Oracle Server Setup Guide for

BusinessObjects Planning
BusinessObjects Planning XI Release 2

2007 Business Objects. All rights reserved. Business Objects owns the following
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Contents
Introduction 5 Chapter 1
About this guide...........................................................................................6
Who should read this guide....................................................................6
Technical requirements................................................................................6
Configuring the Planning Database in Oracle 7 Chapter 2
Creating a new database.............................................................................8
Creating new users......................................................................................8
Creating tablespaces...................................................................................9
Importing the original BusinessObjects Planning database......................10
Archive logging..........................................................................................10
Additional Oracle Setup and Administration Considerations 11 Chapter 3
Installing the Oracle client..........................................................................12
Backing up the database...........................................................................12
Exporting a database for support purposes...............................................12
Editing the connection parameters............................................................13
Changing the connection ID.................................................................13
Configuring multiple schema instances ...............................................13
Oracle Database Parameters 15 Chapter 4
Database settings......................................................................................16
Tablespaces...............................................................................................17
Oracle Server Setup Guide for BusinessObjects Planning 3
19 Index
4 Oracle Server Setup Guide for BusinessObjects Planning
Contents
Introduction
1
About this guide
This document provides information necessary for the setup and
administration of an Oracle

server and database for use with

BusinessObjects

Planning.
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. BusinessObjects Planning
Support is also available to assist you with issues relating to use of Oracle
with BusinessObjects Planning.
Technical requirements
BusinessObjects Planning is supported for use with the following Oracle
versions:
Oracle Database 10g (10.2.0.1 or greater)
Oracle9i (Standard Edition Release 2 or Enterprise Edition, 9.2.0.4 or
greater)
The recommended client and server hardware and software requirements
are outlined in the separately produced document entitled BusinessObjects
Planning Technical Requirements. Please contact the BusinessObjects
Planning Support department or visit www.businessobjects.com/support for
a copy of the most recent version.
6 Oracle Server Setup Guide for BusinessObjects Planning
Introduction
1
About this guide
Configuring the Planning
Database in Oracle
2
This chapter discusses configuration issues relating to the use of Oracle with
BusinessObjects Planning. It is assumed that you already have an operational
Oracle server.
The following basic steps are required to configure an Oracle systemfor use
with BusinessObjects Planning:
1. Create a new database. You can also use an existing database if the
BusinessObjects 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 BusinessObjects Planning, or
use an existing database. The database can be named anything you want,
but for the purposes of this document we will refer to it as the Planning
database.
Please consult Oracle Database Parameters on page 15 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 BusinessObjects 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 BusinessObjects Planning
are owned by a single user account, named SRCAdmin. To create this
8 Oracle Server Setup Guide for BusinessObjects Planning
Configuring the Planning Database in Oracle
2
Creating a new database
account, execute the script CreateUsers.sql. A copy of this script can be
found on your BusinessObjects Planning product distribution, in the folder
\Resources\Enterprise Scripts\Oracle.
Note that this script does not contain the SRCAdmin password. Your
BusinessObjects Planning representative will provide you with the password.
Note: It is possible to set up multiple schema instances within the
BusinessObjects 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 13.
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 BusinessObjects Planning, use the
script named CreateTableSpaces.sql. A copy of this script can be found
on your BusinessObjects 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 Oracle Database Parameters on page 15 or as recommended by your
implementation consultant. If your systemwill 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 BusinessObjects Planning. A brief explanation of each
tablespace is shown below:
Oracle Server Setup Guide for BusinessObjects Planning 9
2
Configuring the Planning Database in Oracle
Creating tablespaces
Description Tablespace
This tablespace contains only a few, large tables. A
separate tablespace is used for performance
reasons.
SRCTLARGE
This tablespace contains all of the remaining tables,
whose sizes are relatively small.
SRCTSMALL
This area is the corresponding index area for the
larger tables.
SRCILARGE
This area is the corresponding index area for the
smaller tables.
SRCISMALL
This tablespace is used for temporary tables created
and removed by the BusinessObjects Planning
program code.
SRCTemp
Importing the original BusinessObjects
Planning database
Your BusinessObjects Planning representative will provide you with a file
containing an export of the original database. Import this database into the
newdatabase you created for use with BusinessObjects Planning. No special
import settings are required use all default settings.
Archive logging
It is strongly recommended to disable archive logging for the BusinessObjects
Planning database. This feature is unnecessary for BusinessObjects Planning
due to the nature of updates to the database (lowvolume 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 BusinessObjects Planning
Configuring the Planning Database in Oracle
2
Importing the original BusinessObjects Planning database
Additional Oracle Setup and
Administration
Considerations
3
Installing the Oracle client
Each workstation that will access BusinessObjects Planning using the
Planning Professional Edition desktop client must also have an installation
of the Oracle client (9i or 10g Runtime client as appropriate). The Oracle
client is not required on workstations that will only use the BusinessObjects
Planning web access options.
Note that the 10g Instant Client is not supported for use with BusinessObjects
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 13), you must ensure that the Oracle client is correctly configured to
reach the BusinessObjects 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 BusinessObjects
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.
12 Oracle Server Setup Guide for BusinessObjects Planning
Additional Oracle Setup and Administration Considerations
3
Installing the Oracle client
Editing the connection parameters
The connection parameters for the Oracle database are defined within the
Planning Configuration Manager. After BusinessObjects Planning is installed,
these connection parameters must be completed as part of the configuration
process. For full details, see the BusinessObjects Planning Installation Guide.
To access the Oracle connection parameters:
On the server hosting Planning Application Server, choose Start >
Programs > Business Objects > Planning > Configuration Manager.
From the tree menu in the left-hand pane, select Systems System
Name 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, BusinessObjects Planning attempts to connect to the database
as the user SRCAdmin. If you change the name of this user IDfor the Oracle
database, you must edit the BusinessObjects 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 BusinessObjects Planning configurations, it may be necessary to
load multiple schemas into the same Planning database.
Many BusinessObjects Planning installations are comprised of multiple
systems for example, one budgeting systemand one 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
Oracle Server Setup Guide for BusinessObjects Planning 13
3
Additional Oracle Setup and Administration Considerations
Editing the connection parameters
to set up two distinct user IDs (for example, user_bud and user_sales) for
connection and ownership purposes.
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
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 BusinessObjects Planning
Additional Oracle Setup and Administration Considerations
3
Editing the connection parameters
Oracle Database Parameters
4
The tables in this appendix detail the parameters to use when configuring
your Oracle server for use with BusinessObjects Planning. The values are
the same for each Oracle version except where specifically noted.
These values are the minimumrecommended starting settings for a database.
After installation, the system should be tuned by an Oracle database
administrator for optimal performance.
Database settings
Value Parameter
Oracle 9i: 9.2.0.4 or higher
Oracle 10g: 10.2.0.1 or higher
Database Structure Compatibility
WE8ISO8859P1 Character set
Planning Database Name (SID)
25 Concurrent users
Multipurpose Database primary use
Dedicated Server Mode (Dedicated or Shared)
None Oracle options
Recommend at least 3 control files on
3 separate physical disks, if possible.
Control Files
25,000 KB each Redo Logs (recommend 3)
Off Archive logging
30 Processes
8,192 Bytes Block Size
2,048K Sort Area Size
Oracle 9i: 100MB
Oracle 10g: N/A
Shared Pool Size
16 Oracle Server Setup Guide for BusinessObjects Planning
Oracle Database Parameters
4
Database settings
Value Parameter
Oracle 9i only: 200MB DB Cache Size
50MB PGA Aggregate Target
Oracle 10g only: 300MB SGA Target
Control File Settings:
25 Maximum Datafiles
12 Maximum Log Files
2 Maximum Log Members
Default tablespaces:
100 MB System
500 MB Undo tablespaces
500 MB Temp
Only SYSTEM, OEM_REPOSITORY,
TEMP, UNDOTBS1, are needed. All
other tablespaces can be deleted.
Other tablespaces
Tablespaces
Value Parameter
250 MB SRCILARGE
200 MB SRCISMALL
500 MB SRCTLARGE
500 MB SRCTSMALL
500 MB SRCTEMP
Oracle Server Setup Guide for BusinessObjects Planning 17
4
Oracle Database Parameters
Tablespaces
18 Oracle Server Setup Guide for BusinessObjects Planning
Oracle Database Parameters
4 Tablespaces
Index
A
archive logging 10
B
backup procedures 12
C
changing the default connection ID 13
Configuration Manager 13
configuring for multiple schema instances 13
configuring the Planning database 8
connection ID 13
connection parameters, editing 13
CreateTableSpaces.SQL 9
CreateUsers.SQL 8
creating a new database 8
creating new users 8
D
database
backup procedures 12
configuring 8
creating 8
exporting 12
importing the BusinessObjects Planning
database 10
database parameters 16
default connection ID 13
E
exporting the database 12
I
importing the BusinessObjects Planning database
10
installing the Oracle client 12
Instant Client 12
M
multiple schema instances 13
O
OLTP 10
Oracle
supported versions 6
Oracle client, installing 12
Oracle Server Manager 8
R
ROLAP 10
S
schema instances, configuring for multiple 13
srcadmin 8
SRCAdmin 8
SRCIA 13
SRCView 8
Oracle Server Setup Guide for BusinessObjects Planning 19
T
tablespaces
creating 9
SRC tablespaces 9, 17
technical requirements 6
U
users, creating 8
20 Oracle Server Setup Guide for BusinessObjects Planning
Index