CA Business Intelligence

Installation for Microsoft Windows 2003 and Microsoft SQL Server 2005
r2 and r2.1

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Contents
Chapter 1: Introduction Chapter 2: Configure SQL Server for Use as the CA Business Intelligence Database Chapter 3: Set Up DSN for a CA Business Intelligence Connection Chapter 4: CA Business Intelligence Installation 5

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Contents 3

Chapter 1: Introduction
The following step-by-step instructions describe how to install CA Business Intelligence (CA BI) using a non-default SQL Server 2005 database. High-level information is provided at the start of each section with options and information for each portion of the installation embedded within the steps. System specifications for the installation platform include Microsoft Windows 2003 Server Enterprise Edition SP1.

Chapter 1: Introduction 5

Chapter 2: Configure SQL Server for Use as the CA Business Intelligence Database
BusinessObjects Enterprise XI requires a database to store information about users and groups, security levels, BusinessObjects Enterprise XI content, and servers. The primary database, which is maintained by the Central Management Server, is known as the CMS database. CA BI provides the option to install its own version of MySQL for the CMS, or you can use an existing database as specified in the CA BI Installation Guide. In this case, Microsoft SQL Server is configured as the CMS host. Detailed steps follow, but from a basic perspective, to configure SQL Server for CA BI, you create a database and a login that is configured as an owner of that database with SQL Server authentication. This login will be used during the DSN setup portion of the installation. Before you begin, ensure that your database client and server are set up to use Unicode character encoding (such as UTF-8) if the default has been changed. The default Initial Size and Autogrowth settings for your database should be appropriate, except in cases where a very large number of objects (reports, users, etc.) is projected for an implementation. For estimating purposes, note that a system with 10,000 objects is projected to require 33 MB of space (1.3 * number of rows * 2624).

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The following are detailed steps to configure SQL Server as the CMS database: 1. Sign into SQL Server Management Studio. Click <Start->Programs ->Microsoft SQL Server 2005->SQL Server Management Studio> using Windows or SQL Server authentication.

2. Create a new login; right-click "Logins" under "Security."

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3. Create a login (in this case BO_user and a password that you designate <bo_password>) with SQL Server authentication; uncheck "Enforce password policy, then click "OK."

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4. Create a New Database: right-click "Databases" and select New Database.

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5. Create a CMS Database (in this case named BO_CMS) with ownership assigned to the user that was previously created (BO_user in this example) because CA BI creates tables in this database.

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6. Go back to the login that was created (BO_user in this case) to set the "Default database" to BO_CMS (the one that was just created as the CMS database). Click "OK."

7. Exit SQL Server Management Studio.

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Chapter 3: Set Up DSN for a CA Business Intelligence Connection

To install CA BI using SQL Server as the CMS host, you need to configure an ODBC connection to your database. These steps will require the database login and name that were set in the previous section. Specific steps follow, but in general, you will create a system DSN that connects to the SQL Server database that you previously set up. Note: CA BI 2.1 requires a 32-bit ODBC connection. If you are running on a 64-bit system, you may need to perform the following steps prior to configuring your DSN: 1. Navigate to the following folder: C:\Windows\SysWow64 2. Run odbcad32.exe. 3. Create\configure the DSN.

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The following are detailed steps for configuring an ODBC connection to a SQL Server database prior to installing CA BI: 1. Start ODBC Data Source Administrator: Click <Start->Programs ->Administrative Tools->Data Sources (ODBC)> and click the System DSN tab.

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2. Click "Add..." to add a Data Source and select SQL Server, then click Finish.

3. Provide a name and description for the DSN, select the SQL Server instance that was configured previously, then click "Next."

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4. Select SQL Server authentication and enter the Login ID and Password entered in the database configuration steps (BO_User and the <bo_password> that you designated during the database configuration), then click "Next."

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5. Leave the defaults on the following two screens and click "Next" and then Finish. 6. Click "Test Data Source" to ensure that the connection is successful.

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7. Click "OK" twice to exit the ODBC Data Source Administrator.

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Chapter 4: CA Business Intelligence Installation

CA BI installs BusinessObjects Enterprise XI as a stand-alone component. The installer will require the Data Source Name that was configured in the chapter Set Up DSN for a CA Business Intelligence Connection (step 3), as well as the database name, and the database login information that was created in the chapter Configure SQL Server for Use as the CA Business Intelligence Database (steps 2-5). Note: Once the actual installation starts, it can take up to two hours to complete. The Microsoft Windows systems that you are installing on must meet or exceed the following requirements:

CPU - P3 700 MHz Memory - 2 GB; Disk space - 7.5 GB (r2); 8.5 GB (r2.1)

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To successfully install CA BI on Windows, the user who runs the installation must be a member of the local Administrators group. The following steps detail the CA BI installation process: 1. Double-click "install.exe" in the CA BI installation media at <...\cabiwindows\Disk1\InstData\VM>.

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2. Click "OK" on the Language selection screen.

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3. Click "Next" at the introduction screen. 4. Scroll down to read the License Agreement, then select "I accept..." and click "Next." 5. Select Custom for Installation Type, then click "Next."

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6. Choose the installation location and click "Next."

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7. Enter a Business Objects XI administrator password (this will be used to log into the installed product). The password must be complex, which is enforced by the dialog.

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8. Select "Use Existing DBMS" and "Microsoft SQL Server" and click "Next."

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9. Enter information from the previous chapters for DSN Name, Database Name, User Name, and Password.

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10. If you choose to enable auditing with these instructions, you must select "Use the same settings for the Audit database."

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11. If you are using a web server other than the default Tomcat, select "No" to install Tomcat and select your preferred web server. Otherwise, leave the default of "Yes" and click "Next."

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12. Leave the default values for Tomcat web server configuration and click "Next."

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13. Select "Yes" to install sample databases and templates, then click "Next" to assist with installation confirmation.

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14. At the installation settings confirmation screen, click "Install."

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15. Post Installation, reboot as directed, then check the Central Configuration Manager: Click <Start->Programs->BusinessObjects XI Release 2>BusinessObjects Enterprise->Central Configuration Manager> to ensure that all Business Objects services are running. If any services are not running, they can be started here or in the Windows Services interface. The default port for the Central Management Server is 6400, which is not configurable at installation time. The other server ports are dynamically assigned to an open port greater than 1024. All server ports can be configured here in the CCM in the detail dialogue for each service. 16. The Administration Launchpad contains links to the Central Management Console (configuration) and Infoview (report interface). Click <Start>Programs->BusinessObjects XI Release 2->BusinessObjects Enterprise>BusinessObjects Enterprise .NET Administration Launchpad>.

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17. Click the Central Management Console link to view configuration and administrative options. At the login screen, the defaults are:

"System" - <system name:6400> "User Name" - "administrator" "Password" - the Business Objects password that was specified during installation "Authentication Type" should be "Enterprise"

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18. Click the Infoview link on the Administration Launchpad to view reports. Sign in with the same parameters as used with the Configuration Management Console and navigate to <Public Folders->CA Reports->CA Standard Reports> to view CA report templates, and <Public Folders>Report Samples> to view and execute the sample reports.

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