3 Setting Up Oracle Business Intelligence Applications

This chapter explains how to install and deploy Oracle BI Applications into a single BI domain with the WebLogic Administration Server and Managed Server in the same domain home, after exiting Oracle Fusion Applications Provisioning.

This chapter contains the following sections:

3.1 Roadmap for Installing, Setting Up, and Upgrading Oracle BI Applications

Do one of the following:

3.1.1 High-level Tasks for Setting Up Oracle BI Applications

To install and set up Oracle BI Applications, you must complete the following tasks, in order. Each high-level task breaks down into a list of detailed steps.

Tip : Before you begin, obtain the BI repository and BI Domain details from the team that installed Oracle Fusion Applications, as described in Section 3.2, "Before You Set Up Oracle BI Applications.".

  1. Create databases for Oracle Business Analytics Warehouse, DAC Repository, Informatica Domain, and Informatica Repository, as described in Section 3.4.1, "Setup Step: Create Required Databases."
  2. Create the following schemas using RCU:
  3. Apply all required Oracle BI Applications patches for this release, as described in Section 3.4.3, "Setup Step: Apply Patches.".
  4. Install and configure Informatica PowerCenter Client tools, as described in Section 3.4.4, "Setup Step: Installing Informatica PowerCenter Client Tools (Windows).".
  5. Create a user for running ETL, as described in Section 3.4.5, "Setup Step: Create a User for ETL."
  6. Grant user access to Oracle BI Applications components, as described in Section 3.4.6, "Setup Step: Grant User Access to Oracle BI Applications Components."
  7. Install DAC Client on a Windows-based machine where the Informatica PowerCenter Client Tools are installed, as described in Section 3.4.7, "Setup Step: Install and Set Up DAC Client."
  8. Install and configure Oracle BI Applications components, as follows:
  9. Create an ODBC DSN to BI Server, as described in Section 3.4.10, "Setup Step: Create an ODBC DSN to the Oracle BI Server.".
  10. Start or re-start the following components:
  11. (For UNIX environments) Validate the Oracle BI Applications component configuration as described in Section 3.4.12, "Setup Step: Validate the Oracle BI Applications Component Configuration".
  12. Set up Informatica Client tools to access the Informatica Domain and Repository, as described in Section 3.4.13, "Setup Step: Accessing the Informatica Domain and Repository from Informatica Client Tools".
  13. Install the Oracle BI Administration Tool, as described in Section 3.4.14, "Setup Step: Install Oracle BI Administration Tool."
  14. Restore the 'full' metadata repository for Oracle BI Applications, as described in Section 3.4.15, "Restore the BI Metadata Repository File for Oracle BI Applications."
  15. Configure Oracle HTTP Server, as described in Section 3.4.16, "Setup Step: Configure Oracle HTTP Server."
  16. Configure single sign-on (SSO) for Oracle BI Applications Configuration Manager and Functional Setup Manager, as described in Section 3.4.17, "Setup Step: Configure SSO and Portlet Provider for Oracle BI Applications Configuration Manager and Functional Setup Manager."
  17. Use Oracle BI Applications Configuration Manager to do the following:
    1. Enable Offerings that you have purchased, as described in Section 3.4.18, "Setup Step: Enable Offerings for Deployment."
    2. Set languages for data load, as described in Section 3.4.19, "Setup Step: Set Languages for Data Load."
    3. Edit Preferred Currency Display Names, as described in Section 3.4.20, "Setup Step: Editing Preferred Currency Display Names."

    After you complete the setup tasks described above, Oracle BI Applications is ready for functional configuration, which is accomplished using Oracle BI Applications Configuration Manager and Functional Setup Manager. To enable functional configuration, you must provide the Oracle BI Applications Configuration Manager URL to your Implementation Managers and Functional Developers. To understand the process to functionally configure Oracle BI Applications, see Part II, "Functional Configuration for Oracle Business Intelligence Applications".

    After functional configuration is complete, your environment is ready for ETL and data-load into Oracle Business Analytics Warehouse. Data Load is performed using DAC and Informatica PowerCenter. Furthermore, after Oracle BI Applications reports and dashboards have been tested and the data validated, the Oracle BI Applications System Administrator will need to inform the Fusion Applications Administrator to enable the appropriate embedded reports and dashboard (ADR) regions in Fusion Applications. The ADR regions are enabled using Functional Setup Manager for Fusion Applications.

    3.2 Before You Set Up Oracle BI Applications

    Before You Begin

    Before you can begin to set up Oracle Business Intelligence Applications, you need to obtain the following three values from the team who installed Oracle Fusion Applications:

    Obtaining the Oracle BI Repository and Host Name

    Two Oracle Fusion Applications provisioning screens impact Oracle Business Intelligence Applications. Before you complete the setup tasks for Oracle Business Intelligence Applications, consult with the team who installed Oracle Fusion Applications to obtain the values for Host and RPD password .

    Obtaining the Location of the Oracle BI Domain

    At the conclusion of the Oracle Fusion Applications provisioning process for Oracle Business Intelligence, the following entities are available:

    The resulting environment is referred to as the "Business Intelligence domain" or "BI Domain." Consult with the team who installed Oracle Fusion Applications for the location of the BI Domain.

    The following default values are used:

    Before you set up Oracle BI Applications, do the following:

    After you complete the tasks listed above, proceed to Section 3.4, "Tasks for Setting Up Oracle BI Applications" for detailed instructions on how to set up Oracle BI Applications.

    3.3 Overview of Setting Up Oracle BI Applications

    This section provides an overview for setting up Oracle BI Applications, and includes the following topics:

    3.3.1 About Setting Up Oracle BI Applications

    Oracle Business Intelligence Enterprise Edition is installed and provisioned as part of the Fusion Applications installation and provisioning process. The BI Provisioning step creates a WebLogic domain, the BI Web application (J2EE) components, and the BI Server and BI Presentation Services, which are deployed on the machine that hosts the BI Domain.

    Warehouse Component Deployment Assistant ( WCA) is a script that you use to install and configure a number of components for Oracle BI Applications in UNIX environments. For example, WCA installs Informatica PowerCenter Services, and configures a Repository Service and an Integration Service. For a complete list of components that are configured by WCA, see Section A.6, "About Warehouse Component Deployment Assistant (WCA)."

    WCA is not supported on Windows environments, therefore you must configure components manually by following the steps in Section 3.4.9, "Setup Step: Manually Configure Oracle BI Applications Components in a Windows Environment.".

    The following Oracle Business Intelligence provisioning occurs during Fusion Applications installation and provisioning: