Business objects DATA INSIGHT XI 3.0 User Manual

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BusinessObjects Data Insight XI 3.0 Windows Installation Guide

BusinessObjects Data Insight XI 3.0 12.1.0.0

August 2008

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BusinessObjects Data Insight XI 3.0 Windows Installation Guide

Preface.............................................................................................................5

Documentation.................................................................................................7

Chapter 1:

Introduction................................................................................................... 9

Get started ......................................................................................................10

Data Insight software requirements and database servers..............................12

Install the software...................................................... .... ..... ..........................15

Chapter 2:

Install for Oracle Metadata Repository.................................................... 19

Pre-installation checklist for Oracle Metadata Repository ............................20

Install the Metadata Repository for Oracle....................................................24

Install the engine and GUI for Oracle Metadata Repository..........................25

Chapter 3:

Install for Microsoft SQL Server Metadata Repository.......................... 31

Pre-installation checklist for Microsoft SQL Server Metadata Repository ...32

Install the Metadata Repository for Microsoft SQL Server...........................35

Install the engine and GUI for Microsoft SQL Server Metadata Repository.36

Chapter 4:

Install for DB2 Metadata Repository........................................................ 41

Pre-installation checklist for DB2 Metadata Repository................................42

Install the Metadata Repository for DB2 .......................................................45

Install the engine and GUI for DB2 Metadata Repository.............................46

Appendix A:

Upgrade/Reconfigure the software.............................................................51

Appendix B:

Data Services truth data query configuration...........................................55

Appendix C:

Configure the system for e-mail notification.............................................57

Appendix D:

Create reference data tables........................................................................63

Appendix E:

Tuning and troubleshooting........................................................................65

Index..............................................................................................................71

Contents

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Preface

Without high quality data, you might have to guess about things you should know, or worse, unknowingly make what you perceive are informed decisions based on inaccurate information.

Data Insight is a unique software tool that allows you to apply professional quality control methods to manage the accuracy, consistency, completeness, and integrity of information stored in databases. By using technology that integrates total quality management principles with data modeling and relational database concepts, Data Insight diagnoses data quality problems and facilitates data cleanup efforts.

About this guide

This guide describes the hardware and software requirements for Data Insight and explains how to install the software. It provides specific instructions for working with the Metadata Repository and the supported source data types.

Installation media You can download your software.

1. Access the Business Objects Electronic Software Download (ESD) site.

https://businessobjects.subscribenet.com

2. Enter your username and password and click Login. Note: You should have received an email from Business Objects that included your new login information.

3. Select Products – Purchased to see a list of available downloads. Select Data Insight.

4. Select the file you want to download. Note Select the ISO Image option if you plan to use a CD writing utility to create install CDs. Uncompress and install Data Insight.

Find the software version number

After you install the software, to find the version number of the software in the GUI, choose:

 Help > About Data Insight, or

If you have questions about the installation

 Help > About Metadata Repository

To find the version number of the software in the Data Insight engine, access the iqieng.log file. By default, this file resides at c:\Firstlogic\IQInsight\eng. This file is created the first time you start the engine, and the first line of this file contains the version number.

If you have questions about the installation process, contact Business Objects at http://technicalsupport.businessobjects.com

Note that our ability to resolve W indows NT issues may be limited to those issues that can be reproduced on Windows 2000, Windows 2003 and Windows XP workstations.

Preface

Conventions

This document follows these conventions:

Convention Description

Bold

Italics

Menu commands

We use bold type for file names, paths, emphasis, and text that you should type exactly as shown. For example, “Type

cd\dirs

.”

We use italics for emphasis and text for which you should substitute your own data or values. For example, “Type a name for your file, and the

.txt

extension (

testfile

.txt

).”

We indicate commands that you choose from menus in the following format: Menu Name > Command Name. For example, “Choose File > New.”

We use this symbol to alert you to important information and potential problems.

We use this symbol to point out special cases that you should know about.

We use this symbol to draw your attention to tips that may be useful to you.

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Documentation

Documentation related to this product includes the following:

 BusinessObjects Data Insight XI 3.0 Release Notes. These notes provide

information about the content of the software release.

 BusinessObjects Data Insight XI 3.0 Optimizat ion and Administration Gu ide.

This guide is a planning and reference guide for those who have administrative responsibilities for the Data Insight application.

 BusinessObjects Data Insight XI 3.0 User’s Guide. This guide provides

conceptual information about the software features and explains how to use Data Insight.

Install Adobe Reader To read the documentation, you must install Adobe Reader. An installer for

Adobe Reader is included on the Data Insight Windows-based media.

Access the latest documentation

After installing the Data Insight application, you can access the BusinessObjects Data Insight XI 3.0 Release Notes, BusinessObjects Data Insight XI 3.0 Installation Guide for Windows, and the BusinessObjects Data Insight XI 3.0 User’s Guide from shortcuts on the Start menu. To access the documentation:

 Choose Start > Programs > BusinessObjects XI 3.0 > BusinessObjects Data

Insight > Data Insight Documentation.

 Click the appropriate shortcut for the documentation that you want to view.

You can access the BusinessObjects Data Insight XI 3.0 Optimization and Administration Guide at the following default installation location:

c:\Firstlogic\IQInsight

The PDF file names for these documents use the former name of this product, IQ Insight.

On the Customer Portal Go to http://help.sap.com and click Business Objects at the top of the page to

access all the latest product documentat ion. You can view the PDFs online or save them to your computer for viewing or printing.

Preface

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Chapter 1: Introduction

This chapter describes the primary components of the Data Insight software, provides hardware and software requirement s an d d ata ba se servers, and provides an overview of the installation process.

Chapter 1: Introduction

Get started

As with any multi-tiered application, Data Insight depends on multiple layers of additional software supplied by other vendors. To make sure that you have all of the necessary components and that they are properly configured, see the appropriate relational database setup instructions in this document.

Data Insight components

The Data Insight application consists of the following components:

 Metadata Repository  Data Insight engine  Data Insight graphical user interface (GUI)  Report exporting engine

The following illustration shows the communication paths between each of the Data Insight components and the Data Quality Server.

Microsoft Windows

GUI

OLEDB

Microsoft Windows and UNIX

Engine

TCP/IP

Data Quality Server

OLEDB, ODBC

TCP/IP

Report exporting engine

DB2, SQL Server, Oracle, Sybase, Teradata, nonrelational files

Source

data

MVS, UNIX, Microsoft Windows

ODBC/Native

Metadata tables

Metadata

Results tables

Task tables

Repository

Metadata Repository The Metadata Repository contains information required by the engine, GUI, and

report exporting engine to operate. The source data is the data that you will analyze with the Data Insight applicatio n, and the optiona l Data Quali ty Serv er is the application that powers all of the data processing done by Data Quality.

Connectivity between the Data Insight components is achieved via the OLEDB drivers, and in the case of the UNIX engine, the ODBC drivers. The OLEDB drivers are supplied by the RDB MS when the client software packages are installed on the client machine. When these are not available, use the generic

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

OLEDB drivers supplied in MS Windows. The UNIX ODBC drivers are supplied on the Data Insight engine installation location.

Data Insight engine and GUI

The GUI and engine do not communicate directly with each other, but rather via the Metadata Repository. When a user performs an action in the GUI (for example, creating, saving, or running a task), the GUI updates the Metadata Repository with the task settings and begins pinging the Metadata Rep osi to ry for results. The engine, which is continuously polling the Metadata Repository for new tasks, selects the task for execution.

When the engine finishes executing the task, it updates the Metad ata Repository with the results. When the results become available, the GUI displays them to the user.

Source data connections In reference to the source data connections, both the engine and the GUI access

the source data. The GUI accesses the source data to retrieve the metadata, which is displayed to the user; whereas the engine accesses the source data to execute the tasks or queries against it.

Report exporting engine The report exporting engine accesses the Metadata Repository to export reports

and results data for scheduled tasks. For example, when you schedule tasks to run overnight, you can choose to export reports and/or results data for those tasks to a central location.

Data Quality Server The Data Insight engine can communicate with the Data Quality Server to

execute a task. The Data Quality Server accesses the Metadata Repository to create results data for address validation.

Chapter 1: Introduction

Data Insight software requirements and database servers

The Data Insight software consists of the Data Insight engine, report exporting engine, Data Insight GUI, and the Metadata Repository.

Data Insight is intensively computational, so we recommend high-quality hardware. A fast processor will make a noticeable difference, both within Data Insight and throughout the Windows operating environment.

You can install the engine, report exporting engine, and the GUI on the same Microsoft Windows machine or on different Microsoft Windows machines. For UNIX systems, you must install the engine on UNIX, and the GUI and report exporting engine on Microsoft Windows. You will create the Metadata Repository on a database server.

If you plan to use the e-mail notifi cation feature, you will need to define an e-mail account to the computer where you have installed the Data Insight engine. For more information, see “Configure the system for e-mail notification” on page 57.

Before starting the engine, review the section about configuration settings in the BusinessObjects Data Insight XI 3.0 Optimization and Administration Guide. You should update your iqi.ini file based on your environment.

Hardware and software requirements for Windows

The following list shows the minimum hardware and software requirements for running Data Insight on Microsoft Windows:

 IBM-compatible client computer with a Pentium IV series processor, 800

MHz or faster

 Microsoft Internet Explorer, versio n 5. 5, SP2 or late r  Microsoft Data Access Components (MDAC) Version 2.7 (which is included

with the Data Insight installation), or later.

If you update the MDAC version after you install the Data Insight application, refresh the Data Insight application. For more information, see “Refresh your installation” on page 64.

 Crystal Reports 9 (included with the Data Insight installation)

During the upgrade or install process, you are prompted to remove the following pre-Crystal 9 files from the Windows system path, if they exist. You can allow the install process to remove them, or you can remove them manually later.

 cpeaut32.dll  crpe32.dll  crxlat32.dll  p2bbnd.dll  p2smon.dll  p2sodbc.dll  p2soledb.dll  pg32conv.dll

 Transmission Control Protocol/Internet Protocol (TCP/IP) activation  Client Access Express for DB2 on AS/400 connectivity  Personal computer base resolution of 1024 x 768  Microsoft Windows 2000 Professional, SP4; Microsoft Windows 2003, SP1;

or Microsoft Windows XP Professional, SP1 or SP2

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

 To connect to and analyze flat files on open systems, Data Insight requ ir es

NFS connectivity that provides the capability of accessing UNIX files as if they reside on the local PC.

 To view the data in the user interface, install the Arial Un icode font from the

Microsoft installation CD. Otherwise, the data may appear distorted.

 RAM

 512 MB of RAM for the GUI  512 MB of RAM for the engine. If less is available, set the

MaximumMemoryUsage property in the iqi.ini file appropriately (the default is 256 MB). For more information, see the BusinessObjects Data

Insight XI 3.0 Optimization and Administration Guide.

 512 MB of RAM is recommended if the engine and GUI are installed on

the same machine.

 Hard disk space

 30 MB of hard disk space for the GUI  100 MB of hard disk space for the engine

During installation, the installer terminates if it detects any of the following conditions:

 User performing the install does not have administrator privileges  Windows does not have Internet Explorer 5.5, SP2 or later  The version of Windows is not supported

Supported databases Data Insight supports the following databases for both Metadata Repository and

source data:

 Oracle 9i or later

 When using the Oracle timestamp feature, you must have a specific

Oracle client version, patch, and ODBC driver. See “Using the

timestamp option in iqi.ini” on page 65 for details.

 Microsoft SQL Server 2000 or later  DB2, version 7.2 or later

Depending on the database server to which you are connecting, install the appropriate client on all workstations that will use Data Insight to assess data.

Additional supported source data

Additionally, Data Insight supports the following source data:

 Non-relational mainframe data  Text files (UNIX and Windows)  Oracle 8i  DB2 on AS/400, version 5.1 or later  DB2 on mainframe, version 7.1 or later  Teradata Database v2R5, Client: 7.0

Chapter 1: Introduction

 Microsoft Access 2000 or later  Sybase ASE, version 12.5 or later

The Sybase client default installation does not include the OLE DB drivers. You will need to select the Custom setup type when installing the Sybase client and make sure that the following features are selected:

 Common ctlib files and Common dbib files (Conne ctivity > Ope n Client)  ODBC and OLEDB (ASE Data Providers)

Depending on the database server to which you are connecting, install the appropriate client on all workstations that will use Data Insight to assess data, as applicable (no client needed for text files).

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Install the software

These are the high-level steps that you must follow to install the Data Insight application.

1. Install BusinessObjects Data Services XI 3.0 or Data Quality XI (if

2. Install the directories (optional).

3. Complete the pre-installation steps for your Metadata Repository.

4. Install the Data Insight Metadata Repository.

5. Install the Data Insight engine and GUI.

applicable).

Data Quality limitations

Step 1: Install Data Quality

Consider the following Data Quality limitations:

 If you are using Windows Authentication for security purposes, the login ID

of the Data Quality Server must have access (read/write permissions) to the SQL Server Metadata Repository.

 If you are running Data Quality on a non-Windows platform and you plan to

perform truth data queries, we recommend that you use a Data Insight Metadata Repository on Oracle.

 If Data Quality is on a non-Microsoft Windows platform and the Metadata

Repository is on Oracle, the version of the Oracle client that is installed on that server must be Oracle9i or Oracle10g.

 The user starting Data Insight on UNIX must have read and write

permissions to Data Quality repository path .

 If the Data Insight software is installed on UNIX, we recommend that you do

not install Data Quality on Microsoft Windows.

 The Data Insight engine must be able to establish a connection to the Data

Quality paths.

If you own Data Quality licensed software, the first step of the installation process is to install the necessary components for Data Quality, which will allow you to perform truth data queries. For details about insta lling Data Quality, see the BusinessObjects Data Quality XI System Administrator’s Guide or the Data Services Gettting Started Guide. Note that you can install the Data Insight software without installing Data Quality.

Step 2: Install the directories

If you own and have installed Data Quality licensed software, the next step is to install the directories. Some of Data Insight’s address validation features, as well as the Data Quality address cleansing features, re ly on sets of address data. These data sets are called directories. Much like a phone book is a directory of names and phone numbers, address directories are sets of address-related data. For details about installing the directories, see the BusinessObjects Data Quality XI System Administrator’s Guide or the Data Services Gettting Started Guide.

Chapter 1: Introduction

Step 3: Complete the Metadata Repository pre-installation checklist

It is important that you verify everything in the pre-installation checklist for the respective Metadata Repository. The Data Insight Metadata Repository is the set of tables that Data Insight uses to perform and to store the analysis of your data.

Choose from the following set of pre-installation tasks appropriate for your Metadata Repository.

Database See

Oracle “Pre-installation checklist for Oracle Metadata Repository” on page 20 SQL Server “Pre-installation checklist for Microsoft SQL Server Metadata Reposi-

tory” on page 32

Step 4: Install the Data Insight Metadata Repository

Step 5: Install the Data Insight engine and GUI

DB2

“Pre-installation checklist for DB2 Metadata Repository” on page 42

After you have made the necessary preparations, yo u must install the Data Insi ght Metadata Repository; we recommend that your database administrator install it.

You only install the Metadata Repository the first time that you install Data Insight. If you are upgrading, see “Upgrade the software” on page 63.

Depending on the type of database you use, choose from the following.

Database See

Oracle “Install the Metadata Repository for Oracle” on page 24 SQL Server “Install the Metadata Repository for Microsoft SQL Server” on page 35 DB2 “Install the Metadata Repository for DB2” on page 45

You need to install the remaining two Data Insight components: the Data Insight engine and GUI. The engine can work with Data Quality to provide power for truth data query processing. You use the GUI application to set up your Data Insight processing.

You can install the engine, report exporting engine, and the GUI using one of the following options:

 Install the engine (includes the report exporting engine) and GUI on the same

Microsoft Windows workstation.

 Install the engine (includes the report exportin g eng ine) an d GUI on separate

Microsoft Windows workstations.

 Install the engine on a UNIX workstation, and the GUI and report

exporting engine on a Microsoft Windows workstation(s).

You can run multiple GUIs from different workstations against the same Metadata Repository. However, you can only run one engine and one report exporting engine against that Metadata Repository; these engines will service all of the GUI instances running against that Metadata Repository.

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

You only own a certain number of Data Insight clients. To determine if you are in compliance with your license, you can run a database script. See the

BusinessObjects Data Insight XI 3.0 Optimization and Administration Guide.

For details about installing the engine and GUI

Find the software version number

Depending on the type of database you use, choose from the following.

Database See

Oracle “Install the engine and GUI for Oracle Metadata Repository” on

page 25

SQL Server “Install the engine and GUI for Microsoft SQL Server Metadata

Repository” on page 36

DB2 “Install the engine and GUI for DB2 Metadata Repository” on page 46

After you install the software, to find the version number of the software in the GUI, choose:

 Help > About Data Insight, or  Help > About Metadata Repository

Chapter 1: Introduction

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Chapter 2: Install for Oracle Metadata Repository

This chapter provides information about installing the Metadata Repository, the engine, and the graphical user interface (GUI) for an Oracle Metadata Repository.

Chapter 2: Install for Oracle Metadata Repository

Pre-installation checklist for Oracle Metadata Repository

Before installing the Metadata Repository, the engine, and the GUI, read the following steps to ensure proper in stallation of the Data Insight applic ation and its components. If you have questions about the pre-installati on process, consult with your database administrator (DBA).

Step 1: Choose a database

Decide which database on which to install the Metadata Repository. We recommend that your DBA install the Metadata Repository.

You will need the net service name where you store the Metadata Repository. Y ou can obtain this information from the Oracle tnsnames.ora file located at ORACLE_HOME\network\admin, or from your database administrator.

Because Data Insight stores the results of the data analysis on the Metadata Repository, the database may rapidly increase in size, especially if analyzing large databases. To get optimum use of the software:

 If you assess data on more than one type of database, ensure that the database

on which the Metadata Repository is installed does not have a lesser character set than the assessed source databases.

 Consider the intended use of the product.  Consider the size of the database(s) that you will analyze.  Monitor the Oracle database that contains the Metadata Repository to

determine the necessary maintenance (analyzing, rebuilding indexes, expanding tablespace, and so on).

 You may decide to analyze various dat a sources, including databases of

different vendors. If so, consider if you will need to return data extracts from the source data.

If the source data and Metadata Repository are not of the same vendor (for example, Oracle), Data Insight may not return certain values. It may also omit large object data types when copying data from source data to the Oracle Metadata Repository.

Table specifications The following table lists the Oracle table specifications.

Attribute Maximum

Row size 2,000,000 bytes Number of columns per table 1000 Number of characters in a column name 30

Step 2: Choose an owner

A user or schema (referred to as the Metadata Repository owner) will be used to create the Metadata Repository. Using Oracle Enterprise Manager Console, expand the database until you can acc ess Security > Users to access the user level information.

If an existing user will not be used for the Metadata Repository owner, then create a new Oracle user (for example, DI_OWNER), for the Metadata Repo sitory owner.

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

When you create an owner for the Metadata Repository, the initial character

of the user must be an alphabetic character (for example, DI_OWNER). The initial character cannot be a symbol or numeral.

The Metadata Repository owner user will require the following:

 TABLESPACE. Assign the schema a default tablespace of at least 300 MB

free space. For cross-Oracle database querying, Data Insight requires temporary tablespace of at least 200 MB, which also needs to be assigned to the schema as a default temporary tablespace. We recommend that the Metadata Repository user has unlimited tablespace settings on its default tablespaces.

 From the Security > Users > ROLE tab, grant the

SELECT_CATALOG_ROLE on the Metadata Repository to MDR owner user.

 From the Security > Users > System Privileges tab, grant the following

system privileges to the Metadata Repository owner user. Not all of these privileges may appear in this tab; select the ones that do.

 Alter trigger  Create sequence  Create table  Create trigger  Create view  Create procedure  Insert table  Delete table  Select any table  Update table  Unlimited Tablespace

Observe these notes about the following system privileges. Select any table: This system privilege is needed if the repository and

profiling data sources are colocated. Instead of using Select any table, you may grant select privileges to the specific tables that need to be profiled.

Unlimited tablespace: Instead of granting Unlimited tablespace, you may allocate the large default tablespace (several gigabytes) for the repository owner. You may monitor the tablespace utilization to make sure the space allocation is sufficient.

 Apply all changes.

This Oracle user will be used for the owner (Account) and username (with the password) prompts during the Data Insight installation interview, and as the SCHEMA name when running the metadata create script.

Chapter 2: Install for Oracle Metadata Repository

Step 3: Gather information needed to run the create script

Verify that the person running the Data Insight create script has the following rights and information:

 The database name where the Metadata Repository is installed (see step 1).  The following Oracle Metadata Repository interview information (see step

2).

 The Metadata Repository owner username and password with the correct

privileges to connect to the database (see step 2).

 SCHEMA name. This is the Oracle user account for the Data Insight

owner, DI_OWNER.

 TABLESPACE name. To determine the TABLESPACE name, run the

following statement in SQL*Plus. Substitute the ? with the capitalized SCHEMA name of the Data Insight Metadata Repository.

SELECT DEFAULT_TABLESPACE FROM USER_USERS WHERE USERNAME=’?’;

 INDEX_TABLESPACE name. You can use the same TABLESPACE

name for the INDEX_TABLESPACE, or you can execute the following statement in SQL*Plus substituting the ? with the capitalized SCHEMA name.

Step 4: Gather information needed for installation

SELECT TABLESPACE_NAME FROM USER_INDEXES WHERE TABLE_OWNER=’?’;

Verify that the person installing the engine and/or GUI has the following rights and interview information:

 The following Oracle Metadata Repository interview information:

 Net service name from the tnsnames.ora file.  Metadata Repository Owner (DI_OWNER) and password (see step 2).

 Windows administrative privileges on the workstation(s) where the engine

and/or GUI are to be installed.

 Ensure that the Oracle client is properly installed on each workstation that

will have the Data Insight engine and/or GUI installed. If you experience problems during the installation, see “Tuning and troubleshooting” on

page 65.

 If you install the engine and GUI on different workstations, ensure that

the entries for the server where the Metadata Repository tables reside are identical in the tnsnames.ora file on each workstation. You can find the tnsnames.ora file at ORACLE_HOME\network\admin (copy and paste the file to each workstation if necessary)

Use an Oracle utility, such as SQL*Plus, to test the desktop-to-database connectivity on each of the workstations using the users’ Oracle user and password, and the database (see steps 1, 2, and 3).

 If you have a licensed version of Data Quality and you plan to perform trut h

data queries, you will need the following information and files:

 Data Quality Server IP address

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

The checklist is complete

 Location of the bootstrap file  Data Quality Oracle client version

 If you have a licensed version of Da ta Serv ices and you pl an to p erform truth

data queries, you will need the following information and files:

 Access Server IP address  Access Server Port number  Web service URL  System configuration

The system configuration identifies the Data Insight repository. If you have multiple repositories, you will use multiple system configurations. The default configurations include the following.

Repository type System configuration name

Oracle SC_IQI_ORA DB2 SC_IQI_DB2 MS SQL SC_IQI_MSSQL

This completes the steps of the checklist. If you were unable to complete

any of these steps, or if you need additional information about this preinstallation checklist, contact your database administrator.

Chapter 2: Install for Oracle Metadata Repository

Install the Metadata Repository for Oracle

Prior to running the Oracle create script for Data Insight, be sure that y ou have all of the checklist items from “Step 3: Gather information needed to run the create

script” on page 22. Y ou will n ot be able to acc urately run the c reate script with out

all of the checklist items.

Install the Metadata Repository

Perform the following steps to install the Metadata Repository on Oracle:

Y ou will only install the M etadata Repository the first t ime that you install the Data Insight software. If you are upgrading your software, see “Upgrade/

Reconfigure the software” on page 51.

1. Start SQL*Plus by using the Data Insight Metadata Repository account owner’s login information.

2. Go to the location of the installation package at https://

businessobjects.subscribenet.com/ and then enter your login ID and

password.

3. In SQL*Plus, execute the script by entering: @“x:\metadatarepository\oracle\iqi_cre_ora.sql”; (where x is the location

of the installer package or media). The script requires the entry of the SCHEMA, TABLESPACE and

INDEX_TABLESPACE (see “Step 3: Gather information needed to run the

create script” on page 22).

The first portion of the create script drops all existing Data Insight tables. If this is the first time that the script is run, it will display a message that the table is not found. This is a normal function of the application.

If you are profiling Unicode data, you must also run the Unicode alter script, iqi_alter_ora_unicode.sql (the Oracle script requests SCHEMA).

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Install the engine and GUI for Oracle Metadata Repository

Before you install Data Insight, make sure that you hav e all of the items yo u need for the installation process. For more information, see “Pre-installation checklist

for Oracle Metadata Repository” on page 20. You cannot accurately install Data

Insight without all of the checklist items. The Windows engine can be installed:

 With the GUI on the same Microsoft Windows workstation, or  Separate from the GUI on a Microsoft network server.

In either case, the report exporting engine will be installed with the engine.

You can run multiple GUIs from different workstations against the same Metadata Repository. However, you can only run one engine and one report exporting engine against that Metadat a Reposi tory ; these en gine s will hand le all of the GUI instances running against that Metadata Repository.

To begin the installation process, you can either:

 Double click the setup.exe file from the installation location, or  Choose Start > Run, browse for the setup.exe file, and then click OK.

If you do not have .NET 1.1 Framework

Setup reviews your .NET configuration to make sure that you have the correct version installed, and updates it if necessary.

SP1 installed

Introductory windows When the installation process begins, the following windows appear:

 Welcome InstallShield Wizard. At this window, click Next to continue.  Confirmation Requested. You must install the Metadata Repository before

you install the software. If you already installed it, click Yes to display the Welcome window. If not, click No and then see “Install the Metadata

Repository for Oracle” on page 24.

 License Agreement. If you agree to the terms of the agreement, click Next to

continue with the setup process.

GUI only installer If you are installing only the GUI, the Technology Selection window appears.

You can skip to that section of this guide.

If you choose to install only one of these components, you can update your configuration later. For more information, see “Upgrade/Reconfigure the

software” on page 51.

Engine and GUI installer

If you want to use your installed copy of Data Quality to perform address validation, select either Data Quality XI (versions 8.03 through 11.7.1) or Data Services or select Do Not Connect.

If you chose either Data Quality or Data Services, the Data Quality Connection Interview window appears. If you click No, the Technology Selection window appears.

Chapter 2: Install for Oracle Metadata Repository

Data Quality Connection Interview

Address validation (truth data query) allows you to validate your address data by checking them against the Data Quality address data dire ctories. To run truth data queries, you must first install Data Quality and the Data Quality address data directories. Data Insight shows you how many of your addresses are valid as is, how many would be valid if corrected by Data Quality, and how many are invalid/undeliverable. For more information about this feature, see the BusinessObjects Data Insight XI 3.0 User’s Guide.

Data Quality If you chose Data Quality, enter the Data Quality Server IP address, and then

browse to the location of the Data Quality bootstrap file. Click Next. The installation reads the bootstrap file. The Select database vendor window appears.

If you need information about the Data Quality server IP address or bootstrap file, consult with the person who installed Data Quality.

Select database vendor This window displays the set of database vendors where you will store your

analysis tasks settings and results. Select the Oracle option, and then click Ne xt.

If you are profiling Oracle tables with the timestamp datatype, see “Using

the timestamp option in iqi.ini” on page 65 for the Oracle client and ODBC

driver version that you need installed.

Select an Oracle version Sele ct th e Oracle version that is installed on the Data Quality Server. Click Next.

The Oracle Data Insight Repository Interview window appears.

Data Services If you chose Data Services, enter the following information.

Option name Example

Access Server IP

Access Server Port number Web service URL

Select database vendor This window displays the set of database vendors where you will store your

Enter either the IP number or the Machine name: IP number: Machine name:

4000 http://testbox-xp10:28080/DataServices/servlet/

webservices?ver=2.0&wsdlxml

123.123.123 testbox-xp10.companyname.net

analysis tasks settings and results. Select the Oracle option, and then click Ne xt.

If you are profiling Oracle tables with the timestamp datatype, see “Using

the timestamp option in iqi.ini” on page 65 for the Oracle client and ODBC

driver version that you need installed.

Set the system configuration

The system configuration identifies the Data Insight repository. If you have multiple repositories, you will use multiple system configurations. The default configurations include the following.

Repository type Configuration name

Oracle SC_IQI_ORA DB2 SC_IQI_DB2

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Repository type Configuration name

MS SQL SC_IQI_MSSQL

Oracle Data Insight repository interview

Metadata Repository Database Connection Failure

Enter the tnsnames, username, and password of the database server where you store the Metadata Repository. You can obtain the tnsnames from the Oracle tnsnames.ora file, or from your database administrator.

After entering all the information, click Next. The Data Insight setup attempts to connect to the database.

If the connection is successful, the application displays the Choose Destination Location window . If the application is unable to connect to the specified Met adata Repository, the Metadata Repository Database Connection Failure window appears.

Click OK to continue and to choose how you want to continue with the installation process.

 Select the first option if you want to start over with the installation process.

This option allows you to modify previously entered data that may be inaccurate and that may have prevented the application from connecting to the Metadata Repository database.

 If you select the second option, you can continue with the setup; however, the

application may not connect to a Metadata Repository database.

 Select the third option to completely cancel the setup process.

If you select the first option, and after modifying your data you are still unable to connect to the Metadata Repository database, select the second option (Continue with the setup proc ess with ou t connecting to a database). If you are still unable to connect to the Metadata Repository database, contact Business Objects for assistance.

Choose Destination Location

The Choose Destination Location window lets you either install the software in the default location, or browse for a different location. After choosing a destination location, click Next to display the Select Program Folder window.

Select Program Folder In the Select Program Folder, accept the default program fold er location, and then

click Next. If you have Crystal Reports components on your system (prior to version 9), the

window appears offering to update. To remove the previous Crystal Reports components from the Windows system

path (if they exist), click Yes. If you do not want the Data Insight Setup to remove the components, click No;

you can manually remove the components later on. The following is a list of the pre-Crystal 9 files:

 cpeaut32.dll  crpe32.dll  crxlat32.dll

Chapter 2: Install for Oracle Metadata Repository

 p2bbnd.dll  p2smon.dll  p2sodbc.dll  p2soledb.dll  pg32conv.dll

When the Confirmation Requested window appears, click Next to display the Setup Status window and to continue installing the software.

Complete the installation

Reboot the system When the installation completes, the InstallShield Wizard Complete window

appears asking you to reboot the system. We recommend that you restart your workstation, so select Yes, and then click Finish.

Report exporting engine Services Log On

Report exporting engine startup

After you reboot your system, if you installe d the Data Insigh t engine, ch ange the Services Log On:

1. Go to Start > Settings > Control Panel > Administrative Tools > Services. The Services window appears.

2. Right-click the Firstlogic IQ Insight Reporting Engine icon. From the dropdown menu, choose Stop.

3. Right-click the Firstlogic IQ Insight Reporting Engine icon. From the dropdown menu, choose Properties.

4. Click the Log On tab and select This Account. Enter a username and password that has network read and write permissions to the folders where users will export reports and data, and then click OK.

5. Right-click the Firstlogic IQ Insight Reporting Engine icon. From the dropdown menu, choose Start.

If you receive a message that the report exporting engine did not start, rebooting your system may correct this issue. If not:

1. Go to Start > Settings > Control Panel > Administrative Tools > Services. The Services window appears.

2. Right-click the Firstlogic IQ Insight Reporting Engine ic on.

Update configuration file

Update configuration file for Unicode

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

3. From the drop-down menu, choose Start.

Before starting the engine, review the section about configuration settings in the Data Insight Optimization and Administration Guide. You should update your iqi.ini file based on your environment.

In order to use Unicode on Oracle, you must use an Oracle 10 client and an Oracle 10 repository. You must update the iqi.ini file in x:\Firstlogic|IQInsight\ eng. Make the following changes.

Under [Repository], change the Provider name to OraOLEDB.Oracle.1, for example:

Provider=OraOLEDB.Oracle.1

After the [Engine Logs] section, add a section called [OracleInformation]. Then add an option called EngineOracleClientVersion and set it to 10, for example,

[OracleInformation] EngineOracleClientVersion=10

You must also run the Oracle Unicode alter script in order to process Unicode data. See “Install the Metadata Repository for Oracle” on page 24 for details.

Start the engine and GUI

Configuring Data Services to run truth data queries

To start the engine, choose Start > Programs > Business Objects > BusinessObjects Data Services > Data Insight XI 3.0 > Data Insight Engine.

At engine startup, in the Data Insight Engine Startup display , there may be a delay in the display of the “Polling for re quests” engi ne message. Wait for this message to appear before you start the GUI application.

To start the GUI, choose Start > Programs > Business Objects > BusinessObjects Data Services > Data Insight XI 3.0 > Data Insight GUI.

You must download some files and configure Data Services in order to run truth data queries. See “Data Services truth data query configuration” on page 55 for details.

Chapter 2: Install for Oracle Metadata Repository

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Chapter 3: Install for Microsoft SQL Server Metadata Repository

This chapter provides information about installing the Metadata Repository, the engine, and the graphical user interface (GUI) for a Microsoft SQL Server Metadata Repository.

Chapter 3: Install for Microsoft SQL Server Metadata Repository

Pre-installation checklist for Microsoft SQL Server Metadata Repository

Before installing the Metadata Repository, the engine, and the GUI, read the following steps. This will help to ensure proper installation of the Data Insight application and its components. If you have questions about the pre-installation process, consult with your database administrator (DBA).

Step 1: Choose a database

Decide which database on which to install the Metadata Repository. We recommend that your DBA install the Metadata Repository.

 Consider the intended use of the product.  Consider the size of the database(s) that you will analyze.  Monitor the Microsoft SQL Server database that contains the Metadata

Repository to determine the necessary maintenance (compressing data files, rebuilding indexes, and so on).

 You may decide to analyze various dat a sources, including databases of

different vendors. If so, consider if you will need to return data extracts from the source data.

If the source data and Metadata Repository are not of the same vendor (for example, Microsoft SQL Server), Data Insight may no t re turn ce rtain val ues. It may also omit large object data types when copying data f rom source data to the Microsoft SQL Server Metadata Repository.

For security purposes, assign a dedicated ID to the Metadata Repository tables. Or, create the Metadata Repository tables on a database where the create tables privilege does not create a security issue.

Table specifications The following table lists the Microsoft SQL Server table and database

specifications. Microsoft SQL Server determines the number of rows per table and the number of tables per database by the amount of available data stored in the table.

Attribute Maximum

Row size 8,060 bytes Maximum number of columns per table 1,024 Database size 1,048,516 TB Number of characters in a column name 128

Step 2: Choose an owner

A user (referred to as the Metadata Repository owner) will be used to create the Metadata Repository.

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

defined as the Windows login. If you are using SQL Server Authentication, that user is defined as the SQL Server login. If user is defined as administrator on a database, all tables will be assigned a dbo owner.

Choose MS SQL Server > Enterprise Manager to expand the SQL Server Group and to access the Microsoft SQL Servers.

If an existing user will not be used for the Metadata Repository owner, create a new SQL Server user (for example, DI_OWNER), for the Metadata Repository owner under Security > Logins.

The Metadata Repository owner will need the following:

 From Users > MDR owner login > Properties select the following options:

 db_datareader  db_datawriter  public

 From the database name level of the tree, right-click the Metada ta Repository

to access properties > Permissions to check the following options:

 Create Table  Create V iew

If you will be analyzing source data that resides on the same SQL Server database as the Metadata Repository (for example, the same database but a different catalog), ensure that the Metadata Repository owner has access to all source catalogs on SQL Server.

Step 3: Gather information needed to run the create script

Step 4: Gather information needed for installation

This SQL Server user will be used for the owner (Account) and username (with password) for the SQL Server Authentication prompts du ring the Data Insight installation interview.

For SQL Server, the user needs to be the same as the owner. The only exception is for sa as the user and dbo as the owner.

Verify that the person running the Data Insight create script has the following rights and information:

 The SQL Server and database names where the Metadata Repository is

installed (see step 1).

 The Metadata Repository owner username and password with the correct

privileges to connect to the database (see step 2).

Verify that the person who will install the engine and/or GUI has the following rights and interview information:

 The following SQL Server Metadata Repository interview information:

 SQL Server name (see step 1).  SQL Server Metadata Repository database name (see step 1).  The Metadata Repository owner username and password with the correct

privileges to connect to the database (see step 2).

Chapter 3: Install for Microsoft SQL Server Metadata Repository

 Windows administrative privileges on the workstation(s) where the engine

and/or GUI are to be installed.

 Ensure that the SQL Client is properly installed on each workstati on that will

have the Data Insight engine and/or GUI installed. If you experience problems during the installation, see “Tuning and troubleshooting” on

page 65.

 If you install the engine and GUI on different workstations, ensure that

the entries for the server where the Metadata Repository tables reside are identical during the Data Insight installat ion inte rview.

Use an MS SQL utility, such as Query Analyzer, to test the desktop-todesktop connectivity on each of the workstations. Use th e W indows user’ s username and password or MS SQL Authentication for the Metadata Repository owner (DI_OWNER) and the database (see steps 1 and 2).

 If you have a licensed version of Data Quality and you plan to perform trut h

data queries, you will need the following information and files:

 Data Quality Server IP address  Location of the bootstrap file  Data Quality Oracle client version

 If you have a licensed version of Data Se rvices a nd you plan to p erform truth

data queries, you will need the following information and files:

The checklist is complete

 Access Server IP address  Access Server Port number  Web service URL  System configuration

The system configuration identifies the Data Insight repository. If you have multiple repositories, you will use multiple system configurations. The default configurations include the following.

Repository type System configuration name

Oracle SC_IQI_ORA DB2 SC_IQI_DB2 MS SQL SC_IQI_MSSQL

This completes the steps of the checklist.

If you were unable to complete any of these steps, or if you need additional

information about this pre-installation checklist, contact your database administrator.

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Install the Metadata Repository for Microsoft SQL Server

Before you run the Microsoft SQL Server create script for Data Insight, make sure that you have all of the checklist items from “Step 3: Gather information

needed to run the create script” on page 33. You cannot accurately run the create

script without all of the checklist items. The script to create Metadata Repository tables does not specify the object's

owner. Rather, the software assigns an owner based on the user ID of the person running the script.

If you are running the Data Insight engine using Windows Authentication for the repository connection, and if you are running the Dat a Quality Server on a workstation that is separate from where the Data Insight engine is installed, either:

 Run the Data Quality Server under the same Windows login as the Data

Insight engine, or

 Ensure that the login for the Data Quality Server has create/write/read

permissions to the Data Insight Metadata Repository.

Install the Metadata Repository

Perform the following steps to install the Metadata Repository on the Microsoft SQL Server:

Y ou will only install the Metad ata Repository the first time tha t you install the Data Insight software. If you are upgrading your software, see “Upgrade/

Reconfigure the software” on page 51.

1. Start the Microsoft SQL Server Query Analyzer by using the Data Insight

Metadata Repository owner account login.

2. Indicate the database where you want to create the Metadata Repository.

3. Go to the location of the installation package at https://

businessobjects.subscirbenet.com/ and then enter your login ID and

password.

4. In Query Analyzer, open x:\MetadataRepository\SQLServer\

iqi_cre_mss.sql (where x is the location of the installer package or media). For more information, see “Step 3: Gather information needed to run the

create script” on page 33.

5. Execute the scri pt .

If you are profiling Unicode data, you must also run the unicode alter script, run iqi_alter_mss_unicode.sql.

Chapter 3: Install for Microsoft SQL Server Metadata Repository

Install the engine and GUI for Microsoft SQL Server Metadata Repository

Prior to installing Data Insight, ensure that you have all o f the items you will need for the installation process. For more information, see “Pre-installation checklist

for Microsoft SQL Server Metadata Repository” on page 32. Y ou will not be able

to accurately install Data Insight without all of the checklist items. The Windows engine can be installed:

 With the GUI on the same Microsoft Windows workstation, or  Separate from the GUI on a Microsoft network server.

In either case, the report exporting engine will be installed with the engine.

You can run multiple GUIs from different workstations against the same Metadata Repository. However, you can only run one engine and one report exporting engine against that Metadat a Reposi tory ; these en gine s will hand le all of the GUI instances running against that Metadata Repository.

To begin the installation process, choose Start > Run, browse for the setup.exe file, and then click OK.

If you do not have .NET 1.1 Framework

Setup reviews your .NET configuration to make sure that you have the correct version installed, and updates it if necessary.

SP1 installed

Introductory windows When the installation process begins, the following windows appear:

 In the Welcome InstallShield Wizard window, click Next to continue.  Confirmation Requested. You must install the Metadata Repository before

installing the software. If you have already installed it, click Yes to display the Wel come window. If not, click No and then see “Install the Metadata

Repository” on page 35.

 License Agreement. If you agree to the terms of the agreement, click Next to

continue with the setup process.

GUI only installer If you are using the GUI only installer, the Technology Selection window

appears. You can skip to that section of this guide.

If you choose to install only one of these components, you can update your configuration later. For more information, see “Upgrade/Reconfigure the

software” on page 51.

Engine and GUI installer

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

If you want to use your installed copy of Data Quality to perform address validation, select either Data Quality XI (versions 8.03 through 11.7.1) or Data Services or select Do Not Connect.

If you chose either Data Quality or Data Services, the Data Quality Connection Interview window appears. If you click No, the Technology Selection window appears.

Data Quality Connection Interview

Address validation (truth data query) allows you to validate your address data by checking them against the Data Quality address data directories. To run truth data queries, you must first install Data Quality and the Data Quality address data directories. Data Insight shows you how many of your addresses are valid as is, how many would be valid if corrected by Data Quality, and how many are invalid/undeliverable. For more information about this feature, see the BusinessObjects Data Insight XI 3.0 User’s Guide.

Data Quality If you chose Data Quality, enter the Data Quality Server IP address, and then

browse to the location of the Data Quality bootstrap file. Click Next. The installation reads the bootstrap file. The Select database vendor window appears.

If you need information about the Data Quality server IP address or bootstrap file, consult with the person who installed Data Quality.

Select a database vendor

This window displays the set of database vendors where you will stor e your analysis tasks settings and results. Select the SQL Server option, and then click Next to display the Windows Authentication window.

Data Services If you chose Data Services, enter the following information.

Option name Example

Access Server IP

Access Server Port number Web service URL

Select database vendor This window displays the set of database vendors where you will store your

Enter either the IP number or the Machine name: IP number: Machine name:

4000 http://testbox-xp10:28080/DataServices/servlet/

webservices?ver=2.0&wsdlxml

123.123.123 testbox-xp10.companyname.net

analysis tasks settings and results. Select the Oracle option, and then click Ne xt.

If you are profiling Oracle tables with the timestamp datatype, see “Using

the timestamp option in iqi.ini” on page 65 for the Oracle client and ODBC

driver version that you need installed.

Set the system configuration

Windows Authentication

The system configuration identifies the Data Insight repository. If you have multiple repositories, you will use multiple system configurations. The default configurations include the following.

Repository type Configuration name

Oracle SC_IQI_ORA DB2 SC_IQI_DB2 MS SQL SC_IQI_MSSQL

At the Windows Authentication window, if you use Windows Authentication to access your database, click Yes. If not, click No. The SQL Data Insight Repository Interview window appears.

Chapter 3: Install for Microsoft SQL Server Metadata Repository

SQL Data Insight repository interview

If you are using Windows Authentication, enter:

 SQL Server  Database name (where you store the Metadata Repository)  Account Name (matches the name of the Metadata Repository owner login

used to install the Metadata Repository)

If you are not using Windows Authentication, enter

 SQL Server  Database name (where you store the Metadata Repository)  Owner (for more information, see “Step 2: Choose an owner” on page 32)  Account Name (matches the name of the Metadata Repository owner login

used to install the Metadata Repository)

 Password (cannot be blank)

After entering all the information, click Next. The Data Insight setup attempts to connect to the database

If the connection is successful, the application displays the Choose Destination Location window (see “Choose where to install th e files” on page 38). If the application is unable to connect to the specified Metadata Repository database, a window appears to indicate that Data Insight was unable to connect to the specified Metadata Repository database.

Metadata Repository Database Connection

If the Metadata Repository Database Connection Failure window appears, you can choose how you want to continue with the installation process.

Failure

 Select the first option if you want to start over with the installation process.

This option allows you to modify previously entered data that may be inaccurate and that may have prevented the application from connecting to the Metadata Repository database.

 If you select the second option, you can continue with the setup; however, the

application may not connect to a Metadata Repository database.

 Select the third option to completely cancel the setup process.

Choose where to install the files

The Choose Destination Location window lets you either install the software in the default location or browse for a different location. After you choose a destination location, click Next to display the Select Program Folder window.

Select Program Folder In the Select Program Folder, accept the default program fold er location, a nd then

click Next in the Select Program Folder window.

If you have Crystal Reports components on your system (prior to version 9), the Older Crystal Reports Components Located window appears.

BusinessObjects Data Insight XI 3.0 Installation Guide for Windows

Click Yes to remove the p rior Crystal Reports components from the Windows system path (if they exist).

If you do not want the Data Insight Setup to remove the components, click No; you can manually remove the components later on. The following is a list of the pre-Crystal 9 files:

 cpeaut32.dll  crpe32.dll  crxlat32.dll  p2bbnd.dll  p2smon.dll  p2sodbc.dll  p2soledb.dll  pg32conv.dll

When the Confirmation Requested window appears, click Yes to display the Setup Status window and to continue installing the software.