Installation : Orchestra Business Intelligence
  

Orchestra Business Intelligence

Orchestra Business Intelligence installation is run as part of an Orchestra Central installation. However, there are a few preparations and prerequisites that need to be taken into consideration, before going ahead with a Central installation, containing Orchestra Business Intelligence. This chapter describes those preparations, prerequisites and special considerations.
The Orchestra Business Intelligence solution is based on the third party product Pentaho Business Analytics. This means that to be able to use Orchestra Business Intelligence, you need to install a database for the Business Analytics Repository, which contains solution content, scheduling, and audit tables needed for the Business Analytics Server to operate.

Business Analytics Repository, General Info

When running the Installation Wizard, see “Installation Wizard and Properties File” , if you select that PostgreSQL should be installed, the steps below are not applicable. However, if you are using an already installed PostgreSQL database, or another database (SQL Server or Oracle), then please follow the steps in this section.
The Business Analytics Repository consists of three repositories:
• Jackrabbit contains the solution repository, examples, security data, and content data from reports that you use Orchestra Business Intelligence to create.
• Quartz holds data that is related to scheduling reports and jobs.
• Hibernate holds data that is related to audit logging.

Set up Business Analytics Repository for an already installed PostgreSQL database

If you want to install PostgreSQL as part of the installation procedure, these steps can be skipped. If you are using SQL Server or Oracle, see the instructions for those databases, here: “Set up Business Analytics Repository, SQL Server” and “Set up Business Analytics Repository, Oracle” .
To create the Jackrabbit, Quartz and Hibernate databases, you can do one of the following:
• Automatic procedure:
1. Run the <full path to orchestra installation package>/db/postgres-scripts.bat file.
2. Follow the instructions in the actual script.
For example, if PostgreSQL is not installed in the default folder, you will be asked to enter the path to your PostgreSQL installation.
You may also be prompted for “Password for user postgres”, which is the password that you stated when installing PostgreSQL.
Finally, when prompted for “Password for user pentaho_user”, enter password.
Make sure that you enter the correct password(s) while running the script, according to the instructions above!
3. When done, follow the instructions in “Verify that databases and user roles have been created” . If something goes wrong, follow the Manual procedure below instead.
• Manual procedure:
Initialise the database, by running DDL:s that contain SQL commands that create the Jackrabbit, Quartz and Hibernate databases. This procedure is described below, for both Windows and Linux users.

Windows

1. Open an SQL Shell window.
The SQL Shell window is installed with PostgreSQL. After installation, it can be found in the Start menu, under All Programs\PostgreSQL<version_number>.
2. When prompted for the server enter the name of the server, unless you are using the default (localhost). If you are using the default, do not type anything and click Enter.
3. When prompted for the database, enter the name of the database, unless you are using the default (postgres). If you are using the default, do not type anything and click Enter.
4. When prompted for the port, enter the name of the port if you are not using the default (5432). If you are using the default port, do not type anything and click Enter.
5. When prompted for the username, accept the default, then click Enter.
6. When prompted for the password, enter the password that you indicated when you installed PostgreSQL.
7. Run the script to create the Jackrabbit database by typing this:
\i <full path to orchestra installation package>/db/bi‑jcr‑postgres.sql
 
In the SQL Shell window, it is important that you use forward slashes (/) in the full path name (non-Windows standard)!
8. Run the script to create the hibernate database by typing this:
\i <full path to orchestra installation package>/db/bi‑repository‑postgres.sql
 
9. Run the script to create the Quartz database by typing this
\i <full path to orchestra installation package>/db/bi‑quartz‑postgres.sql
 
10. Enter the password at the prompt. The default is password.
11. Exit from the window by clicking Ctrl + C.
12. When done, follow the instructions in “Verify that databases and user roles have been created” .

Linux

To run the SQL scripts on a Linux system, do this:
1. Open a Terminal window.
2. Sign into PostgreSQL by typing psql -U postgres -h localhost at the prompt.
3. Run the script to create the Jackrabbit database by typing this:
\i <Full path to orchestra install package>/db/bi‑jcr-postgres.sql
 
4. Run the script to create the hibernate database by typing this:
\i <Full path to orchestra install package>/db/bi‑repository‑postgres.sql
 
5. Run the script to create the Quartz database by typing this:
\i <Full path to orchestra> install package/db/bi‑quartz‑postgres.sql.
 
6. Exit from the window by clicking Ctrl + C.

Verify that databases and user roles have been created

1. Open the PGAdminIII tool, which is bundled with both the Windows and Linux versions of PostgreSQL.
2. In the Object Browser, click the PostgreSQL folder and enter the password when prompted.
3. Click the Databases folder. The Jackrabbit, Postgres, Hibernate and Quartz databases should appear.
4. Click the Login Roles folder. The jcr_user, pentaho_user, hibuser, and postgres user accounts should appear.
If the databases and login roles do not appear, try to run the scripts, as described above, again.
5. Select File->Exit to exit from PGAdminIII.

Set up Business Analytics Repository, SQL Server

The following instruction describes how to configure Orchestra Business Intelligence to run towards a repository in SQL Server and should be performed after the normal installation.

Initialize SQL Server Repository Database

To initialize SQL Server so it serves as the BA Repository, run SQL scripts to create the Hibernate, Quartz and Jackrabbit (also known as the JCR) databases.
<Orchestra install package>/db/bi-jcr-mssql.sql
<Orchestra install package>/db/bi-quartz-mssql.sql
<Orchestra install package>/db/bi-repository-mssql.sql
To make the databases that you create more secure, we recommend that you change the default passwords in the SQL script files to ones that you specify.
If you do decide to make the databases more secure, use a text editor to change the passwords in these files:
 
parameter
default value
configured in
password for user hibuser
password
bi-repository-mssql.sql
password for user
pentaho_user
password
bi-quartz-mssql.sql
password for user jcr_user
password
bi-jcr-mssql.sql
a. Although there are several different methods for running SQL scripts, these instructions explain how to run SQL*Plus from a Terminal or Command Prompt window.
1. Open a Terminal or Command Prompt window, start the SQL*Plus and log in.
2. Run the script to create the Jackrabbit database by typing START bi-jcr-mssql. If necessary, append the path to the bi-jcr-mssql.sql path in the command.
3. Run the script to create the repository database by typing START bi-repository-mssql. If necessary, append the path to the bi-repository-mssql.sql path in the command.
4. Run the script to create the Quartz database and users by typing START bi-quartz-mssql. If necessary, append the path to the bi-quartz-mssql.sql path in the command.

Set up Business Analytics Repository, Oracle

The following instruction describes how to configure Orchestra Business Intelligence to run towards a repository in Oracle and should be performed after the normal installation.

Initialize Oracle Repository Database

To initialize Oracle so it serves as the BA Repository, run SQL scripts to create the Hibernate, Quartz and Jackrabbit (also known as the JCR) databases.
<Orchestra install package>/db/bi-jcr-ora.sql
<Orchestra install package>/db/bi-quartz-ora.sql
<Orchestra install package>/db/bi-repository-ora.sql
The scripts will create a tablespace named pentaho_tablespace.
To make the databases that you create more secure, Pentaho recommends that you change the default passwords in the SQL script files to ones that you specify.
If you do decide to make the databases more secure, use a text editor to change the passwords in these files:
 
parameter
default value
configured in
password for user hibuser
password
bi-repository-ora.sql
password for user
pentaho_user
password
bi-quartz-ora.sql
password for user jcr_user
password
bi-jcr-ora.sql
a. Although there are several different methods for running SQL scripts, these instructions explain how to run SQL*Plus from a Terminal or Command Prompt window.
These instructions are the same for both Windows and Linux. If you prefer to run SQL scripts using another method, modify instructions accordingly.
1. Open a Terminal or Command Prompt window, start the SQL*Plus and log in.
2. Run the script to create the Jackrabbit database by typing START bi-jcr-ora. If necessary, append the path to the bi-jcr-ora.sql path in the command.
3. Run the script to create the repository database by typing START bi-repository-ora. If necessary, append the path to the bi-repository-ora.sql path in the command.
Run the script to create the Quartz database and users by typing START bi-quartz-ora. If necessary, append the path to the bi-quartz-ora.sql path in the command.

Start the Orchestra Installation

Now, you are ready to install Orchestra Central, according to the instructions in “Orchestra Central” .
In the Installation Wizard/Properties File, you need to specify host and port where the PostgreSQL database is running, If passwords for Postgres database users were changed in the create scripts, you need to update the information to match that.
For more information, please see “Installation Wizard and Properties File” .