High-Level Installation and Setup Task List (OBIA, Informatica,OBIEE & DAC)

 High-Level Installation and Setup Task List

This section describes the high-level tasks that you must complete in the specified order to install and set up Oracle BI Applications.

Note: The tasks in the following list form Step 2 in Section 2.4, "Roadmap to Installing, Setting Up, and Configuring Oracle BI Applications".

You must complete these tasks in the order listed below.

1. Before you start, do the following:
   1. Follow the appropriate preinstallation steps in Chapter 3, "Preinstallation and Deployment Requirements for Oracle BI Applications."
   2. On the target installation machine, make sure that you have a valid Oracle Middleware Home (MW_HOME) that contains a valid Oracle BI EE Infrastructure Home (ORACLE_HOME). For more information about Home locations, see Section 4.2.1, "Summary of Oracle Home Locations Used in this Guide.".
      You must make sure that:
      - The BI EE system is installed and configured using the Simple or Enterprise installation type from the Oracle BI EE installation.
      - The WebLogic Administration Server and NodeManager needs to be running. The Oracle BI Applications installer validations check that the WebLogic Administration Server and NodeManager are running. If these two processes are not running, then the Oracle BI Applications installation will not proceed.
   3. Make sure that you satisfy the Informatica PowerCenter requirements that are specified in Section 4.3.2, "Informatica PowerCenter Requirements."
   4. Make sure that you satisfy the Code Page requirements that are specified in Section 4.3.3, "Code Page and Data Movement Requirements."
   5. Make sure that you perform the mandatory preinstallation tasks that are specified in Section 4.5, "Setup Task: Preinstallation Tasks." The preinstallation tasks are the following:
      - Section 4.5.1, "Create Databases for Oracle BI Applications and Informatica PowerCenter Components"
      - Section 4.5.2, "Install and Configure Database Connectivity Software"
      - Section 4.5.3, "Perform Prerequisites for Informatica PowerCenter Installation"
2. Run the Oracle BI Applications 7.9.6.4 installer on a Windows machine that contains a valid Oracle BI EE Infrastructure Home (ORACLE_HOME). For more information, see Section 4.6, "Setup Task: Installing the Oracle BI Applications files."
   1. Make sure that a complete installation of Oracle Business Intelligence Enterprise Edition is installed on the machine on which you want to install Oracle BI Applications. For more information, see Section 4.3.1, "Oracle Business Intelligence Infrastructure Requirements for the Oracle BI Applications Installer."
      Note: This instance of Oracle Business Intelligence Enterprise Edition does not need to be the functional version that you will use to deploy dashboards in your live system. This instance is only required to enable the Oracle BI Applications installer to install the Oracle BI Applications files on a machine.
3. Install Informatica PowerCenter Services and Client Version 9.0.1 Hotfix 2 software and set up the Informatica components for use with Oracle BI Applications. For more information, see Section 4.7, "Setup Task: Installing and Setting Up Informatica PowerCenter."
   Note:

   Informatica PowerCenter Client must be co-located with DAC Client. Informatica PowerCenter Server must be co-located with DAC Server.
   Note:

   See the System Requirements and Supported Platforms for Oracle Business Intelligence Applications for information about additional hot fixes or emergency bug fixes that might be required to support the current version of Informatica.
   1. Install Informatica PowerCenter Client as described in Section 4.7.1, "Installing Informatica PowerCenter Client Tools (Windows)."
   2. Install Informatica PowerCenter Services as described in Section 4.7.2, "Installing Informatica PowerCenter Services."
      During the installation, you are prompted to create an Informatica Domain using a suitable database account. For information about creating a suitable database account, see Section 4.5.1, "Create Databases for Oracle BI Applications and Informatica PowerCenter Components".
   3. Create the Informatica Repository Service as described in Section 4.7.3, "Creating the Informatica Repository Service."
   4. Create the Informatica Integration Service as described in Section 4.7.4, "Creating the Informatica Integration Service."
   5. Restore the Pre-built Informatica Repository as described in Section 4.7.5, "Restoring the Pre-built Informatica Repository."
   6. Configure the Informatica PowerCenter components as described in Section 4.7.6, "Configuring Informatica PowerCenter Components."
4. Restore the pre-built Informatica Repository file provided with Oracle BI Applications. This file includes ETL repository objects, such as mappings, sessions, and workflows. For more information, see Section 4.7.5, "Restoring the Pre-built Informatica Repository."
5. Install the DAC Client and Server Platform. The DAC Platform is installed by the Oracle Data Warehouse Administration Console (DAC) installer. For more information, see Section 4.8, "Setup Task: Installing and Setting Up the DAC Platform."
   Note:

   Informatica PowerCenter Client must be co-located with DAC Client. Informatica PowerCenter Server must be co-located with DAC Server.
   1. (On Windows) Install DAC as described in Section 4.8.1, "Installing DAC on Windows Using the DAC Installer."
   2. (On UNIX) Install DAC as described in Section 4.8.3, "Deploying the DAC Server on Linux or UNIX."
   3. Install JDBC Drivers for DAC as described in Section 4.8.4, "Installing a JDBC Driver for DAC Database Connectivity."
   4. (Siebel-specific) Create ODBC Connections for the DAC Client as described in Section 4.8.5, "(Siebel specific) Creating an ODBC Database Connection for a Siebel Source System."
   5. Install Informatica pmcmd and pmrep as described in Section 4.8.6, "Setting Up pmcmd to Enable Communication Between Informatica PowerCenter and DAC."
   6. Install DAC Metadata files as described in Section 4.8.7, "Installing DAC Metadata Files."
6. Log into DAC and Import Metadata into the DAC Repository. For more information, see Section 4.9, "Setup Task: Log into DAC for the First Time, Configure DAC Server, and Import Metadata into the DAC Repository."
7. Create the Oracle Business Analytics Warehouse tables. For more information, see Section 4.10, "Setup Task: Creating the Oracle Business Analytics Warehouse Tables."
8. Configure the DAC Server. For more information, see Section 4.11, "Setup Task: Configuring the DAC Server."
9. Configure DAC Integration Settings. For more information, see Section 4.12, "Setup Task: Configuring DAC Integration Settings."
10. Create Relational Connections in Informatica Workflow Manager, as specified in Section 4.13, "Setup Task: Configuring Relational and Application Connections in Informatica Workflow Manager."
11. Configure the Oracle BI Repository connections, as specified in Section 4.16, "Setup Task: Configuring the Oracle BI Repository Connections."
12. Copy the Oracle BI Applications RPD and BI Presentation Catalog to a suitable Oracle BI EE Machine and deploy them. For more information, see Section 4.17, "Setup Task: Deploying the Metadata Repository and Presentation Catalog."
13. Configure the SiebelUniCodeDB Custom Property, as specified in Section 4.14, "Setup Task: Configuring the SiebelUnicodeDB Custom Property."
14. Set up DAC to receive email notification. For more information, see Section 4.15, "Setup Task: Setting Up DAC to Receive Email Notification."
15. If your deployed BI EE system with Oracle BI Applications is different from the BI EE system used to install Oracle BI Applications, then you must apply the security policy to the BI Domain on the deployed BI EE system by following the steps in Section 4.18, "Setup Task: Applying the Oracle BI Applications Security Policy to the BI Domain.".
    If your deployed BI EE system with Oracle BI Applications is the same as the BI EE system used to install Oracle BI Applications, then the Oracle BI Applications installer performs this configuration automatically.
16. Perform required post-installation tasks that are specific to your deployment, as follows.
    • Section 4.19.1, "Configuring Security-Related Initialization Blocks."
    • Section 4.19.2, "Setting DAC Source System Parameters."
    • Section 4.19.3, "Creating Stored Procedures for DB2-UDB."
    • Section 4.19.4, "Siebel-Specific Configuration Tasks."
    • Section 4.19.5, "Teradata-Specific Configuration Tasks."
    For more information, see Section 4.19, "Setup Task: Additional Configuration Tasks."