SAP BusinessObjects Data Services XI 3.2 (12.2.0) 2009 SAP BusinessObjects. All rights reserved. SAP BusinessObjects and its logos, BusinessObjects, Crystal Reports, SAP BusinessObjects Rapid Mart, Copyright SAPBusinessObjects Data Insight, SAPBusinessObjects Desktop Intelligence, SAP BusinessObjects Rapid Marts, SAP BusinessObjects Watchlist Security, SAP BusinessObjects Web Intelligence, and Xcelsius are trademarks or registered trademarks of Business Objects, an SAP company and/or affiliated companies in the United States and/or other countries. SAP is a registered trademark of SAP AG in Germany and/or other countries. All other names mentioned herein may be trademarks of their respective owners. 2009-06-03 Contents Preparing to Install 7 Chapter 1 Pre-installation overview..............................................................................8 System requirements.............................................................................8 Network requirements............................................................................9 User permission requirements.............................................................10 Kernel parameters and user resource limits........................................11 Choose components and determine component distribution...............14 Create a database for each repository.................................................18 Check port assignments.......................................................................19 Check network connections.................................................................22 Repository database requirements and preparation.................................22 To set up a database account..............................................................23 Setting up an empty database for the repository.................................23 Database-specific requirements for Data Cleanse...............................29 Installation scenarios.................................................................................31 Standard installation overview..............................................................31 Silent installation overview ..................................................................33 Standard Installation 35 Chapter 2 Beginning your installation.........................................................................36 To accept the license agreement.........................................................36 To specify the installation location........................................................37 To enter a product keycode..................................................................37 To select which features to install.........................................................37 To select a repository.................................................................................38 To configure an existing database server.............................................39 SAP BusinessObjects Data Services Installation Guide for UNIX 3 To configure a Job Server..........................................................................41 To configure an Access Server..................................................................41 To select a web application server.............................................................42 To configure your Tomcat application server........................................43 To configure an existing Web application server..................................44 To start the installation...............................................................................46 Silent Installation 49 Chapter 3 Overview of silent installation....................................................................50 Performing a scripted installation..............................................................50 To create a response file......................................................................50 To run a scripted installation.................................................................51 After Installation 53 Chapter 4 Setting environment variables...................................................................54 Configuring additional database connectivity.......................................56 Starting services automatically..................................................................58 High-availability support.............................................................................58 Using the software with HACMP..........................................................59 Installing cleansing packages....................................................................62 Using the Repository Manager..................................................................63 Using the Server Manager.........................................................................66 To configure Job Servers......................................................................69 To configure run-time resources...........................................................72 To configure Access Servers................................................................73 To start or stop the service...................................................................75 To start or stop the Address Server......................................................76 To configure SMTP email.....................................................................77 Using the License Manager.......................................................................77 Setting up License Manager.................................................................77 4 SAP BusinessObjects Data Services Installation Guide for UNIX Contents To start License Manager.....................................................................78 To view product activation keycodes....................................................78 To add product activation keycodes.....................................................78 To remove product activation keycodes...............................................79 To use License Manager from the command line................................79 Controlling the Tomcat application server..................................................81 Troubleshooting installation problems.......................................................82 Designer-Job Server connection..........................................................82 Server Manager problems....................................................................82 Management Console problems..........................................................83 Memory issues.....................................................................................84 Threading issues..................................................................................85 Directory Data 87 Chapter 5 Directory listing and update schedule........................................................88 U.S. Directory expiration............................................................................91 U.S. Directory expiration schedule............................................................91 U.S. National and Auxiliary files...........................................................91 Where to copy directories..........................................................................92 Copy International directories files to a non-default location................93 To install and set up Download Manager...................................................93 To download directory files........................................................................94 Unzip UNIX/Linux files with Info-Zip..........................................................94 Maintaining your installation 97 Chapter 6 Upgrading the software..............................................................................98 Maintenance installation.......................................................................98 Migration installation.............................................................................99 Upgrading cleansing packages..........................................................100 Uninstalling the software from UNIX........................................................101 SAP BusinessObjects Data Services Installation Guide for UNIX 5 Contents Index 103 6 SAP BusinessObjects Data Services Installation Guide for UNIX Contents Preparing to Install 1 Pre-installation overview SAP BusinessObjects Data Services provides an open and flexible architecture that supports a variety of deployment and configuration scenarios. Before you install the software you should: Ensure that your network and systems meet the basic requirements. Obtain the software as well as any required licensing keycodes. Review the Release Notes and the "Architecture" section of the Getting Started Guide. If you are upgrading from a previous version, review the Migration Considerations. Ensure that the user who will run the installation program has adequate permissions to complete the installation tasks. Decide which components to install and which of your own components to integrate. Determine where the components should be installed and consider how you should prepare your infrastructure and set up your environment, including server locations. If you are using an existing database server, create a database instance if you want to configure a repository during installation. Check available port assignments and verify that all machines that will be part of your deployment have the required network access to each other. Choose an installation method. The following sections list the core software and system requirements, the choices available within the core requirements, and the install methods available to you for installing the software. Related Topics Getting Started Guide: Architecture System requirements For a detailed list of supported environments and hardware requirements, see the Products Availability Report (PAR) available in the SAP BusinessObjects Support > Supported Platforms section of the SAP Service Marketplace: http://service.sap.com/bosap-support. This document 8 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview includes specific version and patch-level requirements for databases, applications, web application servers, web browsers, and operating systems. Before you can install SAP BusinessObjects Data Services, the following components must be preinstalled and configured: Web application server (unless you want to use the Tomcat installation packaged with SAP BusinessObjects solution portfolio software, or you do not want to install the Web Tier components) Database software that is compatible with the SAP BusinessObjects Data Services repository. Note: Only the database client tools or middleware needs to be installed on the SAP BusinessObjects Data Services server; the database server itself can reside on a separate physical machine accessible by network from the SAP BusinessObjects Data Services server. Note: For the repository, the software requires a database that stores metadata about all objects created with the Designer. For best Designer performance, it's recommended that the repository database server and the Designer computer reside in the same network. Network requirements When you install SAP BusinessObjects Data Services on multiple machines, you must ensure that each machine can communicate over TCP/IP with the machine running the database that contains the repository. Client components, such as the Designer, require network access to the Job Server(s). Note: If your servers are firewalled, you may need to open the necessary ports to allow the client components to communicate with the servers. SAP BusinessObjects Data Services Installation Guide for UNIX 9 1 Preparing to Install Pre-installation overview User permission requirements To successfully install SAP BusinessObjects Data Services on UNIX, the user running the setup programmust have the permissions listed in the table below. Required permission(s) Category TCP/IP access to all machines where you want to install components. All specified ports must be available. Network Permissions to add and drop tables in the database, plus permissions to read, write, and edit table rows. Database In addition, it's recommended that you use the same user account for installing the software and your web application server. If your design, test, or production environment uses tightly controlled root-level administration, it's recommended that you install the Job Server while logged on as a user without root-level access. Installing the Job Server without root-level access ensures that root-level access is not required to administer files and processes created by the Job Server. Only a few administration functions require root-level access as described in the following table: Required Permission(s) Function Permission to access cron Scheduling jobs Autostart configuration edits need to be made by a user with system-level authority. Automatically restarting the Job Service on restart Cron service SAP BusinessObjects Data Services schedules UNIX-based jobs by using the UNIX cron utility. If cron security uses cron.allow, the account that starts the Job Server must have an entry in the cron.allow file. 10 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview cron.allow location Operating system /var/adm/cron/cron.allow HP-UX /var/adm/cron/cron.allow AIX /usr/lib/cron/cron.allow Solaris /etc/cron.allow Linux For more information, see your cronman pages. Installing the Job Server without access to cron causes the following Job Server behavior: Job Server can operate normally. The software cannot schedule a job to run on the Job Server. You can manually execute and monitor jobs from the Designer. Kernel parameters and user resource limits It's recommended that you use the following kernel parameters and user resource limits when installing SAP BusinessObjects Data Services on UNIX platforms. Note: Besides the following recommendations, there is a requirement for a special scenario. If you intend to use the USA Regulatory Address Cleanse transform with caching of DPV and LACSLink directories, you must set your UNIX operating system's Data Segment Size limit to Unlimited. This system parameter must be set before starting the software. HP-UX for Itanium 64-bit kernel configuration For installations on HP-UX for Itanium64-bit systems, it's recommended that you use the following kernel configuration: SAP BusinessObjects Data Services Installation Guide for UNIX 11 1 Preparing to Install Pre-installation overview Comments Value Kernel parame- ter If you receive Cannot create thread run-time error message from the job, increase this value. 256 max_thread_proc Default value of 2048 is appropriate to use. 2048 maxfiles Enter the swap space configured on your system. 0X400000000 maxdsiz_64bit Default value of 256 MBis appropriate to use. 0X10000000 maxssiz_64bit Default value of 1 GB is appropriate to use. 0X40000000 maxtsiz_64bit Default value of 256 MBis appropriate to start using. However, if you expect many jobs to run at the same time, increase this value. 256 maxuprc This value gets calculated by HP-UX automatically. ((16*(NPROC+16+MAXUSERS)/10)+32 +2*(NPTY+NSTRPTY+NSTRTEL) nfile Default value of 4200 is appropriate to use. 4200 nproc AIX user resource limits For installations on AIX systems, it's recommended that you use the following user resource limits. You can display these settings by running the ulimit -a command from your SAP BusinessObjects Data Services installation login. 12 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview Comments Value User resource limit At least 2 GB 4194302 file (blocks) unlimited data (kbytes) At least 500 MB 512000 stack (kbytes) At least 2 GB 2097151 memory (kbytes) At least 2000 2000 nofiles (descriptors) Solaris user resource limits For installations on Solaris systems, it's recommended that you use the following user resource limits. You can display these settings by running the ulimit -a command from your SAP BusinessObjects Data Services login. Comments Value User resource limit unlimited file (blocks) unlimited data (kbytes) At least 8 K 8192 stack (kbytes) unlimited time (seconds) At least 1 K 1024 nofiles (descriptors) unlimited coredump (blocks) Unlimited, at least 2 GB unlimited vmemory (kbytes) Linux user resource limits For installations on Red Hat Linux systems, it's recommended that you use the following user resource limits. You can display these settings by running the ulimit -a command from your SAP BusinessObjects Data Services login. SAP BusinessObjects Data Services Installation Guide for UNIX 13 1 Preparing to Install Pre-installation overview Comments Value User resource limit unlimited file (blocks) unlimited data (kilobytes) At least 10 MB 10240 stack (kilobytes) unlimited time (cpu-seconds) 1024 nofiles (descriptors) unlimited coredump (blocks) unlimited memory (kilobytes) 4 lockedmem (kilobytes) 7168 processes Choose components and determine component distribution You may choose to upgrade or install components on one or more computers based on available resources and amount of system traffic. Note: You must install the Designer and Metadata Integrator on a supported Windows platform. You can install the other components on Windows, UNIX, or Linux platforms. The installation program can install multiple feature categories. 14 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview Description Component Feature category Server that executes batch jobs. Job Server Server Components Server that provides real-time access, routes real-time messages to the appro- priate real-time interface. Access Server Integration interfaces that provide ac- cess to technologies such as JMS (Java Messaging System) and Sales- force.com. Technology Interfaces Integration component that collects metadata froman SAPBusinessObjects Enterprise system for impact and lin- eage analysis in the Management Con- sole. Metadata Integrator (Windows only) Graphical user interface that is used to design and test all jobs. Designer (Windows only) Client Components Interface that creates and manages all types of repositories (local, central, pro- filer, and cleansing package). Repository Manager Web application server that can be used to deploy SAP BusinessObjects solution portfolio software. You can also use your own existing web application server. Tomcat application server (optional) Web Tier Compo- nents Web application that manages the SAP BusinessObjects Data Services environ- ment (monitors, executes, and sched- ules jobs), as well as metadata reporting (auto-documentation, Validation and Operational dashboards, Data Quality reports, and impact and lineage analy- sis). Management Console SAP BusinessObjects Data Services Installation Guide for UNIX 15 1 Preparing to Install Pre-installation overview Description Component Feature category Message Client API that other applica- tions can use to integrate with real-time jobs. Message Client Components Software product documentation. Documentation Components For complete description of the components and how they interact, see "Architecture" in the Getting Started Guide. Note: You can configure several Job Server and Access Server instances from one Job Server or Access Server installation. Configure Job Server and Access Server instances by using the Server Manager. You can install components on one or more computers based on available resources and the amount of traffic the system processes. Before installing components, consider the following: A local repository connects a Designer with a Job Server. You can install a Job Server on the same computer as the repository, on a stand-alone computer (with repository database client software), or on the same computer as a Designer. Any Designer can access any local repository and Job Server. Multiple Designers cannot simultaneously access the same local repository. Simultaneous access risks metadata corruption in the repository. Also, you cannot link Designer to more than one local repository at any given time. Install database client software on the computer containing the Job Server to support the repository associated with that Job Server. For example, if the repository associated with a Job Server named oradev is an Oracle database, then Oracle client software must be installed and configured on the computer containing the oradev Job Server. The following diagram depicts a simple distribution of components among computers in a network. Note that you can install each component on one or more computers. Also note that there are many possible connections between components. Each box in the diagram represents a different computer. 16 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview SAP BusinessObjects Data Services Installation Guide for UNIX 17 1 Preparing to Install Pre-installation overview You can install the Management Console on any computer with or without other components. The Management Console is Java-based; you have the choice to deploy it to the packaged Tomcat server or a previously installed application server. Related Topics Getting Started Guide: Architecture Getting Started Guide: Distributed architecture Create a database for each repository SAP BusinessObjects Data Services uses several types of repositories: Central Supports multi-user development and allows for check-in and check-out. Also provides versioning to keep and allow restore for several versions for the same object. Cleansing package Stores dictionaries for the cleansing packages used by Data Cleanse transforms. Local Working repositories where you create and modify applications. Profiler Stores profiling metadata when the built-in profiler is configured. You associate each Job Server with one or more local repositories. There is no relationship between central repositories and Job Servers. Create local repositories before you install each Job Server, or configure them after you install Job Servers by using the Repository Manager. Note: If you have Job Servers on more than one machine that connect to the same local repository, then the repository database connection properties for these Job Servers must be the same. A job will not run on a Job Server with conflicting connection properties. The database connection properties for different databases are shown in this table. 18 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview Connection property Database DSN DB2 DSN MySQL tnsnames Oracle Sybase Server Name Sybase ASE The number of databases you need depends on whether you want a single-user or multi-user development environment: To set up a single-user development environment, create a database for the local repository. To set up a multi-user development environment, create databases for each local repository (one per user) and a database for the central repository. Note: Multiple Designers can share the same profiler, profiler repository, or cleansing package repository. Related Topics Repository database requirements and preparation on page 22 Using the Repository Manager on page 63 Advanced Development Guide: Multi-user development Check port assignments On each computer, verify that all ports to be used by SAP BusinessObjects Data Services components are available and not in use by other programs. For a development system, you can install many components on the same computer. This simplifies many connections between components (the host name is always the same), but you must still define connections based on TCP/IP protocol. This table details the default ports: SAP BusinessObjects Data Services Installation Guide for UNIX 19 1 Preparing to Install Pre-installation overview Component To set Default Description Port Job Server Use Server Manager 3500 Receives commands from Designer, Access Server, and schedulers. Job Server port or TCP/IP port Use Server Manager 4001 Receives commands and sends data to adapters. Adapter/SNMP communication port Packaged Tomcat Application Server Tomcat conf\server.xml 28080 Supports communication be- tween web browsers and the Management Console. HTTP port Tomcat conf\server.xml 28005 Used to start and shut down the Web Server which sup- ports the Management Con- sole. Shutdown port Access Server Use Server Manager 4000 Receives and sends mes- sages from clients and ser- vices. Communication port Designer Choose Tools > Options in the Designer. 5001 Supports communication for the debugging feature. Interactive Debug- ger port Address Server LINK_DIR\bin\ad dress_server\Ad dressServerConfig.txt 40010 Supports communication for the Address Server. Control port 20 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Pre-installation overview Component To set Default Description Port LINK_DIR\bin\ad dress_server\Ad dressServerConfig.txt 40011 Supports communication for the Address Server. Application port Example: Default configuration The following configuration diagram shows default port numbers, as well as the packaged Tomcat installation. Default ports for other web application servers may differ. SAP BusinessObjects Data Services Installation Guide for UNIX 21 1 Preparing to Install Pre-installation overview Check network connections Before you install SAP BusinessObjects Data Services components, check the computers involved and verify network connections by executing the ping command on each computer. Example: Windows Designer and UNIX Job Server If the Designer will be on a Windows computer and your Job Server will be on a UNIX computer, from the Windows computer open the DOS prompt and enter: C:\> ping hostname where hostname is the host name of the UNIX computer. Then from the UNIX computer, log in as root and from the prompt, enter: $ ping hostname where hostname is the host name of the Windows computer. Repository database requirements and preparation SAP BusinessObjects Data Services stores your design metadata for source and target tables as well as database functions and definitions of built-in objects in database tables. This set of database tables is called the repository. You can create one repository during installation. If you want to create a repository in an existing database, you must create space for the repository before you run the installation program. The installation program connects to the repository and populates it. A repository requires a minimumof 20 MB of free disk space on the database server. The following sections detail required settings for: 22 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Repository database requirements and preparation IBM DB2 MySQL Oracle Sybase ASE Before you install the software, you should review this information in order to properly prepare your repository database. Note: You can also choose to skip creating a repository during installation, and use the Repository Manager to create it at a later time. Note: If you want to use multi-byte metadata, such as Japanese column names on imported tables or multi-byte data in Data Quality reports, your database must be configured to use Unicode character encoding, such as UTF-8. Related Topics Using the Repository Manager on page 63 To set up a database account To administer the repository database, you need to set up a database account. Complete the steps listed below before you install the software. 1. Create or select a user account that provides the software with the appropriate privileges to your database server. 2. Verify that you can log on to your database and carry out administrative tasks using this account. Setting up an empty database for the repository If you want to use an existing database server, you must create a new database on your database server before you install SAP BusinessObjects Data Services. The following database servers are supported for the repository database: IBM DB2 MySQL Oracle SAP BusinessObjects Data Services Installation Guide for UNIX 23 1 Preparing to Install Repository database requirements and preparation Sybase ASE Note: For information related to supported database software and version requirements, review the Products Availability Report (PAR) available in the SAP BusinessObjects Support > Supported Platforms section of the SAP Service Marketplace: http://service.sap.com/bosap-support. To use your existing database with the software, you need to prepare it. 1. Create a new database. 2. Create a new user account and password for the database to be used by the software. 3. Specify that the newuser account has the required permissions to create, modify, and delete tables and create procedures so that the database can be modified as necessary. 4. Record the name of the database, the user account, and the password when you run the installation program. During the installation, you can choose to reinitialize the existing database. This will cause new tables to be created in your existing database to store SAP BusinessObjects Data Services data. If you are unsure of the procedure for creating a new database, consult your specific database server documentation. Note: If you have an existing SAP BusinessObjects Data Services or SAP BusinessObjects Data Integrator repository, you can upgrade the repository during installation or use the Repository Manager to upgrade it after installation. If you have an existing SAP BusinessObjects Data Quality Management repository, create a new SAP BusinessObjects Data Services repository and see the Migration Considerations. 32-bit and 64-bit notes SAP BusinessObjects Data Services 32-bit and 64-bit software is supported on a variety of operating systems. When you use a database client with the 32-bit software, the 32-bit database client libraries must be installed and referenced in the library paths. For example, the default installation of the Oracle 64-bit client includes installation of the 32-bit client. For non-standard installations, these libraries must be specified as part of the installation. After installation, the libraries should be in the $ORACLE_HOME\lib32 directory. 24 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Repository database requirements and preparation If these 32-bit libraries are not present, you receive an error message stating that the software cannot load the client library. Examples of error messages include: (5.2) 02-05-02 14:55:23 (E) (26797:0001) CON-120103: System call <dlopen> to load and initialize functions failed for <libclntsh.a>. Make sure the SHARED LIBRARY is installed and resides in the correct location. (5.2) 02-05-02 14:55:23 (E) (26797:0001) REP-100108: Cannot perform operation on Repository<Default Repository> because a connection to the repository was never opened. A connection must be opened to the repository before performing any opera tion. When you use a database client with the 64-bit software, the 64-bit client libraries must be installed and referenced in the library paths. DB2 database setup requirements A local or central SAP BusinessObjects Data Services repository requires that you create a dedicated database and define a user with the following rights: To create a table To start a session To create a sequence Install the DB2 Application Enabler software and use DB2 Control Center and DB2 Script Center to verify the connection between the Designer computer and the repository computer. Note: For a repository on DB2, the software also requires a temporary table space with a page size of 8-16K. When the database is created, you need to prepare it for the installation. Related Topics To prepare your database on page 27 SAP BusinessObjects Data Services Installation Guide for UNIX 25 1 Preparing to Install Repository database requirements and preparation MySQL database setup requirements To log in to the Repository Manager and the Designer later, you must supply the following information when you create a repository on MySQL : ODBC (MySQL) Data Source Name The MySQL DSN should be set in $ODBCINI. During installation, input $ODBCINI. If $ODBCINI has been set before installation, the default value is shown. Username Password Note: ODBC driver version 3.51.22 is recommended for use with MySQL. For 64-bit UNIX platforms, the unixODBC driver is also required. If unixODBC is not installed to the default location (/usr/lib), $DS_LIB_PATH must contain the path to the unixODBC driver location. The installation program adds $DS_LIB_PATH to the library path automatically if it is set. Related Topics To prepare your database on page 27 Oracle database setup requirements A local or central SAP BusinessObjects Data Services repository requires that you create a dedicated database and define a user with the following rights: To create a table To start a session To create a sequence Grant the user the connect and resource roles. For Oracle 10G/R2, also grant the create view role. Install the Oracle client software and use SQL*Plus to verify the connection between the Designer computer and the repository. 26 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Repository database requirements and preparation Note: To store multi-byte characters in a repository table when the repository is on an Oracle database, you must change the Oracle database character set to a code page that supports the multi-byte language that you plan to use or you risk corrupting your metadata. For example, to store Japanese characters, change the Oracle database character set to either SHIFT_JIS or UTF8. When the database is created, you need to prepare it for the installation. Tip: Export the ORACLE_HOME environment variable prior to installation. The installation program will add this variable to the environment configuration, even if you choose to skip repository configuration during installation. Related Topics To prepare your database on page 27 Sybase database setup requirements A local or central SAP BusinessObjects Data Services repository requires that you create a dedicated database and define a user. Note: For UNIX Job Servers, when logging in to a Sybase repository in the Designer, the case you type for the database server name must match the associated case in the SYBASE_Home\interfaces file. If the case does not match, you might receive an error because the Job Server cannot communicate with the repository. When the database is created, you need to prepare it for the installation. Related Topics To prepare your database on page 27 To prepare your database 1. Create a new, empty database on your database server. 2. Create a new user and assign it a secure password. 3. Ensure that the new account has permission to create, modify, delete tables and create procedures so that the software can modify the database as required. SAP BusinessObjects Data Services Installation Guide for UNIX 27 1 Preparing to Install Repository database requirements and preparation Note: If you are not the owner of the database, you must have permissions to perform the necessary operations. 4. Before you begin your installation, ensure the following are set up: Information required Database type DB2 database alias DB2 ODBC datasource name MySQL tnsnames connect identifier Oracle Sybase server name Database name Sybase ASE Note: The Sybase server name is a combination of the host name and the port number which is set by your database administrator in the file sql.ini. 5. Record these details because you are required to provide them during installation: The name of your database, ODBC datasource name, Sybase server name, Oracle tnsnames connect identifier, or DB2 database alias. The user account and the password authorized to the database. For information on how to create a new database, consult your database server documentation or your database administrator. Related Topics DB2 database setup requirements on page 25 MySQL database setup requirements on page 26 Oracle database setup requirements on page 26 Sybase database setup requirements on page 27 28 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Repository database requirements and preparation Database-specific requirements for Data Cleanse SAP BusinessObjects Data Services has specific requirements for the database repository used by cleansing packages or custom Data Cleanse dictionaries created using Universal Data Cleanse. For disk space requirements, see the Products Availability Report (PAR) available in the SAP BusinessObjects Support > Supported Platforms section of the SAP Service Marketplace: http://service.sap.com/bosap-support. Requirements for specific database server and client settings are described in the following table: SAP BusinessObjects Data Services Installation Guide for UNIX 29 1 Preparing to Install Repository database requirements and preparation Required settings Database type Server settings Code Page 1208 Character Set UTF-8 Note: When creating a DB2 9 database, be sure to check the Enable Database for XML option. Client settings DB2CODEPAGE 1208 You can use the db2set utility to configure this environ- ment variable. For more information, see the DB2 docu- mentation. Note: The DB2 client version must match the DB2 server version. For example, if your server uses DB2 9, use the DB2 9 client. DB2 The MySQL server and client must be configured with UTF-8 as the default character set. Ensure that your ODBC connection entry in the odbc.ini file contains the line charset = utf8. MySQL Oracle 30 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Repository database requirements and preparation Required settings Database type Server settings NLS_CHARACTERSET AL32UTF8 NLS_NCHARSET AL16UTF16 To determine the currently configured character set, you can use the following select statement on the Oracle server: Select * from nls_database_parameters WHERE PARAMETER = 'NLS_CHARACTERSET' OR PARAMETER = 'NLS_NCHAR_CHARACTERSET' Client settings NLS_LANG AMERICAN_AMERICA.AL32UTF8 Note: The Oracle client version must match the Oracle server version. For example, if your server uses Oracle 9, use the Oracle 9 client. Installation scenarios Standard installation overview A standard installation allows you to specify which components to install. You may want to perform a custom installation when you want to exclude some components, or install only a limited set of components. The installable feature categories include: Server Components Web Tier Components Message Client Components Documentation Components SAP BusinessObjects Data Services Installation Guide for UNIX 31 1 Preparing to Install Installation scenarios By default, Tomcat is installed as the web application server. You can also choose to use your own web application server during the installation process. Note: During installation, you can choose whether to configure many of the components, such as Job Servers and Access Servers. If you skip component configuration during installation, you can use the configuration tools to accomplish these tasks after installation has finished. Related Topics Choose components and determine component distribution on page 14 Getting Started Guide: Architecture To perform a standard installation 1. Obtain the software and licensing keycodes. 2. Confirm requirements and determine component distribution. 3. Check port assignments and network connections. 4. Create databases for repositories that you want to configure during installation. 5. Install components. After installation, you can performany additional configuration needed using the configuration tools. For example, you can: Create additional local, central, or cleansing package repositories with the Repository Manager. Register any repositories in the Management Console. Create and configure a profiler repository. Configure additional Job Servers with the Server Manager. Add any additional license keycodes with the License Manager. Related Topics Pre-installation overview on page 8 Beginning your installation on page 36 Using the Repository Manager on page 63 Using the Server Manager on page 66 Using the License Manager on page 77 32 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Installation scenarios Silent installation overview You can run a silent installation to install SAP BusinessObjects Data Services from the command line using a response file containing installation parameters. This method is particularly useful when you need to perform multiple installations or you do not want to interrupt people who are working on machines in your system. You can also incorporate the silent installation command into your own build scripts. For example, if your organization uses scripts to install software on machines, you can add the silent installation command to those scripts. You may want to choose a silent installation when: You are already familiar with the installation program. You need an automated method for performing similar installations on several machines. You do not want to run the installation program. Related Topics Overview of silent installation on page 50 SAP BusinessObjects Data Services Installation Guide for UNIX 33 1 Preparing to Install Installation scenarios 34 SAP BusinessObjects Data Services Installation Guide for UNIX Preparing to Install 1 Installation scenarios Standard Installation 2 Beginning your installation The following instructions lead you through the initial steps of setting up your SAP BusinessObjects Data Services installation. In this stage you will do the following: Agree to the license terms. Enter the product activation keycode. Select where to install the software. Select which features to install. When you perform the following installation, all the components that you select are installed on the local machine. You can start installation by running ./install.sh. After the "Welcome" screen is displayed, press Enter to begin your installation. Tip: Before beginning your installation, review the pre-installation overview to ensure that you have prepared all necessary systems. Related Topics Pre-installation overview on page 8 To accept the license agreement At the "License Agreement" screen, reviewand accept the license agreement for SAP BusinessObjects Data Services. You must accept the agreement to continue with the installation. 1. Review the License Agreement. 2. Press Y to accept the License Agreement. You cannot continue unless you accept the License Agreement. 3. Press Enter to continue the installation. 36 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 Beginning your installation To specify the installation location At the "Directory Selection" screen, enter the location for your SAP BusinessObjects Data Services installation. 1. Specify where to install the components. The default location is $HOME/businessobjects. Restriction: The installation location does not support multi-byte characters. To install the software on a system with a multi-byte locale, you can specify the installation location with single-byte characters or use the default location. Note: The installation program creates an environment variable named $LINK_DIR for the dataservices directory created at this path. $LINK_DIR is used throughout the software documentation to refer to this directory. 2. Press Enter to continue the installation. To enter a product keycode At the "Enter Product Keycode" screen, provide a product keycode for your SAP BusinessObjects Data Services installation. 1. Enter a valid code in the Product Keycode field. Note: You can enter a single base product keycode during installation. If you need to add additional keycodes for other features that you've purchased, you can enter them after installation by using the License Manager. 2. Press Enter to continue the installation. To select which features to install At the "Select Components" screen, choose which components to install. 1. Select the features that you want to install or deselect features that you do not want to install: SAP BusinessObjects Data Services Installation Guide for UNIX 37 2 Standard Installation Beginning your installation Description Feature catego- ry Includes the Job Server, Access Server, Address Server, Technology Interfaces, and other adapters. All server components install by default unless dese- lected. Server compo- nents Includes the optional Tomcat application server instal- lation and the Management Console web application (including the Administrator, Impact and Lineage Analysis, Operational Dashboards, Data Quality Dashboards, Auto Documentation, and Data Quality Reports). All Web Tier components install by default unless de- selected. Web Tier com- ponents Includes the C++ and Java libraries for integrating external application with real-time jobs. The Message Client components do not install by default unless selected. Message Client components Includes software documentation as PDF documents. The Documentation components install by default unless deselected. Documentation components 2. When you have made your component selections, press Enter to continue. To select a repository At the "Repository Selection" screen, choose which type of database to use for the repository. 1. Select the type of repository that you want to configure. Use an existing database server Skip configuration 38 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 To select a repository You can configure one local repository during installation. If you skip the configuration, or you need more repositories, you can configure additional repositories later by using the Repository Manager. Caution: It's recommended that you do not use database tools to attempt to quickly replicate additional repositories. By using the Repository Manager to create and seed multiple repositories individually, you can avoid potential issues related to the configuration of repository objects. 2. Press Enter to continue. Related Topics Using the Repository Manager on page 63 To configure an existing database server The "Local Repository Database Type" screen appears if you chose to use an existing database server as your repository for the new SAP BusinessObjects Data Services installation. At this screen, specify the connection information for the database where the repository will be created. 1. Select a database type and press Enter to continue. Depending on your database type selection, corresponding input fields are displayed. 2. Provide the database-specific required information in the fields displayed. SAP BusinessObjects Data Services Installation Guide for UNIX 39 2 Standard Installation To select a repository System vari- able Required information Database type $DB2DIR DB2 client location DB2 alias name DB2 $ODBCINI Full path of odbc.ini MySQL $ORACLE_HOME Oracle client location Oracle TNSNAME identifier Oracle $SYBASE Sybase client location Sybase ASE Tip: The fields displayed support a maximum of 70 characters. However, if the required system variables have been exported prior to starting the installation setup program, they will be displayed in each field as $vari able_name. By exporting the variables prior to installing, you can use values longer than 70 characters. 3. In the User name field, specify the user name for the account authorized to use the database. 4. In the Password field, specify the password for the account authorized to use the database. 5. Press Enter to continue. 6. If you are upgrading froman existing SAPBusinessObjects Data Integrator or SAP BusinessObjects Data Services repository, select Upgrade to keep and upgrade the existing repository. If you are creating a new repository, select Create. Caution: If you choose to use Create on an existing repository, the repository tables are recreated, and all data in the existing repository will be lost. 7. Press Enter to continue. Note: The SAP BusinessObjects Data Services installation setup program configures only the database connectivity for the repository, not additional 40 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 To select a repository source or target databases. If you need to access other systems as database source or targets, you can configure them after installation. Related Topics Configuring additional database connectivity on page 56 To configure a Job Server At the "Configure Job Server" screen, create a new job server. 1. Select the type of Job Server configuration to perform: Configure a new Job Server (Default) Skip Job Server configuration If you skip the configuration, you can configure a Job Server later using the Server Manager. Any existing Job Servers from a previous SAP BusinessObjects Data Integrator or SAP BusinessObjects Data Services installation will be retained, unless it has been uninstalled or DSCon fig.txt has been removed. 2. Press Enter to continue. 3. If you chose to configure a new Job Server, specify a name and port number for the new server in the Job Server name and Job Server port fields. The default Job Server port is 3500. 4. If you need to enable SNMP support, select Enable SNMP. 5. If you need to change the runtime resources for the Job Server, click Job Server advanced configure. The Job Server details screen is displayed. Make any necessary configuration changes. 6. Press Enter to continue. Related Topics To configure Job Servers on page 69 To configure an Access Server At the "Configure Access Server" screen, create a new access server. 1. Select the type of Access Server configuration to perform: SAP BusinessObjects Data Services Installation Guide for UNIX 41 2 Standard Installation To configure a Job Server Configure a new Access Server (Default) Skip Access Server configuration Note: The Access Server is only required for real-time processing. If you do not need real-time processing, skip Access Server configuration. Real-time and transactional processing is not licensed in all SAP BusinessObjects Data Services packages and is available as an option. If you skip the configuration, you can configure an Access Server later by using the Server Manager. Any existing Access Servers froma previous SAP BusinessObjects Data Integrator or SAP BusinessObjects Data Services installation will be retained, unless it has been uninstalled or DSConfig.txt has been removed. 2. Press Enter to continue. 3. If you chose to configure a new Access Server, specify a directory and port number for the new server in the Access Server directory and Access Server port fields. The default directory for the Access Server is LINK_DIR/bin/AccessServ er_1 and the default port is 4000. Restriction: The Access Server directory path cannot exceed 70 characters. 4. Press Enter to continue. Related Topics To configure Access Servers on page 73 To select a web application server If you chose to install the Web Tier Components, you need to provide information about the web application server that will work with your software. Use the "Select Web Application Server" screen to either install Tomcat as your application server, or to work with your existing web application server. To configure your web application server for SAP BusinessObjects Data Services, you need account information along with port information. 1. Select one of the following options: Use an existing web application server Install Tomcat application server 42 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 To select a web application server 2. Press Enter to continue. 3. To use your current Web application server, choose your server type from the drop-down list provided. Tip: You can configure the server during the current installation process. You will need to provide access information for this server in a subsequent screen. 4. Press Enter to continue. Note: You can use the Manual Deploy option to install the SAP BusinessObjects Data Services web application WARfiles and then manually deploy the WAR files to a supported web application server after installation. You must perform the manual deployment on the same machine where Data Services is installed. For manual deployment instructions for a specific web application server, refer to SAP Note 1347589 in the SAP Service Marketplace. For a list of supported web application servers, see the Products Availability Report (PAR) available in the SAP BusinessObjects Support > Supported Platforms section of the SAP Service Marketplace: http://ser vice.sap.com/bosap-support Related Topics SAP Note 1347589 To configure your Tomcat application server The "Configure Tomcat" screen is displayed during installation setup if you choose to install Tomcat as the web application server for your current SAP BusinessObjects Data Services installation. At this screen, configure Tomcat. 1. In the fields provided, specify which port numbers will be used by Tomcat for connection, shutdown, and redirect. Tip: You can accept the default values for each port setting. 2. Press Enter to continue. SAP BusinessObjects Data Services Installation Guide for UNIX 43 2 Standard Installation To select a web application server Note: If you need to change the Tomcat port settings after installation, you can modify the Tomcat setup.xml file. By default, this file is installed to the /bobje/tomcat/conf directory at the same level as $LINK_DIR. To configure an existing Web application server The "Select a Web Application Server to Deploy to" screen is displayed during installation after you specify an existing server in the "Select Web Application Server" screen. 1. Select the type of web application server that you want to use. 2. Press Enter to continue. 3. Specify the required configuration information for your existing web application server. 44 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 To select a web application server Required information Web Application Server Server Instance: Name of the current web application server instance (for example, localhost). Application Server Installation Directory: The directory where the web application server is installed. Apache Tomcat 5.5 Port: Administration port of the application server (for example, 7001). This is mandatory for Weblogic. Username: User name with administration rights to the application server. This is mandatory for Weblogic. Password: Password for account with administration rights to the appli- cation server. This is mandatory for Weblogic. Server Instance: Name of the current web application server instance (for example, mserver1). Application Server Installation Directory: The directory for the web application server instance (for example, /bea/weblogic10/samples/do mains/wl_server). WebLogic 10 Port: Administration port of the application server (for example, 7001). This is mandatory for Weblogic. Username: User name with administration rights to the application server. This is mandatory for Weblogic. Password: Password for account with administration rights to the appli- cation server. This is mandatory for Weblogic. Server Instance: Name of the current web application server instance (for example, mserver1). Application Server Installation Directory: The directory for the web application server instance (for example, /bea/weblogic92/samples/do mains/wl_server). WebLogic 9 WebSphere 6.1 SAP BusinessObjects Data Services Installation Guide for UNIX 45 2 Standard Installation To select a web application server Required information Web Application Server Port: Administration port of the WebSphere application server (that is, the SOAP port). If not specified, the default SOAP port will be used. Username: User name with administration rights to the WebSphere ap- plication server. Note: If Admin is Secure is not selected, you do not need to specify a username or a password. Password: Password for account with administration rights to the appli- cation server. Server Instance: Name of the current web application server instance (for example, server1). Virtual Host: The virtual host to which the application must be bound (for example, default_host). Admin is Secure: Select this option to enable security requiring admin- istrative access credentials to the application. If WebSphere was installed with the secure option, this is required. Application Server Installation Directory: The directory for the web application server instance (for example, /WebSphere/AppServer/pro files/AppSrv01). 4. Press Enter to continue. Note: To deploy the Management Console to a web server farm, run the SAP BusinessObjects Data Services installation program on each web server in the farm. To start the installation The "Start Installation" screen is the final screen in the installation program. Reviewthe components that will be installed and any associated settings. If you want to make changes, press CTRL + B. All entries are retained; you do not need to re-enter all the information. Note: If you are running the ./install.sh program from the command line, and have the -w filename parameter switch enabled, this is the point 46 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 To start the installation at which you can cancel the installation process to have the .ini file written with all the installation parameter information. This .ini file can then be used in silent and scripted installations. Press Enter to start the final installation process. Note: To ensure proper operation, it's recommended that you restart the computer after you install or uninstall SAP BusinessObjects Data Services. SAP BusinessObjects Data Services Installation Guide for UNIX 47 2 Standard Installation To start the installation 48 SAP BusinessObjects Data Services Installation Guide for UNIX Standard Installation 2 To start the installation Silent Installation 3 Overview of silent installation There is a method for running SAP BusinessObjects Data Services installations for UNIX directly from the command line: Silent installation using a response file referred to as a scripted installation in this guide Scripted installation can be used to automate installations across multiple machines and requires you to specify a response file. Silent installation is particularly useful when you need to perform multiple installations, as you can save time and avoid being prompted for information by the installation program. You can also integrate the scripts and commands into your own installation scripts. Performing a scripted installation While setting up an installation process, you can write installation settings to a specified response file. The file is generated once the installation setup program is ready to start the installation. The response file supports the standard installation type available for SAP BusinessObjects Data Services. Tip: You do not start the installation process to generate the response file. Press CTRL + X to abort the installation once you reach the final screen in the installation program. To create a response file 1. Mount the device that contains the installation files. Note: If you run the installation script without copying the files to a temporary location, you will be prompted to specify a temporary location for the installation. 2. In the command line, type ./install.sh -w and the file path for the response file you want to generate. For example: 50 SAP BusinessObjects Data Services Installation Guide for UNIX Silent Installation 3 Overview of silent installation ./install.sh -w responseFilePath/responseFileName Note: You must include both the path and file name for the response file you want to generate. 3. Press Enter to launch the installation program. 4. Followthe onscreen instructions to enter your preferred installation settings until you reach the final screen of the installation program. These settings are recorded in the response file. 5. Press CTRL + X to abort the installation once you reach the "Start Installation" screen in the installation program. You can access the response file from the directory you specified in step 2. To run a scripted installation You need to have a response file residing in a known directory. The MACHINE NAME parameter must be specified in the response file if you are replicating an installation. If the parameter is not specified, the local server name will be used by default. 1. Mount the device that contains the installation files. Note: If you run the installation script without copying the files to a temporary location, you will be prompted to specify a temporary location for the installation. 2. In the command line, type the following information: install.sh -r response.ini -i /installDirectory/ -s /cd/setup/DISK_1/ -r filename Specifies the name of the response file you want the installation program to read for installation parameters. -i INSTALLDIR Specifies the installation directory for the scripted installation. -s SOURCEDIR This optional command specifies the location of the cd directory. The source directory must point to the location of DISK_1 in the installation CD. If not specified, the CD directory setting in the response file will be used. 3. Press Enter to launch the installation. SAP BusinessObjects Data Services Installation Guide for UNIX 51 3 Silent Installation Performing a scripted installation 52 SAP BusinessObjects Data Services Installation Guide for UNIX Silent Installation 3 Performing a scripted installation After Installation 4 Setting environment variables The Job Server requires that certain environment variables be set up. To set up these variables, users who run or administer Job Servers must run a script (al_env.sh). Run this script with the syntax required by your environment. For example: $ cd $LINK_DIR/bin/ $ . ./al_env.sh You can also add this command to your login script so that it is always configured. For example, add the following line to the .profile: . $LINK_DIR/bin/al_env.sh If the script fails to run, no error messages appear. To make sure that the variables' values are properly set, check one or more of the following. Tip: Use the echo command to verify environment variable settings. 54 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Setting environment variables Details Variable SAP BusinessObjects Data Services installation directory (set by the installation program) $LINK_DIR For HP-UX. Must include $LINK_DIR/bin and the location of the database libraries. If you want to use a 64-bit Oracle client, $LINK_DIR/bin must be listed before any 64-bit Oracle shared library path. $SHLIB_PATH For Solaris or Linux. Must include $LINK_DIR/bin and the location of the database libraries. If you want to use a 64-bit Oracle client, $LINK_DIR/bin must be listed before any 64-bit Oracle shared library path. $LD_LIBRARY_PATH For AIX. Must include $LINK_DIR/bin and the location of the database libraries. If you want to use a 64-bit Oracle client, $LINK_DIR/bin must be listed before any 64-bit Oracle shared library path. $LIBPATH Required for an Oracle source, target, or reposito- ry. $ORACLE_SID Required for an Oracle source, target, or reposito- ry. If you want to use a 64-bit Oracle client, this must point to the 64-bit Oracle installation. $ORACLE_HOME Required for a DB2 source, target, or repository. $DB2INSTANCE Required for a DB2 source, target, or repository. $DB2DIR SAP BusinessObjects Data Services Installation Guide for UNIX 55 4 After Installation Setting environment variables Details Variable Required for a Sybase ASE source, target, or repository. $SYBASE Required for a Sybase ASE source, target, or repository. $SYBASE_OCS Required for an ODBC source or target. $ODBCINI Must include $LINK_DIR/bin and database home/bin. $PATH If the variable settings are not properly configured and you start any SAP BusinessObjects Data Services utility, error messages will appear to indicate that database server files are missing. If you see such an error, verify that al_env.sh contains commands to set the appropriate database home locations. Run al_env.sh for the account used by the Job Server, or start the Job Server using an account that has all necessary environment variables defined in its .profile. Configuring additional database connectivity By default, the SAPBusinessObjects Data Services installation setup program configures database connectivity for the repository only. To access other database systems as sources and targets in your jobs, you need to add the appropriate configuration information to the al_env.sh file. The following sections detail the information required for each database type. Note: The following examples are for the Linux platform and use LD_LIBRARY_PATH. For AIX or HP-UX platforms, use LIBPATH or SHLIB_PATH respectively. 56 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Setting environment variables Attunity export NAVROOT=your_Attunity_root_path export LD_LIBRARY_PATH=$NAVROOT/lib:$LD_LIBRARY_PATH export PATH=$PATH:$NAVROOT/bin DB2 export LD_LIBRARY_PATH=your_DB2_client_path/sqllib/lib:$LD_LI BRARY_PATH ODBC The syntax for an ODBC connection varies depending on the type of database. For example, for a MySQL ODBC connection: LD_LIBRARY_PATH=MySQL_Driver:unixODBC_library_path:$LD_LI BRARY_PATH export ODBCINI=your_odbc.ini_file Oracle export ORACLE_HOME=your_Oracle_home export LD_LIBRARY_PATH=$ORACLE_HOME/lib:$ORACLE_HOME/net work/lib:$LD_LIBRARY_PATH Teradata export LD_LIBRARY_PATH=/usr/odvc/drivers:/usr/odbc/lib:/opt/ter adata/client/transporter/lib:$LD_LIBRARY_PATH export PATH=/opt/teradata/client/bin:/opt/teradata/client/trans porter/bin:$PATH export COPERR=/opt/teradata/client/lib export ODBCINI=your_odbc.ini_file Sybase ASE For Sybase ASE version 12.5 on UNIX platforms, you must first run a script to generate the shared bulk load library. By default, the script is installed to LINK_DIR/AWSybase/buildlbk.sh. For additional information, see LINK_DIR/AWSybase/readme.txt. SAP BusinessObjects Data Services Installation Guide for UNIX 57 4 After Installation Setting environment variables Starting services automatically To start Job and Access Servers automatically when the server restarts, you must install the actaservices script with root privileges. Run the $LINK_DIR/bin/autostrt.sh script: # cd $LINK_DIR/bin/ # autostrt.sh $LINK_DIR High-availability support If you run SAP BusinessObjects Data Services on AIX and you have High Availability Clustered Multi-Processing (HACMP) software version 4.4.0, use HACMPsoftware to minimize downtime of your system. The software includes start and stop scripts that support HACMP software. About HACMP software HACMP software makes applications and software systems highly available, restoring essential services when a system component or application fails. To support HACMP software, you replicate software and hardware systems to guarantee backup of essential services. Within HACMP software, you define each complete system as a resource group. When a component fails in a resource group, HACMP software quickly restores essential services by starting the failed system on an alternate computer, called a node, or group of networked computers, called a cluster. To use HACMP software to make a system highly available: 1. Define the system as a resource group (a logical group that the HACMP software and AIX operating system manages). 2. Install the necessary components to support the system on duplicate hardware systems, creating clusters or nodes that can support identical services that the system processes. 3. Define takeover relationships that determine which cluster or node supports the resource group at any given time. There are three types of takeover relationships: Cascading 58 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Starting services automatically Clusters are listed along with a priority rank. Control of the resource group goes to the active cluster with the highest priority ranking. Control can change due to failure or to the reactivation of a cluster with a higher priority rank. Concurrent Multiple clusters support the resource group at the same time. Rotating Clusters are listed along with a priority rank. Control of the resource group goes to the active cluster with the highest priority ranking. Control only changes due to the failure of a cluster. Using the software with HACMP SAP BusinessObjects Data Services contains start and stop scripts that support HACMP software. These scripts run when a newcluster takes control of the software resource group. The start script: Identifies jobs scheduled before the previous cluster failed and launches those jobs in recovery mode Identifies jobs scheduled to start during cluster down time and launches those jobs Synchronizes the cron file on the new cluster with the cron file on the previous cluster When using the software with HACMP, you should be aware of several requirements and restrictions: There can be no single point of failure, or the additional availability provided by HACMP is compromised. You must use the same user ID on all clusters where you install the software. The database systems that support jobsthe repository, sources, and targetsmust also be highly available. You cannot use a concurrent takeover relationship for the software resource group. You can use HACMP only with batch jobs. You must enable automatic recovery for all scheduled jobs. You must also enable the recurrent option for all scheduled jobs. SAP BusinessObjects Data Services Installation Guide for UNIX 59 4 After Installation High-availability support To use the software with HACMP 1. Install the Job Server on a file system in the shared volume group from a single cluster node. 2. On each cluster node, define the same mount point for the file system. SAP BusinessObjects Data Services and its configuration is made available for the rest of the cluster nodes. 3. Copy the start and stop scripts (acta_start.sh and acta_stop.sh) from the $LINK_DIR/hacmp directory to the HACMP scripts directory on each of the cluster nodes. 4. In the HACMP software: a. Define the software as a resource group (a logical group that the HACMP software and AIX operating system manages). b. Define takeover relationships that determine which cluster or node supports the software resource group at any given time. c. Designate the start and stop scripts as the start and stop scripts for the software resource group. 5. Configure the software to use HACMP. 60 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 High-availability support To configure the software to use HACMP 1. Run the Server Manager. $ cd $LINK_DIR/bin/ $ . ./al_env.sh $ ./svrcfg Note: The second command sets required environment variables before ./svrcfg starts the Server Manager. The Server Manager main screen appears. 2. Enter 1 and stop the Job Service. 3. Enter 7 to configure HACMP. The HACMP configuration screen appears. ------------------------------------------------------------------ ** Current HACMP Configuration for Data Services Resource Group ** ------------------------------------------------------------------ Service IP Label Domain Name ---------------- ----------- aixserver1 ------------------------------------------------------------------ e: Edit Configuration y: Re-sync all repos q: Quit 4. Configure HACMP. SAP BusinessObjects Data Services Installation Guide for UNIX 61 4 After Installation High-availability support Description Command Specifies the Service IP Label used while configuring SAP BusinessObjects Data Services' resource group. When you finish configuration, the software resynchro- nizes all repositories and the configurations for the SNMP agent with the current Service IP Label and domain name. This means: The Job Service must be stopped prior to editing the configuration. You must re-add repository connections to the Man- agement Console, reconfigure real-time services and adapters, and reschedule batch jobs. E Manually resynchronizes all repositories. Note: Resynchronizing all repositories is not required unless you see an error message after editing the configuration. For example, a repository might not get updated to use the configured Service IP Label if the associated database is unavailable. After correcting the problem, you can use this option to resynchronize the repository. Y 5. Enter q and then x to exit the Server Manager. Installing cleansing packages Installing a cleansing package prepares your system to use Data Cleanse to control parsing of name and firm data for the specific cleansing package language. Ensure that your environment meets the database-specific codepage and disk space requirements. See the Products Availability Report (PAR) available in the SAP BusinessObjects Support > Supported Platforms section of the SAP Service Marketplace: http://service.sap.com/bosap-sup port. Note: For custom Data Cleanse dictionaries you plan to create using Universal Data Cleanse, you do not need to install a cleansing package. You can use 62 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Installing cleansing packages the local or central repository. However, you must ensure that the repository you use meets the database-specific codepage and version requirements. 1. Install the cleansing package data on both the client and server systems by running ./install_console from the cleansing package installation disc or downloaded location. If you are using a systemthat has XWindows, you can run the installation program in graphical mode by running ./install_gui. The cleansing package installer lays down the required reference data to LINK_DIR/DataQuality/datacleanse. 2. Use the Repository Manager to load the cleansing package files into your repository. Related Topics Database-specific requirements for Data Cleanse on page 29 Using the Repository Manager on page 63 Using the Repository Manager You can use the executable called repoman (stored in the $LINK_DIR/bin directory) to create or update repositories after SAP BusinessObjects Data Services installation. Specify parameters using a command prompt. $ ./repoman Usage: -U<User> : Repository login user -P<Password> : Repository login password -S<Server> : Repository server name -N<DatabaseType> : Repository database type -Q<Database> : Repository database -t<Type> : Repository type: local, central, profiler, cp (cleansing package) -b : Check database connectivity -c : Repository create -u : Repository upgrade -v : Repository version -d : Show details -a : Repository security -l : Create log file -z : Create error file (local, central, profiler modes) -m<Operation> : Cleansing package mode operations -z<ZipFile> : Source zip file (cleansing package mode) SAP BusinessObjects Data Services Installation Guide for UNIX 63 4 After Installation Using the Repository Manager -p<PortNumber> : Database port number (cleansing package mode) For example: ./repoman -Usa -P -NDB2 -SServer -QJake -c -tcentral -d or ./repoman -UJake -PJake -NOracle -Sdbsvr -v Usage: Description Flag Repository login user This parameter is required for all database types. -U Repository login password This parameter is required for all database types. -P Repository server name: For Oracle: TNSNAME defined in tnsnames.ora For DB2: data source For Sybase ASE: server For MySQL: ODBC data source name This parameter is required for all database types. -S Repository database type: DB2 Oracle Sybase MySQL This parameter is required for all database types. -N Repository database name This parameter is required only for Sybase ASE, and in cleansing package mode for MySQL. -Q 64 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Repository Manager Description Flag Repository type: local central profiler cp (cleansing package) -t Operation mode: Creates repository -c Operation mode: Upgrades repository -u Operation mode: Gets repository version -v Operation mode: Shows details -d Central repository security -a Overwrite existing repository -o Cleansing package mode operations: VerifyDB Verifies the cleansing package database connection Create Loads zip file data into the database GetVersion Compares the version information stored in the zip file with the database GetVersionInfo Reads the dictionary name and version information from the zip file -m Cleansing package source zip file name -z Database port number -p SAP BusinessObjects Data Services Installation Guide for UNIX 65 4 After Installation Using the Repository Manager Note: For cleansing package mode, only the following parameters are required: -U, -P, -S, -N, -Q (MySQL only), -t, -m, -z, -p (MySQL only) Other parameters (-c, -u, -v, -d, -a, -o) are not applicable for cleansing package mode. Note: To upgrade a cleansing package, first export any dictionary changes using the Designer. After loading the newcleansing package, reapply the dictionary changes with the bulk load feature. Additionally, it's recommended that you use the new rule file included with a new cleansing package. Using the new rule file with an older dictionary may cause unpredictable results. Related Topics Upgrading cleansing packages on page 100 Using the Server Manager Use the Server Manager to create, edit, or delete Job Servers and Access Servers after installation. The Server Manager displays the following: 66 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Server Manager Job Server information Description Option This name uniquely identifies the Job Server. The Job Server name cannot be changed. Server name The port number is a TCP/IP port that the Job Server uses to receive commands from the Designer and an Access Server. If a computer hosts multiple Job Servers, each Job Server must have a unique port number. Choose a port number that is not used by another process on the comput- er. It's recommended that you use 3500. If you are unsure of which port number to use, use the default port number and increment it for each additional Job Server you config- ure. TCP/IP port num- ber If this computer hosts adapters or the SNMP agent, you must designate one (and only one) Job Server to support them. Once a Job Server is set to support adapters and SNMP communication (a port is entered and saved), it is marked on the Job Server Configuration screen with this label. Supports adapter andSNMPcommu- nication on port This option enables SNMP support on the Job Server. After one Job Server per computer is set as the one supporting adapters and SNMP, it and additional Job Servers can be enabled for SNMP. Enable SNMP Run-time resource information Description Option This directory contains the pageable cache that the software uses for memory-intensive operations and for file transfer types when Automatic is specified in the Data_Transfer transform. Pageable cache directory The software uses this starting port number for peer-to-peer communication between data flows or sub data flows that are running on different Job Servers. The default is 1025. Start port Access Server information SAP BusinessObjects Data Services Installation Guide for UNIX 67 4 After Installation Using the Server Manager Description Option Server number This sequence number uniquely identifies the Access Server on this machine. The Access Server number cannot be changed. The directory containing Access Server information. Directory This port number is used to communicate between the Access Server and the Administrator. The default is 4000. Communication port Additional parameters used by the Access server View Access Server parameters by typing AL_Ac cessServer at the command line. For more information, see "Real Time Performance" in the Management Con- sole: Administrator Guide. Parameters Enter Y to activate the Access Server. Enable Job service information Description Option The directory containing AL_JobService information. Service exe- cutable path Status of the SAP BusinessObjects Data Services service: Running Not running Status SMTP Server information Description Option The name or IP address of the SMTP server (for example, mail.company.com) Server The e-mail address that will appear in the Fromfield of the e-mail. Sender 68 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Server Manager To configure Job Servers 1. Run the Server Manager. $ cd $LINK_DIR/bin/ $ . ./al_env.sh $ ./svrcfg Note: The second command sets required environment variables before ./svrcfg starts the Server Manager. The Server Manager main screen appears. 2. Enter 3 to configure a Job Server The Job Server information screen appears. ------------------------------------------------------------ ** Current Job Server information ** ------------------------------------------------------------ S# Job Server Name TCP Port Enable Repository SNMP Information -- --------------- -------- ------ ---------- 1* Server1 19111 Y USR1@SVR1_ORACLE 2 Server2 19112 N USR2@SVR1_ORACLE *:JobServer <S1> supports adapter and SNMP communication on port:19110 ------------------------------------------------------------ c: Create a new JOB SERVER entry a: Add a REPO to job server e: Edit a JOB SERVER entry y: Resync a REPO d: Delete a JOB SERVER entry r: Remove a REPO from job server u: Update a REPO s: Set default REPO q: Quit The repository information is displayed as User@DatabaseConnec tion__DatabaseType. For example, if the repository user is DSXI32, the repository is an Oracle database, and the database connection name is DSORCL, the repository information is shown as DSXI32@DSOR CL_ORACLE. 3. Configure or delete a Job Server. SAP BusinessObjects Data Services Installation Guide for UNIX 69 4 After Installation Using the Server Manager Description Command Creates and specify details for a new Job Server entry. c Edits an existing Job Server entry. To enable SNMP for a job server, choose Y when prompted with the following question: Do you want to Enable SNMP for this JobServ er? To disable SNMP for a job server, choose Y when prompted with the following question: Do you want to Disable SNMP for this JobServ er? e Deletes an existing Job Server entry. d Adds a repository connection to an existing Job Server. a 70 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Server Manager Description Command Removes a repository connection from a Job Server. r Sets the default repository connection for a Job Server. s Resynchronizes a Job Server configuration with a repository. You must resynchronize your Job Server and repository when: You have uninstalled SAP BusinessObjects Data Services and are reinstalling the same version without creating a new repository. You have created a new repository using the Reposi- tory Manager after installing the software. If you resynchronize your Job Server configuration with a repository, you must re-add a connection for this repository to the Administrator. For more information, see the Management Console: Administrator Guide. y When you add or edit a repository connection, you must specify the database connection information: For Oracle - the TNSNAME specified in tnsnames.ora For MySQL - the DSN entry specified in odbc.ini For Sybase - the Sybase server name specified in the Interfaces file For DB2 - the DB2 instance name Note: The UNIX Server Manager does not prompt for the repository password except when creating a Job Server or adding a repository. To update the repository password in the DSConfig.txt file, enter u. All options use the updated password from DSConfig.txt file. 4. Enter q and then x to exit the Server Manager. SAP BusinessObjects Data Services Installation Guide for UNIX 71 4 After Installation Using the Server Manager To configure run-time resources 1. Run the Server Manager. $ cd $LINK_DIR/bin/ $ . ./al_env.sh $ ./svrcfg Note: The second command sets required environment variables before ./svrcfg starts the Server Manager. The Server Manager main screen appears. 2. To configure run-time resources, enter 4. The run-time resource information screen appears. -------------------------------------------------------------- ** Current Runtime Resource information ** -------------------------------------------------------------- Pageable Cache Directory Start Port End Port LINK_DIR\Log\PCache 1025 32767 e: Edit Runtime Resources q: Quit Enter Option: 3. To edit the run-time resource configuration, enter e. 4. Accept the default Pageable Cache Directory, or specify a different location. Restriction: The Pageable Cache Directory path cannot exceed 70 characters. Note: For memory-intensive operations such as Group By, Order By, and Detailed profiling, specify a pageable cache directory that: Contains enough disk space for your data. To estimate the amount of space required, consider factors such as the number of concurrently running jobs or data flows and the amount of pageable cache required by each concurrent data flow. 72 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Server Manager Exists on a separate disk or file systemfromthe SAP BusinessObjects Data Services system and operating system. Limits the disk space that data flows consume. The pageable cache uses all available disk space on the file system that contains the pageable cache directory. To limit the disk space that data flows consume, create a file system with a limited size. Use the new file system as the pageable cache directory. The software uses this directory in the following situations: For pageable caching, the default cache type for data flows. For more information, see the Performance Optimization Guide. When the software selects a file transfer type and Automatic is specified in the Data_Transfer transform. 5. Change the values for Start port and End port to restrict the number of ports used by the software for peer-to-peer communications. The default values are 1025 and 32767, respectively. The software uses these ports for peer-to-peer communications when sending data between data flows or sub data flows that are running on different Job Servers. 6. Enter q and then x to exit the Server Manager. Related Topics Performance Optimization Guide: Using grid computing to distribute data flow execution To configure Access Servers 1. Run the Server Manager. $ cd $LINK_DIR/bin/ $ . ./al_env.sh $ ./svrcfg Note: The second command sets required environment variables before ./svrcfg starts the Server Manager. The Server Manager main screen appears. 2. Enter 4 to configure an Access Server. SAP BusinessObjects Data Services Installation Guide for UNIX 73 4 After Installation Using the Server Manager The Access Server information screen appears. -------------------------------------------------------------- ** Current Access Server information ** -------------------------------------------------------------- S# Directory Communication Port Enable -- --------------- ------------------ ---------- 1 export/AStest1 7897 Y 2 export/AStest2 7898 Y c: Create a new access server entry e: Edit an access server entry d: Delete an access server entry q: Quit 3. Configure or delete an Access Server. 74 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Server Manager Description Command Creates a new Access Server. Enter the directory, port numbers, and parameters, and indicate whether you want to enable the access server. You can configure more than one Access Server on the same computer, but each must have separate ports. If you enter a port number already in use, an error message appears. Note: Access Server parameters can be viewed by typing AL_Ac cessServer at the command line. For more information, see "Real Time Performance" in the Management Console: Administrator Guide. c Edits an existing Access Server. Enter the number of the Access Server you want to edit. e Deletes an existing Access Server. Enter the number of the Access Server you want to delete. Note: When you delete an Access Server, all Access Servers are stopped. When you exit the Server Manager, the remaining Access Servers restart. d 4. Enter q and then x to exit the Server Manager. To start or stop the service The SAP BusinessObjects Data Services service (AL_JobService) is a daemon associated with $LINK_DIR that starts locally-configured Job Servers and Access Servers and then monitors them and attempts to restart them if they are not running. SAP BusinessObjects Data Services Installation Guide for UNIX 75 4 After Installation Using the Server Manager After exiting the Server Manager, AL_JobService automatically retrieves any changes made to Job Servers or Access Servers. You do not need to restart AL_JobService. 1. Run the Server Manager. $ cd $LINK_DIR/bin/ $ . ./al_env.sh $ ./svrcfg Note: The second command sets required environment variables before ./svrcfg starts the Server Manager. The Server Manager main screen appears. 2. Enter 1 to control the service (Job service). 3. Start or stop the Job service. Enter s to start the Job service. Enter o to stop the Job service. 4. Enter q and then x to exit the Server Manager. To start or stop the Address Server 1. Run the Server Manager. $ cd $LINK_DIR/BIN/ $ . ./al_env.sh $ ./svrcfg Note: The second command sets required environment variables before running the Server Manager. The Server Manager main screen appears. 2. Enter 2 to control the Address Server. 3. Start or stop the Address Server. Enter s to start the Address Server. Enter o to stop the Address Server. 4. Enter q and then x to exit the Server Manager. 76 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the Server Manager To configure SMTP email The Server Manager can be used to specify SMTP server settings for the smtp_to email function. For more information, see "To define and enable the smtp_to function" in the Reference Guide. Using the License Manager License Manager lets you manage your product activation keycodesthe alphanumeric codes that are referred to each time that you run certain software. By using License Manager, you can view, add, and remove product activation keycodes for SAP BusinessObjects solution portfolio software (such as SAP BusinessObjects Data Services) that require them. Note: License Manager accesses keycodes on the local system only; you cannot access the keycodes froma remote system. When updating keycodes, make the changes on all SAP BusinessObjects Data Services computers by launching License Manager on each computer, including Designer and Job Server computers. Setting up License Manager Before you can use License manager, you need to set the environment variable BOE_REGISTRYHOME. Although you can use a different setting, it's strongly recommended that you use /var/opt for BOE_REGISTRYHOME. If you use Bourne shell, add product entries to your .profile or .login file. BOE_REGISTRYHOME=/var/opt ; export BOE_REGISTRYHOME If you use C shell (Berkeley), add product entries to your .cshrc file. setenv BOE_REGISTRYHOME /var/opt SAP BusinessObjects Data Services Installation Guide for UNIX 77 4 After Installation Using the License Manager To start License Manager You can run License Manager after the SAP BusinessObjects Data Services installation has completed. Run LicenseManager from the command-line without specifying any options. $ cd $LINK_DIR/bin $ ./LicenseManager Note: If X-Windows is not available, you can use License Manager in command-line mode. Related Topics To use License Manager from the command line on page 79 To view product activation keycodes 1. Start License Manager. The License Manager window displays your keycode(s) sorted alphabetically. 2. Select a licensed product or feature in the Registered Keycodes tree to view detailed information: Product or feature keycode Whether the keycode is a trial version Whether the keycode is expired Number of days remaining until the keycode expires To add product activation keycodes 1. Start License Manager. 2. In the Product Activation Keycodes text box, enter the keycode(s) that you want to add (each keycode must be on a separate line) and click Add. 78 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the License Manager The keycodes that will be added are displayed in the Registered Keycodes tree and highlighted. 3. When you are satisfied with the changes that will be made, click Save. The keycode highlighting is removed. Tip: If you do not want to save the keycode changes, close License Manager without saving the changes. 4. After you have saved your changes, click Close to exit License Manager. 5. To make sure the new keycode(s) take effect, restart the software. To remove product activation keycodes 1. Start License Manager. 2. In the Registered Keycodes tree, select the keycode(s) that you want to remove and click Remove. The keycodes that will be removed are crossed out, and any affected nodes are highlighted. 3. When you are satisfied with the changes that will be made, click Save. The crossed-out keycodes are removed. Tip: If you do not want to save the keycode changes, close License Manager without saving the changes. 4. After you have saved your changes, click Close to exit License Manager. 5. Restart the software. To use License Manager from the command line License Manager includes a command-line mode that you can use if you don't want to use the graphical interface, or need to script License Manager operations. SAP BusinessObjects Data Services Installation Guide for UNIX 79 4 After Installation Using the License Manager Syntax LicenseManager [-v | -a keycode | -r keycode [-l location]] Description Parameter Displays the stored product activation keycodes in a format similar to the License Manager graphical inter- face. For example: ------ Registered Keycodes ------ EIM Titan Suite 12.0 Data Services XI 3.1 Premium Keycode: 00000-0000000-0000000-0000 Trial Option: Yes Expired: No Days Remaining: 54 -v or --view Adds the specified license keycode, and displays the stored keycodes in a format similar to the License Manager graphical interface. Returns status messages for the following conditions: An internal error occurred. Successfully added the keycode. Successfully added the keycode and replaced a trial version. Keycode not added because it is invalid. Keycode not added because it is a duplicate. -a or --add key code 80 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Using the License Manager Description Parameter Removes the specified product activation keycode, and displays the stored keycodes in a format similar to the License Manager graphical interface. If loca tion is specified, the removal is restricted to that node. Returns status messages for the following conditions: An internal error occurred. Removed one keycode. Removed multiple keycodes. Keycode not removed because it is invalid. Keycode not removed because it was not found. -r or --remove key code [-l location] Controllingthe Tomcat applicationserver SAP BusinessObjects Data Services includes shell scripts to start and stop the packaged Tomcat application server. To start the Tomcat application server, run tomcatstartup.sh with the syntax required by your environment. For example: $ cd $LINK_DIR/ $ ../bobje/tomcatstartup.sh To stop the Tomcat application server, run tomcatshutdown.sh with the syntax required by your environment. For example: $ cd $LINK_DIR/ $ ../bobje/tomcatshutdown.sh SAP BusinessObjects Data Services Installation Guide for UNIX 81 4 After Installation Controlling the Tomcat application server Troubleshooting installation problems Designer-Job Server connection If the computer on which the Designer is running is unable to connect to the computer on which the Job Server is running, then verify that you can ping, by name, from the Designer's computer to the Job Server's computer. If you cannot ping by name, contact your local network administrator. Check how long netstat -a takes to run and expect at least that amount of time to configure SAP BusinessObjects Data Services services. Server Manager problems If you encounter any of the following situations, reset all SAPBusinessObjects Data Services processes: Five to ten minutes after starting the Server Manager, you still receive messages that the AL_JobService is in active mode. After starting the Server Manager, the menu does not appear. The AL_JobService log states that the server configuration is active when the Server Manager is not running. Job Servers, Access Servers, or the AL_JobService continue to run after you stop the Job service. To reset all processes 1. Obtain the process ID of AL_JobService. $ ps -fu UnixLoginId 2. Kill the AL_JobService process. $ kill -15 AL_JobServicePID 82 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Troubleshooting installation problems 3. Wait at least 30 seconds for the AL_JobService and other processes to shut down. This time period might be longer if there are many instances of Job Servers and Access Servers in the installation. 4. Verify that the AL_JobService, al_jobserver, and AL_AccessServer processes were stopped. $ ps -fu UnixLoginId 5. Kill any processes that still exist. For each instance of the process al_jobserver: $ kill -9 al_jobserverPID For each instance of the process AL_AccessServer: $ kill -9 AL_AccessServerPID For the process AL_JobService: $ kill -9 AL_JobServicePID For SNMP: $ kill -9 al_snmpPID 6. Remove the file $LINK_DIR/log/AL_JobService.PID 7. If the svrcfg exists, kill the process. $ kill -9 svrcfgPID Management Console problems Common Management Console and web application-related installation problems include: The Management Console login page cannot be found. SAP BusinessObjects Data Services Installation Guide for UNIX 83 4 After Installation Troubleshooting installation problems This problem can occur when the web application service is not running or needs to be restarted. Restart the web application server. The Management Console cannot be launched on WebSphere. If your WebSphere installation uses a port other than 9080 for the application port, you may need to modify the link to the Management Console. In LINK_DIR/ext/DataServices.html, replace 9080 in the following line with your WebSphere application port: <META HTTP-EQUIV=Refresh CONTENT= "0; URL=http://host name:9080/DataServices/"> Auto Documentation or Impact and Lineage do not work on a Tomcat application server. This problemcan occur when the Tomcat application server is not correctly configured to use multi-byte data. You can correct this problemby adding useBodyEncodingForURI="true" to your Tomcat server.xml configuration file. For example: <Connector port="8080" maxThreads="150" minSpareThreads="25" maxSpareThreads="75" enableLookups="false" redirectPort="8443" acceptCount="100" debug="0" connectionTimeout="20000" disableUploadTimeout="true" useBodyEncodingForURI="true"/> Web services cannot be deployed to an existing Tomcat application server. This problem can occur when Tomcat has been installed using Tomcat's Windows installer, which does not include certain files needed by the wdeploy process used by the SAP BusinessObjects Data Services installation program. You can correct this problemby downloading Tomcat in a zip file from the Apache website. Extracting the zip file and copy any missing files to the existing Tomcat installation location. Memory issues As with any computer on which a Job Server is running, reserve enough space for the SAP BusinessObjects Data Services engine to cache tables 84 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Troubleshooting installation problems and extract all data necessary to perform hierarchy flattening, sorts, or lookups. If you see memory-related errors, consider changing the following system settings: Maximum virtual memory per process If this setting is low enough to interfere with software operations, you might see messages describing low-memory errors. Maximum number of files per process If this setting is low enough to interfere with software or database server operations, you might see messages describing file open errors. Maximum stack size per process If this setting is low enough to interfere with software operations, you might see messages describing segmentation- violation errors. Maximum data segment size per process If this setting is low enough to interfere with software operations, you might see messages describing segmentation-violation errors. For more information, see your UNIX system administration documentation. Threading issues If you are running the Job Server on the HP-UX platform and you receive an error that reads Cannot Start Thread, check the Kernel Parameter (max_thread_proc) on HP-UX. Set the value to 256 on HP-UX for PA-RISC 32-bit and 1024 on HP-UX for Itanium64-bit. If you receive additional errors, contact Technical Customer Assurance. SAP BusinessObjects Data Services Installation Guide for UNIX 85 4 After Installation Troubleshooting installation problems 86 SAP BusinessObjects Data Services Installation Guide for UNIX After Installation 4 Troubleshooting installation problems Directory Data 5 What are directories? To correct addresses and assign codes with SAP BusinessObjects Data Services, the Address Cleanse transformrelies on directories, or databases. When Address Cleanse uses the directories, its similar to the way that you use the telephone directory. A telephone directory is a large table in which you look up something you knowsomeones nameand locate something that you dont knowtheir phone number. You may not need to use all of the reference files depending on which transforms or options you use. Depending on which option you own, some disks or online packages that you receive may contain extra files in addition to your directories. For example, you may see an Extract folder. If you do not need these extra files, do not copy themto your computer. For information about extra folders, see the ReadMe.txt file included with the reference files. Directory listing and update schedule Updated Monthly (M) Bimonthly (B) Quarterly (Q) Approximate Size Directory filename Directory type MB 699 MB zip4us.dir ZIP4 and Auxiliary Directories MB 2 MB 2 MB 1 MB 97 MB 4 MB cityxx.dir zcfxx.dir revzip4.dir zip4us.rev zip4us.shs Auxiliary Directories Weekly 1 MB ewyymmdd.dir Early Warning System Directory M 653 MB dpv_path DPV Data M 486MB elot.dir Enhanced Line of Travel Directory 88 SAP BusinessObjects Data Services Installation Guide for UNIX Directory Data 5 Directory listing and update schedule Updated Monthly (M) Bimonthly (B) Quarterly (Q) Approximate Size Directory filename Directory type M 42 MB canada.dir cancity.dir canfsa.dir canpci.dir Canada engine - Address Data MQ 200 MB apc.dir aucity.dir aus.dir Australia engine - Address Data Q up to 12.2 GB (for all countries) all files Global Address engine and EMEA Engine - Data Note: You will receive files only for those countries your company has pur- chased. Q 720 MB cgeox.dir Centroid Level Geo Data Q 4.67 GB ageox.dir Address Level Geo Data SAP BusinessObjects Data Services Installation Guide for UNIX 89 5 Directory Data Directory listing and update schedule Updated Monthly (M) Bimonthly (B) Quarterly (Q) Approximate Size Directory filename Directory type Q Canada: 1.6 GB Canada: 1 MB France: 1.6 GB France: 6 MB USA: < 2 GB USA: < 2 GB geo_addr_ca_ven dorx .dir geo_cent_ca_ven dorx .dir geo_addr_fr_ven dorx .dir geo_cent_fr_ven dorx .dir geo_addr_us_ven dorx<num> .dir geo_cent_us_ven dorx<num> .dir Geocoder M 199 MB z4change.dir Z4Change Data 461 MB all files LACSLink Q 248 MB ga_re gion_jp_paf.dir ga_loc12_jp_paf.dir ga_loc34_jp_paf.dir ga_dp_jp_paf.dir Japan engine - Address Data Related Topics Designer Guide: Address Server for the EMEA engine and Global Suggestion Lists 90 SAP BusinessObjects Data Services Installation Guide for UNIX Directory Data 5 Directory listing and update schedule U.S. Directory expiration We publish and distribute the ZIP4 and supporting directory files under a non-exclusive license from the USPS. The USPS requires that our software disable itself when a user attempts to use expired directories. If you do not install new directories as you receive them, the software issues a warning in the log files when the directories are due to expire within 30 days. To ensure that your projects are based on up-to-date directory data, it's recommended that you heed the warning and install the latest directories. Note: Incompatible or out-of-date directories can render the software unusable. The directories are lookup files used by SAP BusinessObjects solution portfolio software. The systemadministrator must install monthly or bimonthly directory updates to ensure that they are compatible with the current software. U.S. Directory expiration schedule You can choose to receive updated U.S. national directories on a monthly or bimonthly basis. Bimonthly updates are distributed during the even months. Directory expiration guidelines are: ZIP4 and Auxiliary Directories expire on 1st day of the fourth month after directory creation. When running in Non-Certified mode, Zip4 and Auxiliary directories expire on first day of the fourteenth month after directory creation. LACSLink directories expire 105 days after directory creation. U.S. National and Auxiliary files The U.S. National and Auxiliary file self-extracting files are named as follows. SAP BusinessObjects Data Services Installation Guide for UNIX 91 5 Directory Data U.S. Directory expiration Zip file name Directory name us_dirs_2004.exe 2004-2008 U.S. National directory us_ageo1_2.exe us_ageo3_4.exe us_ageo5_6.exe us_ageo7_8.exe us_ageo9_10.exe U.S. Address-level Geo- Census us_cgeo.exe us_cgeo1.exe us_cgeo2.exe U.S. Centroid-level Geo- Census Where to copy directories We recommend that you install the directory files in a common file system directory local to the system in which SAP BusinessObjects Data Services is installed. By default, the software looks for directories in LINK_DIR/DataQuality/reference_data. If you place your directories in a different location, you must update your substitution file. Note: Installing Global Address Cleanse directory files on file servers may lead to speed loss and lock problems. The target directory name may contain blank characters, but no umlauts. 92 SAP BusinessObjects Data Services Installation Guide for UNIX Directory Data 5 Where to copy directories Copy International directories files to a non-default location If you use the EMEA engine or Global Suggestion Lists and store your data directories in a location other than the default (LINK_DIR/DataQuality/ref erence_data), do the following: 1. Stop any dataflows that use the EMEA engine, Global engine, or Global Suggestion Lists. 2. Stop the Address Server. 3. Copy the following files from LINK_DIR/DataQuality/reference_data to the location where you store your data directories: AddressServerGlobal.db MultiLineKeywords.db ga_directory_db.xml ga_directory_db_emea.xml ga_country.dir ga_region.dir Note: Every time you install an SAP BusinessObjects Data Services software update, copy the reference files from the default location to where you store your directories. 4. Update the REFERENCE_DATA_DIRECTORY parameter in the Ad dressServerConfig.txt file located in LINK_DIR/bin/address_server/ to the new reference directory location. 5. Update the RefFilesAddressCleanse substitution parameter configuration to the new reference directory location. Related Topics To start or stop the Address Server on page 76 To install and set up Download Manager Before you can download directory files, you need to install and set up Download Manager. SAP BusinessObjects Data Services Installation Guide for UNIX 93 5 Directory Data To install and set up Download Manager To install and set up Download Manager: 1. Access the SAPService Marketplace (SMP): http://service.sap.com/bosap- support 2. Select Downloads. 3. Select Download Basket. 4. Click the Get Download Manager button. 5. Follow the steps to install and set up the Download Manager. To download directory files The directories are available for download fromthe SAP Service Marketplace (SMP). To download directories: 1. Access the SAP Service Marketplace (SMP) site: http://ser vice.sap.com/bosap-support 2. Select Downloads. 3. From the left pane, select Downloads > SAP Software Distribution Center > Downloads > Installations and Upgrades > My Company's Application Components. A list of your company's applications and any license-free products or components appear. 4. Select the files you want to download and add them to the Download Basket. The files you select are placed in the Download Basket. 5. To access the Download Basket, click Download Basket. 6. To access the Download Manager documentation, click Get Download Manager. 7. Follow the steps included in the Download Manager documentation to download the directory files. Unzip UNIX/Linux files with Info-Zip The steps listed here describe how to install the zipped directories using Info-Zip for UNIX/Linux. If you use a different unzip tool, see the unzip procedure included with that tool. 94 SAP BusinessObjects Data Services Installation Guide for UNIX Directory Data 5 To download directory files 1. Copy the zipped directory files manually fromthe CDto the location where you keep your directories. 2. Type unzip filename.zip -d outputfolder. For ZIP4US, type unzip us_dirs_2004.zip -d /Business Objects/BusinessObjects Data Services/DataQuality/reference_data). 3. For each required file, repeat steps 1 and 2. SAP BusinessObjects Data Services Installation Guide for UNIX 95 5 Directory Data Unzip UNIX/Linux files with Info-Zip 96 SAP BusinessObjects Data Services Installation Guide for UNIX Directory Data 5 Unzip UNIX/Linux files with Info-Zip Maintaining your installation 6 Upgrading the software To upgrade from an existing SAP BusinessObjects Data Integrator or SAP BusinessObjects Data Services installation, install the new components and then upgrade your repositories. To upgrade from an existing SAP BusinessObjects Data Quality Management installation, see the Migration Considerations. Maintenance installation When the SAP BusinessObjects Data Services installation program detects that you are installing to the same location as an existing installation, it allows you to perform a maintenance installation. A maintenance installation differs froma standard installation in several ways: The installation program automatically detects and retrieves the first existing base keycode. The installation program automatically detects which components are installed, and selects them for the maintenance installation. You can still choose to change the installed components, however. Note: If the server components are already installed, their configuration screens will be skipped and the existing configuration is retained. Job Servers and Access Servers will still be working after the update. Web applications must always be re-deployed. Log information is preserved. The LINK_DIR/log directory is not removed. The software binaries are updated to the new version. Limitations When performing a maintenance installation, there are several limitations: The installation program can only stop Job Server, Access Server, Job Service, and packaged Tomcat processes. If you use other processes in your installation, such as the Address Server, stop them before starting a maintenance installation. Maintenance installation removes all deployed web applications, as well as the packaged Tomcat application server, if it is installed. If you have 98 SAP BusinessObjects Data Services Installation Guide for UNIX Maintaining your installation 6 Upgrading the software third-party web applications deployed to the packaged Tomcat application server, undeploy them before starting a maintenance installation, and re-deploy them after installation has finished. Migration installation When the SAP BusinessObjects Data Services installation program detects that you are installing to the same location as an existing installation, it allows you to perform a migration installation. The installation program allows a migration installation under the following conditions: The specified installation location does not contain a valid installation. The LINK_DIR environment variable is detected. The specified installation location is the same as the parent directory of the LINK_DIR environment variable. A migration installation differs from a standard installation in several ways: The installation program asks if you want to reuse your DSConfig.txt configuration. If you choose yes, the existing configuration information is merged into the new DSConfig.txt file. Note: If you choose to reuse the configuration, the Job Server and Access Server configuration screens will be skipped and the existing configuration is retained. After installation, a newal_env.sh file is created, and the old file is moved to LINK_DIR/bin/al_env.sh.old. You can merge database environment information from the old file into the new file manually. Limitations When performing a migration installation, there are several limitations: After a migration installation, the Job Service, Job Servers, and Access Servers are not restarted automatically. The installation program performs several directory modifications. For example, if your SAP BusinessObjects Data Integrator installation was located at /home/BusinessObjects/DataIntegrator/ and the migration installation location is /home/BusinessObjects/, the migration SAP BusinessObjects Data Services Installation Guide for UNIX 99 6 Maintaining your installation Upgrading the software installation creates newbobje, setup, tmp, and dataservices directories under /home/BusinessObjects/. A previous installation of SAP BusinessObjects Data Integrator may have set the CATALINA_HOME environment variable. The packaged Tomcat application server uses this environment variable, and may not start if the value does not match its location. Before starting the packaged Tomcat application server, unset the CATALINA_HOME environment variable. Related Topics Migration Considerations: UNIX $LINK_DIR directories Upgrading cleansing packages Restriction: Depending on the SAP BusinessObjects Data Services versions involved, you may be required to upgrade all person_firm dictionary customizations as well as all custom dictionaries created using Universal Data Cleanse. If upgrade is required, it is critical that you export your dictionary changes prior to uninstalling your current version of the software in order to be able make the dictionary information available in the upgraded version. Specific upgrade information is included in the Release Notes. For more information, see the Release Notes. In upgrades between versions of SAP BusinessObjects Data Services when a cleansing package upgrade is not required (in other words, the cleansing package upgrade is optional), you may still want to upgrade your existing dictionaries to take advantage of the updated data in the new cleansing package version. Updated data may include additional name or firm entries or secondary information. For custom dictionaries and rule files created with Universal Data Cleanse, if the cleansing package upgrade is optional (not required), you need not upgrade it. After upgrading your SAPBusinessObjects Data Services version, in the Designer, choose Dictionary > Manage Connection to point to and continue using the existing dictionary repository. 100 SAP BusinessObjects Data Services Installation Guide for UNIX Maintaining your installation 6 Upgrading the software To upgrade cleansing packages 1. Choose Dictionary > Export Dictionary Changes in the Designer. Your dictionary customizations are exported to an XML file. 2. Archive all files in LINK_DIR/DataQuality/datacleanse by moving them to a different location. 3. Upgrade your SAP BusinessObjects Data Services version. 4. Run the cleansing package installer to install the new dictionary data and rule file. Note: Run the cleansing package installer on both the server and client systems. 5. Use the Repository Manager to load the newcleansing package dictionary into the repository. 6. Depending on your environment, do one of the following: For custom dictionaries created with Universal Data Cleanse, choose Dictionary > Bulk Load in the Designer to import the XML file created in Step 1. For cleansing package person_firm dictionaries, test your job with the updated cleansing package data. If the parsing results are not better or at par with previous results, try importing your customizations from the previous cleansing package. a. Choose Dictionary > Bulk Load in the Designer to import the XML file created in Step 1. b. Compare the rule file archived in Step 2 with the rule file installed with the updated cleansing package. c. Copy any rule customizations you made from the archived rule file to the updated rule file. Related Topics Using the Repository Manager on page 63 Uninstalling the software from UNIX 1. Stop the service. SAP BusinessObjects Data Services Installation Guide for UNIX 101 6 Maintaining your installation Uninstalling the software from UNIX 2. Remove automatic startup of the SAP BusinessObjects Data Services service at restart (if it is enabled) by executing the script as root user. $LINK_DIR/bin/uninstall_root 3. Remove SAP BusinessObjects Data Services directories and files recursively in $LINK_DIR. rm -R $LINK_DIR Related Topics To start or stop the service on page 75 102 SAP BusinessObjects Data Services Installation Guide for UNIX Maintaining your installation 6 Uninstalling the software from UNIX Index A Access Server configuring 41, 73 B Batch jobs high availability support on AIX 59 C cleansing package repository 29 requirements 29 upgrading 101 cleansing packages installing 62 upgrading 100 components distribution 14 ports 19 configuring Access Server 41 Job Server 41 Tomcat 43 web application server 44 cron utility 10 D database preparing 27 repository 27 database connectivity configuring 56 database server configuring 39 existing 39 Designer connection to Job Server 82 directories list 88 location 92 non-default location 93 U.S. directory expiration 91 unzipping 94 update schedule 88 directory data 88 E environment variables 54 H High Availability Clustered Multi Processing (HACMP) configuring for 61 support for on AIX 58 using 60 HP-UX access permissions 10 environment variables 54 memory 84 SAP BusinessObjects Data Services Installation Guide for UNIX 103 I installation beginning 36 overview 31 silent 33 standard 31, 32 starting 46 installation location specifying 37 installed features selecting 37 installing cleansing packages 62 J Job Server configuring 41, 69 connection to Designer 82 high availability support for batch jobs 58 K kernel configuration, recommended 11 L license agreement accepting 36 License Manager environment variable 77 M Management Console troubleshooting 83 memory, HP-UX 84 N network connections checking 22 network requirements 9 P ports default numbers 19 description 19 processes resetting 82 troubleshooting 82 product keycode 37 R repository central 18 creating 18 creating, multiple 63 local 18 repository database configuring DB2 25 configuring MySQL 26 configuring Oracle 26 configuring Sybase 27 preparing 27 selecting 38 requirements cleansing package repository 29 Data Cleanse 29 network 9 system 8 response file creating 50 run-time resources configuring 72 104 SAP BusinessObjects Data Services Installation Guide for UNIX Index S scripted installation performing 50 running 51 Server Manager configuring Access Servers 73 configuring Job Servers 69 configuring run-time resources 72 configuring SMTP 77 starting or stopping the service 75 troubleshooting 82 using 66 services starting automatically 58 silent installation overview 33, 50 SMTP configuring 77 standard installation overview 31 performing 32 starting services 58 system requirements 8 T threading HP-UX 85 troubleshooting 85 Tomcat configuring 43 Tomcat (continued) starting 81 stopping 81 troubleshooting Designer to Job Server connection 82 resetting processes 82 Server Manager 82 threading issues 85 U UNIX Job Server environment variables 54 upgrading maintenance installation 98 migration installation 99 paths 98 user information 37 user resource limits AIX 12 Linux 13 Solaris 13 V variables, UNIX Job Server 54 W web application server configuring 44 selecting 42 SAP BusinessObjects Data Services Installation Guide for UNIX 105 Index 106 SAP BusinessObjects Data Services Installation Guide for UNIX Index
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