installing birt analytics - opentextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013....

84
Installing BIRT Analytics

Upload: others

Post on 27-Feb-2021

10 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

Installing BIRT Analytics

Page 2: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

Information in this document is subject to change without notice. Examples provided are fictitious. No part of this document may be reproduced or transmitted in any form, or by any means, electronic or mechanical, for any purpose, in whole or in part, without the express written permission of Actuate Corporation.

© 2003 - 2013 by Actuate Corporation. All rights reserved. Printed in the United States of America.

Contains information proprietary to:Actuate Corporation, 951 Mariners Island Boulevard, San Mateo, CA 94404

www.actuate.comwww.birt-exchange.com

The software described in this manual is provided by Actuate Corporation under an Actuate License agreement. The software may be used only in accordance with the terms of the agreement. Actuate software products are protected by U.S. and International patents and patents pending. For a current list of patents, please see http://www.actuate.com/patents.

Actuate Corporation trademarks and registered trademarks include:

Actuate, ActuateOne, the Actuate logo, Archived Data Analytics, BIRT, BIRT 360, BIRT Analytics, BIRT Data Analyzer, BIRT Performance Analytics, Collaborative Reporting Architecture, Dynamic Data Web, e.Analysis, e.Report, e.Reporting, e.Spreadsheet, Encyclopedia, Interactive Viewing, OnPerformance, Performancesoft, Performancesoft Track, Performancesoft Views, Quite4Me, Quiterian, Report Encyclopedia, Reportlet, The people behind BIRT, X2BIRT, and XML reports.

Actuate products may contain third-party products or technologies. Third-party trademarks or registered trademarks of their respective owners, companies, or organizations include:

Mark Adler and Jean-loup Gailly (www.zlib.net): zLib licensed under the Boost Software License and public domain. Boost.org: Boost libraries, licensed under the Boost Software License. CURL (curl.haxx.se), licensed under a MIT/X derivate license. Marcin Kalicinski (rapidxml.sourceforge.net): RapidXML, licensed under the Boost Software License. Bruno Lowagie and Paulo Soares: iTextSharp, licensed under the Mozilla Public License (MPL). Math.NET: Math.NET, licensed under the MIT/X11 License. openssl.org: OpenSSL, licensed under the OpenSSL license. qooxdoo.org: qooxdoo, licensed under the Eclipse Public License (EPL). Dave Scriven (svg.codeplex.com): SVG Rendering Engine, licensed under the Microsoft Public License. sqlite.org: SQLite, public domain. stlsoft.org: STLSoft libraries, licensed under the BSD license. Matthew Wilson and Garth Lancaster (www.pantheios.org): Pantheios, licensed under a modified BSD license.

All other brand or product names are trademarks or registered trademarks of their respective owners, companies, or organizations.

Document No. 130115-2-580311 June 11, 2013

Page 3: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

i

ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiUnderstanding Actuate BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiUnderstanding ActuateOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iiiAbout BIRT Analytics documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ivAbout obtaining technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vAbout supported and obsolete products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vAbout Installing BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v

Chapter 1Understanding Actuate BIRT Analytics architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Introducing BIRT Analytics modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Understanding BIRT Analytics communication protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Understanding BIRT Analytics deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Chapter 2Preparing the BIRT Analytics environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Checking installation prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Preparing to install BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6Installing the Java Runtime Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Installing Apache Tomcat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Installing Microsoft .NET Framework 4.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Installing Microsoft SQL Server Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Installing the Microsoft Access Database Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Configuring Microsoft Internet Information Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Chapter 3Licensing BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17About license files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Obtaining the installation license key file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Updating license keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18Enabling features for security roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Chapter 4Installing BIRT Analytics modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25About BIRT Analytics modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Installing Actuate FastDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Installing ProtonWS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29Installing BIRT Analytics Loader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Changing the FastDB default password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33Understanding configuration and generated files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34Changing the loading-projects folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36Managing load process tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Installing BIRT Analytics Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37Installing BIRT Analytics Admin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41Installing BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44Installing the demo database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Chapter 5Understanding optional configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Using bashell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Page 4: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

ii

Changing the default language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Integrating an LDAP server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Creating users and groups in LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Identifying the connection string . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Creating a BIRT Analytics Admin user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Assigning permissions to the new administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Using the new user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Integrating LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Assigning profiles to LDAP groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Using the LDAP path syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Securing communication with HTTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Configuring FastDB to use HTTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Configuring ProtonWS to use HTTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Configuring BIRT Analytics Application to use HTTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Configuring BIRT Analytics Admin to use HTTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Configuring BIRT Analytics to use HTTPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Blocking IP addresses in Apache Tomcat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Installing to a partition that is not the C partition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Backing up data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Uninstalling BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Upgrading BIRT Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Page 5: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

I n t r o d u c t i o n iii

I n t r o d u c t i o n

Understanding Actuate BIRT AnalyticsBIRT Analytics is a highly interactive data analysis tool for data-savvy end users, providing virtually instantaneous visualization of cross sections of data from any source and of any size. It is part of the BIRT-based ActuateOne® suite of commercial business analytics products. In today’s business climate, business users must be able to address the problems presented by big data, drawn from both structured and unstructured sources. BIRT Analytics enables a business user to process massive amounts of data, predict business outcomes, and make informed decisions. By making better decisions faster, business strategists can deliver vibrant and informative visual analysis of inherent trends in big data.

BIRT Analytics consists of three key components:

■ Actuate BIRT Analytics, a tool that is used to carry out dynamic analyses

■ BIRT Analytics Administration, a set of tools that supports administering access and privileges for each module and component of the BIRT Analytics product

■ BIRT Analytics Loader, a tool that extracts, transforms, and loads records from an external data source to FastDB, the BIRT Analytics data repository

BIRT Analytics also includes the following support modules:

■ FastDB, a database engine that creates the analytic data repository

■ ProtonWS, which manages communication between FastDB and BIRT Analytics Application

■ BIRT Analytics Application, which manages user requests and the back-end database wpt

Understanding ActuateOneActuateOne™ includes iHub of Actuate® Corporation’s value-added products for the Eclipse BIRT open source project. ActuateOne institutes a paradigm shift in Business Intelligence technology from individualized tools to a suite of integrated capabilities within a single environment. ActuateOne is one designer, one server, one integrated environment providing a single unified user experience. A common architecture is precisely what today’s information-rich global environment requires for development and deployment. This unified Actuate technology continues to enable information management and delivery while supporting advanced security, massive scalability, flexibility through programming, and reuse.

ActuateOne realizes our corporate vision of a single user experience by providing extended new analytics capabilities reaching a broader spectrum of users. The new dashboard functionality supports building gadgets to enhance the visual presentation of information. Export to Excel® and other formats integrates Actuate output with other tools on the

Page 6: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

iv I n s t a l l i n g B I R T A n a l y t i c s

end-user desktop. Actuate’s cloud-ready server supports elastic clustering for dynamic provision of uninterrupted efficient service.

Information, live demos, and endorsements about this release are available from birt-exchange.com and actuate.com. The Actuate site also makes “The Forrester Wave™: Open Source Business Intelligence (BI), Q3 2010” report freely available. The report recognizes Actuate and its value-added offerings for BIRT as a leader in Open Source Business Intelligence.

About BIRT Analytics documentationThe printed and online documentation includes the materials described in Table I-1. You can obtain HTML and PDF files from the BIRT Exchange or Actuate Customer Support site.

Documentation updates are created in response to customer requirements and are available at both sites.

Table I-1 BIRT Analytics documentation

For information about this topic See the following resource

Installing BIRT Analytics■ Overview of system architecture■ Installing prerequisites■ Installing BIRT Analytics modules■ Overview of optional configurations

Administering BIRT AnalyticsUse BIRT Analytics Admin to:■ Set up users and groups■ Configure security■ Configure and monitor system options

Using BIRT Analytics■ Overview of data analysis and data mining■ Using BIRT Analytics tools■ Visualizing data

Using BIRT Analytics Loader■ Using BIRT Analytics Loader to extract,

transform, and load data■ Using projects to manage data■ Administering BIRT Loader processes

Adobe Acrobat CatalogA utility that can search all the documents in the Actuate manuals directory

Installing BIRT Analytics

Administering BIRT Analytics

Using BIRT Analytics

Using BIRT Analytics Loader

Adobe Acrobat Catalog

Page 7: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

I n t r o d u c t i o n v

About obtaining technical supportYou can contact Customer Support by e-mail or telephone. For contact information, go to the following URL:

http://www.actuate.com/services/support/contact-support.asp

About supported and obsolete productsThe Actuate Support Lifecycle Policy and Supported Products Matrix are available on the Actuate Support web site at the following URL:

http://support.actuate.com/documentation/spm

About Installing BIRT AnalyticsInstalling BIRT Analytics includes the following chapters:

■ Introduction. Provides an overview of this guide and the BIRT Analytics documentation.

■ Chapter 1. Understanding Actuate BIRT Analytics architecture. Describes BIRT Analytics architecture.

■ Chapter 2. Preparing the BIRT Analytics environment. Describes the prerequisites for installing BIRT Analytics.

■ Chapter 3. Licensing BIRT Analytics. Describes licensing options and license key installation for BIRT Analytics.

■ Chapter 4. Installing BIRT Analytics modules. Describes how to install the modules of BIRT Analytics.

■ Chapter 5. Understanding optional configurations. Describes installation options and tools for managing BIRT Analytics.

Page 8: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

vi I n s t a l l i n g B I R T A n a l y t i c s

Page 9: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 1 , U n d e r s t a n d i n g A c t u a t e B I R T A n a l y t i c s a r c h i t e c t u r e 1

C h a p t e r

Chapter 1Understanding Actuate BIRTAnalytics architecture

This chapter contains:

■ Introducing BIRT Analytics modules

■ Understanding BIRT Analytics communication protocols

■ Understanding BIRT Analytics deployment

Page 10: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

2 I n s t a l l i n g B I R T A n a l y t i c s

Introducing BIRT Analytics modulesBIRT Analytics uses different modules to load, analyze and display data to users. Figure 1-1 illustrates the BIRT Analytics process architecture.

Figure 1-1 BIRT Analytics architecture

BIRT Analytics is made up of the following modules:

■ BIRT Analytics Provides a client-side DHTML application for data mining and analysis. It runs as a Microsoft IIS application. It is part of the front end which communicates by AJAX.

■ FastDBStores and executes instructions given by the rest of the BIRT Analytics modules. For example, FastDB creates the analytic repository with instructions received from BIRT Analytics Loader. It runs as a Windows or Linux service named dubnium.

Windows or Linuxand Java (x64)

Apache Tomcat

SQL Server(wpt)

database

BIRT Analytics Loader (qloader)

BIRT AnalyticsArchitecture

Web browser

Corporate database

HTTP/S

FastDB (dubnium)repository

ProtonWS

BIRT Analytics Application(qelectron)

External database

Oracle, SQL, Access,TXT, DB2, …

Data source

ETL

Windows and.NET (x64)

HTTP/S

Internet Information Server

BIRT Analytics Admin

(qadmin)

BIRTAnalytics

(qfrontend)

HTTP/S

Page 11: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 1 , U n d e r s t a n d i n g A c t u a t e B I R T A n a l y t i c s a r c h i t e c t u r e 3

■ ProtonWSResponsible for the communication between the FastDB and the web application. It runs as an Apache Tomcat application.

■ BIRT Analytics LoaderResponsible for quickly Extracting, Transforming, and Loading data (ETL). It runs as an Apache Tomcat application.

■ BIRT Analytics ApplicationResponsible for processing requests, defining, and orchestrating what tasks must be done, and finally, returning the information to the client. It runs as a Microsoft IIS application.

■ BIRT Analytics AdminEnables administrators to manage BIRT Analytics. It runs as a Microsoft IIS application.

Understanding BIRT Analytics communication protocolsFor communication between the various modules of BIRT Analytics, HTTP or HTTPS is used in all cases except in the communication between FastDB and its analytic data repository (QAR) and ProtonWS, using TCP/IP.

In general, the use of HTTPS is recommended for security reasons, although you can use HTTP when the two ends of communication reside on the same server.

Understanding BIRT Analytics deploymentYou can deploy BIRT Analytics modules to one or two servers.

In a stand-alone server deployment, a single server communicates with the databases and software modules to analyze, cache, and manage data. Users connect to this server to access the BIRT Analytics browser-based tool, as shown in Figure 1-2.

Figure 1-2 BIRT Analytics one-server installation

In a dual-server deployment, the first server communicates with the necessary databases to manage data. The second server analyzes and caches data. Users connect to the second server to access the BIRT Analytics browser-based tool.

BIRT AnalyticsBIRT Analytics Application

BIRT Analytics AdminProtonWS

BIRT Analytics LoaderFastDB

Cache

SQL(wpt)

database

Web browsers

Analytic data

repository

Page 12: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

4 I n s t a l l i n g B I R T A n a l y t i c s

The dual-server deployment separates the application from the engine, as shown in Figure 1-3. The BIRT Analytics Application minimizes communication with the FastDB engine by using its own cache. Only actions that require the FastDB engine will be sent through ProtonWS to Actuate FastDB.

Figure 1-3 BIRT Analytics two-server installation

The server that runs FastDB, ProtonWS and BIRT Analytics Loader can use either Microsoft Windows or Linux.

Analytic data

repository

SQL (wpt)

database

BIRT AnalyticsBIRT Analytics Application

BIRT Analytics Admin

FastDBProtonWS

BIRT Analytics Loader

Web browsers

Cache

Page 13: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 2 , P r e p a r i n g t h e B I R T A n a l y t i c s e n v i r o n m e n t 5

C h a p t e r

Chapter 2Preparing the BIRT Analyticsenvironment

This chapter contains:

■ Checking installation prerequisites

■ Preparing to install BIRT Analytics

■ Installing the Java Runtime Environment

■ Installing Apache Tomcat

■ Installing Microsoft .NET Framework 4.0

■ Installing Microsoft SQL Server Express

■ Installing the Microsoft Access Database Engine

■ Configuring Microsoft Internet Information Services

Page 14: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

6 I n s t a l l i n g B I R T A n a l y t i c s

Checking installation prerequisitesBefore you deploy BIRT Analytics, ensure that your system includes the following software requirements:

■ Java Runtime Environment (JRE) 64-bit

■ Apache Tomcat 64-bit

■ Microsoft .NET Framework 4.0 64-bit

■ Microsoft SQL Server or SQL Server Express 64-bit

■ Microsoft Office Access Database Engine 64-bit

■ Microsoft Internet Information Services 6

You need a Windows user account with Administrator group privileges to complete the installation of BIRT Analytics prerequisites and modules.

Preparing to install BIRT AnalyticsBIRT Analytics is supported on Windows 2008 R2 64-bit and requires additional software. Before performing a BIRT Analytics installation, the administrator installs any missing prerequisite software. A single server running all BIRT Analytics modules requires the following prerequisite software:

■ Java JRE 64-bit

■ Apache Tomcat 64-bit

■ Microsoft .NET Framework 4.0 64-bit

■ Microsoft SQL Server or SQL Server Express 64-bit

■ Microsoft Office Access Database Engine 64-bit

■ Microsoft Internet Information Services

If you make a two-server installation of BIRT Analytics, one server contains Actuate FastDB, ProtonWS, and BIRT Analytics Loader. This server requires the following prerequisite software:

■ Java JRE 64-bit

■ Apache Tomcat 64-bit

The second server contains BIRT Analytics Application, BIRT Analytics Admin, and the BIRT Analytics web client. This server requires the following prerequisite software:

■ Microsoft .NET Framework 4.0 64-bit

■ Microsoft SQL Server or SQL Server Express 64-bit

■ Microsoft Office Access Database Engine 64-bit

■ Microsoft Internet Information Services

The following instructions provide a basic example of the steps to install the prerequisite software in the Windows environment using an administrator account. It is the responsibility of the administrator performing the installation to make sure that all settings conform to the security policies in force for the environment.

Page 15: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 2 , P r e p a r i n g t h e B I R T A n a l y t i c s e n v i r o n m e n t 7

Installing the Java Runtime EnvironmentThe 64-bit version of the Java Runtime Environment (JRE) is a prerequisite to use Apache Tomcat, BIRT Analytics ProtonWS, and the BIRT Analytics Loader modules. You can verify if you have Java installed using the following URL:

http://www.java.com/en/download/installed.jsp

If you have a version lower than Java 7 JRE installed, uninstall the older version and then restart the server before installing the latest version of the Java JRE. Download and install the latest 64-bit version of the Java 7 Runtime Environment from the following URL:

http://www.java.com/en/download/

Installing Apache TomcatThe 64-bit version of the Apache Tomcat web server is a prerequisite to use the BIRT Analytics ProtonWS and BIRT Analytics Loader modules. The default Windows installation of Apache Tomcat runs as a Windows service using the Windows local system account. The default Linux installation of Apache Tomcat runs as a service using a user account named tomcat.

If you run Apache Tomcat using a Windows user account instead of the Windows local system account, you must give special permissions to folders used by BIRT Analytics. These special permissions are described in the installation instructions for the following BIRT Analytics modules:

■ ProtonWS

■ BIRT Analytics Loader

The following sections describe how to install Apache Tomcat.

How to install Apache Tomcat in Windows

1 Download the latest 32-bit/64-bit Windows Service Installer version of Apache Tomcat 7 from the following URL:

http://tomcat.apache.org/download-70.cgi

2 Run the executable file that was downloaded from the previous URL. The Tomcat installer appears, as shown in Figure 2-1.

Figure 2-1 Installing Apache Tomcat

Page 16: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

8 I n s t a l l i n g B I R T A n a l y t i c s

3 Choose Next.

4 Read the license agreement and choose I Agree, as shown in Figure 2-2.

Figure 2-2 Accepting the license agreement

5 Choose Next to accept the default components, as shown in Figure 2-3.

Figure 2-3 Choosing the default components

6 In User Name, type tomcat, and in Password, type Secret123. Figure 2-4 shows the basic Apache Tomcat configuration.

Figure 2-4 Choosing a user name to manage Tomcat

This example user name and password is used to access and manage Tomcat applications and should be changed in a production installation. This is not a Windows user account.

Page 17: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 2 , P r e p a r i n g t h e B I R T A n a l y t i c s e n v i r o n m e n t 9

Choose Next.

7 Verify that the path to the Java installation is correct and choose Next. Figure 2-5 shows the automatically detected installation path of Java.

Figure 2-5 Verifying the Java Runtime Environment path

8 Accept the default destination folder to install Apache Tomcat and choose Install, as shown in Figure 2-6.

Figure 2-6 Choosing the Tomcat destination folder

9 Select Run Apache Tomcat and choose Finish, as shown in Figure 2-7.

Figure 2-7 Finishing the Tomcat installation

10 Verify the correct configuration of the Tomcat service by completing the following steps:

1 Choose Start➛All Programs➛Apache Tomcat 7.0 Tomcat7➛Configure Tomcat to open the Tomcat Properties, as shown in Figure 2-8. Run Configure Tomcat as administrator if you are not already using an administrator account.

Page 18: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

10 I n s t a l l i n g B I R T A n a l y t i c s

Figure 2-8 Setting properties for the Tomcat service

2 In Startup type, select Automatic. Choose OK.

3 If your network firewall is active, verify that communication is allowed for the TCP ports used by Apache Tomcat. The default ports used by Apache Tomcat are TCP 8080 for HTTP network traffic and TCP 8443 for HTTPS network traffic.

How to install Apache Tomcat in Linux

1 Open a terminal console and switch to a user account such as root that can install software using a command such as:

su root

Ubuntu blocks the root account but you can access a root shell with:

sudo -i

2 Install Apache Tomcat 6 with the package manager command for your Linux operating system:

■ Red Hat

yum install tomcat6

■ SUSE

yast -i tomcat6

■ Ubuntu, typically runs root as user

apt-get install tomcat6

3 Verify that Apache Tomcat is running with the following command:

service tomcat6 status

4 Start Apache Tomcat if it is not running with the following command:

service tomcat6 start

5 Set Apache Tomcat to start after a system reboot with the following command:

chkconfig tomcat6 on

6 If your network firewall is active, verify that communication is allowed for the TCP ports used by Apache Tomcat. The default ports used by Apache Tomcat are TCP 8080 for HTTP network traffic and TCP 8443 for HTTPS network traffic.

Page 19: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 2 , P r e p a r i n g t h e B I R T A n a l y t i c s e n v i r o n m e n t 11

Installing Microsoft .NET Framework 4.0The 64-bit version of the Microsoft .NET Framework 4.0 is a prerequisite to install BIRT Analytics. Download and install the 64-bit version of the Microsoft .NET Framework 4.0 from the following URL:

http://www.microsoft.com/en-us/download/details.aspx?id=17718

Installing Microsoft SQL Server ExpressA 64-bit Microsoft SQL Server is a prerequisite back-end database for BIRT Analytics Application and BIRT Analytics Admin. If you do not already have SQL Server running, you can install the free Microsoft SQL Server 2008 Express with Tools.

The following section describes how to install Microsoft SQL Server Express in the Windows operating system.

How to install Microsoft SQL Server Express

1 Download the 64-bit Microsoft SQL Server 2008 Express with Tools from the following URL:

http://www.microsoft.com/en-us/download/details.aspx?id=22973

2 Run the executable file that was downloaded from the preceding URL. If you receive a message that SQL Server 2008 R2 requires Microsoft .NET Framework and an updated Windows Installer, choose OK.

3 If a notification appears asking you to enable the .NET Framework Core role, choose OK.

4 In SQL Server Installation Center, choose New installation or add features to an existing installation, as shown in Figure 2-9.

Figure 2-9 Installing Microsoft SQL Server Express

Page 20: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

12 I n s t a l l i n g B I R T A n a l y t i c s

5 Read and accept the license agreement to continue. Choose Next.

6 Accept the default feature selections and choose Next, as shown in Figure 2-10.

Figure 2-10 Accepting the default feature selections

7 Accept the default instance configuration and choose Next, as shown in Figure 2-11.

Figure 2-11 Accepting the default instance configuration

Page 21: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 2 , P r e p a r i n g t h e B I R T A n a l y t i c s e n v i r o n m e n t 13

8 Accept the default server configuration and choose Next, as shown in Figure 2-12.

Figure 2-12 Accepting the default server configuration

9 Select the option Mixed Mode and type a password for the SQL Server system administrator (sa) account. For this example, use the password Secret123, as shown in Figure 2-13. Choose Next to continue.

Figure 2-13 Selecting the database engine configuration

Page 22: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

14 I n s t a l l i n g B I R T A n a l y t i c s

10 Accept the default error reporting setting and choose Next, as shown in Figure 2-14.

Figure 2-14 Accepting the default error reporting setting

11 Choose Close when the installation has completed.

12 Close the SQL Server Installation Center.

Installing the Microsoft Access Database EngineThe 64-bit version of the Microsoft Access Database Engine is a prerequisite to install BIRT Analytics.

Download and install the 64-bit version of the Microsoft Access Database Engine 2010 from the following URL if you are going to use Access 2010 or 2007 files:

http://www.microsoft.com/en-us/download/details.aspx?id=13255

Configuring Microsoft Internet Information ServicesMicrosoft Internet Information Services (IIS) 6.0 or higher is a prerequisite to install BIRT Analytics. The Windows administrator must enable the Web Server (IIS) role.

The following IIS role services must also be enabled:

■ Application Development ASP.NET

■ IIS 6 Management Compatibility

The following section describes how to install Microsoft SQL Server Express in the Windows operating system. If you use a network firewall, ensure that the firewall passes the port number used by IIS. The default port is TCP 80.

Page 23: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 2 , P r e p a r i n g t h e B I R T A n a l y t i c s e n v i r o n m e n t 15

How to enable IIS 6.0 role services

1 Choose Start➛Administrative Tools➛Server Manager.

2 Choose Roles.

3 Choose Add Roles, as shown in Figure 2-15.

Figure 2-15 Adding a role to the Windows server

4 In Before You Begin, Choose Next.

5 In Select Server Roles, select Web Server (IIS) and choose Next, as shown in Figure 2-16.

Figure 2-16 Adding the Web Server role

6 In Web Server (IIS), choose Next.

Page 24: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

16 I n s t a l l i n g B I R T A n a l y t i c s

7 In Select Role Services, select ASP .NET. If the Add Roles Wizard appears, choose Add Required Role Services, as shown in Figure 2-17.

Figure 2-17 Adding a role service for ASP .NET

8 In Select Role Services, select IIS 6 Management Compatibility, as shown in Figure 2-18. Choose Next.

Figure 2-18 Adding an IIS role service

9 In Confirm Installation Selections, choose Install.

10 In Installation Results, choose Close.

11 Close Server Manager.

Page 25: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 3 , L i c e n s i n g B I R T A n a l y t i c s 17

C h a p t e r

Chapter 3Licensing BIRT AnalyticsThis chapter contains:

■ About license files

■ Obtaining the installation license key file

■ Updating license keys

■ Enabling features for security roles

Page 26: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

18 I n s t a l l i n g B I R T A n a l y t i c s

About license filesThe name for the two Actuate BIRT Analytics license key files use the following format:

■ dubnium.lic for FastDB

■ <DATE>_LicenseBA_<company>_<ID>.xml for BIRT Analytics Application and web client

<DATE> is the date the license key was generated. <ID> is the name of the computer that can uses the license key.

Obtaining the installation license key fileNew customers receive an e-mail that contains the license key file information. If you have a problem with a license key file, contact Actuate Licensing at [email protected].

Updating license keysYou install the licenses during the installation of the BIRT Analytics modules. If your requirements change and you purchase a different license, you will need to update the existing license keys with new ones. Use the BIRT Analytics License tool to update licenses for BIRT Analytics Application and the BIRT Analytics web client. Update the FastDB license by replacing the old license file dubnium.lic with the new one.

Upgrading BIRT Analytics to a different version also requires reinstalling the new version of BIRT Analytics. For more information about upgrading BIRT Analytics, see “Upgrading BIRT Analytics” in Chapter 5, “Understanding optional configurations.”

How to update the FastDB license in Windows

Updating the FastDB license requires you to stop the dubnium service and to reload the ProtonWS Tomcat application.

1 Open a command prompt that is run as administrator and run the following command:

sc stop dubnium

2 In the C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium folder, replace the file dubnium.lic with the dubnium.lic file you received with your BIRT Analytics license.

3 In the command prompt, run the following command:

sc start dubnium

4 Close the command prompt.

5 Access the default installation of Apache Tomcat Application Manager using the following URL:

http://localhost:8080

Replace localhost with the name of the computer where Apache Tomcat is installed.

6 Choose Manager App, as shown in Figure 3-1.

Page 27: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 3 , L i c e n s i n g B I R T A n a l y t i c s 19

Figure 3-1 Using a browser to access Apache Tomcat

7 Type the user name and password of the Apache Tomcat administrator and choose OK. This example uses the user name tomcat and the password Secret123.

8 In Applications➛Path➛/protonws, choose Reload, as shown in Figure 3-2.

Figure 3-2 Reloading ProtonWS to Apache Tomcat

9 Verify that the Tomcat Application Manager updates and displays that the application reload was OK, as shown in Figure 3-3.

Figure 3-3 Verifying the successful reload of the ProtonWS application

How to update the BIRT Analytics license

Use the BIRT Analytics License tool to update BIRT Analytics Application and the BIRT Analytics web client.

1 If you downloaded BIRT Analytics, open the 10-Tools folder and copy the subfolder named Tool to change BA license and its contents to a location on your computer.

2 In the folder named Tool to change BA license, decompress the BIRTLicenseUpdate.rar file. The BIRTLicenseUpdate folder appears.

Page 28: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

20 I n s t a l l i n g B I R T A n a l y t i c s

3 In the BIRTLicenseUpdate folder, run as administrator the BIRTLicenseUpdate.exe file.

4 Select BIRT Analytics Application is installed in this server and verify that the correct virtual directory is selected. By default, this is qelectron.

5 Select BIRT Analytics Web Client is installed in this server and verify that the correct virtual directory is selected. By default, this is qfrontend.

6 In License, choose … to browse the connected drives for the license file.

7 Select the BIRT Analytics license file and choose Open. Figure 3-4 shows the selected license file and the BIRT Analytics modules that will receive the updated license file.

Figure 3-4 Preparing to update a license key

8 Choose Apply to apply the new license file.

9 Choose OK.

10 Close the BIRT Analytics License tool.

How to update the FastDB license in Linux

Updating the FastDB license requires you to stop the dubnium service and to reload the ProtonWS Tomcat application.

1 Open a terminal console and switch to a user account such as root that can install software using a command such as:

su root

2 Stop the dubnium service. Use the following command:

service dubnium_service stop

3 Copy the new Dubnium.lic file you received with your BIRT Analytics license with the following command:

cp /home/user/Desktop/Dubnium.lic /etc/dubnium/dubnium.lic

Replace /home/user/Desktop/Dubnium.lic with the actual location of your license file. If you are asked to overwrite an existing file, agree to overwrite the file.

4 Start the dubnium service with the following command:

service dubnium_service start

5 Restart Apache Tomcat with the following command:

service tomcat6 restart

Page 29: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 3 , L i c e n s i n g B I R T A n a l y t i c s 21

Enabling features for security rolesIf you update a license that includes new features, you must assign those features to a security role. For example, if your new license adds a functionality called workflow, you must assign this functionality to one or more security roles before users can see the new functionality.

You enable functionalities for each security role. Security roles are used to manage permissions in the BIRT Analytics system.

How to enable new features

Complete the following steps to assign all functionalities to the administrators security role:

1 Using your web browser, connect to the following site:

http://localhost/qadmin

Replace localhost with the name of the computer where Microsoft IIS is installed.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 3-5.

Figure 3-5 Authenticating the administrator user

3 Choose Security, as shown in Figure 3-6.

Figure 3-6 Accessing the security administration

Page 30: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

22 I n s t a l l i n g B I R T A n a l y t i c s

4 Choose Security role management, as shown in Figure 3-7.

Figure 3-7 Accessing the synchronize settings

5 Choose the Security role management to activate new functionalities.

6 Select the Administrators group and choose Modify, as shown in Figure 3-8.

Figure 3-8 Selecting the Administrators role

7 In Functionalities, disable General.

8 Then enable General to ensure that all functionalities are selected, as shown in Figure 3-9. Optionally, expand General to enable specific functionality.

Page 31: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 3 , L i c e n s i n g B I R T A n a l y t i c s 23

Figure 3-9 Selecting all functionalities

9 Choose OK.

10 Choose Logout to exit BIRT Analytics Admin.

Page 32: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

24 I n s t a l l i n g B I R T A n a l y t i c s

Page 33: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 25

C h a p t e r

Chapter 4Installing BIRT Analyticsmodules

This chapter contains:

■ About BIRT Analytics modules

■ Installing Actuate FastDB

■ Installing ProtonWS

■ Installing BIRT Analytics Loader

■ Installing BIRT Analytics Application

■ Installing BIRT Analytics Admin

■ Installing BIRT Analytics

■ Installing the demo database

Page 34: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

26 I n s t a l l i n g B I R T A n a l y t i c s

About BIRT Analytics modulesInstall BIRT Analytics modules in the following order after all prerequisite software has been installed:

■ Actuate FastDB, a Windows or Linux service

■ ProtonWS, a Java application

■ BIRT Analytics Loader, a Java application

■ BIRT Analytics Application, a Microsoft IIS web application

■ BIRT Analytics Admin, a Microsoft IIS web application

■ BIRT Analytics, a Microsoft IIS web application

The following default accounts are configured during the installation of the BIRT Analytics modules. These default accounts are not related to Windows user accounts.

■ FastDB, user name SYSTEM, stored in the admin.sqlite database.

■ BIRT Analytics Loader, user name SYSTEM, stored in the dubnium.db database.

■ BIRT Analytics Admin and BIRT Analytics both use the same account with the user name SYSTEM, stored in the SQL Server database named wpt.

BIRT Analytics modules that are downloaded in RAR compressed file format, require software to decompress the files. The following software is available to open RAR files:

■ WinRAR, available from http://www.rarlab.com/

■ 7-Zip, available from http://www.7-zip.org/

Installing Actuate FastDBThe following sections describe how to install a new instance of FastDB in the Windows and Linux operating systems. You need a license file to complete the installation.

The FastDB for Windows installation creates the following file structure in the C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium folder:

■ \databases folder to store the repository.

■ \log folder for storing events.

■ actuate.ico icon file.

■ admin.sqlite file that contains the FastDB access credentials.

■ dubnium.exe file is the FastDB executable.

■ dubnium.lic file is the FastDB license.

■ dubnium-uninstaller.exe file.

■ engine_configuration.ini file is the FastDB configuration file.

The FastDB installation for Windows performs the following steps:

■ Creates a user named "actuate" with the password "BIRT2012!". This can be changed using the Local Users and Groups Microsoft Management Console.

■ Grants permission to this new Windows user to log on as a service.

■ Registers the dubnium service with the name "Dubnium Server" and uses the user "actuate" to run the service.

Page 35: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 27

■ Initializes and starts the dubnium service.

The FastDB installation for Linux performs the following steps:

■ Creates a user named "actuate" with no password in the passwd file in the /etc directory.

■ Grants permission to this user to run the dubnium service.

■ Registers dubnium with the name "dubnium_service".

■ Creates the following directories:

/etc/dubnium/srv/dubnium/var/log/dubnium

How to perform a new installation of FastDB in Windows

To install FastDB in Windows, perform the following tasks:

1 If you downloaded BIRT Analytics, open the 01-Dubnium x64 folder. Run the file FastDB-x-win.exe, where x is the version number of FastDB.

2 In Actuate FastDB Setup, choose Next, as shown in Figure 4-1.

Figure 4-1 Installing FastDB

3 After reading the license agreement, choose I Agree to continue the installation.

4 Wait for the installation to finish. Choose Finish, as shown in Figure 4-2.

Figure 4-2 Finishing the installation of FastDB

Page 36: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

28 I n s t a l l i n g B I R T A n a l y t i c s

5 Open a command prompt that is run as administrator and run the following command:

sc stop dubnium

6 In the C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium folder, replace the file dubnium.lic with the dubnium.lic file you received with your BIRT Analytics license.

7 In the command prompt, run the following command:

sc start dubnium

8 Close the command prompt.

9 If there are any problems starting the FastDB dubnium server, open Dubnium Server Properties and verify the account used to log on, as shown in Figure 4-3.

Figure 4-3 Verifying the logon credentials for the dubnium service

The logon credentials should use the following values:

■ This account value is .\actuate

■ The password value is BIRT2012!

Start the service after verifying the logon credentials.

How to perform a new installation of FastDB in Linux

To install FastDB in Linux, perform the following tasks:

1 Open a terminal console and switch to a user account such as root that can install software using a command such as:

su root

2 In the folder where you downloaded BIRT Analytics, navigate to the 01-Dubnium x64 - Linux yyyy folder, where yyyy is your type of Linux installation. For example, yyyy is RHEL for Red Hat, SLES for SUSE, and Ubuntu for a Linux installation of Ubuntu.

Install FastDB with the package manager command for your Linux operating system:

■ Red Hat

yum -y install FastDB-xxxx-RHEL.rpm

■ SUSE

yast -i FastDB-xxxx-SLES.rpm

Page 37: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 29

■ Ubuntu, typically runs root as user

gdebi FastDB-xxxx-Ubuntu.deb

Replace xxxx with the version number of FastDB.

3 Verify that the dubnium service is running with the following command:

service dubnium_service status

4 Stop the dubnium service. Use the following command:

service dubnium_service stop

5 Copy the Dubnium.lic file you received with your BIRT Analytics license with the following command:

cp /home/user/Desktop/Dubnium.lic /etc/dubnium/dubnium.lic

Replace /home/user/Desktop/Dubnium.lic with the actual location of your license file. If you are asked to overwrite an existing file, agree to overwrite the file.

6 If needed, make any changes to the FastDB engine configuration in the engine_configuration.ini file located in the /etc/dubnium directory.

7 Start the dubnium service with the following command:

service dubnium_service start

8 Set the dubnium service to start after a system reboot with the following command:

chkconfig dubnium_service on

9 If your network firewall is active, verify that communication is allowed for the TCP ports used by the dubnium service. The default ports used by the dubnium service are TCP 8105 for unencrypted network traffic and TCP 8106 for encrypted network traffic. You can change the ports used in the engine_configuration.ini file.

10 If you want a different user account to start the dubnium service, open the dubnium_service file in the /etc/init.d directory. In the following line, replace the word actuate with the name of the user account:

DUBNIUM_USER=actuate

Restart the dubnium service with the following command:

service dubnium_service restart

Installing ProtonWSProtonWS manages communication between FastDB and the web application. This Java application is installed in Apache Tomcat.

How to perform a new installation of ProtonWS in Windows

1 Access a default installation of the Apache Tomcat management console using the following URL:

http://localhost:8080

Replace localhost with the name of the computer where Apache Tomcat is installed.

2 Choose Manager App, as shown in Figure 4-4.

Page 38: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

30 I n s t a l l i n g B I R T A n a l y t i c s

Figure 4-4 Using a browser to access Apache Tomcat

3 Type the user name and password of the Apache Tomcat administrator and choose OK. This example uses the user name tomcat and the password Secret123.

4 In Deploy➛WAR file to deploy, choose Browse, as shown in Figure 4-5.

Figure 4-5 Deploying ProtonWS to Apache Tomcat

5 Navigate to the folder named 02-ProtonWS x64 in your download of BIRT Analytics. Select protonws.war, and choose Open.

6 In WAR file to deploy, choose Deploy.

7 In the folder C:\Program Files\Actuate11SP4\BIRTAnalytics\, create a folder named Proton if it does not already exist.

8 In the folder C:\Program Files\Actuate11SP4\BIRTAnalytics\Proton, create folders with the following names:

ExportFolderImportFolderCacheFolderiWorkflowFolder

9 Add the following permissions to the subfolders of C:\Program Files\Actuate11SP4\BIRTAnalytics\Proton for the Windows user account that runs the FastDB dubnium server:

■ Read and write permission to ExportFolder

■ Read permission to ImportFolder

■ Read and write permission to iWorkflowFolder

In this example, the name of the user account is actuate. If you use a different Windows account to run the dubnium service, give the same permissions to that account name.

10 By default, the Apache Tomcat service for Windows uses the Local System account to run and you are finished installing ProtonWS; no additional permissions need to be configured for ProtonWS.

Page 39: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 31

If you used a Windows user account to run Apache Tomcat, add the following permissions for that user account to the subfolders of C:\Program Files\Actuate11SP4\BIRTAnalytics\Proton:

■ Read, write, and modify permission to ExportFolder

■ Read, write, and modify permission to ImportFolder

■ Read, write, and modify permission to CacheFolder

■ Read, write, and modify permission to iWorkflowFolder

How to perform a new installation of ProtonWS in Linux

To install ProtonWS in Red Hat Linux, perform the following tasks:

1 Open a terminal console and switch to a user account such as root that can install software using a command such as:

su root

2 Verify that Apache Tomcat is running with the following command:

service tomcat6 status

3 In the folder where you downloaded BIRT Analytics, navigate to the 02-ProtonWS x64 - Linux yyyy folder, where yyyy is your type of Linux installation. For example, yyyy is RHEL for Red Hat, SLES for SUSE, and Ubuntu for a Linux installation of Ubuntu.

Install ProtonWS with the package manager command for your Linux operating system:

■ Red Hat

yum install Proton-xxxx-RHEL.rpm

■ SUSE

yast -i Proton-xxxx-SLES.rpm

■ Ubuntu, typically runs root as user

gdebi Proton-xxxx-Ubuntu.deb

Replace xxxx with the version number of ProtonWS.

4 Restart Apache Tomcat with the following command:

service tomcat6 restart

5 Verify that ProtonWS installed properly using a web browser to visit the following URL:

http://localhost:8080/protonws

Replace localhost with the name of the computer where ProtonWS is installed. A web page from the Apache Software Foundation appears.

Installing BIRT Analytics LoaderBIRT Analytics Loader Extracts, Transforms, and Loads data sources (ETL). This Java application is installed in Apache Tomcat.

How to perform a new installation of BIRT Analytics Loader in Windows

1 In the folder C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium, create additional folders if they do not already exist by completing the following tasks:

1 Create a new folder with the following name:

qloader

Page 40: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

32 I n s t a l l i n g B I R T A n a l y t i c s

2 Create a new folder with the following name:

loading-projects

2 Add the read permission to the following folder for the Windows user account that runs the FastDB dubnium server:

loading-projects

This folder is located in the following folder:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium

In this example, the name of the user account is actuate. If you use a different Windows account to run the FastDB dubnium server, give the same permission to that account name.

3 By default, the Apache Tomcat service uses the Local System account to run and no additional permissions need to be configured for BIRT Analytics Loader.

If you use a Windows user account to run Apache Tomcat, add the write permission for that user account to the following subfolders of C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium:

■ loading-projects

■ qloader

4 Access the default installation of the Apache Tomcat management console using the following URL:

http://localhost:8080

Replace localhost with the name of the computer where Apache Tomcat is installed.

5 Choose Manager App, as shown in Figure 4-6.

Figure 4-6 Using a browser to access Apache Tomcat

6 Type the user name and password of the Apache Tomcat administrator and choose OK. This example uses the user name tomcat and the password Secret123.

7 In Deploy➛WAR file to deploy, choose Browse, as shown in Figure 4-7.

Figure 4-7 Deploying BIRT Analytics Loader to Apache Tomcat

Page 41: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 33

8 Navigate to the folder named 03-QLoader x64 in your download of BIRT Analytics. Select qloader.war, and choose Open.

9 In WAR file to deploy, choose Deploy.

How to perform a new installation of BIRT Analytics Loader in Linux

To install BIRT Analytics Loader in Red Hat Linux, perform the following tasks:

1 Open a terminal console and switch to a user account such as root that can install software using a command such as:

su root

2 Verify that Apache Tomcat is running with the following command:

service tomcat6 status

3 In the folder where you downloaded BIRT Analytics, navigate to the 03-QLoader x64 - Linux yyyy folder, where yyyy is your type of Linux installation. For example, yyyy is RHEL for Red Hat, SLES for SUSE, and Ubuntu for a Linux installation of Ubuntu.

Install BIRT Analytics Loader with the package manager command for your Linux operating system:

■ Red Hat

yum install QLoader-xxxx-RHEL.rpm

■ SUSE

yast -i QLoader-xxxx-SLES.rpm

■ Ubuntu, typically runs root as user

gdebi QLoader-xxxx-Ubuntu.deb

Replace xxxx with the version number of BIRT Analytics Loader.

4 Verify that BIRT Analytics Loader installed properly using a web browser to visit the following URL:

http://localhost:8080/qloader

Replace localhost with the name of the computer where BIRT Analytics Loader is installed. A web page for BIRT Analytics Loader appears.

Changing the FastDB default passwordThe passwords for FastDB are stored in the admin.sqlite database. By default, this database is in C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium. If you want to change the default password of the FastDB user named SYSTEM or create a new FastDB account, you must do that now. Later installation steps will require you to enter this password.

How to change the FastDB administration password

The FastDB access accounts can be changed in Projects management of BIRT Analytics Loader.

1 Open the URL http://localhost:8080/qloader. Replace localhost with the name of the computer where Apache Tomcat is installed.

2 Type the user SYSTEM with the password PASSWORD. Choose Sign in.

3 In Projects management, choose New.

4 In Name, type test to create a blank project. Choose OK.

5 In Projects management, select the test project and choose Open, as shown in Figure 4-8.

Page 42: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

34 I n s t a l l i n g B I R T A n a l y t i c s

Figure 4-8 Opening the test project

6 Choose Admin.

7 To change the existing SYSTEM account password, complete the following steps:

1 In Login, type SYSTEM.

2 In Password, type the new password.

3 In Confirm, type the new password again.

4 In Old password, type PASSWORD.

5 Choose Change password, as shown in Figure 4-9.

Figure 4-9 Changing the FastDB password

6 Choose OK when a message appears saying that the password has been changed.

8 Close BIRT Analytics Loader by choosing Log out.

9 Choose Yes when asked if you want to close your session and log out.

10 Restart the dubnium windows service to enable the new password.

Understanding configuration and generated filesBIRT Analytics Loader is deployed into the following folder depending on your operating system:

■ Windows

C:\Program Files\Apache Software Foundation\Tomcat 7.0\webapps\qloader

■ Linux

/var/lib/tomcat6/webapps/protonws/qloader

The configuration file for BIRT Analytics Loader configuration.xml is shown in the following sample file:

<?xml version="1.0" encoding="UTF-8"?><configuration>

Page 43: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 35

<projectspath>C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\loading-projects</projectspath><descriptor>descriptor.txt</descriptor><urlclient>fastdbloader/build/client.jsp</urlclient><urladmin>admin/build/client.jsp</urladmin><title>Loader</title><transformationslist>transformations.xml</transformationslist><ignoresslerrors>1</ignoresslerrors><!-- uploading files. Unit is Kb --><maxmemsize>1024</maxmemsize><maxfilesize>51200</maxfilesize><connectionstringsfile>connectionstrings.xml</connectionstringsfile>

</configuration>

This configuration file is located in the following folder depending on your operating system:

■ Windows

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\qloader\

■ Linux

/srv/dubnium/qloader

The main parameters are:

■ projectspath: Indicates the folder where project scripts are set.

■ descriptor: Indicates the name of the file that contains the description of each loading process.

■ transformationslist: Indicates the name of the file containing the transform instructions. The default file name is transformations.xml.

■ ignoresslerrorrs: Set to 1 to ignore SSL errors.

■ maxmemsize: Indicates the maximum memory usage in Kb. By default, 1024.

■ maxfilesize: Indicates the maximum allowed size in Kb to upload a file using BIRT Analytics Loader. The default value is 51200. If your file is bigger, you can upload it manually.

■ connectionstringsfile: Indicates the name of the file containing the connections strings to databases. The default file name is connectionstrings.xml.

The sqlite database that contains FastDB and BIRT Analytics Loader configurations is named dubnium.db and is located in the following folder depending on your operating system:

■ Windows

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\qloader\

■ Linux

/srv/dubnium/qloader

The main tables are:

■ PROJECTS: Contains all defined load projects.

■ USERS: Contains data on BIRT Analytics Loader users. By default, user SYSTEM is created.

■ DATASOURCE: Contains data source connections.

■ FILES: Contains "Remote Data Providers" definitions.

■ URIS: Contains "Remote Data Providers" URIs.

■ URIPARAMS: Contains "Remote Data Providers" URI parameters.

Page 44: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

36 I n s t a l l i n g B I R T A n a l y t i c s

■ EXECUTIONS: Contains BIRT Analytics Loader executions.

■ EXECUTIONLOG: Contains the execution log details.

■ LOCKS: Contains users who locked BIRT Analytics Loader.

■ BACKUP: Backup of load projects.

■ SCHEDULER: Contains information about scheduled tasks.

■ SCHEDULERLOGS: Contains the scheduled tasks logs.

■ VERSION: Contains database (dubnium.db) version.

The scripts, logs, and repository generated by BIRT Analytics Loader are stored in the FastDB installation folder. By default, this folder includes the following subfolders:

■ \databases\ contains the analytic repository.

■ \log\ contains the log files.

■ \loading-projects\ contains the load projects. Every project is stored in a different folder. The name of these folders is a sequential number. Each load project is composed of:

■ Descriptor.txt: Contains the project name and its creation date.

■ Control.xml: Contains the declaration of files to load.

■ Data: Folder in which to upload and store source files.

■ Transformations: Folder where transform files are stored. These files are generated in XML format.

■ Definitions: Folder where definitions (column information) are stored. These files are generated in XML format.

Changing the loading-projects folderBy default, loading projects are located in the FastDB installation folder, shown in the following text. Modify the XML configuration file to change this location.

Edit the configuration.xml file and change the value of the parameter "projectpath" to the path you want to use for loading projects. The following text shows this parameter:

<projectspath>C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\loading-projects</projectspath>

Managing load process tasksDuring a load process using BIRT Analytics Loader, there are some common tasks. They are:

■ Unattended synchronizationOnce a loading process has finished, it is necessary to launch a synchronization process. This process can be executed using the BIRT Analytics Admin module, but it may be necessary to launch it using a script.

BAShell.exe is a tool that deletes temporary files and synchronizes the database. This process can be executed from the command line or using a batch process.

BAShell.exe –sync –cacheoff

■ Stop the IIS serviceIf necessary, you can prevent user access to BIRT Analytics during the loading process by stopping IIS. This process can be executed from the command line or using a batch process.

net stop w3svc: stops the service.net start w3svc: starts the service.

Page 45: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 37

Installing BIRT Analytics ApplicationBIRT Analytics Application is responsible for processing requests, defining and orchestrating what tasks must be done, and finally, returning the information to the client.

This module runs as a Microsoft IIS application.

How to perform a new installation of BIRT Analytics Application

1 Open the folder named 04-BIRT Analytics Application x64 in your download of BIRT Analytics. Run setup.exe.

2 Choose Next, as shown in Figure 4-10.

Figure 4-10 Deploying BIRT Analytics Application

3 After reading the license agreement, select I Agree. Choose Next.

4 Choose Next to confirm the installation.

5 Accept the default values for the site, virtual directory, and application pool. Choose Next, as shown in Figure 4-11.

Figure 4-11 Selecting the installation address

6 Select the communication protocol:

■ Select http and Port standard to use the HTTP protocol on a default port 80. Figure 4-12 shows the communication protocol options. Choose OK.

Page 46: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

38 I n s t a l l i n g B I R T A n a l y t i c s

Figure 4-12 Selecting the HTTP communication protocol

■ If you have configured your IIS server to support HTTPS, select https and Port standard to use the HTTPS protocol on a default port 443. If you have configured IIS to use a different port for HTTPS, use that port number here. Figure 4-13 shows the communication protocol options. Choose OK.

Figure 4-13 Selecting the HTTPS communication protocol

In Specify DNS hostname, type the new URL used by the HTTP certificate to access BIRT Analytics Application web services. For example, the new URL that is used by the HTTPS certificate file could be:

https://server.domain.com/qelectron

Choose OK.

7 Navigate to the location of your license file, as shown in Figure 4-14. Choose Open.

Figure 4-14 Selecting the license file

Page 47: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 39

8 Identify the URL to access the protonws module:

■ Accept the default folder application and URL location of the ProtonWS application unless you have changed those values or are using the HTTPS protocol. For example, if you installed ProtonWS in Linux, use the URL to that machine. Choose OK, as shown in Figure 4-15.

Figure 4-15 Adding the location of protonws

■ If you configured your Apache Tomcat server to support HTTPS, change the URL to reach protonws to use the new HTTPS URL. For example, if the new Apache Tomcat URL is https://serverproton.domain.com:8443, use the URL https://serverproton.domain.com:8443/protonws, as shown in Figure 4-16. Choose OK.

Figure 4-16 Adding the location of protonws

9 In Password, and Confirm Password, type PASSWORD. The default password of the SYSTEM user is PASSWORD. If you have changed the default password or created a new administrator account for FastDB, use those values here. This is not a Windows user account.

Figure 4-17 shows the authentication values for the default user named SYSTEM.

Figure 4-17 Adding the BIRT Analytics SYSTEM user password

Choose OK.

Page 48: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

40 I n s t a l l i n g B I R T A n a l y t i c s

10 Type the values to connect to the back-end SQL Server database, as shown in Figure 4-18. This is your SQL Server system administrator account.

Figure 4-18 Adding the SQL Server system administrator credentials

■ In Server, type the instance of your SQL Server. Type .\SQLEXPRESS if you installed SQL Server Express with its default configuration.

■ In User, type the user name of the SQL Server administrator account. Type the name sa if you installed SQL Server Express with its default configuration.

■ In Password, and Confirm Password, type the password of your SQL Server administrator account. Type the password Secret123 for this example.

Choose OK.

11 Type the values to write to the back-end SQL Server database, as shown in Figure 4-19. BIRT Analytics Application creates the back-end database with the name wpt. This is your SQL Server administrator account. Use the same values from the previous step for this example. Choose OK.

Figure 4-19 Adding the SQL Server system administrator credentials

12 Choose Close to exit the installation of BIRT Analytics Application.

How to verify the installation

1 Using your web browser, connect to the following URL:

http://localhost/qelectron/getmetainf.asmx.

Replace localhost with the name of the computer where Microsoft IIS is installed. If you configured IIS to use a custom URL or an HTTPS URL, use that URL.

Page 49: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 41

The methods of the web service will appear.

2 Choose the method GetDataBases.

3 Type the following string in the pstrXML value:

<params><param name="user">SYSTEM</param><param name="password">PASSWORD</param></params>

The word SYSTEM is the user name, and the word PASSWORD is the password of an Admin user in BIRT Analytics. Replace these values if you modified the default values.

4 Choose Invoke.

A correct response for a new installation is:

<a></a>

If your browser displays XML files, the correct response can also be:

<?xml version="1.0" encoding="utf-8" ?><string xmlns="http://www.quiterian.com/"><a></a></string>

If this is not the first installation of BIRT Analytics Application, the successful result of this call will show the last synchronized database. For instance, if the database is Demo, the following result appears:

<string><a><db name="Demo" nameex="[Demo]"/></a></string>

Installing BIRT Analytics AdminBIRT Analytics Admin enables administrators to manage BIRT Analytics.

This module runs as a Microsoft IIS application.

How to perform a new installation of BIRT Analytics Admin

1 Open the folder named 05-BIRT Analytics Admin x64 in your download of BIRT Analytics. Run setup.exe.

2 Choose Next, as shown in Figure 4-20.

Figure 4-20 Deploying BIRT Analytics Admin

Page 50: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

42 I n s t a l l i n g B I R T A n a l y t i c s

3 After reading the license agreement, select I Agree. Choose Next.

4 Accept the default values for the site, virtual directory, and application pool. Choose Next, as shown in Figure 4-21.

Figure 4-21 Selecting the installation address

5 Identify the URL to access the BIRT Analytics application:

■ Accept the default values for the location of the BIRT Analytics application web services unless you have changed the URL or are using the HTTPS protocol. Choose Next, as shown in Figure 4-22.

Figure 4-22 Selecting the web services location

■ If you configured your IIS server to support HTTPS, change the URL to reach the BIRT Analytics application web services to use the new HTTPS URL. For example, if the new IIS URL is https://server.domain.com, use the URL https://server.domain.com/qelectron. Choose Next, as shown in Figure 4-23.

Figure 4-23 Selecting the web services location

Page 51: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 43

6 Choose Next to confirm the installation.

7 Type the values to access the back-end database, as shown in Figure 4-24. This is your SQL Server system administrator account.

■ In Server, type the instance of your SQL Server. Type .\SQLEXPRESS if you installed SQL Server Express with its default configuration.

■ In User, type the user name of the SQL Server administrator account. Type the name sa if you installed SQL Server Express with its default configuration.

■ In Password, and Confirm Password, type the password of your SQL Server administrator account. Type the password Secret123 for this example.

Figure 4-24 Adding the SQL Server system administrator credentials

Choose OK.

8 Choose Close to exit the installation of BIRT Analytics Admin.

How to verify the installation

1 Using your web browser, connect to the following URL:

http://localhost/qadmin

Replace localhost with the name of the computer where Microsoft IIS is installed. If you configured IIS to use a custom URL or an HTTPS URL, use that URL.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 4-25.

Figure 4-25 Authenticating the administrator user

3 Choose Logout to exit BIRT Analytics Admin, as shown in Figure 4-26.

Page 52: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

44 I n s t a l l i n g B I R T A n a l y t i c s

Figure 4-26 Exiting BIRT Analytics Admin

Installing BIRT AnalyticsThe BIRT Analytics client-side DHTML application enables data mining and analysis.

This module runs as a Microsoft IIS application.

How to perform a new installation of BIRT Analytics

1 Open the folder named 06-BIRT Analytics Web Client x64 in your download of BIRT Analytics. Run setup.exe.

2 Choose Next, as shown in Figure 4-27.

Figure 4-27 Deploying BIRT Analytics

3 After reading the license agreement, select I Agree. Choose Next.

4 Accept the default values for the site, virtual directory, and application pool. Choose Next, as shown in Figure 4-28.

Page 53: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 45

Figure 4-28 Selecting the installation address

5 Choose Next to confirm the installation.

6 Navigate to the location of your license file, as shown in Figure 4-29. Choose Open.

Figure 4-29 Selecting the license file

7 Identify the URL to access the BIRT Analytics application:

■ Accept the default values for the location of the BIRT Analytics application web services unless you have changed the URL or are using the HTTPS protocol. Choose OK, as shown in Figure 4-30.

Figure 4-30 Selecting the web services location

■ If you configured your IIS server to support HTTPS, change the URL to reach the BIRT Analytics application web services to use the new HTTPS URL. For example, if the new IIS URL is https://server.domain.com, use the URL https://server.domain.com/qelectron. Choose OK, as shown in Figure 4-31.

Page 54: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

46 I n s t a l l i n g B I R T A n a l y t i c s

Figure 4-31 Selecting the web services location

8 Choose Close to exit the installation of BIRT Analytics.

How to verify the installation

1 Using your web browser, connect to the following URL:

http://localhost/qfrontend

Replace localhost with the name of the computer where Microsoft IIS is installed. If you configured IIS to use a custom URL or an HTTPS URL, use that URL.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 4-32.

Figure 4-32 Authenticating the administrator user

3 Choose Logout to exit BIRT Analytics, as shown in Figure 4-33.

Figure 4-33 Exiting BIRT Analytics Admin

4 Choose Yes when asked if you want to close your session and log out.

Page 55: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 47

Installing the demo databaseThe administrator can load a demonstration database, included with BIRT Analytics, and make this data available to selected user groups or user roles.

How to install the demo data in Windows

If FastDB is installed on a Windows server, complete the following steps:

1 If you downloaded BIRT Analytics, open the folder:

01-Dubnium x64/DemoRepository/databases

and copy and paste the contents to the following folder:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\databases

If DemoRepository is a compressed file, such as DemoRepository.rar, decompress the file to access the databases folder.

2 Choose Yes to confirm the replacement of any existing folders.

3 Choose Copy and Replace to replace any existing files.

How to install the demo data in Linux

If FastDB is installed on a Linux server, you run the demo project in BIRT Analytics Loader to create and install it by completing the following steps:

1 In your web browser, open the following site:

http://localhost:8080/qloader

Replace localhost with the name of the computer where Apache Tomcat is installed.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 4-34.

Figure 4-34 Authenticating the BIRT Analytics Loader user

3 Select the Demo project if it is not already selected and choose Open, as shown in Figure 4-35.

Figure 4-35 Opening the Demo project

Page 56: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

48 I n s t a l l i n g B I R T A n a l y t i c s

4 Choose Run to load the demo data, as shown in Figure 4-36.

Figure 4-36 Running the Demo project

5 Choose Yes when asked if you want to run the current project. Wait for the project to finish running.

6 Choose Close.

How to synchronize and set permission to demo data

After a data project has been copied or created, the administrator must synchronize the data structure and give users permission to access the data.

1 Using your web browser, connect to the following site:

http://localhost/qadmin

Replace localhost with the name of the computer where Microsoft IIS is installed.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 4-37.

Figure 4-37 Authenticating the administrator user

3 Choose Security, as shown in Figure 4-38.

Page 57: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 49

Figure 4-38 Accessing the security administration

4 Choose Synchronize, as shown in Figure 4-39.

Figure 4-39 Accessing the synchronize settings

5 Choose Synchronize to update the data structure based on the data structure of the active repository, as shown in Figure 4-40.

Page 58: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

50 I n s t a l l i n g B I R T A n a l y t i c s

Figure 4-40 Updating the data structure from the engine

6 Choose Back when the synchronization has finished.

7 Make the demo database visible to the master users security group by completing the following steps.

1 Choose ACL to objects.

2 Select the Master users group. Choose Modify, as shown in Figure 4-41.

Figure 4-41 Selecting the Master users group

3 In Demo, choose All to give the master users group full access to the demo database. Figure 4-42 shows the master users group with all selected for the demo database.

Figure 4-42 Enabling the master users group to use the demo database

4 Choose OK.

5 Choose Back.

6 Choose Logout to exit BIRT Analytics Admin.

Page 59: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 4 , I n s t a l l i n g B I R T A n a l y t i c s m o d u l e s 51

8 Verify that the demo data is available to a user in the master users group by completing the following steps:

1 Using your web browser, connect to the following site:

http://localhost/qfrontend

Replace localhost with the name of the computer where Microsoft IIS is installed.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 4-43.

Figure 4-43 Authenticating the administrator user

3 Verify that the Demo data appears in My Data, as shown in Figure 4-44.

Figure 4-44 Verifying visibility of demo data

4 Choose Log out to exit BIRT Analytics.

Log out

Page 60: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

52 I n s t a l l i n g B I R T A n a l y t i c s

Page 61: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 53

C h a p t e r

Chapter 5Understanding optionalconfigurations

This chapter contains:

■ Using bashell

■ Changing the default language

■ Integrating an LDAP server

■ Securing communication with HTTPS

■ Blocking IP addresses in Apache Tomcat

■ Installing to a partition that is not the C partition

■ Backing up data

■ Uninstalling BIRT Analytics

■ Upgrading BIRT Analytics

Page 62: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

54 I n s t a l l i n g B I R T A n a l y t i c s

Using bashellThe command-line tool bashell allows the synchronization of an analytical database after loading data with BIRT Analytics Loader.

Table 5-1 lists the bashell parameters.

You can run bashell and authenticate with BIRT Analytics at the same time or you can create an encrypted authentication file.

How to run bashell without an authentication file

1 If you downloaded BIRT Analytics, open the 10-Tools folder, and copy and paste the subfolder named bashell and its contents to your desired folder.

2 Open a command prompt that is run as administrator in the bashell folder, which you created in the previous step.

3 Run the following command to synchronize the analytical database without using an authentication file, where SYSTEM is an administrator user and PASSWORD is the password for that user:

bashell -sync -cacheoff -site:http://localhost/qelectron -user:SYSTEM -pwd:PASSWORD

Replace localhost with the name of the computer where Microsoft IIS is installed.

How to create a bashell authentication file

1 If you downloaded BIRT Analytics, open the 10-Tools folder, and copy and paste the subfolder named bashell and its contents to your desired folder.

2 Open a command prompt that is run as administrator in the bashell folder, which you created in the previous step.

3 Run the following command to create an encrypted authentication file, where SYSTEM is an administrator user and PASSWORD is the password for that user:

bashell -save -site:http://localhost/qelectron -user:SYSTEM -pwd:PASSWORD

Replace localhost with the name of the computer where Microsoft IIS is installed.

4 Verify that the set.cfg file has been created in the bashell folder.

Table 5-1 bashell parameters

Parameter Description

-site: <URL> Specifies the web services URL of BIRT Analytics Application. For example, -site: http://localhost/qelectron.

-user: <login name> Specifies the login name of the user that makes the request. It must be a valid administrator user in BIRT Analytics Application.

-pwd: <password> Specifies the password of the user making the request.

-save Causes bashell to save the current settings in an encrypted file named set.cfg that can be used for future requests.

-sync Sends a request to BIRT Analytics Application to synchronize data.

-cacheoff Removes cache files on server.

-help Displays the help for this tool.

Page 63: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 55

After the set.cfg file is created with a valid user and user password, you can use bashell without authenticating each time. For example, you can run in a command prompt or a batch file the following command to synchronize the analytical database and remove cache files:

bashell -sync -cacheoff

Changing the default languageThe default language for the SYSTEM account is en_US. Users can change their own language preference and administrators can select a language when they create or edit a user account in BIRT Analytics Admin.

How to change the SYSTEM user’s default language

1 Using your web browser, connect to the following site:

http://localhost/qadmin

Replace localhost with the name of the computer where Microsoft IIS is installed.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 5-1. If you changed the password for the SYSTEM account, use that password in place of the default value, PASSWORD.

Figure 5-1 Authenticating the administrator user

3 Choose User management, as shown in Figure 5-2.

Figure 5-2 Accessing User management

4 Select the SYSTEM user and choose Modify, as shown in Figure 5-3.

Page 64: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

56 I n s t a l l i n g B I R T A n a l y t i c s

Figure 5-3 Selecting a user to modify

5 In Language, select an available language and choose OK, as shown in Figure 5-4.

Figure 5-4 Selecting a language

6 Choose Logout to exit BIRT Analytics Admin.

Integrating an LDAP serverMany organizations use a Lightweight Directory Access Protocol (LDAP) security database to control access to network resources. BIRT Analytics has its own user management, but you can delegate the management to a corporate LDAP server. After installing the application, complete the following sections to integrate BIRT Analytics with an LDAP server.

Page 65: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 57

To use your own LDAP server, you need to specify the following additional information:

■ Name of the LDAP server and the port on which the LDAP server listens

■ LDAP account and password used to query the LDAP server

■ LDAP server organization that contains the Actuate users, roles, and groups

■ LDAP base domain names and object classes that contain Actuate user, role, and group information

Creating users and groups in LDAPThe LDAP integration is done by linking BIRT Analytics profiles with Active Directory groups. You need the same number of domain groups as the number of your BIRT Analytics profiles to perform the mapping.

It will also be necessary to have a domain user account for the integration with the LDAP server. It is not necessary that this user have special permissions, and their credentials will be stored in the BIRT Analytics installation in encrypted form.

Identifying the connection string It is necessary to have the correct connection string to access the LDAP server. The LDAPPrototype.exe software enables testing of an LDAP connection string. If you downloaded BIRT Analytics, this software is located in the \10-Toadstool LDAP folder. This software is unsupported.

This software requires network access to the LDAP server (it is not necessary that the PC is in the domain, simply that there is connectivity). It displays a list of users and groups in the LDAP server when you enter a valid connection string and credentials.

Verify that the user account used to validate the connection appears in the list. Figure 5-5 shows LDAP Prototype software browsing an Active Directory server.

Figure 5-5 Testing an LDAP connection string

Creating a BIRT Analytics Admin userBefore you can enable integrated LDAP security, you must be logged in to BIRT Analytics Admin as an administrator with the same credentials as the domain user account. Create another account in addition to the default BIRT Analytics Admin account named SYSTEM. Go to the BIRT Analytics Admin User management and create a user with the same login and password credentials as the domain user. Verify that this user type is administrator, as shown in Figure 5-6.

Page 66: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

58 I n s t a l l i n g B I R T A n a l y t i c s

Figure 5-6 Adding an administrator account that matches a domain account

Assigning permissions to the new administratorGrant administrator permissions to the new user by adding the user to the Administrators profile. A profile is a set of roles, security groups, and security filters that can be assigned to users. Manage profiles in the Security section of BIRT Analytics Admin. Figure 5-7 shows the new user named domain user added to the Administrators profile.

Figure 5-7 Adding a user account to the Administrators profile

Using the new user accountLog out of BIRT Analytics Admin and log in as the new user. Verify that the new user can perform administrative actions such as viewing users and accessing security groups.

Integrating LDAP To enable LDAP integration you must access Password policies in the BIRT Analytics Admin Security section. This page requests the necessary data for testing the connection to the LDAP server:

Page 67: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 59

■ Connection path to access the server

■ Domain

■ Domain user

■ Password

Add this data from the values in the LDAP connection string. After adding correct values, the connection should be validated.

Choose Save to integrate BIRT Analytics with the LDAP server. Figure 5-8 shows the password policy with LDAP enabled for an example Active Directory server.

Figure 5-8 Adding the LDAP connection profile

Assigning profiles to LDAP groupsMap Active Directory LDAP groups to BIRT Analytics profiles using Profiles in the Security section of BIRT Analytics Admin. A new attribute named LDAP Group appears when LDAP integration is enabled. This property is a list box and shows all groups from the Active Directory that can associate with the selected profile. Figure 5-9 shows a new BIRT Analytics profile that connects to an Active Directory LDAP group.

Figure 5-9 Mapping Active Directory groups to new BIRT Analytics profiles

Page 68: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

60 I n s t a l l i n g B I R T A n a l y t i c s

Registering a new user in BIRT Analytics is automatic when the user is active in Active Directory and belongs to a group connected to a BIRT Analytics profile.

Using the LDAP path syntaxThe syntax LDAP path uses the following:

LDAP://SERVER_NAME:PORT/OU=Users,DC=Domain,DC=com

where

■ SERVER_NAME:PORT is the computer name and IP port number used by the LDAP server.

■ OU is the organization unit.

■ DC is the domain controller.

In this example, the SERVER_NAME server in the domain DOMAIN.COM, is inside the folder USERS and will host our LDAP users.

For example, a possible LDAP path could be:

LDAP://actuate.com:289/OU=users,DC=actuate,DC=com

Securing communication with HTTPSSecure HTTP (HTTPS) provides a method to identify servers and encrypt data transfers across a network or the internet. For example, HTTPS can be used to secure data from BIRT Analytics to a web browser and to secure communications between BIRT Analytics modules when these modules are located on different computers. Using HTTPS communication requires an SSL Certificate. Check the documentation with your version of Microsoft IIS and Apache Tomcat server for instructions to create and install this certificate.

BIRT Analytics uses both Microsoft Internet Information Services (IIS) and Apache Tomcat web servers to deliver web pages to web browsers. By default, these web servers use the following TCP port numbers for HTTP traffic:

■ Microsoft IIS uses TCP port 80 to serve BIRT Analytics, BIRT Analytics Admin, and BIRT Analytics Application network traffic.

■ Apache Tomcat uses TCP port 8080 to serve BIRT Analytics Loader and ProtonWS.

If you enable HTTPS communication, you also must use different TCP ports to communicate with the web servers. The following TCP ports are used by these web servers for HTTPS traffic:

■ Microsoft IIS uses TCP port 443 for HTTPS.

■ Apache Tomcat uses TCP port 8443 for HTTPS.

After installing your Secure HTTP certificate file in both Microsoft IIS and Apache Tomcat, you configure the BIRT Analytics modules to use HTTPS. Then, users can use HTTPS in the URL to securely access BIRT Analytics.

Verify the server name matches the assigned name in the digital certificate. For example, many HTTPS certificates require a fully qualified domain name (FQDN) for a computer, such as server.domain.com in the URL instead of server.

If your BIRT Analytics modules are installed on more than one server, BIRT Analytics can also use HTTPS to communicate between these servers. The following BIRT Analytics modules require special configuration to communicate with each other using HTTPS:

■ FastDB

■ ProtonWS

Page 69: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 61

The following BIRT Analytics modules require reinstallation to use HTTPS.

■ BIRT Analytics

■ BIRT Analytics Admin

■ BIRT Analytics Application

Any files that you change should be recorded and included in your backup process.

Configuring FastDB to use HTTPS FastDB is configured by default for HTTP communication. Change the FastDB and ProtonWS configuration files to enable HTTPS communication.

Modify the FastDB engine_configuration.ini file to support only HTTPS by completing the following steps:

1 Stop the dematerializing if it is running

2 Open the engine_configuration.ini file from the location matching your operating system:

■ The default location in Windows is:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium

■ The default location in Linux is:

/etc/dubnium

3 Add the following text to the section named server and save the file:

enable_insecure_port=0enable_secure_port=1secure_port=8106

4 Restart the dematerializing.

Configuring ProtonWS to use HTTPS ProtonWS is configured by default for HTTP communication. Complete the following steps to modify the axis2.xml configuration file to support HTTPS requests and to modify the configuration.xml file:

1 Stop Apache Tomcat if it is running.

2 Open the axis2.xml file in a text editor.

■ The default location in Windows is:

C:\Program Files\Apache Software Foundation\Tomcat 7.0\webapps\protonws\WEB-INF\conf

■ The default location in Linux is:

/var/lib/tomcat6/webapps/protonws/WEB-INF/conf

3 Search for the following text:

</transportReceiver>

4 After this line, add the following text:

<transportReceiver name="https" class="org.apache.axis2.transport.http.SimpleHTTPServer"><parameter name="port">8443</parameter>

</transportReceiver>

The value for the port parameter must match the HTTPS port used by Apache Tomcat.

5 Save your changes to the axis2.xml file and close the text editor.

Page 70: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

62 I n s t a l l i n g B I R T A n a l y t i c s

6 Open the configuration.xml file from the location matching your operating system:

■ The default location in Windows is:

C:\Program Files (x86)\Apache Software Foundation\Tomcat 7.0\webapps\protonws\WEB-INF\settings

■ The default location in Linux is:/var/lib/tomcat6/webapps/protonws/WEB-INF/settings

7 Change the following text in the configuration parameter and save the file:

1 Change the seaport parameter to the dubnium secure port value, the default is 8106, as shown in the following example:

<sslPort>8106</sslPort>

2 Change the secure parameter to true, as shown in the following example:

<secure>True</secure>

8 Restart Apache Tomcat.

Configuring BIRT Analytics Application to use HTTPSBIRT Analytics Application is configured by default for HTTP communication. During the installation you can choose HTTPS communication. If you already installed BIRT Analytics Application, uninstall it. Then reinstall it and choose the HTTPS option. This is described in “Installing BIRT Analytics Application,” earlier in this document.

Configuring BIRT Analytics Admin to use HTTPSBIRT Analytics Admin uses HTTP to communicate with the BIRT Analytics application web services. During the installation you can add a URL that uses HTTPS. If BIRT Analytics Admin is already installed, uninstall it. Then reinstall it and change the web services URL that uses HTTP to a URL that uses HTTPS. This is described in “Installing BIRT Analytics Admin,” earlier in this document.

Configuring BIRT Analytics to use HTTPSBIRT Analytics uses HTTP to communicate with the BIRT Analytics application web services. During the installation you can add a URL that uses HTTPS. If BIRT Analytics is already installed, uninstall it. Then reinstall it and change the web services URL that uses HTTP to a URL that uses HTTPS. This is described in “Installing BIRT Analytics,” earlier in this document.

Blocking IP addresses in Apache TomcatYou can increase security by enabling access to ProtonWS only for connections coming from BIRT Analytics Application.

To block an IP we will add a line in the context.xml file, located at:

C:\Program Files\Apache Software Foundation\Tomcat 7.0\conf

How to block an IP address in Apache Tomcat

1 Add the following line to the context.xml file:

<Valve className="org.apache.catalina.valves.RemoteAddrValve" deny="127.0.0.1"/>

2 Replace the value 127.0.0.1 with the IP addresses that you want to block.

Page 71: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 63

Optionally change deny= to allow= and then list IP addresses that you want to allow.

3 Restart the Apache Tomcat service.

Installing to a partition that is not the C partitionIf you install the BIRT Analytics modules to a partition that is not the C partition, additional steps are required. Change the configuration files in the following modules:

■ FastDB

■ BIRT Analytics Loader

■ ProtonWS

How to install FastDB to a different partition

1 If you downloaded BIRT Analytics, open the 01-Dubnium x64 folder and copy and paste the subfolder named dubnium and its contents to your desired drive partition.

2 In the dubnium folder, run the installer named Actuate FastDB-4.1.1426.exe. This will first install FastDB to your C partition.

3 Open a command prompt that is run as administrator.

4 Stop the dubnium service with the following command:

sc stop dubnium

5 Delete the dubnium service with the following command:

sc delete dubnium

6 Move the dubnium folder from the default installation of C:\Program Files\Actuate11SP4\BIRTAnalytics\ to your desired drive partition.

7 Using a text editor that accepts UTF-8 encoding, edit engine_configuration.ini in the dubnium folder that you moved. Change the path names in the engine_configuration.ini file to the new location where you moved the dubnium folder.

8 Save and close engine_configuration.ini.

9 Register and run the dubnium service from the new location by completing the following tasks:

1 In the command prompt, change to the new location of the dubnium folder that you moved.

2 Run the following command to register FastDB as a Windows service with the user you created:

Dubnium.exe -–register_service -–server.winsvc_user SERVER_NAME\USERNAME -–server.winsvc_pass PASSWORD

For example:

Dubnium.exe -–register_service -–server.winsvc_user URUP\actuate -–server.winsvc_pass BIRT2012

This command registers FastDB as a Windows service and runs this Windows service using the user account, actuate, on the computer named URUP. This service name is dubnium. The password of this Windows user account is BIRT2012I. This is the user account that was created by the FastDB installer.

3 Configure the dubnium service to automatically start with the following command:

sc config dubnium = auto

Page 72: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

64 I n s t a l l i n g B I R T A n a l y t i c s

4 Start the dubnium service with the following command:

sc dubnium

5 Close the console prompt after the service has been registered successfully.

How to install BIRT Analytics Loader to a different partition

The following changes must be done before you deploy the BIRT Analytics Loader file named qloader.war to Apache Tomcat. You will decompress the qloader.war file, change the paths in three parameters, compress the files, and then continue with the BIRT Analytics Loader installation.

1 Create a folder named /temp to store the decompressed files while you work on them.

2 If you downloaded BIRT Analytics, open the 03-QLoader x64 folder and copy the qloader.war file and paste it into the /temp folder you created.

3 Open a command prompt that is run as administrator.

4 In the command prompt, change to the location of the /temp folder that you created.

5 Create a new folder in /temp named newqloader.

6 Change to the location of the /newqloader folder that you created.

7 In the new folder, decompress the qloader.war file with the following command:

jar -xf ../qloader.war

Keep all decompressed files together in their original, relative locations.

8 Using a text editor that accepts UTF-8 encoding, change parameters in the following files to indicate the new deployment path.

1 In the file /WEB-INF/settings/configuration.xml, change the path of the parameter projectspath from:

<projectspath>C:\\Program Files\\Actuate11SP4\\BIRTAnalytics\\dubnium\\loading-projects</projectspath>

to the new path.

2 Save and close configuration.xml.

3 In the file /WEB-INF/log4j.properties, change the path of the parameter log4j.appender.myFileLog.File from:

log4j.appender.myFileLog.File=C:\\Program Files\\Actuate11SP4\\BIRTAnalytics\\dubnium\\logs\\qloader.log

to the new path.

4 Save and close log4j.properties.

5 In the file /WEB-INF/web.xml, change the path of the parameter deploy-settings-path from:

<context-param><param-name>deploy-settings-path</param-name><param-value>C:\\Program Files\\Actuate11SP4\\BIRTAnalytics\\dubnium

\\qloader</param-value></context-param>

to the new path.

6 Save and close web.xml.

9 After editing the previous files in the WEB-INF directory, move up one directory.

Page 73: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 65

10 Compress the files and specify a new name for the WAR file. Type the following command:

jar -cf newqloader.war *

The WAR file containing the modified files in the WEB-INF directory appears. Use this file when deploying BIRT Analytics Loader in Apache Tomcat.

How to install ProtonWS to a different partition

The following changes must be done before you deploy the file named protonws.war to Apache Tomcat. You will decompress the protonws.war file, change the paths in two parameters, compress the files, and then continue with the ProtonWS installation.

1 Create a folder named /temp to store the decompressed files while you work on them.

2 If you downloaded BIRT Analytics, open the 02-ProtonWS x64 folder and copy the protonws.war file and paste it into the /temp folder you created.

3 Open a command prompt that is run as administrator.

4 In the command prompt, change to the location of the /temp folder that you created.

5 Create a new folder in /temp named newprotonws.

6 Change to the location of the /newprotonws folder that you created.

7 In the new folder, decompress the protonws.war file with the following command:

jar -xf ../protonws.war

Keep all decompressed files together in their original, relative locations.

8 Using a text editor that accepts UTF-8 encoding, change parameters in the following files to indicate the new deployment path.

1 In the file /WEB-INF/settings/configuration.xml, change the path of the parameter importFolder from:

<importFolder>C:\\Program Files\\Actuate11SP4\BIRTAnalytics\\Proton\\ImportFolder</importFolder>

to the new path.

2 In the file /WEB-INF/settings/configuration.xml, change the path of the parameter exportFolder from:

<exportFolder>C:\\Program Files\\Actuate11SP4\BIRTAnalytics\\Proton\\ExportFolder</exportFolder>

to the new path.

3 Save and close configuration.xml.

4 In the file /WEB-INF/log4j.properties, change the path of the parameter log4j.appender.file.File from:

log4j.appender.file.File=C:\\Program Files\\Actuate11SP4\\BIRTAnalytics\\Proton\\logs\\proton.log

to the new path.

5 Save and close log4j.properties.

9 After editing the previous files in the WEB-INF directory, move up one directory.

10 Compress the files and specify a new name for the WAR file. Type the following command:

jar -cf newprotonws.war *

Page 74: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

66 I n s t a l l i n g B I R T A n a l y t i c s

The WAR file containing the modified files in the WEB-INF directory appears. Use this file when deploying ProtonWS in Apache Tomcat.

Backing up dataTo back up your installation of BIRT Analytics, you must back up the following files and folders:

■ The BIRT Analytics Loader database named dubnium.db.

■ The Windows default location is:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\qloader

■ The Linux default location is:

/srv/dubnium/qloader

■ The FastDB database named admin.sqlite.

■ The Windows default location is:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium

■ The Linux default location is:

/var/lib/dubnium

■ The SQL Server database table named wpt. This database is used by BIRT Analytics Application, BIRT Analytics, and BIRT Analytics Admin. The database contains all ACL objects, administration profiles, and user reports.

■ The loading-projects folder.

■ The Windows default location is the following folder:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\loading-projects

■ The Linux default location is the following folder: /srv/dubnium/loading-projects

■ The analytic data repository.

■ The Windows default location is the following folder:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\databases

■ The Linux default location is the following folder:

/srv/dubnium/databases

Back up any files if you have customized them, the following files are examples:

■ Web configuration files for IIS and Apache Tomcat.

■ The ProtonWS configuration file configuration.xml:

■ The default location in Windows is:

C:\Program Files (x86)\Apache Software Foundation\Tomcat 7.0\webapps\protonws\WEB-INF\settings

■ The default location in Linux is:/var/lib/tomcat6/webapps/protonws/WEB-INF/settings

■ The ProtonWS axis2.xml file:

■ The default location in Windows is:

C:\Program Files\Apache Software Foundation\Tomcat 7.0\webapps\protonws\WEB-INF\conf

Page 75: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 67

■ The default location in Linux is:

/var/lib/tomcat6/webapps/protonws/WEB-INF/conf

■ The FastDB configuration file engine_configuration.ini.

■ The Windows default location is:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium

■ The Linux default location is:

/etc/dubnium

■ The BIRT Analytics Loader configuration file configuration.xml.

■ The Windows default location is:

C:\Program Files\Actuate11SP4\BIRTAnalytics\dubnium\qloader

■ The Linux default location is:

/srv/dubnium/qloader

Uninstalling BIRT AnalyticsYou can uninstall BIRT Analytics when you are moving the software to a new computer, upgrading your software, or changing the configuration to use HTTPS protocol. If you are uninstalling BIRT Analytics to upgrade to a newer version or to move to a different server, verify that you have completed the data backup. Uninstalling BIRT Analytics leaves the following objects in the server where BIRT Analytics was installed:

■ The SQL Server database table named wpt

■ The dubnium loading-projects folder

■ The dubnium qloader folder

❏ The BIRT Analytics Loader database file dubnium.db

❏ The BIRT Analytics Loader configuration file configuration.xml

How to uninstall BIRT Analytics in Windows

Uninstall BIRT Analytics by completing the tasks in the following order:

1 Uninstall BIRT Analytics. This appears as BIRT Analytics Web Client in Control Panel➛Programs➛Programs and Features.

2 Uninstall BIRT Analytics Admin in Control Panel➛Programs➛Programs and Features.

3 Uninstall BIRT Analytics Application in Control Panel➛Programs➛Programs and Features. Do not close the DDW Cron Service if it appears.

4 Undeploy ProtonWS from Apache Tomcat Manager.

5 Undeploy BIRT Analytics Loader from Apache Tomcat Manager. This appears as qloader.

6 Uninstall Actuate FastDB.

How to uninstall BIRT Analytics in Linux

You will first uninstall the modules in Windows and then uninstall the modules in Linux. Uninstall BIRT Analytics by completing the tasks in the following order:

1 Uninstall BIRT Analytics in Windows. This appears as BIRT Analytics Web Client in Control Panel➛Programs➛Programs and Features.

2 Uninstall BIRT Analytics Admin in Windows using Control Panel➛Programs➛Programs and Features.

Page 76: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

68 I n s t a l l i n g B I R T A n a l y t i c s

3 Uninstall BIRT Analytics Application in Windows using Control Panel➛Programs➛Programs and Features. Do not close the DDW Cron Service if it appears.

4 Use your Linux Distribution package manager to uninstall ProtonWS.

5 Use your Linux Distribution package manager to uninstall BIRT Analytics Loader.

6 Use your Linux Distribution package manager to uninstall Actuate FastDB.

Upgrading BIRT AnalyticsComplete the following steps to upgrade from an older version of BIRT Analytics:

1 Verify that you have the correct license files for the new version of BIRT Analytics.

2 Verify that you have completed the data backup, see “Backing up data,” earlier in this chapter.

3 Uninstall the existing BIRT Analytics modules, see “Uninstalling BIRT Analytics,” earlier in this chapter.

4 Install the new version of the BIRT Analytics modules. If the upgrade includes new license files, use the new license files during installation.

5 Restore the files that you have backed up to their original locations. The following files and folders do not need to be restored if you upgrade BIRT Analytics on the same computer it was previously installed:

■ The SQL Server database table named wpt

■ The dubnium loading-projects folder

■ The dubnium qloader folder

❏ The BIRT Analytics Loader database file dubnium.db

❏ The BIRT Analytics Loader configuration file configuration.xml

6 Assign new functionality to user security roles. For example, if your new license supports a new plug-in, such as Campaign Workflow (Cworkflow), enable the module by assigning the functionality to a security role. Complete the following steps to enable Campaign Workflow and Events and Alerts for the Administrators security role:

1 Using your web browser, connect to the following site:

http://localhost/qadmin

Replace localhost with the name of the computer where Microsoft IIS is installed.

2 In Login, type SYSTEM. In Password, type PASSWORD. Choose Sign in, as shown in Figure 5-10.

Figure 5-10 Authenticating the administrator user

3 Choose Security, as shown in Figure 5-11.

Page 77: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

C h a p t e r 5 , U n d e r s t a n d i n g o p t i o n a l c o n f i g u r a t i o n s 69

Figure 5-11 Accessing the security administration

4 Choose Security role management, as shown in Figure 5-12.

Figure 5-12 Accessing the synchronize settings

5 Choose the Security role management to activate new functionalities.

6 Select the Administrators group and choose Modify, as shown in Figure 5-13.

Page 78: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

70 I n s t a l l i n g B I R T A n a l y t i c s

Figure 5-13 Selecting the Administrators role

7 In Functionalities, expand General.

8 Verify that the following functionalities are enabled for the administrator security role:

❏ General➛Events and Alerts

❏ General➛Plug-ins➛Cworkflow

Figure 5-14 shows Events and Alerts enabled for the Administrator role.

Figure 5-14 Verifying functionalities

9 Choose OK.

10 Choose Logout to exit BIRT Analytics Admin.

Page 79: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

I n d e x 71

IndexNumeric7-Zip utility 26

Aaccess control lists 50, 66access credentials (FastDB module) 26Access Database Engine 14Access databases 14access permissions iii, 50, 58accessing

Access databases 14BIRT Analytics Application 40BIRT Analytics Loader module 33BIRT Analytics ProtonWS module 39, 62BIRT Analytics web client 46demo database 51external security databases 57LDAP servers 57network resources 56project files 36SQL Server database 40Tomcat application 8Tomcat management console 29

accountsActive Directory security groups 57Admin module 43Apache Tomcat server 7BIRT Analytics 6, 26, 41BIRT Analytics web client 46changing SYSTEM user 55creating administrator 57, 58creating user 55, 60FastDB dubnium servers 30, 32FastDB module 26, 27, 33Internet Information Services (IIS) 14SQL Server database 40SQL Server Express 13

ACL to objects option 50Active Directory security groups 59Active Directory servers 57

See also LDAP serversActuate BIRT Analytics. See BIRT AnalyticsActuate Customer Support vActuate Licensing 18Actuate product information iv, vActuateOne technology iiiadding

Active Directory security groups 57system administrator accounts 57, 58user accounts 55, 60

Admin users 57, 58administration tools iii

See also BIRT Analytics Admin module

administrator accounts 40, 57, 58analyzing data iiiApache Tomcat Application Manager 18Apache Tomcat applications 8, 18, 20Apache Tomcat management console 29, 32Apache Tomcat server ports (Linux) 10Apache Tomcat server ports (Windows) 10Apache Tomcat servers

blocking IP addresses for 62configuring 9connecting to web pages and 60deploying Loader module to 32, 34deploying ProtonWS module to 30HTTPS connections and 39installing 7–10prerequisite software for 7reloading Analytics modules to 19running on Linux systems 10running on Windows systems 7, 9

Apache Tomcat service account 7Apache Tomcat service configurations 9Application Configuration dialog 39ASP.NET service 14authentication 55authentication files 54

BBackend database access information page 40back-end database. See SQL Server databasesBackend DB installation page 40backing up installation files 66BACKUP table (sqlite) 36bashell folder 54BAShell utility 36, 54–55big data iiiBIRT Analytics

backing up installation files for 66configuring HTTPS connections for 60, 62installing back-end database for 11installing client-side application for 37–40installing prerequisite software for 6installing web service module for 44–46integrating with LDAP servers 56–60obtaining licenses for 18preventing user access to 36running on Tomcat servers 7setting user accounts for 26software requirements for 6uninstalling 67–68updating licenses for 19–20upgrading 18, 68verifying installation for 40, 46

BIRT Analytics Admin moduleadding system administrator accounts and 57, 58

Page 80: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

72 I n s t a l l i n g B I R T A n a l y t i c s

BIRT Analytics Admin module (continued)adding user profiles and 58assigning privileges and 50changing language preferences and 55changing user accounts and 34configuring HTTPS connections for 61, 62dual server installations and 6installing 41–43logging in to 43mapping Active Directory security groups and 59prerequisite software for 11synchronizing data and 36, 48testing LDAP server connections and 58verifying installation for 43

BIRT Analytics Admin user accounts 26BIRT Analytics Administration tools iiiBIRT Analytics Application Setup Wizard 37BIRT Analytics demo database 47, 51BIRT Analytics FastDB module. See FastDB moduleBIRT Analytics license files 18BIRT Analytics License tool 18, 19BIRT Analytics Loader

analyzing data and iiibacking up configurations for 67changing project location for 36changing user accounts and 33configuring 34deploying to Tomcat servers 32, 34dual server installations and 6installing 31–33, 64logging in to 33prerequisite software for 7running load processes and 36setting up FastDB database for 35verifying installation for Linux systems 33viewing execution information for 36

BIRT Analytics Loader user accounts 26BIRT Analytics modules

See also specific modulecommunication protocols for 3, 37, 60controlling access to iiideploying 3, 30, 32, 34described 2installing 26, 63prerequisite software for 6securing connections to 60setting up user accounts for 6, 26updating licenses for 19

BIRT Analytics projects. See projectsBIRT Analytics ProtonWS module

accessing 39, 62backing up configurations for 66configuring HTTPS connections for 60, 61deploying to Tomcat servers 30dual server installations and 6installing 29–31, 65prerequisite software for 7reloading 19

verifying installation for Linux systems 31BIRT Analytics repository. See FastDB databaseBIRT Analytics technology iii, 2BIRT Analytics web client 6, 44, 62BIRT Analytics Web Client Setup Wizard 44BIRT Exchange ivBIRTLicensedUpdate.exe file 20BIRTLicenseUpdate.rar file 19blocking IP addresses 62Business Intelligence report iv

Ccache files 54certificates 60changing

configurations 66default language 55, 56dubnium service ports 29FastDB passwords 33, 34FastDB user accounts 26load project folders 36SYSTEM user accounts 55

client-side application. See BIRT Analyticscloud-ready server ivcommand-line options (BAShell) 54communication protocols 3, 37, 60configuration files 35, 66configuration parameters 35configurations

Apache Tomcat servers 9BIRT Analytics Loader 34BIRT Analytics modules 63BIRT Analytics repository 35BIRT Analytics user accounts 26changing 66HTTPS connections 60, 61, 62Internet Information Services (IIS) 14load project locations 36synchronization processes 54, 55

connectionsBIRT Analytics application 37BIRT Analytics web service 46data source 35demo database 21, 48, 68HTTPS transfer procotols and 60LDAP servers 57, 58SQL Server database 40

connectionstringsfile parameter 35creating

Active Directory security groups 57authentication files 54BIRT Analytics projects 33system administrator accounts 57, 58user accounts 55, 60

credentials (FastDB module) 26Customer Support v

Page 81: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

I n d e x 73

Ddata

analyzing iiibacking up 66synchronizing 36, 48, 54

data extraction processes iiidata repository. See FastDB databasedata sources 35data transformation processes iiidatabase engine. See Access Database Enginedatabase names 40databases

accessing demo 51backing up 66connecting to 35, 40downloading Access engine for 14installing demo 47–48integrating LDAP security 57prerequisite back-end 11synchronizing 36, 48, 54writing to 40

DATASOURCE table (sqlite) 35default directories. See foldersdefault language 55deleting cache files 54demo database 47, 51deploying BIRT Analytics modules 3, 30, 32, 34descriptor parameter 35DHTML client-side application. See BIRT Analyticsdirectories. See foldersdisk partitions 63DNS hostnames 38documentation iv, vdocumentation updates ivdomain names 60domain user accounts 57downloading

Access database engine 14BIRT Analytics modules 26JRE software 7Microsoft .NET Framework 11SQL Server Express 11Tomcat server 7

dual server deployments 3, 4dual server installations 6, 60dubnium database. See FastDB databasedubnium folder 26dubnium license file 18dubnium server accounts 30, 32dubnium servers 28dubnium service 18, 20, 29, 63dubnium service logon credentials 28dubnium service port 29

Eencrypted authentication files (BAShell) 54encryption 60

engine (database). See Access Database EngineETL processes iiiEXECUTIONLOG table (sqlite) 36EXECUTIONS table (sqlite) 36external security database 56external user registration 60extracting license updates 19extracting product files 26extraction processes (data) iii

FFastDB access credentials 26FastDB database iii, 26, 36, 66FastDB dubnium server 28

See also dubnium serviceFastDB dubnium server accounts 30, 32FastDB engine configuration file 26, 29FastDB executable file 26FastDB license file 18FastDB log files 26FastDB module

accessing configurations for 35backing up configurations for 67changing default password for 33–34changing user accounts for 26, 33configuring HTTPS connections for 60, 61dual server installations and 6installing 26–29, 63updating licenses for 18, 20

FastDB Setup Wizard (Windows) 27FastDB uninstaller (Windows) 26FastDB user accounts 26, 27, 33files

backing up 66creating authentication 54decompressing RAR 26removing cache 54uninstalling BIRT Analytics 67updating license key 18, 19, 20uploading 35

FILES table (sqlite) 35firewalls

Apache Tomcat servers and 10dubnium service and 29Internet Information Services (IIS) and 14

foldersaccessing LDAP Prototype utility and 57backing up 66changing loading-projects 36deploying Loader module to 34deploying ProtonWS module to 30installing Admin module and 41installing FastDB module and 26, 36installing Loader module and 31running Apache Tomcat servers and 7, 31, 32running BAShell utility and 54updating BIRT Analytics licenses and 19

Page 82: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

74 I n s t a l l i n g B I R T A n a l y t i c s

Ggroups (user) 57

Hhelp (BAShell utility) 54HTML documentation ivHTTP connections 3, 37HTTPS connections 3, 38, 60–62

Iignoresslerrorrs parameter 35IIS port 14IIS role services 14, 15IIS service 36, 60IIS software 14installation

BIRT Analytics Admin module 41–43BIRT Analytics Application 37–41BIRT Analytics license keys 18BIRT Analytics modules 26, 63BIRT Analytics web client module 44–46demo database 47–48HTTPS connections and 60, 61Java software 7Microsoft .NET Framework 11Microsoft Access Database Engine 14prerequisite software 6SQL Server Express 11–14Tomcat servers 7–10

internet connections 60Internet Information Services. See IIS softwareIP addresses, blocking 62

JJRE (Java Runtime Environment) software 7

Llanguage preferences 55, 56LDAP Group property 59LDAP Prototype utility 57LDAP security database 56LDAP server connection strings 57LDAP server connections 57, 58LDAP server paths 60LDAP servers 56–60license keys 18–20License tool 18, 19licensing information 18Lightweight Directory Access Protocol. See LDAPLinux systems

backing up data repository for 66backing up project files for 66changing dubnium service ports for 29changing dubnium user accounts for 29installing demo database on 47installing FastDB module on 27, 28

installing Loader module on 33installing ProtonWS module on 31installing Tomcat servers on 7, 10running Analytics modules and 4running Tomcat servers on 10starting dubnium service for 20, 29stopping dubnium service for 20uninstalling BIRT Analytics on 67updating licenses for 20

load execution log 36load processes 35, 36load projects. See projectsLoader module. See BIRT Analytics Loaderloading-projects folder 36, 66LOCKS table (sqlite) 36log files 36logon credentials (dubnium service) 28

Mmapping to LDAP servers 57, 59maxfilesize parameter 35maxmemsize parameter 35Microsoft .NET Framework 11Microsoft Access databases. See Access databasesMicrosoft Internet Information Services. See IIS

softwareMicrosoft operating system. See Windows systemsMicrosoft SQL Server Express. See SQL Server

Expressmodules. See BIRT Analytics modules

N.NET Framework 11network resources 56networked environments 60

Oobsolete products vonline documentation iv, vOpen Source Business Intelligence report ivopening

BIRT Analytics projects 33demo database 51RAR files 26

operating systems 4, 6

Pparameters 35, 54partitions 63passwords

Admin module 43Apache Tomcat servers 8BIRT Analytics 39BIRT Analytics web client 46changing 34FastDB user accounts 26, 27, 33

Page 83: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

I n d e x 75

LDAP servers 58SQL Server database 40SQL Server Express 13

PDF documentation ivpermissions iii, 50, 58ports

Apache Tomcat servers 10dubnium service 29HTTP/HTTPS connections 37, 60Internet Information Services (IIS) 14

prerequisite software. See softwareprinted documentation ivprivileges iii, 50, 58processes (BIRT Analytics) 2product files 26, 66product information iv, vprofiles 58, 59, 66project files 36project scripts 35projectpath parameter 36projects 33, 36, 48, 66PROJECTS table (sqlite) 35projectspath parameter 35Proton folder 30ProtonWS module. See BIRT Analytics ProtonWS

moduleProtonWS Tomcat application 8, 18, 20protonws.war file 30

Qqloader folder 34qloader.war file 33

RRAR compressed files 26Red Hat Linux servers. See Linux systemsremote data providers 35removing cache files 54reports 66repository. See FastDB databaseresources 56role services (IIS) 14, 15running BAShell utility 54

Sscheduled tasks 36SCHEDULER table (sqlite) 36SCHEDULERLOGS table (sqlite) 36scripts 35, 36secure HTTP. See HTTPS connectionssecurity 3, 6security database 56security groups 57, 59Security module (BIRT Admin) 21, 48, 58, 59, 68security systems. See LDAP serversserver names 60

serversSee also Apache Tomcat serversinstalling BIRT Analytics modules and 4, 6integrating LDAP 56–60securing connections to 60testing connections to LDAP 57, 58

7-Zip utility 26single server installations 6SQL Server administrator accounts 40SQL Server databases

backing up 66running BIRT Analytics and 11setting connection information for 40writing to 40

SQL Server Express installations 11–14sqlite database 26, 33, 35, 66SSL certificates 60stand-alone server deployments 3starting

Apache Tomcat servers 9, 10dubnium service 18, 20, 29FastDB dubnium server 28

stoppingdubnium service 18, 20IIS service 36

SUSE Linux servers. See Linux systemssynchronization processes 36, 48, 54Synchronize option 22, 49, 69SYSTEM account passwords 34system administrator accounts (BIRT Analytics) 57,

58system administrator accounts (SQL Server) 40system requirements 6SYSTEM user 35, 39, 55

Ttables (sqlite database) 35TCP port numbers 60technical support vtesting LDAP server connections 57, 58Tomcat Properties dialog 9Tomcat web servers. See Apache Tomcat serverstransform instructions 35transformation processes iiitransformationslist parameter 35

UUbuntu Linux servers. See Linux systemsuninstalling

BIRT Analytics software 67–68JRE software 7

updates (documentation) ivupdating license keys 18–20upgrades 18, 68uploading files 35URIPARAMS table (sqlite) 35URIS table (sqlite) 35

Page 84: Installing BIRT Analytics - OpenTextotadocs.opentext.com/.../installing-birt-analytics.pdf · 2013. 6. 24. · iv Installing BIRT Analytics end-user desktop. Actuate’s cloud-ready

76 I n s t a l l i n g B I R T A n a l y t i c s

URLsAccess database engine 14BIRT Analytics Admin module 43BIRT Analytics Application 40BIRT Analytics Loader module 33BIRT Analytics ProtonWS module 39BIRT Analytics web client 46, 54HTTPS connections and 60JRE software 7Microsoft .NET Framework 11RAR decompression utilities 26SQL Server Express 11Tomcat Application Manager 18Tomcat management console 29Tomcat server 7

user accounts. See accountsUser management module (BIRT Admin) 55, 57user names

Admin module 43Apache Tomcat servers 8BIRT Analytics web client 46FastDB module 26, 27SQL Server accounts 40

user preferences 55user profiles 58, 59, 66users 35, 39, 57, 60USERS table (sqlite) 35

VVERSION table (sqlite) 36

Wweb addresses. See URLsweb browsers 60web client 6, 44, 62Web Server (IIS) role 14web servers 60

See also Apache Tomcat serversWindows system requirements 6Windows systems

backing up data repository for 66backing up project files for 66installing demo database on 47installing FastDB module on 26, 27installing Loader module on 31installing prerequisite software for 6installing ProtonWS module on 29installing SQL Server Express on 11installing Tomcat servers on 7running Analytics modules and 4running FastDB dubnium server on 28, 30, 32running Tomcat servers on 7, 9starting dubnium service for 18stopping dubnium service for 18uninstalling BIRT Analytics on 67updating FastDB licenses for 18

WinRAR utility 26wpt database name 40

XXML files 41