Oracle 8i Administration Guide

Oracle Server Setup Guide for Business Objects Planning

Business Objects Planning XI

Patents Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.

Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners.

Copyright Copyright © 2000-2006 Business Objects. All rights reserved.

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

Contents
Chapter 1 Introduction 5
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Who should read this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Business Objects information resources . . . . . . . . . . . . . . . . . . . . . . . . 6

Technical requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Chapter 2 Configuring the Planning Database in Oracle 7Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Creating a new database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Creating new users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Creating tablespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Importing the original Business Objects Planning database . . . . . . . . . . . 10Archiving files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 3 Additional Administration and Configuration Issues 11Installing the Oracle client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Backing up the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Exporting a database for support purposes . . . . . . . . . . . . . . . . . . . . . . . . 12Editing the connection parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Changing the connection ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Configuring multiple schema instances . . . . . . . . . . . . . . . . . . . . . . . . 13

Appendix A Oracle Installation Parameters 15Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Database settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Tablespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Oracle Server Setup Guide for Business Objects Planning 3

Contents

Appendix B Business Objects Information Resources 19Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . . . 20Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

What’s in the documentation set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Where is the documentation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Send us your feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Customer support, consulting and training . . . . . . . . . . . . . . . . . . . . . . . . . 21How can we support you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Looking for the best deployment solution for your company? . . . . . . . . 22Looking for training options? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

4 Oracle Server Setup Guide for Business Objects Planning


Introduction

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IntroductionAbout this guide1
About this guide
This document provides information necessary for the setup and administration of an Oracle® server and database for use with Business Objects Planning. Business Objects Planning is supported for use with the following Oracle versions:• Oracle8i (8.1.7) • Oracle9i (Standard Edition Release 2 or Enterprise Edition, 9.2.0.4 or

greater)• Oracle Database 10g (10.2.0.1 or greater)This document applies to all supported versions of Oracle. Differences in setup requirements and recommendations are noted in the text.

Who should read this guideInstallation, configuration and administration of the Oracle database is typically handled by a trained Oracle database administrator in the organization’s Information Technology department. Business Objects Planning Support is also available to assist you with issues relating to use of Oracle with Business Objects Planning.

Business Objects information resourcesFor more information and assistance, see Appendix B: Business Objects Information Resources. This appendix describes the Business Objects Planning documentation, customer support, training, and consulting services, with links to online resources.

Technical requirementsThe recommended client and server hardware and software requirements are outlined in the separately produced document entitled Business Objects Planning Technical Requirements. Please contact the Business Objects Planning Support department or visit www.businessobjects.com/support for a copy of the most recent version.


http://www.businessobjects.com/support


Configuring the Planning Database in Oracle

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Configuring the Planning Database in OracleOverview2
Overview
This chapter discusses configuration issues relating to the use of Oracle with Business Objects Planning. It is assumed that you already have an operational Oracle server.The following basic steps are required to configure an Oracle system for use with Business Objects Planning:1. Create a new database. You can also use an existing database if the

Business Objects Planning schema fits into the existing database.2. Create new users.3. Create tablespaces.4. Import a database provided by your implementation consultant.

Creating a new databaseYou can create a new database for use with Business Objects Planning, or use an existing database. Please consult Appendix A: Oracle Installation Parameters for a list of minimum sizing and configuration settings. These settings should be used for any database of up to approximately 150,000 records. If your database is significantly larger than this, please contact Business Objects Planning Support for assistance.The SRCAdmin user relies on function-based indexes for optimal performance. To enable function-based indexes, you must change the initialization file for the database as follows.1. Add the following two lines to the bottom of the INIT.ORA file:

query_rewrite_integrity = trusted

query_rewrite_enabled = true

2. After adding the information, make sure to stop and restart the database for the changes to take effect.

Creating new usersThe Oracle objects (tables, indexes, etc.) used by Business Objects Planning are owned by a single user account, named SRCAdmin. To create this account, execute the script CreateUsers.sql. A copy of this script can be found on your Business Objects Planning product distribution, in the folder \Resources\Enterprise Scripts\Oracle.


Configuring the Planning Database in OracleCreating tablespaces 2

Note that this script does not contain the SRCAdmin password. Your Business Objects Planning representative will provide you with the password. Note: It is possible to set up multiple schema instances within the Business Objects Planning database. Likewise, you can override the SRCAdmin user account if you want to use a different naming convention. For more information, see “Editing the connection parameters” on page 12.The script also creates an account called SRCView with a password readdata. This account is a read-only account to the database, to allow power users to view table data as read-only without granting the write/create/drop privileges required by the SRCAdmin account. Note: The SRCView account and password should only be given to users who have full permission to view all data in the database.This account is not required and can be removed if desired.

Creating tablespacesTo create the tablespaces required by Business Objects Planning, use the script named CreateTableSpaces.sql. A copy of this script can be found on your Business Objects Planning product distribution, in the folder \Resources\Enterprise Scripts\Oracle.The CreateTableSpaces.sql script must be edited as follows:• Replace the <File Location> parameter with the path to the files in

your environment.• Update the tablespaces size parameter <Size> with the sizes specified

in Appendix A: Oracle Installation Parameters or as recommended by your implementation consultant. If your system will have over 150,000 records, please speak with your implementation consultant regarding proper tablespace sizes.

The “SRC” tablespaces have been created to assist you in optimizing the performance of Business Objects Planning. A brief explanation of each tablespace is shown below:

Tablespace Description

SRCTLARGE This tablespace contains only a few, large tables. A separate tablespace is used for performance reasons.

SRCTSMALL This tablespace contains all of the remaining tables, whose sizes are relatively small.

SRCILARGE This area is the corresponding index area for the larger tables.


Configuring the Planning Database in OracleImporting the original Business Objects Planning database2

Importing the original Business Objects Planning database

Your Business Objects Planning representative will provide you with a file containing an export of the original database. Import this database into the new database you created for use with Business Objects Planning. No special import settings are required – use all default settings.

Archiving filesIt is strongly recommended to disable archive logging for the Business Objects Planning database. This feature is unnecessary for Business Objects Planning due to the nature of updates to the database (low volume of large transactions that are easily repeatable).If you choose to enable archive logging, the archive file sizes should be monitored initially for disk space consumption. You should also schedule the automatic backup and removal of the archive log files.

SRCISMALL This area is the corresponding index area for the smaller tables.

SRCTemp This tablespace is used for temporary tables created and removed by the Business Objects Planning program code.

Tablespace Description


Additional Administration and Configuration Issues

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Additional Administration and Configuration IssuesInstalling the Oracle client3
Installing the Oracle client
Each workstation that will access Business Objects Planning using the Planning Professional Edition desktop client must also have an installation of the Oracle client (8, 9i, or 10g Runtime client as appropriate). The Oracle client is not required on workstations that will only use the Business Objects Planning web access options.Note that the 10g Instant Client is not supported for use with Business Objects Planning. The full client must be used.If you did not specify a TNS Descriptor as the Oracle data source in the Planning Configuration Manager (see “Editing the connection parameters” on page 12), you must ensure that the Oracle client is correctly configured to reach the Business Objects Planning database instance via Oracle Internet Directory, Oracle Names, or a TNSNames.ora file.

Backing up the databaseIt is imperative to back up the SRCAdmin user account in coordination with your normal backup activities. It is beyond the scope of this guide to discuss backup procedures for various operating system environments.Note: Most standard file system backups do NOT back up in-use files, such as those associated with an Oracle database. You should configure a process where the Oracle database is copied to a separate backup file, which can then be backed up as normal (since it is not in use).

Exporting a database for support purposesOccasionally it may be necessary to send a backup of the Business Objects Planning database to Support to diagnose issues you may be facing. When performing the export, use the standard Oracle Export (EXP) client and send only the SRCAdmin user account.

Editing the connection parametersThe connection parameters for the Oracle database are defined within the Planning Configuration Manager. After Business Objects Planning is installed, these connection parameters must be completed as part of the configuration process. For full details, see Chapter 5: Configuring Business Objects Planning in the Business Objects Planning Installation Guide.


Additional Administration and Configuration IssuesEditing the connection parameters 3

To access the Oracle connection parameters:1. On the server hosting Planning Application Server, choose Start >

Programs > Business Objects > Planning > Configuration Manager.2. From the tree menu in the left-hand pane, select Systems >

SystemName > Connection Parameters (where SystemName is the name you have defined for the system).The database connection parameters appear in the right-hand pane.

Changing the connection IDBy default, Business Objects Planning attempts to connect to the database as the user SRCAdmin. If you change the name of this user ID for the Oracle database, you must edit the Business Objects Planning connection parameters in the Configuration Manager for the new user ID.If you decide to change the name of the user ID, make sure that all Oracle objects (tables, indexes, etc.) are owned by the new user ID. For example, if the ID is changed to OracleAdmin, then the OracleAdmin user must be the owner of all tables, indexes, views, triggers, sequences, etc., that SRCAdmin had previously owned. Please consult your Oracle documentation for information on how to change object ownership.

Configuring multiple schema instancesIn some Business Objects Planning configurations, it may be necessary to load multiple schemas into the same Planning database. Many Business Objects Planning installations are comprised of multiple systems – for example, one BusinessObjects Budgeting system and one BusinessObjects Sales Planning system. To accommodate multiple systems, you can use separate Oracle databases for each system, or you can use the same Planning database with different schema instances for each system. The latter approach would require you to set up two distinct user IDs (for example, user_bud and user_sales) for connection and ownership purposes.

To configure multiple schema instances:1. Set the proper ownership rights for each user ID in Oracle.2. Set the proper database security settings for each user ID. Each

connecting user must have the following permissions revoked:• Delete Any Table• Insert Any Table• Lock Any Table


Additional Administration and Configuration IssuesEditing the connection parameters3

• Select Any Table• Update Any TableRevoking these rights ensures that the connecting user will only have access to the designated schema for that user.

3. In the Planning Configuration Manager, edit the User ID connection parameter for each system.



Oracle Installation Parameters

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Oracle Installation ParametersSummaryA
Summary
The tables in this appendix detail the installation parameters to use when configuring your Oracle server for use with Business Objects Planning. The values are the same for each Oracle version except where specifically noted.These values are the minimum recommended starting settings for a database. After installation, the system should be tuned by an Oracle database administrator for optimal performance.

Database settings

Parameter Value

Database Structure Compatibility • Oracle 8i: 8.1.7 or higher• Oracle 9i: 9.2.0.4 or higher• Oracle 10g: 10.2.0.1 or higher

Character set WE8ISO8859P1Database Name (SID) PlanningConcurrent users 25Database primary use MultipurposeServer Mode (Dedicated or Shared)

Dedicated

Oracle options NoneControl Files Recommend at least 3 control files on 3 separate

physical disks, if possible.Control File Settings:Maximum Datafiles 25Maximum Log Files 12Maximum Log Members 2Default tablespaces:System 100 MBRollback (8i)Undo tablespaces (9i or 10g)

500 MB

Temp 500 MBRedo Logs (recommend 3) 25,000 KB each


Oracle Installation ParametersTablespaces A

Tablespaces

Archive logging OffProcesses 30Block Size 8,192 BytesSort Area Size 2,048KLarge Pool Size Oracle 8i only: 614,400Shared Pool Size • Oracle 8i: 60MB

• Oracle 9i: 100MB• Oracle 10g: N/A

Block Buffers Oracle 8i only: 19,000Log Buffer Size Oracle 8i only: 32,768DB Cache Size Oracle 9i only: 200MBPGA Aggregate Target Oracle 9i and 10g only: 50MBSGA Target Oracle 10g only: 300MB

Parameter Value

SRCILARGE 250 MBSRCISMALL 200 MBSRCTLARGE 500 MBSRCTSMALL 500 MBSRCTEMP 500 MB

Parameter Value


Oracle Installation ParametersTablespacesA


Business Objects Information Resources

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Business Objects Information ResourcesDocumentation and information servicesB
Documentation and information services
Business Objects offers a full documentation set covering its products and their deployment. Additional support and services are also available to help maximize the return on your business intelligence investment. The following sections detail where to get Business Objects documentation and how to use the resources at Business Objects to meet your needs for technical support, education, and consulting.

DocumentationYou can find answers to your questions on how to install, configure, deploy, and use Business Objects products from the documentation.

What’s in the documentation set?View or download the Business Objects Documentation Roadmap, available with the product documentation at http://www.businessobjects.com/support/.The Documentation Roadmap references all Business Objects guides and lets you see at a glance what information is available, from where, and in what format.

Where is the documentation?You can access electronic documentation at any time from the product interface, the web, or from your product CD.

Documentation from the productsOnline help is available from the product Help menus. Guides in Adobe PDF format are available from the Help menu of some products.

Documentation on the webThe full electronic documentation set is available to customers on the web from the support web site at: http://www.businessobjects.com/support/.

Documentation on the product CDLook on your product CD for guides in Adobe PDF format.


http://www.businessobjects.com/support/


Business Objects Information ResourcesCustomer support, consulting and training B

Send us your feedbackDo you have a suggestion on how we can improve our documentation? Is there something you particularly like or have found useful? Drop us a line, and we will do our best to ensure that your suggestion is included in the next release of our documentation: [email protected]: If your issue concerns a Business Objects product and not the documentation, please contact our Customer Support experts. For information about Customer Support visit: http://www.businessobjects.com/support/.

Customer support, consulting and trainingA global network of Business Objects technology experts provides customer support, education, and consulting to ensure maximum business intelligence benefit to your business.

How can we support you?Business Objects offers customer support plans to best suit the size and requirements of your deployment. We operate customer support centers in the following countries:• USA• Australia• Canada• United Kingdom• Japan

Online Customer SupportThe Business Objects Customer Support web site contains information about Customer Support programs and services. It also has links to a wide range of technical information including knowledgebase articles, downloads, and support forums.http://www.businessobjects.com/support/





Business Objects Information ResourcesCustomer support, consulting and trainingB
Looking for the best deployment solution for your company?
Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in relational and multidimensional databases, in connectivities, database design tools, customized embedding technology, planning and performance management, and more.For more information, contact your local sales office, or contact us at:http://www.businessobjects.com/services/consulting/

Looking for training options?From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Find more information on the Business Objects Education web site:http://www.businessobjects.com/services/training


http://www.businessobjects.com/services/consulting.htm

http://www.businessobjects.com/services/consulting.htm

http://www.businessobjects.com/services/education.htm

http://www.businessobjects.com/services/education.htm

Business Objects Information ResourcesUseful addresses at a glance B

Useful addresses at a glance

Address Content

Business Objects product informationhttp://www.businessobjects.com

Information about the full range of Business Objects products.

Product documentationhttp://www.businessobjects.com/support

Business Objects product documentation, including the Business Objects Documentation Roadmap.

Business Objects Documentation [email protected]

Send us feedback or questions about documentation.

Online Customer Supporthttp://www.businessobjects.com/support/

Information on Customer Support programs, as well as links to technical articles, downloads, and online forums.

Business Objects Consulting Serviceshttp://www.businessobjects.com/services/consulting/

Information on how Business Objects can help maximize your business intelligence investment.

Business Objects Education Serviceshttp://www.businessobjects.com/services/training

Information on Business Objects training options and modules.


http://www.businessobjects.com





http://www.businessobjects.com/services/consulting/

http://www.businessobjects.com/services/consulting/

http://www.businessobjects.com/services/training

http://www.businessobjects.com/services/training

Business Objects Information ResourcesUseful addresses at a glanceB


Documents

Oracle 8i Administration Guide