Configuring the report server: Tasks for Oracle Server

Windows Set up the Java™ Runtime Environment, create an Oracle Listener and Net Service, configure Oracle as the Cognos® content store, configure the IBM® WebSphere® Application Server instance to host the report server, build and deploy the enterprise archive (EAR) files, install the EAR files, and create the data warehouses.
About this task
The following list gives the steps to configure the report server.
  1. Create a content store database. Ensure that you, as the current user, have the necessary administrative privileges to create databases and their components. The current user is the one that can connect at run time to the Cognos content store. If you want other users to connect at run time to the Cognos content store, see the IBM Cognos 8 Business Intelligence Installation and Configuration Guide for instructions.
    1. If you have an existing content store from a previous installation, delete it.
    2. Go to the C:\Program Files\ibm\Rational Insight\reportal\contentstore directory.
    3. Run the install.bat batch file.
    4. When prompted, specify the parameters for the content store. To see a list of parameters and their explanations, see the related links at the bottom of this page.
  2. Create the listener.
    1. Start Oracle Net Manager (Click Start > All Programs > Oracle > Configuration and Migration Tools > Net Manager).
    2. Expand the nodes and select Listeners. Click Edit > Create.
    3. Enter the listener name and click OK.
    4. Click Add Address and use the dropdown list to add the host and the port switch to Rational® Insight Data Services.
    5. Click Add Database, enter the database name, home directory and SID, and click File > Save Network Configuration.
  3. Create the service name.
    1. Start Oracle Net Configuration Assistant (Click Start > All Programs > Oracle > Configuration and Migration Tools > Net Configuration Assistant).
    2. Select the Local Net Service Name configuration and click Next.
    3. Select Add and click Next.
    4. Enter the service name and click Next.
    5. Select a protocol and click Next.
    6. Enter the hostname and port. Select Yes, perform a test, click Next, change the logon if necessary, make sure the connection passes the test.
    7. Enter the net service name and click Next.
    8. Close Oracle Net Configuration Assistant.
  4. Set up the Java Runtime Environment (JRE) so that Cognos and the report server run on the same JRE instance, so that encryption problems can be avoided.
    1. Set the JAVA_HOME variable to point to the WebSphere Application Server JRE folder and add %JAVA_HOME%\bin at the beginning of the system path:
      JAVA_HOME=[WASDIR]\java\jre
      
      PATH=%JAVA_HOME%\bin;…
    2. Copy the [rational_insight_installation_directory]\cognos\bin\jre\1.5.0\lib\ext\bcprov-jdk14-134.jar file to the [WebSphere_installation_directory]\java\jre\lib\ext directory.
    3. Make sure that the ojdbc14.jar driver is installed in the [rational_insight_installation_directory]\cognos\webapps\p2pd\WEB-INF\lib directory.
  5. Delete the Tomcat-based IBM Cognos 8 service.
    1. Go to the Cognos administration console (In Windows®, click Start > Programs > IBM Cognos 8 > IBM Cognos Configuration).
    2. Right-click the IBM Cognos 8 node, select Delete, and click Yes.
    3. Click Save, and click Close.
  6. Create a new content store in Cognos to reference the content database.
    1. Go to the Cognos administration console (In Windows, click Start > Programs > IBM Cognos 8 > IBM Cognos Configuration).
    2. Click Data Access > Content Manager, right-click Content Store, and click New Resource > Database.
    3. In the Database name field, enter the name of the database created in step 1.
    4. Select the User ID and password row, click the Edit icon, and enter a user name and password that can be used to access the database content store created at step 1.
    5. Select Local Configuration, and click Save configuration.
  7. Create a new WebSphere Application Server instance to host the report server. This step is not needed if you installed WebSphere Application Server through the Rational Insight installer.
  8. Configure the WebSphere Application Server instance to host the report server.
    1. Open the WebSphere Application Server administrative console (open a browser to point to http://localhost:9060/ibm/console/).
    2. Replace port 9060 with another port number if it differs from what you recorded from the WebSphere Application Server Profile Management tool.
    3. Log on to the WebSphere Application Server administrative console (point the browser to http://localhost:portnumber/ibm/console/login.do, and enter your user name and password).
    4. Expand the Servers node on the left sidebar, and select Application servers.
    5. Click the server1 link, and expand the Java and Process Management node.
    6. Click the Process Definition link, and click the Java Virtual Machine link.
    7. Enter the initial and maximum JVM heap size as 256 and 768.
    8. Click Apply (at the bottom of the page), and click the Save link.
    9. Click the Environment Entries link.
    10. Click New and add the following property:

      PATH=[INSTALLDIR]\cognos\bin

    11. Click Apply, and click Save.
    12. Open the Windows Services control panel and restart the IBM WebSphere Application Server V6.1 – Rational Insight service.
  9. Build and deploy the report server EAR file.
    1. Go to the Cognos administration console (In Windows, click Start > Programs > IBM Cognos 8 > IBM Cognos Configuration).
    2. Select Environment, and change all the ports from 9300 to the port number of the WebSphere Application Server profile.
    3. Select Portal Services, and change all the ports from 9300 to the port number of the WebSphere Application Server profile.
    4. Click Save, and click Close.
    5. Select Actions > Build Application Files.
    6. Make sure the following are selected: IBM Cognos 8 and Include static files from the Webcontent folder. Choose the application server. Click Next, accept the default values, and click Next.
    7. Click Finish, and click Close.
  10. Install the report server EAR file.
    1. Log on to the WebSphere Application Server administrative console (point the browser to http://localhost:portnumber/ibm/console/login.do, and enter your user name and password).
    2. Expand the Applications node on the left sidebar, and select Install New Application.
    3. Click Browse, go to the [rational_insight_installation_directory]\cognos folder, and select the p2pd.ear file.
    4. Accept the default options and click Next. Do this step four times.
    5. Click the Save link, click Enterprise Applications in the left sidebar, and if the Default Application is listed, uninstall it.
    6. Copy the static Cognos Web content files from [rational_insight_installation_directory]\cognos\webcontent\*.* to the expanded Web archive directory of the application. An example of a Web archive directory is: [WebSphere_installation_directory]\profiles\RationalInsight\installedApps\Node01Cell\IBM Cognos 8.ear\p2pd.war.
    7. Select the IBM Cognos 8 application, and click Start. The application takes a few minutes to load fully and to start.
    8. Open a browser and point it to http://server:port/insight/servlet. If Cognos Content Manager is working correctly, you see something similar to the following text on the Web page:
      IBM Cognos 8
      
      Content Manager
      
      Build: 8.4.2519.0
      
      Start time: Tuesday, November 18, 2008 3:00:41 PM PST
      
      Current time: Tuesday, November 18, 2008 3:01:25 PM PST
      
      State: Running.
    9. Point the Web browser to http://localhost:port number/p2pd/servlet/dispatch. You should see the home page of the Rational Insight portal.
  11. Deploy the Web archive (WAR) file for the help documents.
    1. Start the WebSphere Application Server administrative console. The default URL is http://localhost:9060/ibm/console/login.do.
    2. Select Applications > Install New Application.
    3. Click Browse and locate the WAR file INSIGHThelp.war. The default location is C:\Program Files\IBM\Rational Insight\UA. Specify the context root to be help and click Next.
    4. On the Select installation options page, click Next.
    5. On the Map modules to servers page, click Next.
    6. On the Map virtual hosts for Web modules page, click Next.
    7. On the Summary page, click Finish.
    8. Click Save.
  12. Install the Rational Insight skin.
    1. Open the Cognos Web application at http://host/cognos8/cgi-bin/cognos.cgi.
    2. Open the Cognos administration page (Launch > IBM Cognos Administration).
    3. Click the Configuration tab.
    4. On the navigation pane at the left of the screen, click Styles.
    5. Click New Style.
    6. In the Name field, enter Rational Insight and click Next.
    7. In the Style resource location field, enter vega.
    8. In the Preview resource field, enter preview.htm.
    9. Click Finish.
  13. Select the Rational Insight skin.
    1. Open the Cognos home page at http://host/cognos8/cgi-bin/cognos.cgi.
    2. Click My Area and click My Preferences.
    3. In the Style box, select Rational Insight and click OK.
  14. Set the Rational Insight skin as the default skin.
    1. Open the Cognos home page at http://host/cognos8/cgi-bin/cognos.cgi. Ensure that you have administrator rights.
    2. Click Security.
    3. Click Cognos.
    4. Click the Edit Default User Profile icon (to the left of the search button).
    5. Click Preferences.
    6. In the Style box, select Rational Insight and click OK.
  15. Import the Rational Insight sample reports.
    1. Copy the [rational_insight_installation_directory]\reportal\deployment\Rational_Example_Reports.zip file to the [rational_insight_installation_directory]\cognos\deployment\ directory.
    2. Open the Cognos Web application at http://server:port/insight.
    3. Open the Cognos administration page (Launch > IBM Cognos Administration).
    4. Click Configuration.
    5. Click Content Administration, click the New Import icon.
    6. Ensure that Rational_Example_Reports is listed as a deployment archive, and click Next.
    7. In the Name field, change the name from Rational_Example_Reports to Rational_Reports, and click Next.
    8. To import all packages and folders, select the box in the table header, and click Next four times.
    9. Click Finish.
    10. Click Run.
    11. Click OK.
    12. Click the Home icon.
    13. Verify that all packages and folders are listed in Public Folders.
  16. Change the URLs of the XML data configuration files to match your environment.
    The sample data configuration files define the default mappings for all templates and sample data for each product. Take a backup of the sample XML data configuration files, and then edit the files to match your environment. Resource groups are defined at the following levels:
    • Rational RequisitePro®: At the project level
    • Rational ClearQuest®: At the user database level
    • Rational ClearCase®: At the view level
    • Rational TestManager: At the project level
    • Rational Quality Manager: At the REST Service root
    • Microsoft® Project: At the project level
    1. Start XML Data Configuration (click Start > Programs > IBM Rational Insight > XML Data Configuration ).
    2. Click File > Open Configuration, go to the directory where the data configuration files are located, and open the product data configuration file; for example clearcase.xdc. The default location is the C:\Program Files\IBM\Rational Insight\dataconfig\configs directory. When prompted to create an ETL project, click OK.
    3. In the XML Data Explorer, expand the tree structure until the resource groups are visible (XML Data Configuration > Resource Category). The resource groups are represented by the data source icons.
    4. Delete all resource group definitions that are not applicable.
    5. Double-click the applicable resource group and click Edit.
    6. In the Data Service field, enter the URL of the resource group on the server where Rational Insight Data Services is installed.

      The syntax of the URL is http://host:port/Data Services/Name of adapter/name of resource, where host is the name of the Rational Insight Data Services server, port is the port used by Rational Insight Data Services, Data Services is the root directory where Rational Insight Data Services is installed, Name of adapter is the name of the product for the data source, and name of resource is the name of the product resource.

      For example: http://host:9080/DataServices/ClearQuest/ALM/SAMPL.

    7. Click File > Save.
    8. Repeat steps e to g for all resource groups for the product data source.
    9. Repeat steps b to h for all other products.
  17. Test the data source connections for the data warehouse and the Rational products.
    1. Open the Rational Insight Web application at http://server:port/insight.
    2. Open the Cognos administration page (click Launch > IBM Cognos Administration or if you are at the Rational Insight Welcome page, click the Administration link in the banner).
    3. Click Configuration > Data Source Connections > RIDW.
    4. Click the Set properties action for the RIDW data source.
    5. Click Connection, select the Connection string field, and click Edit icon (the pencil icon at the right end of the field).
    6. In the Connection string field, ensure that SAMPLEDW is the database name, and jdbc:db2://localhost:50000/SAMPLEDW is the connect string.
    7. Test the connection.
    8. Click OK twice.
    9. Click Configuration > Data Source Connections > DataSourceName.
    10. Click the Set properties action for the product data source; for example, ClearQuest.
    11. Click Connection, select the Connection string field, and click Edit icon (the pencil icon at the right end of the field).
    12. Click OK twice.
  18. Test-run the Rational Insight sample reports.
    1. Open the Cognos Web application at http://server:port/insight.
    2. Click the Sample Report Definitions folder.
    3. Run the reports.
  19. Create a user for accessing the data source.
    1. Open the Cognos administration page (Click IBM Cognos Administration or if you are at the default home page of IBM Cognos, click Launch > Administer IBM Cognos Content).
    2. Click Configuration > Data Source Connections > RIDW.
    3. Click RIDW.
    4. Click New Signon, enter a name, and click Next.
    5. Enter the user ID and password to access the data source. To run reports, a user should have at least read privileges to the data source.
What to do next
If you have upgraded to Rational Insight Multilingual, you need to deploy the WAR files for the Performance Measurement Practices application. For instructions to do so, see the Related tasks link at the bottom of this page.

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