Oracle Server Setup Guide for Business

Objects Planning

Business Objects Planning XI

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

Chapter 2 Configuring the Planning Database in Oracle 7

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating a new database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating new users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating tablespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Importing the original Business Objects Planning database . . . . . . . . . . . 10
Archiving files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 3 Additional Administration and Configuration Issues 11

Installing the Oracle client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Backing up the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Exporting a database for support purposes . . . . . . . . . . . . . . . . . . . . . . . . 12
Editing the connection parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Changing the connection ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Configuring multiple schema instances . . . . . . . . . . . . . . . . . . . . . . . . 13

Appendix A Oracle Installation Parameters 15

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Database settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Tablespaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Oracle Server Setup Guide for Business Objects Planning 3

Contents

Appendix B Business Objects Information Resources 19

Documentation and information services . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
What’s in the documentation set? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Where is the documentation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Send us your feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Customer support, consulting and training . . . . . . . . . . . . . . . . . . . . . . . . . 21
How can we support you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Looking for the best deployment solution for your company? . . . . . . . . 22
Looking for training options? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Useful addresses at a glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

4 Oracle Server Setup Guide for Business Objects Planning

Oracle Server Setup Guide for Business Objects Planning

Introduction

chapter
1 Introduction
About this guide

About this guide

This document provides information necessary for the setup and
administration of an Oracle® server and database for use with Business
Objects Planning.
Business Objects Planning is supported for use with the following Oracle
versions:
• Oracle8i (8.1.7)
• Oracle9i (Standard Edition Release 2 or Enterprise Edition, 9.2.0.4 or
greater)
• Oracle Database 10g (10.2.0.1 or greater)
This document applies to all supported versions of Oracle. Differences in
setup requirements and recommendations are noted in the text.

Who should read this guide

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

Business Objects information resources

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

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

6 Oracle Server Setup Guide for Business Objects Planning

Oracle Server Setup Guide for Business Objects Planning

Configuring the Planning

Database in Oracle

chapter
2 Configuring the Planning Database in Oracle
Overview

Overview
This chapter discusses configuration issues relating to the use of Oracle with
Business Objects Planning. It is assumed that you already have an
operational Oracle server.
The following basic steps are required to configure an Oracle system for use
with Business Objects Planning:
1. Create a new database. You can also use an existing database if the
Business Objects Planning schema fits into the existing database.
2. Create new users.
3. Create tablespaces.
4. Import a database provided by your implementation consultant.

Creating a new database

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

Creating new users

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

8 Oracle Server Setup Guide for Business Objects Planning

 Configuring the Planning Database in Oracle
Creating tablespaces 2
Note that this script does not contain the SRCAdmin password. Your
Business Objects Planning representative will provide you with the password.
Note: It is possible to set up multiple schema instances within the Business
Objects Planning database. Likewise, you can override the SRCAdmin user
account if you want to use a different naming convention. For more
information, see “Editing the connection parameters” on page 12.
The script also creates an account called SRCView with a password
readdata. This account is a read-only account to the database, to allow
power users to view table data as read-only without granting the write/create/
drop privileges required by the SRCAdmin account.
Note: The SRCView account and password should only be given to users
who have full permission to view all data in the database.This account is not
required and can be removed if desired.

Creating tablespaces
To create the tablespaces required by Business Objects Planning, use the
script named CreateTableSpaces.sql. A copy of this script can be found
on your Business Objects Planning product distribution, in the folder
\Resources\Enterprise Scripts\Oracle.
The CreateTableSpaces.sql script must be edited as follows:
• Replace the <File Location> parameter with the path to the files in
your environment.
• Update the tablespaces size parameter <Size> with the sizes specified
in Appendix A: Oracle Installation Parameters or as recommended by
your implementation consultant. If your system will have over 150,000
records, please speak with your implementation consultant regarding
proper tablespace sizes.
The “SRC” tablespaces have been created to assist you in optimizing the
performance of Business Objects Planning. A brief explanation of each
tablespace is shown below:

Tablespace Description
SRCTLARGE This tablespace contains only a few, large tables. A
separate tablespace is used for performance reasons.
SRCTSMALL This tablespace contains all of the remaining tables,
whose sizes are relatively small.
SRCILARGE This area is the corresponding index area for the larger
tables.

Oracle Server Setup Guide for Business Objects Planning 9

2 Configuring the Planning Database in Oracle
Importing the original Business Objects Planning database

Tablespace Description
SRCISMALL This area is the corresponding index area for the smaller
tables.
SRCTemp This tablespace is used for temporary tables created and
removed by the Business Objects Planning program
code.

Importing the original Business Objects

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

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

10 Oracle Server Setup Guide for Business Objects Planning

Additional Administration and
Configuration Issues

chapter
3 Additional Administration and Configuration Issues
Installing the Oracle client

Installing the Oracle client

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

Backing up the database

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

Exporting a database for support purposes

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

Editing the connection parameters

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

12 Oracle Server Setup Guide for Business Objects Planning

 Additional Administration and Configuration Issues
Editing the connection parameters 3
To access the Oracle connection parameters:
1. On the server hosting Planning Application Server, choose Start >
Programs > Business Objects > Planning > Configuration Manager.
2. From the tree menu in the left-hand pane, select Systems >
SystemName > Connection Parameters (where SystemName is the
name you have defined for the system).
The database connection parameters appear in the right-hand pane.

Changing the connection ID

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

Configuring multiple schema instances

In some Business Objects Planning configurations, it may be necessary to
load multiple schemas into the same Planning database.
Many Business Objects Planning installations are comprised of multiple
systems – for example, one BusinessObjects Budgeting system and one
BusinessObjects Sales Planning system. To accommodate multiple systems,
you can use separate Oracle databases for each system, or you can use the
same Planning database with different schema instances for each system.
The latter approach would require you to set up two distinct user IDs (for
example, user_bud and user_sales) for connection and ownership purposes.
To configure multiple schema instances:
1. Set the proper ownership rights for each user ID in Oracle.
2. Set the proper database security settings for each user ID. Each
connecting user must have the following permissions revoked:
• Delete Any Table
• Insert Any Table
• Lock Any Table

Oracle Server Setup Guide for Business Objects Planning 13

3 Additional Administration and Configuration Issues
Editing the connection parameters

• Select Any Table

• Update Any Table
Revoking these rights ensures that the connecting user will only have
access to the designated schema for that user.
3. In the Planning Configuration Manager, edit the User ID connection
parameter for each system.

14 Oracle Server Setup Guide for Business Objects Planning

Oracle Server Setup Guide for Business Objects Planning

Oracle Installation
Parameters

appendix
A Oracle Installation Parameters
Summary

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

Database settings

Parameter Value
Database Structure Compatibility • Oracle 8i: 8.1.7 or higher
• Oracle 9i: 9.2.0.4 or higher
• Oracle 10g: 10.2.0.1 or higher
Character set WE8ISO8859P1
Database Name (SID) Planning
Concurrent users 25
Database primary use Multipurpose
Server Mode (Dedicated or Dedicated
Shared)
Oracle options None
Control Files Recommend at least 3 control files on 3 separate
physical disks, if possible.
Control File Settings:
Maximum Datafiles 25
Maximum Log Files 12
Maximum Log Members 2
Default tablespaces:
System 100 MB
Rollback (8i) 500 MB
Undo tablespaces (9i or 10g)
Temp 500 MB
Redo Logs (recommend 3) 25,000 KB each

16 Oracle Server Setup Guide for Business Objects Planning

 Oracle Installation Parameters
Tablespaces A
Parameter Value
Archive logging Off
Processes 30
Block Size 8,192 Bytes
Sort Area Size 2,048K
Large Pool Size Oracle 8i only: 614,400
Shared Pool Size • Oracle 8i: 60MB
• Oracle 9i: 100MB
• Oracle 10g: N/A
Block Buffers Oracle 8i only: 19,000
Log Buffer Size Oracle 8i only: 32,768
DB Cache Size Oracle 9i only: 200MB
PGA Aggregate Target Oracle 9i and 10g only: 50MB
SGA Target Oracle 10g only: 300MB

Tablespaces

Parameter Value
SRCILARGE 250 MB
SRCISMALL 200 MB
SRCTLARGE 500 MB
SRCTSMALL 500 MB
SRCTEMP 500 MB

Oracle Server Setup Guide for Business Objects Planning 17

A Oracle Installation Parameters
Tablespaces

18 Oracle Server Setup Guide for Business Objects Planning

Business Objects
Information Resources

appendix
B Business Objects Information Resources
Documentation and information services

Documentation and information services

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

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

What’s in the documentation set?

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

Where is the documentation?

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

Documentation from the products

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

Documentation on the web

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

Documentation on the product CD

Look on your product CD for guides in Adobe PDF format.

20 Oracle Server Setup Guide for Business Objects Planning

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

Customer support, consulting and training

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

How can we support you?

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

Online Customer Support

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

Oracle Server Setup Guide for Business Objects Planning 21

B Business Objects Information Resources
Customer support, consulting and training

Looking for the best deployment solution for your

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

Looking for training options?

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

22 Oracle Server Setup Guide for Business Objects Planning


Useful addresses at a glance
Address
Business Objects product
information
http://www.businessobjects.com
Product documentation
http://www.businessobjects.com/
support
Business Objects Documentation
mailbox
documentation@businessobjects.com
Online Customer Support
http://www.businessobjects.com/
support/
Business Objects Consulting
Services
http://www.businessobjects.com/
services/consulting/
Business Objects Education
Services
http://www.businessobjects.com/
services/training
Oracle Server Setup Guide for Business Objects Planning
Business Objects Information Resources
Useful addresses at a glance B
Content
Information about the full range of
Business Objects products.
Business Objects product
documentation, including the
Business Objects Documentation
Roadmap.
Send us feedback or questions
about documentation.
Information on Customer Support
programs, as well as links to
technical articles, downloads, and
online forums.
Information on how Business
Objects can help maximize your
business intelligence investment.
Information on Business Objects
training options and modules.
23
B Business Objects Information Resources
Useful addresses at a glance

24 Oracle Server Setup Guide for Business Objects Planning