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 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005 r2 and r2.1 CA Business Intelligence

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Installation for Microsoft Windows 2003 and

Microsoft SQL Server 2005

r2 and r2.1

CA Business Intelligence

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Legal Notice

This publication is based on current information and resource allocations as of its date of publication and is subjectto change or withdrawal by CA at any time without notice. The information in this publication could include

typographical errors or technical inaccuracies. CA may make modifications to any CA product, software program,

method or procedure described in this publication at any time without notice.

Any reference in this publication to non-CA products and non-CA websites are provided for convenience only and

shall not serve as CA’s endorsement of such products or websites. Your use of such products, websites, and any

information regarding such products or any materials provided with such products or at such websites shall be at

your own risk.

Notwithstanding anything in this publication to the contrary, this publication shall not (i) constitute product

documentation or specifications under any existing or future written license agreement or services agreement

relating to any CA software product, or be subject to any warranty set forth in any such written agreement; (ii)

serve to affect the rights and/or obligations of CA or its licensees under any existing or future written license

agreement or services agreement relating to any CA software product; or (iii) serve to amend any product

documentation or specifications for any CA software product. The development, release and timing of any featuresor functionality described in this publication remain at CA’s sole discretion. 

The information in this publication is based upon CA’s experiences with the referenced software products in a

variety of development and customer environments. Past performance of the software products in such

development and customer environments is not indicative of the future performance of such software products in

identical, similar or different environments. CA does not warrant that the software products will operate as

specifically set forth in this publication. CA will support only the referenced products in accordance with (i) the

documentation and specifications provided with the referenced product, and (ii) CA’s then-current maintenance and

support policy for the referenced product.

Certain information in this publication may outline CA’s general product direction. All information in this publication

is for your informational purposes only and may not be incorporated into any contract. CA assumes no

responsibility for the accuracy or completeness of the information. To the extent permitted by applicable law, CA

provides this document “AS IS” without warranty of any kind, including, without limitation, any implied warranties

of merchantability, fitness for a particular purpose, or non-infringement. In no event will CA be liable for any loss or

damage, direct or indirect, from the use of this document, including, without limitation, lost profits, lost investment,

business interruption, goodwill or lost data, even if CA is expressly advised of the possibility of such damages.

COPYRIGHT LICENSE AND NOTICE: 

This publication may contain sample application programming code and/or language which illustrate programming

techniques on various operating systems. Notwithstanding anything to the contrary contained in this publication,

such sample code does not constitute licensed products or software under any CA license or services agreement.

You may copy, modify and use this sample code for the purposes of performing the installation methods and

routines described in this document. These samples have not been tested. CA does not make, and you may not

rely on, any promise, express or implied, of reliability, serviceability or function of the sample code.

Copyright © 2009 CA. All rights reserved. All trademarks, trade names, service marks and logos referenced herein

belong to their respective companies. Microsoft product screen shots reprinted with permission from MicrosoftCorporation.

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Contents 3

Contents

Chapter 1: Introduction 5 Chapter 2: Configure SQL Server for Use as the CA Business Intelligence

Database 7 Chapter 3: Set Up DSN for a CA Business Intelligence Connection 13 Chapter 4: CA Business Intelligence Installation 19 

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Chapter 1: Introduction 5

Chapter 1: Introduction

The following step-by-step instructions describe how to install CA Business

Intelligence (CA BI) using a non-default SQL Server 2005 database. High-level

information is provided at the start of each section with options and

information for each portion of the installation embedded within the steps.

System specifications for the installation platform include Microsoft Windows

2003 Server Enterprise Edition SP1.

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Chapter 2: Configure SQL Server for Use as the CA Business Intelligence Database 7

Chapter 2: Configure SQL Server for Use

as the CA Business IntelligenceDatabase

BusinessObjects Enterprise XI requires a database to store information about

users and groups, security levels, BusinessObjects Enterprise XI content, and

servers. The primary database, which is maintained by the Central

Management Server, is known as the CMS database.

CA BI provides the option to install its own version of MySQL for the CMS, or

you can use an existing database as specified in the CA BI Installation Guide.

In this case, Microsoft SQL Server is configured as the CMS host.

Detailed steps follow, but from a basic perspective, to configure SQL Server for

CA BI, you create a database and a login that is configured as an owner of that

database with SQL Server authentication. This login will be used during the

DSN setup portion of the installation. Before you begin, ensure that your

database client and server are set up to use Unicode character encoding (such

as UTF-8) if the default has been changed.

The default Initial Size and Autogrowth settings for your database should be

appropriate, except in cases where a very large number of objects (reports,

users, etc.) is projected for an implementation. For estimating purposes, note

that a system with 10,000 objects is projected to require 33 MB of space (1.3

* number of rows * 2624).

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8 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

The following are detailed steps to configure SQL Server as the CMS database:

1.  Sign into SQL Server Management Studio. Click <Start->Programs

->Microsoft SQL Server 2005->SQL Server Management Studio> using

Windows or SQL Server authentication.

2.  Create a new login; right-click "Logins" under "Security."

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Chapter 2: Configure SQL Server for Use as the CA Business Intelligence Database 9

3.  Create a login (in this case “BO_user” and a password that you designate

<bo_password >) with SQL Server authentication; uncheck "Enforce

password policy,” then click "OK." 

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10 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

4.  Create a New Database: right-click "Databases" and select “New

Database.”  

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Chapter 2: Configure SQL Server for Use as the CA Business Intelligence Database 11

5.  Create a CMS Database (in this case named BO_CMS) with ownership

assigned to the user that was previously created (BO_user in this example)

because CA BI creates tables in this database.

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12 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

6.  Go back to the login that was created (“BO_user” in this case) to set the

"Default database" to “BO_CMS” (the one that was just created as the CMS

database). Click "OK."

7.  Exit SQL Server Management Studio.

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Chapter 3: Set Up DSN for a CA Business Intelligence Connection 13

Chapter 3: Set Up DSN for a CA Business

Intelligence ConnectionTo install CA BI using SQL Server as the CMS host, you need to configure an

ODBC connection to your database. These steps will require the database login

and name that were set in the previous section. Specific steps follow, but in

general, you will create a system DSN that connects to the SQL Server

database that you previously set up.

Note: CA BI 2.1 requires a 32-bit ODBC connection. If you are running on a

64-bit system, you may need to perform the following steps prior to

configuring your DSN:

1.  Navigate to the following folder: C:\Windows\SysWow64

2.  Run odbcad32.exe.

3.  Create\configure the DSN.

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14 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

The following are detailed steps for configuring an ODBC connection to a SQL

Server database prior to installing CA BI:

1.  Start ODBC Data Source Administrator: Click <Start->Programs

->Administrative Tools->Data Sources (ODBC)> and click the System DSN

tab.

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Chapter 3: Set Up DSN for a CA Business Intelligence Connection 15

2.  Click "Add..." to add a Data Source and select SQL Server, then click

Finish.

3.  Provide a name and description for the DSN, select the SQL Server

instance that was configured previously, then click "Next."

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16 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

4.  Select SQL Server authentication and enter the Login ID and Password

entered in the database configuration steps (“BO_User” and the

<bo_password> that you designated during the database configuration),

then click "Next."

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Chapter 3: Set Up DSN for a CA Business Intelligence Connection 17

5.  Leave the defaults on the following two screens and click "Next" and then

 “Finish.”  

6.  Click "Test Data Source" to ensure that the connection is successful.

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18 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

7.  Click "OK" twice to exit the ODBC Data Source Administrator.

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Chapter 4: CA Business Intelligence Installation 19

Chapter 4: CA Business Intelligence

InstallationCA BI installs BusinessObjects Enterprise XI as a stand-alone component. The

installer will require the Data Source Name that was configured in the chapter

 “Set Up DSN for a CA Business Intelligence Connection” (step 3), as well as

the database name, and the database login information that was created in the

chapter “Configure SQL Server for Use as the CA Business Intelligence

Database” (steps 2-5).

Note: Once the actual installation starts, it can take up to two hours to

complete.

The Microsoft Windows systems that you are installing on must meet or exceed

the following requirements:

  CPU - P3 700 MHz

  Memory - 2 GB;

  Disk space - 7.5 GB (r2); 8.5 GB (r2.1)

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20 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

To successfully install CA BI on Windows, the user who runs the installation

must be a member of the local Administrators group.

The following steps detail the CA BI installation process:

1.  Double-click "install.exe" in the CA BI installation media at <...\cabi-

windows\Disk1\InstData\VM>.

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Chapter 4: CA Business Intelligence Installation 21

2.  Click "OK" on the Language selection screen.

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22 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

3.  Click "Next" at the introduction screen.

4.  Scroll down to read the License Agreement, then select "I accept..." and

click "Next."

5.  Select Custom for Installation Type, then click "Next."

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Chapter 4: CA Business Intelligence Installation 23

6.  Choose the installation location and click "Next."

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24 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

7.  Enter a Business Objects XI administrator password (this will be used to

log into the installed product). The password must be complex, which is

enforced by the dialog.

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Chapter 4: CA Business Intelligence Installation 25

8.  Select "Use Existing DBMS" and "Microsoft SQL Server" and click "Next."

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26 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

9.  Enter information from the previous chapters for DSN Name, Database

Name, User Name, and Password.

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Chapter 4: CA Business Intelligence Installation 27

10. If you choose to enable auditing with these instructions, you must select

"Use the same settings for the Audit database."

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28 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

11. If you are using a web server other than the default Tomcat, select "No" to

install Tomcat and select your preferred web server. Otherwise, leave the

default of "Yes" and click "Next."

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Chapter 4: CA Business Intelligence Installation 29

12. Leave the default values for Tomcat web server configuration and click

"Next."

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30 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

13. Select "Yes" to install sample databases and templates, then click "Next" to

assist with installation confirmation.

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Chapter 4: CA Business Intelligence Installation 31

14. At the installation settings confirmation screen, click "Install."

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32 Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005

15. Post Installation, reboot as directed, then check the Central Configuration

Manager: Click <Start->Programs->BusinessObjects XI Release 2-

>BusinessObjects Enterprise->Central Configuration Manager> to ensure

that all Business Objects services are running. If any services are not

running, they can be started here or in the Windows Services interface.

The default port for the Central Management Server is 6400, which is not

configurable at installation time. The other server ports are dynamically

assigned to an open port greater than 1024. All server ports can be

configured here in the CCM in the detail dialogue for each service.

16. The Administration Launchpad contains links to the Central Management

Console (configuration) and Infoview (report interface). Click <Start-

>Programs->BusinessObjects XI Release 2->BusinessObjects Enterprise-

>BusinessObjects Enterprise .NET Administration Launchpad>.

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Chapter 4: CA Business Intelligence Installation 33

17. Click the Central Management Console link to view configuration and

administrative options. At the login screen, the defaults are:

  "System" - <system name:6400>

  "User Name" - "administrator"

  "Password" - the Business Objects password that was specified during

installation

  "Authentication Type" should be "Enterprise"

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18. Click the Infoview link on the Administration Launchpad to view reports.

Sign in with the same parameters as used with the Configuration

Management Console and navigate to <Public Folders->CA Reports->CA

Standard Reports> to view CA report templates, and <Public Folders-

>Report Samples> to view and execute the sample reports.