of the products.After you create the schemas, configure the domain by using the necessary prod‐uct templates, then start all the servers.

This method of creating a multi-product domain may be slightly faster than Method1; however, the installation guides in the Fusion Middleware library do not providespecific instructions for this method of domain creation.

See Also:

• To update WebLogic domains, see Updating WebLogic Domains in Cre‐ating WebLogic Domains Using the Configuration Wizard.

• For important information regarding the ability of Oracle Fusion Middle‐ware products to function with previous versions of other Oracle FusionMiddleware, Oracle, or third-party products, see Oracle Fusion Middle‐ware 12c (12.2.1.3.0) Interoperability and Compatibility in UnderstandingInteroperability and Compatibility.

Preparing for Shared StorageOracle Fusion Middleware allows you to configure multiple WebLogic Server domainsfrom a single Oracle home. This allows you to install the Oracle home in a single loca‐tion on a shared volume and reuse the Oracle home for multiple host installations.

If you plan to use shared storage in your environment, see Using Shared Storage inHigh Availability Guide for more information.

About JDK Requirements for an Oracle Fusion Middleware InstallationMost Fusion Middleware products are in .jar file format. These distributions do not in‐clude a JDK. To run a .jar distribution installer, you must have a certified JDK instal‐led on your system.


2-11

Make sure that the JDK is installed outside of the Oracle home. If you install the JDKunder the Oracle home, you may encounter problems when you try to perform tasks inthe future. Oracle Universal Installer validates that the Oracle home directory is empty;the install does not progress until you specify an empty directory. Oracle recommendsthat you locate your JDK installation in the /home/oracle/products/jdk directory.

Platform-specific distributions have a .bin (for UNIX operating systems) or .exe (forWindows operating systems) installer; in these cases, a platform-specific JDK is in thedistribution and you do not need to install a JDK separately. However, you may needto upgrade this JDK to a more recent version, depending on the JDK versions that arecertified.

Always verify the required JDK version by reviewing the certification information on the Oracle Fusion Middleware Supported System Configurations page. For 12c(12.2.1.3.0), the certified JDK is 1.8.0_131 and later.

To download the required JDK, navigate to the following URL and download the JavaSE JDK:

http://www.oracle.com/technetwork/java/javase/downloads/index.html

About Database Requirements for an Oracle Fusion Middleware In‐stallation

Many Oracle Fusion Middleware products require database schemas prior to configu‐ration. If you do not already have a database where you can install these schemas,you must install and configure a certified database.

To find a certified database for your operating system, see the certification documentfor your release on the Oracle Fusion Middleware Supported System Configurationspage on the Oracle Technology Network (OTN).

To make sure that your database is properly configured for schema creation, see Re‐pository Creation Utility Requirements in the Oracle Fusion Middleware System Re‐quirements and Specifications document.

After your database is properly configured, you use the Repository Creation Utility(RCU) to create product schemas in your database. This tool is available in the Oraclehome for your Oracle Fusion Middleware product. See About the Repository CreationUtility in Creating Schemas with the Repository Creation Utility.

Obtaining the Product DistributionYou can obtain the Oracle Fusion Middleware Infrastructure and Oracle Business In‐telligence distribution on the Oracle Technology Network (OTN).

To prepare to install Oracle Fusion Middleware Infrastructure and Oracle Business In‐telligence:

1. Enter java -version on the command line to verify that a certified JDK is installedon your system. For 12c (12.2.1.3.0), the certified JDK is 1.8.0_131 and later.

See About JDK Requirements for an Oracle Fusion Middleware Installation.

2. Locate and download the Oracle Fusion Middleware Infrastructure and OracleBusiness Intelligence software.

Chapter 2Obtaining the Product Distribution

2-12

http://www.oracle.com/technetwork/java/javase/downloads/index.html

See Obtaining Product Distributions in Planning an Installation of Oracle FusionMiddleware.

About Product DistributionsYou create the initial Oracle Business Intelligence domain using the Oracle FusionMiddleware Infrastructure distribution, which contains both Oracle WebLogic Serversoftware and Oracle Java Required Files (JRF) software.

Oracle JRF software consists of:

• Oracle Web Services Manager

• Oracle Application Development Framework (Oracle ADF)

• Oracle Enterprise Manager Fusion Middleware Control

• Repository Creation Utility (RCU)

• Other libraries and technologies required to support Oracle Fusion Middlewareproducts

Installing Oracle Fusion Middleware Infrastructure is a prerequisite to installing OracleBusiness Intelligence.

Verifying Whether EndPoint URLs are Resolving to a FullyQualified Domain Name

Before you install Oracle BI, you must make sure that the EndPoint URLs resolves to aFQDN or you use the Frontend Load Balancer for server-side configuration.

You must configure the front-end host with a FQDN.

Chapter 2About Product Distributions

2-13

3Installing the Oracle Business IntelligenceSoftware

Follow the steps in this section to install the Oracle Business Intelligence software.Before beginning the installation, ensure that you have verified the prerequisites andcompleted all steps covered in Preparing to Install and Configure Oracle Business In‐telligence.

• Verifying the Installation ChecklistThe installation process requires specific information.

• Starting the Installation ProgramYou can start the installation program on UNIX or Windows.

• Navigating the Installation ScreensThe installer shows a series of screens where you verify or enter information.

• Verifying the InstallationAfter you complete the installation, verify whether it was successful by completinga series of tasks.

• Checking the Directory StructureAfter you install Oracle Business Intelligence, you should see the directory struc‐ture as shown in this topic. The contents of your installation vary based on the op‐tions you selected during the installation.

Verifying the Installation ChecklistThe installation process requires specific information.

Table 3-1 lists important items that you must know before, or decide during, OracleBusiness Intelligence installation.

Table 3-1 Installation Checklist

Information Example Value Description

JAVA_HOME /home/Oracle/Java/jdk1.8.0_131

Environment variable thatpoints to the Java JDK homedirectory.

Database host examplehost.exampledo-main

Name and domain of the hostwhere the database is run‐ning.

Database port 1521 Port number that the databaselistens on. The default Oracledatabase listen port is 1521.

Database service name orcl.exampledomain Oracle databases require aunique service name. The de‐fault service name is orcl.

3-1

Table 3-1 (Cont.) Installation Checklist

Information Example Value Description

DBA username SYS Name of user with databaseadministration privileges. Thedefault DBA user on Oracledatabases is SYS.

DBA password myDBApw957 Password of the user with da‐tabase administration privileg‐es.

ORACLE_HOME /home/Oracle/product/ORACLE_HOME

Directory in which you will in‐stall your software.

This directory will include Ora‐cle Fusion Middleware Infra‐structure and Oracle BusinessIntelligence, as needed.

WebLogic Server hostname examplehost.exampledo-main

Host name for Oracle Web‐Logic Server and Oracle Busi‐ness Intelligence consoles.

Console port 7001 Port for Oracle WebLogicServer and Oracle BusinessIntelligence consoles.

DOMAIN_HOME /home/Oracle/config/domains/bi_domain

Location in which your domaindata is stored.

APPLICATION_HOME /home/Oracle/config/applications/bi_domain

Location in which your appli‐cation data is stored.

Administrator user name foryour WebLogic domain

weblogic Name of the user with OracleWebLogic Server administra‐tion privileges. The default ad‐ministrator user is weblogic.

Administrator user password myADMpw902 Password of the user withOracle WebLogic Server ad‐ministration privileges.

RCU ORACLE_HOME/oracle_common/bin

Path to the Repository Crea‐tion Utility (RCU).

RCU schema prefix BI Prefix for names of databaseschemas used by Oracle Busi‐ness Intelligence.

RCU schema password myRCUpw674 Password for the databaseschemas used by Oracle Busi‐ness Intelligence.

Configuration utility ORACLE_HOME/oracle_common/common/bin

Path to the Configuration Wiz‐ard for domain creation andconfiguration.

Configuration Assistant ORACLE_HOME/bi/bin Path to the Configuration As‐sistant for domain creationand configuration. Oracle rec‐ommends that you use theConfiguration Assistant to con‐figure your BI domain.

Chapter 3Verifying the Installation Checklist

3-2

Starting the Installation ProgramYou can start the installation program on UNIX or Windows.

To start the installation program:

1. Sign in to the host system.

2. Go to the directory where you downloaded the installation program.

3. Enter the following command:

• (UNIX) ./fmw_12.2.1.3.0_bi_platform_linux64.bin

• (Windows) setup_fmw_12.2.1.3.0_bi_platform_win64.exe

Note:

You will not be able to execute ./fmw_12.2.1.3.0_bi_plat-form_linux64.bin if it does not have execute permission. Make sure tocheck and grant execute permission before running this command.

When the installation program appears, you are ready to begin the installation.

Navigating the Installation ScreensThe installer shows a series of screens where you verify or enter information.

The following table lists the order in which installer screens appear. If you need addi‐tional help with an installation screen, click Help.

Table 3-2 Oracle Business Intelligence Install Screens

Screen Description

Installation In‐ventory Setup

On UNIX operating systems, this screen opens if this is the first time you areinstalling any Oracle product on this host. Specify the location where you wantto create your central inventory. Make sure that the operating system groupname selected on this screen has write permissions to the central inventory lo‐cation.

For more about the central inventory, see About the Oracle Central Inventory inInstalling Software with the Oracle Universal Installer.This screen does not appear on Windows operating systems.

Welcome Review the information to make sure that you have met all the prerequisites,then click Next.

Auto Updates Select to skip automatic updates, select patches, or search for the latest soft‐ware updates, including important security updates, through your My OracleSupport account.

InstallationLocation

Specify your Oracle home directory location.

You can click View to verify and ensure that you are installing Oracle BusinessIntelligence in the correct Oracle home.

Chapter 3Starting the Installation Program

3-3

Table 3-2 (Cont.) Oracle Business Intelligence Install Screens

Screen Description

InstallationType

Use this screen to select the type of installation and consequently, the productsand feature sets you want to install. For this topology, select BI Platform Dis‐tribution with Samples.

PrerequisiteChecks

This screen verifies that your system meets the minimum necessary require‐ments.

To view the list of tasks that gets verified, select View Successful Tasks. Toview log details, select View Log. If any prerequisite check fails, then an errormessage appears at the bottom of the screen. Fix the error and click Rerun totry again. To ignore the error or the warning message and continue with the in‐stallation, click Skip (not recommended).

InstallationSummary

Use this screen to verify installation options you selected. If you want to savethese options to a response file, click Save Response File and enter the re‐sponse file location and name. The response file collects and stores all the in‐formation that you have entered, and enables you to perform a silent installa‐tion (from the command line) at a later time.

Click Install to begin the installation.

InstallationProgress

This screen shows the installation progress.

When the progress bar reaches 100% complete, click Finish to dismiss the in‐staller, or click Next to see a summary.

InstallationComplete

This screen displays the Installation Location and the Feature Sets that are in‐stalled. Review this information and click Finish to close the installer.

Verifying the InstallationAfter you complete the installation, verify whether it was successful by completing aseries of tasks.

• Reviewing the Installation Log FilesReview the contents of the installation log files to make sure that the installer didnot encounter any problems.

• Checking the Directory StructureThe contents of your installation vary based on the options that you selected dur‐ing the installation.

• Viewing the Contents of the Oracle HomeYou can view the contents of the Oracle home directory by using the viewInven-tory script.

Reviewing the Installation Log FilesReview the contents of the installation log files to make sure that the installer did notencounter any problems.

By default, the installer writes logs files to the Oracle_Inventory_Location/logs (onUNIX operating systems) or Oracle_Inventory_Location\logs (on Windows operat‐ing systems) directory.

For a description of the log files and where to find them, see Installation Log Files inInstalling Software with the Oracle Universal Installer.

Chapter 3Verifying the Installation

3-4

Checking the Directory StructureThe contents of your installation vary based on the options that you selected duringthe installation.

See What Are the Key Oracle Fusion Middleware Directories? in Understanding Ora‐cle Fusion Middleware.

Viewing the Contents of the Oracle HomeYou can view the contents of the Oracle home directory by using the viewInventoryscript.

See Viewing the Contents of an Oracle Home in Installing Software with the OracleUniversal Installer.

Checking the Directory StructureAfter you install Oracle Business Intelligence, you should see the directory structure asshown in this topic. The contents of your installation vary based on the options you se‐lected during the installation.

To see the directory structure:

1. Change to the ORACLE_HOME directory where you installed BI.


ls --format=single-column

The directory structure on your system should match the structure shown in thefollowing example:

/u01/oracle/products/fmw/bi

bi-epm-registrybifoundationbinclientscommonendpointmanagerfile_templatesjliblibmodulesnlsoracorepluginsproductsschemaupgradevcredist_x64.exevcredist_x86.exexsd

See What are the Key Oracle Fusion Middleware Directories? in Understanding OracleFusion Middleware.

Chapter 3Checking the Directory Structure

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4Configuring Oracle Business Intelligence

This chapter walks you through a step-by-step process to configure Oracle BI standardtopology using the Oracle Business Intelligence 12c Configuration Assistant.

• About the Oracle Business Intelligence Configuration AssistantThe Oracle Business Intelligence 12c Configuration Assistant is a multi-functionalutility that helps you to create database schemas, specify a port range, create sys‐tem components, and start the application servers in addition to configuring the BIstandard topology. Oracle strongly recommends that you to use the ConfigurationAssistant to configure the BI domain.

• Configuration Assistant PrerequisitesIt is important to make sure that you meet the criteria listed in this topic for asmooth, error-free domain configuration by using the Configuration Assistant.

• Creating the Database SchemasBefore you can configure an Oracle Business Intelligence domain, you must installrequired schemas on a certified database for use with this release of Oracle Fu‐sion Middleware.

• Configuring the BI Domain with the Configuration AssistantThe Oracle BI 12c Configuration Assistant is a .sh (UNIX) or .cmd (Windows) file.Start the Configuration Assistant by starting the config executable from thebi/bin directory inside the Oracle home. Follow the procedure in this topic tocomplete the configuration step-by-step.

About the Oracle Business Intelligence Configuration Assis‐tant

The Oracle Business Intelligence 12c Configuration Assistant is a multi-functional utili‐ty that helps you to create database schemas, specify a port range, create systemcomponents, and start the application servers in addition to configuring the BI standardtopology. Oracle strongly recommends that you to use the Configuration Assistant toconfigure the BI domain.

Oracle recommends you to create the Domain home and Application home directoriesunder /home/oracle/config. But if you use the Configuration Assistant to config‐ure the domain, the Application home is created under /home/oracle/product di‐rectory. To achieve the recommended directory structure, configure the domain usingthe Configuration Wizard by following the procedure described in Configuring the BIDomain in Enterprise Deployment Guide for Oracle Business Intelligence.

Configuration Assistant PrerequisitesIt is important to make sure that you meet the criteria listed in this topic for a smooth,error-free domain configuration by using the Configuration Assistant.

To verify whether the required conditions are met, see that:

4-1

• You have correctly installed the BI product binary files.

• You have the latest supported JDK installed on your system.

• You have access to any one of the Oracle certified databases: Oracle, DB2,SQLServer, or RAC.

• (Optional) You have connection details of existing RCU schema prefix (STB) andyou have already created BIPLATFORM, IAU, OPSS, MDS, STB, and WLS sche‐mas in a single session.

Note:

You can, alternatively, generate a schema prefix (STB) and create theBIPLATFORM, IAU, OPSS, MDS, STB, and WLS schemas while yourun the BI Configuration Assistant, provided you have the DBA creden‐tials.

Note:

The database schemas are required to store internal housekeeping informa‐tion. These schemas are different from any data sources which you plan toanalyze by using Oracle BI.

Creating the Database SchemasBefore you can configure an Oracle Business Intelligence domain, you must install re‐quired schemas on a certified database for use with this release of Oracle Fusion Mid‐dleware.

• Installing and Configuring a Certified DatabaseBefore you create the database schemas, you must install and configure a certi‐fied database, and verify that the database is up and running.

• Starting the Repository Creation UtilityStart the Repository Creation Utility (RCU) after you verify that a certified JDK isinstalled on your system.

• Navigating the Repository Creation Utility Screens to Create SchemasEnter required information in the RCU screens to create the database schemas.

Installing and Configuring a Certified DatabaseBefore you create the database schemas, you must install and configure a certified da‐tabase, and verify that the database is up and running.

See About Database Requirements for an Oracle Fusion Middleware Installation.

Chapter 4Creating the Database Schemas

4-2

Starting the Repository Creation UtilityStart the Repository Creation Utility (RCU) after you verify that a certified JDK is instal‐led on your system.

To start the RCU:

1. Verify that a certified JDK already exists on your system by running java -ver-sion from the command line. For 12c (12.2.1.3.0), the certified JDK is 1.8.0_131and later.

See About JDK Requirements for an Oracle Fusion Middleware Installation.

2. Ensure that the JAVA_HOME environment variable is set to the location of the certi‐fied JDK. For example:

• (UNIX) setenv JAVA_HOME /home/Oracle/Java/jdk1.8.0_131

• (Windows) set JAVA_HOME=C:\home\Oracle\Java\jdk1.8.0_131

3. Change to the following directory:

• (UNIX) ORACLE_HOME/oracle_common/bin

• (Windows) ORACLE_HOME\oracle_common\bin


• (UNIX) ./rcu

• (Windows) rcu.bat

Navigating the Repository Creation Utility Screens to Create SchemasEnter required information in the RCU screens to create the database schemas.

• Introducing the RCUThe Welcome screen is the first screen that appears when you start the RCU.

• Selecting a Method of Schema CreationUse the Create Repository screen to select a method to create and load compo‐nent schemas into the database.

• Providing Database Connection DetailsOn the Database Connection Details screen, provide the database connection de‐tails for the RCU to connect to your database.

• Specifying Schema PasswordsOn the Schema Passwords screen, specify how you want to set the schema pass‐words on your database, then enter and confirm your passwords.

• Completing Schema CreationNavigate through the remaining RCU screens to complete schema creation.

Introducing the RCUThe Welcome screen is the first screen that appears when you start the RCU.

Click Next.


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Selecting a Method of Schema CreationUse the Create Repository screen to select a method to create and load componentschemas into the database.

On the Create Repository screen:

• If you have the necessary permissions and privileges to perform DBA activities onyour database, select System Load and Product Load. This procedure assumesthat you have SYSDBA privileges.

• If you do not have the necessary permissions or privileges to perform DBA activi‐ties in the database, you must select Prepare Scripts for System Load on thisscreen. This option generates a SQL script that you can give to your database ad‐ministrator. See About System Load and Product Load in Creating Schemas withthe Repository Creation Utility.

• If the DBA has already run the SQL script for System Load, select Perform Prod‐uct Load.

Providing Database Connection DetailsOn the Database Connection Details screen, provide the database connection detailsfor the RCU to connect to your database.

Note:

If you are unsure of the service name for your database, you can obtain itfrom the SERVICE_NAMES parameter in the initialization parameter file of thedatabase. If the initialization parameter file does not contain the SERV-ICE_NAMES parameter, then the service name is the same as the global data‐base name, which is specified in the DB_NAME and DB_DOMAIN parameters.

For example:

Database Type: Oracle DatabaseHost Name: examplehost.exampledomain.comPort: 1521Service Name: Orcl.exampledomain.comUser Name: sysPassword: ******Role: SYSDBA

Click Next to proceed, then click OK in the dialog window that confirms a successfuldatabase connection.

Specifying Schema PasswordsOn the Schema Passwords screen, specify how you want to set the schema pass‐words on your database, then enter and confirm your passwords.

You must make a note of the passwords you set on this screen; you will need themlater on during the domain creation process.


4-4

Completing Schema CreationNavigate through the remaining RCU screens to complete schema creation.

On the Map Tablespaces screen, the Encrypt Tablespace check box appears only ifyou enabled Transparent Data Encryption (TDE) in the database (Oracle or OracleEBR) when you start the RCU. Select the Encrypt Tablespace check box if you wantto encrypt all new tablespaces that the RCU creates.

When you reach the Completion Summary screen, click Close to dismiss the RCU.

Configuring the BI Domain with the Configuration AssistantThe Oracle BI 12c Configuration Assistant is a .sh (UNIX) or .cmd (Windows) file. Startthe Configuration Assistant by starting the config executable from the bi/bin directo‐ry inside the Oracle home. Follow the procedure in this topic to complete the configu‐ration step-by-step.

Note:

Oracle recommends that you use the Oracle BI 12c Configuration Assistantto configure your 12c system.

To configure the BI standard topology:

Important:

If you are extending the WebLogic domain with Oracle Business Intelligenceby using the Configuration Assistant, make sure that the Administration Serv‐er for the domain is named AdminServer. Other names for the AdministrationServer are not supported.

Note:

Context-sensitive help is available on each screen as you navigate throughthe Configuration Assistant. Click Help to seek more information about theelements on that screen.


(UNIX) ORACLE_HOME/bi/bin

(Windows) ORACLE_HOME\bi\bin

2. Start the Configuration Assistant by entering the following command:

(UNIX) ./config.sh

(Windows) config.cmd

3. Select the components to install and click Next.

Chapter 4Configuring the BI Domain with the Configuration Assistant

4-5

Note:

To ensure that a consistent set of suites are deployed, the ConfigurationAssistant automatically adjusts your selection.

• Essbase: Includes components such as Essbase Server, Cube DeploymentServer, and Analytic Provider Services.

• Business Intelligence Enterprise Edition: Includes components such as Pre‐sentation Services, Visual Analyzer, BI Composer, web services, proactive in‐telligence (Delivers and Actions), Web Services for SOA (WS4SOA), and Mo‐bile Application Designer.

• Business Intelligence Publisher: Includes Oracle BI Publisher.

4. On the Prerequisite Checks screen, after the prerequisite checks conclude with noerrors, click Next.

If any of the prerequisite checks fail, then a short error message appears at thebottom of the screen. Fix the error and click Rerun to try again. To ignore the erroror warning messages and continue with the installation, click Skip, although thisapproach is not recommended.

Note:

The configuration might not function normally if you continue without re‐solving the issue that caused an error or warning message during theprerequisite checks.

5. On the Define New Domain screen, specify the following, and click Next:

Table 4-1 Field-name descriptions for the Define New Domain screen

Field Description

Domains Directory Specify the path where you want to set up the domaindirectory.

Domain Name Specify domain.

Username Specify a username for the System Administrator.

Note:

This user is created in the embedded LDAPand is granted WebLogic Administrator per‐missions.

Password Specify a password for the System Administrator.

Confirm Password Confirm the password by reentering it.

6. On the Database Schema screen, either create a new schema or use an existingschema by clicking the appropriate option.


4-6

If you select to create a new schema, the Configuration Assistant creates a sche‐ma for you. Specify the following and click Next.

Table 4-2 Field-name descriptions for the Database Schema screen

Field Description

Schema prefix Specify a unique schema prefix.

Schema password Specify a password for your schema.

Confirm password Confirm the password by reentering it.

Database type Select the database that you are using from the list ofvalues. Supported databases are:• Oracle Database• Microsoft SQL Server• IBM DB2

Username Enter the privileged username to create the schema.

Password Enter the password for the above username.

Simple connect string The connect string that you specify varies depending onthe type of database you are using.• (Oracle Database) host:port/service or

host:port:SID or TNS connect string• (Microsoft SQL Server) //host:port;Data-

baseName=dbname

• (IBM DB2) //host:port;Database-Name=dbname

If you select to use an existing schema, you must create STB, BIPLATFORM, IAU,MDS, OPSS, and WLS schemas using the RCU. Specify the following and clickNext.

Note:

If you are using Oracle Database version 12.2.0.1 or higher, you mustcreate a pluggable database within a container database to create repo‐sitory schemas. You cannot create schemas within a container databasewithout using a pluggable database.

7. On the Port Range screen, specify the port range and click Next.

Note:

The default, allocated port range is from 9500 to 9999, both inclusive.You can keep the default values or specify different values within thisrange.

8. On the Initial Application screen, select one of the following options as per your re‐quirement, and click Next:

• Oracle sample application (SampleAppLite).

• Your own existing BI Application from export bundle (.jar).


4-7

Note:

This option is applicable if you are migrating from Oracle BI 11g to12c. See Upgrading Oracle Business Intelligence from 11g (Out-of-place Migration) in Upgrading Oracle Business Intelligence.

• Clean Slate (no predefined application).

9. On the Summary screen, verify the values that you specified on each screen.

Click Save to generate a response file used for silent installation (optional).

Click Configure.

The configuration process starts and the Configuration Progress screen is dis‐played.

10. After the configuration concludes without any errors, click Next to go to the Config‐uration Complete screen.

11. On the Configuration Complete screen, review the configuration summary.

Click Save to save the information displayed on this screen in a file.

Click Finish to close the Configuration Assistant.

The BI Application opens in the browser. Use the login credentials that you speci‐fied while configuring to sign in to the BI application home.

You have configured the standard BI topology. The Configuration Assistant automati‐cally starts the newly configured BI instance after successful completion. However, ifyou want to restart a domain that has been shut down manually, see Starting the BIInstance.


4-8

5Next Steps After Configuring the Domain

After you configure a product domain, there are additional tasks that you may want toperform.

• Performing Basic Administrative TasksReview the administrative tasks you will likely want to perform on a new domain.

• Performing Additional Domain Configuration TasksYou can add a Web Tier component to your BI domain, such as Oracle HTTPServer.

• Preparing Your Environment for High AvailabilityScaling out for high availability requires additional steps.

• Configuring Visual AnalyzerIf you have installed Oracle HTTP Server and Oracle Data Integrator or Oracle Ac‐cess Management along with Oracle BI, then follow the procedure in this topic toconfigure Visual Analyzer so that it works properly in this environment. Visual Ana‐lyzer is a web-based tool that enables you to explore analytics data visually and onan individual basis.

Performing Basic Administrative TasksReview the administrative tasks you will likely want to perform on a new domain.

Table 5-1 Basic Administration Tasks for a New Domain

Task Description More Information

Getting familiar with Fusion Middle‐ware administration tools

Get familiar with various tools thatyou can use to manage your environ‐ment.

See Overview of Oracle Fusion Mid‐dleware Administration Tools in Ad‐ministering Oracle Fusion Middle‐ware.

Starting and stopping products andservers

Learn how to start and stop OracleFusion Middleware, including the Ad‐ministration Server, Managed Serv‐ers, and components.

See Starting and Stopping OracleFusion Middleware in AdministeringOracle Fusion Middleware.

Configuring Secure Sockets Layer(SSL)

Learn how to set up secure commu‐nications between Oracle FusionMiddleware components using SSL.

See Configuring SSL in Oracle Fu‐sion Middleware in AdministeringOracle Fusion Middleware.

Monitoring Oracle Fusion Middle‐ware

Learn how to keep track of the statusof Oracle Fusion Middleware compo‐nents.

See Monitoring Oracle Fusion Mid‐dleware in Administering Oracle Fu‐sion Middleware.

Understanding Backup and Recov‐ery Procedures

Learn the recommended backup andrecovery procedures for Oracle Fu‐sion Middleware.

See Introduction to Backup and Re‐covery in Administering Oracle Fu‐sion Middleware.

Configuring a system for deploymentafter installation

Configuring metadata and content,general preferences, and default sys‐tem settings.

NA

5-1

Table 5-1 (Cont.) Basic Administration Tasks for a New Domain


Configuring security Securing access to the Oracle Busi‐ness Intelligence system, metadata,and data, configuring Secure Sock‐ets Layer (SSL) and Single Sign-On(SSO), and integration with identitymanagement systems.

NA

Scaling out and configuring for highavailability

Configuring the Oracle Business In‐telligence system for linear scale-out(increasing capacity with more com‐ponents on a machine) and identify‐ing and removing single points of fail‐ure (adding more machines).

NA

Managing performance and availabil‐ity

Monitoring service levels and tuningperformance.

NA

Managing and resolving issues Diagnosing errors and establishingresolutions.

NA

Moving a system from test to produc‐tion

Managing the steps for moving froma test to a production environment.

NA

Performing Additional Domain Configuration TasksYou can add a Web Tier component to your BI domain, such as Oracle HTTP Server.

Table 5-2 lists additional tasks you could perform on your new domain.

Table 5-2 Additional Domain Configuration Tasks


Adding a Web Tier front end to yourdomain

Oracle Web Tier hosts Web pages(static and dynamic), provides secur‐ity and high performance along withbuilt-in clustering, load balancing,and failover features. In particular,the Web Tier contains Oracle HTTPServer.

To install and configure Oracle HTTPServer in the WebLogic Server do‐main, see Installing the Oracle HTTPServer Software in Oracle FusionMiddleware Installing and Configur‐ing Oracle HTTP Server.Also, see Installing Multiple Productsin the Same Domain in Planning anInstallation of Oracle Fusion Middle‐ware for important information.

Preparing Your Environment for High AvailabilityScaling out for high availability requires additional steps.

Table 5-3 provides a list of tasks to perform if you want to scale out your standard in‐stallation environment for high availability.

Chapter 5Performing Additional Domain Configuration Tasks

5-2

Table 5-3 Tasks Required to Prepare Your Environment for High Availability


Scaling out to multiple hostcomputers

To enable high availability, it is important toprovide failover capabilities to another hostcomputer. That way, if one computer goesdown, your environment can continue toserve the consumers of your deployed appli‐cations.

See Scaling Out a Topology (Ma‐chine Scale Out) in the High Availa‐bility Guide.

Configuring high availabilityfor your Web Tier compo‐nents.

If you have added a Web tier front-end, thenyou must configure the Web Tier for highavailability, as well as the WebLogic Serversoftware.

See Configuring High Availability forWeb Tier Components in HighAvailability Guide.

Setting up a front-end loadbalancer

A load balancer can be used to distribute re‐quests across servers more evenly.

See Server Load Balancing in aHigh Availability Environment and Configuring Load Balancer VirtualServer Names and Ports in HighAvailability Guide.

Configuring Node Manager Node Manager enables you to start, shutdown, and restart the Administration Serverand Managed Server instances from a re‐mote location. This document assumes youhave configured a per-domain Node Manag‐er. Review the Node Manager documenta‐tion, for information on advanced Node Man‐ager configuration options and features.

See Advanced Node Manager Con‐figuration in Administering NodeManager for Oracle WebLogic Serv‐er.

Configuring high availabilityfor Oracle BI components

To configure Oracle BI for high availability,ensure that the system has no single pointsof failure by scaling out the Oracle BI Server,Presentation Services, and the JavaHost sothat you have at least two of each compo‐nent types, distributed across at least twocomputers.

See Deploying Oracle Business In‐telligence for High Availability inSystem Administrator's Guide forOracle Business Intelligence Enter‐prise Edition.

Managing performance tuningand query caching

For Oracle BI Server database queries to re‐turn quickly, the underlying databas‐es must be configured, tuned, and indexedcorrectly. The BI Server can store query re‐sults for reuse by subsequent queries. Querycaching can dramatically improve the per‐formance of the system for users, particularlyfor commonly used dashboards. However, itdoes not improve performance for most ad-hoc analysis.

See Managing Performance Tuningand Query Caching in System Ad‐ministrator's Guide for Oracle Busi‐ness Intelligence Enterprise Edition.

Configuring Visual AnalyzerIf you have installed Oracle HTTP Server and Oracle Data Integrator or Oracle AccessManagement along with Oracle BI, then follow the procedure in this topic to configureVisual Analyzer so that it works properly in this environment. Visual Analyzer is a web-based tool that enables you to explore analytics data visually and on an individual ba‐sis.

Complete the following settings:


Chapter 5Configuring Visual Analyzer

5-3

/u01/user_projects/domains/ohs/config/fmwconfig/components/OHS/ohs1

2. Locate the following file and open it for editing:

mod_wl_ohs.conf

3. Go to the IfModule weblogic_module section and verify whether the followinglines are present:

WLProxySSLPassThrough On

WLProxySSL On

If these lines are not present, append them to the IfModule weblogic_modulesection. Save and close the file.

4. Restart the Oracle HTTP Server instance.

5. Sign in to the WebLogic Console.

6. From Environment, expand Servers and click bi_server1. From the Protocolstab, go to the HTTP tab.

7. Verify whether Frontend Host is set to aseng-analytics.us.oracle.com.

8. Again, from Environment, expand Servers and click bi_server1. From the Con‐figuration tab, go to the Advanced section.

9. Set WebLogic Plug-In Enabled field to yes.

Chapter 5Configuring Visual Analyzer

5-4

6Uninstalling or Reinstalling Oracle Busi‐ness Intelligence

Follow the instructions in this section to uninstall or reinstall Oracle Business Intelli‐gence.

Oracle recommends that you always use the instructions in this section to remove thesoftware. If you try to remove the software manually, you may encounter problemswhen you try to reinstall the software again at a later time. Following the procedures inthis section ensures that the software is properly removed.

• Removing Your Database SchemasBefore you remove the Oracle home, Oracle recommends that you run the Repo‐sitory Creation Utility (RCU) to remove database schemas associated with this do‐main.

• Uninstalling the SoftwareFollow the instructions in this section to start the Uninstall Wizard and remove thesoftware.

• Removing the Oracle Home Directory ManuallyAfter you uninstall the software, you must manually remove your Oracle home di‐rectory and any existing subdirectories that the Uninstall Wizard did not remove.

• Removing the Program Shortcuts on Windows Operating SystemsOn Windows operating systems, you must also manually remove the programshortcuts; the Deinstallation Wizard does not remove them for you.

• Removing the Domain and Application DataAfter you uninstall the software, you must remove the domain and application da‐ta.

• Reinstalling the SoftwareYou can reinstall your software into the same Oracle home as a previous installa‐tion only if you uninstalled the software by following the instructions in this section,including manually removing the Oracle home directory.

Removing Your Database SchemasBefore you remove the Oracle home, Oracle recommends that you run the RepositoryCreation Utility (RCU) to remove database schemas associated with this domain.

Each domain has its own set of schemas, uniquely identified by a custom prefix. Formore information about custom prefixes, see About Custom Prefixes in Creating Sche‐mas with the Repository Creation Utility. This set of schemas cannot be shared withany other domain. For more information about creating schemas with the RCU, see Planning Your Schema Creation in Creating Schemas with the Repository CreationUtility.

If there are multiple sets of schemas on your database, be sure to identify the schemaprefix associated with the domain that you are removing.

6-1

For schema removal steps, see Dropping Schemas in Creating Schemas with the Re‐pository Creation Utility.

Uninstalling the SoftwareFollow the instructions in this section to start the Uninstall Wizard and remove the soft‐ware.

If you want to uninstall the product in a silent (command-line) mode, see Running theOracle Universal Installer for Silent Uninstallation in Installing Software with the OracleUniversal Installer.

• Starting the Uninstall Wizard

• Selecting the Product to Uninstall

• Navigating the Uninstall Wizard Screens

Starting the Uninstall WizardTo start the Uninstall Wizard:


(UNIX) ORACLE_HOME/oui/bin

(Windows) ORACLE_HOME\oui\bin


(UNIX) ./deinstall.sh

(Windows) deinstall.cmd

Selecting the Product to UninstallBecause multiple products exist in the Oracle home, ensure that you are uninstallingthe correct product.

After you run the Uninstall Wizard, the Distribution to Uninstall screen opens. From thedropdown menu, select bi_platform 12.2.1.3.0 and click Uninstall. The uninstallationprogram shows the screens listed in Navigating the Uninstall Wizard Screens.

Note:

You can uninstall Oracle Fusion Middleware Infrastructure after you uninstallOracle Business Intelligence software by running the Uninstall Wizard again.Before doing so, make sure that there are no other products using the Infra‐structure; those products will no longer function once the Infrastructure is re‐moved. You will not encounter the Distribution to Uninstall screen if no othersoftware depends on Oracle Fusion Middleware Infrastructure. See Uninstal‐ling Oracle Fusion Middleware Infrastructure in Installing and Configuring theOracle Fusion Middleware Infrastructure.

Chapter 6Uninstalling the Software

6-2

Navigating the Uninstall Wizard ScreensThe Uninstall Wizard shows a series of screens to confirm the removal of the software.

If you need help on screen listed in Table 6-1, click Help on the screen.

Table 6-1 Uninstall Wizard Screens and Descriptions

Screen Description

Welcome Introduces you to the product Uninstall Wizard.

Uninstall Summary Shows the Oracle home directory and its contents that are uninstalled. Verify that this is thecorrect directory.

If you want to save these options to a response file, click Save Response File and enterthe response file location and name. You can use the response file later to uninstall theproduct in silent (command-line) mode. See Running the Oracle Universal Installer for Si‐lent Uninstall in Installing Software with the Oracle Universal Installer.Click Deinstall, to begin removing the software.

Uninstall Progress Shows the uninstallation progress.

Uninstall Complete Appears when the uninstallation is complete. Review the information on this screen, thenclick Finish to close the Uninstall Wizard.

Removing the Oracle Home Directory ManuallyAfter you uninstall the software, you must manually remove your Oracle home directo‐ry and any existing subdirectories that the Uninstall Wizard did not remove.

For example, if your Oracle home directory is /home/Oracle/product/ORA-CLE_HOME on a UNIX operating system, enter the following commands:

cd /home/Oracle/product rm -rf ORACLE_HOME

On a Windows operating system, if your Oracle home directory is C:\Oracle\Product\ORACLE_HOME, use a file manager window and navigate to the C:\Oracle\Productdirectory. Right-click on the ORACLE_HOME folder and select Delete.

Removing the Program Shortcuts on Windows OperatingSystems

On Windows operating systems, you must also manually remove the program short‐cuts; the Deinstallation Wizard does not remove them for you.

To remove the program shortcuts on Windows:

1. Change to the following directory: C:\ProgramData\Microsoft\Windows\Start Menu\Programs\Oracle\ORACLE_HOME\Product

2. If you only have one product installed in your Oracle home, delete the ORA‐CLE_HOME directory. If you have multiple products installed in your Oracle home,delete all products before you delete the ORACLE_HOME directory.

Chapter 6Removing the Oracle Home Directory Manually

6-3

Removing the Domain and Application DataAfter you uninstall the software, you must remove the domain and application data.

To remove the domain and application data:

1. Manually remove your Domain home directory. For example:

On a UNIX operating system, if your Domain home directory is /home/Oracle/config/domains/bi_domain, enter the following command:

cd /home/Oracle/config/domains

rm -rf bi_domain

On a Windows operating system, if your Domain home directory is C:\Oracle\Config\domains\bi_domain, use a file manager window and navigate to the C:\Oracle\Config\domains directory. Right-click on the bi_domain folder and selectDelete.

2. Manually remove your Application home directory. For example:

On a UNIX operating system, if your Application home directory is /home/Oracle/config/applications/bi_domain, enter the following commands:

cd /home/Oracle/config/applications

rm -rf bi_domain

On a Windows operating system, if your Application home directory is C:\Oracle\Config\applications\bi_domain, use a file manager window and navigate tothe C:\Oracle\Config\applications directory. Right-click on the bi_domain fold‐er and select Delete.

3. Back up the domain_registry.xml file in your Oracle home, then edit the file andremove the line associated with the domain that you are removing. For example,to remove the bi_domain, find the following line and remove it:

<domain location="/home/Oracle/config/domains/bi_domain"/>

Save and exit the file when you are finished.

Reinstalling the SoftwareYou can reinstall your software into the same Oracle home as a previous installationonly if you uninstalled the software by following the instructions in this section, includ‐ing manually removing the Oracle home directory.

When you reinstall, you can then specify the same Oracle home as your previous in‐stallation.

If ODI is installed again in the same location where it was previously deleted, deletethe entire Oracle Home where it was previously installed.

Consider the following cases where the Oracle home is not empty:

• Installing in an existing Oracle home that contains the same feature sets.

The installer warns you that the Oracle home that you specified during installationalready contains the same software you are trying to install.

Chapter 6Removing the Domain and Application Data

6-4

• Installing in an existing, non-empty Oracle home.

For example, suppose you chose to create your Domain home or Applicationhome somewhere inside your existing Oracle home. This data is not removedwhen you uninstall a product, so if you try to reinstall into the same Oracle home,the installer does not allow it. Your options are:

– Uninstall your software from the Oracle home (as this section describes) andthen remove the Oracle home directory. After you uninstall the software andremove the Oracle home directory, you can reinstall and reuse the same Ora‐cle home location. Any domain or application data that was in the Oracle homemust be re-created.

– Select a different Oracle home directory.

Chapter 6Reinstalling the Software

6-5

7Installing R and Oracle R Enterprise for Ex‐ternal Logical SQL Functions

The external Logical SQL functions such as EVALUATE_SCRIPT, FORECAST, andCLUSTER feed input data to the standalone R-process or to Oracle R Enterprise.Therefore, to create analyses that include these functions, you must install either the Ror Oracle R Enterprise external engine in your environment.

R is a widely used environment for statistical computing and graphics and can be usedwith many different data sources including external files or databases. Oracle R Enter‐prise is installed specifically for use with the Oracle Database, and makes the opensource R statistical programming language and environment ready for use by OracleBI EE.

See Advanced Analytics External Logical SQL Functions in User's Guide for OracleBusiness Intelligence Enterprise Edition for more information about using these func‐tions in analyses.

• Installing R and R PackagesTo create analyses using the advanced analytics external Logical SQL functions,you must install R and the required R packages.

• Installing Oracle R Enterprise and Required R Packages on the Oracle DatabaseOracle BI EE uses the R engine included in Oracle R Enterprise instead of R. Ora‐cle BI EE can use the Oracle R Enterprise colocation option, where the data canreside in the Oracle R Enterprise database. (In the non-colocation option, the datadoes not reside in the Oracle R Enterprise database.)

Installing R and R PackagesTo create analyses using the advanced analytics external Logical SQL functions, youmust install R and the required R packages.

If you are using Oracle Database, then see Installing Oracle R Enterprise and Re‐quired R Packages on the Oracle Database for more information.

• Before You Begin the InstallationYou need to install the 3.1.1 R version distributed with Oracle BI.

• Installing R and R Packages on Linux PlatformsUse the procedures in this section to install R and the R packages on Linux plat‐forms.

• Installing R and R Packages on WindowsUse the procedures in this section to install R and the R packages on Windows.

Before You Begin the InstallationYou need to install the 3.1.1 R version distributed with Oracle BI.

You can find the R installer in the following Oracle BI environment location:

7-1

ORACLE_HOME/bi/bifoundation/advanced_analytics/r-installer.zip

The distributed R installation supports Linux (OLE 6 and OLE 7) and Windows (7 and8).

Installing R and R Packages on Linux PlatformsUse the procedures in this section to install R and the R packages on Linux platforms.

See Before You Begin the Installation for general prerequisite information.

Before you perform the installation, note the following important information and re‐quired tasks:

• Run RInstaller.sh as root or using the sudo command. See the README.txt thatis included in r-installer.zip for more information.

• Locate proxy.txt in the RInstaller directory and edit it to include the proxy serverdetails.

• For OLE 7, before you install the Oracle R distribution, you need to install the Tex‐Live and TexInfo RPMs.

– The required RPM versions are: texlive-epsf-svn21461.2.7.4-32.el7.noarch.rpm and texinfo-tex-5.1-4.el7.x86_64.rpm.

– Download the RPMs and install them using rpm -ivh <rpm_name>.

– You must install the RPMs in this specific order: texlive and then texinfo.

To Install R on Linux Platforms:

Note:

You must run the RInstaller in the following operation as a Root user.

Open a command line, navigate to the installer's location, and enter the following todecompress and run the distributed R installer:

bash-4.1$ unzip r-installer.zip bash-4.1$ cd RInstallerbash-4.1$ ./RInstaller.shUsage ./RInstaller { install | installpackages | uninstall }bash-4.1$ sudo ./RInstaller.sh install

To Install R Packages on Linux Platforms

For Linux platforms, after you have installed R, then from the same command line, runthe following command to download and install the required R packages (forecast, ran‐domForest, RJSONIO, and matrixcalc). Running this command also installs theOBIEEAdvancedAnalytics R package. The installer uses the proxy information fromproxy.txt to download the packages from CRAN.

bash-4.1$ sudo ./RInstaller.sh installpackages

Chapter 7Installing R and R Packages

7-2

Installing R and R Packages on WindowsUse the procedures in this section to install R and the R packages on Windows.

See Before You Begin the Installation for general prerequisite information.

Before you perform the installation, locate the proxy.txt file in the RInstaller directoryand edit it to include the proxy server details.

To Install R on Windows:1. Locate and open NQSConfig.INI. In the ADVANCE_ANALYTICS_SCRIPT sec‐

tion, update the R_EXECUTABLE_PATH property to point to the R executablepath. For example:

R_EXECUTABLE_PATH = "C:/Program Files/R/R-3.1.1/bin/x64/R";

2. Using a zip utility, decompress r-installer.zip.

3. If you have not already done so, then go to the RInstaller directory, locateproxy.txt, and edit it to include the proxy server details.

4. To run the installer, go to the RInstaller directory where you unzipped r-instal-ler.zip, locate and then run ./Rinstaller.bat install in a command-linesession.

To Install R Packages on Windows:After you have installed R, then from the same command line, run the following com‐mand to download and install the required R packages (forecast, randomForest,RJSONIO, and matrixcalc). Running this command also installs the OBIEEAdvance‐dAnalytics R package.

.\RInstaller.bat installpackages

Installing Oracle R Enterprise and Required R Packages onthe Oracle Database

Oracle BI EE uses the R engine included in Oracle R Enterprise instead of R. OracleBI EE can use the Oracle R Enterprise colocation option, where the data can reside inthe Oracle R Enterprise database. (In the non-colocation option, the data does not re‐side in the Oracle R Enterprise database.)

See Before You Begin the Installation. If you are using databases other than the Ora‐cle Database, then see Installing R and R Packages.

• Before You Begin the InstallationOracle BI EE requires that you install Oracle R Enterprise version 1.4 or 1.4.1.

• Installing Oracle R Enterprise and R PackagesUse the procedures in this section to install Oracle R Enterprise 1.4.1 on the Ora‐cle database and to install the required R packages on Oracle R Enterprise.

• Configuring Oracle R Enterprise to Work with Oracle BI EEAfter you have installed Oracle R Enterprise and the R Packages, the next step isto configure Oracle R Enterprise.

Chapter 7Installing Oracle R Enterprise and Required R Packages on the Oracle Database

7-3

Before You Begin the InstallationOracle BI EE requires that you install Oracle R Enterprise version 1.4 or 1.4.1.

Table 7-1 ORE Configuration and Support Matrix

Oracle R Enterprise Version Oracle R Enterprise Distributed RVersion

Oracle Database Version

1.4 3.0.1

3.1.1

11.2.0.3

11.2.0.4

12.1.0.1

1.4.1 3.0.1

3.1.1

11.2.0.3

11.2.0.4

12.1.0.1

Installing Oracle R Enterprise and R PackagesUse the procedures in this section to install Oracle R Enterprise 1.4.1 on the Oracledatabase and to install the required R packages on Oracle R Enterprise.

To Install Oracle R Enterprise on the Database

A sample user such as ruser or rqueser is used for R Execution on the database.

To install Oracle R Enterprise 1.4.1 on the database, follow the installation instructionsin Oracle R Enterprise Installation and Administration Guide, Release 1.4.1.

For information about the steps in a typical installation of Oracle R Enterprise on a Li‐nux server and a Windows client, see A Sample Installation of Oracle R Enterprise inOracle R Enterprise Installation and Administration Guide.

To Install R Packages on Oracle R Enterprise

1. After you have installed Oracle R Enterprise, locate and copy r-installer.ziponto the Oracle R Enterprise host.

2. Decompress the r-installer.zip.

3. If you have not already done so, then go to the RInstaller directory, locateproxy.txt, and edit it to include the proxy server details.

4. Open a command line, and as an Oracle user, run the following command to in‐stall the required R packages (forecast, randomForest, RJSONIO, and matrixcalc).

NEW_ORACLE_HOME/bin/ORE -f r-package-install.R

Configuring Oracle R Enterprise to Work with Oracle BI EEAfter you have installed Oracle R Enterprise and the R Packages, the next step is toconfigure Oracle R Enterprise.


7-4

To Configure Oracle R Enterprise

1. Open your instance of Oracle BI Presentation Services and click Administration.In the Administration page, click Issue SQL. The Issue SQL dialog displays.

2. In the Issue SQL dialog, enter and issue the following stored procedures:

call NQSRegisterScript("filerepo://obiee.Clustering.xml")call NQSRegisterScript("filerepo://obiee.RegressionCreateModel.xml")call NQSRegisterScript("filerepo://obiee.RegressionScoreModel.xml")call NQSRegisterScript("filerepo://obiee.Outliers.xml")call NQSRegisterScript("filerepo://obiee.Regression.xml")call NQSRegisterScript("filerepo://obiee.RegressionCorrelation.xml")call NQSRegisterScript("filerepo://obiee.TimeSeriesForecast.xml")

3. Locate and open NQSConfig.INI and in the ADVANCED_ANALYTICS_SCRIPT sectionmake the following updates:

• In the CONNECTION_POOL property, specify the name of the connection pool tobe defined in the repository.

For example, suppose the database name is ORE and the connection poolname is ORECP. Then in the CONNECTION_POOL property, you enter:

ORE.ORECP

Note:

The schema user defined in the connection pool ORECP should haveRQADMIN privileges which can be granted via GRANT RQADMINTO <SCHEMA_USER>.

• If the ORE database and the source data are located in the same database,then you can improve the speed of the R execution by setting the CONNEC-TION_POOL property to the source database connection pool.

• In the TARGET property, set the value to "ORE". For example, TARGET="ORE".

4. Test the configuration by running an Oracle BI Server query. For example:

SELECT "A - Sample Sales"."Time"."T02 Per Name Month" Month1,"A - Sample Sales"."Base Facts"."1- Revenue" target,FORECAST("A - Sample Sales"."Base Facts"."1- Revenue", ("A - SampleSales"."Time"."T02 Per Name Month" timeMonth),'forecast','numPeriods=7;predictionInterval=90;) FROM "A - Sample Sales" order by 1;


7-5

ATroubleshooting the Installation of OracleBI

This section contains the following topics:

• Starting the BI InstanceVerifying the configuration involves starting the servers (Admin Servers, and theManaged Servers) and the newly configured BI instance.

• Troubleshooting ImportMeFirst ErrorYou may encounter an ImportMeFirst error while creating a pivot table with VisualAnalyzer. This error can occur due to any of the following reasons:

• Installing Oracle BI with Oracle Database Release 12.2.0.1.0If you are installing Oracle BI 12c (12.2.1.3.0) on Oracle Database Release12.2.0.1.0, you might see a "BI Startup failure" error message on the ConfigurationProgress screen.

Starting the BI InstanceVerifying the configuration involves starting the servers (Admin Servers, and the Man‐aged Servers) and the newly configured BI instance.

To start the BI instance including the components such as the Node Manager, AdminServers, and the Managed Servers:

1. Change directory to the following:

On UNIX operating system:

DOMAIN_HOME/bitools/bin

On Windows operating system:

DOMAIN_HOME\bitools\bin

2. To start the servers, enter the following command:

On UNIX operating system:

start.sh

On Windows operating system:

start.cmd

Note:

When prompted to enter the password, specify the Node Manager pass‐word that you entered while configuring the BI domain.

A-1

Troubleshooting ImportMeFirst ErrorYou may encounter an ImportMeFirst error while creating a pivot table with Visual An‐alyzer. This error can occur due to any of the following reasons:

• The front-end host is not configured.

• The front-end host is configured without a Fully Qualified Domain Name (FQDN).

• The front-end host is not configured and the node manager listen address is notqualified.

To resolve this error:

1. Check whether the EndPoint URLs are returning a hostname or FQDN by enteringthe following command:

(UNIX) JDK_HOME/java -jar bi/endpointmanager/jlib/bi-endpoint-manager-impl.jar /scratch/DOMAIN_HOME /scratch/ORACLE_HOME

(Windows) JDK_HOME\java -jar bi\endpointmanager\jlib\bi-end-pointmanager-impl.jar \scratch\DOMAIN_HOME \scratch\ORA-CLE_HOME

Sample output:

BIANALYTICS.bi_server1 - custom channel bi_internal_channel1

Frontend: http://adminserver1:9502/analytics

2. Check whether the WebLogic Scripting Tool is returning a hostname or FQDN byentering the following commands:

wls:/offline> import socket wls:/offline> socket.getfqdn()

Sample output:

'adminserver1'

3. Change the listen address for the problematic Node Manager by using the Web‐Logic Scripting Tool or through the WebLogic Console.

4. Restart the servers and processes.

5. Verify whether the WebLogic Scripting Tool is returning the FQDN by entering thefollowing command:

hostname -f

Note:

You must make sure that the hostname resolves to a FQDN or you usethe Frontend Load Balancer for server-side configuration.

Appendix ATroubleshooting ImportMeFirst Error

A-2

Installing Oracle BI with Oracle Database Release12.2.0.1.0

If you are installing Oracle BI 12c (12.2.1.3.0) on Oracle Database Release 12.2.0.1.0,you might see a "BI Startup failure" error message on the Configuration Progressscreen.

To work around this issue:

1. Stop the database listener by entering the following command:

lsnrctl stop

2. Open the sqlnet.ora file in an editor.

By default, this file is located in the NEW_ORACLE_HOME/network/admin direc‐tory. You might also find the file in the directory that is specified by the TNS_AD-MIN environment variable.

3. Add the following line in the sqlnet.ora file:

SQLNET.ALLOWED_LOGON_VERSION_SERVER=8

4. Save your changes and close the file.

5. Start the database listener by entering the following command:

lsnrctl start

6. Try to install Oracle BI 12c (12.2.1.3.0) again.

Appendix AInstalling Oracle BI with Oracle Database Release 12.2.0.1.0

A-3

BUpdating the JDK After Installing and Con‐figuring an Oracle Fusion MiddlewareProduct

Consider that you have a JDK version jdk1.8.0_121 installed on your machine. Whenyou install and configure an Oracle Fusion Middleware product, the utilities, such asConfiguration Wizard (config.sh|exe), OPatch, or RCU point to a default JDK, for ex‐ample, jdk1.8.0_121. After some time, Oracle releases a new version of the JDK, sayjdk1.8.0_131 that carries security enhancements and bug fixes.From 12c (12.2.1.3.0) onwards, you can upgrade the existing JDK to a newer version,and can have the complete product stack point to the newer version of the JDK.

You can maintain multiple versions of JDK and switch to the required version on needbasis.

• About Updating the JDK Location After Installing an Oracle Fusion MiddlewareProductThe binaries and other metadata and utility scripts in the Oracle home and Domainhome, such as RCU or Configuration Wizard, use a JDK version that was usedwhile installing the software and continue to refer to the same version of the JDK.The JDK path is stored in a variable called JAVA_HOME which is centrally locatedin .globalEnv.properties file inside the ORACLE_HOME/oui directory.

About Updating the JDK Location After Installing an OracleFusion Middleware Product

The binaries and other metadata and utility scripts in the Oracle home and Domainhome, such as RCU or Configuration Wizard, use a JDK version that was used whileinstalling the software and continue to refer to the same version of the JDK. The JDKpath is stored in a variable called JAVA_HOME which is centrally located in .global‐Env.properties file inside the ORACLE_HOME/oui directory.

The utility scripts such as config.sh|cmd, launch.sh, or opatch reside in the ORA‐CLE_HOME, and when you invoke them, they refer to the JAVA_HOME variable locat‐ed in .globalEnv.properties file. To point these scripts and utilities to the newer versionof JDK, you must update the value of the JAVA_HOME variable in the .global‐Env.properties file by following the directions listed in Updating the JDK Location in anExisting Oracle Home .

To make the scripts and files in your Domain home directory point to the newer versionof the JDK, you can follow one of the following approaches:

• Specify the path to the newer JDK on the Domain Mode and JDK screen whilerunning the Configuration Wizard.

For example, consider that you installed Oracle Fusion Middleware Infrastructurewith the JDK version 8u121. So while configuring the WebLogic domain with theConfiguration Assistant, you can select the path to the newer JDK on the Domain

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Mode and JDK screen of the Configuration Wizard. Example: /scratch/jdk/jdk1.8.0_131.

• Manually locate the files that have references to the JDK using grep (UNIX) orfindstr (Windows) commands and update each reference. See Updating theJDK Location in an Existing Domain Home.

Note:

If you install the newer version of the JDK in the same location as the exist‐ing JDK by overwriting the files, then you don’t need to take any action.

• Updating the JDK Location in an Existing Oracle HomeThe getProperty.sh|cmd script displays the value of a variable, such asJAVA_HOME, from the .globalEnv.properties file. The setProperty.sh|cmd scriptis used to set the value of variables, such as OLD_JAVA_HOME or JAVA_HOMEthat contain the locations of old and new JDKs in the .globalEnv.properties file.

• Updating the JDK Location in an Existing Domain HomeYou must search the references to the current JDK, for example jdk1.8.0_121manually, and replace those instances with the location of the new JDK.

Updating the JDK Location in an Existing Oracle HomeThe getProperty.sh|cmd script displays the value of a variable, such asJAVA_HOME, from the .globalEnv.properties file. The setProperty.sh|cmd script isused to set the value of variables, such as OLD_JAVA_HOME or JAVA_HOME thatcontain the locations of old and new JDKs in the .globalEnv.properties file.

The getProperty.sh|cmd and setProperty.sh|cmd scripts are located in the followinglocation:

(UNIX) ORACLE_HOME/oui/bin(Windows) ORACLE_HOME\oui\binWhere, ORACLE_HOME is the directory that contains the products using the currentversion of the JDK, such as jdk1.8.0_121.

To update the JDK location in the .globalEnv.properties file:

1. Use the getProperty.sh|cmd script to display the path of the current JDK from theJAVA_HOME variable. For example:

(UNIX) ORACLE_HOME/oui/bin/getProperty.sh JAVA_HOME(Windows) ORACLE_HOME\oui\bin\getProperty.cmd JAVA_HOMEecho JAVA_HOMEWhere JAVA_HOME is the variable in the .globalEnv.properties file that containsthe location of the JDK.

2. Back up the path of the current JDK to another variable such asOLD_JAVA_HOME in the .globalEnv.properties file by entering the following com‐mands:

(UNIX) ORACLE_HOME/oui/bin/setProperty.sh -name OLD_JAVA_HOME-value specify_the_path_of_current_JDK(Windows) ORACLE_HOME\oui\bin\setProperty.cmd -nameOLD_JAVA_HOME -value specify_the_path_of_current_JDK

Appendix BAbout Updating the JDK Location After Installing an Oracle Fusion Middleware Product

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This command creates a new variable called OLD_JAVA_HOME in the .global‐Env.properties file, with a value that you have specified.

3. Set the new location of the JDK in the JAVA_HOME variable of the .global‐Env.properties file, by entering the following commands:

(UNIX) ORACLE_HOME/oui/bin/setProperty.sh -name JAVA_HOME -value specify_the_location_of_new_JDK(Windows) ORACLE_HOME\oui\bin\setProperty.cmd -name JAVA_HOME-value specify_the_location_of_new_JDK

After you run this command, the JAVA_HOME variable in the .globalEnv.proper‐ties file now contains the path to the new JDK, such as jdk1.8.0_131.

Updating the JDK Location in an Existing Domain HomeYou must search the references to the current JDK, for example jdk1.8.0_121 manual‐ly, and replace those instances with the location of the new JDK.

You can use the grep (UNIX) or findstr (Windows) commands to search for thejdk-related references.

You’ll likely be required to update the location of JDK in the following three files:

(UNIX) DOMAIN_HOME/bin/setNMJavaHome.sh(Windows) DOMAIN_HOME\bin\setNMJavaHome.cmd

(UNIX) DOMAIN_HOME/nodemanager/nodemanager.properties(Windows) DOMAIN_HOME\nodemanager\nodemanager.properties

(UNIX) DOMAIN_HOME/bin/setDomainEnv.sh(Windows) DOMAIN_HOME\bin\setDomainEnv.cmd

Note:

• If you change the value of JAVA_HOME for the Node Manager in thesetNMJavaHome.sh|cmd file, then the Oracle BI system components thatyou has started using the Node Manager will automatically use the newJAVA_HOME that you specify in the setNMJavaHome.sh|cmd file.

• Observe caution while updating the setDomainEnv.sh|cmd file. Any incor‐rect updates may undo the manual operations, such as scale-out, up‐grade, or extending the domain, that were performed on the domain.

Appendix BAbout Updating the JDK Location After Installing an Oracle Fusion Middleware Product

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