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Installing the Oracle Business Intelligence Suite Enterprise Edition on Windows

Purpose

In this tutorial, you learn how to install Oracle Business Intelligence (Oracle BI) Suite Enterprise Edition
(EE) on Windows.

Time to Complete

Approximately 1 hour

Topics

This tutorial covers the following topics:

Overview
Scenario
Prerequisites
Hardware and Software Requirements
Reference Material
Installing Oracle BI EE
Configuring Your Data Sources
Testing Your Basic Installation
Summary
Related information

Viewing Screenshots

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Overview

This OBE provides installation instructions for a stand-alone installation of the following Oracle BI EE
components:

Oracle Business Intelligence Server (BI Server), including the Administration Tool
Oracle Business Intelligence Interactive Dashboards (Interactive Dashboards)
Oracle Business Intelligence Answers (Answers)

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Scenario

In this OBE, you install all components of Oracle Business Intelligence Enterprise Edition. You then test the
component installation by creating a query, adding it to your dashboard, and so forth.

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Prerequisites

Before starting this tutorial, you should:

1. Identify which components to install


2. Ensure that MS Word is installed if you are installing BI Publisher
3. Ensure that you have the proper permissions for installing and configuring on your company's system:

Network: Network Administrator


Windows: Administrator for individual machines
Database: DBMS Administrator
4. Follow these guidelines for third-party software:

Ensure that Java SDK 1.5.0 or later is installed on the same machine where Oracle Business
Intelligence will be installed.
Ensure that database connectivity software that Oracle BI Server uses to connect to the database is
installed. For example, if the Oracle BI Server needs to access an Oracle database, install the Oracle
10g client. If the Oracle BI Server needs to access an MS SQL Server database, install Microsoft
Data Access Components (MDAC version 2.7 or later).

If you are planning to use Microsoft Internet Information Server (IIS):

Ensure that Microsoft Data Access Components (MDAC) version 2.7 or later is installed.
Note: If you are installing the Cluster Server feature, MDAC is not required on machines
that host only Cluster Controllers.
Ensure that Microsoft IIS is installed and that the IUSR_machinename matches the true
name of the machine being used.

If you are planning to use Oracle Application Server 10g and choose the Advanced option,
ensure that you specify the location of your Oracle_Home.
5. Ensure your screen resolution is a minimum of 1024x768
6. Have access to or have installed Oracle Database 10g
7. Have access to or have installed the sample SH schema

This example uses the SH schema included in the Oracle Database 10g. You can also install
the schema by following the instructions found in the Installing the Sample Schemas and
Establishing a Database Connection OBE tutorial.

Create a directory named SetupFiles under <InstallDrive>. Download and extract the SH.zip
file from here to this directory.
Note: Screen captures for this tutorial were taken in a Windows XP environment;, therefore, Start Menu

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options may vary slightly.

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Hardware and Software Requirements

The following is a list of hardware and software requirements:

Oracle BI Server components:


- CPU and RAM: 1 GHz, 2 GB RAM, with two or more processors recommended
- Disk Space: 800 MB of hard disk space, plus appropriate disk space for cache
storage and Scheduler results (temporary disk space of 2 GB)
Oracle BI Presentation Services components:
- CPU and RAM: 1 GHz, 2 GB RAM, with two or more processors recommended
- Disk Space: 500 MB of hard disk space, plus appropriate disk space for cache storage and log files
(temporary disk space of 2 GB)
Cluster Server requirements:

Machine hosting a clustered Oracle BI Server or a machine hosting both Oracle BI Server and
Cluster Controller:
- Processor and RAM: 1GHz, 2 GB RAM, with two or more processors recommended
- Disk Space: 1 GB of hard disk space or better
Machine only hosting a Cluster Controller:
- Processor and RAM: 500 mhz, 256 MB minimum
- Disk Space: 100 MB of hard disk space
Shared File System for use as Repository Publishing Directory:
- Disk Space: 200 MB of hard disk space
- All Oracle BI Servers in the cluster need to have read/write access to the directory specified in the
"Servers" parameter of the NQClusterConfig.ini file

Supported browsers include:


- Microsoft Internet Explorer 6.0
- Microsoft Internet Explorer 7.0
- Firefox 1.5.x
- Firefox 2.0
- Mozilla 1.7.x
- Netscape 7.2.x
Client operating systems:
- Microsoft Windows 2000 Professional with Service Pack 3 or later
- Microsoft Windows 2003 Professional with Service Pack 1 or later (32-bit only)
- Microsoft Windows XP Professional with Service Pack 1 or later
Server operating systems:
- For Oracle BI Server: Microsoft Windows 2000 Service Pack 4/2003 Server
Microsoft Word 2000 or later (if installing BI Publisher)

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For additional information regarding system requirements, refer to the Oracle Business Intelligence
Infrastructure Installation and Configuration Guide.

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Reference Material

The following is a list of useful reference material should you need additional information:

Documentation: Oracle Business Intelligence Suite Enterprise Edition


Education:

Oracle BI 10g: Analytics Overview (eStudy)


Oracle BI Presentation Services 10g: Create Reports/Dashboards (Instructor-Led Training)
Oracle BI Server Administrator 10g: Build Repositories Rel 1(Instructor-Led Training)
Creating a Repository Using the Oracle Business Intelligence Administration Tool (Oracle By
Example)
Creating Interactive Dashboards and Using Oracle Business Intelligence Answers (Oracle By
Example)
Using Oracle OLAP With Oracle BI Enterprise Edition 10g Release 3 (Oracle By Example)
Oracle BI Publisher 10g: Fundamentals (Instructor-Led Training) - Coming soon!

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Installing Oracle BI EE

This topic describes the process of downloading and running the installation wizard for the Oracle BI EE
platform components.

For this installation, a single instance of Oracle Database 10g is deployed locally.

1. For this installation you need to download the software from OTN. Navigate to the directory
where the files were unzipped, and double-click the setup.exe file located in the
C:\software\Oracle BI Enterprise 10.3.2.1Windows\Server\Oracle_Business_Intelligence subdirectory.

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2. The InstallShield Wizard appears and prepares your Java Virtual Machine, enabling you to
easily perform your Oracle BI EE installation using the wizard.

3. If you are running Windows 2003 or Windows XP, follow the instructions to disable DEP (Data
Execution Protection) if DEP is presently running on your machine; otherwise, click Next.

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4. In this step you choose both a product directory and a data directory. The Basic installation type
deploys components in stand-alone Oracle ApplicationContainers for J2EE (OC4J).

This installation assumes that OC4J is used. Accept the default names for both directories and
accept the Basic installation type. Use O:\oracle\biee10132 as your Oracle_home directory.
Create and use O:\oracle\biee10132\OracleBI and O:\oracle\biee10132\OracleBIData as your
installation and data directories.
Click Next

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O:\oracle\biee10132\OracleBI

O:\oracle\biee10132\OracleBIData

Note: If you are running Oracle Application Server 10.1.3.1.0 or later and you have
selected the Advanced option, you will be asked to choose: the Installation Type
(Compete, Client Tools, and so forth), the application server running Presentation
Services (Oracle Application Sever or Microsoft IIS), and the location for the
server.

If you want to perform a custom installation, select the Advanced option and click
Next. Select the Custom option button and click Next. Choose the components that
you want to install and click Next.

5. Click the Complete option button to perform a full installation for this setup. This installs the
following components: Oracle BI Server, Oracle BI Presentation Services, Oracle BI Client
Tools, Oracle BI Disconnected Client, and Oracle BI Publisher. Note: ODBC and JDBC drivers
will be installed as well.

Click Next.

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6. Next you choose the application server that runs Presentation Services and Presentation Services
Plug-Ins. Click the option button for Oracle Containers for J2EE (OC4J) and click Next.

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7. Now browse to locate your JDK location (JAVA_HOME environment variable).


Use C:\Program Files\Java\jdk1.5.0_06 as JAVA_HOME
Specify a password for the oc4jadmin password text box. This password is used for future oc4j
maintenance. The password we recommed to this tutorial is oracle1. Click Next.

C:\Program Files\Java\jdk1.5.0_06

Note: If you selected the Advanced option in step 4, you need to identify the location of the
Oracle Application Server.

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8. Whether your server participates in a cluster or not, you need to choose how to start the services.
Choose Manual, if you choose Automatic, machine boot time will increase. Click Next.

Manual
Manual
Manual
Manual
Manual

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9. Accept the default error message language and click Next.

10. A summary of your installation appears. Click Next.

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11. The InstallShield proceeds with the installation.

12. A confirmation window appears after the installation has completed successfully. Click Next.

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13. A second summary window appears, providing you with useful information about OC4J. Click
Next

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14. Click Finish to restart your machine.

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