Business objects DATA SERVICES XI 3.0 RELEASE NOTES 03-2008 User Manual

Data Services Technical Manuals

BusinessObjects Data Services XI 3.0 (12.0.0)

© 2008 Business Objects. All rights reserved. Business Objects owns the following U.S. patents, which may cover products that are offered and licensed by Business Objects: 5,555,403; 5,857,205; 6,289,352; 6,247,008; 6,490,593; 6,578,027; 6,831,668; 6,768,986; 6,772,409; 6,882,998; 7,139,766; 7,299,419; 7,194,465; 7,222,130; 7,181,440 and 7,181,435. Business Objects and the Business Objects logo, BusinessObjects, Business Objects Crystal Vision, Business Process On Demand, BusinessQuery, Crystal Analysis, Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal Reports, Desktop Intelligence, Inxight, the Inxight Logo, LinguistX, Star Tree, Table Lens, ThingFinder, Timewall, Let there be light, Metify, NSite, Rapid Marts, RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. All other names mentioned herein may be trademarks of their respective owners.

Third-party Contributors

Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at: http://www.businessobjects.com/thirdparty

2008-03-16

Data Services Installation Guide 23Chapter 1

Preparing to Install Data Services.............................................................24

Standard Installation of Data Services......................................................46

Silent Installation of Data Services............................................................68

After Installing Data Services.....................................................................79

Pre-installation overview......................................................................24

Repository database requirements and preparation............................36

Installation scenarios............................................................................44

Beginning your installation...................................................................46

To select a repository...........................................................................52

To configure a Job Server....................................................................56

To configure an Access Server.............................................................59

To configure Metadata Integrator.........................................................60

To select a web application server configuration option.......................64

To start the installation..........................................................................68

Silent installation..................................................................................68

Silent install parameters.......................................................................69

Custom install options for silent installation.........................................73

Silent/scripted installation .ini file..........................................................75

Sample installation script file................................................................76

Starting Data Services services automatically.....................................79

Logging in to the Management Console..............................................79

Using the Repository Manager.............................................................79

Using the Server Manager...................................................................83

Using the License Manager..................................................................91

Installing and configuring the Metadata Integrator...............................94

Data Services Technical Manuals 3

Contents

Connecting the Data Profiler..............................................................100

Troubleshooting installation problems................................................101

Upgrading Data Services.........................................................................103

Data Services component upgrades..................................................103

Upgrading your Data Services system...............................................105

Upgrading repositories.......................................................................107

After upgrading Data Services...........................................................109

Citrix Support...........................................................................................109

Installing BusinessObjects Data Services on a Citrix Server.............110

Running Data Services components in multi-user mode...................111

Publishing Data Services...................................................................117

Limitations..........................................................................................120

Directory Data..........................................................................................121

Directory listing and update schedule................................................122

U.S. Directory expiration....................................................................123

U.S. Directory expiration schedule.....................................................124

U.S. National Directories are zipped..................................................124

Where to copy directories...................................................................125

Download directories from the internet..............................................126

Install directories from disk on Windows............................................127

Global Parsing Options............................................................................127

Data Cleanse repository database requirements and preparation.....128

Install Global Parsing Options............................................................130

Silent installation................................................................................132

Data Services Getting Started Guide 135Chapter 2

Overview of Data Services......................................................................136

Data Services and the Business Objects Product Suite....................136

Data Services product benefits..........................................................137

Data Services associated products....................................................138

Data Services interfaces....................................................................140

4 Data Services Technical Manuals

Contents

Data Services Architecture......................................................................140

Standard Data Services components.................................................141

Optional Data Services components..................................................149

Data Services management tools......................................................150

Data Services operating system platforms.........................................151

Data Services distributed architecture...............................................151

Data Services Designer Guide 155Chapter 3

Introduction..............................................................................................156

Welcome to Data Services.................................................................156

Overview of this guide........................................................................162

Logging into the Designer........................................................................163

Creating a Data Services repository..................................................163

Associating the repository with a Job Server.....................................164

Entering repository login information..................................................164

Resetting users..................................................................................167

Designer User Interface...........................................................................168

objects................................................................................................168

Designer window................................................................................171

Menu bar............................................................................................172

Toolbar................................................................................................177

Project area .......................................................................................180

Tool palette.........................................................................................182

Workspace.........................................................................................184

Local object library.............................................................................187

Object editors.....................................................................................190

Working with objects..........................................................................191

General and environment options......................................................205

Projects and Jobs....................................................................................210

Projects..............................................................................................210

Jobs....................................................................................................212

Data Services Technical Manuals 5

Contents

Datastores...............................................................................................216

What are datastores?.........................................................................216

Database datastores..........................................................................217

Adapter datastores.............................................................................249

Creating and managing multiple datastore configurations.................253

File Formats.............................................................................................274

What are file formats?........................................................................275

File format editor................................................................................275

Creating file formats...........................................................................278

Editing file formats..............................................................................286

File format features............................................................................287

Creating COBOL copybook file formats.............................................296

Creating Microsoft Excel workbook file formats on UNIX platforms ...300

File transfers.......................................................................................301

Web log support.................................................................................308

Data Flows...............................................................................................313

What is a data flow?...........................................................................314

Creating and defining data flows........................................................318

Source and target objects..................................................................321

Transforms.........................................................................................329

Query transform overview .................................................................338

Data Quality transforms overview .....................................................341

Data flow execution............................................................................347

Audit Data Flow overview...................................................................351

Work Flows..............................................................................................352

What is a work flow?..........................................................................352

Steps in a work flow...........................................................................353

Order of execution in work flows........................................................353

Example of a work flow......................................................................354

Creating work flows............................................................................355

Conditionals........................................................................................357

6 Data Services Technical Manuals

Contents

While loops.........................................................................................359

Try/catch blocks.................................................................................363

Scripts................................................................................................366

Nested Data.............................................................................................369

What is nested data?..........................................................................369

Representing hierarchical data..........................................................370

Formatting XML documents...............................................................373

Operations on nested data.................................................................393

XML extraction and parsing for columns............................................406

Real-time Jobs.........................................................................................412

Request-response message processing............................................413

What is a real-time job?......................................................................414

Creating real-time jobs.......................................................................418

Real-time source and target objects..................................................426

To view an XML message source or target schema..........................430

Testing real-time jobs.........................................................................434

Building blocks for real-time jobs.......................................................437

Designing real-time applications........................................................446

Embedded Data Flows............................................................................449

Overview of embedded data flows.....................................................449

Example of when to use embedded data flows..................................450

Creating embedded data flows..........................................................451

Variables and Parameters.......................................................................458

Overview of variables and parameters...............................................459

The Variables and Parameters window..............................................461

Using local variables and parameters................................................464

Using global variables .......................................................................468

Local and global variable rules...........................................................475

Environment variables........................................................................476

Setting file names at run-time using variables...................................476

Substitution parameters.....................................................................478

Data Services Technical Manuals 7

Contents

Executing Jobs........................................................................................486

Overview of Data Services job execution...........................................487

Preparing for job execution................................................................487

Executing jobs as immediate tasks....................................................490

Debugging execution errors...............................................................493

Changing Job Server options.............................................................498

Data Assessment.....................................................................................507

Using the Data Profiler.......................................................................508

Using View Data to determine data quality........................................536

Using the Validation transform...........................................................538

Using Auditing ...................................................................................541

Data Quality.............................................................................................560

Overview of data quality.....................................................................560

Address Cleanse................................................................................561

Data Cleanse......................................................................................637

Match..................................................................................................686

Design and Debug...................................................................................758

Using View Where Used....................................................................759

Using View Data.................................................................................765

Using the interactive debugger..........................................................781

Comparing Objects.............................................................................805

Calculating usage dependencies.......................................................811

Exchanging Metadata..............................................................................812

Metadata exchange............................................................................813

Creating Business Objects universes................................................815

Attributes that support metadata exchange.......................................819

Recovery Mechanisms............................................................................819

Recovering from unsuccessful job execution.....................................820

Automatically recovering jobs.............................................................820

Manually recovering jobs using status tables.....................................830

Processing data with problems..........................................................831

8 Data Services Technical Manuals

Contents

Techniques for Capturing Changed Data................................................834

Understanding changed-data capture................................................834

Using CDC with Oracle sources.........................................................837

Using CDC with Attunity mainframe sources.....................................857

Using CDC with Microsoft SQL Server databases ............................867

Using CDC with timestamp-based sources........................................881

Using CDC for targets........................................................................904

Monitoring Jobs.......................................................................................904

Administrator......................................................................................904

SNMP support....................................................................................904

Data Services Reference Guide 935Chapter 4

Introduction..............................................................................................936

Welcome to Data Services.................................................................936

Overview of this guide........................................................................942

Data Services Objects.............................................................................943

Characteristics of objects...................................................................943

Descriptions of objects ......................................................................946

Smart editor...........................................................................................1206

Accessing the smart editor...............................................................1206

Smart editor options.........................................................................1208

To browse for a function...................................................................1214

To search for a function....................................................................1214

Data types..............................................................................................1215

Descriptions of data types................................................................1215

Data type processing........................................................................1231

Transforms.............................................................................................1251

Operation codes...............................................................................1252

Descriptions of transforms................................................................1253

Functions and Procedures.....................................................................1566

About functions.................................................................................1566

Data Services Technical Manuals 9

Contents

Descriptions of built-in functions......................................................1576

About procedures.............................................................................1814

Data Services Scripting Language........................................................1830

To use Data Services scripting language.........................................1830

Language syntax..............................................................................1831

Sample scripts..................................................................................1847

Metadata in Repository Tables and Views.............................................1849

Auditing metadata............................................................................1849

Imported metadata...........................................................................1853

Internal metadata.............................................................................1873

Metadata Integrator tables...............................................................1885

Operational metadata.......................................................................1894

Locales and Multi-byte Functionality.....................................................1897

Definitions.........................................................................................1897

Locale support..................................................................................1900

Multi-byte support.............................................................................1912

List of supported locales and encodings..........................................1916

Limitations........................................................................................1925

Data Quality Fields................................................................................1925

Data Quality fields............................................................................1925

Associate output fields.....................................................................1926

Country ID fields...............................................................................1926

Data Cleanse fields..........................................................................1929

Global Address Cleanse fields.........................................................1937

Global Suggestion Lists fields..........................................................1956

Match fields......................................................................................1962

USA Regulatory Address Cleanse fields..........................................1966

Python....................................................................................................1998

Python in Data Services...................................................................1998

Reserved Words....................................................................................2030

About Reserved Words....................................................................2030

10 Data Services Technical Manuals

Contents

Data Quality Appendix...........................................................................2035

Address Cleanse reference..............................................................2035

Data Cleanse reference...................................................................2063

Data Services Management Console: Metadata Reports Guide 2099Chapter 5

Introduction............................................................................................2100

Welcome to Data Services...............................................................2100

Introduction to Metadata Reports.....................................................2106

Getting Started ......................................................................................2106

Requirements...................................................................................2107

Adding Metadata Integrator..............................................................2107

Repository reporting tables and views.............................................2108

About the Management Console......................................................2111

Impact and Lineage Analysis Reports...................................................2114

Navigation........................................................................................2114

Analysis options...............................................................................2117

Table-level and column-level analysis..............................................2123

Impact and Lineage Analysis Settings control panel........................2124

Operational Dashboard Reports............................................................2125

Dashboards home page...................................................................2126

Job execution statistics....................................................................2127

Job Execution Duration....................................................................2129

Data Validation Dashboard Reports......................................................2136

Configuring Data Validation dashboards..........................................2136

Viewing Data Validation dashboards................................................2143

Functional area view........................................................................2144

Business rule view............................................................................2146

Validation rule view...........................................................................2148

Sample data view.............................................................................2149

Data Validation dashboards Settings control panel..........................2150

Auto Documentation Reports................................................................2152

Data Services Technical Manuals 11

Contents

Navigation........................................................................................2152

To search for a specific object..........................................................2157

Generating documentation for an object..........................................2160

To print Auto Documentation for an object.......................................2161

Auto Documentation Settings control panel.....................................2161

Data Quality Reports.............................................................................2162

Lists of available reports...................................................................2164

List of reports by job.........................................................................2165

Data Quality Reports Settings control panel....................................2167

Report options..................................................................................2167

Descriptions of Reports....................................................................2168

Data Services Management Console: Administrator Guide 2209Chapter 6

Introduction............................................................................................2210

Welcome to Data Services...............................................................2210

Overview of this guide......................................................................2216

Administrator User Interface..................................................................2217

Installation and configuration...........................................................2217

About the Management Console......................................................2220

Administrator navigation...................................................................2222

Administrator Management...................................................................2227

Adding repositories...........................................................................2227

Managing user roles.........................................................................2232

Adding Access Servers....................................................................2234

Centralizing administration...............................................................2235

Setting the status interval.................................................................2236

Setting the log retention period........................................................2237

Managing database account changes.............................................2238

Central Repository Management...........................................................2241

Setting up users and groups............................................................2241

Deleting groups................................................................................2244

12 Data Services Technical Manuals

Contents

Viewing reports.................................................................................2245

Server groups........................................................................................2247

Server group architecture.................................................................2247

Editing and removing a server group...............................................2252

Monitoring Job Server status in a server group...............................2254

Executing jobs using server groups.................................................2255

Batch Jobs.............................................................................................2255

Executing batch jobs........................................................................2256

Scheduling jobs................................................................................2256

Monitoring jobs.................................................................................2280

Real-Time Jobs......................................................................................2286

Supporting real-time jobs.................................................................2287

Configuring and monitoring real-time services.................................2290

Creating and monitoring client interfaces.........................................2302

Real-Time Performance.........................................................................2309

Configuring Access Server output....................................................2310

Service configuration parameters....................................................2313

Service statistics...............................................................................2317

Service provider statistics.................................................................2319

Using statistics and service parameters...........................................2320

Profile Server Management...................................................................2321

Defining the profiler repository.........................................................2322

Connecting repositories to the Administrator ..................................2322

Defining profiler users......................................................................2325

Configuring profiler task parameters................................................2326

Monitoring profiler tasks using the Administrator ............................2331

Adapters................................................................................................2337

Overview of adapters.......................................................................2337

Adding and configuring adapter instances.......................................2339

Starting and stopping adapter instances..........................................2344

Monitoring adapter instances...........................................................2345

Data Services Technical Manuals 13

Contents

Support for Web Services......................................................................2347

Support for HTTP...................................................................................2347

Overview..........................................................................................2347

Adapter installation and configuration..............................................2348

Troubleshooting.....................................................................................2360

Reestablishing network connections................................................2360

Reinstalling the Web Server service................................................2361

Finding problems..............................................................................2361

Error and trace logs..........................................................................2363

Resolving connectivity problems......................................................2370

Restarting the Access Server...........................................................2372

Data Services Performance Optimization Guide 2375Chapter 7

Welcome to Data Services....................................................................2376

Welcome..........................................................................................2376

Documentation set for Data Services...............................................2376

Accessing documentation................................................................2379

Business Objects information resources..........................................2380

Environment Test Strategy.....................................................................2382

The source OS and database server...............................................2382

The target OS and database server.................................................2383

The network......................................................................................2384

Data Services Job Server OS and job options.................................2385

Measuring Data Services Performance.................................................2387

Data Services processes and threads.............................................2387

Measuring performance of Data Services jobs................................2388

Tuning Overview....................................................................................2399

Strategies to execute Data Services jobs........................................2399

Maximizing Push-Down Operations......................................................2402

Push-down operations......................................................................2403

Push-down examples.......................................................................2405

14 Data Services Technical Manuals

Contents

To view SQL.....................................................................................2408

Data_Transfer transform for push-down operations.........................2410

Database link support for push-down operations across datastores.2417

Using Caches........................................................................................2421

Caching data....................................................................................2422

Using persistent cache.....................................................................2427

Monitoring and tuning caches..........................................................2428

Using parallel Execution........................................................................2434

Parallel data flows and work flows...................................................2434

Parallel execution in data flows........................................................2435

Distributing Data Flow Execution...........................................................2455

Splitting a data flow into sub data flows...........................................2456

Using grid computing to distribute data flows execution..................2470

Using Bulk Loading................................................................................2476

Bulk loading in Oracle......................................................................2476

Bulk loading in DB2 Universal Database.........................................2481

Bulk loading in Sybase ASE.............................................................2490

Bulk loading in Sybase IQ................................................................2490

Bulk loading in Teradata...................................................................2491

Bulk loading in Netezza....................................................................2529

Other Tuning Techniques.......................................................................2533

Source-based performance options.................................................2534

Target-based performance options..................................................2539

Job design performance options......................................................2541

Data Services Advanced Development Guide 2543Chapter 8

Introduction............................................................................................2544

Welcome to Data Services...............................................................2544

Overview of this guide......................................................................2550

Migration Basics....................................................................................2551

Development phases........................................................................2552

Data Services Technical Manuals 15

Contents

Migration mechanisms and tools......................................................2554

Preparing for Migration..........................................................................2558

Naming conventions for migration....................................................2558

Datastore and system configurations...............................................2562

Command line login to the Designer................................................2566

Export/Import.........................................................................................2567

Exporting/importing objects in Data Services...................................2568

Removing obsolete repository contents...........................................2577

Backing up repositories....................................................................2578

Maintaining Job Server performance...............................................2578

Multi-user Development.........................................................................2579

Central versus local repository.........................................................2579

Data Services and multiple users.....................................................2581

Security and the central repository...................................................2583

Multi-user Environment Setup...............................................................2584

Create a nonsecure central repository.............................................2584

Define a connection to a nonsecure central repository....................2585

Activating a central repository..........................................................2586

Implementing Central Repository Security............................................2589

Overview..........................................................................................2590

Creating a secure central repository................................................2592

Adding a multi-user administrator (optional)....................................2593

Setting up groups and users............................................................2593

Defining a connection to a secure central repository.......................2594

Working with objects in a secure central repository.........................2595

Working in a Multi-user Environment.....................................................2597

Filtering.............................................................................................2597

Adding objects to the central repository...........................................2599

Checking out objects........................................................................2600

Undoing check out............................................................................2604

Checking in objects..........................................................................2606

16 Data Services Technical Manuals

Contents

Labeling objects...............................................................................2608

Getting objects.................................................................................2610

Comparing objects...........................................................................2612

Viewing object history.......................................................................2612

Deleting objects................................................................................2615

Migrating Multi-user Jobs.......................................................................2616

Application phase management.......................................................2616

Copying contents between central repositories...............................2618

Central repository migration.............................................................2619

Data Services Supplement for J.D. Edwards 2621Chapter 9

Overview................................................................................................2622

System requirements.............................................................................2622

World................................................................................................2622

OneWorld.........................................................................................2623

Datastores.............................................................................................2623

Defining a J.D. Edwards World datastore........................................2624

Defining a J.D. Edwards OneWorld datastore..................................2624

To define a J.D. Edwards OneWorld datastore................................2625

Browsing and importing metadata....................................................2628

To browse and import the metadata.................................................2628

Extracting data from J.D. Edwards systems....................................2628

Reference information...........................................................................2629

Data types........................................................................................2629

Functions..........................................................................................2631

Data Services Supplement for Oracle Applications 2635Chapter 10

Introduction............................................................................................2636

System requirements.............................................................................2636

Datastores.............................................................................................2637

Data Services Technical Manuals 17

Contents

Defining an Oracle Applications datastore.......................................2637

Browsing and importing metadata....................................................2637

Extracting data from Oracle Applications systems...........................2637

Flexfields................................................................................................2638

Data Services Supplement for PeopleSoft 2641Chapter 11

Introduction............................................................................................2642

Using Data Services in a PeopleSoft environment..........................2642

PeopleSoft Datastores...........................................................................2643

Defining PeopleSoft datastore.........................................................2643

Browsing PeopleSoft metadata........................................................2645

To browse PeopleSoft metadata......................................................2646

Importing PeopleSoft metadata........................................................2647

To import PeopleSoft metadata by name.........................................2647

To import PeopleSoft metadata by searching..................................2648

To import PeopleSoft metadata by browsing....................................2648

Metadata for PeopleSoft domains....................................................2649

Metadata for PeopleSoft trees..........................................................2650

Data Flows with PeopleSoft Data..........................................................2651

Using effective dates from PeopleSoft data.....................................2651

Extracting PeopleSoft tree data........................................................2658

Reference Information...........................................................................2663

Datastore..........................................................................................2664

Domain.............................................................................................2666

Hierarchy..........................................................................................2667

Query................................................................................................2675

Data Services Supplement for Siebel 2677Chapter 12

Overview of the Data Services Siebel interface....................................2678

System requirements.............................................................................2678

18 Data Services Technical Manuals

Contents

Security............................................................................................2679

Datastores.............................................................................................2679

Defining a Siebel datastore..............................................................2680

To define a Siebel datastore.............................................................2680

Browsing and importing metadata....................................................2680

Extracting data from Siebel applications..........................................2683

Data Services Supplement for SAP 2685Chapter 13

Introduction............................................................................................2686

SAP Interfaces.................................................................................2686

Data Services in the SAP ERP and R/3 Environment...........................2688

Using Data Services in SAP ERP and R/3 environments................2689

SAP ERP and R/3 ABAP interface connectivity...............................2693

SAP ERP and R/3 IDoc interface connectivity.................................2695

Installing Data Services functions on SAP ERP and R/3.................2695

SAP ERP and R/3 security levels.....................................................2704

SAP ERP and R/3 user authorizations.............................................2706

SAP Datastores.....................................................................................2716

SAP ERP and R/3 datastores..........................................................2716

SAP BI/BW datastores.....................................................................2726

File Formats...........................................................................................2739

The Transport_Format.....................................................................2739

To edit the Transport_Format...........................................................2739

Defining SAP ERP or R/3 file formats..............................................2740

To define an SAP ERP or R/3 file format.........................................2740

Data Flows.............................................................................................2743

What is an ERP or R/3 data flow?....................................................2744

Defining ERP or R/3 data flows........................................................2746

Extracting data from SAP ERP and R/3 hierarchies........................2752

Creating custom ABAP transforms..................................................2759

Optimizing ABAP..............................................................................2765

Data Services Technical Manuals 19

Contents

IDocs and Batch Jobs............................................................................2780

IDoc sources in batch jobs...............................................................2781

IDoc targets in batch jobs.................................................................2782

Adding an IDoc to a batch job..........................................................2783

To add an IDoc to a batch job...........................................................2783

Real-Time Jobs......................................................................................2783

IDoc sources in real-time jobs..........................................................2784

ERP and R/3 table sources in real-time jobs...................................2789

To use an ERP or R/3 table in a data flow.......................................2789

Caching source data........................................................................2790

IDoc targets in real-time jobs............................................................2790

Data cache targets and transactional loading..................................2795

Calling BAPI functions......................................................................2796

Calling RFC functions.......................................................................2796

To call a function that includes tables as input or output parameters .2797

Executing Batch Jobs that Contain ERP and R/3 Data Flows...............2799

Data Services functions supporting ERP or R/3 data flows.............2800

Validating and generating ABAP code.............................................2800

To validate ABAP code created by Data Services...........................2801

To generate ABAP independent of execution..................................2801

To change the Generated ABAP directory.......................................2801

ABAP job execution scenarios.........................................................2802

Sample execution sequence for a ABAP job...................................2807

Scheduling Data Services jobs from SAP ERP or R/3.....................2810

Monitoring ABAP jobs in SAP ERP or R/3.......................................2816

Execution modes of ERP or R/3 data flows.....................................2817

Debugging and testing ABAP jobs...................................................2820

Generating ABAP code....................................................................2821

To generate ABAP code...................................................................2821

Version Checking...................................................................................2822

Generated ABAP programs..............................................................2822

20 Data Services Technical Manuals

Contents

To upgrade a generated ABAP program stored on an SAP ERP or R/3

server...............................................................................................2823

Data Services ABAP programs........................................................2823

Data Services functions....................................................................2823

Warning messages...........................................................................2824

To enable or disable version checking for ABAP programs and

functions...........................................................................................2824

Z_AW_GET_VERSION function......................................................2825

Executing Batch Jobs in the SAP BI/BW Environment..........................2826

Overview of the job execution process............................................2827

Setting up SAP BI/BW InfoCubes and InfoSources.........................2828

To set up the environment................................................................2828

Designating Data Services as a source system...............................2829

Creating the job schedule.................................................................2830

To create the job schedule (InfoPackage)........................................2830

Job execution process......................................................................2831

SAP BI/BW load options...................................................................2832

Capturing Changed Data in SAP ERP and R/3.....................................2832

Changed-data capture for SAP ERP and R/3..................................2833

Design guidelines for SAP ERP and R/3 source-based CDC..........2834

Using SAP ERP or R/3 source-based CDC.....................................2836

Reference information...........................................................................2839

SAP ERP and R/3 ABAP Interface options......................................2839

Objects.............................................................................................2841

Data Services objects.......................................................................2861

Data types........................................................................................2891

Functions..........................................................................................2896

Data Services Designer functions....................................................2903

Index 2909

Data Services Technical Manuals 21

Contents

22 Data Services Technical Manuals

Data Services Installation Guide

Preparing to Install Data Services

Pre-installation overview

BusinessObjects Data Services provides an open and flexible architecture that supports a multitude of deployment and configuration scenarios. Before you install BusinessObjects Data Services you should:

• Ensure that that your network and systems meet the basic requirements

for a BusinessObjects Data Services installation.

• Obtain the BusinessObjects Data Services software by electronic

download or on CD/DVD, as well as any required licensing keycodes.

•

Review the BusinessObjects Data Services Release Notes and the Data Services Architecture section of the BusinessObjects Data Services Getting Started Guide.

• Ensure that the user who will run the installation setup program has

adequate permissions to complete the installation tasks.

• Decide which BusinessObjects Data Services components to install and

which of your own components to integrate.

• Determine where the components should be installed and consider how

you should prepare your infrastructure and set up your environment, including server locations.

• If you are using an existing database server, create a database instance

if you want to configure a repository during Data Services installation.

• Check available port assignments and verify that all machines that will

be part of your BusinessObjects Data Services deployment have the required network access to each other.

• Decide whether you want to take advantage of Windows clustering

fail-over support which attempts to automatically restart your Data Services services in the event of a hardware or Windows software failure.

• Choose an installation method.

The following sections list the core software and system requirements, the choices available to you within the core requirements, and the install methods available to you for installing BusinessObjects Data Services.

Related Topics

• Data Services Architecture on page 140

24 Data Services Technical Manuals

• System requirements on page 25

• Network requirements on page 26

• User permissions for installing Data Services on page 26

• Choose components and determine component distribution on page 27

• Create a database for each repository on page 31

• Check port assignments on page 32

• Create a Windows cluster on page 34

System requirements

For a detailed list of supported environments and hardware requirements, see the Platforms Availability Report available on the Business Objects support site: http://support.businessobjects.com/documentation/support

ed_platforms. This document includes specific version and patch-level

requirements for databases, applications, web application servers, web browsers, and operating systems.

Generally, the following components must be preinstalled and configured correctly before you can install BusinessObjects Data Services:

• Web application server (unless you want to use the Tomcat installation

packaged with Business Objects products, or you do not want to install the Web Tier components)

• Database software that is compatible with the Data Services repository

(unless you want to use the MySQL installation packaged with the Data Services installer).

Data Services Installation Guide

Preparing to Install Data Services

Note: Only the database client tools or middleware needs to be installed

on the Data Services server; the database server itself can reside on a separate physical machine accessible by network from the Data Services server.

Note: For the repository, BusinessObjects Data Services requires a database

that stores metadata about all objects created with the Data Services Designer. For best Designer performance, Business Objects recommends that the repository database server and the Designer computer reside in the same network.

Data Services Technical Manuals 25

Data Services Installation Guide

Preparing to Install Data Services

Network requirements

When installing BusinessObjects Data Services on multiple machines, you must ensure that each machine can communicate over TCP/IP with the machine running the database that contains the repository.

Client components, such as the Data Services Designer, require network access to the Data Services Job Server(s).

Note: If your servers are firewalled, you may need to open the necessary

ports to allow the Data Services client components to communicate with the servers.

User permissions for installing Data Services

To successfully install BusinessObjects Data Services on Windows, the user running the setup program must have the permissions listed in the table below.

Required permissionsCategory

Administrative privileges on the local machine.Operating Sys-

tem

Network

Database

Web application server

Note:

• The following scenarios are not supported:

• Installing on a domain controller.

• Installing on a machine where the Windows default security settings

given to the local Administrators group have been modified.

26 Data Services Technical Manuals

TCP/IP access to all machines where you want to install components — all specified ports must be available.

Rights to add and drop tables to and from the database, plus rights to read, write, and edit table rows.

It is recommended that you use the same user account for installing BusinessObjects Data Services and your web application server.

Data Services Installation Guide

Preparing to Install Data Services

• To run the Data Services Designer, a user requires both read and write

access to the Data Services installation folder. If you choose to install in the default Program Files folder, regular users do not have write access. Choose another installation directory or assign the Designer user write access to LINK_DIR.

Choose components and determine component distribution

You may choose to upgrade or install components on one or more computers based on available resources and amount of system traffic.

Note: You must install the Designer on a supported Windows platform. You

can install the other components on Windows, UNIX, or Linux platforms.

The installation program can install multiple Data Services feature categories.

DescriptionComponentFeature category

Executes batch Data Services jobs.Job Server

Provides real-time access to Data Ser-

Access Server

vices, routes real-time messages to the appropriate real-time interface.

Server Components

Client Components

Technology Interfaces

Metadata Integrator

Designer

Repository Manager

Provides access to techologies such as JMS (Java Messaging System) and Salesforce.com.

Collects metadata from a BusinessObjects Enterprise system for impact and lineage analysis in the Data Services Management Console.

Graphical user interface that is used to design and test all Data Services jobs.

Creates and manages all types of Data Services repositories (local, central, profiler, and Global Parsing Option).

Data Services Technical Manuals 27

Data Services Installation Guide

Preparing to Install Data Services

Tomcat application server (optional)

DescriptionComponentFeature category

Web application server that can be used to deploy BusinessObjects applications. You can also use your own existing web application server.

Web Tier Components

Message Client Components

Documentation Components

For complete description of the components and how they interact, see "Data Services Architecture" in the BusinessObjects Data Services Getting Started Guide.

Note: You can configure several Job Server and Access Server instances

from one Job Server or Access Server installation. Configure Job Server and Access Server instances using the Server Manager.

You can install Data Services components on one or more computers based on available resources and the amount of traffic the system processes. Before installing Data Services components, consider the following:

• A local repository connects a Data Services Designer with a Data Services

Web application that manages the Data Services environment (monitors, executes, and schedules jobs), as well as

Management Console

metadata reporting (auto-documentation, Validation and Operational dashboards, Data Quality reports, and impact and lineage analysis).

Message Client SDK that other applications can use to integrate with real-time Data Services jobs.

Data Services product documentation.

Job Server. You can install a Job Server on the same computer as the repository, on a stand-alone computer (with repository database client software), or on the same computer as a Data Services Designer.

• Any Data Services Designer can access any local repository and Data

Services Job Server. Multiple Data Services Designers cannot simultaneously access the same local repository. Simultaneous access

28 Data Services Technical Manuals

Data Services Installation Guide

Preparing to Install Data Services

risks metadata corruption in the repository. Also, you cannot link Data Services Designer to more than one local repository at any given time.

• Install database client software on the computer containing the Job Server

to support the repository associated with that Job Server. For example, if the repository associated with a Job Server named "oradev" is an Oracle database, then Oracle client software must be installed and configured on the computer containing the "oradev" Job Server.

The following diagram depicts a simple distribution of Data Services components among computers in a network. Note that you can install each Data Services component on one or more computers. Also note that there are many possible connections between Data Services components. Each box in the diagram represents a different computer.

Data Services Technical Manuals 29

Data Services Installation Guide

Preparing to Install Data Services

30 Data Services Technical Manuals

You can install the Data Services Management Console on any computer with or without other Data Services components. It is Java-based. You have the choice to use the packaged Tomcat server, or use a previously installed application server.

Note: If BusinessObjects Enterprise is installed on the same machine with

the BusinessObjects Enterprise-packaged Tomcat application server, the installer will detect the existing Tomcat instance and share it with BusinessObjects Data Services instead of installing a new instance.

Related Topics

• Data Services Architecture on page 140

• Data Services distributed architecture on page 151

Create a database for each repository

Data Services uses four types of repositories:

• Local — working repositories where you create and modify applications.

• Central — supports multi-user development and allows for check-in and

check-out. Also provides versioning to keep and allow restore for several versions for the same object.

• Profiler — stores profiling metadata when the built-in Data Services profiler

is configured.

• Global Parsing Option — stores dictionaries for the Global Parsing Options

used by Data Cleanse transforms.

Data Services Installation Guide

Preparing to Install Data Services

You associate each Job Server with one or more local repositories. There is no relationship between central repositories and Job Servers.

Create local repositories before you install each Job Server, or configure them after you install Job Servers by using the Repository Manager.

• To set up a single-user development environment, create a database for

the local repository.

• To set up a multi-user development environment, create databases for

each local repository (one per user) and a database for the central repository.

• Multiple Designers can share the same Global Parsing Option repository.

• Multiple Designers can share the same profiler and profiler repository.

Data Services Technical Manuals 31

Data Services Installation Guide

Preparing to Install Data Services

Related Topics

• Repository database requirements and preparation on page 36

• Using the Repository Manager on page 79

• Multi-user Development on page 2579

Check port assignments

Verify that all ports to be used by Data Services components are available and not in use by other programs on each computer.

For a development system, you can install many components on the same computer. This simplifies many connections between components (the host name is always the same), but you must still define connections based on TCP/IP protocol.

Note: If you choose to set ports manually during installation, verify that the

ports you specify are available. The following example configuration diagram shows default port numbers, as well as the packaged Tomcat installation. Default ports for other web application servers may differ.

32 Data Services Technical Manuals

Component

Job Server

This table details Data Services default ports:

Data Services Installation Guide

Preparing to Install Data Services

To setDefaultDescriptionPort

Job Server port or TCP/IP port

Adapter/SNMP communication port

Packaged Tomcat Application Server

HTTP port

Shutdown port

Access Server

Communication port

Receives commands from Designer, Access Server, and schedulers.

Receives commands and sends data to adapters.

Supports communication between web browsers and the management console.

The Tomcat service uses this port to start and shutdown the Web Server which supports the Management Console.

Receives and sends messages from clients and services

28080

28005

Use Server Manager3500

Use Server Manager4001

Tomcat conf\server.xml

Use Server Manager4000

Designer

Interactive Debugger port

Address Server

Supports communication for the debugging feature

5001

Data Services Technical Manuals 33

ChooseTools > Options in the Designer.

Data Services Installation Guide

Preparing to Install Data Services

Component

To setDefaultDescriptionPort

Control port

Application port

Supports communication for the Address Server

Check network connections

Before you install Data Services components, check the computers involved and verify network connections by executing the ping command on each computer.

For example, if the Designer will be on a Windows computer and your Job Server will be on a UNIX computer, from the Windows computer open the DOS prompt and enter:

C:\> ping hostname

where hostname is the host name of the UNIX computer.

Then from the UNIX computer, log in as root and from the prompt, enter:

$ ping hostname

40010

40011

LINK_DIR\bin\ad dress_server\Ad dressServerConfig.txt

where hostname is the host name of the Windows computer.

Create a Windows cluster

To take advantage of fail-over support for Data Services services in a Windows Clustering Environment, you must create a Windows cluster before you install Data Services (refer to your Microsoft documentation for details). If you choose this option, in the event of a hardware failure or Windows software failure, the Windows Cluster Manager will attempt to restart your Data Services services.

34 Data Services Technical Manuals

Data Services Installation Guide

Preparing to Install Data Services

After you create a Windows cluster:

1. Install Data Services on a shared drive from the first cluster computer.

2. After you install Data Services, create a new resource for the Data

Services service as a Generic Service.

a. Open the Cluster Administrator. b. Under Active Resources, add a new resource. Enter a Name,

Description and choose Generic Service for the Resource Type.

c. Configure resource dependencies. Since Data Services is a Generic

Service, it requires a file share, IP address, Network Name, and available physical disk resources.

d. Configure Generic Service Parameters. Enter DI_JOBSERVICE as

the Service name.

3. Create a new resource for the Data Services Web Server Service as a

Generic Service. (If you did not install the Data Services Management Console, skip this step.)

a. Under Active Resources, add a new resource. Enter a Name,

Description and choose Generic Service for the Resource Type.

b. Configure Generic Service Parameters. Enter DataServicesWebServer

as the Service name and click to select the Use Network Name for computer name option.

4. Run the Data Services cluster install utility (js_cluster_install.exe

located in the bin directory of your Data Services installation) on the other cluster computers to populate them with the Data Services service-related information.

a. Copy the js_cluster_install.exe and bodi_cluster_conf.txt

files from the Data Services bin directory on your primary cluster computer.

b. Paste these files to each non-primary cluster computer and run the

following commands to install the Data Services Service and Data Services Web Server Service, and to replicate the shortcuts set up on the primary cluster computer:

js_cluster_install.exe -install if using system account js_cluster_install.exe -install -Uuser -Ppasswd -Ddomain

when not using system account on primary node

js_cluster_install.exe -remove

c. Data Services components will use a Cluster Network Name to

communicate with other Data Services components over your network.

Data Services Technical Manuals 35

Data Services Installation Guide

Preparing to Install Data Services

Open the Data Services Server Manager, enter the Cluster Network Name and click Apply.

Note: If Job Servers are already configured before you enter the

Cluster Network Name, the Server Manager will prompt you to enter a password for each currently configured repository associated with each configured Job Server.

d. Click Restart.

Related Topics

• Beginning your installation on page 46

Repository database requirements and preparation

BusinessObjects Data Services stores your design metadata for source and target tables as well as database functions and definitions of built-in Data Services objects in database tables. This set of database tables is called the Data Services repository.

You can create one repository during installation. If you want to create a repository in an existing database, you must create space for the repository before you run the Data Services installation program. The Data Services installation program connects to the repository and populates it.

A Data Services repository requires a minimum of 20 MB of free disk space on the database server.

The following sections detail required settings for:

• IBM DB2

• Microsoft SQL Server

• MySQL

• Oracle

• Sybase ASE

Before you install BusinessObjects Data Services, you should review this information in order to properly prepare your repository database.

Note: You can also choose to skip creating a repository during installation,

and use the Repository Manager to create it at a later time.

36 Data Services Technical Manuals

Note: If you want to use multi-byte metadata, such as Japanese column

names on imported tables or multi-byte data in Data Quality reports, your database must be configured to use Unicode character encoding, such as UTF-8.

Related Topics

• Using the Repository Manager on page 79

Installing MySQL as the repository database

MySQL database server is an open-source database that provides local data storage. The BusinessObjects Data Services setup program can install and configure MySQL as the database server for a BusinessObjects Data Services installation. If you already have MySQL installed, the installation program can be used to configure the repository database using your existing database engine.

Note:

• The packaged MySQL database can be used only to store the different

Data Services repository tables. You are not allowed to store your own data (datamart, data warehouse) in this MySQL instance.

• If you choose to use the packaged MySQL installation, the database

server is uninstalled if you uninstall Data Services. Back up the Data Services repository with the MySQL admininstration tools if you want to uninstall Data Services before upgrading to a new version.

Data Services Installation Guide

Preparing to Install Data Services

MySQL installation details

Data Services installation setup creates a new MySQL installation with the following details:

ValueProperty

DataServicesODBC datasource name

DataServicesMySQL schema name

BOE120MySQLMySQL service name

Data Services Technical Manuals 37

Data Services Installation Guide

Preparing to Install Data Services

Note: The TCP/IP port number, the root user password, and the username

and password for the account that owns the MySQL schema can be configured during installation setup.

The MySQL administration tools are also installed to the MySqlAdmin5 folder at the same level as LINK_DIR. To start or stop the MySQL service, you can use the installed MySQL administration tools or the "Services" panel located in the "Administrative Tools" section of the Windows Control Panel.

For more information about administering the MySQL installation, refer to the MySQL documentation at http://dev.mysql.com/doc/index.html.

To set up a database account for BusinessObjects Data Services

To administer the repository database, you need to set up a database account. If you choose to install MySQL as part of your BusinessObjects Data Services installation, you are prompted during installation to set up this account. If you plan to use your own database, you should complete the steps listed below before you install BusinessObjects Data Services.

1. Create or select a user account that provides BusinessObjects Data

Services with the appropriate privileges to your database server.

2. Verify that you can log on to your database and carry out administrative

tasks using this account.

Setting up an empty database for the repository

If you want to use an existing database server, you must create a new database on your database server before you install BusinessObjects Data Services.

The following database servers are supported for the repository database:

• IBM DB2

• Microsoft SQL Server

• MySQL

• Oracle

• Sybase ASE

Note: For information related to supported database software and version

requirements, review the online BusinessObjects Data Services supported

38 Data Services Technical Manuals

Data Services Installation Guide

Preparing to Install Data Services

platforms document: http://support.businessobjects.com/documentation/sup

ported_platforms

To use your existing database with BusinessObjects Services, you need to prepare it.

1. Create a new database.

2. Create a new user account and password for the database — to be used

by BusinessObjects Data Services.

3. Specify that the new user account has required permissions to create,

modify, and delete tables and create procedures so that the database can be modified as required.

4. Record the name of the database, the user account, and the password

when you run the BusinessObjects Data Services installation setup program.

During the installation setup, you can choose to reinitialize the existing database. This will cause new tables to be created in your existing database to store BusinessObjects Data Services data. If you are unsure of the procedure for creating a new database, consult your specific database server documentation.

Note: If you have an existing Data Services or Data Integrator repository,

you can upgrade the repository during installation or use the Data Services Repository Manager to upgrade it after installation. If you have an existing Data Quality repository, create a new Data Services repository and see the Data Services Migration Considerations.

32-bit and 64-bit notes

Data Services 32-bit and 64-bit applications are supported on a variety of operating systems. When you use a database client with the Data Services 32-bit application, the 32-bit database client libraries must be installed and referenced in the library paths.

For example, the default installation of the Oracle 64-bit client includes installation of the 32-bit client. For non-standard installations, these libraries must be specified as part of the installation. After installation, the libraries should be in the $ORACLE_HOME\lib32 directory.

Data Services Technical Manuals 39

Data Services Installation Guide

Preparing to Install Data Services

If these 32-bit libraries are not present, you receive an error message stating that Data Services cannot load the client library. Examples of error messages include:

(5.2) 02-05-02 14:55:23 (E) (26797:0001) CON-120103: System call <dlopen> to load and initialize functions failed for <libclntsh.a>. Make sure the SHARED LIBRARY is installed and resides in the correct location. \(5.2) 02-05-02 14:55:23 (E) (26797:0001) REP-100108: Cannot perform operation on Repository<Default Repository> because a

connection to the repository was never opened. A connection must be opened to the repository before performing any opera tion.

When you use a database client with the Data Services 64-bit application, the 64-bit client libraries must be installed and referenced in the library paths.

Related Topics

• DB2 database setup requirements on page 40

• Microsoft SQL Server database setup requirements on page 41

• MySQL database setup requirements on page 41

• Oracle database setup requirements on page 42

• Sybase database setup requirements on page 42

DB2 database setup requirements

A local or central Data Services repository requires that you create a dedicated database and define a user with the rights:

• To create a table

• To start a session

• To create a sequence

Install the DB2 Application Enabler software and use DB2 Control Center and DB2 Script Center to verify the connection between the Designer computer and the Data Services repository computer.

When the database is created, you need to prepare it for the BusinessObjects Data Services installation.

Related Topics

• To prepare your database on page 43

40 Data Services Technical Manuals

Microsoft SQL Server database setup requirements

When you create a repository on Microsoft SQL Server, choose between Windows authentication (by selecting the check box) or Microsoft SQL Server authentication (by completing the Microsoft SQL Server user name and password fields):

• Windows authentication — Microsoft SQL Server validates the login

account name and password using information from the Windows operating system.

• Microsoft SQL Server authentication — Microsoft SQL Server

authenticates the existing Microsoft SQL Server login account name and password.

When the database is created, you need to prepare it for the BusinessObjects Data Services installation.

Related Topics

• To prepare your database on page 43

MySQL database setup requirements

Data Services Installation Guide

Preparing to Install Data Services

When you create a repository on MySQL, you must supply the following information in order to log in to the Repository Manager and the Designer later:

• ODBC (MySQL) Data Source Name

• Username

• Password

The ODBC name is either the user Data Source Name (DSN), or the system DSN.

Note: ODBC driver version 3.51.22 is recommended for use with MySQL.

If you select the option to install and configure MySQL that is supplied with your installation, the installation creates a MySQL database with the default settings for the repository database.

When the database is created, you need to prepare it for the BusinessObjects Data Services installation.

Caution: If you provide the password when creating an ODBC data source,

users will be able to log into the Data Services Designer without specifying a password. If you choose to install the packaged MySQL server, the password is automatically specified for the ODBC data source, and anyone

Data Services Technical Manuals 41

Data Services Installation Guide

Preparing to Install Data Services

with a valid username can access the Data Services Designer without specifying a password.

Related Topics

• To prepare your database on page 43

Oracle database setup requirements

A local or central Data Services repository requires that you create a dedicated database and define a user with the rights:

• To create a table

• To start a session

• To create a sequence

Grant the user the connect and resource roles. For Oracle 10G/R2, also grant the create view role.

Install the Oracle client software and use SQL*Plus to verify the connection between the Designer computer and the Data Services repository.

Note: To store multi-byte characters in a Data Services repository table

when the repository is on an Oracle database, you must change the Oracle database character set to a code page that supports the multi-byte language that you plan to use or you risk corrupting your metadata. For example, to store Japanese characters, change the Oracle database character set to either SHIFT_JIS or UTF8.

When the database is created, you need to prepare it for the BusinessObjects Data Services installation.

Related Topics

• To prepare your database on page 43

Sybase database setup requirements

A local or central Data Services repository requires that you create a dedicated database and define a user.

Note: For UNIX Job Servers, when logging in to a Sybase repository in the

Designer, the case you type for the database server name must match the associated case in the SYBASE_Home\interfaces file. If the case does not match, you might receive an error because the Job Server cannot communicate with the repository.

42 Data Services Technical Manuals

If you are using both Sybase and Microsoft SQL Server on a Windows platform, ensure the Sybase path precedes the Microsoft SQL Server path in the environment variables %PATH% statement.

When the database is created, you need to prepare it for the BusinessObjects Data Services installation.

Related Topics

• To prepare your database on page 43

To prepare your database

1. Create a new, empty database on your database server.

2. Create a new user and assign it a secure password.

3. Ensure that the new account has permission to create, modify, delete

tables and create procedures so that BusinessObjects Data Services can modify the database as required.

Note: If you are not the owner of the database, you must have

permissions to perform the necessary operations.

4. Ensure the following are set up before you begin your installation:

Data Services Installation Guide

Preparing to Install Data Services

Information requiredDatabase type

DB2 database aliasDB2

Database nameMicrosoft SQL Server

ODBC datasource nameMySQL

tnsnames connect identifierOracle

Sybase ASE

Note: The Sybase server name is a combination of the host name and

the port number which is set by your database administrator in the file

sql.ini.

Sybase server name

Database name

Data Services Technical Manuals 43

Data Services Installation Guide

Preparing to Install Data Services

5. Record these details because you are required to provide them during

installation:

• The name of your database, ODBC datasource name, Sybase server

name, Oracle tnsnames connect identifier, or DB2 database alias.

• The user account and the password authorized to the database.

For information on how to create a new database, consult your database server documentation or your database administrator.

Related Topics

• DB2 database setup requirements on page 40

• Microsoft SQL Server database setup requirements on page 41

• MySQL database setup requirements on page 41

• Oracle database setup requirements on page 42

• Sybase database setup requirements on page 42

Installation scenarios

Standard installation overview

A standard installation allows you to specify which components to install. You may want to perform a custom installation when you want to exclude some components, or install only a limited set of components.

The installable feature categories include:

• Server Components

• Client Components

• Web Tier Components

• Message Client Components

• Documentation Components

By default, MySQL is installed as the repository database, and Tomcat is installed as the web application server. You can also choose to use your own database or web application server during the installation process.

Note: During installation, you can choose whether to configure many of the

components, such as Job Servers and Access Servers. If you skip component

44 Data Services Technical Manuals

configuration during installation, you can use the Data Services configuration tools to accomplish these tasks after installation has finished.

Related Topics

• Choose components and determine component distribution on page 27

• Data Services Architecture on page 140

To perform a standard installation

1. Obtain the Data Services software and licensing keycodes.

2. Confirm requirements and determine component distribution.

3. Check port assignments and network connections.

4. Create databases for repositories that you want to configure during

installation.

5. Install Data Services components.

Following installation, you can perform any additional configuration needed using Data Services configuration tools. For example, you can:

• Create additional local, central, or Global Parsing Option repositories with

the Repository Manager.

• Register any repositories in the Management Console.

• Create and configure a profiler repository.

• Configure additional Job Servers with the Server Manager.

• Add any additional license keycodes with the License Manager.

Data Services Installation Guide

Preparing to Install Data Services

Related Topics

• Pre-installation overview on page 24

• Beginning your installation on page 46

• Using the Repository Manager on page 79

• Using the Server Manager on page 83

• Using the License Manager on page 91

• Logging in to the Management Console on page 79

Silent installation overview

You can run a silent installation to install BusinessObjects Data Services from the command line using a response file containing installation setup parameters. This method is particularly useful when you need to perform

Data Services Technical Manuals 45

Data Services Installation Guide

Standard Installation of Data Services

multiple installations or you do not want to interrupt people who are working on machines in your system.

You can also incorporate the silent installation command into your own build scripts. For example, if your organization uses scripts to install software on machines, you can add the silent BusinessObjects Data Services installation command to those scripts.

You may want to choose a silent installation if:

• You are already familiar with the BusinessObjects Data Services

installation program.

• You need an automated method for performing similar installations on

several machines.

• You do not want to run the BusinessObjects Data Services Setup program.

Related Topics

• Silent installation on page 68

Standard Installation of Data Services

Beginning your installation

The following instructions lead you through the initial steps of setting up your BusinessObjects Data Services installation on Windows. In this stage you will do the following:

• Agree to the license terms.

• Enter the product key codes.

• Select where to install BusinessObjects Data Services.

• Select which features to install.

When you perform the following installation setup, all the components that you select are installed on the local machine.

You can start the installation setup by running setup.exe, or by inserting the application CD, selecting a language, and clicking Install if your system is configured for autorun. After the Welcome screen is displayed, click Next to begin your installation.

46 Data Services Technical Manuals

Tip: Before beginning your installation, review the Installation Overview to

ensure that you have prepared all necessary systems.

Related Topics

• Pre-installation overview on page 24

To accept the license agreement

At the "License Agreement", review and accept the license agreement for BusinessObjects Data Services. You must accept the agreement to continue with the installation setup.

Data Services Installation Guide

Standard Installation of Data Services

1. Review the License Agreement.

2. Select I accept the License Agreement.

You cannot continue unless you accept the License Agreement.

3. Click Next to continue the installation setup.

The "User Information" screen is displayed.

Data Services Technical Manuals 47

Data Services Installation Guide

Standard Installation of Data Services

To enter user information and a product keycode

At the "User Information" screen, enter user information and provide a product code for your BusinessObjects Data Services installation.

1. Provide your user credentials in the Full Name and Organization fields.

This information personalizes your installation and is recorded in the registry.

2. Enter a valid code in the Product Keycode field.

Note: You can enter a single base product keycode during Data Services

installation. If you need to add additional keycodes for other features that you've purchased, you can enter them after installation with the Data Services License Manager.

3. Click Next to continue the installation setup.

The "Directory Selection" screen is displayed.

48 Data Services Technical Manuals

Related Topics

• Using the License Manager on page 91

To specify the installation location

At the "Directory Selection" screen, enter the location for your BusinessObjects Data Services installation.

Data Services Installation Guide

Standard Installation of Data Services

1. Specify where to install the BusinessObjects Data Services components

in the Destination Folder field. The default location is C:\Program Files\Business

Objects\BusinessObjects Data Services\.

Restriction: The maximum allowable path length is 100 characters.

Note: Data Services installation setup creates a Windows environment

named LINK_DIR for this path. LINK_DIR is used throughout the Data Services documentation to refer to this path.

Data Services Technical Manuals 49

Data Services Installation Guide

Standard Installation of Data Services

Depending on your component selection, the Data Services installation setup may create other folders or files at the same level as the Data Services installation folder:

• BusinessObjects Enterprise 12.0

• common

• deployment

• javasdk

• Tomcat55

• LanguagePacks.xml

2. Click Next to continue the installation setup.

The "Select Features" screen is displayed.

Note: To run the Data Services Designer, a user requires both read and

write access to the Data Services installation folder.

To select which features to install

At the "Select Features" screen, choose which components to install.

50 Data Services Technical Manuals

Data Services Installation Guide

Standard Installation of Data Services

You can select or deselect the following categories and their sub-components:

DescriptionFeature category

Server components

Client components

Web Tier components

Message Client components

Includes the Job Server, Access Server, MySQL (Server), Metadata Integrator, Address Server, Technology Interfaces, and other adapters.

All Server components install by default unless deselected.

Includes the Designer and Repository manager.

All client components install by default unless deselected.

Includes the optional Tomcat application server installation and the Management Console web application (including the Administrator, Impact and Lineage Analysis, Operational Dashboards, Data Quality Dashboards, and Auto Documentation).

All Web Tier components install by default unless deselected.

Includes the C++ and Java libraries for integrating external application with Data Services real-time jobs.

The Message Client components do not install by default unless selected.

Documentation components

1. Select the features that you want to install. Each component displays a

drop-down menu that allows you to choose from the following options:

Includes BusinessObjects Data Services product documentation as PDF documents.

The Documentation components install by default unless deselected.

Data Services Technical Manuals 51

Data Services Installation Guide

Standard Installation of Data Services

Will be installed on local hard drive — Installs only the selected

•

component in the tree for that feature.

• Entire feature will be installed on local hard drive — Installs all

components in the tree for that feature.

• Entire feature will be unavailable — No components for that feature

are installed. An X appears next to the deselected component.

2. To check if you have enough available disk space for the selected

components, click Disk Cost. The disk cost screen appears. Click OK to return to feature selection.

3. If you want to reset the feature selection to default, click Reset.

4. When you have made your component selections, click Next to continue

the installation setup. The next screen appears based on the features that you chose to install.

To select a repository

At the "Repository Selection" screen, choose which type of database to use for the repository.

52 Data Services Technical Manuals

Data Services Installation Guide

Standard Installation of Data Services

1. Select the type of repository that you want to configure.

• Install MySQL database server (Default)

Note: The MySQL administration tools are also installed to the

MySqlAdmin5 folder at the same level as LINK_DIR.

• Use an existing database server

• Skip configuration

If you choose to install MySQL or use an existing database, you can configure one local repository during installation. If you skip the configuration, or you need more repositories, you can configure additional repositories later using the Data Services Repository Manager.

2. Click Next to continue the installation setup.

The next screen appears based on which configuration you chose to perform.

Related Topics

• To create or upgrade repositories on page 80

To configure a MySQL database server

The "MySQL Database Server Configuration" screen appears if you chose to install MySQL as the database server for the new installation.

Data Services Technical Manuals 53

Data Services Installation Guide

Standard Installation of Data Services

1. Specify the port number for the MySQL database server in the MySQL

Port Number field.

The default port number is 3306. Use this number unless this port is unavailable.

2. Specify and confirm a password for the MySQL root user account in the

MySQL root User Account area.

The root user is required for administrative and maintenance tasks on the MySQL server, such as creating new users for more repositories or performing backups.

3. Specify and confirm a username and password for the MySQL Repository

user account in the MySQL Repository User Account area.

4. Click Next to continue the installation setup.

The "Configure Job Server" screen is displayed.

54 Data Services Technical Manuals

To configure an existing database server

The "Local Repository Location" screen appears if you chose to use an existing database server as your repository for the new BusinessObjects Data Services installation. At this screen, specify the connection information for the database where the repository will be created.

Data Services Installation Guide

Standard Installation of Data Services

1. Select a database type from the Database type drop-down list.

Depending on your database type selection, corresponding input fields are displayed.

2. Provide the database-specific required information in the fields displayed.

Required informationDatabase type

DB2 datasource nameDB2

Data Services Technical Manuals 55

Data Services Installation Guide

Standard Installation of Data Services

Required informationDatabase type

Microsoft SQL Server

Sybase ASE

3. Specify the user name for the account authorized to use the database in

the User name field.

4. Specify the password for the account authorized to use the database in

the Password field.

5. Click Get Version to check the database connection and verify whether

a version of the repository already exists. If you are upgrading from an existing Data Integrator or Data Services repository, click Upgrade to keep and upgrade the existing repository. If you are creating a new repository, click Create.

Database server name

Database name

Windows authentication

ODBC datasource nameMySQL

Database connection nameOracle

Sybase server name

Database name

Caution: If you choose to use Create on an existing repository, the

repository tables are recreated, and all data in the existing repository will be lost.

6. Click Next to continue the installation setup.

The "Configure Job Server" screen is displayed.

To configure a Job Server

At the "Configure Job Server" screen, create a new job server.

56 Data Services Technical Manuals

Data Services Installation Guide

Standard Installation of Data Services

1. Select the type of Job Server configuration to perform:

• Configure a new Job Server (Default)

• Skip Job Server configuration

If you skip the configuration, you can configure a Job Server later using the Data Services Server Manager. Any existing Job Servers from a previous Data Integrator or Data Services installation will be kept, unless it has been uninstalled or DSConfig.txt has been removed.

2. If you chose to configure a new Job Server, specify a name and port

number for the new server in the Job Server name and Job Server port fields.

The default Job Server port is 3500.

3. If you need to configure SNMP support or change the runtime resources

for the Job Server, click Advanced. The Job Server details screen is displayed. Make any necessary

configuration changes and click OK.

4. Click Next to continue the installation setup.

The "Login Information" screen is displayed.

Data Services Technical Manuals 57

Data Services Installation Guide

Standard Installation of Data Services

Note: If you are using a Sybase or DB2 repository, and need to change the

locale of your Job Server, use the Data Services Locale Selector after installing Data Services. To use the Locale Selector, choose Start > Programs > BusinessObjects XI 3.0 > BusinessObjects Data Services > Data Services Locale Selector.

Related Topics

• To configure Job Servers on page 85

To specify login information

At the "Login Information" screen, specify the account that the Data Services Windows service will use to start Job and Access Servers.

1. Select the type of account to use:

• Use system account

• Use this account

If you use the system account, you must reboot the system following Data Services installation.

58 Data Services Technical Manuals

Note: The account you use must have:

• full access to the Data Services installation directory

• rights to Log on as a Service

You can change this account and password later using the Windows Services tool.

2. If you chose to specify a user account, enter the username and password

in the User and Password fields.

3. Click Next to continue the installation configuration.

The "Configure Access Server" screen is displayed.

To configure an Access Server

At the "Configure Access Server" screen, create a new access server.

Data Services Installation Guide

Standard Installation of Data Services

1. Select the type of Access Server configuration to perform:

• Configure a new Access Server (Default)

• Skip Access Server configuration

Data Services Technical Manuals 59

Data Services Installation Guide

Standard Installation of Data Services

Note: The Access Server is only required for real-time processing.

Because of this, you should skip configuration if you do not need real-time processing. Real-time and transactional processing is not licensed in all Data Service packages and is available as an option.

If you skip the configuration, you can configure an Access Server later using the Data Services Server Manager. Any existing Access Servers from a previous Data Integrator or Data Services installation will be kept, unless it has been uninstalled or DSConfig.txt has been removed .

2. If you chose to configure a new Access Server, specify a directory and

port number for the new server in the Directory and Communication port fields.

The default directory for the Access Server is LINK_DIR\Log\AccessServ

er_1.

3. Check Enable Access Server if you want the Access Server to start

when the Data Services system service is started. By default, Enable Access Server is checked.

4. Click Next to continue the installation setup.

If BusinessObjects Enterprise is installed, the "Configure Metadata Integrator" screen is displayed. If not, the next screen appears based on which features you chose to install.

Related Topics

• To configure Access Servers on page 89

To configure Metadata Integrator

If you chose to install Metadata Integrator and BusinessObjects Enterprise is already installed, the "Configure Metadata Integrator" screen appears. At this screen, create a new Metadata Integrator configuration.

60 Data Services Technical Manuals

Data Services Installation Guide

Standard Installation of Data Services

1. Select the type of Metadata Integrator configuration to perform:

• Configure a new Metadata Integrator

• Skip Metadata Integrator configuration

If you skip the configuration, you can configure Metadata Integrator later by choosing Start > Programs > BusinessObjects XI 3.0 >

BusinessObjects Data Services > Data Services Metadata Integrator.

2. If you chose to create a new Metadata Integrator configuration, specify

a name for the new configuration in the Configuration name field.

3. Click Next to continue the installation setup.

The next screen appears based on which configuration you chose to perform.

To specify Metadata Integrator configuration details

At the "Configure Metadata Integrator" screen, specify details for your Metadata Integrator configuration.

Data Services Technical Manuals 61

Data Services Installation Guide

Standard Installation of Data Services

1. Specify the host name of your BusinessObjects Enterprise CMS server

in the Server name field.

2. Check Enable SSL if you want to use a SSL secure connection.

3. Specify the user name used to connect to the CMS server to register and

execute the Metadata Integrator in the User field.

4. Specify the password for the CMS user in the Password field.

5. Select the CMS authentication mode from the Authentication Mode

drop-down list. For more information about the available modes, see the BusinessObjects

Enterprise Administrator's Guide.

6. Specify the folder in which the CMS system adds the Metadata Integrator

as a program object in the Folder name field. The default value is Data Services. If the specified folder does not exist,

it is created automatically.

7. Specify configuration for your Data Services Repository database in the

"Repository Database server" area. If you chose to use the packaged MySQL server or an existing

BusinessObjects Enterprise MySQL installation, this area is disabled.

62 Data Services Technical Manuals

8. Click Next to continue the installation setup.

The next screen appears based on which features you chose to install.

To specify Metadata Integrator SSL details

If you chose to enable SSL for the Metadata Integrator, the "Configure repository for Metadata Integrator" screen is displayed. At this screen, specify the SSL details for your Metadata Integrator configuration.

Data Services Installation Guide

Standard Installation of Data Services

1. Click Browse to specify the location of your SSL certificates.

2. Specify the filenames for the Server SSL Certificate, SSL Trusted

Certificates, SSL Private key, and SSL Passphrase in the appropriate fields.

3. Click Next to continue the installation setup.

Data Services Technical Manuals 63

Data Services Installation Guide

Standard Installation of Data Services

To select a web application server configuration option

If you chose to install the Web Tier Components, you need to provide information about the web application server that will work with your BusinessObjects applications. Use the "Select Web Application Server" screen to either install Tomcat as your application server, or to work with your existing web application server.

To configure your web application server for BusinessObjects Data Services, you need account information along with port information.

1. Select one of the following options:

• Use a pre-installed Web Application Server

• Install Tomcat application server

2. To use your current Web application server, you can Specify your server

from the drop-down list provided.

64 Data Services Technical Manuals

Standard Installation of Data Services

Tip: You can configure the server during the current installation setup.

You will need to provide access information for this server in a subsequent screen.

3. Click Next to continue the installation setup.

The next screen appears, based on your selection.

To configure your Tomcat application server

The "Configure Tomcat" screen is displayed during installation setup if you choose to install Tomcat as the web application server for your current BusinessObjects Data Services installation. At this screen, configure Tomcat and the Java SDK.

Data Services Installation Guide

1. In the fields provided, specify which port numbers will be used by Tomcat

for connection, shutdown, and redirect.

Tip: You can accept the default values for each port setting.

2. Click Next to continue with the installation setup.

Data Services Technical Manuals 65

Data Services Installation Guide

Standard Installation of Data Services

The "Start Installation" screen is displayed.

Note: If you need to change the Tomcat port settings after installation, you

can modify the Tomcat setup.xml file. By default, this file is installed to the

Tomcat55\conf folder at the same level as LINK_DIR.

To configure an existing Web application server

The Configure Web Application Server screen is displayed during installation after you specify an existing server in the Select Web Application Server screen. To properly install web components on your web application server, you must provide specific configuration information about your existing web application server.

1. Specify the required configuration information for your existing web

application server.

Required informationWeb Applica-

tion Server

Apache Tomcat 5.5

WebLogic 10

• Server Instance: Name of the current web application

server instance (e.g. "localhost").

• Service Name: Name of the Windows service if the ap-

plication server will be installed as a Windows service (e.g. "Tomcat5").

• Application Server Installation Directory: The directory

where the web application server is installed.

• Port: Administration port of the application server -

mandatory for Weblogic (e.g. "7001").

• Username: User name with administration rights to the

application server - mandatory for Weblogic.

• Password: Password for account with administration

rights to the application server - mandatory for Weblogic.

• Server Instance: Name of the current web application

server instance (e.g. "mserver1").

• Application Server Installation Directory: The directory

for the web application server instance (e.g.

C:\bea\weblogic10\samples\domains\wl_server).

66 Data Services Technical Manuals

tion Server

Data Services Installation Guide

Standard Installation of Data Services

Required informationWeb Applica-

WebLogic 9

WebSphere

6.1

• Port: Administration port of the application server -

mandatory for Weblogic (e.g. "7001").

• Username: User name with administration rights to the

application server - mandatory for Weblogic.

• Password: Password for account with administration

rights to the application server - mandatory for Weblogic.

• Server Instance: Name of the current web application

server instance (e.g. "mserver1").

• Application Server Installation Directory: The directory

for the web application server instance (e.g.

C:\bea\weblogic92\samples\domains\wl_server).

• Port: Administration port of the WebSphere application

server - the SOAP port. Default SOAP port will be used if not specified.

• Username: User name with administration rights to the

WebSphere application server.

Note: If Admin is Secure is not selected you do not

need to specify a username or a password.

• Password: Password for account with administration

rights to the application server.

• Server Instance: Name of the current web application

server instance (e.g. "server1").

• Virtual Host: The virtual host to which the application

must be bound (e.g. "default_host").

• Admin is Secure: Select this option to enable security

requiring administrative access credentials to the application. If WebSphere was installed with the secure option, this is required.

• Application Server Installation Directory: The directory

for the web application server instance (e.g. C:\Program

Files\IBM\WebSphere\AppServer\profiles\AppSrv01).

2. Click Next to continue the installation setup.

The "Start Installation" screen is displayed.

Data Services Technical Manuals 67

Data Services Installation Guide

Silent Installation of Data Services

Note: To deploy the Management Console to a web server farm, run the

Data Services installation setup on each web server in the farm.

To start the installation

The "Start Installation" screen is the final screen in the installation setup.

• Review the components that will be installed and any associated settings.

If you want to make changes, use the Back button. All entries are retained; you do not need to re-enter all the information.

Note: If you are running the setup.exe program from the command line,

and have the -w filename parameter switch enabled, this is the point at which you can Cancel the installation process to have the .ini file written with all the installation parameter information. This .ini file can then be used in silent and scripted installations.

• Click the Next button to start the installation process.

• At the end of installation, you can launch the Data Services License

Manager automatically by checking Launch License Manager before clicking Finish.

Silent Installation of Data Services

Silent installation

A silent installation is one that you run from the command line to install BusinessObjects Data Services on any machine in your system. When you run a silent installation, you can specify all the parameters to be used for the install at the same time on the command line, rather than following the install wizard.

The silent install command line includes a series of parameters that provide information for installation settings and directory paths. You can also specify options that control the level of prompts during an install.

The silent BusinessObjects Data Services installation is particularly useful when you need to perform multiple installations or you do not want to interrupt people who are working on machines in your system.

68 Data Services Technical Manuals

Data Services Installation Guide

Silent Installation of Data Services

You can also use the silent installation command in your own scripts. For example, if your organization uses scripts to install software on machines, you can insert the silent BusinessObjects Data Services installation command into your scripts.

The silent installation command consists of the command setup.exe, followed by the install destination, and a number of parameters that provide information about the installation.

The following example installs BusinessObjects Data Services with Tomcat and MySQL onto the machine with no user interface and no prompts through to the end of the installation:

setup.exe /qn+ INSTALLDIR="C:\Program Files\BusinessObjects\"

ADDLOCAL="Data_Integrator,Tomcat,MySQL"

The example uses the most common parameters. You can choose any number of valid parameters, but it is good practice to keep the silent installation as simple as possible. If you need to specify many parameters it is best to create an installation .ini file.

Related Topics

• Silent/scripted installation .ini file on page 75

Silent install parameters

The following table lists the most common parameters used in a silent installation of BusinessObjects Data Services. To use a parameter, place it on the command line after the setup.exe command and after the path for the installation files. Or, you may use these parameters in the installation

.ini file.

Note: These parameters are case sensitive.

/qn+

DescriptionInstallation parameter

Specifies that the user is only prompted when the installation is complete.

Data Services Technical Manuals 69

Data Services Installation Guide

Silent Installation of Data Services

/qn

/qa /qb

INSTALLDIR

DescriptionInstallation parameter

Specifies that the user is not prompted during the install, or when the install is complete.

Specifies the machine and directory where you want to install the new BusinessObjects Data Services components.

For example, C:\Program

Files\Business Objects\Busines sObjects Data Services

PIDKEY

DATABASEUID

70 Data Services Technical Manuals

Specifies your base product activation keycode.

Specifies the user ID for the database.

For trusted authentication this parameter is not required, use DATABASEAUTHENTICATION=trusted.

Specifies the MySQL root password.DATABASEPWD_MYSQLROOT

DATABASEPWD

DATABASEDRIVER

Data Services Installation Guide

Silent Installation of Data Services

DescriptionInstallation parameter

Specifies the account password for the database you'll be using for BusinessObjects Data Services.

For trusted authentication, this parameter is not required, use DATABASEAUTHENTICATION=trusted instead.

Identify the type of database for the repository.

For Oracle, enter OracleDatabaseSubsystem.

For DB2, enter DB2DatabaseSubsystem.

For Sybase, enter SYBASEDatabaseSubsystem.

DATABASEDSN

DATABASEPORT

For ODBC SQL, enter ODBCDatabaseSubsystem.

For Remote MySQL, enter MySqlDatabaseSubsystem.

Specifies the ODBC DSN for the Data Services repository database.

Specifies the port used for MySQL Server. Defaults to port 3306 if it is not specified.

Data Services Technical Manuals 71

Data Services Installation Guide

Silent Installation of Data Services

DATABASEDB

DATABASEDB_AUDIT

DescriptionInstallation parameter

Specifies the name of the CMS database. This database name defaults to BOE120 if this parameter is not specified.

Changes the name of the MySQL audit database, otherwise, the default name of BOE120_Audit will be used.

Specifies the user ID for the database.

DATABASEUID_AUDIT

DATABSEPWD_AUDIT

TOMCATDIR

For trusted authentication this parameter is not required, use DATABASEAUTHENTICATION=trusted.

Specifies the account password for the database you'll be using for BusinessObjects Data Services.

For trusted authentication, this parameter is not required, use DATABASEAUTHENTICATION=trusted instead.

Changes the default directory where Tomcat is installed.

If you don't specify this parameter, Tomcat will be installed the directory TOMCAT under the default directory for BusinessObjects Data Services.

72 Data Services Technical Manuals

TOMCAT_CONNECTION_PORT

TOMCAT_REDIRECT_PORT

TOMCAT_SHUTDOWN_PORT

ADDLOCAL

Data Services Installation Guide

Silent Installation of Data Services

DescriptionInstallation parameter

Specifies a different connection port. If this option is not specified, port 28080 will be used.

Specifies a different redirect port. If this option is not specified, port 28443 will be used.

Specifies a different shutdown port. If this option is not specified, port 28005 will be used.

Specifies which components will be installed. This is the same as running a Custom install. Each component is specified, comma separated and grouped within quotes.

Related Topics

• Silent/scripted installation .ini file on page 75

• Custom install options for silent installation on page 73

Custom install options for silent installation

This is an exhaustive list of all Custom Install Options that are available as features that can be included or excluded during a silent installation.

Silent Install of Data Services Designer

setup.exe /qn+ INSTALLDIR='C:\Program Files\BusinessObjects\'

ADDLOCAL='Data_Integrator_Designer'

The following table specifies each feature category and its corresponding silent installation feature names.

Data Services Technical Manuals 73

Data Services Installation Guide

Silent Installation of Data Services

Note: Silent installation feature names are case sensitive.

Silent Installation Feature NameFeature Category

Server Components

Client Components

Web Tier Components

ponents

Data_Integrator

Data_Integrator_Server

Data_Integrator_AccessServer

Data_Integrator_JobServer

Data_Integrator_Interfaces

Data_Integrator_MetadataIntegrator

Data_Integrator_Client

Data_Integrator_Designer

Data_Integrator_Repository

Data_Integrator_WebTier

Data_Integrator_ManagementConsole

Data_Integrator_DocumentationDocumentation Com-

Database

Application Server

Note: Dependencies between features are automatically enforced even if

not explicitly specified in the silent install command line.

74 Data Services Technical Manuals

MySQLPackaged MySQL

TomcatPackaged Tomcat

Silent/scripted installation .ini file

There are three additional parameters than can be used with setup.exe on the command line. These parameters provide a way to pass installation settings to an .ini file. During a regular full user interface install, installation settings such as target directories are set as properties in the screens. The properties set can be written to the .ini file to replicate the install at a later date without having to use the user interface.

DescriptionInstallation

parameter

Data Services Installation Guide

Silent Installation of Data Services

-w filename

-r filename

-l filename

Each installation setup screen that has relevant properties writes that configuration information to the file.

Writes the .ini file to filename. (You may specify the full path.)

The simplest way to write to the .ini file is to go through the user interface install and select whatever parameters you want in each dialog box. At the Start Installation screen, cancel out of the install. The .ini file is written with the closing of the installation setup sequence.

Reads the .ini file and passes the properties to the installer as settings.

Within the .ini file there is a section titled [OTHERS]. If you set QUIET= to /qb, then it will do an install showing the progress meter. If set to /qa, then it will do a full silent install.

Sets the install log to this path and file name and is used in conjuction with the -r switch. If not specified, the log file will be written to the default %TEMP% folder.

Data Services Technical Manuals 75

Data Services Installation Guide

Silent Installation of Data Services

Sample installation script file

This is a sample installation script file that was generated from the command line: setup.exe -w "FILEPATH". The standard installation program runs, and the parameters are written to the .ini file by cancelling out of the installation at the "Start Installation" screen.

This file can now be used for future silent installs or scripted installs by including the file name and path in the command line: setup.exe -r "FILEPATH".

[OTHER] QUIET=/qa [INSTALL] ALLUSERS="" AS_ADMIN_IS_SECURE="" AS_ADMIN_PASSWORD="" AS_ADMIN_PORT="28080" AS_ADMIN_USERNAME="admin" AS_DIR="../Tomcat55" AS_INSTANCE="localhost" AS_SERVER="tomcat55" AS_SERVICE_NAME="BOE120Tomcat" AS_VIRTUAL_HOST="" ApplicationUsers="AllUsers" AspNetVersionRequirementMet="1" BOBJRESETFEATURES="" CMSAUTHENTICATION="" CMSUSERNAME="" COMPANYNAME="Company Name, Inc." DATABASEDB="EIM120" DATABASEDB_AUDIT="BOE120_AUDIT" DATABASEDRIVER="MySQLDatabaseSubSystem" DATABASEDSN="" DATABASEPWD="bobj" DATABASEPWD_AUDIT="bobj" DATABASEPWD_MYSQLROOT="root" DATABASEUID="bobj" DATABASEUID_AUDIT="bobj" DIASCONFIG="Yes" DIASENABLE="Yes" DIASPATH="C:\Program Files\Business Objects\BusinessObjects Data Services\Log\AccessServer_1" DIASPORT="4000" DIJSCACHEPATH="C:\Program Files\Business Objects\BusinessObjects

Data Services\Log\pCache" DIJSCOMMPORT="4001" DIJSCONFIG="Yes" DIJSENABLECOMMPORT="No"

76 Data Services Technical Manuals

Data Services Installation Guide

Silent Installation of Data Services

DIJSENABLESNMP="No" DIJSENDPORT="32767" DIJSNAME="JobServer_1" DIJSPORT="3500" DIJSSTARTPORT="1025" DILIPW="password" DILIUSER="DOMAIN\username" DILIUSESYSACCOUNT="No" DILRDBNAME="" DILRDBTYPE="" DILROPTYPE="" DILRPASSWORD="" DILRSERVERNAME="" DILRUSERNAME="" DILRWINDOWSAUTHENTICATION="" DIMICERTFILE="" DIMICERTFOLDER="" DIMICFGNAME="" DIMICONFIGURE="" DIMIDBHOST="" DIMIDBPORT="" DIMIFOLDERNAME="" DIMIPASSPHRASEFILE="" DIMIPRIVKEYFILE="" DIMISID="" DIMISSLENABLED="" DIMITRUSTEDCERTFILE="" DIREPOSELECTION="MySQL" DSCFGFOUND="Yes" DotNetFrameworkVersionRequirementMet="1" ENABLESERVERS="" ENTERPRISE110="" EXPANDCMS="1" FOUNDDOTNET="" HASIIS4="" INSTALLDIR="C:\Program Files\Business Objects\" INSTALLLEVEL="3" INSTALLSWITCH="" INSTALL_DB_TYPE="NoNeed" IS_CA_INSTALLED="" IS_CLIENT_INSTALL="" IS_UPGRADE_UNSUPPORTED="" KeycodeIsValid="" KeycodeIsValid_AFSets="" KeycodeIsValid_DM="" KeycodeIsValid_Prediction="" KeycodeIsValid_RAS="" KeycodeIsValid_SPC="" LUGE="" MYSQLDIR="C:\Program Files\Business Objects\MySql5\" MYSQLPORT="3306" NAMESERVER="" NEWCMSPASSWORD=""

Data Services Technical Manuals 77

Data Services Installation Guide

Silent Installation of Data Services

NODAS="" NO_INPUT_NEEDED="" PIDKEY="00000-0000000-0000000-0000" PREVIOUS_CA="" PREVIOUS_CE_UPGRADE="" Preselected="" Privileged="1" ProductID="none" ProductName="BusinessObjects Data Services" RAS_RegWizCmdLine="" RESUME="" REUSEDSCONFIG="" RegWizCmdLine="" SKIP_DEPLOYMENT="" SUPPORTED_UPGRADES="" TOMCATDIR="C:\Program Files\Business Objects\Tomcat55\" TOMCAT_CONNECTION_PORT="28080" TOMCAT_REDIRECT_PORT="28443" TOMCAT_SHUTDOWN_PORT="28005" UNSUPPORTED_UPGRADES="" USERNAME="User Name" WCADOTNETINSTALL="" WCAJAVAINSTALL="True" WCATOMCATINSTALL="True" WDEPLOY_LATER="" WEBSERVER_CONFLICT="1" WEBSITE_HOST="LOCAL-HOST" WEBSITE_METABASE_NUMBER="" WEBSITE_PORT="80" _ServiceAccountName="Local System Account" [FEATURES] REMOVE="" ADDLOCAL="Data_Integrator_AccessServer,Data_Integrator_Serv er,Data_Integrator_JMSAdapter,Data_Integrator_Interfaces,Da ta_Integrator_SFDCAdapter,MySQL,Data_Integrator_JobServer,Da ta_Integrator_MetadataIntegrator,Data_Integrator,Data_Integra tor_R3Functions,Data_Integrator_Designer,Data_Integrator_JDEd wards,Data_Integrator_MultiUser,Data_Integrator_OraApps,Data_In tegrator_PeopleSoft,Data_Integrator_SAPBW,Data_Integra tor_SAPR3Abap,Data_Integrator_SAPR3Bapi,Data_Integra tor_SAPR3Idoc,Data_Integrator_Siebel,Data_Integrator_Client,Da ta_Integrator_Repository,Tomcat,Data_Integrator_WebTier,Data_In tegrator_ManagementConsole,Data_Integrator_Documentation" ADDSOURCE="" ADVERTISE=""

78 Data Services Technical Manuals

Data Services Installation Guide

After Installing Data Services

Starting Data Services services automatically

The Data Services service and packaged Tomcat service start automatically when the computer restarts. The Data Services service then starts Job Servers and Access Servers on the restarted computer.

You can change service startup to Manual in the Windows Services window.

Note: The Data Services Address Server service is set to Manual startup

by default, but must be started before using the Global Address Cleanse or Global Suggestion List transforms. If you do not need Global Address Cleanse or Global Suggestion List functionality, Business Objects recommends that you leave the Address Server service as Manual and do not start it.

Logging in to the Management Console

After an Access Server is running, you can configure it by using the Data Services Management Console.

From the Start menu, select Programs > BusinessObjects XI 3.0 > BusinessObjects Data Services > Data Services Management Console. Log in to Data Services Management Console using the default name (admin) and password (admin).

Related Topics

• Logging in on page 2220

• Management Console problems on page 102

Using the Repository Manager

Use the Data Services Repository Manager to check the version, to upgrade, or to create a repository after installation:

Data Services Technical Manuals 79

Data Services Installation Guide

After Installing Data Services

1. From the Start > Programs > Business Objects XI 3.0 >

BusinessObjects Data Services menu, choose Data Services Repository Manager.

2. To check the version of an existing repository, click Get version.

Related Topics

• To create or upgrade repositories on page 80

• To create or upgrade repositories in batch mode on page 81

To create or upgrade repositories

1. If you are creating a new repository, ensure that you created a database

for the new repository to use.

2. In the Data Services Repository Manager window, select the database

type of your repository.

3. Complete the information for your database type.

4. Enter the user name and password that you want to use for your

repository.

5. Select one of the following repository types:

DescriptionRepository

type

Local

Central

Profiler

GPO

6. If you are creating a new repository, click Create. If you are upgrading

an existing repository, click Upgrade.

80 Data Services Technical Manuals

(Default) Stores definitions of Data Services objects in your local repository.

Stores definitions of Data Services objects in a central repository for multiple-user users.

Stores information generated by the Data Profiler for determining the quality of your data.

Stores dictionary information for Global Parsing Options used by Data Cleanse transforms.

Data Services Installation Guide

After Installing Data Services

7. If you want to create or upgrade another repository, repeat steps 1 through

8. When you finish creating or upgrading repositories, click Close.

Note: If you created a profiler repository, you must associate it to a Job

Server and connect it to the Management Console Administrator.

Related Topics

• Connecting repositories to the Administrator on page 2322

• Using the Server Manager on page 83

• To configure Job Servers on page 85

• Repository database requirements and preparation on page 36

To create or upgrade repositories in batch mode

You can use the executable called RepoManBatch.exe (stored in the

LINK_DIR\bin directory) to create or update repositories in batch mode.

Specify parameters using a command prompt.

C:\Program Files\Business Objects\BusinessObjects Data Ser vices\bin>RepoManBatch.exe

Usage:

-U<User> : Repository login user

-P<Password> : Repository login password

-S<Server> : Repository server name

-N<DatabaseType> : Repository database type

-Q<Database> : Repository database

-g : Repository using Windows Authentication

(Microsoft SQL Server only)

-t<local> : Repository type: local, central, pro

filer, GPO

-c : Repository create

-u : Repository upgrade

-v : Repository version

-d : Show details

-a : Repository security

C:\Program Files\Business Objects\BusinessObjects Data Ser vices\bin>

For example:

RepoManBatch -Usa -P -NMicroSoft_SQL_Server -SServer -QJake c -tcentral -d

Data Services Technical Manuals 81

Data Services Installation Guide

After Installing Data Services

RepoManBatch -UJake -PJake -NOracle -Sdbsvr -v

Usage:

-S

-N

DescriptionFlag

Repository login user-U

Repository login password-P

Repository server name:

• For Microsoft SQL Server: database server name

• For Oracle: database connection name

• For DB2: data source

• For Sybase ASE: server

• For MySQL: ODBC data source name

Repository database type:

• Microsoft_SQL_Server

• DB2

• Oracle

• Sybase

• MySQL

Repository database name-Q

Repository Type: local, central, profiler, GPO-t

Create repository-c

Upgrade repository-u

Get repository version-v

Show details-d

Central repository security-a

82 Data Services Technical Manuals

Using the Server Manager

Use the Data Services Server Manager to create, edit, or delete Job Servers and Access Servers after installation:

1. From the Start menu, choose Programs > Business Objects XI 3.0 >

BusinessObjects Data Services > Data Services Server Manager.

The Data Services Server Manager utility window opens. This window shows the Job Servers and Access Servers currently configured to run on your computer.

Data Services Installation Guide

After Installing Data Services

Data Services Technical Manuals 83

Data Services Installation Guide

After Installing Data Services

2. Follow the procedures in the next sections to configure Job and Access

servers as needed.

3. In the Data Services Server Manager window, click Restart.

Related Topics

• To configure Job Servers on page 85

84 Data Services Technical Manuals

• To resynchronize Job Servers on page 87

• To configure run-time resources for Job Servers on page 88

• To configure Access Servers on page 89

• Configuring the Metadata Integrator on page 97

To configure Job Servers

1. In the Data Services Server Manager window, click Edit Job Server

Config.

2. In the Job Server Configuration Editor window, click Add to add a Job

Server.

3. In the Job Server Properties window, enter information about the Job

Server.

Job Server port

Data Services Installation Guide

After Installing Data Services

DescriptionProperty

Enter a name that uniquely identifies the Job Server.Job Server name

Enter the TCP/IP port that the Job Server uses to receive commands from the Designer and the Access Server. If a computer hosts multiple Jobs Servers, each Job Server must have a unique port number. Choose a port number for a server that is not used by another process on the computer. If you are unsure of which port number to use, use the default port number and increment it for each additional Job Server you configure.

Support Adapter and SNMP communication

Communication port

Enable SNMP

Select this check box if the Job Server manages adapters or if this Job Server will be the one to communicate with an SNMP agent. Each computer that hosts adapters and an SNMP agent must have exactly one Job Server designated to manage them.

Enter the port number that the Job Server uses for communicating with adapters or an SNMP agent. The default is 4001.

Check this to enables this Job Server to send events to the SNMP agent.

Data Services Technical Manuals 85

Data Services Installation Guide

After Installing Data Services

4. Under Associated Repositories, enter the local and profiler repositories

to associate with this Job Server. Each Job Server must be associated with at least one local repository.

a. Click Add to associate a new local or profiler repository with this Job

Server.

b. Enter the required information for your database type. c. Enter the user name and password that you want to use for your

repository.

d. Select the Default repository check box if this is the default repository

for this Job Server. You must specify exactly one default repository.

Note: Do not select the Default repository check box if this is a profiler

repository.

e. Click Apply to save your entries and associate the repository with the

Job Server.

The associated repository updates with the Job Server's computer

name and port number.

f. Repeat steps a through e until you are done adding all associated

repositories.

5. To edit an associated repository:

a. Select a repository and click Edit to change the repository's default

setting.

b. Under Repository Information, enter the password. c. Select or clear the Default repository check box, indicating whether

this is the default repository for the Job Server.

d. Click Apply to save the change.

6. To delete an associated repository:

a. Select a repository and click Delete. b. Under Repository Information, enter the password. c. Click Apply to remove this associated repository.

7. When you finish adding all associated repositories, including one default,

click OK.

8. From the Job Server Configuration Editor window, complete any other

necessary steps. You can:

• Add another Job Server

a. Click Add. b. Repeat steps 3 through 7.

86 Data Services Technical Manuals

Data Services Installation Guide

After Installing Data Services

• Change a Job Server's configuration

a. Select the Job Server. b. Click Edit. c. Repeat steps 3 through 7.

• Remove a Job Server

a. Select the Job Server. b. Click Delete.

Note: If the Job Server has associated repositories, you must first

delete those and then click OK before you can delete the Job Server.

• Resynchronize your Job Server configuration with a local repository.

Resynchronizing registers the Job Server again in all associated repositories.

9. When you have configured all the Job Servers you want, click OK.

You return to the Data Services Server Manager window.

10. Click Restart to restart the services with the updated configurations.

Related Topics

• SNMP support on page 904

• To resynchronize Job Servers on page 87

• To configure run-time resources for Job Servers on page 88

To resynchronize Job Servers

Situations when you must resynchronize the Job Server and the local repository include:

• When the Job Server information is not available or not correct in the

local repository.

• You have uninstalled Data Services and are reinstalling the same Data

Services version without creating a new local repository.

• You created a new local repository using the Repository Manager after

installing Data Services.

To resynchronize Job Servers:

1. In the Job Server Configuration Editor window, select the name of your

Job Server.

Data Services Technical Manuals 87

Data Services Installation Guide

After Installing Data Services

2. Click Resync with Repository.

3. In the Job Server Properties window, select an associated local repository.

4. Click Resync.

5. When asked whether to update this associated repository with this local

machine information, click Yes.

6. Under Repository Information, enter the local repository password.

7. Click Apply.

8. Click OK on the Job Server Properties window.

If you resynchronize your Job Server configuration with a local repository, you must reassociate this repository with the Management Console.

Related Topics

• Connecting repositories to the Administrator on page 2322

To configure run-time resources for Job Servers

1. Open the Data Services Server Manager and find the "Runtime resources

configured for this computer" section.

2. For the Specify a directory with enough disk space for pageable

cache option, you can accept the default directory

(LINK_DIR\Log\PCache) or click the ellipses button to browse to a different directory.

Note: For memory-intensive operations such as Group By, Order By,

and Detailed profiling, specify a pageable cache directory that:

• Contains enough disk space for your data. To estimate the amount of

space required for pageable cache, consider factors such as:

• Number of concurrently running jobs or data flows.

• Amount of pageable cache required for each concurrent data flow.

• Exists on a separate disk or file system from the Data Services system

and Operating system (such as the C: drive on Windows, or the root file system on UNIX).

• Limits the disk space that Data Services data flows consume. The

Data Services pageable cache uses all available disk space on the file system that contains the pageable cache directory. So, to limit the disk space that Data Services data flows consume, create a file system

88 Data Services Technical Manuals

Data Services Installation Guide

After Installing Data Services

(or partition on Windows) with a limited size. Use the new file system (partition on Windows) as the pageable cache directory.

Data Services uses this directory:

• For pageable caching, which is the default cache type for data

flows.

• When selecting a file transfer type and Automatic is specified in

the Data_Transfer transform.

3. In the "Peer-to-peer options" area, change the values for Start port and

End port to restrict the number of ports used by Data Services. The

default values for Start port and End port are 1025 and 32767, respectively.

Data Services uses these ports for peer-to-peer communications when sending data between data flows or sub data flows.

Related Topics

• To configure Access Servers on page 89

• Caching data on page 2422

• Data_Transfer on page 1257

• Using grid computing to distribute data flows execution on page 2470

To configure Access Servers

When you configure the location for an Access Server installation, Data Services creates space for the Access Server log files.

1. In the Data Services Server Manager window, click Edit Access Server

Config.

2. In the Access Server Configuration Editor window, click Add.

3. In the Access Server Properties window, enter the Access Server

configuration information.

Data Services Technical Manuals 89

Data Services Installation Guide

After Installing Data Services

Verifying that Job and Access servers are running

To verify that Job Servers are running, check in the Windows Task Manager Processes tab for:

• al_jobservice.exe (represents the Data Services service)

• al_jobserver.exe (one per Job Server)

• AL_AccessServer.exe (one per Access Server)

If you do not see all the processes expected, check for error messages in the Job Server event log in LINK_DIR/log/JobServer

name/server_eventlog.txt.

• Access Server logs are in AccessServerPathName/er

ror_mm_dd_yyyy.log

Using the License Manager

License Manager is a Business Objects application that lets you manage your product activation keycodes—the alphanumeric codes that are referred to each time that you run certain Business Objects products. By using the License Manager application, you can view, add, and remove product activation keycodes for Business Objects products (such as BusinessObjects Data Services) that require them.

Note: License Manager accesses keycodes on the local system only; you

cannot access the keycodes from a remote system. When updating keycodes, make the changes on all Data Services computers by launching License Manager on each computer, including Designer and Job Server computers.

To start License Manager

You can run License Manager after the Data Services installation has completed. You can either locate where it’s installed or access it through the Start menu.

• From the Start menu, choose Programs > BusinessObjects XI 3.0 >

BusinessObjects Data Services > Data Services License Manager.

Data Services Technical Manuals 91

Data Services Installation Guide

After Installing Data Services

To view product activation keycodes

1. Start License Manager.

When you click the shortcut on the Start menu, the License Manager window displays your key code(s) sorted alphabetically.

2. Select a licensed product or feature in the Registered Keycodes tree to

view detailed information:

• Product or feature keycode

• Whether the keycode is a trial version

• Whether the keycode is expired

• Number of days remaining until the keycode expires

Related Topics

• To start License Manager on page 91

To add a product activation keycode

1. Start License Manager.

2. In the Product Activation Keycodes text box, type the keycode(s) that

you want to add (each keycode must be on a separate line) and click

Add.

3. When you have added your keycode(s), close the License Manager.

4. To make sure the new keycode(s) take effect, restart your application.

Related Topics

• To start License Manager on page 91

To remove a product activation keycode

1. Start License Manager.

2. In the Registered Keycodes tree, select the keycode(s) that you want

to remove and click Remove.

3. When you have removed your keycode(s), close the License Manager.

4. Restart your application.

92 Data Services Technical Manuals

Data Services Installation Guide

After Installing Data Services

Related Topics

• To start License Manager on page 91

To use License Manager from the command line

License Manager includes a command-line mode that you can use if you don't want to use the graphical interface, or need to script License Manager operations.

Syntax

LicenseManager [-v | -a keycode | -r keycode [registry_loca tion]]

DescriptionParameter

Displays the product activation keycodes stored in the registry in a format similar to the License Manager graphical interface. For example:

------ Registered Keycodes ------

-v or --view

EIM Titan

Suite 12.0

Data Services XI 3.0 Premium

Keycode: 00000-0000000-0000000-0000 Trial Option: Yes Expired: No Days Remaining: 54

-a or --add keycode

Adds the specified license keycode to the registry, and displays the keycodes stored in the registry in a format similar to the License Manager graphical interface. Returns status messages for the following conditions:

• An internal error occurred.

• Successfully added the keycode.

• Successfully added the keycode and replaced a

trial version.

• Keycode not added because it is invalid.

• Keycode not added because it is a duplicate.

Data Services Technical Manuals 93

Data Services Installation Guide

After Installing Data Services

DescriptionParameter

Removes the specified product activation keycode from the registry, and displays the keycodes stored in the registry in a format similar to the License Manager graphical interface. If registry_location is speci-

-r or --remove key

code [registry_loca tion]

fied, the removal is restricted to that registry node. Returns status messages for the following conditions:

• An internal error occurred.

• Removed one keycode from the registry.

• Removed multiple keycodes from the registry.

• Keycode not removed because it is invalid.

• Keycode not removed because it was not found.

Installing and configuring the Metadata Integrator

The Metadata Integrator reads through Crystal Reports, Business View, Universe, Desktop Intelligence document, and Web Intelligence document definitions on a Central Management Server (CMS) to find the tables and columns used by the reports, views, and documents. The Metadata Integrator stores the information in Data Services repository for impact analysis and lineage analysis. You can install the Metadata Integrator on multiple CMS systems and store the report information in one Data Services repository.

Related Topics

• Installing Metadata Integrator on page 94

• Metadata Integrator installation tips and troubleshooting on page 95

• Configuring the Metadata Integrator on page 97

Installing Metadata Integrator

You can install the Metadata Integrator on multiple CMS systems and store the report information in one Data Services repository.

94 Data Services Technical Manuals

Metadata Integrator has the following prerequisites:

• Runs on Windows only

• Must have the BusinessObjects Enterprise client installed

Installing on the same computer as Data Services

Metadata Integrator can be installed with the Data Services Server Components. However, if no Central Management Server (CMS) exists on the same computer as Data Services, the Metadata Integrator configuration screens do not appear during installation.

You have the option to configure the Metadata Integrator during Data Services installation, or you can defer configuration.

Related Topics

• To configure the Metadata Integrator on page 97

Installing on a different computer than Data Services

In many cases, your Central Management Server resides on a separate computer than Data Services.

Data Services Installation Guide

After Installing Data Services

Perform a standard installation of Data Services, but choose only Metadata Integrator in the feature selection screen.

Related Topics

• Standard installation overview on page 44

• To configure the Metadata Integrator on page 97

Metadata Integrator installation tips and troubleshooting

Below are several Metadata Integrator installation tips and problems that you can troubleshoot:

Configuration fails during installation

If the CMS is unavailable during the Metadata Integrator installation, or if the CMS version has changed since installation, the Metadata Integrator will not run successfully. Is these cases, the Metadata Integrator will report an error such as the following when launched:

java.lang.NoClassDefFoundError: com/crystaldecisions/sdk/exception/SDKException

Data Services Technical Manuals 95

Data Services Installation Guide

After Installing Data Services

at com.acta.crystalrepo.config.crConfigFrame.setupWizardPages(cr ConfigFrame.java:84) at com.acta.crystalrepo.config.crConfigFrame.run(crCon figFrame.java:73) at com.acta.crystalrepo.config.crConfigLaunch.main(crCon figLaunch.java:68)Exception in thread "main"

To reconfigure the Metadata Integrator environment

1. In LINK_DIR/ext/cmsCollector, run cmsSetEnv.cmd to reset all

command files to point to the installed version of CMS.

2. Run cmsConfig.cmd to update any configured Metadata Integrators to

point to the installed version of CMS.

Changing Data Services repository connection information

• To change the Data Services repository connection information supplied

during configuration, run the configuration utility:

LINK_DIR/ext/cmsCollector/cmsConfig.cmd

Metadata Collector fails to start with java version error

If the Metadata collector indicates the run has failed, click the run instance to view the error log. If the error indicates the java run-time environment cannot be found or is the wrong version, you must define the JAVA_HOME environment variable.

To define the JAVA_HOME environment variable, add the environment variable and reboot your machine for it to take effect. Java 1.3.1 or higher is required. JAVA_HOME must be set to the java run-time root directory. For example:

JAVA_HOME=C:\Program Files\Java\j2re1.4.2_03

Metadata Collector fails to start

If the Metadata collector indicates the run has failed, click the run instance to view the error log. The error indicates you do not have the permission to run the program.

Press the Process tab and select Logon to determine the user name and password used to run the collector. To check the permissions, press the Rights tab to see what permissions are set. If you do not have permission to run programs, check with your Business Objects administrator to get the correct permission.

96 Data Services Technical Manuals

Data Services Installation Guide

Metadata Integrator runs but report information is missing

From the Central Management Console, click the run instance for the Metadata Integrator even though it says the run was successful. The collector will only be in a failed state if the CMS is unable to start the program. There is no mechanism to get run-time errors listed as a failed run. The work around is to look at successful runs to see if any errors are reported.

Configuring the Metadata Integrator

Invoke the Metadata Integration Configuration window with one of the following actions:

• During Data Services installation on the computer where the

BusinessObjects Enterprise CMS resides, click Configure on the Metadata Integrator Manager window.

• During installation for the Metadata Integrator when the CMS is installed

on a different computer than Data Services, click Configure on the Metadata Integrator Manager window.

• If you deferred the configuration or you want to modify the configuration,

use the Start > Programs > Business Objects XI 3.0 > BusinessObjects Data Services > Data Services Metadata Integrator option. This Start menu option exists when you install either Data Services or the Data Services Metadata Integrator.

After Installing Data Services

Related Topics

• Installing on a different computer than Data Services on page 95

To configure the Metadata Integrator

1. When the Metadata Integrator Configuration window displays, choose

one of the following options:

a. To add a new Metadata Integrator, select the Add Metadata Integrator

option and click Next.

Configure multiple Metadata Integrators when you have multiple CMS servers. For example, one CMS server might manage your Crystal Reports, and a different CMS server manages your Business Objects Documents (Desktop Intelligence or Web Intelligence).

b. To change an existing Metadata Integrator, select the Edit Metadata

Integrator option, select the name of the Metadata Integrator in the drop-down list, and click Next.

Data Services Technical Manuals 97

Data Services Installation Guide

After Installing Data Services

2. On the Business Objects Enterprise window, enter the following CMS

c. To delete a Metadata Integrator, select the name of the Metadata

Integrator in the drop-down list, select the Delete option, and click Next.

connection information. Consult your Business Objects administrator if you need assistance with these values.

DescriptionOption

Name for this Metadata Integrator configuration. The default name is "Metadata Integra-

Configuration Name

tor" followed by a sequential number. For example:

Metadata Integrator 2

CMS Server Name

CMS User Name

CMS Password

CMS Authentication Mode

Host name of the Central Management Server (CMS) server.

The user name to connect to the CMS server to register and execute the Metadata Integrator. If you want a different user to execute the Metadata Integrator, use the Central Management Console to change the rights for the user. See the BusinessObjects Enterprise Administrator's Guide for details.

The password to connect to the CMS server to register and execute the Metadata Integrator.

The CMS authentication mode. See the

Business Objects Enterprise Administrator's Guide for available modes.

98 Data Services Technical Manuals

Data Services Installation Guide

After Installing Data Services

DescriptionOption

The folder in which the CMS system adds the Metadata Integrator as a program object. This

CMS Folder Name

3. Click Next.

4. On the "Metadata Repository" window, enter the following information to

connect to the Data Services repository. Consult your database administrator if you need assistance with these values.

folder is only visible in the Business Objects Central Management Console. The default value is Data Services (the wizard creates this folder if it does not exist).

DescriptionOption

Database type

Computer Name

Database Port

The database type of the Data Services repository. The available database types are:

• DB2

• Microsoft SQL Server

• Oracle

• Sybase ASE

• MySQL

Host name on which the Data Services repository resides.

Port number that the Central Management Server (CMS) uses to connect to the Data Services repository.

Data Services Technical Manuals 99

Data Services Installation Guide

After Installing Data Services

DescriptionOption

Service Name/SID

Database name

Datasource

Database Name

Connection String

Database Port and Server

User name

Password

5. (Optional) Click Test to check the connection to the metadata repository.

6. Click Next.

The status window for Metadata Integrator Configuration displays.

7. Click Finish.

This field requires additional information based on the Database type you select.

The login name to connect to the Data Services repository.

The login password to connect to the repository.

Connecting the Data Profiler

The Data Profiler installs automatically when you install Data Services. To use the Data Profiler, perform the following steps:

1. Define a profiler repository in which the Data Profiler will store the

generated profile data.

2. Associate the profiler repository with a Job Server on which the profiler

tasks will run.

100 Data Services Technical Manuals

Business objects DATA SERVICES XI 3.0 RELEASE NOTES 03-2008 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Data Services Installation Guide

Preparing to Install Data Services

Pre-installation overview

System requirements

Network requirements

User permissions for installing Data Services

Choose components and determine component distribution

Create a database for each repository

Check port assignments

Check network connections

Create a Windows cluster

Repository database requirements and preparation

Installing MySQL as the repository database

To set up a database account for BusinessObjects Data Services

Setting up an empty database for the repository

DB2 database setup requirements

Microsoft SQL Server database setup requirements

MySQL database setup requirements

Oracle database setup requirements

Sybase database setup requirements

To prepare your database

Installation scenarios

Standard installation overview

To perform a standard installation

Silent installation overview

Standard Installation of Data Services

Beginning your installation

To accept the license agreement

To enter user information and a product keycode

To specify the installation location

To select which features to install

To select a repository

To configure a MySQL database server

To configure an existing database server

To configure a Job Server

To specify login information

To configure an Access Server

To configure Metadata Integrator

To specify Metadata Integrator configuration details

To specify Metadata Integrator SSL details

To select a web application server configuration option

To configure your Tomcat application server

To configure an existing Web application server

Silent Installation of Data Services

To start the installation

Silent installation

Silent install parameters

Custom install options for silent installation

Silent/scripted installation .ini file

Sample installation script file

After Installing Data Services

Starting Data Services services automatically

Logging in to the Management Console

Using the Repository Manager

To create or upgrade repositories

To create or upgrade repositories in batch mode

Using the Server Manager

To configure Job Servers

To resynchronize Job Servers

To configure run-time resources for Job Servers

To configure Access Servers

Verifying that Job and Access servers are running

Using the License Manager

To start License Manager

To view product activation keycodes

To add a product activation keycode

To remove a product activation keycode

To use License Manager from the command line

Installing and configuring the Metadata Integrator

Installing Metadata Integrator

Installing on the same computer as Data Services

Installing on a different computer than Data Services

Metadata Integrator installation tips and troubleshooting

Configuration fails during installation

To reconfigure the Metadata Integrator environment