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
To perform a silent-mode installation.................................................132
6Data Services Installation Guide for Windows
Contents
To install using the command line......................................................133
Index137
Data Services Installation Guide for Windows7
Contents
8Data Services Installation Guide for Windows
Preparing to Install Data
Services
1
Preparing to Install Data Services
1
Pre-installation overview
Pre-installation overview
BusinessObjects Data Services provides an open and flexible architecture
that supports a multitude of deployment and configuration scenarios. Before
you install BusinessObjects Data Services you should:
•Ensure that that your network and systems meet the basic requirements
for a BusinessObjects Data Services installation.
•Obtain the BusinessObjects Data Services software by electronic
download or on CD/DVD, as well as any required licensing keycodes.
•
Review the BusinessObjects Data Services Release Notes and the Data
Services Architecture section of the BusinessObjects Data ServicesGetting Started Guide.
•Ensure that the user who will run the installation setup program has
adequate permissions to complete the installation tasks.
•Decide which BusinessObjects Data Services components to install and
which of your own components to integrate.
•Determine where the components should be installed and consider how
you should prepare your infrastructure and set up your environment,
including server locations.
•If you are using an existing database server, create a database instance
if you want to configure a repository during Data Services installation.
•Check available port assignments and verify that all machines that will
be part of your BusinessObjects Data Services deployment have the
required network access to each other.
•Decide whether you want to take advantage of Windows clustering
fail-over support which attempts to automatically restart your Data Services
services in the event of a hardware or Windows software failure.
•Choose an installation method.
The following sections list the core software and system requirements, the
choices available to you within the core requirements, and the install methods
available to you for installing BusinessObjects Data Services.
Related Topics
•Getting Started Guide: Data Sevices Architecture
•System requirements on page 11
•Network requirements on page 11
•User permissions for installing Data Services on page 12
•Choose components and determine component distribution on page 13
10Data Services Installation Guide for Windows
•Create a database for each repository on page 17
•Check port assignments on page 18
•Create a Windows cluster on page 20
System requirements
For a detailed list of supported environments and hardware requirements,
see the Platforms Availability Report available on the Business Objects
support site: http://support.businessobjects.com/documentation/support
ed_platforms. This document includes specific version and patch-level
requirements for databases, applications, web application servers, web
browsers, and operating systems.
Generally, the following components must be preinstalled and configured
correctly before you can install BusinessObjects Data Services:
•Web application server (unless you want to use the Tomcat installation
packaged with Business Objects products, or you do not want to install
the Web Tier components)
•Database software that is compatible with the Data Services repository
(unless you want to use the MySQL installation packaged with the Data
Services installer).
Preparing to Install Data Services
Pre-installation overview
1
Note: Only the database client tools or middleware needs to be installed
on the Data Services server; the database server itself can reside on a
separate physical machine accessible by network from the Data Services
server.
Note: For the repository, BusinessObjects Data Services requires a database
that stores metadata about all objects created with the Data Services
Designer. For best Designer performance, Business Objects recommends
that the repository database server and the Designer computer reside in the
same network.
Network requirements
When installing BusinessObjects Data Services on multiple machines, you
must ensure that each machine can communicate over TCP/IP with the
machine running the database that contains the repository.
Data Services Installation Guide for Windows11
Preparing to Install Data Services
1
Pre-installation overview
Client components, such as the Data Services Designer, require network
access to the Data Services Job Server(s).
Note: If your servers are firewalled, you may need to open the necessary
ports to allow the Data Services client components to communicate with the
servers.
User permissions for installing Data Services
To successfully install BusinessObjects Data Services on Windows, the user
running the setup program must have the permissions listed in the table
below.
Required permissionsCategory
Administrative privileges on the local machine.Operating Sys-
tem
Network
Database
Web application server
Note:
•The following scenarios are not supported:
•Installing on a domain controller.
•Installing on a machine where the Windows default security settings
given to the local Administrators group have been modified.
•To run the Data Services Designer, a user requires both read and write
access to the Data Services installation folder. If you choose to install in
the default Program Files folder, regular users do not have write access.
Choose another installation directory or assign the Designer user write
access to LINK_DIR.
TCP/IP access to all machines where you want to install components — all specified ports must be available.
Rights to add and drop tables to and from the database, plus
rights to read, write, and edit table rows.
It is recommended that you use the same user account for installing BusinessObjects Data Services and your web application server.
12Data Services Installation Guide for Windows
Preparing to Install Data Services
Pre-installation overview
Choose components and determine component
distribution
You may choose to upgrade or install components on one or more computers
based on available resources and amount of system traffic.
Note: You must install the Designer on a supported Windows platform. You
can install the other components on Windows, UNIX, or Linux platforms.
The installation program can install multiple Data Services feature categories.
DescriptionComponentFeature category
Executes batch Data Services jobs.Job Server
Provides real-time access to Data Ser-
Access Server
vices, routes real-time messages to the
appropriate real-time interface.
1
Server Components
Client Components
Technology Interfaces
Metadata Integrator
Designer
Repository Manager
Provides access to techologies such as
JMS (Java Messaging System) and
Salesforce.com.
Collects metadata from a BusinessObjects Enterprise system for impact and
lineage analysis in the Data Services
Management Console.
Graphical user interface that is used to
design and test all Data Services jobs.
Creates and manages all types of Data
Services repositories (local, central,
profiler, and Global Parsing Option).
Data Services Installation Guide for Windows13
Preparing to Install Data Services
1
Pre-installation overview
Tomcat application server
(optional)
DescriptionComponentFeature category
Web application server that can be used
to deploy BusinessObjects applications.
You can also use your own existing web
application server.
Web Tier Components
Message Client
Components
Documentation
Components
For complete description of the components and how they interact, see "Data
Services Architecture" in the BusinessObjects Data Services Getting StartedGuide.
Note: You can configure several Job Server and Access Server instances
from one Job Server or Access Server installation. Configure Job Server and
Access Server instances using the Server Manager.
You can install Data Services components on one or more computers based
on available resources and the amount of traffic the system processes. Before
installing Data Services components, consider the following:
•A local repository connects a Data Services Designer with a Data Services
Web application that manages the Data
Services environment (monitors, executes, and schedules jobs), as well as
Management Console
metadata reporting (auto-documentation, Validation and Operational dashboards, Data Quality reports, and impact
and lineage analysis).
Message Client SDK that other applications can use to integrate with real-time
Data Services jobs.
Data Services product documentation.
Job Server. You can install a Job Server on the same computer as the
repository, on a stand-alone computer (with repository database client
software), or on the same computer as a Data Services Designer.
•Any Data Services Designer can access any local repository and Data
Services Job Server. Multiple Data Services Designers cannot
simultaneously access the same local repository. Simultaneous access
14Data Services Installation Guide for Windows
Preparing to Install Data Services
Pre-installation overview
risks metadata corruption in the repository. Also, you cannot link Data
Services Designer to more than one local repository at any given time.
•Install database client software on the computer containing the Job Server
to support the repository associated with that Job Server. For example,
if the repository associated with a Job Server named "oradev" is an Oracle
database, then Oracle client software must be installed and configured
on the computer containing the "oradev" Job Server.
The following diagram depicts a simple distribution of Data Services
components among computers in a network. Note that you can install each
Data Services component on one or more computers. Also note that there
are many possible connections between Data Services components. Each
box in the diagram represents a different computer.
1
Data Services Installation Guide for Windows15
Preparing to Install Data Services
1
Pre-installation overview
16Data Services Installation Guide for Windows
You can install the Data Services Management Console on any computer
with or without other Data Services components. It is Java-based. You have
the choice to use the packaged Tomcat server, or use a previously installed
application server.
Note: If BusinessObjects Enterprise is installed on the same machine with
the BusinessObjects Enterprise-packaged Tomcat application server, the
installer will detect the existing Tomcat instance and share it with
BusinessObjects Data Services instead of installing a new instance.
Related Topics
•Getting Started Guide: Data Services Architecture
•Getting Started Guide: Data Services distributed architecture
Create a database for each repository
Data Services uses four types of repositories:
•Local — working repositories where you create and modify applications.
•Central — supports multi-user development and allows for check-in and
check-out. Also provides versioning to keep and allow restore for several
versions for the same object.
•Profiler — stores profiling metadata when the built-in Data Services profiler
is configured.
•Global Parsing Option — stores dictionaries for the Global Parsing Options
used by Data Cleanse transforms.
Preparing to Install Data Services
Pre-installation overview
1
You associate each Job Server with one or more local repositories. There
is no relationship between central repositories and Job Servers.
Create local repositories before you install each Job Server, or configure
them after you install Job Servers by using the Repository Manager.
•To set up a single-user development environment, create a database for
the local repository.
•To set up a multi-user development environment, create databases for
each local repository (one per user) and a database for the central
repository.
•Multiple Designers can share the same Global Parsing Option repository.
•Multiple Designers can share the same profiler and profiler repository.
Data Services Installation Guide for Windows17
Preparing to Install Data Services
1
Pre-installation overview
Related Topics
•Repository database requirements and preparation on page 22
•Using the Repository Manager on page 72
•Advanced Development Guide: Multi-user development
Check port assignments
Verify that all ports to be used by Data Services components are available
and not in use by other programs on each computer.
For a development system, you can install many components on the same
computer. This simplifies many connections between components (the host
name is always the same), but you must still define connections based on
TCP/IP protocol.
Note: If you choose to set ports manually during installation, verify that the
ports you specify are available. The following example configuration diagram
shows default port numbers, as well as the packaged Tomcat installation.
Default ports for other web application servers may differ.
18Data Services Installation Guide for Windows
Component
Job Server
This table details Data Services default ports:
Preparing to Install Data Services
Pre-installation overview
To setDefaultDescriptionPort
1
Job Server port or
TCP/IP port
Adapter/SNMP
communication
port
Packaged Tomcat Application Server
HTTP port
Shutdown port
Access Server
Communication
port
Receives commands from
Designer, Access Server,
and schedulers.
Receives commands and
sends data to adapters.
Supports communication between web browsers and the
management console.
The Tomcat service uses this
port to start and shutdown
the Web Server which supports the Management Console.
Receives and sends messages from clients and services
28080
28005
Use Server Manager3500
Use Server Manager4001
Tomcat conf\server.xml
Tomcat conf\server.xml
Use Server Manager4000
Designer
Interactive Debugger port
Address Server
Supports communication for
the debugging feature
Data Services Installation Guide for Windows19
5001
ChooseTools > Options
in the Designer.
Preparing to Install Data Services
1
Pre-installation overview
Component
To setDefaultDescriptionPort
Control port
Application port
Supports communication for
the Address Server
Supports communication for
the Address Server
Check network connections
Before you install Data Services components, check the computers involved
and verify network connections by executing the ping command on each
computer.
For example, if the Designer will be on a Windows computer and your Job
Server will be on a UNIX computer, from the Windows computer open the
DOS prompt and enter:
C:\> ping hostname
where hostname is the host name of the UNIX computer.
Then from the UNIX computer, log in as root and from the prompt, enter:
where hostname is the host name of the Windows computer.
Create a Windows cluster
To take advantage of fail-over support for Data Services services in a
Windows Clustering Environment, you must create a Windows cluster before
you install Data Services (refer to your Microsoft documentation for details).
If you choose this option, in the event of a hardware failure or Windows
20Data Services Installation Guide for Windows
Preparing to Install Data Services
Pre-installation overview
software failure, the Windows Cluster Manager will attempt to restart your
Data Services services.
After you create a Windows cluster:
1. Install Data Services on a shared drive from the first cluster computer.
2. After you install Data Services, create a new resource for the Data
Services service as a Generic Service.
a. Open the Cluster Administrator.
b. Under Active Resources, add a new resource. Enter a Name,
Description and choose Generic Service for the Resource Type.
c. Configure resource dependencies. Since Data Services is a Generic
Service, it requires a file share, IP address, Network Name, and
available physical disk resources.
d. Configure Generic Service Parameters. Enter DI_JOBSERVICE as
the Service name.
3. Create a new resource for the Data Services Web Server Service as a
Generic Service. (If you did not install the Data Services Management
Console, skip this step.)
a. Under Active Resources, add a new resource. Enter a Name,
Description and choose Generic Service for the Resource Type.
b. Configure Generic Service Parameters. Enter DataServicesWebServer
as the Service name and click to select the Use Network Name forcomputer name option.
1
4. Run the Data Services cluster install utility (js_cluster_install.exe
located in the bin directory of your Data Services installation) on the other
cluster computers to populate them with the Data Services service-related
information.
a. Copy the js_cluster_install.exe and bodi_cluster_conf.txt
files from the Data Services bin directory on your primary cluster
computer.
b. Paste these files to each non-primary cluster computer and run the
following commands to install the Data Services Service and Data
Services Web Server Service, and to replicate the shortcuts set up on
the primary cluster computer:
js_cluster_install.exe -install if using system account
js_cluster_install.exe -install -Uuser -Ppasswd -Ddomain
when not using system account on primary node
js_cluster_install.exe -remove
Data Services Installation Guide for Windows21
Preparing to Install Data Services
1
Repository database requirements and preparation
c. Data Services components will use a Cluster Network Name to
communicate with other Data Services components over your network.
Open the Data Services Server Manager, enter the Cluster Network
Name and click Apply.
Note: If Job Servers are already configured before you enter the
Cluster Network Name, the Server Manager will prompt you to enter
a password for each currently configured repository associated with
each configured Job Server.
d. Click Restart.
Related Topics
•Beginning your installation on page 36
Repository database requirements and
preparation
BusinessObjects Data Services stores your design metadata for source and
target tables as well as database functions and definitions of built-in Data
Services objects in database tables. This set of database tables is called the
Data Services repository.
You can create one repository during installation. If you want to create a
repository in an existing database, you must create space for the repository
before you run the Data Services installation program. The Data Services
installation program connects to the repository and populates it.
A Data Services repository requires a minimum of 20 MB of free disk space
on the database server.
The following sections detail required settings for:
•IBM DB2
•Microsoft SQL Server
•MySQL
•Oracle
•Sybase ASE
Before you install BusinessObjects Data Services, you should review this
information in order to properly prepare your repository database.
22Data Services Installation Guide for Windows
Preparing to Install Data Services
Repository database requirements and preparation
Note: You can also choose to skip creating a repository during installation,
and use the Repository Manager to create it at a later time.
Note: If you want to use multi-byte metadata, such as Japanese column
names on imported tables or multi-byte data in Data Quality reports, your
database must be configured to use Unicode character encoding, such as
UTF-8.
Related Topics
•Using the Repository Manager on page 72
Installing MySQL as the repository database
MySQL database server is an open-source database that provides local data
storage. The BusinessObjects Data Services setup program can install and
configure MySQL as the database server for a BusinessObjects Data Services
installation. If you already have MySQL installed, the installation program
can be used to configure the repository database using your existing database
engine.
1
Note:
•The packaged MySQL database can be used only to store the different
Data Services repository tables. You are not allowed to store your own
data (datamart, data warehouse) in this MySQL instance.
•If you choose to use the packaged MySQL installation, the database
server is uninstalled if you uninstall Data Services. Back up the Data
Services repository with the MySQL admininstration tools if you want to
uninstall Data Services before upgrading to a new version.
MySQL installation details
Data Services installation setup creates a new MySQL installation with the
following details:
ValueProperty
DataServicesODBC datasource name
DataServicesMySQL schema name
BOE120MySQLMySQL service name
Data Services Installation Guide for Windows23
Preparing to Install Data Services
1
Repository database requirements and preparation
Note: The TCP/IP port number, the root user password, and the username
and password for the account that owns the MySQL schema can be
configured during installation setup.
The MySQL administration tools are also installed to the MySqlAdmin5 folder
at the same level as LINK_DIR. To start or stop the MySQL service, you can
use the installed MySQL administration tools or the "Services" panel located
in the "Administrative Tools" section of the Windows Control Panel.
For more information about administering the MySQL installation, refer to
the MySQL documentation at http://dev.mysql.com/doc/index.html.
To set up a database account for BusinessObjects
Data Services
To administer the repository database, you need to set up a database
account. If you choose to install MySQL as part of your BusinessObjects
Data Services installation, you are prompted during installation to set up this
account. If you plan to use your own database, you should complete the
steps listed below before you install BusinessObjects Data Services.
1. Create or select a user account that provides BusinessObjects Data
Services with the appropriate privileges to your database server.
2. Verify that you can log on to your database and carry out administrative
tasks using this account.
Setting up an empty database for the repository
If you want to use an existing database server, you must create a new
database on your database server before you install BusinessObjects Data
Services.
The following database servers are supported for the repository database:
•IBM DB2
•Microsoft SQL Server
•MySQL
•Oracle
•Sybase ASE
24Data Services Installation Guide for Windows
Preparing to Install Data Services
Repository database requirements and preparation
Note: For information related to supported database software and version
requirements, review the online BusinessObjects Data Services supported
platforms document: http://support.businessobjects.com/documentation/sup
ported_platforms
To use your existing database with BusinessObjects Services, you need to
prepare it.
1. Create a new database.
2. Create a new user account and password for the database — to be used
by BusinessObjects Data Services.
3. Specify that the new user account has required permissions to create,
modify, and delete tables and create procedures so that the database
can be modified as required.
4. Record the name of the database, the user account, and the password
when you run the BusinessObjects Data Services installation setup
program.
During the installation setup, you can choose to reinitialize the existing
database. This will cause new tables to be created in your existing database
to store BusinessObjects Data Services data. If you are unsure of the
procedure for creating a new database, consult your specific database server
documentation.
1
Note: If you have an existing Data Services or Data Integrator repository,
you can upgrade the repository during installation or use the Data Services
Repository Manager to upgrade it after installation. If you have an existing
Data Quality repository, create a new Data Services repository and see the
Data Services Migration Considerations.
32-bit and 64-bit notes
Data Services 32-bit and 64-bit applications are supported on a variety of
operating systems. When you use a database client with the Data Services
32-bit application, the 32-bit database client libraries must be installed and
referenced in the library paths.
For example, the default installation of the Oracle 64-bit client includes
installation of the 32-bit client. For non-standard installations, these libraries
must be specified as part of the installation. After installation, the libraries
should be in the $ORACLE_HOME\lib32 directory.
Data Services Installation Guide for Windows25
Preparing to Install Data Services
1
Repository database requirements and preparation
If these 32-bit libraries are not present, you receive an error message stating
that Data Services cannot load the client library. Examples of error messages
include:
(5.2) 02-05-02 14:55:23 (E) (26797:0001) CON-120103: System
call <dlopen> to load and initialize functions failed for
<libclntsh.a>. Make sure the SHARED LIBRARY is installed and
resides in the correct location.
\(5.2) 02-05-02 14:55:23 (E) (26797:0001) REP-100108: Cannot
perform operation on Repository<Default Repository> because a
connection to the repository was never opened. A connection
must be opened to the repository before performing any opera
tion.
When you use a database client with the Data Services 64-bit application,
the 64-bit client libraries must be installed and referenced in the library paths.
Related Topics
•DB2 database setup requirements on page 26
•Microsoft SQL Server database setup requirements on page 27
•MySQL database setup requirements on page 27
•Oracle database setup requirements on page 28
•Sybase database setup requirements on page 29
DB2 database setup requirements
A local or central Data Services repository requires that you create a
dedicated database and define a user with the rights:
•To create a table
•To start a session
•To create a sequence
Install the DB2 Application Enabler software and use DB2 Control Center
and DB2 Script Center to verify the connection between the Designer
computer and the Data Services repository computer.
When the database is created, you need to prepare it for the BusinessObjects
Data Services installation.
Related Topics
•To prepare your database on page 29
26Data Services Installation Guide for Windows
Preparing to Install Data Services
Repository database requirements and preparation
Microsoft SQL Server database setup requirements
When you create a repository on Microsoft SQL Server, choose between
Windows authentication (by selecting the check box) or Microsoft SQL Server
authentication (by completing the Microsoft SQL Server user name and
password fields):
•Windows authentication — Microsoft SQL Server validates the login
account name and password using information from the Windows
operating system.
•Microsoft SQL Server authentication — Microsoft SQL Server
authenticates the existing Microsoft SQL Server login account name and
password.
When the database is created, you need to prepare it for the BusinessObjects
Data Services installation.
Related Topics
•To prepare your database on page 29
1
MySQL database setup requirements
When you create a repository on MySQL, you must supply the following
information in order to log in to the Repository Manager and the Designer
later:
•ODBC (MySQL) Data Source Name
•Username
•Password
The ODBC name is either the user Data Source Name (DSN), or the system
DSN.
Note: ODBC driver version 3.51.22 is recommended for use with MySQL.
If you select the option to install and configure MySQL that is supplied with
your installation, the installation creates a MySQL database with the default
settings for the repository database.
When the database is created, you need to prepare it for the BusinessObjects
Data Services installation.
Data Services Installation Guide for Windows27
Preparing to Install Data Services
1
Repository database requirements and preparation
Caution: If you provide the password when creating an ODBC data source,
users will be able to log into the Data Services Designer without specifying
a password. If you choose to install the packaged MySQL server, the
password is automatically specified for the ODBC data source, and anyone
with a valid username can access the Data Services Designer without
specifying a password.
Related Topics
•To prepare your database on page 29
Oracle database setup requirements
A local or central Data Services repository requires that you create a
dedicated database and define a user with the rights:
•To create a table
•To start a session
•To create a sequence
Grant the user the connect and resource roles. For Oracle 10G/R2, also
grant the create view role.
Install the Oracle client software and use SQL*Plus to verify the connection
between the Designer computer and the Data Services repository.
Note: To store multi-byte characters in a Data Services repository table
when the repository is on an Oracle database, you must change the Oracle
database character set to a code page that supports the multi-byte language
that you plan to use or you risk corrupting your metadata. For example, to
store Japanese characters, change the Oracle database character set to
either SHIFT_JIS or UTF8.
When the database is created, you need to prepare it for the BusinessObjects
Data Services installation.
Related Topics
•To prepare your database on page 29
28Data Services Installation Guide for Windows
Repository database requirements and preparation
Sybase database setup requirements
A local or central Data Services repository requires that you create a
dedicated database and define a user.
Note: For UNIX Job Servers, when logging in to a Sybase repository in the
Designer, the case you type for the database server name must match the
associated case in the SYBASE_Home\interfaces file. If the case does not
match, you might receive an error because the Job Server cannot
communicate with the repository.
If you are using both Sybase and Microsoft SQL Server on a Windows
platform, ensure the Sybase path precedes the Microsoft SQL Server path
in the environment variables %PATH% statement.
When the database is created, you need to prepare it for the BusinessObjects
Data Services installation.
Related Topics
•To prepare your database on page 29
Preparing to Install Data Services
1
To prepare your database
1. Create a new, empty database on your database server.
2. Create a new user and assign it a secure password.
3. Ensure that the new account has permission to create, modify, delete
tables and create procedures so that BusinessObjects Data Services can
modify the database as required.
Note: If you are not the owner of the database, you must have
permissions to perform the necessary operations.
4. Ensure the following are set up before you begin your installation:
Information requiredDatabase type
DB2 database aliasDB2
Database nameMicrosoft SQL Server
Data Services Installation Guide for Windows29
Preparing to Install Data Services
1
Repository database requirements and preparation
Information requiredDatabase type
ODBC datasource nameMySQL
tnsnames connect identifierOracle
Sybase ASE
Note: The Sybase server name is a combination of the host name and
the port number which is set by your database administrator in the file
sql.ini.
5. Record these details because you are required to provide them during
installation:
•The name of your database, ODBC datasource name, Sybase server
name, Oracle tnsnames connect identifier, or DB2 database alias.
•The user account and the password authorized to the database.
For information on how to create a new database, consult your database
server documentation or your database administrator.
Related Topics
•DB2 database setup requirements on page 26
•Microsoft SQL Server database setup requirements on page 27
•MySQL database setup requirements on page 27
•Oracle database setup requirements on page 28
•Sybase database setup requirements on page 29
Sybase server name
Database name
30Data Services Installation Guide for Windows
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