Getting started: Administrator

If you are an administrator, these tasks are a good place to get started.
About this task
  1. Plan the deployment:
    1. Identify the servers for the data service adapters.
    2. Identify a machine for the data warehouse.
    3. Identify a machine for the report server.
    4. Identify a machine for the ETL server.
    5. Identify a machine for installing the Framework Manager.
  2. Install Rational® Insight Data Service:
    1. Use the installer to set up data service adapters on each product server.
      The adapters are installed on IBM® WebSphere® Application Server. You can use an existing installation of WebSphere Application Server or use the installer to install a new instance of WebSphere Application Server.
      Note: Data services can be installed on a variety of different machines, each of which is configured to collect data from a specific product or set of products.
    2. Configure the data service.

      After you have installed Rational Insight Data Service, you need to configure the system services and product data sources.

    If you have more than one machine for the data sources, repeat these steps for each machine.

  3. Install and configure Rational Insight data warehouse on the data warehouse machine:
    Note: The installation program needs to be run on the actual database machine where the database is being hosted.
    1. If the database server installation did not include the client services, install the database client.
    2. For all other server that will be connecting to the warehouse, install the associated relational database management system client.
    3. Use the installer to install and automatically configure the Rational Insight data warehouse.

      For DB2®, the installation is done on the DB2 named instance. If this instance does not exist, automatic installation is not possible. For SQL Server, you can specify the default instance or a named instance but make sure the authentication is set to mixed mode.

  4. Install the Rational Insight report server:
    1. If you want to run the reporting server on an existing instance of WebSphere Application Server, ensure that the existing instance is version is 6.1.0.15 or higher.
    2. If you are hosting the content store locally, install the database server and client. If your content store is hosted remotely, install the database client if the database server installation did not include the client services.
    3. If the data warehouse and content store do not use a database from the same vendor, install the database client of the data warehouse database.
    4. Use the installer to automatically install the report server.
  5. Configure the Rational Insight report server:
    1. Set up the connections between the report server and the product data sources.
    2. Test-run the sample reports.
    3. Create users for accessing the data source.
  6. Install and configure the Rational Insight development tools:
    1. Install the database client.
    2. Use the installer to install the report development component.
    3. Catalog Rational Insight data warehouse.
    4. Set up the data source connections.
    5. Configure the data sources to run the extract, transform, and load (ETL) jobs.
  7. Customize the data warehouse and the ETL framework.
    1. Customize ETL builds
    2. Organize XML data configuration files
    3. Customize the data warehouse

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