Oracle Business Intelligence 11g installation guide (Linux)
This guide shows step by step how to install OBIEE on Linux platform. But I've installed OBIEE to multiple Linux, Solaris, AIX and Windows servers, and can say that the process does not have significant differences in any other Unix or even Windows platforms. The only difference I can remember right now is a particular Java version for AIX (and it's perfectly documented). So all the steps of this guide could be used for any platform.
- Prepare environment;
- Download proper distributives;
- Create database repository;
- Install and configure software.
Before starting an installation, you need to prepare proper environment, which consists of proper operating system for BI server, database for storing OBI EE repository and for a developer you’ll also need workstation running MS Windows.
This page has links to support matrix for OBIEE. At the time of writing this post the latest major version is 126.96.36.199.0 so you need to find the document called "System Requirements and Supported Platforms for Oracle Business Intelligence Suite Enterprise Edition 11gR1 (188.8.131.52.0)." Support matrix is an Excel file in which you can find all supported combinations of hardware and software. Pay attention to the following sheets:
- System - supported operating systems. Read carefully "Exceptions and Additional information".
- Databases - supported databases. Please, note that only three databases are supported for storing OBI repository (Oracle, DB2 and SQL Server). List of databases BI can work with as a data source is much broader.
- Browser - supported end user browsers. Please note that Chrome browser does not work with OBI EE 184.108.40.206.0 without patch 220.127.116.11.131017 (minimum) installed. Additionally Opera and Vivaldi browsers do pretty well.
- Client system - supported workstation operating systems for a developer. As you can see, only MS Windows is supported for a developer tools. End-users are not tied to Windows.
It's critical to check if all prerequisites are met. You should read Oracle® Fusion Middleware System Requirements and Specifications carefully and do all installation-specific tasks.
Downloading proper distributives
You need to download the following distributives before you start.
- Repository Creation Utility (18.104.22.168.0) - utility for creating a database repository required for OBI EE. Usually this utility is referred as RCU [mandatory].
- Oracle Business Intelligence, v. 22.214.171.124.0 - main OBI EE distributive [mandatory].
- Latest OBI EE patch [strongly recommended] - bugfixes and new functionality for OBI EE.[installation is covered by this tutorial]
- Mobile App Designer patch (BIMAD) [optional] - BI Publisher extension that allows to build highly interactive HTML 5 reports for mobile devices.[installation is covered by this tutorial]
The first and the second could be downloaded from OTN.
The third and the forth require access to My Oracle Support. At the time of writing the latest patch version for OBI EE is 126.96.36.199.150120 (Patch 20124371). And the latest patch for BIMAD is 188.8.131.52.10 (Patch 18794832).
Search criteria at My Oracle Support should be the following:
Creating database repository
The next step is creating database repository, which we’ll need during software configuring. We’ll create it using Repository Creation Tool (RCU) which was previously downloaded. It doesn’t really matter which platform you use, Windows or Linux. This is a one-time procedure and any computer at hand will do. To start RCU you need to execute rcu.bat or rcu.sh script located in ..\rcuHome\BIN folder. If you use Linux without graphics, you need to setup X11 forwarding before starting RCU.
Chose Create option
Define your database type and connection information. This user should have rights to create schemas and tablespaces.
Chose prefix for schemas. The default is DEV, but you may change it if needed.
Select Oracle Business Intelligence option. Metadata Services is added automatically. Two schemas will be created <PREFIX>_MDS and <PREFIX>_BIPLATFORM.
You need to define a password (or passwords) for the schemas.
You may specify tablespaces for the schemas. By default three tablespaces are created: <PREFIX>_MDS,<PREFIX>_BIPLATFORM and <PREFIX>_IAS_TEMP 100 MB each.
Carefully review the summary and press Create button.
Review the completion summary. Make sure no errors are shown.
Now you have database repository and are ready to start the software installation.
Software installing and configuring
Don't forget to enable X11 forwarding before you begin.
Installation process is started by running <distrib_unpack_dir>/bishiphome/Disk1/runInstaller script. After the start, it will show you a dialog where you should specify new Oracle home location.
Next step is to execute the script provided by the installer as a root user.
Then proceed to the next step. You may also try to enter your My Oracle Support credentials (if you have one) and check for software updates but it's perfectly okay to do without it and proceed further.
Select preferred installation type.
Simple install is simplified installation type for single machine. It needs fewer resources but can be used only for testing or development purposes. Not for production
Enterprise Install is the main type of installation for single machine production installations. It installs all the software and after that starts configuration tasks. In the end, you get a fully operational OBI EE instance.
Softare Only Install installs only software and does not execute any configuration steps. Configuration script should be started manually. This type is used for creating multi-server installations including clusters. This type of installation is the only type that allows you to install different Weblogic Server version. By default Weblogic server version 10.3.5 is packaged with OBI EE distributive.
Please make sure that all Prerequisite checks are passed. If any of them failed, correct an error before proceeding to the next step.
At the next step, you need to provide password for the superuser of this instance. Don’t change the name of this user (weblogic) as it may lead to unpredictable behavior.
Next thing to do is to specify a location for the installation.
The only location you need to enter is Oracle Middleware Home Location. All other locations will be completed automatically. While you may use any name you like I'd recommend using something/Middleware path as it makes easier to use documentation and forums.
Choose which components you want to install.
Provide connection string and credentials for schemas created with RCU. The first one: <PREFIX>_BIPLATFORM.
...and the second one: <PREFIX>_MDS.
Define ports. It's a bad idea to alter them without really strong need.
Skip Security Updates Subscription (unless you have paid support for this installation).
Carefully review the Summary.
An installation process will start.
It may take tens of minutes to complete.
Configuration Process will start right after Installation Process is finished.
Wait until all steps are finished.
Review and save the post-installation summary. Here you can find URLs for all installed products.
Start a web browser and open http://YourBIhost:9704/analytics URL. Use previously defined login (weblogic) and password.
Review demo dashboard.
Have a nice day!
I'm doing my best to provide as detailed and simple guide as I can. But sometimes I can fail. So, don't hesitate to leave a comment, ask a question, say if everything is understandable or not. No registration is required for commenting.
OBIEE specialist since 2007 and Oracle Discoverer before. DWH architect, BI enthusiast, blogger. Lazy cats owner. All opinions are my own and not the views of my employer.