Business objects MEDATA MANAGEMENT XI 3.0 User Manual

BusinessObjects Metadata Management User's Guide
BusinessObjects Metadata Management XI 3.0 (12.0.0)
Copyright
© 2008 Business Objects, an SAP company. All rights reserved. Please refer to the user guide for a list of Business Objects’ patents. Business Objects and its logos, BusinessObjects, Business Process On Demand, BusinessQuery, Crystal Applications, Crystal Enterprise, Crystal Reports, Crystal Vision, Desktop Intelligence, Inxight and its logos, Star Tree, Table Lens, ThingFinder, Timewall, Let There Be Light, Metify, NSite, Rapid Marts, RapidMarts, Voyager, Web Intelligence, and Xcelsius are trademarks or registered trademarks in the United States and/or other countries of Business Objects and/or affiliated companies. SAP is the trademark or registered trademark of SAP AG in Germany and in several other countries. 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
2008-08-11

Contents

Introduction 11Chapter 1
About this guide.........................................................................................12
BusinessObjects Metadata Management overview...................................12
Metadata Management product benefits...................................................14
Metadata Management product documentation........................................15
Metadata Management Architecture 17Chapter 2
Architecture overview................................................................................18
Metadata Management on BusinessObjects Enterprise components.......25
Deployment 27Chapter 3
Deployment................................................................................................28
Central Management System repository objects for Metadata
Management........................................................................................20
Web Application Server........................................................................21
Metadata Integrators............................................................................23
Metadata Management Search Server................................................24
Planning your Metadata Management deployment..............................28
Deployment guidelines.........................................................................29
Prerequisites for each Metadata Management component.................30
Deployment scenarios..........................................................................31
Installation for Windows 37Chapter 4
Preparing to install Metadata Management...............................................38
Pre-installation overview......................................................................38
Repository database requirements and preparation............................44
BusinessObjects Metadata Management User's Guide 3
Contents
Installation scenarios............................................................................46
License keys.........................................................................................46
Standard installation of Metadata Management........................................47
To begin running the installation program............................................47
To accept the license agreement.........................................................48
To enter user information and a product key code...............................48
To specify the CMS log on information.................................................49
To select components to install............................................................50
To configure your Metadata Management repository...........................52
To configure your existing Web application server...............................52
To start the installation..........................................................................53
Silent installation........................................................................................54
To create a response file......................................................................54
To start the silent installation................................................................55
Silent install parameters.......................................................................56
Migration....................................................................................................57
Objects that migrate.............................................................................58
To migrate a repository.........................................................................58
Remote Job Server Installation.................................................................61
Installing a Remote Job Server............................................................62
Renaming File Repository Servers......................................................63
Modifying the configuration of a Remote Job Service..........................64
After installing Metadata Management......................................................66
Verifying Metadata Management servers are running.........................66
Updating the license key......................................................................67
Uninstalling Metadata Management..........................................................68
Installation for UNIX 69Chapter 5
Preparing to install Metadata Management...............................................70
Pre-installation overview......................................................................70
Repository database requirements and preparation............................76
4 BusinessObjects Metadata Management User's Guide
Contents
Installation scenarios............................................................................78
License keys.........................................................................................78
Standard installation of Metadata Management on UNIX.........................79
To begin running the installation program............................................79
To accept the license agreement.........................................................80
To specify the installation directory.......................................................80
To enter product key code....................................................................80
To specify the CMS log on information.................................................81
To select components to install............................................................82
To configure your Metadata Management repository...........................83
To configure your existing Web application server...............................84
To start the installation..........................................................................84
Migration....................................................................................................85
Objects that migrate.............................................................................85
To migrate a repository.........................................................................86
Updating the license key............................................................................88
Uninstalling Metadata Management on UNIX...........................................89
Metadata Management Administration 91Chapter 6
Metadata Management administration......................................................92
Accessing Metadata Management for administrative tasks.................93
Managing Metadata Management servers...........................................94
Managing security in Metadata Management......................................96
Configuring sources for Metadata Integrators....................................107
Managing integrator sources and instances......................................125
Running a Metadata Integrator..........................................................130
Viewing integrator run progress and history ......................................142
Grouping Metadata Integrator sources..............................................144
Managing Metadata Management utilities.........................................146
Viewing and editing repository information.........................................156
BusinessObjects Metadata Management User's Guide 5
Contents
Metadata Management Explorer 157Chapter 7
Metadata Management Explorer.............................................................158
Accessing Metadata Management Explorer......................................159
Metadata Management Explorer user interface.................................160
Viewing objects in the Metadata Management Explorer.........................161
Directory home page..........................................................................161
Navigating metadata .........................................................................163
Searching for objects...............................................................................164
Search scope.....................................................................................165
Search string parameters ..................................................................165
Advanced search................................................................................166
Search results ...................................................................................168
Viewing custom reports...........................................................................169
Defining custom reports...........................................................................170
Metadata Management Views to query for your Crystal Reports.......171
Typical usage scenarios.....................................................................173
Enabling your reports in Metadata Management Explorer ................173
Viewing relationships between objects....................................................175
Viewing impact and lineage of objects...............................................177
Options to view relationships..............................................................177
Adding annotations for user notes...........................................................183
Adding annotations ............................................................................183
Editing annotations ............................................................................184
Custom attributes.....................................................................................185
Creating custom attributes.................................................................186
Entering values for custom attributes.................................................190
Metadata Management Metapedia..........................................................193
Understanding terms and categories.................................................195
Data Steward and security.................................................................196
Working with Metapedia terms and categories..................................196
6 BusinessObjects Metadata Management User's Guide
Contents
Custom attributes in Metapedia..........................................................204
Metapedia search...............................................................................204
Object association and quick search..................................................206
Exporting relational objects......................................................................208
Selecting objects to export ................................................................211
Exporting objects to a general-purpose CWM XML file ....................212
Exporting objects to create a universe...............................................216
User-defined relationships between objects............................................222
Establishing user-defined relationships between objects...................223
Removing a user-defined relationship................................................227
Changing preferences for relationships...................................................227
Recognizing the same object in multiple source systems .................228
Setting impact and lineage preferences.............................................229
Setting object equivalency rules for Same As relationships ..............230
Business Intelligence Metadata 233Chapter 8
Exploring Business Intelligence metadata...............................................234
Navigating Business Intelligence metadata.............................................235
BusinessObjects Enterprise objects...................................................236
Exploring the universe metadata object.............................................240
Exploring an instance of a universe ..................................................240
Exploring the report metadata object.................................................242
Exploring Users..................................................................................244
Exploring Groups ...............................................................................245
Viewing relationships for universe objects and reports...........................246
Viewing relationships for universe objects and reports......................248
Impact analysis for a universe object.................................................251
Lineage analysis for universe object..................................................251
Lineage analysis for a report..............................................................254
Viewing relationships of users and groups..............................................257
Finding user privileges to reports and universes................................257
BusinessObjects Metadata Management User's Guide 7
Contents
Finding group privileges to reports and universes.............................259
Impact analysis for users and groups ...............................................260
Privileges and object rights for users and groups..............................263
Data Modeling Metadata 265Chapter 9
Exploring Data Modeling metadata ........................................................266
Navigating data modeling metadata .......................................................267
Exploring CWM objects .....................................................................269
Exploring an instance of a modeling object .......................................271
Viewing relationships of CWM objects.....................................................271
Same As relationships........................................................................272
Impact analysis for a table..................................................................272
Lineage analysis ................................................................................273
Data Services Metadata 275Chapter 10
Exploring Data Services Metadata..........................................................276
Navigating Data Integration Metadata.....................................................277
BusinessObjects Data Services objects.............................................278
Exploring Data Services sources metadata.......................................281
Exploring Data Services objects .......................................................283
Exploring data flow metadata.............................................................283
Exploring an instance of a data flow..................................................284
Exploring datastore metadata............................................................286
Exploring a table instance..................................................................287
Exploring a column instance..............................................................288
Viewing Data Services object relationships.............................................288
Viewing Same As relationships..........................................................291
Viewing impact and lineage of tables.................................................291
Viewing column mappings for tables..................................................295
Viewing impact and lineage of columns.............................................295
8 BusinessObjects Metadata Management User's Guide
Contents
Data Federator Metadata 299Chapter 11
Data Federator Metadata Integrator overview.........................................300
Exploring Data Federator Metadata........................................................300
Data Federator objects............................................................................301
Data Federator object relationships...................................................303
Navigating Data Federator Metadata......................................................304
Exploring Data Federator sources metadata.....................................305
Exploring deployed versions metadata..............................................307
Exploring catalog metadata................................................................307
Exploring datasource tables...............................................................308
Exploring target tables metadata ......................................................308
Exploring a target table instance........................................................309
Exploring a column instance..............................................................312
Viewing Data Federator object relationships...........................................312
Relationship tabs on Metdata Management Explorer........................313
Setting object equivalency rules for Data Federator .........................315
Viewing Same As relationships..........................................................315
Viewing impact and lineage of tables.................................................316
Viewing impact and lineage of columns.............................................318
Relational Database Metadata 323Chapter 12
Exploring Relational Database metadata ...............................................324
Navigating relational database metadata ...............................................325
Relational Database objects ..............................................................326
Exploring a table.................................................................................330
Exploring an instance of a column.....................................................330
Exploring an instance of a view..........................................................331
Viewing relationships in a database source............................................332
Viewing synonyms and alias relationships.........................................332
BusinessObjects Metadata Management User's Guide 9
Contents
Viewing primary key and foreign key relationships............................334
Viewing impact and lineage ...............................................................335
Index 341
10 BusinessObjects Metadata Management User's Guide

Introduction

1
Introduction
1

About this guide

About this guide
This guide describes the purpose, installation, configuration, and usage of BusinessObjects™ Metadata Management.
The expected audience for this technical information include:
Administrators who install and configure BusinessObjects Metadata
Management and its components.
Application developers, business report designers, consultants, and
database administrators who perform any of the following tasks:
Browse and search metadata to determine relationships and analyze
the impact of changes to source data.
Define and maintain Business Intelligence reports.
Extract data, build and maintain data warehouses, or integrate data
from multiple sources.
Define, organize, and maintain business terms.

BusinessObjects Metadata Management overview

BusinessObjects Metadata Management is a Web-based application that provides an integrated view of metadata and their relationships across all of the products used in a Business Intelligence project.
Metadata is definitional data that provides information about data managed within an application or system. Metadata includes the following information:
Attributes such as name, size, data type
Structures such as length, fields, columns
Properties such as where it is located, how it is associated, ownership
Descriptive information about the context, quality and condition, or
characteristics of the data
As the following diagram illustrates, Metadata Management collects and unifies metadata from data sources such as:
12 BusinessObjects Metadata Management User's Guide
Introduction
BusinessObjects Metadata Management overview
Business Intelligence (BI) systems
Databases
Data Integration technologies, such as Data Integrator and Data Federator
Modeling utilities
1
You can enrich the collected metadata with the following information, which you can use to search for objects and perform analysis on the resulting objects.
Annotations–You can add user notes to any object.
Custom attributes–You can define custom attributes to do tasks such as
assign a data steward to objects and tag objects as containing sensitive information.
Metapedia terms and categories–You can implement a business glossary
of terms related to your business data and organize the terms hierarchically.
You can export relational objects from the Metadata Management repository to a Common Warehouse Modeling (CWM) XML file. You can then import the CWM XML file into BusinessObjects Enterprise to create a universe.
BusinessObjects Metadata Management User's Guide 13
Introduction
1

Metadata Management product benefits

Metadata Management product benefits
With BusinessObjects Metadata Management, you can do the following:
View all metadata associated with your Business Intelligence systems,
database sources, data integration systems, and modeling utilities.
Analyze lineage to understand where the data came from and what
sources provide data for your Business Intelligence reports.
Analyze the impact of changing a source table, column, or report field on
your Business Intelligence reports.
Detect and analyze relationships (such as Is Same As, Is Related To)
across metadata sources.
Define standard business terms in a business glossary, relate business
terms to objects, and search for metadata objects using familiar business terms.
Analyze the metadata to determine usage of objects by other objects,
such as how many reports are based on this universe or what tables are in this universe.
These capabilities provide the following benefits:
Lower your total cost of ownership (TCO) because you can do the
following:
Track usage of data and reports
For example, you can determine which data in your data warehouse is never used in your Business Intelligence reports or which reports are never viewed by users.
Manage change
For example, you can determine which Business Intelligence reports would be affected if you modified your source tables and you can identify the users of the affected reports.
Determine the source of the data in your documents and reports.
For example, you can determine the source of any number in any report.
Determine what Business Intelligence information a user can access.
For example, you can determine what privileges a user or user group has for accessing reports or data universes.
14 BusinessObjects Metadata Management User's Guide

Metadata Management product documentation

Enable the discovery, common understanding, and consistent
implementation of business concepts through Metapedia, bridging the gap of understanding between an organization's business users and IT staff.
Understand your entire Business Intelligence project because you can
view the relationships (such as impact and lineage) of all metadata objects from your data integration system to your relational databases to your Business Intelligence reports.
Metadata Management product documentation
Your product CD provides the Metadata Management documentation in PDF format. You can read PDF files using the latest version of Adobe Acrobat Reader (download instructions at the Adobe website
http://www.adobe.com/products/acrobat/readstep2.html).
To view these documents after you install Metadata Management, go to the Start menu, select Programs > BusinessObjects Metadata Management > Metadata Management Documentation, and choose:
User's Guide–Opens this document, which describes the purpose,
installation, configuration, and usage of Metadata Management.
Introduction
1
Release Notes–Opens the Release Notes PDF document, which includes
supported configurations and known problems in the associated Metadata Management release.
Release Summary–Opens the Release Summary PDFdocument, which
includes a discription of features in this Metadata Management release.
Obtain other relevant documents by visiting the Business Objects Customer Support documentation page at http://support.businessobjects.com/documen
tation/.
BusinessObjects Metadata Management User's Guide 15
Introduction
Metadata Management product documentation
1
16 BusinessObjects Metadata Management User's Guide

Metadata Management Architecture

2
Metadata Management Architecture
2

Architecture overview

BusinessObjects Metadata Management runs on the BusinessObjects Enterprise platform which is designed for high performance across a broad spectrum of user and deployment scenarios. You can offload processor intensive scheduling and processing to dedicated servers to improve performance. The architecture is designed to meet the needs of virtually any business intelligence (BI) deployment.
This section describes how the components of BusinessObjects Metadata Management fit into the overall platform architecture and individual services and components that make up BusinessObjects Enterprise. This information will help administrators understand how to plan the deployment, management, and maintenance of Metadata Management.
Related Topics
Architecture overview on page 18
Metadata Management on BusinessObjects Enterprise components on
page 25
Architecture overview
The following diagram shows the BusinessObjects Enterprise (BOE) components that BusinessObjects Metadata Management (BOMM) uses.
18 BusinessObjects Metadata Management User's Guide
Metadata Management Architecture
Architecture overview
2
The following table shows each BusinessObjects Metadata Management component and which BusinessObjects Enterprise component it runs on.
BusinessObjects Metadata Management component
Administration and Explorer appli­cations
Metadata Management CMS Re­spository Objects
Metadata Integrators and utilities
BusinessObjects Metadata Management User's Guide 19
BusinessObjects Enterprise component on which it runs
BusinessObjects Enterprise Platform Appli­cation Server
Central Management System (CMS)
Metadata Management Job Server (Adap­tive Job Server)
Adaptive Processing ServerSearch Server
Metadata Management Architecture
2
Architecture overview
Related Topics
Web Application Server on page 21
Central Management System repository objects for Metadata Management
on page 20
Metadata Integrators on page 23
Metadata Management Search Server on page 24

Central Management System repository objects for Metadata Management

The Central Management System (CMS) stores information that describes the Metadata Management application and the operations of the servers that Metadata Management uses for processing. CMS uses these repository objects to manage BusinessObjects Enterprise, including the following tasks for Metadata Management:
Managing security
The CMS manages security information, such as user accounts, group memberships, and object rights that define user and group privileges to access the different features of Metadata Management.
Managing servers
When you define multiple Job Servers to run metadata integrators, the CMS monitors these server and distributes the work processes among them. The CMS handles load balancing and automated clustering to avoid bottlenecks and maximize hardware efficiency.
For more information about CMS, refer to the BusinessObjects Enterprise Administrator's Guide.
Related Topics
section "Metadata Management Architecture"
Managing security in Metadata Management on page 96
20 BusinessObjects Metadata Management User's Guide

Web Application Server

Metadata Management requires a Java or Servlet web application server to process the server-side scripts that make up web applications that:
you use to perform Metadata Management administrative tasks on the
Central Management Console (CMC).
comprise the Metadata Management Explorer through which you can
view and analyze relationships such as impact and lineage.
The web application servers that Metadata Management can use include the following:
Apache Tomcat
WebSphere
WebLogic
Oracle Application Server
Note:
For specific version compatibility, refer to the BusinessObjects Metadata Management supported platform document guide online on our support web site: http://support.businessobjects.com/documentation/supported_platforms.
Metadata Management Architecture
Architecture overview
2
Related Topics
Metadata Management administration on page 21
Metadata Management Explorer on page 22
Metadata Management administration
You use the Central Management Console (CMC) to perform Metadata Management administrative tasks such as the following:
Configure and run metadata integrators
Define source groups to subset the metadata when viewing relationships
such as Same As, Impact, and Lineage
Administer security for the Metadata Management Explorer, Metapedia,
metadata integrators, and source groups
Run Metadata Management utilities
BusinessObjects Metadata Management User's Guide 21
Metadata Management Architecture
2
Architecture overview
Related Topics
Metadata Management administration on page 92
Metadata Management Explorer
The Metadata Management Explorer is a web-based interface through which you can:
View the metadata from the different sources in an organized and easy
to understand way.
Search for objects without the need to know the source or application in
which it exists.
Define Metapedia terms related to your business data and organize the
terms into categories.
Add annotations to an object.
Define custom attributes and values for an objects.
Run pre-defined reports that answer typical business questions such as
"Which Universe objects are not used in my reports?" or "Which reports are using my tables?"
View relationships between objects, reports and documents that you
create with BusinessObjects Business Intelligence products. Relationships include the following:
Same As - Allows you to determine if an object in one source is the
same as an object in another source.
Related To - Allows you to determine if an object in one source is
related to an object in another source.
View impact and lineage of objects within the same source or within
different sources.
Impact analysis - Allows you to identify which objects will be affected
if you change or remove other connected objects.
Lineage analysis - Allows you to trace back from a target object to the
source object.
Create user-defined relationships for objects.
Related Topics
Metadata Management Explorer on page 157
22 BusinessObjects Metadata Management User's Guide

Metadata Integrators

Metadata integrators are programs that:
Collect metadata from source systems and store the collected metadata
into the Metadata Management Repository.
Can be scheduled to run at regular intervals.
Updates the existing metadata.
Can run on one job server or multiple job servers for load balancing and
availability.
Each runs as a separate process.
Metadata Management provides the following metadata integrators:
BusinessObjects Enterprise Metadata Integrator
Collects metadata about objects such as universes, Crystal Reports, Web Intelligence documents, and Desktop Intelligence documents.
Common Warehouse Model (CWM) Metadata Integrator
Metadata Management Architecture
Architecture overview
2
Collects metadata about objects such as catalogs, schemas, and tables from the CWM Relational Package.
BusinessObjects Data Federator Metadata Integrator
Collects metadata about objects such as projects, catalogs, datasources, and mapping rules from a Data Federator repository.
BusinessObjects Data Services Metadata Integrator
Collects metadata about objects such as source tables, target tables, and column mappings from a Data Services repository.
Meta Integration Metadata Bridge (MIMB) Metadata Integrator
This metadata integrator is also known as MITI Integrator. It collects metadata from other third-party sources such as the following:
Data Modeling metadata such as Sybase Power Designer,
Embarcadero ER/Studio, and Oracle Designer
Extract, Transform, and Load (ETL) metadata such as Oracle
Warehouse Builder, SAS ETL Studio, and Microsoft SQL Server Integration Services (SSIS)
OLAP and BI metadata such as IBM DB2 Cube Views, Oracle OLAP,
and Cognos BI Reporting
BusinessObjects Metadata Management User's Guide 23
Metadata Management Architecture
2
Architecture overview
For a description of the objects collected by the MIMB Integrator, see the MIMB documentation at http://www.metaintegration.net/Prod
ucts/MIMB/Documentation/.
Relational databases Metadata Integrator
Collects metadata from relational database management systems (RDBMS) which can be DB2, MySQL, Oracle, SQL Server, Java Database Connectivity (JDBC), or a BusinessObjects Universe connection. Collected metadata includes the definition of objects such as tables, view, synonyms, and aliases.
You can also obtain third-party metadata integrators for other data sources. For more information about third-party metadata integrators, contact your Business Objects sales representative. You can obtain Business Objects contact information at http://www.businessobjects.com/company/con
tact_us/default.asp.
Related Topics
BusinessObjects Enterprise objects on page 236
Exploring Data Modeling metadata on page 266
Data Federator objects on page 301
BusinessObjects Data Services objects on page 278
http://www.metaintegration.net/Products/MIMB/SupportedTools.html
Exploring Relational Database metadata on page 324
Deployment scenarios on page 31

Metadata Management Search Server

The Search Server allows you to find an object that exists in any source while viewing metadata on the Metadata Management Explorer. The Search Server uses the Lucene Search Engine.
The Search Server runs on an Adaptive Processing Server of BusinessObjects Enterprise. You can deploy multiple search servers for load balancing and availability.
The Search Server constructs the search index during the execution of the Metadata Integrators, and the File Repository Server stores the compressed search index. The Search Server also updates the search index for changes to Metapedia terms and categories, custom attributes, and annotations. If
24 BusinessObjects Metadata Management User's Guide
Metadata Management Architecture

Metadata Management on BusinessObjects Enterprise components

the Search Server is not available during the construction and update processes, the search might return incorrect results. For these situations, Metadata Management provides a utility to reconstruct the search index. For details, see Recreating search indexes on page 152.
Related Topics
"Metadata Management Architecture"
Deployment scenarios on page 31
Metadata Management on BusinessObjects Enterprise components
The following table describes how Metadata Management uses each pertinent BusinessObjects Enterprise component .
2
BusinessObjects Enter­prise component
BOE Application Server
Central Management Console (CMC)
How Metadata Management uses component
Deploys the Metadata Management application which consists of:
Metadata Management on CMC
Metadata Management Explorer
Manages the following for Metadata Management:
Metadata Management servers
Metadata integrator source configurations
Source group configurations
Metadata Management utilities
Security (authentication and authorization)
BusinessObjects Metadata Management User's Guide 25
Metadata Management Architecture
2
Metadata Management on BusinessObjects Enterprise components
BusinessObjects Enter­prise component
Central Management Server (CMS)
Metadata Management Job Server
Adaptive Processing Server
How Metadata Management uses component
Responsible for maintaining a database of informa­tion about your BusinessObjects Enterprise system. The data stored by the CMS includes information about users and groups, security levels, BusinessOb­jects Enterprise content, and servers. For more infor­mation about the CMS, see BusinessObjects Enter- prise Administrator's Guide.
When you create a configuration for a metadata integrator source, Metadata Management stores the configuration in CMS.
Launches the scheduled execution of a metadata integrator or a Metadata Management utility.
When you install Metadata Management on an Adaptive Job Server, you also install metadata integrator types for sources installed in CMS.
Runs the Metadata Management Search Service and the Test Connection Service for integrator sources.
Stores files associated with the execution of a
File Repository Server
26 BusinessObjects Metadata Management User's Guide
metadata integrator or a search. These files include the metadata integrator definitions, history logs, and search indexes.

Deployment

3

Deployment

3
Deployment
Deployment
To provide flexibility, reliability, and scalability, you can install the components that make up BusinessObjects Enterprise on one or many machines. You can also install the components of Metadata Management on one or many machines to take advantage of the same benefits.
Server processes can be "vertically scaled" (where one computer runs several, or all, server-side processes) to reduce cost, or "horizontally scaled" (where server processes are distributed between two or more networked machines) to improve performance. You can also run duplicate instances of a server process on the same machine, or across several networked machines.
For example with Metadata Management, you can install multiple Adaptive Job Servers to run Metadata Integrators on separate computers to distribute the workload and improve performance. You can also install the Search Server on an Adaptive Processing Server on a different computer from the Adaptive Job Servers. For sample deployments, see Deployment scenarios on page 31.
Related Topics
Planning your Metadata Management deployment on page 28
Deployment guidelines on page 29
Deployment scenarios on page 31

Planning your Metadata Management deployment

This section provides guidelines for assessing your organization's needs and suggestions for deployment scenarios. By evaluating your needs before you deploy your Metadata Management system, you can keep troubleshooting to a minimum.
The section includes examples and suggestions for deployment, but it is important to note that each deployment is unique. The flexibility of the BusinessObjects Enterprise service-based architecture allows you to tailor the deployment to serve your organization's requirements as precisely as possible.
Planning your deployment involves the following steps:
28 BusinessObjects Metadata Management User's Guide
1. Refer to the BusinessObjects Enterprise supported platform document
at: http://support.businessobjects.com/documentation/supported_plat
forms.
2. Review the key concepts you need to consider for your deployment,
including operating system, database, and application server considerations, in addition to security, performance and scalability, and high availability. See "Assessing your organization's environment" in the BusinessObjects Enterprise XI 3.0 Deployment Planning Guide.
3. Choose an initial deployment architecture. Which deployment architecture
will serve your needs within the limits of your resources?
For suggestions and common configurations, see Deployment scenarios on page 31.

Deployment guidelines

Guidelines to deploy Metadata Management components include the following:
The Metadata Management Web applications should be on a separate
computer than the Metadata Integrators.
The Metadata Management repository should be on a separate computer
from the Metadata Management Web applications, Adaptive Processing Server, and Adaptive Job Servers to obtain a higher throughput.
To improve database throughput, the Metadata Management repository
should be near the job server that processes the largest amount of data. Therefore, you can install the repository on the same computer as the Metadata Integrator that processes the largest amount of data.
The Search Server can be combined with any Job Server or other server,
or it can be on its own computer. The rationale for this combination is that Metadata Integrators usually run at night or other non-business hours, and the Search Server runs during normal business hours when users are searching on the Metadata Management Explorer.
If your Metadata Integrators runs are constrained by a small execution
window, deploy each Metadata Integrator on a separate computer.
For high availability, you can deploy a Metadata Integrator on multiple
computers. For more details, see the BusinessObjects Enterprise XI 3.0 Deployment Planning Guide.
Deployment
Deployment
3
BusinessObjects Metadata Management User's Guide 29
Deployment
3
Deployment

Prerequisites for each Metadata Management component

To deploy a subset of Metadata Management components on each computer, you must have the necessary software already installed on that computer. The following table shows the prerequisites for each component.
Necessary softwareFeature category
Metadata Management CMS Repository Objects
Note:
You must install this component first (to build the Metadata Management repository). Then you can install the rest of the Metadata Management compo­nents in any order on any com­puter.
The CMS component of BusinessObjects En­terprise XI 3.0.1
Metadata Management CMS Repository
Objects component must already be in­stalled (not necessarily on this computer)
Following components of BusinessObjects
Enterprise XI 3.0.1:
Adaptive Job Server
Adaptive Processing Server
Metadata Integrators
30 BusinessObjects Metadata Management User's Guide
Client libraries for the source system in-
stalled on this computer. For example, the BusinessObjects Enterprise Metadata Inte­grator requires BusinessObjects Enterprise Full Client installed on this computer.
Installing this Metadata Integrator installs the Metadata Management Job Server (MMJobServer).
Metadata Management Search Server
Web Application

Deployment scenarios

After you determine the needs of your users and the resources required for the deployment, you can develop an initial deployment plan for Metadata Management.
Deployment
Deployment
Necessary softwareFeature category
Metadata Management CMS Repository
Objects component must already be in­stalled (not necessarily on this computer)
Adaptive Processing Server component of
BusinessObjects Enterprise XI 3.0.1
Metadata Management CMS Repository
Objects component must already be in­stalled (not necessarily on this computer)
Web Application Server where BusinessOb-
jects Enterprise applications are deployed
3
This section describes sample scenarios for administrators planning an installation of Metadata Management. It is important to note that the optimal configuration for your deployment will depend on many factors: hardware configuration, database software, reporting requirements, operating system, clock speed, hyperthreading, disk speed, application server configuration, load frequency, and many more.
Every deployment is unique, and these examples are provided only as guidelines.
Scenario 1: Performance in small execution window
This scenario illustrates a situation in which your Metadata Integrators run might take several hours to complete, and you want to ensure it has enough resources to complete as fast as possible. The following diagram shows how the components of BusinessObjects Enterprise (BOE) and BusinessObjects Metadata Management (BOMM) are deployed on seven computers.
BusinessObjects Metadata Management User's Guide 31
Deployment
3
Deployment
The diagram shows:
1 back-end server to host CMS framework servers (SJ-CMS-01).
1 processing server to host the Metadata Management Search Server
(SJ-PS-01).
3 processing servers to host the Metadata Integrators. The assumptions
are that:
The CWM Integrator is run very infrequently. Therefore, the CWM
Metadata Metadata Integrator and RDBMS Metadata Integrator can be installed on the same computer (SJ-PS-02).
The Data Services Metadata Integrator (DS Integrator) is run frequently
and processes a large amount of metadata. Therefore, it is installed on its own computer (SJ-PS-03).
The BusinessObjects Enterprise Metadata Integrator (BOE Integrator)
is run frequently and processes a large amount of metadata. Therefore, it is installed on its own computer (SJ-PS-04).
1 web application server (SJ-WS-01) to host CMC applications, including
the Metadata Management application.
32 BusinessObjects Metadata Management User's Guide
1 back-end database server for the Metadata Management repository
(SJ-DB-01).
Scenario 2: Performance and small number of computers
This scenario illustrates a situation in which your Metadata Integrators run might take several hours to complete, but you have a limited number of computers. The following diagram shows how the components of BusinessObjects Enterprise and Metadata Management are deployed on four computers.
Deployment
Deployment
3
BusinessObjects Metadata Management User's Guide 33
Deployment
3
Deployment
The diagram shows:
1 back-end server (SJ-CMS-01) to host CMS framework servers.
1 processing server (SJ-PS-01) to host the Metadata Management Search
Server, the Data Services Metadata Integrator, and RDBMS Metadata Integrator.
The rationale to combine these components is that the execution time for each is not very long and they can be scheduled to run at different times.
34 BusinessObjects Metadata Management User's Guide
1 processing server (SJ-PS-02) to host the CWM Metadata Integrator,
BusinessObjects Enterprise Metadata Integrator (BOE Integrator), and Metadata Management repository (BOMM Repository). The assumption is that the CWM Integrator runs very infrequently compared to the BusinessObjects Enterprise Integrator.
Note:
To improve database throughput, the Metadata Management repository should be near the job server that processes the largest amount of data. Therefore, you can install the repository on the same computer as the Metadata Integrator that processes the largest amount of data.
1 web application server (SJ-WS-01) to host CMC applications, including
the Metadata Management application.
Scenario 3: High availability
This example shows a scenario in which you want to ensure that computers are always available to run Metadata Integrators, and therefore you have redundant installations. The following diagram shows a possible deployment of redundant Metadata Integrators across multiple computers.
Deployment
Deployment
3
BusinessObjects Metadata Management User's Guide 35
Deployment
3
Deployment
This diagram shows the following:
The Data Services (DS) and Relational Database (RDBMS) Metadata
Integrators are replicated on two processing servers (SJ-PS-01 and SJ-PS-03).
The CWM and BusinessObjects Enterprise Metadata Integrators are
replicated on two processing servers (SJ-PS-02 and SJ-PS-04).
36 BusinessObjects Metadata Management User's Guide

Installation for Windows

4
Installation for Windows
4

Preparing to install Metadata Management

Preparing to install Metadata Management

Pre-installation overview

BusinessObjects Metadata Management provides an open and flexible architecture that supports a multitude of deployment and configuration scenarios. Before you install BusinessObjects Metadata Management you should:
Ensure that that your network and systems meet the basic requirements
for a BusinessObjects Metadata Management installation.
Obtain the BusinessObjects Metadata Management software by electronic
download or on CD/DVD, as well as any required licensing keycodes.
Review the BusinessObjects Metadata Management Release Notes and the section Metadata Management Architecture on page 17.
Ensure that the user who will run the installation setup program has
adequate permissions to complete the installation tasks.
Determine where the Metadata Management components should be
installed and consider how you should prepare your infrastructure and set up your environment, including server locations.
Decide the database server to use for your Metadata Management
repository and prepare the database.
Determine your installation method.
The following sections list the software and system requirements and the install methods available to you for installing BusinessObjects Metadata Management.
Related Topics
Metadata Management Architecture on page 17
License keys on page 78
System requirements
For a detailed list of supported environments and hardware requirements, see the Platforms Availability Report available on the Business Objects
38 BusinessObjects Metadata Management User's Guide
Installation for Windows
Preparing to install Metadata Management
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 Metadata Management:
Microsoft Windows 2003 operating system - Required for the Metadata
Integrators and Search Server components of Metadata Management.
Solaris, AIX, or Linux operating system - Optional for the Metadata
Management CMS Repository Objects and Web Applications components.
Microsoft Internet Explorer
BusinessObjects Enterprise XI 3.0 FP1 required components for the
specific Metadata Management component to be installed on this computer. See Prerequisites for each Metadata Management component on page 30.
Metadata Management uses the Web application server and Java 2 Software Development Kit (JDK) that BusinessObjects Enterprise uses.
Note:
For UNIX, you must increase the memory setting for Web Logic in the following directory: Weblogic_install/wlserver_10.0/samples/do
mains/wl_server/bin/setDomainEnv.sh. Change the value of the
parameter -XX:MaxPermSize from 128m to 256m.
4
Note:
To install Metadata Management, you must be the BusinessObjects Enterprise Administrator.
Network requirements
When installing Metadata Management on multiple computers, you must ensure that:
each target machine can communicate over TCP/IP with the machine
running the Central Management Server (CMS).
the target machines can communicate over TCP/IP with each other. In
particular:
your Metadata Integrators must be able to communicate with the
machine that is running the Metadata Management repository.
BusinessObjects Metadata Management User's Guide 39
Installation for Windows
4
Preparing to install Metadata Management
your Search Server must be able to communicate with the machine
that is running the web application server for the Metadata Management Explorer and machines where Metadata Integrators are deployed.
For more information on the communication between components, refer to
Metadata Management Architecture on page 17.
User permissions for installing Metadata Management
To successfully install BusinessObjects Metadata Management on Windows, the user running the setup program must have the permissions listed in the table below:
40 BusinessObjects Metadata Management User's Guide
Installation for Windows
Preparing to install Metadata Management
Required permissionsCategory
Administrative privileges on the local machine.Operating System
4
Network
Enterprise
Database
Web application server
TCP/IP access to all machines where you want to install components - all specified ports must be available.
You must be the BusinessObjects Enterprise Administrator.BusinessObjects
Rights to add and drop database objects (such as tables and views), plus rights to read, write, and edit table rows.
It is recommended that you use the same user account for installing BusinessObjects Enterprise and your web applica­tion server.
To deploy Metadata Management web applications using a user account different from the one used to install the web application server, see "Minimum user rights for deploying web applications" in the BusinessObjects En- terprise XI 3 Installation and Configuration Guide.
Choose components and determine component distribution
You can choose to install Metadata Management components on one or more computers based on available resources and your deployment planning. For guidelines and suggested scenarios to distribute Metadata Management componenets, see Deployment on page 28.
Note:
You must install the Metadata Management CMS Repository Objects on
the same computer as the BusinessObjects Enterprise CMS.
You can install the Metadata Management CMS Repository Objects and
Web Application on Windows, UNIX, or Linux platforms.
You must install the Metadata Integrators and Search Server on a
supported Windows platform.
The following table shows the Metadata Management components and their sub-components that you can choose.
BusinessObjects Metadata Management User's Guide 41
Installation for Windows
4
Preparing to install Metadata Management
DescriptionComponentFeature cateogry
Metadata Manage­ment CMS Reposito­ry Objects
Metadata Management CMS Repository Objects
Includes definitions and location informa­tion for the Metadata Management appli­cation, Metadata Management repository, and other Metadata Management objects.
42 BusinessObjects Metadata Management User's Guide
BusinessObjects Enterprise Metadata Integrator
Installation for Windows
Preparing to install Metadata Management
DescriptionComponentFeature cateogry
Extracts information from a BusinessOb­jects Enterprise repository which includes metadata objects such as Crystal Reports, Web Intelligence documents, and Desktop Intelligence documents.
4
Metadata Integra­tors
Common Warehouse Mod­el (CWM) Metadata Integra­tor
Relational Databases (RDBMS) Metadata Integra­tor which can be DB2, MySQL, Oracle, SQL Serv­er, Teradata, or a Universe connection using JDBC or ODBC
BusinessObjects Data Ser­vices Metadata Integrator
Data Federator Metadata Integrator
Meta Integration Metadata Bridge (MIMB) Metadata Integrator
Extracts information from the CWM Rela­tional Package which includes definitions of metadata objects such as catalogs, schemas, and tables.
Extracts information from a RDBMS which includes definitions of metadata objects such as catalogs, schemas, stored proce­dures, and aliases.
Extracts information from a Data Services repository which includes definitions of metadata objects such as source tables and columns for ETL jobs, datastores and configurations, and flat files.
Extracts information from a Data Federa­tor repository which includes definitions of metadata objects such as projects, catalogs, datasources, and mapping rules.
BusinessObjects Metadata Management User's Guide 43
Installation for Windows
4
Preparing to install Metadata Management
DescriptionComponentFeature cateogry
Extracts metadata from other sources such as the following:
Data Modeling metadata such as
Sybase Power Designer, Embarcadero ER/Studio, and Oracle Designer
ETL metadata such as Oracle Ware-
house Builder, SAS ETL Studio, and Microsoft SQL Server Integration Ser­vices (SSIS)
OLAP and BI metadata such as IBM
DB2 Cube Views, Oracle OLAP, and Cognos 8 BI Reporting
For more information, see
http://www.metaintegration.net/Prod ucts/MIMB/Documentation/.
Metadata Manage­ment Search Server
Web Application
Related Topics
Architecture overview on page 18
Provides search capability on Metadata Management Explorer
Provides web applications that:
administer Metadata Management on
the Central Management Console (CMC)
comprise the Metadata Management
Explorer

Repository database requirements and preparation

The Metadata Management repository is a database that stores all metadata that the Metadata Integrators collect. You use the information in the repository to analyze relationships between objects, as well as to analyze impact and lineage between objects. For example, you can find the tables and columns used by your Business Intelligence reports and documents.
44 BusinessObjects Metadata Management User's Guide
You can either create a new database for the Metadata Management repository or use an existing Metadata Management repository. The installation process will either create new tables or upgrade the existing tables within the Metadata Management Repository.
Related Topics
Setting up a new database on page 77
Exploring Business Intelligence metadata on page 234
Setting up a new database
This procedure creates a Metadata Management Repository database and configures it for the user who will connect to it. The installation process will create the tables within the Metadata Management Repository.
1. Create a new database on your database server.
For UNIX, compatible database types include DB2, MySQL, and
Oracle.
For Windows, compatible database types include DB2, Microsoft SQL
Server, MySQL, and Oracle.
Installation for Windows
Preparing to install Metadata Management
4
Note:
For the most current list of supported database software and version requirements, see the Platforms Availability Report available on the Business Objects support site: http://support.businessobjects.com/docu
mentation/supported_platforms.
2. If you create a new DB2 8.x database:
a. In the creation wizard, set the code set to UTF-8. b. Create three buffer pools, one for each page size: 8K, 16K and 32K.
The buffer pool size should be set to 1000.
c. Create one temporary system table space for the 32K buffer pool. d. Create one regular table space for the 32K buffer pool.
3. If you create a new DB2 9.x database:
a. In the creation wizard, set the code set to UTF-8 and the default buffer
pool and table space page size to 32K.
4. Create a new user and assign a secure password.
5. Ensure that the new user has permission to create, modify, and delete
database objects so that Metadata Management can modify the database as required.
BusinessObjects Metadata Management User's Guide 45
Installation for Windows
4
Preparing to install Metadata Management
Note:
If you are not the owner of the database, you must have permissions to perform the necessary operations.
Related Topics
To configure your Metadata Management repository on page 83

Installation scenarios

The following installation methods are available to you for installing BusinessObjects Metadata Management on UNIX:
Standard installation – Installs from the installation wizard.
Migration – Upgrades an existing Metadata Management repository during
installation.
Remote Job Server installation – Installs a Remote Job Server component
for a Metadata Integrator to collect metadata from a BusinessObjects Enterprise XI R2 system.
Distributed deployment – Installs a subset of Metadata Management
components on each computer that has the prerequisite software.
Related Topics
Standard installation of Metadata Management on page 47
Remote Job Server Installation on page 61
Migration on page 85
Deployment on page 28

License keys

You purchase a license key for the Metadata Management features that you want.
To purchase license keys:
Contact your Business Objects sales representative.
Contact your regional office. For details, go to: http://www.businessob
jects.com/company/contact_us/
46 BusinessObjects Metadata Management User's Guide

Standard installation of Metadata Management

Related Topics
To enter product key code on page 80
Updating the license key on page 88
Standard installation of Metadata Management
Before beginning your installation, review the Pre-installation overview to ensure that you have prepared all necessary systems.
The following instructions lead you through the standard installation steps of setting up your BusinessObjects Metadata Management on Windows:
1.
To begin running the installation program on page 47
2.
To accept the license agreement on page 48
3.
To enter user information and a product key code on page 48
4.
To specify the CMS log on information on page 49
5.
To select components to install on page 50
6.
To configure your Metadata Management repository on page 52
7.
To configure your existing Web application server on page 52
8.
To start the installation on page 53
Installation for Windows
4
After your installation successfully completes, you access Metadata Management from the Central Management Console (CMC) of BusinessObjects Enterprise.
Related Topics
Pre-installation overview on page 70
Accessing Metadata Management for administrative tasks on page 93

To begin running the installation program

To run the Metadata Management installation program:
1. Log on to your computer using an account with local Windows
administrator privileges and access to your network.
2. If you downloaded Metadata Management from Electronic Software
Delivery, open the Setup.exe file or Autorun.exe. Or, insert the
BusinessObjects Metadata Management User's Guide 47
Installation for Windows
4
Standard installation of Metadata Management
BusinessObjects Metadata Management Installation CD into your CD-ROM drive (if the installer does not automatically open, open Autorun.exe from the top level of the CD contents).
3. On the "Welcome to the BusinessObjects Metadata Management
Installation Wizard" window, click Next.
Related Topics
Pre-installation overview on page 70

To accept the license agreement

At the "License Agreement" window, review and accept the license agreement for BusinessObjects Metadata Management. You must accept the agreement to continue with the installation setup.
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 displays.

To enter user information and a product key code

On the "User Information" screen, enter user information and provide a product code for your BusinessObjects Metadata Management 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 enter a single product keycode during Metadata Management installation. If you need to change the keycode after installation, use the "License Keys" management area of the Central Management Console (CMC).
3. Click Next.
48 BusinessObjects Metadata Management User's Guide
Standard installation of Metadata Management
The "Directory Selection" screen appears.
Related Topics
Updating the license key on page 88

To specify the CMS log on information

At the "BusinessObjects Enterprise Server Login" window, specify connection information for the Central Management Server (CMS). If applicable, you also specify values for Secure Sockets Layer (SSL) options.
1. Specify the following connection information to log on to the Central
Management Server (CMS).
DescriptionOption
Host name of the CMS (Central Management Server). This value is required.
The CMS is responsible for maintaining a database of information about your BusinessObjects Enter­prise system. The data stored by the CMS includes information about users and groups, security levels,
Server Name
BusinessObjects Enterprise content, and servers. For more information about the CMS, see Busines- sObjects Enterprise Administrator's Guide.
Installation for Windows
4
Enable SSL
User
Note:
If you are installing the Remote Job Server, specify the CMS that you will use to configure and schedule integrator source runs.
If you use the Secure Sockets Layer (SSL) protocol for all network communication between clients and servers in your BusinessObjects Enterprise deploy­ment, select the Enable SSL.
The CMS user name to connect to the CMS server.
The default value is Administrator.
BusinessObjects Metadata Management User's Guide 49
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Standard installation of Metadata Management
DescriptionOption
Password
Authentication Mode
2. If you selected Enable SSL, fill in the values for the following options on
the SSL window:
SSL Certificates Folder
Server SSL Certificate File
SSL Trusted Certificate File
SSL Private Key File
SSL Private Key File Passphrase File
For more information, see "Configuring servers for SSL" in your BusinessObjects Enterprise Administrator's Guide.
3. Click Next.
The "Select Features" screen displays.
The password to connect to the CMS server to register and run the Metadata Integrator.
The CMS authentication mode. The default value is
Enterprise. See the Business Objects Administra-
tor's Guide for available modes.

To select components to install

At the "Select Features" window, select or deselect Metadata Management components that you want to install on this computer. For a description of the feature categories and components that you can select or deselect, see
Choose components and determine component distribution on page 73.
Note:
The Installation Wizard displays the Metadata Management components that you can install and cannot install, based on the prerequisite software that is installed on this computer. For details, see Prerequisites for each
Metadata Management component on page 30.
1. Click the icon for a component you want to select or deselect.
Each component displays a drop-down menu that allows you to choose from the following options:
50 BusinessObjects Metadata Management User's Guide
Installation for Windows
Standard installation of Metadata Management
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.
4
2. To calculate if sufficient disk space is available for your selected
components, click Disk Cost.
A separate screen displays indicating storage space available on the local machine and mapped network drives. Drives that do not have enough disk space for the currently selected components are highlighted.
Click OK to return to the "Select Features" screen.
3. If you want to revert to the original configuration of the component list,
click Reset.
4. Click Next.
If you selected the CMS InfoObjects component, the "Configure BusinessObjects Metadata Management Repository database" window displays.
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Installation for Windows
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Standard installation of Metadata Management

To configure your Metadata Management repository

The "Configure BusinessObjects Metadata Management Repository database" window appears if you selected the CMS Repository Objects component.
On the "Configure BusinessObjects Metadata Management Repository database" window, enter the connection information for your Metadata Management Repository. Then you can create the repository, upgrade it, or make no changes to it.
1. Select the database type from the Connection type drop-down list.
2. Enter the connection information for the database type.
3. Enter the User name and Password for the Metadata Management
Repository.
4. Click Next (this action also validates your input values).
The "Repository status " window appears
5. The first time you run the installation program, the Repository status
window selects the Create repository option by default. The installation program will create the Metadata Management tables in the specified database.
If you run the installation program again and want to preserve the existing Metadata Management Repository, select Skip repository configuration. If you want to create a new repository (either in the same database or a new database) select the Create repository checkbox.
6. Click Next to continue with the installation setup.
The "Configure Web Application Server " window appears if your Web Application Server is Tomcat.

To configure your existing Web application server

The "Configure Web Application Server" window appears if you selected the Web Application component.
As part of the installation setup, you provide information about the web application server that will work with your Metadata Management applications
52 BusinessObjects Metadata Management User's Guide
to perform administrative tasks on the Central Management Console or to view metadata relationships on the Metadata Management Explorer.
The Metadata Management installation wizard detects the web application server that your BusinessObjects Enterprise system is using on this computer. Therefore, most of the information is pre-populated in the fields on the " Configure Web Application Server configuration" window. To properly install web components on your web application server, you must provide the password for your existing web application server.
1. If your web application server is Apache Tomcat, you must provide the
name of the current web application server instance (for example “localhost”) in the Instance field.
2. If your web application server is WebLogic, WebSphere, or Oracle
Application Server, you must provide the Admin password.
3. Click Next to continue with the installation setup.
The "Start Installation" screen displays.

To start the installation

Installation for Windows
Standard installation of Metadata Management
4
The "Start Installation" screen is the final screen in the installation setup.
1. Review the components that will be installed and any associated settings.
2. 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.
3. Click the Next button to start the installation process.
The "Updating System" window shows the progress of copying the files.
BusinessObjects Metadata Management User's Guide 53
Installation for Windows
4

Silent installation

Silent installation
A silent installation is one that you run from the command line to install BusinessObjects Metadata Management, rather than following the install wizard. When you run a silent installation, you specify the parameters to be used for the install either on the command line or in an input file (also called a response file).
Silent installation is particularly useful when you need to perform multiple installations, as you can save time and avoid being prompted for information by the installation program.
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 Metadata Management installation command into your scripts.
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.
Related Topics
To create a response file on page 54
To start the silent installation on page 55

To create a response file

You run the installation setup program to write the installation settings to a specified response file. The file is generated once the installation setup program is ready to start the installation.
To create the response file:
1. Open a command line console and navigate to the folder that contains
the installation files.
2. Mount the device that contains the installation files.
Note:
If you run the installation script without copying the files to a temporary location, you will be prompted to specify a temporary location for the installation.
54 BusinessObjects Metadata Management User's Guide
Installation for Windows
Silent installation
3. In the command line, type the silent installation command.
setup.exe -w responseFilePath
Note:
When you specify responseFilePath, make sure you include the name of the file you want to generate.
4. Press Enter to launch the installation setup program.
5. Follow the instructions on the screen to enter your preferred installation
settings until you reach the final screen of the setup program.
Note:
The installation program validates the settings that you enter on each screen, and then records the settings in the response file at the final screen. If the values for any settings change after installation, run the setup program again to validate the settings.
6. Stop the installation setup when you reach the final screen in the
installation setup program. Click Cancel to abort the installation setup.
You can access the response file from the directory you specified in step 2.
4

To start the silent installation

You need a response file residing in a known directory. The MACHINE NAME parameter must be specified in the response file if you are replicating an installation. If the parameter is not specified, the local server name will be used by default.
1. Open a command line console and navigate to the folder that contains
the installation files.
2. In the command line, type the following information:
setup.exe -r responsefile
-r responsefile Specifies the name of the response file you want the installation setup program to read for installation parameters.
3. If you want to override values in the response file, type the parameters
in the command line.
For example, if you want to override the license key, type the PIDKEY parameter and value in the command as follows:
setup.exe -r responseFilePath
\install.ini PIDKEY=1111-2222-3333-444
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Silent installation
4. Press Enter to launch the installation.
The installation setup program runs in the background.
Related Topics
To create a response file on page 54

Silent install parameters

The following table lists the most common parameters used in a silent installation of BusinessObjects Metadata Management. To use a parameter, place it on the command line after the installation 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.
DescriptionInstallation parameter
Specifies that the user is only
/qn+
/qn
/qa /qb
56 BusinessObjects Metadata Management User's Guide
prompted when the installation is complete.
Specifies that the user is not prompted during the install, or when the install is complete.
Specifies that the user is not prompted during the install, or when the install is complete.
INSTALLDIR
Installation for Windows

Migration

DescriptionInstallation parameter
Specifies the machine and directory where you want to install the new BusinessObjects Metadata Manage­ment components.
For example, C:\Program
Files\Business Objects
4
PIDKEY
DATABASEPORT
ADDLOCAL
Related Topics
To start the silent installation on page 55
Migration
When you install Metadata Management 12.0, you can migrate your Metadata Manager 11.x repository to Metadata Management 12.0 to preserve your existing metadata source definitions.
Specifies your base product activa­tion keycode.
Specifies the port used for the database type. Each database type has a default port number if it is not specified.
Specifies which components will be installed. Each component is speci­fied, comma separated and grouped within quotes.
You can install version 12.0 on the same machine as version 11.7 if they do not share the Tomcat Web application server and do not share the repository.
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Migration
Related Topics
Objects that migrate on page 85
To migrate a repository on page 86

Objects that migrate

When you upgrade a Metadata Manager 11.x repository to Metadata Management 12.0, the following objects migrate to the Central Management Server (CMS) repository:
Metadata Integrator configurations
Configurations for Metadata Management utilties (compute the lineage
staging table and recreate the search index)
Schedules to run the Metadata Integrators and utilities
Annotations, custom attributes, and preferences that you defined in the previous version migrate to the Metadata Management 12.0 repository.
The following objects do not migrate:
Users – Metadata Management 12.0 uses the security services that
BusinessObjects Enterprise provides. Therefore, you must define and manage users of Metadata Management through the Central Management Console (CMC).
Log files from Metadata Integrator and utility runs – Metadata Management
12.0 uses the scheduling and file repositories that BusinessObjects Enterprise provides. Therefore, the logs are now managed as part of the instance of the scheduled run.
Related Topics
To migrate a repository on page 86

To migrate a repository

Perform a migration of a Metadata Management repository from version 11.x to 12.0 on a computer that has BusinessObjects Enterprise XI 3 Central Management Server (CMS) installed.
1. Review Release Notes for the version of BusinessObjects Metadata
Management you will be installing.
58 BusinessObjects Metadata Management User's Guide
Installation for Windows
Migration
2. Use your database backup utilities program to back up your existing
Metadata Management repository.
3. Start the installation setup.
For Windows, if you downloaded Metadata Management from
Electronic Software Delivery, open the Setup.exe file or Autorun.exe. Or, insert the BusinessObjects Metadata Management installation CD into your CD-ROM drive (if the installer does not automatically open, open Autorun.exe from the top level of the CD contents).
For UNIX, run ./install.sh.
4. On the "Welcome to the BusinessObjects Metadata Management
Installation Wizard" window, click Next.
5. Go through the following steps of a standard installation:
a.
To accept the license agreement on page 80
b.
To enter product key code on page 80
c.
To specify the CMS log on information on page 81
6. At the "Select Features" window, select the Metadata Management
InfoObjects component. You can select other components if you want to install them on this same computer.
The "Configure BusinessObjects Metadata Management Repository database" window appears.
4
7. Enter the following information to upgrade a Metadata Management 11.x
repository:
a. Select the database type from the Connection type drop-down list. b. Enter the connection information for the database type. c. Enter the user and password for the Metadata Management 11.x
repository.
d. Click Next (this action also validates your input values).
8. The "Repository Status" window appears. The option selected by default
depends on the version of the repository you specified and the Metadata Management version you are installing.
a. If you specify an existing older version repository than the Metadata
Management version you are installing, the Repository status window displays the Upgrade repository option selected by default.
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Migration
ActionSituation
You want to upgrade the Metadata Management repository and preserve the data.
You want to delete the existing Meta­data Management repository and create a new one in the same database.
b. If you specify a repository that is the same version as the Metadata
Management version you are installing, the Repository status window displays the Skip repository configuration option selected by default.
Select Upgrade repository .
Select Create repository.
ActionSituation
You want to keep the Metadata Management repository and pre­serve the data.
You want to delete the existing Metadata Management repository and create a new one in the same database.
c. If you specify a repository that is a later version than the Metadata
Management version you are installing, the Repository status window displays the Create repository option selected by default.
Create repository is your only choice because the repository needs to match the Metadata Management version.
9. In the installation completed window, click OK.
60 BusinessObjects Metadata Management User's Guide
Select Skip repository configu- ration.
Select Create repository.
Related Topics
Objects that migrate on page 85

Remote Job Server Installation

Metadata Management XI 3 can collect metadata from a BusinessObjects Enterprise XI R2 system by using the Remote Job Server. The following diagram shows the relationship of this Remote Job Server component to the other BusinessObjects Metadata Mangement (BOMM) components and the BusinessObjects Enterprise (BOE) components
Installation for Windows
Remote Job Server Installation
4
If you want to collect metadata from a BusinessObjects Enterprise XI R2 system, you must:
1. Install the BOMM Remote Job Server and the BOE Metadata Integrator
on a computer that has BOE XI R2 full client or server installed.
2. During installation, configure the Remote Job Service to accept requests
from BusinessObjects Enterprise XI 3 to run the BOE Metadata Integrator on BusinessObjects Enterprise XI R2.
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Installation for Windows
4
Remote Job Server Installation
3. Rename the Input and Output File Repository Servers on BusinessObjects
Enterprise XI 3 to conform to the naming conventions on BusinessObjects Enterprise XI R2.
Related Topics
Installing a Remote Job Server on page 62
Renaming File Repository Servers on page 63
Modifying the configuration of a Remote Job Service on page 64

Installing a Remote Job Server

Perform this Metadata Management Remote Job Server installation on a computer that has BusinessObjects Enterprise XI R2 full client or server installed.
During installation, you configure the Metadata Management Remote Job Service to accept requests from BusinessObjects Enterprise XI 3 to run the Metadata Integrator on BusinessObjects Enterprise XI R2.
1. Go through the first five steps of a standard installation:
a.
To begin running the installation program on page 47
b.
To accept the license agreement on page 48
c.
To enter user information and a product key code on page 48
d.
To specify the CMS log on information on page 49
Note:
You specify the logon information for the CMS system that you will use to configure and schedule integrator source runs.
e.
To select components to install on page 50
If the Installation Wizard detects that BusinessObjects Enterprise XI R2 is installed on this computer, the "Select Features" window shows only the BusinessObjects Enterprise Metadata Integrator component enabled.
2. Keep the BusinessObjects Enterprise Metadata Integrator component
selected and click Next.
3. On the "Configure BusinessObjects Metadata Management Remote Job
Server service port" screen, verify the port number that the Remote Job Service will use to listen for requests from BusinessObjects Enterprise XI 3 to run the Metadata Integrator. If you do not want the default port number 5005, enter a new value.
62 BusinessObjects Metadata Management User's Guide
4. Click Next.
5. On the "Start Installation" screen, verify that the Remote Job Server
displays in the list of "Components selected for installation" and click Next.
The "Updating System" window shows the progress of copying the files.
After you install the
Related Topics
Standard installation of Metadata Management on page 47
Renaming File Repository Servers on page 63
Modifying the configuration of a Remote Job Service on page 64

Renaming File Repository Servers

For the Remote Job Service to work, you must rename the Input and Output File Repository Servers on your BusinessObjects Enterprise XI 3 system to conform to the naming convention on BusinessObjects Enterprise XI R2.
1. Log On to the Central Management Console (CMC) of BusinessObjects
Enterprise XI 3 with a valid administrator user name and password or a user name that has Full Control access level on the CMC.
2. Click the Servers tab on the left or the Servers link under "Organize".
3. Select "hostname.InputFileRepository" from the "Server Name" list, and
select Manage > Properties from the top menu bar.
4. Change the name of the File Repository Server to the following:
Input.hostname.fileserver
Installation for Windows
Remote Job Server Installation
4
5. Click Save & Close.
6. Restart the renamed server by clicking Actions > Restart Server in the
top menu bar.
7. Select "hostname.OutputFileRepository" from the "Server Name" list,
and select Manage > Properties from the top menu bar.
8. Change the name of the File Repository Server to the following:
Output.hostname.fileserver
9. Click Save & Close.
10. Restart the renamed server by clicking Actions > Restart Server in the
top menu bar.
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Installation for Windows
4
Remote Job Server Installation
Related Topics
Installing a Remote Job Server on page 62
Modifying the configuration of a Remote Job Service on page 64

Modifying the configuration of a Remote Job Service

After you install the Metadata Management Remote Job Server, you can change its configuration.
1. On the computer where Business Objects Enterprise XI R2 resides, launch
the Remote Job Service from the Windows Start menu.
Start > Program Files > BusinessObjects > Metadata Management > Remote Service Configuration .
The "Metadata Management Service Configuration" window appears.
2. The "General" tab describes the service and indicates its status. You can
set the following options:
DescriptionOption
Startup type
Service sta­tus
3. The "Java" tab defines the location of the Java runtime environment used
by the Remote Service. You can change the following options:
64 BusinessObjects Metadata Management User's Guide
Possible values are Automatic and Manual. The default value is Automatic.
If the service is running, you can click Stop. If the service is stopped, you can click Start.
Installation for Windows
Remote Job Server Installation
DescriptionOption
Reserved for future use.User Default
The directory where the Java SDK is installed.Java Home
Reserved for future use.Java Options
4
Initial memory pool (MB)
Maximum memory pool (MB)
The default value is 512 MB.
Consult your JVM documentation for more information about changing your Java memory settings.
The default value is 1024 MB.
Consult your JVM documentation for more information about changing your Java memory settings.
4. The "Listener" tab defines the port to listen for service requests and
connectivity to the Central Management Service on BusinessObjects Enterprise XI 3 that will send service requests.
You can set the following options:
BusinessObjects Metadata Management User's Guide 65
Installation for Windows
4

After installing Metadata Management

DescriptionOption
Application port
CMS Server name
User name
Password
Authentica­tion mode
5. Click Test port if you want to verify that the port number is available. The
Remote Job Service uses this port to listen for requests from BusinessObjects Enterprise XI 3 to run the Metadata Integrator.
6. Click Test connection if you want to verify that the Remote Service can
connect successfully to the CMS on BusinessObjects Enterprise XI 3.
Number of the port that the listener service will use to listen for requests to run the BusinessObjects Enterprise Metadata Integrator.
Host name of the CMS (Central Management Server) on BusinessObjects Enterprise XI 3 that will send requests to run the Metadata Integrator on BusinessObjects Enterprise XI R2.
The CMS user name to connect to the CMS server on BusinessObjects Enterprise XI 3.
The default value is Administrator. If you want a user other than Administrator to run the Metadata Integrator, change the value to the appropriate name.
The password to connect to the CMS server to register and run the Metadata Integrator. The default is no password.
The CMS authentication mode. The default value is Enter­prise. See the BusinessObjects Enterprise Administrator's Guide for available modes.
Related Topics
Installing a Remote Job Server on page 62
After installing Metadata Management

Verifying Metadata Management servers are running

After installing Metadata Management, verify that the Metadata Management servers are running and enabled.
1. From the CMC Home page, go to the "Servers" management area.
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Installation for Windows
After installing Metadata Management
2. Expand the Service Categories node and select Metadata Management.
The Servers List includes a State column that provides the status for each server in the list.
3. Verify that the following Metadatda Management servers are "Running"
and "Enabled."
"AdaptiveProcessingServer"
"MMJobServer"
4. If a Metadata Management server is not running or enabled, do the
following:
a. Select the server name from the list. b. Open the Actions drop-down menu and select Start Server or Enable
Server.
Related Topics
Managing Metadata Management servers on page 94
4

Updating the license key

To update the Metadata Management license key code in the Central Management Console (CMC), you must have BusinessObjects Enterprise XI 3.0_HF1 installed.
Situations when you might need to update your license key code for Metadata Management include the following:
Update an expired key code
Upgrade from a trial version
Include additional features that you have purchased
To update the license key:
1. Go to the "License Keys" management area of the CMC.
2. If you are upgrading from a trial version of the product, be sure to delete
the Evaluation key prior to adding any new license keys or product activation keycodes.
a. From the list of key codes, select the Evaluation key code. b. Click Delete.
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Installation for Windows
4

Uninstalling Metadata Management

3. Type the new key in the Add Key field.
Note:
Key codes are case-sensitive.
4. If you are upgrading from a trial version of the product, be sure to delete
the Evaluation key prior to adding any new license keys or product activation keycodes.
5. Click Add.
The key is added to the list.
Related Topics
To enter product key code on page 80
To enter user information and a product key code on page 48
Uninstalling Metadata Management
To uninstall Metadata Management:
1. Go to Start > Settings > Control Panel > Add/Remove Programs (or
Change/Remove Programs).
2. Select BusinessObjects Metadata Management, and click Remove.
Note:
After you uninstall Metadata Management, the log files for the integrator source runs and utility runs will not be deleted. These log files are located in the Business Objects installation directory in the following subdirectory
MetadataManager\MM\log.
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Installation for UNIX

5
Installation for UNIX
5

Preparing to install Metadata Management

Preparing to install Metadata Management

Pre-installation overview

BusinessObjects Metadata Management provides an open and flexible architecture that supports a multitude of deployment and configuration scenarios. Before you install BusinessObjects Metadata Management you should:
Ensure that that your network and systems meet the basic requirements
for a BusinessObjects Metadata Management installation.
Obtain the BusinessObjects Metadata Management software by electronic
download or on CD/DVD, as well as any required licensing keycodes.
Review the BusinessObjects Metadata Management Release Notes and the section Metadata Management Architecture on page 17.
Ensure that the user who will run the installation setup program has
adequate permissions to complete the installation tasks.
Determine where the Metadata Management components should be
installed and consider how you should prepare your infrastructure and set up your environment, including server locations.
Decide the database server to use for your Metadata Management
repository and prepare the database.
Determine your installation method.
The following sections list the software and system requirements and the install methods available to you for installing BusinessObjects Metadata Management.
Related Topics
Metadata Management Architecture on page 17
License keys on page 78
System requirements
For a detailed list of supported environments and hardware requirements, see the Platforms Availability Report available on the Business Objects
70 BusinessObjects Metadata Management User's Guide
Installation for UNIX
Preparing to install Metadata Management
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 Metadata Management:
Microsoft Windows 2003 operating system - Required for the Metadata
Integrators and Search Server components of Metadata Management.
Solaris, AIX, or Linux operating system - Optional for the Metadata
Management CMS Repository Objects and Web Applications components.
Microsoft Internet Explorer
BusinessObjects Enterprise XI 3.0 FP1 required components for the
specific Metadata Management component to be installed on this computer. See Prerequisites for each Metadata Management component on page 30.
Metadata Management uses the Web application server and Java 2 Software Development Kit (JDK) that BusinessObjects Enterprise uses.
Note:
For UNIX, you must increase the memory setting for Web Logic in the following directory: Weblogic_install/wlserver_10.0/samples/do
mains/wl_server/bin/setDomainEnv.sh. Change the value of the
parameter -XX:MaxPermSize from 128m to 256m.
5
Note:
To install Metadata Management, you must be the BusinessObjects Enterprise Administrator.
Network requirements
When installing Metadata Management on multiple computers, you must ensure that:
each target machine can communicate over TCP/IP with the machine
running the Central Management Server (CMS).
the target machines can communicate over TCP/IP with each other. In
particular:
your Metadata Integrators must be able to communicate with the
machine that is running the Metadata Management repository.
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5
Preparing to install Metadata Management
your Search Server must be able to communicate with the machine
that is running the web application server for the Metadata Management Explorer and machines where Metadata Integrators are deployed.
For more information on the communication between components, refer to
Metadata Management Architecture on page 17.
UNIX permissions
Metadata Management will be installed in the same directory where BusinessObjects Enterprise is installed. To install Metadata Management on UNIX, the user account under which the install is run must have read, write, and execute permissions to the directory where BusinessObjects Enterprise is installed. Root privileges are not required to install Metadata Management.
Caution:
If you attempt an installation with root privileges, you will be unsuccessful.
The following table summarizes all the required permissions for installing Metadata Management.
72 BusinessObjects Metadata Management User's Guide
Installation for UNIX
Preparing to install Metadata Management
Required permissionsCategory
5
Operating System
Network
Enterprise
Database
Web application server
Read, write, and execute permissions to the directory where BusinessObjects Enterprise will be installed .
TCP/IP access to all machines where you want to install components - all specified ports must be available.
You must be the BusinessObjects Enterprise Administrator.BusinessObjects
Rights to add and drop database objects (such as tables and views), plus rights to read, write, and edit table rows.
It is recommended that you use the same user account for installing BusinessObjects Enterprise and your web applica­tion server.
To deploy Metadata Management web applications using a user account different from the one used to install the web application server, see "Minimum user rights for deploying web applications" in the BusinessObjects En-
terprise XI 3 Installation and Configuration Guide for UNIX.
Choose components and determine component distribution
You can choose to install Metadata Management components on one or more computers based on available resources and your deployment planning. For guidelines and suggested scenarios to distribute Metadata Management componenets, see Deployment on page 28.
Note:
You must install the Metadata Management CMS Repository Objects on
the same computer as the BusinessObjects Enterprise CMS.
You can install the Metadata Management CMS Repository Objects and
Web Application on Windows, UNIX, or Linux platforms.
You must install the Metadata Integrators and Search Server on a
supported Windows platform.
The following table shows the Metadata Management components and their sub-components that you can choose.
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Installation for UNIX
5
Preparing to install Metadata Management
DescriptionComponentFeature cateogry
Metadata Manage­ment CMS Reposito­ry Objects
Metadata Management CMS Repository Objects
Includes definitions and location informa­tion for the Metadata Management appli­cation, Metadata Management repository, and other Metadata Management objects.
74 BusinessObjects Metadata Management User's Guide
BusinessObjects Enterprise Metadata Integrator
Installation for UNIX
Preparing to install Metadata Management
DescriptionComponentFeature cateogry
Extracts information from a BusinessOb­jects Enterprise repository which includes metadata objects such as Crystal Reports, Web Intelligence documents, and Desktop Intelligence documents.
5
Metadata Integra­tors
Common Warehouse Mod­el (CWM) Metadata Integra­tor
Relational Databases (RDBMS) Metadata Integra­tor which can be DB2, MySQL, Oracle, SQL Serv­er, Teradata, or a Universe connection using JDBC or ODBC
BusinessObjects Data Ser­vices Metadata Integrator
Data Federator Metadata Integrator
Meta Integration Metadata Bridge (MIMB) Metadata Integrator
Extracts information from the CWM Rela­tional Package which includes definitions of metadata objects such as catalogs, schemas, and tables.
Extracts information from a RDBMS which includes definitions of metadata objects such as catalogs, schemas, stored proce­dures, and aliases.
Extracts information from a Data Services repository which includes definitions of metadata objects such as source tables and columns for ETL jobs, datastores and configurations, and flat files.
Extracts information from a Data Federa­tor repository which includes definitions of metadata objects such as projects, catalogs, datasources, and mapping rules.
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Installation for UNIX
5
Preparing to install Metadata Management
DescriptionComponentFeature cateogry
Extracts metadata from other sources such as the following:
Data Modeling metadata such as
Sybase Power Designer, Embarcadero ER/Studio, and Oracle Designer
ETL metadata such as Oracle Ware-
house Builder, SAS ETL Studio, and Microsoft SQL Server Integration Ser­vices (SSIS)
OLAP and BI metadata such as IBM
DB2 Cube Views, Oracle OLAP, and Cognos 8 BI Reporting
For more information, see
http://www.metaintegration.net/Prod ucts/MIMB/Documentation/.
Metadata Manage­ment Search Server
Web Application
Related Topics
Architecture overview on page 18
Provides search capability on Metadata Management Explorer
Provides web applications that:
administer Metadata Management on
the Central Management Console (CMC)
comprise the Metadata Management
Explorer

Repository database requirements and preparation

The Metadata Management repository is a database that stores all metadata that the Metadata Integrators collect. You use the information in the repository to analyze relationships between objects, as well as to analyze impact and lineage between objects. For example, you can find the tables and columns used by your Business Intelligence reports and documents.
76 BusinessObjects Metadata Management User's Guide
You can either create a new database for the Metadata Management repository or use an existing Metadata Management repository. The installation process will either create new tables or upgrade the existing tables within the Metadata Management Repository.
Related Topics
Setting up a new database on page 77
Exploring Business Intelligence metadata on page 234
Setting up a new database
This procedure creates a Metadata Management Repository database and configures it for the user who will connect to it. The installation process will create the tables within the Metadata Management Repository.
1. Create a new database on your database server.
For UNIX, compatible database types include DB2, MySQL, and
Oracle.
For Windows, compatible database types include DB2, Microsoft SQL
Server, MySQL, and Oracle.
Installation for UNIX
Preparing to install Metadata Management
5
Note:
For the most current list of supported database software and version requirements, see the Platforms Availability Report available on the Business Objects support site: http://support.businessobjects.com/docu
mentation/supported_platforms.
2. If you create a new DB2 8.x database:
a. In the creation wizard, set the code set to UTF-8. b. Create three buffer pools, one for each page size: 8K, 16K and 32K.
The buffer pool size should be set to 1000.
c. Create one temporary system table space for the 32K buffer pool. d. Create one regular table space for the 32K buffer pool.
3. If you create a new DB2 9.x database:
a. In the creation wizard, set the code set to UTF-8 and the default buffer
pool and table space page size to 32K.
4. Create a new user and assign a secure password.
5. Ensure that the new user has permission to create, modify, and delete
database objects so that Metadata Management can modify the database as required.
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Installation for UNIX
5
Preparing to install Metadata Management
Note:
If you are not the owner of the database, you must have permissions to perform the necessary operations.
Related Topics
To configure your Metadata Management repository on page 83

Installation scenarios

The following installation methods are available to you for installing BusinessObjects Metadata Management on UNIX:
Standard installation – Installs from the installation wizard.
Migration – Upgrades an existing Metadata Management repository during
installation.
Distributed deployment – Installs a subset of Metadata Management
components on each computer that has the prerequisite software.
Related Topics
Standard installation of Metadata Management on UNIX on page 79
Migration on page 85
Deployment on page 28

License keys

You purchase a license key for the Metadata Management features that you want.
To purchase license keys:
Contact your Business Objects sales representative.
Contact your regional office. For details, go to: http://www.businessob
jects.com/company/contact_us/
Related Topics
To enter product key code on page 80
Updating the license key on page 88
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Standard installation of Metadata Management on UNIX

Standard installation of Metadata Management on UNIX
Before beginning your installation, review the Pre-installation overview to ensure that you have prepared all necessary systems.
The following instructions lead you through the standard installation steps of setting up your BusinessObjects Metadata Management on UNIX:
1.
To begin running the installation program on page 79
2.
To accept the license agreement on page 80
3.
To specify the installation directory on page 80
4.
To enter product key code on page 80
5.
To specify the CMS log on information on page 81
6.
To select components to install on page 82
7.
To configure your Metadata Management repository on page 83
8.
To configure your existing Web application server on page 84
9.
To start the installation on page 84
Installation for UNIX
5
After your installation successfully completes, you access Metadata Management from the Central Management Console (CMC) of BusinessObjects Enterprise.
Related Topics
Pre-installation overview on page 70
Accessing Metadata Management for administrative tasks on page 93

To begin running the installation program

To run the Metadata Management installation program:
1. Log on to your computer using an account that has read, write, and
execute permissions to the directory where BusinessObjects Enterprise is installed.
Note:
You must install Metadata Management in the same directory as BusinessObjects Enterprise because Metadata Management uses some of the same libraries as BusinessObjects Enterprise.
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Installation for UNIX
5
Standard installation of Metadata Management on UNIX
2. Start the installation setup by running ./install.sh.
3. On the "Welcome to the BusinessObjects Metadata Management
Installation Wizard" screen, press Enter to begin your installation.
Related Topics
Pre-installation overview on page 70

To accept the license agreement

At the "License Agreement" screen, review and accept the license agreement for BusinessObjects Metadata Management. You must accept the agreement to continue with the installation setup.
1. Review the License Agreement.
2. Select I accept the License Agreement.
You cannot continue unless you accept the License Agreement.
3. Press Y to continue the installation setup.
The "Specify installation directory" screen displays.

To specify the installation directory

1. At the "Directory Selection" screen, enter the home directory for your
BusinessObjects Enterprise installation.
Note:
You must install Metadata Management in the same directory as BusinessObjects Enterprise because Metadata Management uses some of the same libraries as BusinessObjects Enterprise.
2. Press Enter to continue the installation setup.

To enter product key code

At the "Enter Product Keycode" screen, provide a product keycode for your BusinessObjects Metadata Management installation.
1. Enter a valid code in the Product Keycode field.
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Standard installation of Metadata Management on UNIX
Note:
You enter a single product keycode during Metadata Management installation. If you need to change the keycode after installation, use the "License Keys" management area of the Central Management Console (CMC).
2. Press Enter to continue the installation setup.
Related Topics
Updating the license key on page 88

To specify the CMS log on information

At the "BusinessObjects Enterprise Server Login" screen, specify connection information for the Central Management Server (CMS). If applicable, you also specify values for Secure Sockets Layer (SSL) options.
1. Specify the following connection information to log on to the Central
Management Server (CMS).
Installation for UNIX
5
CMS Hostname
DescriptionOption
Host name of the CMS (Central Management Server). This value is required. The default value is local
host.
If the CMS is not on the default port number 6400, specify a colon and the port number after the CMS name. For example, mycmsname:6408
The CMS is responsible for maintaining a database of information about your BusinessObjects Enter­prise system. The data stored by the CMS includes information about users and groups, security levels, BusinessObjects Enterprise content, and servers. For more information about the CMS, see Busines- sObjects Enterprise Administrator's Guide.
Note:
If you are installing the Remote Job Server, specify the CMS that you will use to configure and schedule integrator source runs.
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Installation for UNIX
5
Standard installation of Metadata Management on UNIX
Enable SSL
User name
DescriptionOption
If you use the Secure Sockets Layer (SSL) protocol for all network communication between clients and servers in your BusinessObjects Enterprise deploy­ment, select the Enable SSL. By default, this op­tion is not selected.
The CMS user name to connect to the CMS server.
The default value is Administrator.
Password
Authentication Type
2. If you selected Enable SSL, fill in the values for the following options on
the SSL screen:
SSL Certificates Folder
Server SSL Certificate File
SSL Trusted Certificate File
SSL Private Key File
SSL Private Key File Passphrase File
For more information, see "Configuring servers for SSL" in your BusinessObjects Enterprise Administrator's Guide.
3. Press Enter.
The "Select Features" screen displays.
The password to connect to the CMS server to register and run the Metadata Integrator.
The CMS authentication mode. The default value is
Enterprise. See the Business Objects Administra-
tor's Guide for available modes.

To select components to install

At the "Select Features" window, select or deselect Metadata Management components that you want to install on this computer.
1. Enter an X next to each component you want to select.
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Installation for UNIX
Standard installation of Metadata Management on UNIX
Note:
Only the following Metadata Management components can be installed on UNIX:
Metadata Management CMS Repository Objects - This component
displays if the CMS server is installed on this computer.
Web Application - This component displays if the Web application
server is installed with BusinessObjects Enterprise.
For a description of the components, see Choose components and
determine component distribution on page 73.
2. Press Enter.
If you selected the CMS Repository Objects component, the "Metadata Management Repository Database Type" screen displays.

To configure your Metadata Management repository

The "Metadata Management Repository Database Type " screen appears if you selected the CMS Repository Objects component.
1. Select the database type from the numbered list.
2. Press Enter to continue.
3. On the "Metadata Management Repository Information" screen, enter
the connection information for the database type.
4. Press Enter (this action also validates your input values).
The "Repository Status" screen appears.
5
5. The first time you run the installation program, the Repository status
window selects the Create a new repository option by default. The installation program will create the Metadata Management tables in the specified database.
If you run the installation program again and want to preserve the existing Metadata Management Repository, select Skip repository configuration. If you want to create a new repository (either in the same database or a new database), select Create a new repository.
6. Press Enter to continue with the installation setup.
The "Enter Web Application Server configuration" screen appears if your Web Application Server is Tomcat.
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Installation for UNIX
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Standard installation of Metadata Management on UNIX

To configure your existing Web application server

The " Enter Web Application Server configuration" screen appears if you selected the Web Application component.
As part of the installation setup, you provide information about the web application server that will work with your Metadata Management applications to perform administrative tasks on the Central Management Console or to view metadata relationships on the Metadata Management Explorer.
The Metadata Management installation program detects the web application server that your BusinessObjects Enterprise system is using on this computer. Therefore, most of the information is pre-populated in the fields on the " Enter Web Application Server configuration" screen. To properly install web components on your web application server, you must provide the password for your existing web application server.
1. If your web application server is Apache Tomcat, you must provide the
name of the current web application server instance (for example “localhost”) in the Instance field.
2. If your web application server is WebLogic, WebSphere, or Oracle
Application Server, you must provide the Admin password.
3. Press Enter to continue with the installation setup.

To start the installation

The "BusinessObjects Metadata Management Setup" screen is the final screen in the installation setup.
1. Review the components that will be installed and any associated settings.
2. If you want to make changes, pres Ctrl-B. All entries are retained; you
do not need to re-enter all the information.
Note:
If you are running the ./install.sh 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.
84 BusinessObjects Metadata Management User's Guide
3. Press Enter to start the installation process.
The "In Progress" screen shows the progress of copying the files.

Migration

When you install Metadata Management 12.0, you can migrate your Metadata Manager 11.x repository to Metadata Management 12.0 to preserve your existing metadata source definitions.
You can install version 12.0 on the same machine as version 11.7 if they do not share the Tomcat Web application server and do not share the repository.
Related Topics
Objects that migrate on page 85
To migrate a repository on page 86

Objects that migrate

Installation for UNIX
Migration
5
When you upgrade a Metadata Manager 11.x repository to Metadata Management 12.0, the following objects migrate to the Central Management Server (CMS) repository:
Metadata Integrator configurations
Configurations for Metadata Management utilties (compute the lineage
staging table and recreate the search index)
Schedules to run the Metadata Integrators and utilities
Annotations, custom attributes, and preferences that you defined in the previous version migrate to the Metadata Management 12.0 repository.
The following objects do not migrate:
Users – Metadata Management 12.0 uses the security services that
BusinessObjects Enterprise provides. Therefore, you must define and manage users of Metadata Management through the Central Management Console (CMC).
Log files from Metadata Integrator and utility runs – Metadata Management
12.0 uses the scheduling and file repositories that BusinessObjects Enterprise provides. Therefore, the logs are now managed as part of the instance of the scheduled run.
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Migration
Related Topics
To migrate a repository on page 86

To migrate a repository

Perform a migration of a Metadata Management repository from version 11.x to 12.0 on a computer that has BusinessObjects Enterprise XI 3 Central Management Server (CMS) installed.
1. Review Release Notes for the version of BusinessObjects Metadata
Management you will be installing.
2. Use your database backup utilities program to back up your existing
Metadata Management repository.
3. Start the installation setup.
For Windows, if you downloaded Metadata Management from
Electronic Software Delivery, open the Setup.exe file or Autorun.exe. Or, insert the BusinessObjects Metadata Management installation CD into your CD-ROM drive (if the installer does not automatically open, open Autorun.exe from the top level of the CD contents).
For UNIX, run ./install.sh.
4. On the "Welcome to the BusinessObjects Metadata Management
Installation Wizard" window, click Next.
5. Go through the following steps of a standard installation:
a.
To accept the license agreement on page 80
b.
To enter product key code on page 80
c.
To specify the CMS log on information on page 81
6. At the "Select Features" window, select the Metadata Management
InfoObjects component. You can select other components if you want to install them on this same computer.
The "Configure BusinessObjects Metadata Management Repository database" window appears.
7. Enter the following information to upgrade a Metadata Management 11.x
repository:
a. Select the database type from the Connection type drop-down list. b. Enter the connection information for the database type. c. Enter the user and password for the Metadata Management 11.x
repository.
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Migration
d. Click Next (this action also validates your input values).
8. The "Repository Status" window appears. The option selected by default
depends on the version of the repository you specified and the Metadata Management version you are installing.
a. If you specify an existing older version repository than the Metadata
Management version you are installing, the Repository status window displays the Upgrade repository option selected by default.
ActionSituation
You want to upgrade the Metadata Management repository and preserve the data.
You want to delete the existing Meta­data Management repository and create a new one in the same database.
Select Upgrade repository .
Select Create repository.
5
b. If you specify a repository that is the same version as the Metadata
Management version you are installing, the Repository status window displays the Skip repository configuration option selected by default.
ActionSituation
You want to keep the Metadata Management repository and pre­serve the data.
You want to delete the existing Metadata Management repository and create a new one in the same database.
BusinessObjects Metadata Management User's Guide 87
Select Skip repository configu- ration.
Select Create repository.
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5

Updating the license key

c. If you specify a repository that is a later version than the Metadata
Management version you are installing, the Repository status window displays the Create repository option selected by default.
Create repository is your only choice because the repository needs to match the Metadata Management version.
9. In the installation completed window, click OK.
Related Topics
Objects that migrate on page 85
Updating the license key
To update the Metadata Management license key code in the Central Management Console (CMC), you must have BusinessObjects Enterprise XI 3.0_HF1 installed.
Situations when you might need to update your license key code for Metadata Management include the following:
Update an expired key code
Upgrade from a trial version
Include additional features that you have purchased
To update the license key:
1. Go to the "License Keys" management area of the CMC.
2. If you are upgrading from a trial version of the product, be sure to delete
the Evaluation key prior to adding any new license keys or product activation keycodes.
a. From the list of key codes, select the Evaluation key code. b. Click Delete.
3. Type the new key in the Add Key field.
Note:
Key codes are case-sensitive.
4. If you are upgrading from a trial version of the product, be sure to delete
the Evaluation key prior to adding any new license keys or product activation keycodes.
5. Click Add.
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Uninstalling Metadata Management on UNIX

The key is added to the list.
Related Topics
To enter product key code on page 80
To enter user information and a product key code on page 48
Uninstalling Metadata Management on UNIX
To uninstall Metadata Management:
1. Go to the directory where BusinessObjects Enterprise is installed.
2. Run AddOrRemoveProducts.sh and select BusinessObjects Metadata
Management.
3. Press Enter.
Note:
After you uninstall Metadata Management, the log files for the integrator source runs and utility runs will not be deleted. These log files are located in the Business Objects installation directory in the following subdirectory
MetadataManager/MM/log.
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Uninstalling Metadata Management on UNIX
5
90 BusinessObjects Metadata Management User's Guide

Metadata Management Administration

6

Metadata Management Administration

6
Metadata Management administration
Metadata Management administration
BusinessObjects Metadata Management is a web application that extracts metadata about objects from different source systems and stores the metadata in a repository. Source systems include Business Intelligence, Data Modeling, Data Integration (BusinessObjects Data Services and BusinessObjects Data Federation), and Relational Database systems.
When you access Metadata Management as a user with Full Control access level on the Central Management Console of BusinessObjects Enterprise, you can perform the following tasks:
Ensure that the BusinessObjects Enterprise servers required to perform
Metadata Management tasks are enabled and running (see Managing
Metadata Management servers on page 94)
Configure integrator sources from which to collect metadata (see
Configuring sources for Metadata Integrators on page 107)
Run Integrators to collect metadata (see Running a Metadata Integrator on page 130)
View the status of Metadata Integrator collection jobs (see Viewing
integrator run progress and history on page 142)
Organize Metadata Integrator Sources into groups for relationship analysis
(see Grouping Metadata Integrator sources on page 144)
Manage user security of Metadata Integrator sources, source groups,
Metapedia, and Metadata Management utilities (see Managing security
in Metadata Management on page 96
Compute and store end-to-end impact and lineage information for
Reporting (see Computing and storing lineage information for reporting on page 147)
Manage the Metadata Management search indexes (see Running the
search index recreation utility on page 155)
View and edit the Metadata Management repository information (see
Viewing and editing repository information on page 156)
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Metadata Management Administration
Metadata Management administration

Accessing Metadata Management for administrative tasks

To access Metadata Management to perform administrative tasks, you must have Full Control access level on the Central Management Console (CMC) of BusinessObjects Enterprise.
1. Access the CMC in one of the following ways:
Type directly into your browser the name of the computer you are
accessing.
http://webserver:8080/CmcApp/
Replace webserver with the name of the web server machine. If you changed this default virtual directory on the web server, you need to type your URL accordingly. If necessary, change the default port number to the number you provided when you installed BusinessObjects Enterprise.
Select BusinessObjects Enterprise Central Management Console
from the program group on the Windows Start menu.
6
Start > Programs > BusinessObjects XI 3.0 > BusinessObjects Enterprise > BusinessObjects Enterprise Central Management Console.
2. Log on to the Central Management Console (CMC) of BusinessObjects
Enterprise with a valid administrator user name and password or a user name that has Full Control access level on the Central Management Console of BusinessObjects Enterprise.
For details, see "To log on to the CMC from your browser" in the BusinessObjects Enterprise Administrator's Guide.
3. On the CMC Home page, access Metadata Management in one of the
following ways:
Click the Metadata Management link under the "Organize" area.
Click the Metadata Management tab on the left of your screen.
Select the Metadata Management option from the drop-down list at
the top of the CMC Home page.
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Metadata Management Administration
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Metadata Management administration
These various links to Metadata Management are circled in the following screen shot of the CMC Home page.
Related Topics
Accessing Metadata Management Explorer on page 159

Managing Metadata Management servers

The appropriate BusinessObjects Enterprise servers must be running and enabled to perform the Management Management tasks. The following table
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Metadata Management Administration
Metadata Management administration
shows the required BusinessObjects Enterprise servers to perform each Management Management tasks.
Table 6-1: Servers required to perform Metadata Management tasks
Metadata Management task
6
Server name
Adaptive Pro­cessing Serv­er
Central Man­agement Server
Input File Repository
Metadata Management Job Server
Output FiIe Repository
Crystal Re­ports Applica­tion Server
Run Busines­sObjects Enter­prise Metadata Integrator
Run other Metadata In­tegrator
Run Report Lineage or Search Index utility
Search on Metadata Management Explorer
YesYesYesYes
YesYesYesYes
YesYesYesYes
NoYesYesYes
NoYesYesYes
NoNoNoYes
Desktop Intel­ligence Re­port Server
Web Intelli­gence Report Server
NoNoNoYes
NoNoNoYes
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Metadata Management administration
Related Topics
To ensure that the servers for Metadata Management are running on
page 96
To ensure that the servers for Metadata Management are running
1. From the CMC Home page, go to the "Servers" management area.
The Servers List includes the following columns for each server in the list:
A State column that provides the status for the server.
An Enabled column that indicates whether the server is enabled or
disabled.
2. Verify that the servers required for Metadata Management have the values
"Running" and "Enabled" in these columns.
3. If a required server is not running or enabled, do the following:
a. Select the server name from the list. b. Open the Actions drop-down menu and select Start Server or Enable
Server.
Related Topics
Managing Metadata Management servers on page 94

Managing security in Metadata Management

Metadata Management uses the security services that BusinessObjects Enterprise provides.
You use BusinessObjects Enterprise security to create users and authorizes user access for the following Metadata Management objects:
Metadata Management application
Integrator Sources
Source Groups
Metapedia
The CMS manages security information, such as user accounts, group memberships, and object rights that define user and group privileges. When
96 BusinessObjects Metadata Management User's Guide
a user attempts an action on a Metadata Management object, the CMS authorizes the action only after it verifies that the user's account or group membership has sufficient privileges.
Related Topics
Users and groups on page 97
Access levels for Metadata Management tasks on page 98
Users and groups
When you set up your system, the CMS allows you to create user accounts and groups within BusinessObjects Enterprise, or reuse existing user accounts and groups that are stored in a third-party system, such as LDAP or Windows Active Directory (AD). The CMS supports third-party authentication, so users can log on to BusinessObjects Enterprise with their current LDAP, or Windows AD credentials.
BusinessObjects Enterprise provides the following default groups:
name
Metadata Management Administration
Metadata Management administration
DescriptionDefault group
6
Administrator
Everyone
You might want to create Metadata Management groups, as the following table describes.
Members of this group have Full Control access level on Metadata Management administrative and Explorer tasks. By default, the Administrator group contains only the Administrator user.
Members of this group have only the View access level on Metadata Management administrative and Explorer tasks. Each user is a member of the Everyone group.
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Table 6-2: Suggested Metadata Management groups
DescriptionGroup
Metadata Manage­ment Administrator
Metadata Manage­ment Operator
Metadata Manage­ment Data Stew­ard
Metadata Manage­ment Power user
Metadata Manage­ment User
Related Topics
Can perform all Metadata Management administrative and Explorer tasks because members of this group have Full Control access level on Metadata Management folder.
Can run and schedule Metadata Integrators.
Can create custom metadata, edit values of custom at­tributes and define Metapedia categories and terms. Members of this group have Full Control access level on the Metapedia folder.
Can define and edit annotations, custom attributes, and their values in the Metadata Management Explorer.
Can only view metadata in the Metadata Management Ex­plorer.
Access levels for Metadata Management tasks on page 98
Access levels for Metadata Management tasks
Access levels are groups of rights that users frequently need. These groups allow administrators to set common security levels quickly and uniformly rather than require that individual rights be set one by one.
BusinessObjects Enterprise provides predefined access levels that are based on a model of increasing rights. Beginning with View and ending with Full Control, each access level builds upon the rights granted by the previous level. By default, the Administrator group has Full Control access level and the Everyone group has View access level.
The following table describes the default rights for each access level.
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Metadata Management administration
RightsAccess level
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View
Schedule
Full Control
View objects
View instances
View objects
Edit objects
Schedule documents
Reschedule documents
View instances
Delete instances
Pause and resume document instances
Add objects
View objects
Edit objects
Modify rights
Delete objects
Schedule documents
Reschedule documents
View instances
Delete instances
Pause and resume document instances
You can also create and customize your own access levels, which can greatly reduce administrative and maintenance costs associated with security.
Related Topics
Type-specific rights for Metadata Management objects on page 99
"Working with access levels" in the BusinessObjects Enterprise
Administrator's Guide.
Type-specific rights for Metadata Management objects
Type-specific rights affect only specific object types, such as integrator sources or Metapedia objects. The following tables describe the Metadata Management administration and Explorer tasks that are allowed for each type-specific right.
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Metadata Management administration
Note:
You must be part of the Administrator group to perform any actions in the "Applications" area of the CMC. Because actions on the Metadata Management utilities and repository are in the "Applications" area, you must be part of the Administrator group to do the following tasks:
Configure, run, modify, or delete Metadata Management utilities
Change the user name and password for the Metadata Management
repository
Table 6-3: Metadata Management administration tasks allowed for each right
Metadata Management object
Metadata Management folder
Integrator Sources fold­er
Source Groups folder
View ob­jects
Edit ob­jects
Modify rights
View ob­jects
Add ob­jects
View ob­jects
Add ob­jects
Administration tasks allowedRight
Access the Metadata Management
area of the Central Management Console
Access Metadata Management in
the Application area of the Central Management Console
Change limits for integrator source runs
Manage user security for Metadata Management
View integrator sources, their run histo­ry, their logs, and so on.
Create new integrator sources
View source groups
Create new source groups
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