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OBIEE OBIA ODI

Installation Document

Author:

Oracle

Creation Date:

Feb 24, 2013

FMW Version:

11.1.1.7.0

OBIEE OBIA ODI Installation Document

OBIEE OBIA ODI Installation Document

1.1

1.2

Change Record

Date

Author

24-Feb-14

Gary Rao

Version
0.1

Change Reference
Added section - Installation

Reviewers

Name

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Position

OBIEE OBIA ODI Installation Document

OBIEE OBIA ODI Installation Document

Contents

1.1
1.2
2

Change Record ....................................................................................................................... ii


Reviewers................................................................................................................................ ii
Introduction .............................................................................................................................. 4

2.1
2.2
3

Document Overview and Purpose .......................................................................................... 4


Understanding the Oracle BI Applications Architecture .......................................................... 4
Installation and Configuration ................................................................................................. 5

3.1
3.2
4

Hardware Information .............................................................................................................. 5


Pre-Requisite for Linux OS ..................................................................................................... 5
Database Install ........................................................................................................................ 6

4.1
4.2
5

Database Software .................................................................................................................. 6


Software Extraction and Install................................................................................................ 6
OBIEE OBIA ODI Install ..................................................................................................... 9

5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
5.10
5.11
5.12
5.13
6
6.1
6.2

Software Download ................................................................................................................. 9


Installation Steps Overview ................................................................................................... 10
OBIEE 11.1.1.7.0 install ........................................................................................................ 11
ODI Software Install .............................................................................................................. 33
OBIA Repository Creation ..................................................................................................... 45
INSTALL OBIA APPLICATION SOFTWARE........................................................................ 59
OBIEE Startup and Shutdown Scripts .................................................................................. 66
5.7.1 Stopping the enviroment cleanly via the command-line: .................................. 68
PATCHING PROCESS ......................................................................................................... 70
CONFIGURATION UTILITY .................................................................................................. 78
WEBLOGIC UPGRADE PATCH upgrade to wls 10.3.6 .................................................. 92
Configuring ODI Security and Plan Generator Files.................................................................. 100
More patches to apply ....................................................................................................... 102
CONNECT TO THE ODI REPOSITORY using ODI Studio .............................................. 103

Dependencies and Open Items ........................................................................................... 105


Dependencies ..................................................................................................................... 105
Open Items .......................................................................................................................... 105

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2 INTRODUCTION
2.1 Document Overview and Purpose
In this document, we will go through the steps required to install, and configure OBIEE 11.1.1.7.0, and
Oracle BI Applications 11.1.1.7.1. The objective of this article is to create OBIEE/Oracle BI Applications
11.1.1.7.1 environment with Oracle Data Integrator 11g along with tools such as Oracle BI Applications
Configuration Manager and the Load Plan Generator for ODI 11g.

2.2 Understanding the Oracle BI Applications Architecture


Oracle BI Applications 11.1.1.7.1 uses Oracle Data Integrator 11g (11.1.1.7) to perform data loads, along
with a number of Java-based applications that are deployed into managed servers within the Oracle
Business Intelligence WebLogic domain. The figure below shows the Oracle BI Applications logical
product architecture, showing you how the usual WebLogic Server managed server deployed as part of
an Oracle Business Intelligence BI domain extended to include new Oracle BI Applications-related Java
applications, and a new managed server added that contains Oracle Data Integrator-related Java
applications

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INSTALLATION AND CONFIGURATION


In this document, we will install OBIEE 11.1.1.7.0, Oracle BI Applications 11.1.1.7.1 and ODI into
a fresh Linux environment that has access to an Oracle 11gR2 database to hold the various
repository schemas and the BI Applications data warehouse.

3.1

Hardware Information

Server for Database

: 10.12.250.210

Server for OBIEE/ODI/OBIA

: 10.12.250.211

3.2

Pre-Requisite for Linux OS

Install pre-requirements for Linux OS as below.


Download and copy the appropriate yum configuration file in place, by running the
following commands as root
Recommended for Oracle Linux 5
# cd /etc/yum.repos.d # wget https://public-yum.oracle.com/public-yum-el5.repo
# yum install oracle-validated

The "/etc/hosts" file must contain a fully qualified name for the server.
<IP-address> <fully-qualified-machine-name> <machine-name>
For example: 127.0.0.1 localhost.localdomain localhost

Check the ping with hostname

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4 DATABASE INSTALL
Install Oracle Database this can be on the same server or on another server

4.1

Database Software

Download Oracle Database from technet.oracle.com

4.2

Software Extraction and Install

Unzip the files

The extracted files in the database folder:

Run the command ./runInstaller

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NOTE: IN case of erorr as below


Error in CreateOUIProcess(): 13
: Permission denied
Then $ export TMP=$HOME/tmp and continue with installation

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Ebiracker1

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5 OBIEE OBIA ODI INSTALL


5.1

Software Download

The next steps are to install OBIEE/OBIA/ODI Software


Download software from edelivery.oracle.com.
Suite: Oracle Business Intelligence Applications 11.1.1.7.1 Media Pack for Linux x86-64

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Download Java:
Go to below URL, download relevant JDK (jdk1.6)and install it.
http://www.oracle.com/technetwork/java/javase/downloads/index.html

Unzip the Oracle Files in their respective folders

5.2

Installation Steps Overview

The installation steps are as follows:

1.
2.
3.
4.
5.
6.

RCU for OBIEE


OBIEE 11.1.1.7.1 (with defaulted Weblogic 10.3.5, which is upgraded later)
ODI (software install only)
RCU for OBIA
OBIA
Upgrade weblogic to 10.3.6 (need to download the patch)

NOTE: As part of the installation process will require you to upgrade Oracle WebLogic Server from
version 10.3.5 to 10.3.6, and to do this you will need to download the upgrade installer for WebLogic
Server 10.3.6 from My Oracle Support, by loading download patch no. 13529623 and following article
1421307.1, to give you a file called wls1036_upgrade_generic.jar.

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NOTE: Make sure of temp space and mount before starting installation. We had to do the steps below to
avoid some of the potential errors

5.3

OBIEE 11.1.1.7.0 install


Now that you have downloaded the software and patch files, we can start the actual
installation process.
Starting the Repository Creation Utility (RCU)

DATABASE DETAILS: Provide the Database information as below in the popup install window

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Provide the prefix like RSTST, for it to enable to create

a. Schema Name: RSTST_BIPLATFORM


b. Schema Name: RSTST_MDS

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Enter the password (sample used : Eb******)

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Click on create to continue OBIEE repository installation, and this process will create the schemas which
will be used by OBIEE.

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After the repository is created, continue with the Business Intelligence 11.1.1.7 installation

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Navigate to the right path to execute OBIEE installer, which would be in bishiphome Disk1

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Click Next to continue

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Choose Skip Software Updates and Click Next to continue

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Choose Enterprise Install, and Click Next to continue

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Click on Continue

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Enter the username weblogic, and the Password (Eb**********). Leave the other defaults

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Define the folder, where you want to install OBIEE. This will be known as Middleware_Home

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Choose the products required, and in our case, we chose BIEE, and BIPublisher

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Enter the database information where the schemas have been created.

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Re-enter the information for the other _MDS schema

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Choose Auto port configuration, and click Next to continue

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click Yes to continue

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Click on Install to continue.

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The installation process starts with creating Domain and checks off the tasks.

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Once complete, click Next to continue

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Save the post-installation information, and click Finish

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The OBIEE Login page pops up in the browser once installation is successful.

5.4

ODI Software Install

Now you can install Oracle Data Integrator 11g, making sure that you do not choose the option to
configure repositories, as a later stage in the configuration process will do this for you

Navigate to the installation folder in OBI Disk1 runInstaller

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Identify the folder with jdk1.6, and provide the information while executing the installer. The screen shot is
as above

Click Next to continue

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Skip Software Updates, and Click Next to continue

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Choose Developer Installation (both the choices), and Java EE Installation (all the Three choices, and
Click Next to continue

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Click Continue to proceed further

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Make sure you give the existing Middleware_Home path. In this case it is /home/oracle/RSBI

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Click Next to continue

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Make Sure you choose the second option Skip Repository Configuration, and Click Next to
continue

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Save the pre-install information in a file, and Click Install

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The installation is in progress

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Once the installation is complete, Click Next to continue

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Save the post-installation information for future reference, and click Finish

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5.5

OBIA Repository Creation

(OBIA RCU) The next step in this installation process is to use an additional, special version of the
Repository Creation Utility to create the additional repository and other schemas used by Oracle BI
Applications 11.1.1.7.1.
During the installation process, we will need to provide the following information
The database, where the schemas can be created
Database Type: Oracle Database
Host Name: 10.12.250.210
Port: 1521
Service name: orcl
Username: sys
Password: Eb**************
Role: SYSDBA
We also need to provide the information as below, as in example, we had given
Oracle Business Analytics Warehouse : RSTST_DW
Oracle Business Intelligence Applications Components : RSTST _BIACOMP
Oracle Data Integration Master and Work Repositories : RSTST _BIA_ODIREPO
IMPORTANT NOTE: The source folder from BIAPPS which contains the dbf files need to be saved in a
folder in the database server, so that can be referred in the installation below

Navigate to the path where, we can execute the ./rcu for BIAPPS

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Click Next to continue

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Choose Create, and Click Next to continue

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Enter the database credentials, where the schemas can be created, and Click Next to continue

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Once the pre-reqs are complete, click OK, and Click Next to continue

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Enter the Prefix you want to use to create schemas. In our case we used RSTST, and Click Next to
continue

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Click OK, and Click Next to continue

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Enter the password, and Click Next to continue

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Define the path of the schema folder in the database server where the db files are located.
Example: /u01/installers/biapps_rcu/rcu/integration/biapps/schema

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Select the table space it should have more space to install all the .dmp files for each schema it is
recommended to have more than 15 GB (future purpose) and click on Create it takes some time (around
30 mins)

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Click OK to close the pop-up window, and Click Next to continue

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Click on the Create button to continue

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Once complete, click on Close.

5.6

INSTALL OBIA APPLICATION SOFTWARE

Navigate to the biappsshiphome folder to access the runInstaller file, and make sure to define the
jdk1.6 path for the jreLoc. It would be like the screenshot below
cd biappsshiphome/Disk1

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Click on Next to continue

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Click Continue

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Define the Middle_Ware home path, and click Next

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Save the pre-install information, and click Install to continue

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Installation process continues

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Once the installation is complete, click Next to continue

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And Click Finish

The previous step installed the Oracle Business Intelligence Applications software, and now you need to
apply various patches to it and the other components you installed earlier on.
Oracle have supplied a script that uses the zip archive utility you downloaded earlier on to apply the
patches, and this script uses a parameter file that allows you to specify where the patch files are located.
NOTE: Before you start the patching process though, shut down all of your BI-related products from the
OBIEE Enterprise Manager. E.g.: http://10.12.250.211:7001/em.
Stop all the other services, including weblogic, and Node Manager. The sample scripts to start and stop
services are as below:

5.7

OBIEE Startup and Shutdown Scripts

SHUTDOWN PROCESS:
Stop all BI Services, including the node manager, and Process Manager Services

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Shut Down other services

5.7.1

STOPPING THE ENVIROMENT CLEANLY VIA THE COMMAND-LINE:

Reverse the steps above with the following commands:


Note: You can look inside the respective scripts or the documentation for alternative or more secure methods.
You can also kill the processes, but you may risk corruption.
1.

Stop the Oracle Instance


$ORACLE_INSTANCE/bin/opmnctl stopall

2.

Stop the OBIEE Managed Server (bi_server1)


$DOMAIN_HOME/bin/stopManagedWebLogic.sh bi_server1 t3://host.domain:7001 username
password
If running other managed servers, then stop them in the same manner.

3.

Stop the the WebLogic (WLS) Administration Server


$DOMAIN_HOME/bin/stopWebLogic.sh username password t3://host.domain:7001

4. At this point, since the node manager was started in another shell in the background, then you will
need to kill the JVM process that the node manager is running under. There should be no risk of
corruption at this point since everything is already shutdown. If you had started the node manager
in a shell (and not in the background), then you could just close the shell.
You can use the command ps -ef | grep [os user] to check for running processes under the specified
user and then kill the JVM process with kill -9 [PID] (where PID is the process id of the running JVM)

START-UP PROCESS:

1. Start the WebLogic (WLS) Administration Server in the background


Note: For username and password, you can:
o

pass username/pwd in the command line,

use the boot.properties file for an encrypted username/password

set as environment variables - WLS_USER / WLS_PW,

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or pass WLS_USER /WLS_PW in the start scripts.


Please see the Oracle WebLogic documentation to determine what meets your need.
In these examples, you can name the logs whatever you desire.

Execute:

nohup sh $DOMAIN_HOME/bin/startWebLogic.sh -Dweblogic.management.username=weblogic Dweblogic.management.password=[_your_password_] > wls_start.log &

Next, tail the log to determine if the server started completely.


execute:
tail -f [log name]
wait until you see:
<WebLogicServer> <BEA-000360> <Server started in RUNNING mode>
there should be no further lines after this. If successful, proceed to step 3. If errors, correct them and restart.
Note: This takes some time. The terms "takes some time", "starts fast", "starts slow", "takes xx amount of
time" are all relative terms depending upon resources in your environment.

2. Start Node Manager

Note: In this example, the username and password are embedded in script via WLS_USER and WLS_PW. If
you need another method or a more secure method, like a boot.properties file, then please see:
Oracle Fusion Middleware Managing Server Startup and Shutdown for Oracle WebLogic Server 11g Release 1
(10.3.1)

Execute:

nohup sh $WL_HOME/server/bin/startNodeManager.sh > startNodeManager.log &

Next, tail the log to determine if the server started completely.


tail -f [log name]
Look for <INFO> <Secure socket listener started on port 9556>
Note: starts fast

3. Start the OBI Managed Server from the Enterprise Manager


4. Start the OBIEE System Components ( BI Servers -- c++ bits)
$ORACLE_INSTANCE/bin/opmnctl startall

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Next, execute: opmnctl status or opmnctl status -l (lower case L) to ensure the processes are started
properly/completely.
The output will look similar to this:
$ORACLE_INSTANCE/bin/opmnctl status -l
Processes in Instance: instance1
---------------------------------+--------------------+---------+----------+------------+----------+-----------+-----ias-component | process-type | pid | status | uid | memused | uptime | ports
---------------------------------+--------------------+---------+----------+------------+----------+-----------+-----coreapplication_obiccs1 | OracleBIClusterCo~ | 11741 | Alive | 70916792 | 55188 | 0:01:01 | N/A
coreapplication_obisch1 | OracleBIScheduler~ | 11740 | Alive | 70916789 | 122388 | 0:01:01 | N/A
coreapplication_obijh1 | OracleBIJavaHostC~ | 11739 | Alive | 70916790 | 1186088 | 0:01:01 | javahost:9810
coreapplication_obips1 | OracleBIPresentat~ | 11742 | Alive | 70916791 | 261576 | 0:01:01 | N/A
coreapplication_obis1 | OracleBIServerCom~ | 11738 | Alive | 70916788 | 150904 | 0:01:01 | N/A

5.8

PATCHING PROCESS

To prepare the parameter file for the patching utility, use a text editor such as WordPad or Notepad to edit
the c:/Middleware/Oracle_BI1/tools/bin/apply_patches_import.txt file
Go to the path as below:

edit the txt file

and change the parameters by defining the right path as shown in example below:
# Required - Java home

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JAVA_HOME=/home/oracle/RSBI/Oracle_BI1/jdk
# Required - Inventory Location
INVENTORY_LOC=/home/oracle/oraInventory
ORACLE_HOME=/home/oracle/RSBI/Oracle_BI1
MW_HOME=/home/oracle/RSBI/
COMMON_ORACLE_HOME=/home/oracle/RSBI/oracle_common
WL_HOME=/home/oracle/RSBI/wlserver_10.3
SOA_HOME=/scratch/aime/work/mw_home/Oracle_SOA1
ODI_HOME=/home/oracle/RSBI/Oracle_ODI_1
# Required - An existing writable directory to create logs and temp patch
files
WORKDIR=/home/oracle/tmp
# Required - Path of patch directory till the release patch-set folder which
is inside patches4fa/dist.
# i;e the patch-set folder for a particular release to apply patch from
# eg; /scratch/aime/tmp/ps1/biappsshiphome/patches4fa/dist/ps6rc3
PATCH_ROOT_DIR=/home/oracle/Downloads/OBIEE_OBIA_ODI/fmwplatformpatchesforOBI
A
Then, with the same text editor application, open the APPLY_PATCHES.pl file in the same directory and modify
the following lines within the download_patch routine, from the default:

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Once the patches are successfully applied, we get the message as above

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START UP ALL SERVICES including Weblogic, etc


Start the WebLogic (WLS) Administration Server in the background
nohup sh $DOMAIN_HOME/bin/startWebLogic.sh -Dweblogic.management.username=weblogic Dweblogic.management.password=[_your_password_] > wls_start.log &

Start Node Manager


nohup sh

$WL_HOME/server/bin/startNodeManager.sh > startNodeManager.log &

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Start the OBI Managed Server (bi_server1 -- default - java bits)


From the EM UI, start the managed server

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Start the BI Services

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Once complete, click Close.

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5.9

CONFIGURATION UTILITY

Next step in the installation process is to use the Configuration Utility to extend the Oracle BI Domain to
include the new Oracle BI Applications Java components, and add an additional WebLogic Server
managed server for the Oracle Data Integrator Java components. Before you do this though, make sure
that the Node Manager and Oracle Process Manager services are started, and you have restarted your
Oracle Business Intelligence installation using
To start the Configuration Utility, type in the following commands

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When the Configuration Utility starts, at the Extend BI Domain page enter the following values:
Hostname: [pre-completed for you]
Port: 7001

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User Name: weblogic


User Password: Ebi*********

Click Next to continue

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Enter the Middleware_Home information, and click Next to continue

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Choose BI Application Components, and Click Next to continue

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Enter the RPD Password : Eb*********, and Click Next to continue

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Use biapps_admin (do not use weblogic, ), and the password is Eb**********. Click Next to continue

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Enter the MDS schema name and password as it is created in the database, and Click Next to continue

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Enter the DW credentials, and Click Next to continue

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Enter the ODIREPO credentials, and Click Next to continue

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Choose Auto Port configuration, and Click Next to continue

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Save the information, and Click Next to continue

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The process shows the configuration progress

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Once complete, Click Next to continue

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And finally Click Finish.

5.10 WEBLOGIC UPGRADE PATCH upgrade to wls 10.3.6


As Oracle Business Intelligence 11.1.1.7 comes with version 10.3.5 of Oracle WebLogic Server, you will now
have to upgrade it to version 10.3.6 using the upgrade installer you obtained previously from My Oracle
Support.
Before you do this though, start by shutting-down WebLogic Server and the various Oracle Business
Intelligence system components in the shut down process mentioned previously.
Unzip the upgrade installer patch file and start the installer as below:

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Click Next to continue

Choose Existing Middleware Home, and Click Next to continue

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Uncheck I wish to receive security updates ., and Click Next to continue

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Click Yes, and Click Next to continue

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Click Next to continue

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Click Next to continue

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Displays the progress

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Click done once complete.

NOTE: A number of post-installation steps now have to be performed, starting by configuring Oracle Data
Integrator to use Fusion Middleware rather than standalone security.

5.11 Configuring ODI Security and Plan Generator Files


To perform this security configuration, run the following commands
(Example screen shots are below)
/RSBI/Oracle_BI1/common/bin/wlst.cmd /RSBI/Oracle_BI1/bifoundation/install/createJPSArtifactsODI.py
embedded --ADMIN_USER _NAME weblogic --DOMAIN_HOSTNAME obia111171w64 --DOMAIN_PORT 7001 -DOMAIN_HOME_ PATH /RSBI/user_projects/domains/bifoundation_domain
When prompted, enter Ebi******* as the password for the WebLogic Server administration user.
Then, issue the following command-line commands to copy across the wallet files created by the above steps
to where Oracle Data Integrator is installed:
copy /RSBI/user_projects/domains/bifoundation_domain/odi-client-config/embedded/cwallet.sso
/RSBI/Oracle_ODI1/oracledi/client/odi/bin/

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copy /RSBI/user_projects/domains/bifoundation_domain/odi-client-config/embedded/jps-config-jse.xml
/RSBI/Oracle_ODI1/oracledi/client/odi/bin/
Then, using a text editor edit the /RSBI/Oracle_ODI1/oracledi/client/odi/bin/odi.conf document and replace
the line:
AddVMOption -Doracle.security.jps.config=./jps-config.xml
with the text:
AddVMOption -Doracle.security.jps.config=./jps-config-jse.xml
...so that the new wallet file is used when authenticating from Oracle Data Integrator Studio.
Then, install the Load Plan Generator plug-in for Oracle Data Integrator by unzipping the plugin archive file,
and then copying the plugin files to the Oracle Data Integrator Studio client installation.
cd /RSBI/Oracle_BI1/clients/biappsclients/odi unzip
copy lpggui.jar
/RSBI/Oracle_ODI1/oracledi/client/ide/extensions
xcopy /RSBI/Oracle_BI1/clients/biappsclients/odi/* /RSBI/Oracle_ODI1/oracledi/client/ide/extensions /s
/i /e

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5.12 More patches to apply


NOTE: Stop all your Oracle Business Intelligence services.
run the following SQL script to update the Oracle ATG repository data:
from sqlplus login to RSTST_biacomp and run the fndtbs_11170_upg.sql
RSTST_biacomp/Ebi*********
@/RSBI/Oracle_BI1/sdf/DW/ATGPF/sql/fndtbs_11170_upg.sql

The patches that upgraded Oracle Business Intelligence as part of this installation also delivered an
updated version of the Oracle BI Administration tool, which needs to be installed in Windows
Desktop/workstation. To install this within your Windows, copy the required files, and install them
accordingly:
/installers/patches/biappsshiphome/generic
unzip BISHIPHOME_11_1_1_7_0_GENERIC_130409_1210_16492220.zip
16492220/files/clients/biserver/biee_client_install_x64.exe

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When prompted for an install location, choose c:/obi_client/, and also distribute this installer to all other
developers working with Oracle Business Intelligence Applications 11.1.1.7.1.
The installation process also imported some files that the data loading process later on will require. To
place these files in the correct location, again from the command prompt enter the following commands:
Mkdir /RSBI/Oracle_ODI1/oracledi/etl
xcopy /RSBI/Oracle_BI1/biapps/etl
/RSBI/Oracle_ODI1/oracledi/etl /s /i /e
/RSBI/

5.13 CONNECT TO THE ODI REPOSITORY using ODI Studio


Start the ODI Studio, by using the ./odi.sh command from /RSBI/Oracle_ODI1/oracledi directory
Click on the Connect to Repository link, when the Oracle Data Integrator login dialog is shown, press the "+"
(New) button to bring up the Repository Connection Information dialog. Enter the following details to
create the connection:
Login Name: BI Admin
User: biadmin
Password: Eb********
User: RSTST_BIA_ODIREPO
Password: Eb*********
Driver List: Oracle JDBC Drive
Driver Name : oracle.jdbc.OracleDriver
URL : jdbc:oracle:thin:@obia111171w64:1521:orcl
Work Repository : BIAPPS_WORKREP
Once you've created this connection and used it to log into Oracle Data Integrator Studio, click on the BI Apps
Project > Mappings folder, and then you'll see the pre-built data loading routines that you use to load the
Oracle Business Analytics data warehouse, as shown in the figure below.
You have now performed the install part of the process.

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6 DEPENDENCIES AND OPEN ITEMS


6.1 Dependencies

Dependency

Dependency On (Product)

6.2 Open Items

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Description