Installing BIRT iServer for Windows

Installing BIRT iServer for Windows
Installing BIRT iServer
for Windows
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Actuate, ActuateOne, the Actuate logo, Archived Data Analytics, BIRT, BIRT 360, BIRT Data Analyzer, BIRT
Performance Analytics, Collaborative Reporting Architecture, e.Analysis, e.Report, e.Reporting,
e.Spreadsheet, Encyclopedia, Interactive Viewing, OnPerformance, Performancesoft, Performancesoft Track,
Performancesoft Views, Report Encyclopedia, Reportlet, The people behind BIRT, X2BIRT, and XML reports.
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Interface (CLI), Commons Codec, Derby, Hive driver for Hadoop, Shindig, Struts, Tomcat, Xalan, Xerces,
Xerces2 Java Parser, and Xerces-C++ XML Parser. Castor (www.castor.org), ExoLab Project (www.exolab.org),
and Intalio, Inc. (www.intalio.org): Castor. Codejock Software: Xtreme Toolkit Pro. Eclipse Foundation, Inc.
(www.eclipse.org): Babel, Data Tools Platform (DTP) ODA, Eclipse SDK, Graphics Editor Framework (GEF),
Eclipse Modeling Framework (EMF), and Eclipse Web Tools Platform (WTP), licensed under the Eclipse
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Software Inc.: HtmlUnit, licensed under Apache License Version 2.0. GNU Project: GNU Regular Expression,
licensed under the GNU Lesser General Public License (LGPLv3). HighSlide: HighCharts.
IDAutomation.com, Inc.: IDAutomation. Jason Hsueth and Kenton Varda (code.google.com): Protocole
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InfoSoft Global (P) Ltd.: FusionCharts, FusionMaps, FusionWidgets, PowerCharts. Matt Inger
(sourceforge.net): Ant-Contrib, licensed under Apache License Version 2.0. Matt Ingenthron, Eric D. Lambert,
and Dustin Sallings (code.google.com): Spymemcached, licensed under the MIT OSI License. International
Components for Unicode (ICU): ICU library. jQuery: jQuery, licensed under the MIT License. Yuri Kanivets
(code.google.com): Android Wheel gadget, licensed under the Apache Public License (APL). KL Group, Inc.:
XRT Graph, licensed under XRT for Motif Binary License Agreement. LEAD Technologies, Inc.:
LEADTOOLS. Bruno Lowagie and Paulo Soares: iText, licensed under the Mozilla Public License (MPL).
Microsoft Corporation (Microsoft Developer Network): CompoundDocument Library. Mozilla: Mozilla XML
Parser, licensed under the Mozilla Public License (MPL). MySQL Americas, Inc.: MySQL Connector. Netscape
Communications Corporation, Inc.: Rhino, licensed under the Netscape Public License (NPL). OOPS
Consultancy: XMLTask, licensed under the Apache License, Version 2.0. Oracle Corporation: Berkeley DB,
Java Advanced Imaging, JAXB, JDK, Jstl. PostgreSQL Global Development Group: pgAdmin, PostgreSQL,
PostgreSQL JDBC driver. Progress Software Corporation: DataDirect Connect XE for JDBC Salesforce,
DataDirect JDBC, DataDirect ODBC. Rogue Wave Software, Inc.: Rogue Wave Library SourcePro Core,
tools.h++. Sam Stephenson (prototype.conio.net): prototype.js, licensed under the MIT license. Sencha Inc.:
Ext JS. ThimbleWare, Inc.: JMemcached, licensed under the Apache Public License (APL). World Wide Web
Consortium (W3C)(MIT, ERCIM, Keio): Flute, JTidy, Simple API for CSS. XFree86 Project, Inc.:
(www.xfree86.org): xvfb. ZXing authors (code.google.com): ZXing, licensed under the Apache Public License
(APL).
All other brand or product names are trademarks or registered trademarks of their respective owners,
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Document No. 120201-2-430342 October 2, 2012
Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Understanding ActuateOne . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
About the BIRT iServer documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Obtaining documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Using PDF documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Obtaining late-breaking information and documentation updates . . . . . . . . . . . . . . . . . . . . . . xi
About obtaining technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
About supported and obsolete products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Typographical conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
Syntax conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii
About Installing BIRT iServer for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Part 1
Architecture
Chapter 1
Understanding Actuate BIRT iServer architecture . . . . . . . . . . . . . . . . . . . 3
Understanding BIRT iServer architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Using a third-party RDBMS with an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Customizing Encyclopedia volume databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installing and configuring iServer System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Managing the backup, recovery, and failover capabilities
of the Encyclopedia volume database and data files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Managing an iServer cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Understanding the iServer System process model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Understanding process flow in a stand-alone iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Understanding process flow in an iServer cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Administering iServer System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
About Migration and Administration Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Using JDBC to connect to an Encyclopedia volume database . . . . . . . . . . . . . . . . . . . . . . . . . 18
API Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
About international character sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Administrative reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Supported operating systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
i
Part 2
Installing
Chapter 2
Installing BIRT iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Preparing to install BIRT iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Creating an account with Windows administrator privileges . . . . . . . . . . . . . . . . . . . . . . . . . .24
Configuring the iServer user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Configuring log on as a service privilege . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Backing up iServer system and Encyclopedia volume metadata . . . . . . . . . . . . . . . . . . . . . . .26
Performing a new installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Installing a new instance of BIRT iServer Release 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Accessing the PostgreSQL Database Server using the pgAdmin utility . . . . . . . . . . . . . . . . .41
Understanding the iServer installation environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
About migrating an earlier iServer release to Actuate 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
About running different releases on the same machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
About performance and disk space issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
About upgrading an iServer with resource groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
About the Java Software Development Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Accessing JAR files for report generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Gathering LDAP information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Following best practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Using a test environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Setting up a production staging area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Setting up a production environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Chapter 3
Installing BIRT iServer using an alternative database . . . . . . . . . . . . . . . 51
Preparing to install BIRT iServer using an alternative database . . . . . . . . . . . . . . . . . . . . . . . . . .52
Creating an account with Windows administrator privileges . . . . . . . . . . . . . . . . . . . . . . . . . .52
Creating the iServer system and Encyclopedia volume schemas
and iserver user in an alternative database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Creating the system and Encyclopedia volume schemas
and iserver user in a pre-existing PostgreSQL database . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Creating the system and Encyclopedia volume schemas
and iserver user in a pre-existing Oracle database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Creating the system and Encyclopedia volume schemas
and iserver user in a pre-existing SQL Server database . . . . . . . . . . . . . . . . . . . . . . . . . . . .57
Creating the system and Encyclopedia volume schemas
and iserver user in a pre-existing DB2 database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Adding support for the digit wildcard character in iServer
when the metadata database is DB2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
ii
Filtering for a user name returns an empty result if name contains
certain special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Backing up iServer system and Encyclopedia volume metadata . . . . . . . . . . . . . . . . . . . . . . 64
Installing an Encyclopedia volume that uses an alternative database . . . . . . . . . . . . . . . . . . . . . 65
Chapter 4
Upgrading BIRT iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Upgrading BIRT iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Preparing to upgrade BIRT iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Creating an account with Windows administrator privileges . . . . . . . . . . . . . . . . . . . . . . . . . 82
Backing up iServer system and Encyclopedia volume metadata . . . . . . . . . . . . . . . . . . . . . . 83
Performing an automatic in-place upgrade for an earlier major release . . . . . . . . . . . . . . . . . . . 84
Stopping and starting Actuate 10 BIRT iServer and NobleNet Portmapper services . . . . . . 85
Running the in-place upgrade on an earlier major release . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
About changes to the file structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Accessing the PostgreSQL Database Server using the pgAdmin utility . . . . . . . . . . . . . . . . 103
Performing an automatic in-place upgrade for an earlier minor release . . . . . . . . . . . . . . . . . . 104
Stopping the Actuate 11 BIRT iServer and NobleNet Portmapper services . . . . . . . . . . . . . 104
Running the in-place upgrade on an earlier minor release . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
About changes to the file structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
Performing a manual upgrade of an Encyclopedia volume schema
for an earlier minor release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Performing a manual side-by-side upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Installing a new Release 11 iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Performing a manual side-by-side migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Working with iServer utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Working with Squirrel Data Exporter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Specifying Squirrel Data Exporter properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Using the generated bulk-load script files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Working with Encyclopedia Data Store Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Specifying Encyclopedia Data Store Administrator properties . . . . . . . . . . . . . . . . . . . . . 157
Performing operations using Encyclopedia Data Store Administrator utility . . . . . . . . 163
Working with System Data Store Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Specifying System Data Store Administrator properties . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing operations using System Data Store Administrator utility . . . . . . . . . . . . . . 170
Working with Encyclopedia Data Store Upgrader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Specifying Encyclopedia Data Store Upgrader properties . . . . . . . . . . . . . . . . . . . . . . . . . 171
Chapter 5
Installing a BIRT iServer cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Installing a BIRT iServer cluster node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Preparing the iServer cluster environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Creating an account with Windows administrator privileges . . . . . . . . . . . . . . . . . . . . . . . . 184
iii
Performing a wizard-based cluster node installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184
Adding a node to a cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198
Chapter 6
Installing BIRT iServer in a cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Understanding a BIRT iServer cloud deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202
Deploying BIRT iServer in a cloud environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202
Deploying an iServer distribution package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204
Running the setup script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205
Setting up iServer to use the out-of-the-box (OOTB) PostgreSQL database . . . . . . . . . . . . . . . .207
Accessing Information, Management, and Configuration Consoles . . . . . . . . . . . . . . . . . . .210
Stopping and starting iServer and PostgreSQL processes . . . . . . . . . . . . . . . . . . . . . . . . . . . .212
Setting up iServer to use an alternative database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214
Setting up iServer only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .219
Setting up iServer only using the cloud deployment package . . . . . . . . . . . . . . . . . . . . . . . . .219
Configuring an external database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221
Using Configuration Console to configure the database connection . . . . . . . . . . . . . . . . . . .222
Using Configuration Console to configure the data partition
and Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228
Setting up iServer to join an existing cluster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233
Understanding the cloud deployment environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243
Specifying AC_SERVER_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243
Specifying AC_DATA_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244
Chapter 7
Installing Information Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Preparing to install Information Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .246
About installing from an FTP download . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .246
About performing a full installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .246
Installing Information Console on Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247
Using the installation wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .247
Using the WAR file to install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .254
General deployment tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .254
Preparing the server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .254
Preparing the WAR file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .255
About clusters of servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .256
Avoiding cache conflicts after installing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .257
Testing the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .257
Chapter 8
Installing iServer Integration Technology and Documentation . . . . . . 259
Installing iServer Integration Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .260
Installing the localization and documentation files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .264
iv
About accessing online help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Searching PDF manuals using master-index.pdx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Part 3
Licensing
Chapter 9
Licensing BIRT iServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Understanding licensing types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Understanding licensing options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing Actuate BIRT iServer System license files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About the license file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Collecting machine information for a license . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About modifying a license . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Understanding CPU binding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Binding a BIRT iServer to processors on a Windows machine . . . . . . . . . . . . . . . . . . . . . . . .
Binding to specific CPUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Binding to multiple-core CPUs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Binding an Actuate process to a processor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About processors and hyperthreading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Checking BIRT iServer bound processors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Determining the number of processors an iServer System uses . . . . . . . . . . . . . . . . . . . .
Understanding CPU binding validation while iServer is running . . . . . . . . . . . . . . . . . .
Understanding CPU binding validation when an Encyclopedia volume
comes online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Understanding CPU binding validation when running iServer processes . . . . . . . . . . .
Configuring e-mail for CPU license problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
274
275
277
279
279
283
283
284
284
286
286
287
288
288
289
289
290
290
Part 4
Backing Up
Chapter 10
Backing up an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Performing an Encyclopedia volume backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Managing the backup and recovery of Encyclopedia volume metadata and data files . . . 294
Using RDBMS and file system backup utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Avoiding conflict with the file purging process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Backing up and restoring an Encyclopedia volume that uses a PostgreSQL database . . . . . . 297
Backing up an Encyclopedia volume using pgAdmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Backing up an Encyclopedia volume using pg_dump . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Restoring an Encyclopedia volume using pgAdmin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Restoring an Encyclopedia volume using pg_restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .311
v
Backing up and restoring an Encyclopedia volume that uses an Oracle database . . . . . . . . . .313
Backing up an Encyclopedia volume using Oracle Data Pump Export (expdp) . . . . . . . . .313
Restoring an Encyclopedia volume using Oracle Data Pump Import (impdp) . . . . . . . . . .315
Backing up and restoring an Encyclopedia volume that uses a SQL Server database . . . . . . .317
Backing up and restoring an Encyclopedia volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .317
Backing up an Encyclopedia volume using SQL Server Management Studio . . . . . . . . . . .318
Restoring an Encyclopedia volume using SQL Server Management Studio . . . . . . . . . . . . .326
Backing up and restoring an Encyclopedia volume that uses a DB2 database . . . . . . . . . . . . .337
Backing up an Encyclopedia volume using DB2 Control Center . . . . . . . . . . . . . . . . . . . . . .338
Restoring an Encyclopedia volume using DB2 Control Center . . . . . . . . . . . . . . . . . . . . . . . .347
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
vi
Introduction
Understanding ActuateOne
ActuateOne™ includes Release 11 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 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 the BIRT iServer documentation
The 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.
Introduction
vii
Documentation updates are created in response to customer requirements and are
available at both sites.
Table I-1
BIRT iServer documentation
For information about this topic
See the following resource
Installing BIRT iServer for Linux and
UNIX
Installing BIRT
iServer for
Linux and UNIX
Installing BIRT iServer for Windows
Installing BIRT
iServer for
Windows
Late-breaking information and
documentation updates
Configuring BIRT iServer
Use Configuration Console to:
■
Add additional Encyclopedia
volumes
■
Configure clusters of iServers
■
Tune iServer services and processes
■
Configure e-mail notification
■
Review and update license options
■
Open ports for iServer use
■
Manage iServer printers and
resources
■
Configure diagnostic logging
viii
Installing BIRT iSer ver for Windows
Release notes and updated
localization, HTML help, and PDF
files posted on birt-exchange.com
and Actuate Support
Configuring
BIRT iServer
Table I-1
BIRT iServer documentation (continued)
For information about this topic
Managing an Encyclopedia Volume
Use Management Console to:
■
Set up user accounts
■
Set up channels and notification
groups
■
Assign security roles
■
Manage files and folders
■
Schedule, run, and manage reports
■
Back up the Encyclopedia volume
■
Use Actuate Open Security
Information Console Developer Guide
■
Overview of Information Console
concepts and web applications
■
Using, customizing, and configuring
the Deployment Kit
■
Using code components for JSPs,
URL parameters, JavaScript files,
Java servlets, Java Beans, and
security facilities
Using BIRT iServer Integration
Technology
■
Overview of Actuate web services
and SOAP messaging
■
Managing an Encyclopedia volume
■
Developing API applications using
Java or .NET
■
Using Java Report Server Security
Extension (RSSE) APIs
■
Using logging, performance
monitoring, and archiving features
■
Customizing the Actuate software
installation process
■
Actuate Information Delivery API
operations and data types reference
See the following resource
Managing an
Encyclopedia
Volume
Information
Console
Developer
Guide
Using BIRT
iServer
Integration
Technology
(continues)
Introduction
ix
Table I-1
BIRT iServer documentation (continued)
For information about this topic
Using Information Console
■
Overview of Information Console
concepts and online reporting
■
Accessing and managing files and
folders; running reports
Using Actuate JavaScript API
■
Overview of programming with
Actuate JavaScript
■
Creating custom pages using Actuate
JavaScript
■
Reference for Actuate JavaScript
classes and methods
Deploying to a BIRT iServer System
Describes how to deploy designs and
information objects to iServer
See the following resource
Using
Information
Console
Using Actuate
JavaScript API
Deploying to
a BIRT
iServer
System
Actuate Glossary
Definitions of product terminology
Actuate
Glossary
Adobe Acrobat Catalog
A utility that can search all the
documents in the Actuate manuals
directory
Adobe Acrobat
Catalog
Obtaining documentation
Actuate provides technical documentation in PDF, HTML, and print formats. You
can download PDF or view HTML versions of the documentation from
x
Installing BIRT iSer ver for Windows
birt-exchange.com. If you purchase the product, you can also download
documentation using ftp as instructed in the e-mail from Actuate Distribution.
When you install the files using the Online Documentation and Localization
Resource Files program, if you accept the default location, the program loads the
PDF in the Actuate11SP4/iServer/Manuals directory.
Using PDF documentation
In each PDF version of a book, the table of contents and the index page numbers
contain links to the corresponding topics in the text. In the table of contents, you
access the link by positioning the pointer over the topic. In the index, you access
the link by positioning the pointer over the page number.
The Program Files\Actuate11\Manuals directory contains a file, masterindex.pdx, which is an Adobe Acrobat Catalog utility that can search all the
documents in the Actuate Manuals directory. This tool provides a convenient way
to find information on a particular topic in Actuate documentation.
Obtaining late-breaking information and
documentation updates
The release notes contain late-breaking news about Actuate products and
features. The release notes are available on the Actuate Support site at the
following URL:
http://support.actuate.com/documentation/releasenotes
Updates to documentation in PDF form are available at the following URL:
http://support.actuate.com/documentation
If you are a new user, you must first register on the site and log in to view the
release notes. Birt-exchange.com and actuate.com also provide product update
information.
About obtaining technical support
You 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
Introduction
xi
About supported and obsolete products
The 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
Typographical conventions
Table I-2 describes the typographical conventions in this document.
Table I-2
Typographical conventions
Item
Convention
Example
Code examples
Monospace
Dim Text1 As String
File names
Initial capital letter, except
where file names are
case-sensitive
Detail.roi
Key combination
A + sign between keys
means to press both keys
at the same time
Ctrl+Shift
Menu items
Capitalized, no bold
File
Submenu items
Separated from the main
menu item with a small
arrow
File➛New
User input or user
response
Monospace
M*16*
User input in XML and
Java code
Monospace italics
chkjava.exe
cab_name.cab
Syntax conventions
Table I-3 describes the symbols used to present syntax.
Table I-3
xii
Syntax conventions
Symbol
Description
[]
Optional item
[Alias<alias name>]
Array subscript
matrix[ ]
Installing BIRT iSer ver for Windows
Example
Table I-3
Syntax conventions
Symbol
Description
Example
{}
Groups two or more
mutually exclusive
options or arguments
when used with a pipe
{While | Until}
Defines array contents
{0, 1, 2, 3}
Delimiter of code block
public ACJDesigner( ){ }
Separates mutually
exclusive options or
arguments in a group
Exit {Do | For |
Function | Sub}
Java OR operator
int length | 4
Argument you must
supply
<expression to format>
Delimiter in XML
<xsd:sequence>
|
<>
About Installing BIRT iServer for Windows
Installing BIRT iServer for Windows includes the following chapters:
■
Introduction. Provides an overview of this guide, BIRT iServer documentation,
and the typographical conventions in this book.
■
Part 1. Architecture. Describes BIRT iServer architecture.
■
Chapter 1. Understanding Actuate BIRT iServer architecture. Describes BIRT
iServer architecture, the iServer System process model, and system
administration, including new utilities and third-party relational database
management systems (RDBMS) used to store iServer system and
Encyclopedia volume metadata.
■
Part 2. Installing. Describes how to install BIRT iServer.
■
Chapter 2. Installing BIRT iServer. Describes how to install BIRT iServer using
the out-of-the-box (OOTB) PostgreSQL relational database management
system (RDBMS) in a Windows environment.
■
Chapter 3. Installing BIRT iServer using an alternative database. Describes how to
install BIRT iServer using an alternative RDBMS, such as a pre-existing
PostgreSQL or Oracle RDBMS, in a Windows environment.
■
Chapter 4. Upgrading BIRT iServer. Describes how to upgrade BIRT iServer in a
Windows environment.
Introduction
xiii
xiv
■
Chapter 5. Installing a BIRT iServer cluster. Describes how to install a BIRT
iServer cluster node in a Windows environment.
■
Chapter 6. Installing BIRT iServer in a cloud. Describes how to install BIRT
iServer in a cloud environment using a ready-to-launch iServer image.
■
Chapter 7. Installing Information Console. Describes how to install Actuate
Information Console in Windows.
■
Chapter 8. Installing iServer Integration Technology and Documentation. Describes
how to install Actuate iServer Integration Technology and Documentation in a
Windows environment.
■
Part 3. Licensing. Describes how to license BIRT iServer.
■
Chapter 9. Licensing BIRT iServer. Describes licensing options, license key
installation, and CPU-binding policies for BIRT iServer.
■
Part 4. Backing Up. Describes how to back up a BIRT iServer.
■
Chapter 10. Backing up an Encyclopedia volume. Describes how to back up and
restore BIRT iServer Encyclopedia volume metadata and data.
Installing BIRT iSer ver for Windows
Part
Part 1
One
1
Architecture
Chapter
Understanding Actuate
BIRT iServer architecture
Chapter 1
This chapter contains the following topics:
■
Understanding BIRT iServer architecture
■
Understanding the iServer System process model
■
Administering iServer System
Ch ap ter 1, Un de rs t an di ng Ac t ua te BIRT i Se r ver a r c hi te c tur e
3
Understanding BIRT iServer architecture
Before Release 11, Actuate BIRT iServer used a proprietary relational database
management system (RDBMS), known internally as the Squirrel database, to
store the metadata related to iServer System and Encyclopedia volume
configuration. In Release 11, Actuate replaced this out-of-the-box (OOTB)
database with a customized version of the open-source, third-party database,
PostgreSQL.
Actuate also adapted iServer to support alternative, customizable, third-party
database installations. In Release 11 Service Pack 4, Actuate currently supports
DB2, Microsoft SQL Server, Oracle, or a pre-existing PostgreSQL instance.
In these third-party RDBMS, iServer stores metadata in the following schemas:
■
System
Contains settings related to iServer configuration, such as servers, templates,
volumes, and partitions
■
Encyclopedia volume
Contains settings related to volume configuration, such as users, roles, groups,
channels, folders, files, and other objects.
In Release 11, Actuate provides the following installation options:
■
Install a new iServer with a PostgreSQL or other supported, alternative,
third-party database
■
Upgrade the Actuate proprietary database installation from a previous major
release, such as Release 10 Service Pack 1, to a Release 11 version
■
Upgrade an earlier Release 11 version to a newer Release 11 service pack, such
an upgrade from Release 11 Service Pack 3 to Service Pack 4
■
Maintain a mix of Actuate PostgreSQL and third-party database
implementations side-by-side in an iServer System installation
Using a third-party RDBMS with an Encyclopedia
volume
Actuate automatically installs the iServer system and Encyclopedia volume
schemas in the OOTB PostgreSQL RDBMS installation. Installation of these
schemas in a pre-existing PostgreSQL RDBMS or alternative RDBMS, such as
DB2, Oracle, or SQL Server, requires manually running a SQL script containing
the appropriate Data Definition Language (DDL) statements. The Installing
section of this book contains chapters that provide detailed, step-by-step
descriptions on how to perform these operations.
4
Installing BIRT iSer ver for Windows
Actuate provides the iServer administrator with the ability to install the metadata
for Encyclopedia volumes in databases in the same schema, separate schemas, or
separate databases. By default, Actuate uses separate schemas for each
Encyclopedia volume database, but provides the administrator with the option to
specify whether to have volume databases share a schema. Actuate recommends
using a separate schema for each Encyclopedia volume database for ease of
administration.
In a PostgreSQL installation, the database administrator can manage an
Encyclopedia volume either as an individual PostgreSQL database or as a schema
in a PostgreSQL database. The same instance of a PostgreSQL server can manage
multiple Encyclopedia volumes that use a mix of these configuration options. In
PostgreSQL technical jargon, multiple databases managed by the same instance
of the PostgreSQL server are in a PostgreSQL database cluster.
In Oracle, there is a one-to-one relationship between a database user and a
schema. A schema is not a separate entity. An Actuate DB2, PostgreSQL, or SQL
Server installation also requires this one-to-one relationship between a database
user and a schema for consistency.
In a typical pre-existing RDBMS installation, the database administrator first
creates a schema owner and a database user by running a SQL script. During
iServer installation, the iServer system administrator provides the schema owner
and database user credentials. The iServer installation program connects to the
RDBMS, creates the necessary Encyclopedia volume database structures, then
loads the metadata. The iServer application interacts with the third-party RDBMS
using these database user credentials.
Only the metadata that specifies the Encyclopedia volume configuration are in
the database. Designs, documents, information objects, and other iServer data
objects are stored in the file system.
Customizing Encyclopedia volume databases
Actuate supports read-only operations on the system and Encyclopedia volume
metadata in the tables of the OOTB or other third-party database. Actuate does
not support the addition, deletion, or modification of these metadata tables.
Actuate does permit the creation of additional indexes on these tables. For
example, a customer can create an index on the job completion notices table to
expedite database processing.
Actuate does not recommend any customization of the system metadata
database. Any customization that the customer does on the Encyclopedia volume
database must be redone when migrating, reinstalling, or upgrading iServer.
Actuate iServer does not track the objects that a customer creates. Actuate
reserves the right to change the structure of the schema in future releases.
Ch ap ter 1, Un de rs t an di ng Ac t ua te BIRT i Se r ver a r c hi te c tur e
5
Installing and configuring iServer System
The installation, configuration, and administration of an iServer System can
include the following tasks:
■
Install a new iServer using one of the following options:
■
Automated installation
Run the installation program to configure iServer and the OOTB
PostgreSQL database or an alternative, supported RDBMS.
■
Cloud deployment
Deploy a prepared image of an installed iServer run-time environment.
The administrator can create a customized image by generating an archive
of an installed iServer run-time environment. Alternatively, an out-of-thebox (OOTB) image is available as a separate iServer distribution package
for Windows. The administrator deploys the image by unbundling the
archive or installing a virtual image on the target machine.
■
Upgrade an earlier iServer installation to Release 11 using the installation
program to overwrite automatically the earlier installation.
Upgrades an earlier iServer system in place, such as Release 10 Service Pack 1,
automatically migrating one or more Encyclopedia volumes.
■
Upgrade an earlier iServer installation to Release 11 using the installation
program to install iServer, then manually migrate Encyclopedia volume
metadata and data from an earlier to the new installation.
Upgrades an earlier iServer system in place, such as Release 10 Service Pack 1,
without migrating any Encyclopedia volumes. During installation, the
administrator chooses to migrate the volumes manually.
After installation, the administrator uses the Squirrel Data Exporter and
Encyclopedia Data Store Administrator utilities to migrate the existing iServer
installation to either an in-place or a new, side-by-side instance of iServer
Release 11 when upgrading from an earlier major release. When upgrading a
Release 11 installation to a new Release 11 service pack, the administrator uses
the Encyclopedia Data Store Upgrader utility. These utilities are Java
programs run from the command line.
For more information on installing and upgrading an iServer using the
automated installation programs and utilities or installing iServer in a cloud
deployment, see the Installing section later in this book. For more information on
changes to iServer utilities in Release 11, see “About Migration and
Administration Tools,” later in this chapter.
6
Installing BIRT iSer ver for Windows
Managing the backup, recovery, and failover
capabilities of the Encyclopedia volume database and
data files
The iServer administrator uses third-party RDBMS tools to manage the backup,
recovery, and failover capabilities of the Encyclopedia volume database. The
iServer administrator uses standard operating system or other third-party tools to
manage the backup and recovery of the data files.
Since iServer Release 11 no longer uses the internal proprietary Squirrel database
to store Encyclopedia volume metadata, the automatic backup, recovery, and
failover features available in earlier iServer releases are now obsolete. For
information on the recommended procedures to back up and recover iServer
system and Encyclopedia volume schemas in the Release 11 environment, see
Chapter 10, “Backing up an Encyclopedia volume,” later in this book.
In Actuate Release 11 and later, there is no concept of volume failover, since each
node in a cluster can operate on all the volumes. Configuring system and
Encyclopedia volume database failover is the responsibility of the third-party
RDBMS administrator. The database administrator must use the facilities
available in the RDBMS to configure failover capability.
In addition, consult the third-party RDBMS documentation for detailed
information on how to use native system tools to configure backup, recovery, and
failover operations for an externally managed Encyclopedia volume database.
Documentation for a PostgreSQL RDBMS is available at:
http://www.postgresql.org/docs/8.4/static/release-8-4.html
Documentation for an Oracle RDBMS is available at:
http://www.oracle.com/technetwork/database/enterprise-edition
/documentation/index.html
Documentation for Microsoft SQL Server RDBMS is available at:
http://msdn.microsoft.com/en-us/sqlserver/bb671149
Documentation for IBMDB2 RDBMS is available at:
https://www-304.ibm.com/support/docview.wss?uid=swg27009474
The third-party database schemas that contain iServer system and Encyclopedia
volume metadata are critical components of BIRT iServer System. To guard
against data loss, the database administrator must back up the Encyclopedia
volume schemas and all related file data to ensure the recoverability in the event
of failure. For more information on backing an iServer installation, see Chapter
10, “Backing up an Encyclopedia volume,” later in this book.
In Release 11, it is not necessary to back up the iServer system schema, although
future versions may require this operation to protect critical system metadata.
The administrator can restore a corrupted or missing system schema using the
Ch ap ter 1, Un de rs t an di ng Ac t ua te BIRT i Se r ver a r c hi te c tur e
7
System Data Store Administrator utility. For more information on this utility, see
“Specifying System Data Store Administrator properties,” in Chapter 4,
“Upgrading BIRT iServer,” later in this book.
An Actuate system administrator must take all necessary precautions to ensure
that a database is properly backed up and available to safeguard Encyclopedia
volume metadata. Please consult Actuate Support at the time of installation if you
have any questions about the backup, recovery, or failover procedures necessary
to protect against the possibility of catastrophic failure.
Managing an iServer cluster
In Actuate Release 11 and later, the concept of a master node no longer exists. Any
node in a cluster has the ability to modify the shared server configuration file. The
node performing these operations typically depends on which node the system
administrator uses when connecting to iServer System through an administration
console.
In Release 11 and earlier, iServer used multicasting to broadcast event
information and synchronize operations in a cluster. Some cloud computing
environments do not support multicasting. Starting in Release 11 Service Pack 1,
iServer uses the third-party RDBMS as a shared repository for storing cluster
information. This enhancement replaces multicasting as a way of managing
cluster information.
Understanding the iServer System process model
In Release 11, the Actuate BIRT iServer System platform uses a multi-threaded,
multi-process model, running single instances of the following components on
each iServer node:
■
Encyclopedia volume
Stores metadata in an OOTB (PostgreSQL) or alternative RDBMS and
coordinates processing for designs, documents, information objects, and other
iServer data objects stored in the file system.
■
Process Management Daemon (PMD)
Distributes service requests among available iServer services and nodes.
■
iServer servlet container
Provides the run-time environment for client applications, such as Actuate
Information, Management, and Configuration Consoles. Client applications
communicate with iServer System using SOAP-based messaging.
In addition, the iServer platform supports multiple instances of the following
services on each iServer node:
8
Installing BIRT iSer ver for Windows
■
Factory
Executes requests to generate queries and documents and perform server-side
printing.
■
View
Supports viewing documents in DHTML and other output formats, such as
Excel and PDF. Handles requests to download files from an Encyclopedia
volume.
■
Integration
Coordinates the running of information object (IOB) files that extract data
from multiple data sources.
■
Caching
Controls the Actuate Caching process that manages an information object
cache and enables caching of data retrieved from data sources.
This loosely-coupled iServer architecture model provides the following
maintenance and performance benefits:
■
Startup and shutdown of an iServer is fast because it is independent of the
RDBMS that manages the Encyclopedia volume. The database server can
remain online when shutting down an iServer and is available when the
iServer starts up.
■
Controlling the sequence of an Encyclopedia volume startup is not necessary.
All volumes are either already online in the database server or come online as
the database server starts.
■
Downtime to apply a patch or diagnostic fix for an iServer is reduced. The
RDBMS does not have to be shutdown.
Understanding process flow in a stand-alone iServer
Figure 1-1 illustrates the iServer RDBMS process architecture for a stand-alone,
two-volume, out-of-the-box (OOTB) PostgreSQL database configuration. In this
configuration, the iServer administrator starts and stops an iServer instance by
running scripts from the command line or using the graphical user interface
(GUI) available in Configuration Console.
The PostgreSQL RDBMS runs as a service in Windows or a process in Linux or
UNIX. The RDBMS can be configured to start automatically or run manually,
using a script similar to the iServer startup script.
Client applications, such as Actuate Information, Management, and
Configuration Consoles, run in a servlet container. These applications
communicate with iServer using the Actuate Information Delivery API or
IDAPI.
Ch ap ter 1, Un de rs t an di ng Ac t ua te BIRT i Se r ver a r c hi te c tur e
9
Node 1
Configuration Console
Servlet container
Management Console
Information Console
SOAP
SOAP
Start/stop
(command line)
iServer
Viewing engine
PMD
SOAP
View service
RSAPI
iServer framework
Reporting engine
Start/stop
(command line)
Integration engine
RSAPI
Factory service
SOAP
JDBC/Monitor
(TCP)
Java Factory
service
Database operations
Start/stop
(command line)
Java service
SOAP
SOAP
Integration
Cache services
JDBC
File I/O
PostgreSQL RDBMS
File server
Database (system &
volume metadata for
volumesV1 and V2)
Figure 1-1
Data file partitions
for volumes V1 and V2
iServer RDBMS process architecture for a stand-alone, two-volume, OOTB
database
An IDAPI application uses a SOAP processor that serializes, or transforms, a
remote procedure call by the application into an XML-based SOAP request to
iServer to perform a web service. The application sends the message across the
network using the Hypertext Transfer Protocol (HTTP) transport layer.
The Process Management Daemon (PMD) is a message distribution service that
routes the request to iServer. iServer receives the request and deserializes the
SOAP message. iServer performs the appropriate action and sends a response in
the form of a SOAP message back to the application.
For example, iServer receives a request to run a design, such as a BIRT design,
immediately or as a scheduled job. iServer communicates with the internal
iServer framework and Encyclopedia volume metadata databases as necessary to
locate the design and identify the resources required to run the design in the
system.
10
Installing BIRT iSer ver for Windows
The reporting engine selects a Java Factory service to run the BIRT design and
checks job status. iServer uses an asynchronous Java Factory service to generate a
temporary document or a synchronous Java Factory service to generate a
scheduled document.
The View service renders the document in DHTML format, or converts the output
to other supported formats, such as Excel and PDF, and handles requests to
download files from the Encyclopedia volume. The View service sends the
document to the requesting application for viewing.
A design that uses an information object utilizes the Integration and Caching
services to perform the following processing:
■
Run a query and extract data from an external data source.
■
Cache data in iServer System for high availability and to reduce load on the
network, data source, and Encyclopedia volume by avoiding repetitive data
retrieval operations.
iServer stores system and Encyclopedia volume metadata in the third-party
RDBMS, communicating with the RDBMS as necessary using JDBC. iServer uses
the physical file system to read and store designs, documents, information
objects, and other iServer objects as data in Encyclopedia volume partitions.
The out-of-the-box (OOTB) iServer PostgreSQL installation configures the
Encyclopedia volume database on the local disk to increase the reliability and
performance of file input and output (I/O) operations. PostgreSQL discourages
creating databases accessed using a Network File Systems (NFS) for these
reasons. For more information, see section 17.2.1 Network File Systems at the
following URL:
http://www.postgresql.org/docs/8.3/static/creating-cluster.html
Understanding process flow in an iServer cluster
Figure 1-2 illustrates the iServer RDBMS process architecture for a clustered,
two-node, four-volume, OOTB database configuration. A node is a machine
running an iServer instance.
C ha pte r 1, U nd er s tan di n g A c tua te BI RT i Se r ve r ar c hi t ec tu re
11
Node 1
Configuration Console
Start/stop
(command line)
Servlet container
Management Console
Information Console
SOAP
iServer
SOAP
PMD
Cluster framework
Start/stop
(command line)
JDBC/Monitor
(TCP)
SOAP
Viewing, Reporting
Integration engines
Operation
services
Database operations
Start/stop
(command line)
JDBC
PostgreSQL RDBMS
File I/O
Database (system &
volume metadata for
volumes V1, V2, V3, V4)
File server
Data file partitions
for volumes V1 and V2
Network file I/O
Cluster
messages
Data file partitions
for volumes V3 and V4
Network file I/O
Node 2
Servlet container
Configuration Console
Start/stop
(command line)
Management Console
SOAP
iServer
SOAP
PMD
Information Console
SOAP
File I/O
Cluster framework
Start/stop
(command line)
Viewing, Reporting
Integration engines
Operation
services
JDBC
Database operations
Start/stop
(command line)
PostgreSQL RDBMS
Backup database server
for volume databases
Database (system &
volume metadata for
volumes V1, V2, V3, V4)
Figure 1-2
12
iServer RDBMS process architecture for a clustered, two-node,
four-volume, OOTB database
Installing BIRT iSer ver for Windows
The iServer OOTB PostgreSQL database server starts multiple instances to handle
connections for running queries and accessing data. In database jargon,
PostgreSQL uses a process-per-user, client/server model. For more information,
refer to the PostgreSQL documentation at the following URL:
http://www.postgresql.org/docs/8.4/static/connect-estab.html
An iServer administrator adds a node to a cluster to scale iServer System to the
necessary processing requirements. There are two methods of adding a new node
to the cluster:
■
Perform an automated, custom installation, using the wizard-driven
installation program.
■
Perform a manual installation or cloud deployment, using a prepared image
of an installed iServer run-time environment.
Every cluster node must have network access to the following directory and
resources to join the cluster:
■
The shared configuration home directory
■
Cluster resources, such as printers, database systems, and disk storage
systems
Each node gets its configuration from a template in acserverconfig.xml, which is
located in a shared configuration home directory along with the license file,
acserverlicense.xml.
The acserverconfig.xml file contains the server templates as well as other
configuration parameters specifying the host names, volume names, port
numbers, printers, and services used by nodes in the cluster. When the Process
Management Daemon (PMD) starts up, it reads these configurations and exposes
them to the process environment variable list. When a node joins a cluster, it
configures itself using its template.
After installation and configuring the appropriate environment variables in
acpmdconfig.xml, the administrator launches the installed iServer image from the
command line by passing the necessary arguments or creates a script to execute
the command. Nodes with the same cluster ID, running on the same sub-net,
automatically detect and join each other to form the cluster. This feature is known
as elastic iServer clustering.
The cluster automatically detects the on-off status of any node. Single-point node
failure does not affect the availability of other nodes.
In the two-node cluster example, shown in Figure 1-2, client applications, such as
Actuate Information, Management, and Configuration Consoles, run in a servlet
container. These applications support distributing requests to multiple machines.
The cluster communicates across the network using standard HTTP/IP
addressing.
Ch ap te r 1, Un de rst an ding Act ua te BIRT iSe r ver archite c tu re
13
One or more nodes in the cluster manage the request message routing. The
Process Management Daemons (PMDs) located on each node coordinate
processing among available iServer services based on message type to balance
load across the nodes.
This loosely coupled model provides the following improvements to intra-cluster
messaging:
■
Each iServer node in the cluster is relatively independent and identical in
terms of components and functionality. Intra-cluster messages are limited to
messages for cluster membership and load balancing.
■
Operations like design execution and viewing typically require intermediate
information from the Encyclopedia volume metadata database. This
information is now directly retrieved from or updated in the RBDMS,
eliminating internal messages to Encyclopedia services on other nodes.
This increased scalability of operations at the iServer level can create bottlenecks
at the RDBMS level. Important factors to consider when configuring nodes and
ancillary resources include estimating processing power and access to hardware
and software resources, such as printers and database drivers.
iServer instances running on multiple machines maintain iServer system and
Encyclopedia volume metadata in databases and control access to shared volume
data. The volume data can be on machines that are not running iServer, but must
be shared and accessible to each iServer instance.
This loosely coupled cluster model provides the following maintenance and
performance benefits:
■
Startup and shutdown of an iServer is fast because it is independent of the
RDBMS that manages the Encyclopedia volume. An RDBMS can remain
online when shutting down an iServer and the RDBMS is available when the
iServer starts up.
■
Controlling the sequence of Encyclopedia volume startup is not necessary. All
volumes are either already online in the RDBMS or come online as the RDBMS
starts.
■
Downtime to apply a patch fix patch or a diagnostic fix for an iServer is
reduced. The RDBMS, including the OOTB PostgreSQL database server, does
not have to be shutdown. In an iServer cluster, the patch or diagnostic fix can
be applied to one iServer node at a time.
This operational model lends itself well to grid, cloud, and other data-center
types of deployments.
For more information about the cloud computing deployment option, see
Chapter 6, “Installing BIRT iServer in a cloud,” later in this book. For more
information about the cluster installation option, see Chapter 9, “Clustering,” in
Configuring BIRT iServer.
14
Installing BIRT iSer ver for Windows
Administering iServer System
Administering an iServer System includes the following tasks:
■
Setting up users, roles, groups, channels, folders, files, and other
administrative tasks
An administrator creates, configures, and manages users, roles, groups, files,
folders, and channels, including assigning and updating privileges, managing
security role and group memberships, and providing access to channels. User,
role, group, and channel privileges selectively control access to the
Encyclopedia volume and its data objects.
■
Scheduling jobs to run designs and generate documents
Each stand-alone iServer and node in an iServer cluster has a job scheduler
and dispatcher. A job dispatcher send jobs to the local resource group
factories.
In this loosely-coupled cluster model, the dispatcher sends a job from the
pending queue to available factories, balancing the load across the cluster.
Multiple job schedulers running on the nodes in a cluster allow iServer System
to scale processing to handle thousands of scheduled jobs at the same time.
■
Reviewing logs and auditing the information to diagnose system problems
iServer can capture usage and error information in log files to assist an
administrator in evaluating resource usage and troubleshoot problems. The
usage and error logging applications are open framework applications, which
are available as DLLs in Windows and shared libraries in Linux or UNIX.
■
Configuring a cluster using automated installation programs and cloud
computing base images
The administrator can run the installation program to configure iServer or
deploy a prepared image of an installed iServer run-time environment. Each
cluster node gets its configuration from a template in acserverconfig.xml,
located in a shared configuration home directory. Nodes with the same cluster
ID, running on the same sub-net, automatically detect and join each other to
form the cluster.
■
Using Actuate Server Integration Technologies scripts and tools to develop
client applications and extend iServer functionality
The Actuate Information Delivery application programming interface (IDAPI)
supports integrating and administering iServer using extensible markup
language (XML) and the simple object access protocol (SOAP). Using the
IDAPI, developers can create applications that perform such tasks as
scheduling a custom event, running an Report Server Security Extension
(RSSE) application to manage users and roles in an external system such as an
Ch ap te r 1, Un de rst an ding Act ua te BIRT iSe r ver archite c tu re
15
LDAP server, and installing and customizing usage and error logging and
performance monitoring extensions.
A BIRT iServer administrator uses the Actuate Information, Management, and
Configuration Consoles, command-line utilities, and Server Integration
Technology components to perform these tasks.
Please consult the following Actuate iServer Release 11 documentation for more
information on how to administer an iServer System using these components:
■
Installing BIRT iServer for Windows or Installing BIRT iServer for Linux and UNIX
Describes iServer System architecture. Provides detailed instructions on how
to use automated installation programs and command-line utilities to install
stand-alone iServer and clustered nodes that store Encyclopedia volume
metadata in an external, third-party RDBMS, such as DB2, Oracle,
PostgreSQL, or SQL Server. Also describes Actuate licensing policies and
procedures and backup and recovery operations.
■
Managing an Encyclopedia Volume
Describes how to use Management Console and command-line options to
perform tasks such as managing Encyclopedia volume user accounts,
assigning privileges, scheduling jobs, and distributing documents.
■
Configuring BIRT iServer
Describes how to use Configuration Console to perform tasks such as
managing an iServer cluster, adding Encyclopedia volumes to iServer,
connecting to databases, updating the license, and configuring iServer
properties, such as logging levels, e-mail notification, and printing from
iServer.
■
Using BIRT iServer Integration Technology
Provides information about application programming using the SOAP-based
Actuate Information Delivery API (IDAPI), including a Java developer guide
and sections on logging, auto archiving, and using the Java Report Server
Security Extension (RSSE).
About Migration and Administration Tools
In Actuate BIRT iServer Release 11, the following utilities are obsolete and no
longer exist:
16
■
AcExport
Formerly used to write a copy of the Encyclopedia volume metadata to a file,
so the administrator can import the metadata into another release of iServer.
■
AcImport
Formerly used to populate an Encyclopedia volume with metadata previously
written to an exported file.
Installing BIRT iSer ver for Windows
In an upgrade from an earlier major release to Release 11, use the Squirrel Data
Exporter and the System and Encyclopedia Data Store Administrator utilities
that Actuate provides to migrate Encyclopedia volume metadata from the
Squirrel database to an alternative RDBMS. Use the Encyclopedia Data Store
Upgrader utility to upgrade an earlier Release 11 installation to a newer
Release 11 service pack.
Back up the database using the utilities that the RDBMS provides. For
example, PostgreSQL provides the pg_dump and pg_restore utilities to create
and restore a database backup.
Use operating system or other third-party tools to backup and load designs,
documents, information objects, and other iServer data objects stored in the
file system. For more information on the recommended procedures to back up
an iServer system and Encyclopedia volume schemas in the Release 11
environment, refer to Chapter 10, “Backing up an Encyclopedia volume,” later
in this book.
■
AcToc
Formerly used to list the contents of an export directory. In Release 11, no
comparable functionality exists.
■
AcVerify
Formerly used to validate an offline Encyclopedia volume and repair
problems.
In Release 11, use the tools available in the third-party RDBMS containing the
Encyclopedia volume metadata to verify data integrity and make repairs.
■
AcExtern
Formerly used to convert Encyclopedia volume user security from internal to
external registration to allow administration from another system, such as an
LDAP server. In Release 11, use the iServer Integration Technology custom
application as a reference to configure the Report Server Security Extension
(RSSE) when implementing external registration.
■
AcIntern
Formerly used to convert Encyclopedia volume user security from external to
internal registration from an LDAP or other system to iServer. In Release 11,
no comparable functionality exists. For more information on how to install
and configure RSSE in the Release 11 environment, refer to Chapter 11,
“Configuring iServer security,” in Configuring BIRT iServer and Chapter 10,
“Using Java Report Server Security Extension” in Using BIRT iServer
Integration Technology.
■
AcMode
Formerly used to put an Encyclopedia volume in and out of online backup
mode. In Release 11, a dynamic backup no longer requires putting the system
into online backup mode. The administrator performs an Encyclopedia
volume metadata backup using the tools provided by the third-party RDBMS,
Ch ap te r 1, Un de rst an ding Act ua te BIRT iSe r ver archite c tu re
17
which provides comparable features. The administrator uses standard
operating system or other third-party tools to back up the data files.
■
AcEncycUpgrade
Formerly used to convert an older Encyclopedia volume to the latest version.
In a manual Release 11 upgrade process, the administrator uses the Squirrel
Data Exporter and Encyclopedia Data Store Administrator utilities to migrate
the existing iServer installation to either an in-place or a new, side-by-side
instance of iServer Release 11. These utilities are Java programs run from the
command line.
For more information on how to upgrade iServer and Encyclopedia volume to
Release 11, refer to Chapter 4, “Upgrading BIRT iServer.”
Using JDBC to connect to an Encyclopedia volume
database
iServer uses JDBC for connecting to an Encyclopedia volume database. The
iServer run-time JRE environment uses Java 1.6. Any JDBC driver must be
compatible with JRE version 1.6 or earlier.
iServer requires a JDBC driver that complies with the JDBC 3.0 specification or
later. The function Driver.jdbcCompliant( ) must return TRUE. DatabaseMetadata
.getJDBCMajorVersion( ) must return 3 or greater than 3.
An administrator, who decides to customize iServer to connect to a database
other than the OOTB PostgreSQL database, must ensure that the JDBC driver
returns adequate information about the types on the database. At a minimum, the
database must return the common data types, such as integer, floating-point, and
character. If the database does not return these common data types, then the
database administrator must customize the database mapping framework to
specify the types.
The JDBC driver must also support the following features:
■
Scrollable cursor
■
Retention of a cursor after commit
■
Update using a prepared cursor
When using connection pooling, the tracing functionality of the JDBC driver is
used to capture the connection pool run-time statistics.
API Compatibility
Actuate Release 11 provides full backward compatibility with existing
applications. Upgrading to an Actuate Release 11 iServer that utilizes an RDBMS
has no impact on any applications that utilize Actuate APIs, such as IDAPI and
RSSE.
18
Installing BIRT iSer ver for Windows
About international character sets
iServer operates on the assumption that the volume database is configured to run
with UTF-8 encoding. Any other database encoding scheme requires configuring
the connection parameters to specify the database encoding. The driver must
handle the conversion to UCS2.
Administrative reports
The default iServer Encyclopedia volume contains sample BIRT reports that
provide information using the metadata and data extracted from the OOTB
database, including job schedule, file, and user tracking and usage and error
logging. Installing the sample volume is an option in a custom installation.
Supported operating systems
Actuate BIRT iServer Release 11 Service Pack 4 supports the following operating
systems:
■
Windows
■
Solaris
■
Linux
Ch ap te r 1, Un de rst an ding Act ua te BIRT iSe r ver archite c tu re
19
20
Installing BIRT iSer ver for Windows
Part
Two
2
Part 2
Installing
Chapter
Chapter 2
Installing BIRT iServer
This chapter discusses the following topics:
■
Preparing to install BIRT iServer
■
Performing a new installation
■
Understanding the iServer installation environment
Chapter 2, Installing BIRT iSer ver
23
Preparing to install BIRT iServer
When installing BIRT iServer Release 11, the administrator must choose to use the
out-of-the-box (OOTB) PostgreSQL relational database management system
(RDBMS) or another data store, such as DB2, Microsoft SQL Server, Oracle, or a
pre-existing PostgreSQL instance to store Encyclopedia volume metadata. This
chapter describes how to install a new instance of BIRT iServer Release 11, using
the out-of-the-box (OOTB) PostgreSQL RDBMS.
For more information about installing BIRT iServer using an alternative data
store, see Chapter 3, “Installing BIRT iServer using an alternative database,” later
in this book. For more information about upgrading an existing BIRT iServer
installation, see Chapter 4, “Upgrading BIRT iServer,” later in this book. For
information about the new Release 11 BIRT iServer System architecture, see
Chapter 1, “Understanding Actuate BIRT iServer architecture,” earlier in this
book.
Creating an account with Windows administrator
privileges
Before installing iServer, create a Windows user account that is a member of the
Administrators group. Use this account when installing and running iServer.
The iServer user account must meet the following requirements:
■
Be a member of the Windows Administrators group.
The account must have privileges to access the required software and
hardware, such as database servers, printers, and iServer files and folders.
■
Have log on as a service privilege.
If the account does not meet this requirement, the iServer installation program
prompts you to configure the privilege to run the Windows Actuate iServer
service.
On a new Windows Vista installation, the initial user account is not a member of
the Administrators group. You must configure this user account to be a member
of this group.
In Windows Server 2003, when installing an iServer that uses the OOTB
PostgreSQL RDBMS, create a Windows user account that is a member of the
Power Users, not the Administrators group. In Windows Server 2003, PostgreSQL
cannot run with Administrator privileges.
Perform the iServer installation using an account that has Administrator
privileges. During the installation, when prompted to specify the user account
that runs the iServer and PostgreSQL services, specify the Power User account
and password. Make sure that this user account has permission to access any
24
Installing BIRT iSer ver for Windows
required software and hardware, such as database servers, printers, and iServer
files and folders.
How to create a Power User account
To create a Power User account, perform the following tasks:
1 In Windows, open the Command Prompt and type:
lusrmgr.msc
2 In Local Users and Groups, choose Users to display the list of users.
3 Double-click the user to display the properties.
4 In Properties—General, deselect Account is disabled, if necessary.
5 In Properties—Member Of, choose Add and perform the following tasks:
1 On Select Groups, in Enter the object names, type:
Power user
2 Choose Check Names then choose OK.
6 Exit Local Users and Groups
In a Windows installation, verify that the ICU_DATA environment variable is set
to the location of the Actuate ICU library. The Actuate installation process sets
ICU_DATA to the location of the library on the iServer machine. Change this
setting, if necessary, to the location of the library. The following example shows
the default path set by the iServer installation process:
ICU_DATA= C:\WINNT\system32\
If you plan to install iServer processes on a machine controlled by a domain
server, install iServer while logged into a user account controlled by the local
machine, not the domain server. When you create an iServer cluster, all iServer
nodes in the cluster must be installed and run under the same user account.
Configuring the iServer user account
Actuate recommends creating a dedicated user account for installing and running
iServer. Having a dedicated user account isolates iServer-specific issues and
events on a machine, making it easier to administer the environment.
How to configure a user account with administrator privileges
To configure a user account with administrator privileges for installing and
running iServer, perform the following tasks:
1 In Windows, open the Command Prompt and type:
lusrmgr.msc
2 In Local Users and Groups, choose Users to display the list of users.
Chapter 2, Installing BIRT iSer ver
25
3 Double-click the user to display the properties.
4 In Properties—General, deselect Account is disabled, if necessary.
5 In Properties—Member Of, choose Add and perform the following tasks:
1 On Select Groups, in Enter the object names, type:
Administrators
2 Choose Check Names then choose OK.
6 Exit Local Users and Groups
Configuring log on as a service privilege
The iServer installation program prompts you to configure log on as a service
privilege if the iServer user account does not have this privilege.
How to configure the log on as a service privilege manually
To configure the log on as a service privilege manually, perform the following
tasks:
1 In Windows Control Panel, open Administrative Tools➛Local Security Policy.
2 In Local Security Settings, navigate to Security Settings➛Local Policies➛User
Rights Assignments.
3 In User Rights Assignments, perform the following tasks:
1 Open Log on as a service Properties. Choose Add User or Group.
2 In Select Users or Groups, add the user name. Choose Check Names then
choose OK.
4 Exit Local Security Settings.
Backing up iServer system and Encyclopedia volume
metadata
The third-party database schemas that contain iServer system and Encyclopedia
volume metadata are critical components of BIRT iServer System. To guard
against data loss, the database administrator must back up the schemas using the
tools and resources of the third-party database system.
An iServer system administrator must take all necessary precautions to ensure
that the schemas are properly backed up to safeguard the metadata. Please
consult Actuate Support at the time of installation if you have any questions
about these backup procedures to protect against the possibility of catastrophic
failure. For information on the recommended procedures to back up an iServer
system and Encyclopedia volume schemas in the Release 11 environment, refer to
Chapter 10, “Backing up an Encyclopedia volume,” later in this book.
26
Installing BIRT iSer ver for Windows
When installing BIRT iServer, be sure to run the same versions of all products.
Upgrade all products at the same time to maintain consistency in the versions
you run.
If you are a purchasing customer, you can download iServer from an Actuate ftp
site. If you are evaluating BIRT iServer, you can download iServer from BIRT
Exchange at the following location:
http://www.birt-exchange.com
Actuate also supports the cloud deployment of BIRT iServer using a ready-tolaunch iServer image. For more information about this installation option, see
Chapter 6, “Installing BIRT iServer in a cloud,” later in this book.
The following sections describe how to install a new BIRT iServer Release 11
using the available installation options.
Performing a new installation
Installing a new Release 11 BIRT iServer creates a default Encyclopedia volume
without migrating data from a pre-existing volume. The default installation
program performs the following operations:
■
Installs and initializes iServer and the PostgreSQL relational database
management system (RDBMS).
■
Creates a database in the PostgreSQL RDBMS containing Encyclopedia
volume data.
■
Creates the iserver user in the PostgreSQL RDBMS to access the system.
■
Creates the system and volume schema, initializing these schema with basic
configuration information.
■
Creates the iServer configuration file, specifying system, volume, and
connection information for the default installation
The default installation program also initializes the iserver, system, and volume
user passwords to the PostgreSQL superuser password.
Installing a new instance of BIRT iServer Release 11
The following section describes how to install a new instance of BIRT iServer
Release 11 in the Windows operating system.
How to perform a new installation of BIRT iServer Release 11 in Windows
To install iServer, perform the following tasks:
1 Download the iServer distribution package from an FTP software distribution
site. Extract the files. Run the self-extracting executable file,
Chapter 2, Installing BIRT iSer ver
27
ActuateBIRTiServer.exe. The welcome message appears, as shown in
Figure 2-1. Choose Next.
Figure 2-1
Viewing the welcome message
2 Read and accept the license agreement, as shown in Figure 2-2. Choose Next.
Figure 2-2
28
Accepting the license agreement
Installing BIRT iSer ver for Windows
3 The setup installs the prerequisite components that BIRT iServer requires, as
shown in Figure 2-3. Choose Next.
Figure 2-3
Installing Prerequisites
4 In Setup Type, select Typical to install the default configuration for a standalone iServer, as shown in Figure 2-4. Alternatively, choose Custom for one of
the following reasons:
■
To install individual iServer components
■
To install a cluster node
■
To install a custom configuration for a stand-alone iServer and a supported
relational database management system (RDBMS), such as DB2, Microsoft
SQL Server, Oracle, or a pre-existing PostgreSQL instance for the
Encyclopedia volume metadata database
■
To use an optional Open Security application to control access to iServer
using an external system, such as an LDAP server
In Destination Folder, accept the default or choose a new destination folder for
the Program and Data locations.
iServer uses the Program location to resolve the paths to all the binaries that it
launches. The environment variable, AC_SERVER_HOME, points to the
location of the iServer binaries. The default path for the program location is
C:/Program Files/Actuate11SP4/iServer.
iServer uses the Data location to store the iServer logs, iServer Encyclopedia,
including the PostgreSQL data, and all other run-time data. The environment
Chapter 2, Installing BIRT iSer ver
29
variable, AC_DATA_HOME, points to the location of the iServer data. The
default path for the data location is C:/Actuate/iServer/data. Choose Next.
Figure 2-4
Specifying typical or custom setup type
5 In Encyclopedia Metadata Storage and System Name, select the type of
Encyclopedia volume metadata database to install, as shown in Figure 2-5.
This installation example demonstrates installing the bundled OOTB
PostgreSQL database. In System Name, type a name for the BIRT iServer
System name. iServer assigns this name to the default Encyclopedia volume.
Additionally, iServer inserts this name into the names iServer creates for the
Encyclopedia volume schema and the iServer system schema. Choose Next.
30
Installing BIRT iSer ver for Windows
Figure 2-5
Selecting the Encyclopedia volume metadata database to install
6 On PostgreSQL Database Information, in Database Credentials, type and
confirm a password, as shown in Figure 2-6. iServer creates the following
accounts automatically, using this password for each account:
■
postgres
The PostgreSQL database superuser. The database superuser administers
the PostgreSQL relational database management system (RDBMS).
■
ac_<BIRT iServer System name>_system
The System schema owner. iServer creates the iServer system schema and
gives it this name. The installation program substitutes <BIRT iServer
System name> with the system name you specified in the previous step.
■
ac_<BIRT iServer System name>
The Encyclopedia schema owner. iServer creates the Encyclopedia volume
schema using ac_<BIRT iServer System name>.
In Port, accept the default value of 8432. Alternatively, type a different port.
Choose Next.
Chapter 2, Installing BIRT iSer ver
31
Figure 2-6
Specifying PostgreSQL database information
7 In License File Details, select Use the license that you purchased. Choose
Browse then navigate to and choose the license file, as shown in Figure 2-7.
Alternatively, choose Try out the product using the included evaluation
license if you do not have a purchased license. Choose Next.
Figure 2-7
32
Specifying the license file
Installing BIRT iSer ver for Windows
If installing using a named-user license, a prompt appears advising you to
check that the volume does not exceed the number of registered users
authorized by the license, as shown in Figure 2-8.
Figure 2-8
Viewing the named-user license question
Choose Yes to continue the installation.
8 In Locale Information, choose Next to accept the default language and time
zone, as shown in Figure 2-9.
Alternatively, choose the language and locale settings for your region.
Figure 2-9
Specifying locale information
9 In Specify Profiles, type the user name, password, and confirm the password
for the account used to start the Actuate iServer 11 service, as shown in
Figure 2-10. The account must be a member of the Administrators group.
Actuate recommends that you limit access to this account for security reasons.
If you are installing on Windows 2003, specify a user account that is in the
Power Users not the Administrators group. A user account in the
Administrators group cannot start the Actuate 11 PostgreSQL for BIRT iServer
service.
Chapter 2, Installing BIRT iSer ver
33
Accept Automatically start the Actuate BIRT iServer 11 service when
Windows boots, as shown in Figure 2-10. If you deselect this option, you must
start the service manually from Windows Services. Choose Next.
10 In System Configuration Password, type and confirm a password for
Configuration Console, as shown in Figure 2-12. For both Configuration
Console and Management Console, the default user name is Administrator.
The Administrator account for Management Console has no initial password.
You can log in to these consoles and change the password settings after
installing iServer. Choose Next.
Figure 2-10
Specifying an account for running the iServer service
If prompted to add Log on as a service privilege, choose Yes, as shown in
Figure 2-11.
Figure 2-11
34
Setting the Windows local security policy
Installing BIRT iSer ver for Windows
Figure 2-12
Specifying the password for using Configuration Console
11 In Start Copying Files, review the settings shown in Figure 2-13. Choose Next.
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 2-14.
Figure 2-13
Reviewing settings before copying files
Chapter 2, Installing BIRT iSer ver
35
Figure 2-14
Viewing setup status
During installation, a command prompt appears, displaying the run-time
commands and messages from the initialization process of the PostgreSQL
RDBMS and Encyclopedia volume schema, as shown in Figure 2-15.
Figure 2-15
Initializing the PostgreSQL RDBMS
A prompt appears, asking if you want to install the pgAdmin database
administration tool for the PostgreSQL RDBMS, as shown in Figure 2-16.
Choose Yes.
36
Installing BIRT iSer ver for Windows
Figure 2-16
Choosing to install the pgAdmin tool
Actuate BIRT iServer Setup appears, then pgAdmin III Setup appears, as
shown in Figure 2-17.
Figure 2-17
Viewing Actuate BIRT iServer and pgAdmin III Setup
12 In pgAdmin III Setup, perform the following tasks:
1 In Welcome, shown in Figure 2-17, choose Next.
2 In End-User License Agreement, select I accept the terms in the License
Agreement, as shown in Figure 2-18. Choose Next.
Chapter 2, Installing BIRT iSer ver
37
Figure 2-18
Accepting the license agreement
3 In Custom Setup, review the features to be installed, as shown in
Figure 2-19. Choose Next.
Figure 2-19
38
Viewing the features to be installed
Installing BIRT iSer ver for Windows
4 In Ready to Install pgAdmin III, shown in Figure 2-20, choose Install.
Figure 2-20
Choosing to install pgAdmin II
Installing pgAdmin III appears, as shown in Figure 2-21.
Figure 2-21
Installing pgAdmin III
5 When Completed the pgAdmin III Setup Wizard appears, as shown in
Figure 2-22, choose Finish to exit the wizard.
Chapter 2, Installing BIRT iSer ver
39
Figure 2-22
Choosing Finish
Choose Finish to exit the wizard, as shown in Figure 2-23.
Figure 2-23
Exiting the installation wizard
13 The installation program prompts you to install the online help from the
following location, as shown in Figure 2-24:
http://www.actuate.com
40
Installing BIRT iSer ver for Windows
Figure 2-24
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows,
choose Start➛ Actuate 11➛Update Documentation.
The installation program installs shortcuts on the desktop, as shown in
Figure 2-25.
Figure 2-25
Viewing BIRT iServer shortcuts on the desktop
These shortcuts provide access to the following iServer components:
■
iServer Management Console
Launches Management Console to set up user accounts and run reports.
■
BIRT iServer 11
Opens Welcome to Actuate BIRT iServer from which you can log in to
Information Console to perform tasks, such as accessing folders and viewing
reports.
Accessing the PostgreSQL Database Server using the
pgAdmin utility
After migrating the Encyclopedia volume to Release 11, you can optionally open
the pgAdmin III utility and access the PostgreSQL Database Server to browse the
Encyclopedia volume database. Actuate does not support modifying the BIRT
iServer PostgreSQL Database schema. Any changes to the schema made by the
customer, such as the addition of an index on a table, must be recreated again
manually in any future upgrade.
How to access the PostgreSQL Database Server using the pgAdmin utility
To access the PostgreSQL server, choose Start➛Programs➛pgAdmin III
1.10➛pgAdmin III.
pgAdmin III appears, showing the PostgreSQL Database Server in the Object
browser, as shown in Figure 2-26.
Chapter 2, Installing BIRT iSer ver
41
Figure 2-26
Viewing pgAdmin III
If the PostgreSQL Database Server does not appear in the Object browser, you can
add the server manually by performing the following tasks:
1 In pgAdmin III, choose File➛Add Server. In New Server Registration—
Properties, type or select the following property values, as listed in Table 2-1.
Table 2-1
New Server Properties
Property
Value
Name
PostgreSQL Database Server
Host
<computer name>
Port
8432
Maintenance DB
postgres
Username
postgres
Password
<your superuser password>
Store password
Not selected
Restore env
Selected
Service
Actuate 11 PostgreSQL for BIRT iServer
Connect now
Selected
New Server Registration—Properties appears, as shown in Figure 2-27.
42
Installing BIRT iSer ver for Windows
Figure 2-27
Registering a new server
Choose OK. Then, on pgAdmin III, expand PostgreSQL Database Server, as
shown in Figure 2-28.
Figure 2-28
Viewing PostgreSQL Database Server properties
Chapter 2, Installing BIRT iSer ver
43
2 In Object browser, expand Databases—iserver, iserver—Schemas, Tablespaces,
and Login Roles to review the server and database installation, as shown in
Figure 2-29.
Figure 2-29
Browsing the PostgreSQL Database Server installation
The BIRT iServer uninstall process can optionally remove the iServer installation
directory containing the encyc folder, which by default contains the postgres
database directory. The uninstall process does not uninstall the pgAdmin III
administration tool, a PostgreSQL database not residing in the
AC_DATA_HOME/encyc directory, or another third-party database used to store
the Encyclopedia volume data. You must uninstall these components separately.
Understanding the iServer installation environment
The following sections provide supplementary information about the iServer
installation environment that is useful for an administrator to know.
44
Installing BIRT iSer ver for Windows
About migrating an earlier iServer release to
Actuate 11
To upgrade an iServer earlier than Release 8 Service Pack 1, you must first
upgrade to Release 8 Service Pack 1, 9, or 10 then upgrade to Release 11. To
upgrade from an earlier release to Actuate 11 by replacing the older version,
install Release 11 in the same directory as the earlier release, or perform a side-byside installation, as described in Chapter 4, “Upgrading BIRT iServer.”
The upgrade program preserves any previous iServer configuration information
and reuses the earlier settings. The installation program resolves any differences
in default values between releases, ignoring old configuration defaults in favor of
new default values. For example, the installation does not prompt the user for
port information and machine name. The installation detects the current port
numbers and machine name and keeps those settings.
About running different releases on the same
machine
A BIRT iServer Release 11 can coexist on the same machine with an earlier major
release, such as Release 10, and any associated minor release, such as Release 10
Service Pack 1.
Actuate does not support running multiple releases from the same version on a
machine. For example, you cannot run Release 11 and Release 11 Service Pack 4
on the same machine.
To run different iServer major releases on the same machine, install the releases in
separate directories. Change the default port settings for one release to enable
running both versions at the same time.
About performance and disk space issues
During an upgrade installation, the following operations can consume more disk
space and take longer than a fresh installation:
■
File comparison
■
The copy operation to back up original files
During an upgrade, disk space requirements typically double. The installation
routine copies files to the local machine for comparison between the original files
and the new files. If you perform multiple upgrade installations, the installation
routine consumes even more disk space for the backup files you need to restore
previous installations.
Chapter 2, Installing BIRT iSer ver
45
About upgrading an iServer with resource groups
When you upgrade BIRT iServer System, iServer creates a resource group on an
iServer node that has the Factory service and the View service enabled. If no node
has the Factory service and the View service enabled, iServer creates resource
groups with zero Factory processes.
About the Java Software Development Kit
The iServer installation routine installs the JDK files in:
/Program Files/Common Files/Actuate/11.0/JDK160
To use a different JDK with iServer, change the files in the installation directory or
change the values of the following environment variables:
■
AC_JAVA_HOME
■
AC_JVM_HOME
■
AC_JRE_HOME
■
AC_JRE64_HOME
Using an earlier release of JDK can cause some Actuate features to fail or to work
improperly. For example, using an earlier release of JDK can cause Actuate
products to display charts incorrectly.
The following types of Actuate report object executable files use AC_JRE_HOME
and AC_JVM_HOME:
■
Files containing charts use AC_JVM_HOME to locate the java.exe to generate
the chart.
■
Files using the Actuate Java Object Interface use AC_JVM_HOME to locate the
JVM DLL or library.
Accessing JAR files for report generation
To generate some documents, iServer requires access to jar files in the Jar
directory of the iServer installation files. In Windows, include the location of the
jar file in the CLASSPATH.
Gathering LDAP information
An optional Open Security application ships with Actuate iServer Integration
Technology. This application uses a Lightweight Directory Access Protocol
(LDAP) security database to control access to the Encyclopedia volume. To use
the Open Security application, you need to perform a custom installation and
specify the following additional information:
■
46
Name of the LDAP server and the port on which the LDAP server listens
Installing BIRT iSer ver for Windows
■
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
■
LDAP group name assigned as the Actuate Encyclopedia volume
administrator role
Actuate Open Security uses an LDAP configuration file to map the Encyclopedia
volume user information to LDAP object attributes. For more information on
Actuate Open Security, see the reference implementations available in Actuate
Server Integration Technology.
Following best practices
Before deploying a new release in a production environment, Actuate
recommends testing the installation.
Using a test environment
Set up a test environment then migrate to Actuate 11 when the testing is
complete. Earlier Actuate releases and Actuate 11 can coexist on the same
machine. You must install products at different release levels in different folders.
You cannot mix Actuate products from different release levels. For example, you
cannot use Actuate 10 design tools with BIRT iServer Release 11.
How and when you upgrade to Actuate 11 depends on your site configuration
and requirements. Complete the following general tasks in this order to
determine how to upgrade your site to Actuate 11:
■
Create a test environment for Actuate 11. The test environment can be on the
same machine that hosts the earlier Actuate installation or on a separate
machine.
■
Install the software in the test environment and upgrade earlier versions of
designs and files. Also update any custom applications that you built using
Actuate iServer Integration Technology. Verify that your applications work
properly in the test environment.
■
Ask application developers and a few users to perform some typical tasks in
the test environment.
■
Create a production staging area.
■
Install the remaining Actuate 11 desktop products, if required, in production
environments on the user workstations. Verify that the desktop products
function properly.
■
Schedule a low-impact time to switch to Actuate 11 to complete the transition.
Chapter 2, Installing BIRT iSer ver
47
Setting up a production staging area
A production staging area is one that you can use for testing and also configure as
the live production system. The production staging area can be a separate
configuration on the live production machine or a separate machine. You can
install all Actuate 11 products or the Actuate 11 server products and a subset of
the desktop products.
If you plan to test Actuate 11 desktop products, identify which users to include in
the final testing. Developers and users can then confirm that applications perform
as expected in the Actuate 11 production staging environment.
Complete the following general tasks to test Actuate 11:
■
Install BIRT iServer Release 11 software in a production staging area.
■
Install Actuate 11 desktop software on the test user machines. Using separate
folders, you can install Actuate 11 desktop software in conjunction with the
earlier desktop software. Users can continue to use the existing Actuate
software in production while testing the Actuate 11 desktop software.
■
Verify that the Actuate 11 production staging environment works correctly.
■
Install the remaining Actuate 11 desktop products, if you installed a subset
earlier.
■
Verify that all the Actuate 11 desktop products work correctly.
■
Begin setting up a production environment, described in the following section.
Setting up a production environment
When testing is complete, confirm that your applications work as expected in the
Actuate 11 environment. Set up the production environment and schedule a date
and time to switch from earlier versions to Actuate 11.
When you switch to Actuate 11, use the following procedure list as a general
guideline:
■
Shut down all Actuate servers.
■
Back up earlier Actuate Encyclopedia volumes.
■
Upgrade existing Encyclopedia volume schemas. Install upgraded design and
document files.
To upgrade from Actuate 10, for example, perform one of the following
operations:
■
48
If you are replacing your Actuate 10 system, upgrade BIRT iServer system
by installing Actuate 11 program files in the same directory structure as
Actuate 10 and data files in a separate area of the file storage system.
Installing BIRT iSer ver for Windows
Uninstall BIRT iServer Release 11 from your production staging area and
reinstall it in place of your existing Actuate 10 installation. The installer
upgrades the Encyclopedia volumes when it starts.
■
■
If you are running both Actuate 10 and Actuate 11, you can migrate
volumes to the Actuate 11 location.
Use the Actuate 11 Squirrel Data Exporter and Encyclopedia Data Store
Administrator utilities to migrate an Actuate 10 Encyclopedia volume to
the Actuate 11 Encyclopedia location. Confirm that all partitions for
Actuate 11 are in the active state before you use these utilities.
Install upgraded design and document files.
Encyclopedia volume data is located separately from iServer binaries in
Release 11.
■
Start BIRT iServer Release 11.
■
Inform users that they can start using Actuate 11 design tool products.
Chapter 2, Installing BIRT iSer ver
49
50
Installing BIRT iSer ver for Windows
Chapter
Chapter 3
Installing BIRT iServer
using an alternative
database
This chapter discusses the following topics:
■
Preparing to install BIRT iServer using an alternative database
■
Installing an Encyclopedia volume that uses an alternative database
C h a p t e r 3 , I n s t a l l i n g B IRT i S e r ver u s i n g a n a l t e r n a t i ve d a t a b a s e
51
Preparing to install BIRT iServer using an alternative
database
When installing BIRT iServer Release 11, the administrator must choose to use the
out-of-the-box (OOTB) PostgreSQL database or an alternative data store, such as
DB2, Microsoft SQL Server, Oracle, or a pre-existing PostgreSQL instance to store
Encyclopedia volume metadata. This chapter describes how to install a new
instance of BIRT iServer Release 11, using an alternative data store.
For all database systems other than OOTB PostgreSQL, the database
administrator must create the system and Encyclopedia volume schemas and an
iServer application user before installing BIRT iServer. During the iServer
installation, the administrator provides the iServer system name, plus the system
and Encyclopedia volume schema owner, and iServer application user
credentials. The iServer installation program creates the necessary database
structures, then loads the metadata.
Creating an account with Windows administrator
privileges
Before installing iServer, create a Windows user account that is a member of the
Administrators group. Use this account when installing and running iServer.
The iServer user account must meet the following requirements:
■
Be a member of the Windows Administrators group.
The account must have privileges to access the required software and
hardware, such as database servers, printers, and iServer files and folders.
■
Have log on as a service privilege.
If the account does not meet this requirement, the iServer installation program
prompts you to configure the privilege to run the Windows Actuate iServer
service.
On a new Windows Vista installation, the initial user account is not a member of
the Administrators group. You must configure this user account to be a member
of this group.
Creating the iServer system and Encyclopedia volume
schemas and iserver user in an alternative database
Before installing BIRT iServer to use a pre-existing RDBMS, the database
administrator must first run SQL scripts that contain the appropriate Data
Definition Language (DDL) statements to create a database and the following
schema owner and application user accounts with appropriate privileges:
52
Installing BIRT iSer ver for Windows
■
iServer system schema owner
■
Encyclopedia volume schema owner
■
iServer application user
Restrict schema and the iServer application user names to alphanumeric and
underscore characters with an initial alphabetic character in the pattern [a-z][a-z
0-9]*. Do not use a hyphen.
In an environment containing multiple Encyclopedia volume schemas, Actuate
recommends using one iServer application user with privileges on all the
schemas. This configuration allows iServer to maximize connection pooling and
minimize the number of connections to the RDBMS.
Creating the system and Encyclopedia volume schemas and
iserver user in a pre-existing PostgreSQL database
The following SQL scripts provide an example of DDL statements that create the
database, schema owners, and an iServer application user role, then grant
privileges in a pre-existing PostgreSQL server installation. These steps are not
necessary when adding an Encyclopedia volume to an existing schema.
The PostgreSQL database administrator may need to modify these SQL
command examples for a specific PostgreSQL installation. In the commands,
substitute system and volume schema names appropriate to your environment.
Creating a database
Connect to the PostgreSQL system database as a user with full administrator
privileges, typically named postgres, and execute the following SQL commands
to create a database named iserver:
CREATE DATABASE iserver
WITH OWNER = "postgres"
TEMPLATE = template0 ENCODING = 'UTF-8';
REVOKE ALL ON DATABASE iserver FROM PUBLIC;
In the iserver database, create the plpgsql procedural language by executing the
following SQL command:
CREATE LANGUAGE plpgsql;
Plpgsql is a superset of PostgreSQL SQL that supports advanced programming
features, such as variables, conditional expressions, iterative constructs, and
events. If the language is already installed, an error message appears. If so, ignore
the message.
Creating the system schema owner
In an iServer installation, the system schema owner must have the same name as
the system schema. The system schema owner has all privileges on the schema
C h a p t e r 3 , I n s t a l l i n g B IRT i S e r ver u s i n g a n a l t e r n a t i ve d a t a b a s e
53
used for the system data store and can grant privileges to other users. The system
schema owner must be able to create database objects, such as tables and indexes.
The following commands create a user role named ac_corp_system with
appropriate privileges to connect to the previously created iserver database.
Connect to the PostgreSQL system database as a user with full administrator
privileges and execute the following SQL commands:
CREATE ROLE ac_corp_system LOGIN PASSWORD 'password';
GRANT CONNECT ON DATABASE iserver TO ac_corp_system;
Creating the Encyclopedia volume schema owner
In an iServer installation, the Encyclopedia volume schema owner must have the
same name as the Encyclopedia volume schema. The Encyclopedia volume
schema owner has all privileges on the schema used for the Encyclopedia volume
data store and can grant privileges to other users. The Encyclopedia volume
schema owner must be able to create database objects, such as tables and indexes.
The following commands create a user role named ac_corp with appropriate
privileges to connect to the previously created iserver database. Connect to the
PostgreSQL system database as a user with full administrator privileges and
execute the following SQL commands:
CREATE ROLE ac_corp LOGIN PASSWORD 'password';
GRANT CONNECT ON DATABASE iserver TO ac_corp;
Creating the iServer application user
iServer connects to the database as an application user. The application user
requires only the privileges necessary to perform basic SQL Data Manipulation
Language (DML) operations, such as SELECT, INSERT, UPDATE, and DELETE.
This user does not require privileges to create or modify the structure of the
database.
The following SQL script provides an example of DDL statements that create the
iserver user role in a pre-existing PostgreSQL database. Connect to the
PostgreSQL system database as a user with full administrator privileges and
execute the following SQL commands:
CREATE ROLE iserver LOGIN PASSWORD 'password';
GRANT CONNECT ON DATABASE iserver TO iserver;
Creating the system schema
The system schema must have the same name as the system schema owner. The
following commands create a system schema named ac_corp_system, owned by
the user, ac_corp_system, then grant privileges to use that schema to the
application user role named iserver. Connect to the iserver application database,
54
Installing BIRT iSer ver for Windows
not the PostgreSQL system database, as a user with full administrator privileges
and execute the following commands:
CREATE SCHEMA ac_corp_system AUTHORIZATION ac_corp_system;
GRANT USAGE ON SCHEMA ac_corp_system TO iserver;
Creating the Encyclopedia volume schema
In an iServer installation, the Encyclopedia volume schema must have the same
name as the Encyclopedia volume schema owner. The following commands
create an Encyclopedia volume schema named ac_corp, owned by the user,
ac_corp, then grant privileges to use the schema to the application user role
named iserver. Connect to the iserver application database, not the PostgreSQL
system database, as a user with full administrator privileges and execute the
following commands:
CREATE SCHEMA ac_corp AUTHORIZATION ac_corp;
GRANT USAGE ON SCHEMA ac_corp TO iserver;
Creating the system and Encyclopedia volume schemas and
iserver user in a pre-existing Oracle database
In Oracle, there is a one-to-one relationship between a user and a schema. A
schema is not a separate entity. The iServer system schema owner has the same
name as the system schema. The Encyclopedia volume schema owner also has the
same name as the Encyclopedia volume schema.
The following SQL scripts provide an example of DDL statements that create the
database, schema owners, and iServer application user, then grant privileges in a
pre-existing Oracle database. These steps are not necessary when adding an
Encyclopedia volume to an existing schema.
The Oracle database administrator may need to modify these SQL command
examples for the specific Oracle installation. In the commands, substitute system
and schema names appropriate to your environment.
Creating the system schema owner
The iServer system schema owner has all privileges on the schema used for the
system data store and can grant privileges to other users. The system schema
owner must be able to create database objects, such as tables and indexes.
The following SQL script provides an example of DDL statements that create the
iServer system schema owner and grant privileges in a pre-existing Oracle
database:
DROP USER ac_corp_system CASCADE;
CREATE USER ac_corp_system
IDENTIFIED BY password
DEFAULT TABLESPACE USERS
TEMPORARY TABLESPACE TEMP;
C h a p t e r 3 , I n s t a l l i n g B IRT i S e r ver u s i n g a n a l t e r n a t i ve d a t a b a s e
55
GRANT CREATE TABLE TO ac_corp_system;
GRANT CREATE VIEW TO ac_corp_system;
GRANT CREATE SEQUENCE TO ac_corp_system;
GRANT CREATE TYPE TO ac_corp_system;
GRANT CREATE PROCEDURE TO ac_corp_system;
GRANT CREATE OPERATOR TO ac_corp_system;
GRANT CREATE TRIGGER TO ac_corp_system;
GRANT CREATE SESSION TO ac_corp_system;
ALTER USER ac_corp_system QUOTA UNLIMITED ON USERS;
COMMIT;
Creating the Encyclopedia volume schema owner
The Encyclopedia volume schema owner has all privileges on the schema used
for the volume data store and can grant privileges to other users. The
Encyclopedia volume schema owner must be able to create database objects, such
as tables and indexes.
The following SQL script provides an example of DDL statements that create the
Encyclopedia volume schema owner and grant privileges in a pre-existing Oracle
database:
DROP USER ac_corp CASCADE;
CREATE USER ac_corp
IDENTIFIED BY password
DEFAULT TABLESPACE USERS
TEMPORARY TABLESPACE TEMP;
GRANT CREATE TABLE TO ac_corp;
GRANT CREATE VIEW TO ac_corp;
GRANT CREATE SEQUENCE TO ac_corp;
GRANT CREATE TYPE TO ac_corp;
GRANT CREATE PROCEDURE TO ac_corp;
GRANT CREATE OPERATOR TO ac_corp;
GRANT CREATE TRIGGER TO ac_corp;
GRANT CREATE SESSION TO ac_corp;
ALTER USER ac_corp QUOTA UNLIMITED ON USERS;
COMMIT;
Creating the iServer application user
iServer connects to the database as an application user. The application user
requires only the privileges necessary to perform basic SQL Data Manipulation
Language (DML) operations, such as SELECT, INSERT, UPDATE, and DELETE.
This user does not require privileges to create or modify the structure of the
database.
The iServer installation process automatically grants the schema privileges
required by the application user. The RDBMS database administrator does not
have to configure these privileges manually.
56
Installing BIRT iSer ver for Windows
The following SQL script provides an example of DDL statements that create the
iserver user in a pre-existing Oracle database:
DROP USER iserver CASCADE;
CREATE USER iserver
IDENTIFIED BY password
DEFAULT TABLESPACE USERS
TEMPORARY TABLESPACE TEMP;
GRANT CREATE SESSION TO iserver;
ALTER USER iserver QUOTA UNLIMITED ON USERS;
COMMIT;
Creating the system and Encyclopedia volume schemas and
iserver user in a pre-existing SQL Server database
The following Transact-SQL scripts provide an example of DDL statements that
create the database, schema owners, and iServer application user, then grant
privileges in a pre-existing SQL Server database. These steps are not necessary
when adding an Encyclopedia volume to an existing schema.
The SQL Server database administrator may need to modify these SQL command
examples for the specific SQL Server installation. In the commands, substitute
system and schema names appropriate to your environment.
Creating a database
Connect to the SQL Server master database as a user with full system
administrator, sysadmin, privileges and execute the following Transact-SQL
commands to create a database named iserver:
USE master;
GO
CREATE DATABASE iserver
COLLATE SQL_Latin1_General_CP1_CI_AS;
GO
Any database created for iServer processing must use a case-insensitive collation,
such as SQL_Latin1_General_CP1_CI_AS. The names of case-insensitive
collations typically include the letters, CI.
Creating the system schema owner
In an iServer installation, the system schema owner must have the same name as
the system schema. The system schema owner has all privileges on the schema
used for the system data store and can grant privileges to other users. The system
schema owner must be able to create database objects, such as tables and indexes.
The following commands create a user named ac_corp_system to function as the
system schema owner with appropriate privileges to connect to the previously
C h a p t e r 3 , I n s t a l l i n g B IRT i S e r ver u s i n g a n a l t e r n a t i ve d a t a b a s e
57
created iserver database. Connect to the iserver database as a user with full
administrator privileges and execute the following SQL commands:
USE iserver;
CREATE LOGIN ac_corp_system
WITH PASSWORD = 'password';
CREATE USER ac_corp_system
FOR LOGIN ac_corp_system
WITH DEFAULT_SCHEMA = ac_corp_system;
GO
GRANT CONNECT TO ac_corp_system;
GRANT CREATE TABLE TO ac_corp_system;
GRANT CREATE VIEW TO ac_corp_system;
GRANT CREATE FUNCTION TO ac_corp_system;
GRANT CREATE PROCEDURE TO ac_corp_system;
GO
In the SQL Server environment, the default schema does not have to exist when
creating the user. The system administrator can create the schema later.
Creating the Encyclopedia volume schema owner
In an iServer installation, the Encyclopedia volume schema owner must have the
same name as the Encyclopedia volume schema. The Encyclopedia volume
schema owner has all privileges on the schema used for the Encyclopedia data
store and can grant privileges to other users. The Encyclopedia schema owner
must be able to create database objects, such as tables and indexes.
The following commands create an Encyclopedia volume schema owner named
ac_corp with appropriate privileges to connect to the previously created iserver
database. Connect to the iserver database as a user with full administrator
privileges and execute the following SQL commands:
USE iserver;
CREATE LOGIN ac_corp
WITH PASSWORD = 'password';
CREATE USER ac_corp
FOR LOGIN ac_corp
WITH DEFAULT_SCHEMA = ac_corp;
GO
GRANT CONNECT TO ac_corp;
GRANT CREATE TABLE TO ac_corp;
GRANT CREATE VIEW TO ac_corp;
GRANT CREATE FUNCTION TO ac_corp;
GRANT CREATE PROCEDURE TO ac_corp;
GO
In the SQL Server environment, the default schema does not have to exist when
creating the user. The system administrator can create the schema later.
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Installing BIRT iSer ver for Windows
Creating the iServer application user
iServer connects to the database as an application user. The application user
requires only the privileges necessary to perform basic SQL Data Manipulation
Language (DML) operations, such as SELECT, INSERT, UPDATE, and DELETE.
This user does not require privileges to create or modify the structure of the
database.
The following SQL script provides an example of DDL statements that create the
iserver user in a pre-existing SQL Server database. Connect to the iserver
database as a user with full administrator privileges and execute the following
SQL commands:
USE iserver;
CREATE LOGIN iserver WITH PASSWORD = 'password';
CREATE USER iserver FOR LOGIN iserver;
GO
GRANT CONNECT TO iserver;
GO
Creating the system schema
The system schema must have the same name as the system schema owner. The
following commands create a system schema named ac_corp_system and grant
ownership to the user named ac_corp_system. Connect to the iserver application
database, not the SQL Server master database, as a user with full administrator
privileges and execute the following commands:
USE iserver;
GO
CREATE SCHEMA ac_corp_system AUTHORIZATION ac_corp_system;
GO
Creating the Encyclopedia volume schema
In an iServer installation, the Encyclopedia volume schema must have the same
name as the Encyclopedia volume schema owner. The following commands
create an Encyclopedia volume schema named ac_corp and grant ownership to
the user named ac_corp. Connect to the iserver application database, not the SQL
Server master database, as a user with full administrator privileges and execute
the following commands:
USE iserver;
GO
CREATE SCHEMA ac_corp AUTHORIZATION ac_corp;
GO
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Creating the system and Encyclopedia volume schemas and
iserver user in a pre-existing DB2 database
The following SQL scripts provide an example of DDL statements that create the
database, schema owners, and iServer application user, then grant privileges in a
pre-existing DB2 database. These steps are not necessary when adding an
Encyclopedia volume to an existing schema.
The DB2 database administrator (DBA) may need to modify these SQL command
examples for the specific DB2 installation. In the commands, substitute system
and schema names appropriate to your environment.
Creating user accounts
DB2 uses operating system accounts instead of internally defined database users.
A database user must exist as an operating system user account, using the native
security mechanisms that the operating system provides, before a user can be
referenced in a DB2 system. Once a user exists in the operating system, the DB2
system administrator can assign privileges to that user using DDL statements.
Creating a database
Actuate requires a DB2 database to support VARGRAPHIC columns. DB2 does
not support UCS-2 or UTF-16 as the primary encodings for a database. DB2 also
sizes the VARCHAR data type in bytes, not characters. To work around these
issues, iServer uses VARGRAPHIC instead of VARCHAR. VARGRAPHIC stores
UTF-16 data and sizes this data in characters.
Actuate also requires a DB2 database to use a case-insensitive collation, such as
UCA500R1_LEN_S2, which is not the default. DB2 supports this functionality
only in DB2 9.5 Fix Pack 1 and later versions.
To create the iserver database, connect to the DB2 system as a user with full
administrator privileges and execute the following SQL command:
CREATE DATABASE iserver
AUTOMATIC STORAGE YES
USING CODESET UTF-8
TERRITORY US
COLLATE USING UCA500R1_LEN_S2
PAGESIZE 8192
Creating the system schema owner
The iServer system schema owner has all privileges on the schema used for the
system data store and can grant privileges to other users. The system schema
owner must be able to create database objects, such as tables and indexes.
To create the iServer system schema owner and grant privileges in a pre-existing
DB2 database, execute the following command:
GRANT CONNECT, LOAD ON DATABASE TO USER ac_corp_system;
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Installing BIRT iSer ver for Windows
Creating the Encyclopedia volume schema owner
The Encyclopedia volume schema owner has all privileges on the schema used
for the volume data store and can grant privileges to other users. The
Encyclopedia schema owner must be able to create database objects, such as
tables and indexes.
To create the Encyclopedia volume schema owner and grant privileges in a
pre-existing DB2 database, execute the following command:
GRANT CONNECT, LOAD ON DATABASE TO USER ac_corp;
Creating the iServer application user
iServer connects to the database as an application user. The application user
requires only the privileges necessary to perform basic SQL Data Manipulation
Language (DML) operations, such as SELECT, INSERT, UPDATE, and DELETE.
This user does not require privileges to create or modify the structure of the
database.
The iServer installation process automatically grants the schema privileges
required by the application user. The RDBMS database administrator does not
have to configure these privileges manually.
To create the iserver user in a pre-existing DB2 database, execute the following
command:
GRANT CONNECT ON DATABASE TO USER iserver;
Creating the system schema
The system schema must have the same name as the system schema owner. To
create a system schema named ac_corp_system and grant ownership to the user
named ac_corp_system, execute the following command:
CREATE SCHEMA ac_corp_system AUTHORIZATION ac_corp_system;
Creating the Encyclopedia volume schema
In an iServer installation, the Encyclopedia volume schema must have the same
name as the Encyclopedia volume schema owner. To create an Encyclopedia
volume schema named ac_corp and grant ownership to the user named ac_corp,
execute the following command:
CREATE SCHEMA ac_corp AUTHORIZATION ac_corp;
Adding support for the digit wildcard character in
iServer when the metadata database is DB2
In a standalone iServer installation that uses DB2 to store Encyclopedia volume
metadata, the pound sign ('#') in iServer is treated as a single alphanumeric
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wildcard character instead of a digit wildcard character. This limitation exists
because DB2 does not support regular expressions in SQL syntax.
The administrator can add regular expression testing capability to DB2 by
creating a User Defined Function, or UDF. The following article documents this
approach:
http://www.ibm.com/developerworks/data/library/techarticle
/dm-1011db2luwpatternmatch/index.html
The solution consists of the following parts:
■
Create a Java implementation that performs the regular-expression testing
functionality. In the article, IBM provides the sample java code for such an
implementation. See the Implementation section in the article. IBM also
provides the pre-built java package, db2_regex.jar, for download. See the
Download section in the article.
■
Create a UDF to access the external Java method. Use the following sample
implementation as an example:
CREATE OR REPLACE FUNCTION REGEXP_LIKE(SOURCE VARCHAR(3000),
REGEX VARCHAR(512),
MODE VARCHAR(3))
RETURNS INTEGER
FENCED
NOT DETERMINISTIC
NO SQL
LANGUAGE JAVA
PARAMETER STYLE JAVA
EXTERNAL NAME
'db2_regex:com.ibm.avalanche.udf.regex.Regexp.regexpLike'
NO EXTERNAL ACTION
@
You can create this method in a schema that the Encyclopedia volume schema
owner accesses.
After creating the UDF, grant execute privileges to the volume schema user as
well as to the iServer application user by executing the following DDL
statements:
GRANT EXECUTE ON FUNCTION REGEXP_LIKE( VARCHAR(3000),
VARCHAR(512),
VARCHAR(3) )
TO USER /* volume schema user */ WITH GRANT OPTION
GRANT EXECUTE ON FUNCTION REGEXP_LIKE( VARCHAR(3000),
VARCHAR(512),
VARCHAR(3) )
TO USER /* iServer application user */
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Installing BIRT iSer ver for Windows
To support the encyclopedia engine smart search capability to use this regular
expression UDF, update the DB2.xml file in the AC_SERVER_HOME\etc
\DataStores\DatabaseConfiguration folder. Change the MatchOpMapper section
from the following:
<MatchOpMapper SingleMatch="_"
GreedyMatch="%"
DigitMatch="_"
EscapeTemplate="@$"
AdditionalSpecialChars="@">
<FunctionMappings>
<FunctionMapping FunctionName="MATCH">
$P0 LIKE $P1 ESCAPE '@'
</FunctionMapping>
</FunctionMappings>
</MatchOpMapper>
to the following:
<MatchOpMapper SingleMatch="."
GreedyMatch=".*"
DigitMatch="[0-9]"
AdditionalSpecialChars="\^.$|()[]*+?{},">
<FunctionMappings>
<FunctionMapping FunctionName="MATCH">
REGEXP_LIKE
( $P0 , '^' || $P1 || '$$', 'c' ) > 0
</FunctionMapping>
</FunctionMappings>
</MatchOpMapper>
Note that you may need to prefix the UDF REGEXP_LIKE with the schema name,
depending on where the function is located.
Filtering for a user name returns an empty result if
name contains certain special characters
In Management Console—Users, if iServer uses a PostgreSQL database to store
metadata, filtering on a user name returns an empty result when certain special
characters are used in the filter string. For example, if you filter on a user name
containing one or more of the letters, é, à, è, ü, ä, ö, ê, or ô, iServer does not find
the name, using following default locale collation and type settings:
CREATE DATABASE iserver
WITH OWNER = postgres
ENCODING = 'UTF8'
LC_COLLATE = 'C'
LC_CTYPE = 'C'
CONNECTION LIMIT = -1;
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To resolve this problem, perform the following tasks:
1 Export the iserver database to a dump file.
2 Create a new database named iserver. If you are running iServer on a
Windows machine, execute the following DDL statements to recreate the
database:
CREATE DATABASE iserver
WITH OWNER = "postgres"
TEMPLATE = template0 ENCODING = 'UTF-8'
LC_COLLATE = 'English, United States'
LC_CTYPE = 'English, United States'
CONNECTION LIMIT = -1;
If you are running iServer on a Linux or UNIX machine, execute the following
DDL statements to recreate the database:
CREATE DATABASE iserver
WITH OWNER = "postgres"
TEMPLATE = template0 ENCODING = 'UTF-8'
TABLESPACE = pg_default
LC_COLLATE = 'en_US.UTF8'
LC_CTYPE = 'en_US.UTF8'
CONNECTION LIMIT = -1;
3 Import the data back into the newly created iserver database.
Backing up iServer system and Encyclopedia volume
metadata
The third-party database schemas that contain iServer system and Encyclopedia
volume metadata are critical components of BIRT iServer System. To guard
against data loss, the database administrator must back up the schemas using the
tools and resources of the third-party database system.
An iServer system administrator must take all necessary precautions to ensure
that the schemas are properly backed up to safeguard the metadata. Please
consult Actuate Support at the time of installation if you have any questions
about these backup procedures to protect against the possibility of catastrophic
failure. For information on the recommended procedures to back up an iServer
system and Encyclopedia volume schemas in the Release 11 environment, see
Chapter 10, “Backing up an Encyclopedia volume,” later in this book.
When installing BIRT iServer, be sure to run the same versions of all products.
Upgrade all products at the same time to maintain consistency in the versions
you run.
If you are a purchasing customer, you can download iServer from an Actuate ftp
site. If you are evaluating BIRT iServer, you can download iServer from BIRT
Exchange at the following location:
http://www.birt-exchange.com
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Installing BIRT iSer ver for Windows
Actuate also supports the cloud deployment of BIRT iServer using a ready-tolaunch iServer image. For more information about this installation option, see
Chapter 6, “Installing BIRT iServer in a cloud,” later in this book. For information
about the new Release 11 BIRT iServer System architecture, see Chapter 1,
“Understanding Actuate BIRT iServer architecture,” earlier in this book.
The following section describes how to install BIRT iServer Release 11 using
PostgreSQL as an alternative data store.
Installing an Encyclopedia volume that uses an
alternative database
The following procedures use a pre-existing PostgreSQL database and schema as
an example. During the iServer installation, the administrator provides the
schema owner and database user credentials. The iServer installation program
creates the necessary volume database structures, then loads the metadata.
How to install an Encyclopedia volume that uses an alternative database
1 Download the iServer distribution package from an FTP software distribution
site. Extract the files. Run the self-extracting executable file,
ActuateBIRTiServer.exe. The welcome message appears, as shown in
Figure 3-1. Choose Next.
Figure 3-1
Viewing the welcome message
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65
2 Read and accept the license agreement, as shown in Figure 3-2. Choose Next.
Figure 3-2
Accepting the license agreement
3 The setup installs the prerequisite components that BIRT iServer requires, as
shown in Figure 3-3. Choose Next.
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Installing BIRT iSer ver for Windows
Figure 3-3
Installing prerequisites
4 In Setup Type, as shown in Figure 3-4, choose Typical to install a supported
relational database management system (RDBMS) for the Encyclopedia
volume, such as OOTB PostgreSQL or a pre-existing DB2, Microsoft SQL
Server, Oracle or PostgreSQL RDBMS.
In Destination Folder, accept the default or choose a new destination folder for
the Program and Data locations.
iServer uses the Program location to resolve the paths to all the binaries that it
launches. The environment variable, AC_SERVER_HOME, points to the
location of the iServer binaries. The default path for the program location is
C:/Program Files/Actuate11SP4/iServer.
iServer uses the Data location to store the iServer logs, Encyclopedia volume
data, and other related data. The environment variable, AC_DATA_HOME,
points to the iServer data location. The default path is C:/Actuate/iServer
/data.
Choose Next.
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Figure 3-4
Specifying Typical setup type
5 In Encyclopedia Metadata Storage, select DB2, Oracle, PostgreSQL, or SQL
Server to use as a pre-existing third-party database for storing Encyclopedia
volume metadata. This example uses the PostgreSQL RDBMS, as shown in
Figure 3-5. In System Name, type a name for the BIRT iServer system. Restrict
the name to alphanumeric and underscore characters with an initial alphabetic
character in the pattern [a-z][a-z 0-9]*. Do not use a hyphen.
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Installing BIRT iSer ver for Windows
Figure 3-5
Choosing a third-party database
6 After you chose DB2, Oracle, PostgreSQL, or SQL Server in the previous step,
3rd Party Database Information appears. Depending on which alternative
database you selected, provide the following database information. Then,
choose Next:
■
DB2
For a pre-existing DB2 installation, type the server hostname. In Database,
specify the name of the database, such as iserver. Type the port. By default,
the port is 50000. You can leave IANAAppCodePage blank. In Database
User credentials, specify the iserver application user and a password, as
shown in Figure 3-6.
■
Oracle
For a pre-existing Oracle installation, type the server hostname and port.
By default, the port is 1521.
In Service Name, type a valid service name, such as orcl.actuate.com, that
identifies the Oracle database server on which you want to install the
Encyclopedia volume metadata. Do not use just the system identifier (SID).
Provide the complete reference to the server, including the domain. When
using a service name, leave TNS Server Name and TNS Names File left
blank. When using a Transparent Network Substrate (TNS) service, leave
service name blank.
In Database User Credentials, specify the iserver application user and a
password, as shown in Figure 3-7.
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70
Figure 3-6
Specifying third-party database information for DB2
Figure 3-7
Specifying third-party database information for Oracle
Installing BIRT iSer ver for Windows
■
PostgreSQL
For a pre-existing PostgreSQL installation, type the server hostname and
port. By default, the port is 5432. In Database, specify the name of the
database, such as iserver. In Database User credentials, specify the iserver
application user and a password, as shown in Figure 3-8.
■
SQL Server
For a pre-existing SQL Server installation, type the server hostname and
port. By default, the port is 1433. In Database, specify the name of the
database, such as iserver. In Instance, type the SQL Server instance name.
In Figure 3-9, Instance contains the SQL Server default instance name.
Specify the iserver application user in Database User credentials, as shown
in Figure 3-9.
Figure 3-8
Specifying third-party database information for PostgreSQL
7 In Database Schema Information, type the system schema owner, password,
and confirm the password in System Database Schema Credentials. Type the
Encyclopedia database schema owner, password, and confirm the password
in Encyclopedia Database Schema Credentials, as shown in Figure 3-10.
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71
72
Figure 3-9
Specifying third-party database information for SQL Server
Figure 3-10
Specifying System and Encyclopedia schema passwords
Installing BIRT iSer ver for Windows
8 In License File Details, select Use the license that you purchased. Choose
Browse then navigate to and choose the license file, as shown in Figure 3-11.
Choose Next.
Figure 3-11
Specifying the license file
When installing using a named user license, a prompt appears advising you to
check that the volume does not exceed the number of registered users
authorized by the license, as shown in Figure 3-12.
Figure 3-12
Viewing the named user license question
Choose Yes to continue the installation.
9 In Locale Information, choose Next to accept the default language and time
zone, as shown in Figure 3-13.
Alternatively, choose the language and locale settings for your region.
10 In Specify Profiles, type the user name, password, and confirm the password
for the account used to start the Actuate BIRT iServer 11 service, as shown in
Figure 3-14. The account must be a member of the Administrators group.
Actuate recommends that you limit access to this account for security reasons.
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Accept Automatically start the BIRT iServer 11 service when Windows boots,
as shown in Figure 3-14. If you deselect this option, you must start the service
manually from Windows Services. Choose Next.
Figure 3-13
74
Specifying locale information
Installing BIRT iSer ver for Windows
Figure 3-14
Specifying the account for running the iServer service
If prompted to add Log on as a service privilege, choose Yes, as shown in
Figure 3-15.
Figure 3-15
Setting the Windows local security policy
11 In System Configuration Password, type and confirm a password for
Configuration Console, as shown in Figure 3-16. For both Configuration
Console and Management Console, the default user name is Administrator.
The Administrator account for Management Console has no password
initially. You can log in to these consoles and change the password settings
after installing iServer. Choose Next.
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Figure 3-16
Specifying the password for using Configuration Console
12 In Start Copying Files, review the settings shown in Figure 3-17. Choose Next.
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 3-18.
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Installing BIRT iSer ver for Windows
Figure 3-17
Reviewing settings before copying files
Figure 3-18
Viewing setup status
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13 Choose Finish to exit the wizard, as shown in Figure 3-19.
Figure 3-19
Exiting the installation wizard
14 The installation program prompts you to install the online help from the
following location, as shown in Figure 3-20:
http://www.actuate.com
Figure 3-20
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows,
choose Start➛ Actuate 11➛Update Documentation.
The installation program installs shortcuts on the desktop, as shown in
Figure 3-21.
Figure 3-21
78
Viewing iServer shortcuts on the desktop
Installing BIRT iSer ver for Windows
These shortcuts provide access to the following iServer components:
■
iServer Management Console
Launches Management Console to set up user accounts and run reports.
■
iServer 11
Opens Welcome to Actuate iServer from which you can log in to Information
Console to perform tasks, such as accessing folders and viewing reports.
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Installing BIRT iSer ver for Windows
Chapter
Chapter 4
Upgrading BIRT iServer
This chapter discusses the following topics:
■
Upgrading BIRT iServer
■
Preparing to upgrade BIRT iServer
■
Performing an automatic in-place upgrade for an earlier major release
■
Performing an automatic in-place upgrade for an earlier minor release
■
Performing a manual side-by-side upgrade
■
Working with iServer utilities
Chapter 4, Upgrading BIRT iSer ver
81
Upgrading BIRT iServer
When upgrading to BIRT iServer Release 11, the administrator must choose to use
the out-of-the-box (OOTB) PostgreSQL database or another data store, such as
DB2, Microsoft SQL Server, Oracle, or a pre-existing PostgreSQL instance to store
Encyclopedia volume metadata. The administrator upgrades iServer and the
Encyclopedia volume database using one of the following options:
■
Automatic in-place upgrade
Upgrades an earlier iServer system in place for a major release, such as Release
10 Service Pack 1, or a minor release, such as Release 11 Service Pack 3,
automatically migrating one or more existing Encyclopedia volumes during
the installation process.
■
Manual side-by-side upgrade
Upgrades a new Release 11 iServer system in the environment side-by-side
with an earlier iServer System, such as Release 10 Service Pack 1. During
installation, the administrator chooses whether to install the default volume
with sample designs and documents. After installation, the administrator uses
the Squirrel Data Exporter and Encyclopedia Data Store Administrator
utilities to migrate the volumes manually from the older system to the Release
11 iServer.
Actuate recommends the side-by-side, manual upgrade procedure as a best
practice since this process does not install in the same location as the previous
installation. For more information about manually upgrading in a side-by-side
installation scenario, see “Performing a manual side-by-side migration,”, later
in this chapter.
Preparing to upgrade BIRT iServer
Before running the BIRT iServer upgrade program, the system administrator
must prepare the environment by performing the following tasks:
■
Create a dedicated user account with administrator privileges for installing
and running iServer
■
Back up iServer system and Encyclopedia volume metadata
Creating an account with Windows administrator
privileges
Actuate recommends creating a dedicated user account for installing and running
iServer. Having a dedicated user account isolates iServer-specific issues and
events on a machine, making it easier to administer the environment.
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Installing BIRT iSer ver for Windows
Before installing iServer, create a Windows user account that is a member of the
Administrators group. Use this account when installing and running iServer.
The iServer user account must meet the following requirements:
■
Be a member of the Windows Administrators group.
The account must have privileges to access the required software and
hardware, such as database servers, printers, and iServer files and folders.
■
Have log on as a service privilege.
If the account does not meet this requirement, the iServer installation program
prompts you to configure the privilege to run the Windows Actuate iServer
service.
On a new Windows Vista installation, the initial user account is not a member of
the Administrators group. You must configure this user account to be a member
of this group.
When installing iServer in Windows 2003, create a Windows user account that is a
member of the Power Users not the Administrators group. Make sure that the
Account has permission to access any printers required for printing. Perform the
installation using an account that has Administrator privileges. During the
installation, when prompted to specify the user account to run the iServer service,
specify the Power User account.
For more information about configuring a Power User and iServer account and
log on as a service privilege, see “Creating an account with Windows
administrator privileges,” in Chapter 2, “Installing BIRT iServer.”
Backing up iServer system and Encyclopedia volume
metadata
When upgrading iServer to Release 11, be sure to create a backup of the earlier
Encyclopedia volume before performing the upgrade operation. In Release 11,
there is no automatic rollback capability during an upgrade. In the event of a
failure, the administrator must uninstall the new version of iServer, reinstall the
previous version, and use the backup to restore the Encyclopedia volume to its
previous state if a rollback becomes necessary.
The third-party database schemas that contain iServer system and Encyclopedia
volume metadata are critical components of BIRT iServer System. To guard
against data loss, the database administrator must back up the Encyclopedia
volume schemas using the tools and resources of the third-party database system.
It is necessary to back up all Encyclopedia volume metadata and file data to
ensure the recoverability of the volume in the event of failure.
In Release 11, it is not necessary to back up the iServer system schema, although
future versions may require this operation to protect critical system metadata.
The administrator can restore a corrupted or missing system schema using the
Chapter 4, Upgrading BIRT iSer ver
83
System Data Store Administrator utility. For more information on this utility, see
“Specifying System Data Store Administrator properties,” later in this chapter.
An iServer system administrator must take all necessary precautions to ensure
that the schemas are properly backed up to safeguard the metadata. Please
consult Actuate Support at the time of installation if you have any questions
about these backup procedures to protect against the possibility of catastrophic
failure. For information on the recommended procedures to back up an iServer
system and Encyclopedia volume schemas in the Release 11 environment, refer to
Chapter 10, “Backing up an Encyclopedia volume,” later in this book.
When installing BIRT iServer, be sure to run the same versions of all products.
Upgrade all products at the same time to maintain consistency in the versions
you run.
To upgrade an iServer earlier than Release 8 Service Pack 1, you must first
migrate to Release 8 Service Pack 1, 9, or 10, then upgrade to Release 11.
If you are a purchasing customer, you can download iServer from an Actuate ftp
site. If you are evaluating BIRT iServer, you can download iServer from BIRT
Exchange at the following location:
http://www.birt-exchange.com
Actuate also supports the cloud deployment of BIRT iServer using a ready-tolaunch iServer image. For more information about this installation option, see
Chapter 6, “Installing BIRT iServer in a cloud,” later in this book. For information
about the new Release 11 BIRT iServer System architecture, see Chapter 1,
“Understanding Actuate BIRT iServer architecture,” earlier in this book.
The following sections describe how to install BIRT iServer Release 11 as an
upgrade using the available installation options.
Performing an automatic in-place upgrade for an earlier
major release
In an automatic in-place upgrade for an earlier major release, such as Release 10
Service Pack 1, the installation program performs the following operations:
84
■
Installs and initializes iServer and the OOTB PostgreSQL relational database
management system (RDBMS).
■
Creates the iserver user in the OOTB PostgreSQL RDBMS to access the system,
initializing the iserver user password to the PostgreSQL superuser password.
■
Updates the iServer configuration file, specifying the volume, database, and
connection information for the default volume.
Installing BIRT iSer ver for Windows
The automatic upgrade also performs the following operations during
installation:
■
Creates the system and volume schemas, initializing these schemas with basic
configuration information.
■
Creates a separate schema for each Encyclopedia volume
■
Creates the iServer configuration file, specifying system, volume, and
connection information for the default installation
■
Migrates all Encyclopedia volumes automatically
After upgrading from an earlier major release, the administrator can use the
iServer migration utilities to move the metadata content from the embedded
PostgreSQL database to another supported RDBMS, such as SQL Server, Oracle,
or DB2. For more information on using the iServer migration utilities, see
“Working with iServer utilities,” later in this chapter.
Alternatively, iServer supports a manual, side-by-side upgrade to a new Release
11 iServer in a path separate from the earlier release. For more information, see
“Performing a manual side-by-side migration,” later in this chapter.
The following section describes how to perform an automatic in-place upgrade of
an earlier major BIRT iServer release, such as Release 10 Service Pack 1, to
Release 11 Service Pack 4.
Stopping and starting Actuate 10 BIRT iServer and
NobleNet Portmapper services
This installation program can encounter a problem overwriting a file linked with
a running process. Before running the installation program, shut down these
services in the following order before running the in-place upgrade for the
Release 10 version:
■
Actuate 10 BIRT iServer service
■
NobleNet Portmapper service
If you do not shut down the Actuate 10 BIRT iServer service, the installation
program prompts you to do so.
How to stop Actuate iServer 10 service
1 Choose Start➛Settings➛Control Panel.
On Control Panel, choose Administrative Tools.
On Administrative Tools, choose Services.
Chapter 4, Upgrading BIRT iSer ver
85
2 On Services, select Actuate iServer 10 service, as shown in Figure 4-1. Then,
choose Stop the service.
Figure 4-1
Stopping the Actuate iServer 10 service
The service stops, as shown in Figure 4-2.
Figure 4-2
Viewing Services after BIRT iServer service stops
How to shut down NobleNet Portmapper
Stop NobleNet Portmapper by performing the following tasks:
1 Choose Start➛Programs➛Administrative Tools➛Services.
2 In Services, select NobleNet Portmapper for TCP then choose Stop.
Alternatively, open a command prompt and run the following command:
net stop "NobleNet Portmapper for TCP
Uninstalling iServer removes the NobleNet Portmapper service. If a co-existing
iServer is present in the environment, the administrator can manually start the
NobleNet Portmapper service for an installation using a custom batch file.
86
Installing BIRT iSer ver for Windows
The batch file starts the NobleNet Portmapper for TCP service for an iServer
installation by executing portserv.exe, located in AC_SERVER_HOME/bin.
In a default iServer Release 11 Service Pack 4 installation, the path for
AC_SERVER_HOME is:
C:\Program Files\Actuate11SP4\iServer
How to manually start a NobleNet Portmapper service
Create a custom batch file and manually start the NobleNet Portmapper service
by performing the following tasks:
1 In Windows Explorer, navigate to AC_SERVER_HOME/bin.
2 In AC_SERVER_HOME/bin, using a text editor, create a file containing the
commands shown in Listing 4-1.
3 Save the file as a .bat file, for example, SwitchPortmapperService.bat.
4 Open a command prompt and navigate to AC_SERVER_HOME/bin.
5 Execute SwitchPortmapperService.bat. In Windows 7, Vista, or other
operating system version, you may need to run as administrator to start the
service.
Listing 4-1 contains an example of a batch file that manually starts the NobleNet
Portmapper service in an iServer Release 11 Service Pack 4 installation.
Listing 4-1
Creating a .bat file to point iServer to portserv.exejj
REM Edit AC_SERVER to point to the iServer program files location
SET AC_SERVER=C:\Program Files\Actuate11SP4\iServer
REM Run Service Control(SC) Manager to start portmapper service
sc Stop "NobleNet Portmapper for TCP"
sc Config "NobleNet Portmapper for TCP" binpath= "%AC_SERVER%\bin
\portserv.exe tcp" start= auto
sc Start "NobleNet Portmapper for TCP"
Running the in-place upgrade on an earlier major
release
The following procedure describes step-by-step how to perform an automatic
upgrade in place of an earlier major version of iServer to BIRT Release 11.
How to run the in-place upgrade on an earlier major release
1 Although the install program saves these files during an upgrade, Actuate
recommends that you make a backup copy of the following files before
installing:
■
encyc directories from all nodes
■
acserverconfig.xml in the /etc directory
Chapter 4, Upgrading BIRT iSer ver
87
■
acpmdconfig.xml in the /etc directory
■
RSSE code and associated files if you use the Open Security option
2 Download the iServer distribution package from an FTP software distribution
site. Extract the files. Run the self-extracting executable file,
ActuateBIRTiServer.exe. The welcome message appears, as shown in
Figure 4-3. Choose Next.
Figure 4-3
Viewing the welcome message
3 Read and accept the license agreement, as shown in Figure 4-4. Choose Next.
88
Installing BIRT iSer ver for Windows
Figure 4-4
Viewing the license agreement
4 The setup installs the prerequisite components that BIRT iServer requires, as
shown in Figure 4-5. Choose Next.
Figure 4-5
Installing Prerequisites
5 In Setup Type, perform the following tasks:
Chapter 4, Upgrading BIRT iSer ver
89
1 Select Typical setup type.
2 In Destination Folder, accept the default or choose a new destination folder
for the Program and Data locations.
iServer uses the Program location to resolve the paths to all the binaries
that it launches. The environment variable, AC_SERVER_HOME, points to
the location of the iServer binaries. The default path for the program
location is C:/Program Files/Actuate11SP4/iServer.
iServer uses the Data location to store the iServer logs, Encyclopedia
volume files, and run-time data, including PostgreSQL data. The
environment variable, AC_DATA_HOME, points to the location of the
iServer data. When upgrading from an earlier major version of iServer,
such as Release 10, the default path for the data location is C:/Actuate
/iServer/data.
Select Upgrade Existing iServer and Migrate the Encyclopedia Data. The
installer lists the Existing iServer Location, as shown in Figure 4-6.
Check that the Existing iServer Location matches the location of the old
files that you are upgrading. Choose Next.
Figure 4-6
Choosing to upgrade iServer and migrate the Encyclopedia
6 A message appears stating that the install program is migrating a previous
version of the Encyclopedia volume, as shown in Figure 4-7. Choose OK.
90
Installing BIRT iSer ver for Windows
Figure 4-7
Confirming volume migration
7 If you have not shut down the iServer service, a prompt instructs you to shut
down the service, as shown in Figure 4-8. Perform the following tasks:
1 Choose OK on the prompt shown in Figure 4-8.
2 Shut down the Actuate iServer service.
3 On Setup Type, choose Next.
Figure 4-8
Choosing OK to shut down the iServer service
8 On Encyclopedia Metadata Storage, accept the default database, Bundled
PostgreSQL. In System Name, type a name for the BIRT iServer System name,
as shown in Figure 4-9. iServer inserts this name into the Encyclopedia
volume schema and the iServer system schema names. Choose Next.
Figure 4-9
Accepting metadata database type
Chapter 4, Upgrading BIRT iSer ver
91
9 On PostgreSQL Database Information, in Database Credentials, type and
confirm a password, as shown in Figure 4-10. iServer creates the following
accounts automatically, using this password for each account:
■
postgres
The PostgreSQL database superuser. The database superuser administers
the PostgreSQL relational database management system (RDBMS).
■
ac_<BIRT iServer System name>_system
The System schema owner. iServer creates the iServer system schema and
gives it this name.
■
ac_<BIRT iServer System name>
The Encyclopedia schema owner. iServer creates the Encyclopedia volume
schema and gives it this name.
In PostgreSQL Database Connection Information, accept the default port 8432
or type a new port number. Choose Next.
Figure 4-10
Specifying PostgreSQL database information
10 Choose Yes to update your license, as shown in Figure 4-11.
92
Installing BIRT iSer ver for Windows
Figure 4-11
Updating licensing
11 In License File Details, browse to and choose the license file, as shown in
Figure 4-12. Choose Next.
Figure 4-12
Specifying the license file
If installing using a named user license, a prompt appears advising you to
check that the volume does not exceed the number of registered users
authorized by the license, as shown in Figure 4-13. Choose Yes to continue,
then choose Next.
Figure 4-13
Viewing the named user license question
Chapter 4, Upgrading BIRT iSer ver
93
12 In Locale Information, choose Next to accept the default language and time
zone, as shown in Figure 4-14. Alternatively, choose the language and locale
settings for your region.
Figure 4-14
Specifying locale information
13 In Specify Profiles, type the user name and password for the account used to
start the Actuate BIRT iServer 11 service. The account must be a member of the
Administrators group. Actuate recommends that you limit access to this
account for security reasons.
If you are installing on Windows 2003, specify a user account that is in the
Power Users not the Administrators group. A user account in the
Administrators group cannot start the Actuate 11 BIRT iServer service.
Accept Automatically start the Actuate BIRT iServer 11 service when
Windows boots, as shown in Figure 4-15. If you deselect this option, you must
start the service manually from Windows Services. Choose Next.
94
Installing BIRT iSer ver for Windows
Figure 4-15
Specifying the account for running the iServer service
If prompted to add Log on as a service privilege, choose Yes, as shown in
Figure 4-16.
Figure 4-16
Setting the Windows local security policy
14 In System Configuration Password, type a password for Configuration
Console, as shown in Figure 4-17. For both Configuration Console and
Management Console, the default user name is Administrator. The
Administrator account for Management Console has no password initially.
You can log in to these consoles and change the password settings after
installing iServer. Choose Next.
Chapter 4, Upgrading BIRT iSer ver
95
Figure 4-17
Specifying the password for using Configuration Console
15 In Start Copying Files, review the settings shown in Figure 4-18. Choose Next.
Figure 4-18
96
Reviewing settings before copying files
Installing BIRT iSer ver for Windows
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 4-19.
Figure 4-19
Viewing setup status
During installation, a command prompt appears, displaying messages
regarding installation run-time processing, as shown in Figure 4-20.
Figure 4-20
Viewing run-time processing
A prompt appears, asking whether to install pgAdmin, the administration tool
for the PostgreSQL RDBMS, as shown in Figure 4-21. If you do not have
pgAdmin installed, choose Yes.
Figure 4-21
Choosing to install the pgAdmin tool
Chapter 4, Upgrading BIRT iSer ver
97
Actuate BIRT iServer Setup appears with pgAdmin III Setup appearing
immediately afterward, as shown in Figure 4-22.
Figure 4-22
Viewing Actuate BIRT iServer and pgAdmin III Setup
16 In pgAdmin III Setup, perform the following tasks:
1 In Welcome, shown in Figure 4-23, choose Next.
Figure 4-23
98
Viewing Welcome
Installing BIRT iSer ver for Windows
2 In License Agreement, select I accept the terms in the License Agreement,
as shown in Figure 4-24. Choose Next.
Figure 4-24
Accepting the license agreement
3 In Custom Setup, review the features to be installed, as shown in
Figure 4-25. Choose Next.
Figure 4-25
Viewing the features to be installed
4 In Ready to Install pgAdmin III, shown in Figure 4-26, choose Install.
Chapter 4, Upgrading BIRT iSer ver
99
Figure 4-26
Choosing to install pgAdmin II
Installing pgAdmin III appears, as shown in Figure 4-27.
Figure 4-27
Installing pgAdmin III
5 When Completed, the pgAdmin III Setup Wizard appears, as shown in
Figure 4-28, choose Finish to exit the pgAdmin III Setup Wizard.
100
Installing BIRT iSer ver for Windows
Figure 4-28
Choosing Finish
17 When the Actuate BIRT iServer 11 setup success message appears, as shown in
Figure 4-29, choose Finish to exit this wizard.
Figure 4-29
Exiting the installation wizard
18 The installation program prompts you to install the online help from the
following location, as shown in Figure 4-30:
http://www.actuate.com
Chapter 4, Upgrading BIRT iSer ver
101
Figure 4-30
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows
choose Start➛ Actuate 11➛Update Documentation.
The installation program installs shortcuts on the desktop, as shown in
Figure 4-31.
Figure 4-31
iServer shortcuts installed on the desktop
These shortcuts provide access to the following iServer components:
■
iServer Management Console
Launches Management Console to set up user accounts and run reports.
■
iServer 11
Opens Welcome to Actuate iServer from which you can log in to Information
Console to perform tasks, such as accessing folders and viewing reports.
Choose Start➛Programs➛Actuate 11➛BIRT iServer Configuration Console to
open Configuration Console. Configuration Console Log In appears, as shown in
Figure 4-32. iServer is ready for use.
Figure 4-32
Configuration Console Log In appears
About changes to the file structure
Figure 4-33 shows the results of the changes to the upgraded installation file
structure:
■
102
The location of acserverconfig.xml is AC_DATA_HOME/config/11SP4
instead of AC_DATA_HOME/config.
Installing BIRT iSer ver for Windows
■
The upgrade to Release 11 Service Pack 4 requires installing iServer program
files into a new location. In this installation, the location is /Program Files
/Actuate11SP4/iServer, which becomes the new AC_SERVER_HOME. The
pre-release program files remain intact in case the setup needs to be restored.
■
The common files location remains /Program Files/Common Files/Actuate
\11.0.
BIRT iServer
11 data
(AC_DATA_
HOME)
Pre-Release 11
iServer
installation
BIRT iServer
11 program
(AC_SERVER
_HOME
Actuate
Common Files
(pre-Release
11 and
Release 11
Figure 4-33
Viewing the file system after upgrade to Release 11SP4
Accessing the PostgreSQL Database Server using the
pgAdmin utility
After migrating the Encyclopedia volume to Release 11, you can optionally open
the pgAdmin III utility and access the PostgreSQL Database Server to browse the
Encyclopedia volume database. Actuate does not support modifying the BIRT
iServer PostgreSQL Database schema. Any changes to the schema made by the
customer, such as the addition of an index on a table, must be recreated again
manually in any future upgrade. For more information about using the pgAdmin
III utility to access the PostgreSQL Database Server to browse the Encyclopedia
volume database, see “Accessing the PostgreSQL Database Server using the
Chapter 4, Upgrading BIRT iSer ver
103
pgAdmin utility,” in Chapter 2, “Installing BIRT iServer.”
The BIRT iServer uninstall process can optionally remove the iServer installation
directory containing the encyc folder, which by default contains the postgres
database directory. The uninstall process does not uninstall the pgAdmin III
administration tool, a PostgreSQL database not residing in the
AC_DATA_HOME/encyc directory, or another third-party database used to store
the Encyclopedia volume data. You must uninstall these components separately.
Performing an automatic in-place upgrade for an earlier
minor release
When upgrading to iServer Release 11 Service Pack 4 in place from an earlier
minor release, such as Service Pack 2 or 3, the administrator upgrades iServer
using the automatic upgrade process. The automatic upgrade program performs
the following tasks:
■
Installs iServer in a new directory
■
Updates the volume schema, enabling the new iServer version to work with
your existing Encyclopedia volume or volumes
■
Brings the volume or volumes online
The upgrade from an earlier minor release automatically updates the metadata in
the installed RDBMS. In Release 11 Service Pack 3 and 4, it is not necessary to
perform a manual in-place upgrade of an Encyclopedia volume schema for any
supported RDBMS after performing the automatic, wizard-based, iServer system
upgrade.
The following sections describe how to perform an automatic in-place upgrade of
an earlier minor BIRT iServer release, such as Release 11 Service Pack 3, to
Release 11 Service Pack 4.
Stopping the Actuate 11 BIRT iServer and NobleNet
Portmapper services
This installation program can encounter a problem overwriting a file linked with
a running process. You must shut down the following services in order, before
performing the in-place upgrade from an earlier Release 11 version:
104
■
Actuate 11 BIRT iServer service
■
Actuate 11 PostgreSQL for BIRT service, if the installation uses the PostgreSQL
RDBMS
■
NobleNet Portmapper service
Installing BIRT iSer ver for Windows
How to stop the Actuate 11 BIRT iServer service
1 Choose Start➛Settings➛Control Panel.
On Control Panel, choose Administrative Tools.
On Administrative Tools, choose Services.
2 On Services, select Actuate 11 BIRT iServer Service, as shown in Figure 4-34.
Then, choose Stop the service.
Figure 4-34
Stopping the BIRT iServer service
The service stops, as shown in Figure 4-35.
Figure 4-35
Viewing Services after BIRT iServer service stops
How to shut down the Actuate 11 PostgreSQL for BIRT service
If the installation uses the PostgreSQL RDBMS, you must shut down the
Actuate 11 PostgreSQL for BIRT service by performing the following tasks:
1 Choose Start➛Programs➛Administrative Tools➛Services.
On Control Panel, choose Administrative Tools.
Chapter 4, Upgrading BIRT iSer ver
105
On Administrative Tools, choose Services.
2 On Services, select Actuate 11 PostgreSQL for BIRT Service, as shown in
Figure 4-36.
Figure 4-36
Shutting down the PostgreSQL for BIRT iServer service
The service stops, as shown in Figure 4-37.
Figure 4-37
Viewing Services after PostgreSQL service stopped
How to shut down the NobleNet Portmapper
Stop NobleNet Portmapper by performing the following tasks:
1 Choose Start➛Programs➛Administrative Tools➛Services.
2 In Services, select NobleNet Portmapper for TCP then choose Stop.
Alternatively, open a command prompt and run the following command:
net stop "NobleNet Portmapper for TCP
106
Installing BIRT iSer ver for Windows
Running the in-place upgrade on an earlier minor
release
The following procedure describes step-by-step how to perform an automatic
upgrade in place of an earlier minor version of iServer Release 11, such as Service
Pack 2 or 3.
How to run the in-place upgrade on an earlier minor release
1 Although the install program saves these files during an upgrade, Actuate
recommends that you make a backup copy of the following files before
installing:
■
encyc directories from all nodes
■
acserverconfig.xml in the AC_DATA_HOME/config directory
■
acpmdconfig.xml in the AC_SERVER_HOME/etc directory
■
RSSE code and associated files if you use the Open Security option
2 Download the iServer distribution package from an FTP software distribution
site. Extract the files. Run the self-extracting executable file,
ActuateBIRTiServer.exe. The welcome message appears, as shown in
Figure 4-38. Choose Next.
Figure 4-38
Viewing the welcome message
3 Read and accept the license agreement, as shown in Figure 4-39. Choose Next.
Chapter 4, Upgrading BIRT iSer ver
107
Figure 4-39
Viewing the license agreement
4 The setup installs the prerequisite components that BIRT iServer requires, as
shown in Figure 4-40. Choose Next.
Figure 4-40
108
Installing Prerequisites
Installing BIRT iSer ver for Windows
5 In Setup Type, perform the following tasks:
1 Select Typical setup type.
2 In Destination Folder, accept the default or choose a new destination folder
for the Program and Data locations.
iServer uses the Program location to resolve the paths to all the binaries
that it launches. The environment variable, AC_SERVER_HOME, points to
the location of the iServer binaries. The default path for the program
location is C:/Program Files/Actuate11SP4/iServer.
iServer uses the Data location to store the iServer logs, Encyclopedia
volume files, and run-time data, including PostgreSQL data. The
environment variable, AC_DATA_HOME, points to the location of the
iServer data. When upgrading from an iServer Release 11 version earlier
than 11SP3, the default path for the data location is C:/Actuate11/iServer
/data. In Service Pack 3 and later, the default path for the data location is
C:/Actuate/iServer/data. Choose Next.
The installer detects the previous Release 11 installation and selects
Upgrade Existing iServer and Migrate the Encyclopedia Data. The installer
lists the Existing iServer Location, as shown in Figure 4-41.
Check that the Existing iServer Location matches the location of the old
files that you are upgrading. Choose Next.
Figure 4-41
Choosing setup type
Chapter 4, Upgrading BIRT iSer ver
109
A message appears stating that the install program is migrating a previous
version of the Encyclopedia volume, which might take a long time, as shown
in Figure 4-42. Choose OK.
Figure 4-42
Confirming volume migration
6 If you have not shut down the BIRT iServer service, a prompt appears,
instructing you to shut down the service, as shown in Figure 4-43. Perform the
following tasks:
1 Choose OK on the prompt shown in Figure 4-43.
2 Stop the Actuate 11 BIRT iServer service.
3 On Setup Type, choose Next.
Figure 4-43
Choosing OK to shut down iServer
7 If the installation uses the PostgreSQL RDBMS, you must shut down the
Actuate 11 PostgreSQL for BIRT service before performing an upgrade. If you
have not stopped the PostgreSQL for Actuate BIRT iServer 11 service, a
prompt appears, instructing you to shut down the service, as shown in
Figure 4-44.
If you are upgrading an iServer installation that uses an alternative RDBMS,
such as DB2, Oracle, or Microsoft SQL Server, this prompt does not appear.
To shut down an Actuate 11 PostgreSQL for BIRT service, perform the
following tasks:
1 Choose OK on the prompt shown in Figure 4-44.
2 Stop the Actuate 11 PostgreSQL for BIRT iServer service.
3 On Setup Type, choose Next.
Figure 4-44
110
Choosing OK to shut down the PostgreSQL service
Installing BIRT iSer ver for Windows
8 In Specify Profiles, type the user name and password for the account used to
start the Actuate BIRT iServer 11 service. The account must be a member of the
Administrators group. Actuate recommends that you limit access to this
account for security reasons.
If you are installing on Windows 2003, specify a user account that is in the
Power Users not the Administrators group. A user account in the
Administrators group cannot start the Actuate 11 BIRT iServer service.
Accept Automatically start the Actuate BIRT iServer 11 service when
Windows boots, as shown in Figure 4-45. If you deselect this option, you must
start the service manually from Windows Services. Choose Next.
9 In System Configuration Password, type a password for Configuration
Console, as shown in Figure 4-46. For both Configuration Console and
Management Console, the default user name is Administrator. The
Administrator account for Management Console has no password initially.
You can log in to these consoles and change the password settings after
installing iServer. Choose Next.
Figure 4-45
Specifying the account for running the iServer service
Chapter 4, Upgrading BIRT iSer ver
111
Figure 4-46
Specifying the password for using Configuration Console
10 In Start Copying Files, review the settings shown in Figure 4-47. Choose Next
Figure 4-47
112
Reviewing settings before copying files
Installing BIRT iSer ver for Windows
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 4-48.
Figure 4-48
Viewing setup status
During installation, a command prompt appears, displaying messages
regarding installation run-time processing, as shown in Figure 4-49.
Figure 4-49
Viewing run-time processing
How to install pgAdmin for an installation that uses PostgreSQL RDBMS
If you are upgrading an iServer installation that uses an alternative RDBMS, such
as DB2, Oracle, or Microsoft SQL Server, skip this section and go to “How to
Chapter 4, Upgrading BIRT iSer ver
113
finish installing Actuate BIRT iServer 11,” later in this chapter.
For an installation that uses the PostgreSQL RDBMS, a prompt appears, asking
whether to install pgAdmin, the administration tool for the PostgreSQL RDBMS,
as shown in Figure 4-50. To install pgAdmin, perform the following tasks:
1 If you do not have pgAdmin installed, choose Yes.
Figure 4-50
Choosing to install the pgAdmin tool
Actuate BIRT iServer Setup appears with pgAdmin III Setup appearing
immediately afterward, as shown in Figure 4-51.
Figure 4-51
Viewing Actuate BIRT iServer and pgAdmin III Setup
2 In pgAdmin III Setup, perform the following tasks:
1 In Welcome, shown in Figure 4-52, choose Next.
114
Installing BIRT iSer ver for Windows
Figure 4-52
Viewing Welcome
2 In License Agreement, select I accept the terms in the License Agreement,
as shown in Figure 4-53. Choose Next.
Figure 4-53
Accepting the license agreement
3 In Custom Setup, review the features to be installed, as shown
inFigure 4-54. Choose Next.
Chapter 4, Upgrading BIRT iSer ver
115
Figure 4-54
Viewing the features to be installed
4 In Ready to Install pgAdmin III, shown in Figure 4-55, choose Install.
Figure 4-55
Choosing to install pgAdmin II
Installing pgAdmin III appears, as shown in Figure 4-56.
116
Installing BIRT iSer ver for Windows
Figure 4-56
Installing pgAdmin III
5 When Completed, the pgAdmin III Setup Wizard appears, as shown in
Figure 4-57, choose Finish to exit the pgAdmin III Setup Wizard.
Figure 4-57
Choosing Finish
How to finish installing Actuate BIRT iServer 11
1 When the Actuate BIRT iServer 11 setup success message appears, as shown in
Figure 4-58, choose Finish to exit this wizard.
Chapter 4, Upgrading BIRT iSer ver
117
Figure 4-58
Exiting the installation wizard
2 The installation program prompts you to install the online help from the
following location, as shown in Figure 4-59:
http://www.actuate.com
Figure 4-59
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows
choose Start➛ Actuate 11➛Update Documentation.
The installation program installs shortcuts on the desktop, as shown in
Figure 4-60.
Figure 4-60
iServer shortcuts installed on the desktop
These shortcuts provide access to the following iServer components:
■
118
iServer Management Console
Launches Management Console to set up user accounts and run reports.
Installing BIRT iSer ver for Windows
■
iServer 11
Opens Welcome to Actuate iServer from which you can log in to Information
Console to perform tasks, such as accessing folders and viewing reports.
Choose Start➛Programs➛Actuate 11➛BIRT iServer Configuration Console to
open Configuration Console. Configuration Console Log In appears, as shown in
Figure 4-61. iServer is ready for use.
Figure 4-61
Configuration Console Log In appears
About changes to the file structure
BIRT iServer
11 data
(AC_DATA_
HOME)
Earlier Release
11 iServer
installation
BIRT iServer
11 program
(AC_SERVER
_HOME
Actuate
Release 11
Common Files
Figure 4-62
Viewing the file system after upgrade to Release 11SP4
Chapter 4, Upgrading BIRT iSer ver
119
Figure 4-62 shows the results of the changes to the upgraded installation file
structure:
■
The location of acserverconfig.xml is AC_DATA_HOME/config/11SP4. In
Release 11 Service Pack 3, the location of acserverconfig.xml is
AC_DATA_HOME/config/11SP3.
■
The upgrade to Release 11 Service Pack 4 requires installing iServer program
files into a new location. In this installation, the location is /Program Files/
Actuate11SP4/iServer, which becomes the new AC_SERVER_HOME. The
pre-release program files remain intact in case the setup needs to be restored.
■
The common files location remains /Program Files/Common Files/Actuate
\11.0.
Performing a manual upgrade of an Encyclopedia
volume schema for an earlier minor release
When upgrading BIRT iServer system from an earlier minor release, such as
Release 11 Service Pack 3, you can perform a manual upgrade of an Encyclopedia
volume, if necessary. Use the Encyclopedia Data Store Upgrader utility to
complete an installation, for example, if the database is not online when the
upgrade process runs.
The following section describes how to perform a manual upgrade to an in-place
installation as an example.
How to perform a manual, in-place upgrade of an Encyclopedia volume for an earlier
minor release
1 Choose Start➛Programs➛Actuate 11➛iServer Configuration Console. Log in
to Configuration Console as Administrator.
Choose Advanced view. Then, from the side menu, choose Volumes.
On Volumes, point to the icon next to the volume and choose Take offline, if
necessary, as shown in Figure 4-63.
Figure 4-63
Choosing to take volume offline
Choose OK to accept the default grace period to allow current transactions on
the volume to complete, as shown in Figure 4-64.
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Installing BIRT iSer ver for Windows
Figure 4-64
Choosing to take volume offline
2 On Volumes, point to the icon next to the volume schema and choose
Properties, as shown in Figure 4-65.
Figure 4-65
Choosing to view volume schema properties
3 On Properties, make note of the value that appears for Schema name. You
must specify the schema name, not the database schema name, in a later step.
Schema name is ac_corp, as shown in Figure 4-66.
Figure 4-66
Making note of Schema name
4 Run the Encyclopedia Data Store Upgrader utility by performing the
following tasks:
1 Add the following string to the PATH environment variable on your
machine:
<AC_SERVER_HOME>\bin
For example, using the default value for AC_SERVER_HOME, add:
C:\Program Files\Actuate11SP4\iServer\bin
Chapter 4, Upgrading BIRT iSer ver
121
2 Open a command prompt and navigate to AC_SERVER_HOME/bin.
3 Run the upgrade_encyclopedia_data_store.bat file using the following
command line syntax:
upgrade_encyclopedia_data_store <schema name | property file
name>
where <schema name> is the Encyclopedia volume schema name or
<property file name> is the name of a pre-existing file containing the
environment variable settings the utility requires. Type the schema
password when prompted for it.
Alternatively, you can execute the utility by running the upgrdeds.bat
script, using the following command-line syntax:
upgrdeds <schema name | property file name>
The batch file performs the following operations, as shown in Listing 4-2:
❏
Checks to see if the administrator submitted a property file or a schema
name on the command line when running the script
❏
If the administrator does not submit an argument, the script echoes a
usage statement that describes the command-line syntax
❏
Calls the set_tools_environment.bat script, which sets the environment
variables
❏
If the property file exists, the script executes the Encyclopedia Data
Store Upgrader utility using the name of the property file as an
argument
❏
If the property file does not exist, the script creates a property file,
upgrade_encyclopedia_data_store.properties, which contains the
environment variable settings
Listing 4-2
upgrade_encyclopedia_data_store.bat
@ECHO OFF
IF %1.==. GOTO :HELP
:: Set environment variables
CALL "%~dp0"set_tools_environment.bat
:: Check if argument 1 is a file
IF EXIST %1 (
:: Use property file specified on command line
SET PROPERTY_FILE=%1
GOTO :UPGRADE
)
::
122
Create property file
Installing BIRT iSer ver for Windows
SET PROPERTY_FILE=upgrade_encyclopedia_data_store.properties
ECHO AC_SERVER_HOME = %AC_SERVER_HOME%> "%PROPERTY_FILE%"
ECHO AC_DATA_HOME = %AC_DATA_HOME%>> "%PROPERTY_FILE%"
ECHO USE_SERVER_CONFIG_FILE = true>> "%PROPERTY_FILE%"
ECHO CONFIG_SCHEMA_NAME = %1>> "%PROPERTY_FILE%"
:UPGRADE
:: Upgrade data store
java com.actuate.iserver.encyclopedia.datastore.admin
.EncyclopediaDataStoreUpgrader "%PROPERTY_FILE%"
GOTO :END
:HELP
ECHO Usage: upgrade_encyclopedia_data_store.bat
^<schema name ^| property file name^>
:END
In the batch file, the ^ symbol is a line-continuation character. You must
run Encyclopedia Data Store Upgrader separately for every schema that
you want to upgrade when upgrading from an earlier Actuate 11 version.
See Table 4-5 for descriptions of the required Encyclopedia Data Store
Upgrader properties later in this chapter. See Table 4-6 for descriptions of
the optional Encyclopedia Data Store Upgrader properties.
4 Type the password for the schema, as shown in Figure 4-67.
Figure 4-67
Typing the schema password
After the utility runs, close the command prompt.
5 In the advanced view of Configuration Console, choose Volumes from the side
menu.
Point to the icon next to the volume name and choose Take online, as shown in
Figure 4-68.
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Figure 4-68
Taking the volume online
The volume comes online, as shown in Figure 4-69.
Figure 4-69
Viewing the status of the volume after it comes online
For more information about setting Encyclopedia Data Store Upgrader utility
properties, see “Working with iServer utilities,” later in this chapter.
Performing a manual side-by-side upgrade
In a manual side-by-side upgrade, the administrator installs a new Release 11
iServer in a path separate from an earlier major release. The installation program
performs the following operations using a PostgreSQL relational database
management system (RDBMS) as the example:
■
Installs and initializes iServer and the PostgreSQL relational database
management system (RDBMS).
■
Creates the iserver user in the PostgreSQL RDBMS to access the system,
initializing the iserver user password to the PostgreSQL superuser password.
■
Creates the system and volume schema, initializing these schema with basic
configuration information.
■
Creates the iServer configuration file, specifying system, volume, and
connection information for the default installation
iServer also supports doing a side-by-side upgrade to an alternative RDBMS,
such as DB2, Microsoft SQL Server, or Oracle. For more information on installing
an iServer that uses one of these RDBMS, see Chapter 3, “Installing BIRT iServer
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Installing BIRT iSer ver for Windows
using an alternative database.”
The side-by-side manual option requires the system administrator to export the
volume metadata and data from the earlier iServer volume to a temporary
workspace, then import these resources into the new Release 11 installation.
Actuate provides the Squirrel Data Exporter and Encyclopedia Data Store
Administrator utilities to perform these tasks.
Installing a new Release 11 iServer
The following procedure describes how to install a new Release 11 iServer in a
side-by-side configuration with an earlier major release, such as Release 10
Service Pack 1, on the same machine. Installing on the same machine requires
setting port numbers to values other than the defaults if you plan to continue to
run the previous major release on the same machine.
The installation detects whether the earlier release is running in the environment
and chooses other available port numbers automatically for the new installation.
If you do not plan to run both releases simultaneously on the same machine and
want to run using the default port numbers, shut down the Actuate iServer
service for the earlier release before running the upgrade program.
How to install a new Release 11 iServer
1 Download the iServer distribution package from an FTP software distribution
site. Extract the files. Run the self-extracting executable file,
ActuateBIRTiServer.exe. The welcome message appears, as shown in
Figure 4-70. Choose Next.
Figure 4-70
Viewing the welcome message
2 Read and accept the license agreement, as shown in Figure 4-71. Choose Next.
Chapter 4, Upgrading BIRT iSer ver
125
Figure 4-71
Viewing the license agreement
3 The setup installs the prerequisite components that BIRT iServer requires, as
shown in Figure 4-72. Choose Next.
Figure 4-72
126
Installing Prerequisites
Installing BIRT iSer ver for Windows
4 In Setup Type, select Custom to install a supported relational database
management system (RDBMS) for the Encyclopedia volume, such as Oracle or
PostgreSQL, as shown in Figure 4-73. In Destination Folder, accept the default
or choose a new destination folder for the Program and Data locations.
iServer uses the program location to resolve the paths to all the binaries that it
launches. The environment variable, AC_SERVER_HOME, points to the
location of the iServer program files. The default path for the program location
is C:\Program Files\Actuate11SP4\iServer.
iServer uses the Data location to store the iServer logs, iServer Encyclopedia,
including the PostgreSQL data, and all other run-time data. The environment
variable, AC_DATA_HOME, points to the location of the iServer data. The
default path for the data location is C:/Actuate/iServer/data.
Do not select Upgrade Existing iServer and Migrate the Encyclopedia Data.
After running the install wizard, you use the Squirrel Data Exporter and
Encyclopedia Data Store Administrator utilities to manually migrate the
Encyclopedia volume or volumes from the previous iServer release.
After reviewing this information, choose Next.
Figure 4-73
Selecting custom setup type
5 In Select Features, accept the default, all features selected, as shown in
Figure 4-74. The installation program installs all features. Choose Next.
Chapter 4, Upgrading BIRT iSer ver
127
Figure 4-74
Selecting features to install
6 In iServer Installation Option, accept the default, Stand-alone, to install iServer
as a stand-alone server, as shown in Figure 4-75. Choose Next.
Figure 4-75
128
Selecting the option to install a Stand-alone iServer
Installing BIRT iSer ver for Windows
7 In Encyclopedia Metadata Storage, select the type of Encyclopedia volume
metadata database to install, as shown in Figure 4-76. This installation
example demonstrates installing the bundled PostgreSQL database. In System
Name, type a name for the BIRT iServer System name. iServer inserts this
name into the names of the Encyclopedia volume schema and the iServer
system schema. Choose Next.
8 On PostgreSQL Database Information, in Database Credentials, type and
confirm a password, as shown in Figure 4-77. iServer creates the following
accounts automatically, using this password for each account:
■
postgres
The PostgreSQL database superuser The database superuser administers
the PostgreSQL relational database management system (RDBMS).
■
ac_<BIRT iServer System name>_system
The System schema owner. iServer creates the iServer system schema and
gives it this name.
■
ac_<BIRT iServer System name>
The Encyclopedia schema owner. iServer creates the Encyclopedia volume
schema and gives it this name.
In PostgreSQL Database Connection Information, accept the default port 8432
or type a new port number. Choose Next.
Figure 4-76
Selecting metadata database type
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Figure 4-77
Specifying PostgreSQL database information
9 In License File Details, select Use the license that you purchased. Choose
Browse, then navigate to and choose the license file, as shown in Figure 4-78.
Alternatively, choose Try out the product using the included evaluation
software license if you do not have a purchased license. Choose Next.
Figure 4-78
130
Specifying the license file
Installing BIRT iSer ver for Windows
When installing using a named-user license, a prompt appears advising you to
check that the volume does not exceed the number of registered users
authorized by the license, as shown in Figure 4-79.
Figure 4-79
Viewing the named-user license question
Choose Yes to continue the installation.
10 In Locale Information, choose Next to accept the default language and time
zone, as shown in Figure 4-80. Alternatively, choose the language and locale
settings for your region.
Figure 4-80
Specifying locale information
11 In Specify Profiles, type the user name, password, and confirm the password
for the account used to start the Actuate iServer 11 service, as shown in
Figure 4-81. The account must be a member of the Administrators group.
Actuate recommends that you limit access to this account for security reasons.
If you are installing on Windows 2003, specify a user account that is in the
Power Users not the Administrators group. A user account in the
Administrators group cannot start the Actuate 11 BIRT iServer service.
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Accept Automatically start the Actuate BIRT iServer 11 service when
Windows boots, as shown in Figure 4-81. If you deselect this option, you must
start the service manually from Windows Services. Choose Next.
Figure 4-81
Specifying the account for running the iServer service
If prompted to add Log on as a service privilege, choose Yes, as shown in
Figure 4-82.
Figure 4-82
Setting the Windows local security policy
12 In iServer Configuration, accept the default values. Alternatively, specify the
host names and port numbers where the PMD and iServer bind to listen for
requests, as shown in Figure 4-83. Choose Next.
13 In System Configuration Password, type and confirm a password for
Configuration Console, as shown in Figure 4-84. For both Configuration
Console and Management Console, the default user name is Administrator.
The Administrator account for Management Console has no initial password.
You can log in to these consoles and change the password settings after
installing iServer. Choose Next.
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Installing BIRT iSer ver for Windows
Figure 4-83
Specifying iServer configuration information
Figure 4-84
Specifying the password for using Configuration Console
14 In Volume Information, select Do not use the default volume, as shown in
Figure 4-85. The installation process does not create the default Encyclopedia
volume. Choose Next.
Chapter 4, Upgrading BIRT iSer ver
133
Figure 4-85
Selecting not to install the default volume
15 In Management Console Configuration, accept the default Host name and
port number values in PMD Configuration and iServer Configuration, as
shown in Figure 4-86. Alternatively, specify different values. Choose Next.
Figure 4-86
Specifying Management Console properties
16 In Actuate iServer Application Container, type the port number that the
iServer Application Container uses, or accept the default port number, 8910, as
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Installing BIRT iSer ver for Windows
shown in Figure 4-87. Choose Next.
Figure 4-87
Specifying the application container port number
17 In Context Path, type the context path for Management Console or accept the
default path, /acadmin, as shown in Figure 4-88. Choose Next.
Figure 4-88
Specifying the context path
18 In Select Program Folder, specify a folder name containing the iServer icons
that are used to launch the consoles, or accept the default name, Actuate 11, as
Chapter 4, Upgrading BIRT iSer ver
135
shown in Figure 4-89. Choose Next.
Figure 4-89
Specifying a program folder
19 In Start Copying Files, review the settings shown in Figure 4-90. Choose Next.
Figure 4-90
Reviewing settings before copying files
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 4-91.
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Installing BIRT iSer ver for Windows
Figure 4-91
Viewing setup status
During installation, a command prompt appears, displaying the run-time
commands and messages from the initialization process of the PostgreSQL
RDBMS and Encyclopedia volume schema, as shown in Figure 4-92.
Figure 4-92
Initializing the PostgreSQL RDBMS
A prompt appears, asking if you want to install the pgAdmin database
administration tool when installing an iServer that uses the PostgreSQL
RDBMS, as shown in Figure 4-93. Choose Yes.
Figure 4-93
Choosing to install the pgAdmin tool
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Actuate BIRT iServer Setup appears, then pgAdmin III Setup appears, as
shown in Figure 4-94.
Figure 4-94
Viewing Actuate BIRT iServer and pgAdmin III Setup
20 In pgAdmin III Setup, perform the following tasks:
1 In Welcome, shown in Figure 4-95, choose Next.
Figure 4-95
138
Viewing Welcome
Installing BIRT iSer ver for Windows
2 In End-User License Agreement, select I accept the terms in the License
Agreement, as shown in Figure 4-96. Choose Next.
Figure 4-96
Accepting the license agreement
3 In Custom Setup, review the features to be installed, as shown in
Figure 4-97. Choose Next.
Figure 4-97
Viewing the features to be installed
4 In Ready to Install pgAdmin III, shown in Figure 4-98, choose Install.
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139
Figure 4-98
Choosing to install pgAdmin II
Installing pgAdmin III appears, as shown in Figure 4-99.
Figure 4-99
Installing pgAdmin III
5 When Completed the pgAdmin III Setup Wizard appears, as shown in
Figure 4-100, choose Finish to exit the wizard.
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Installing BIRT iSer ver for Windows
Figure 4-100
Choosing Finish
21 Choose Finish to exit the wizard, as shown in Figure 4-101.
Figure 4-101
Exiting the installation wizard
22 The installation program prompts you to install the online help from the
following location, as shown in Figure 4-102:
http://www.actuate.com
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Figure 4-102
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows
choose Start➛ Actuate 11➛Update Documentation.
The installation program installs shortcuts on the desktop, as shown in
Figure 4-103.
Figure 4-103
Viewing BIRT iServer shortcuts on the desktop
These shortcuts provide access to the following iServer components:
■
iServer Management Console
Launches Management Console to set up user accounts and run reports.
■
BIRT iServer 11
Opens Welcome to Actuate BIRT iServer from which you can log in to
Information Console to perform tasks, such as accessing folders and viewing
reports.
The following procedure describes step-by-step how to perform an automatic or
manual upgrade in place of an earlier version of iServer to Actuate Release 11.
Performing a manual side-by-side migration
In the side-by-side installation, the administrator installs a new version of iServer
Release 11 in a path separate from an earlier major release. Next, the
administrator manually copies the Encyclopedia volume data from the earlier
release to the new iServer Release 11 location.
The administrator migrates the Encyclopedia volume schema and metadata from
the earlier release to the new iServer Release 11 in two steps, using the Squirrel
Data Exporter and Encyclopedia Data Store Administrator utilities. Finally, the
administrator creates a new volume in Configuration Console as the container for
the migrated volume.
The following procedure describes how to migrate the Encyclopedia volume to
iServer Release 11 in a side-by-side installation using the required utilities.
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Installing BIRT iSer ver for Windows
How to perform a manual export of an Encyclopedia volume in a side-by-side
installation
To migrate an Encyclopedia volume from an earlier major release to iServer
Release 11, you must first export the volume to a staging area using the Squirrel
Data Exporter utility. To export the earlier release, perform the following tasks:
1 In a web browser, type:
http://localhost:8910/acadmin/config
8910 is the port number that the installer specified for the iServer Application
Container if you installed with the previous release running on the same
machine, as shown in Figure 4-87. If you installed the new release with the
previous release shut down, you may have to edit the port specified for the
new iServer Application Container to manage potential port conflict if you
want to run both releases simultaneously on the same machine.
2 Log in to Configuration Console as Administrator.
3 When you perform the manual side-by-side upgrade install procedure, the
install program creates a default partition named DefaultPartition. If your
earlier iServer release does not contain a volume that uses a partition having
this name, delete DefaultPartition. If you have already done this, skip to Step
5. Otherwise, to delete DefaultPartition, perform the following tasks:
1 Choose Advanced view.
2 From the side menu, choose Partitions. On Partitions, point to the arrow
next to DefaultPartition and choose Delete, as shown in Figure 4-104.
Figure 4-104
Deleting DefaultPartition
4 If your earlier iServer release contains a volume that uses a partition named
DefaultPartition, use DefaultPartition for that volume in Release 11 by
performing the following tasks:
1 Choose Advanced view.
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143
2 From the side menu, choose Partitions. On Partitions, point to the icon next
to DefaultPartition and choose Template settings, as shown in Figure 4-105.
Figure 4-105
Choosing Template Settings
3 On Template Settings, accept the path to the iServer Release 11 volume
folder appearing in Partition Path, as shown in Figure 4-106.
$AC_DATA_HOME$ points to the location of the iServer data, specified
during the BIRT iServer Release 11 installation, as shown in Figure 4-106.
By default, this location is:
C:\Actuate\iServer\data
Alternatively, create a new folder for DefaultPartition in
AC_DATA_HOME. Then, type the name of that path in Partition Path.
Choose OK.
Figure 4-106
Viewing the Partition Path
5 If the volume you are going to migrate from the previous iServer release does
not use DefaultPartition, create a partition on iServer Release 11 for the
volume. To create a new partition, perform the following tasks:
1 In the operating system, create a folder for a new partition in
AC_DATA_HOME, which points to the location of the iServer data
specified during the manual side-by-side upgrade procedure, as shown in
Figure 4-73.
2 Log in to Configuration Console.
3 Choose Advanced view.
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Installing BIRT iSer ver for Windows
4 From the side menu, choose Partitions, then choose Add Partition.
5 In Partition name, type the name of the earlier iServer release partition that
specifies the path to the volume that you want to migrate. For example, if
the name of the Encyclopedia volume partition on the earlier iServer
release is ac_corp_partition, type that name in Partition name.
6 In Partition Path, type the path to the iServer Release 11 Encyclopedia
volume folder, as shown in Figure 4-107. This path does not need to match
the partition path to the same volume on the earlier iServer release. Choose
OK.
Figure 4-107
Creating a partition for a migrated volume
6 Copy the file, filetype, and status folders from the old Encyclopedia volume
folder to the iServer Release 11 Encyclopedia volume folder. For example, if
you want to migrate the default volume from Release 10 Service Pack 1, the
location of these folders is AC_SERVER_HOME/encyc. The default
AC_SERVER_HOME path in Release 10 Service Pack 1 is /Program Files
/Actuate10/iServer.
7 In this step, you create a new schema that you use to create a new volume. In
the advanced view of Configuration Console, from the side menu, choose
Volumes.
On Volumes, point to the icon next to Default ActuatePostgreSQL
MetadataDatabase and choose Add volume schema, as shown in Figure 4-108.
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145
Figure 4-108
Choosing to add a new schema
On Volumes—New Schema, perform the following tasks:
1 In Schema name, type a name for the schema. Restrict the schema name to
alphanumeric and underscore characters with an initial alphabetic
character in the pattern [a-z][a-z 0-9]*. Do not use a hyphen.
2 In Database schema name, type a name for the Database schema. The name
must be less than 30 characters. Observe the same naming restrictions for
this schema as the volume schema name.
3 In Database schema password, type a new password.
4 In Database schema password confirm, re-type the new password.
5 In Database superuser, type the database superuser name. For the
PostgreSQL RDBMS that installs with iServer by default, the PostgreSQL
superuser name is postgres.
6 In Database superuser password, type the superuser password. This
password is the same password that the installer provides when installing
iServer, as shown in Figure 4-77. Choose OK.
Volumes—New Schema appears as shown in Figure 4-109.
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Installing BIRT iSer ver for Windows
Figure 4-109
Creating a new schema
The new schema appears in the list of schemas on Volumes, as shown in
Figure 4-110.
Figure 4-110
Viewing the new schema
8 Shut down the earlier iServer release by performing the following tasks:
1 Choose Start➛Programs➛<earlier iServer version>➛iServer
Configuration Console. Log in to Configuration Console as Administrator.
2 Choose Advanced view.
3 From the side menu, choose System. In System—Status, choose Stop to
shut down iServer.
Make sure the earlier iServer is offline before performing the next
operation, as shown in Figure 4-111.
Chapter 4, Upgrading BIRT iSer ver
147
Figure 4-111
iServer is offline
9 Edit the PATH environment variable on your machine to contain the following
string:
<AC_SERVER_HOME>\bin
where AC_SERVER_HOME refers to the Release 11 Service Pack 4installation
path. For example, using the default value for AC_SERVER_HOME, add:
C:\Program Files\Actuate11SP4\iServer\bin
10 Run the Squirrel Data Exporter by performing the following tasks:
1 In Windows Explorer, navigate to AC_SERVER_HOME\bin in the Release
11 Service Pack 4 installation.
2 Create a properties file named SquirrelDataExporter.properties. You pass
this file to the Squirrel Data Exporter utility when you execute it. Use the
following example to create SquirrelDataExporter.properties:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
SQUIRREL_DATA_HOME = C:/Program Files/Actuate10/iServer
/ac_corp_partition
SQUIRREL_EXPORT_FOLDER = C:/Actuate/SquirrelData/ac_corp
SQUIRREL_EXPORT_FORMAT = PostgreSQL
NEW_SCHEMA_NAME = ac_corp
NEW_VOLUME_NAME = corp
See Table 4-1 for descriptions of the required Squirrel Data Exporter
properties. See Table 4-2 for descriptions of the optional Squirrel Data
Exporter properties. For additional notes on property files, see “Specifying
Squirrel Data Exporter properties.”
11 Open a command prompt and navigate to AC_SERVER_HOME/bin in the
Release 11 Service Pack 4 installation.
12 Run the export_squirrel_data.bat file using the following command line
syntax:
export_squirrel_data SquirrelDataExporter.properties
Alternatively, you can execute the utility by running the exportsd.bat script,
using the following command-line syntax:
exportsd SquirrelDataExporter.properties
The batch file performs the following operations, as shown in Listing 4-3.
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Installing BIRT iSer ver for Windows
■
Checks to see if the administrator submitted a property file on the
command line when running the script
■
If the administrator does not submit an argument, the script echoes a usage
statement that describes the command-line syntax
■
Calls the set_tools_environment.bat script, which sets the environment
variables
■
Executes the Squirrel Data Exporter utility using the name of the properties
file as an argument
Listing 4-3
export_squirrel_data.bat
@echo off
if %1.==. goto :HELP
:: Set up environment variables
CALL "%~dp0"set_tools_environment.bat
:: Export Squirrel data
java com.actuate.iserver.encyclopedia.datastore.admin
.SquirrelDataExporter %1
GOTO :END
:HELP
echo Usage: export_squirrel_data.bat ^<properties file name^>
:END
In the batch file, the ^ symbol functions as a line-continuation character to
concatenate the lines together.
How to import an Encyclopedia volume in a side-by-side installation
To import an Encyclopedia volume from an earlier iServer release to iServer
Release 11 from the staging area, you use the Encyclopedia Data Store
Administrator utility. To import the volume, perform the following tasks:
1 Run the Encyclopedia Data Store Administrator by performing the following
tasks:
1 In Release 11 AC_SERVER_HOME\bin, create a properties file named
VolumeImport.properties. You pass this file to the Encyclopedia Data Store
Administrator utility when you execute it. Use the following example to
create VolumeImport.properties:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
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149
DATABASE_HOST = localhost
DATABASE_PORT = 8432
SUPERUSER = postgres
SUPERUSER_PASSWORD = <your superuser password>
SCHEMA_NAME = ac_corp
SCHEMA_PASSWORD = <your schema password>
IMPORT_DATA = true
DATA_IMPORT_FOLDER = C:/Actuate/SquirrelData/ac_corp
See Table 4-3 for descriptions of the required Encyclopedia Data Store
Administrator properties. See Table 4-4 for descriptions of the optional
Encyclopedia Data Store Administrator properties. For additional notes on
property files, see “Specifying Encyclopedia Data Store Administrator
properties.”
2 Open a command prompt and navigate to AC_SERVER _HOME/bin in the
Release 11 Service Pack 4 installation.
3 Run the administrate_encyclopedia_data_store.bat file using the following
command line syntax:
administrate_encyclopedia_data_store VolumeImport.properties
Alternatively, you can execute the utility by running the admineds.bat
script, using the following command-line syntax:
admineds VolumeImport.properties
The batch file performs the following operations, as shown in Listing 4-4.
❏
Checks to see if the administrator submitted a property file on the
command line when running the script
❏
If the administrator does not submit an argument, the script echoes a
usage statement that describes the command-line syntax
❏
Calls the set_tools_environment.bat script, which sets the environment
variables
❏
Executes the Encyclopedia Data Store Administrator utility using the
name of the properties file as an argument
Listing 4-4
administrate_encyclopedia_data_store.bat
@echo off
if %1.==. goto :HELP
:: Set up environment variables
CALL "%~dp0"set_tools_environment.bat
:: Administrate data store
java com.actuate.iserver.encyclopedia.datastore.admin
.EncyclopediaDataStoreAdministrator %1
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Installing BIRT iSer ver for Windows
GOTO :END
:HELP
echo Usage: administrate_encyclopedia_data_store.bat
^<properties file name^>
:END
In the example, the ^ symbol functions as a line-continuation marker to
concatenate the lines together.
2 Create a new volume for the migrated volume by performing the following
tasks:
1 Log in to Configuration Console and choose Advanced view.
2 From the side menu, choose Volumes.
3 On Volumes, point to the icon next to a volume schema and choose Add
Volume, as shown in Figure 4-112.
Figure 4-112
Choosing to add a volume
4 On New Volume—General, perform the following tasks:
1 In Volume name, type the name you specified for
NEW_VOLUME_NAME in SquirrelDataExporter.properties.
2 In Primary partition, specify the partition you created previously, as
shown in Figure 4-113. If the migrated volume uses DefaultPartition,
specify DefaultPartition in Primary partition.
Figure 4-113
Specifying volume and partition name
Choose Partitions.
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5 On New Volume—Partitions, perform the following tasks:
1 In Available partitions, select the partition that you specified in the
previous step, then move it to Selected by choosing the right arrow.
2 In Selected partitions, select the partition. Choose Start, as shown in
Figure 4-114.
Figure 4-114
Assigning a partition
Choose OK.
3 On Volumes, point to the icon next to the new volume name and choose Take
online, as shown in Figure 4-115.
Figure 4-115
Viewing the new volume
The new volume comes online, as shown in Figure 4-116.
Figure 4-116
152
Viewing the new volume after it comes online
Installing BIRT iSer ver for Windows
4 Log in to Management Console. In Files and Folders, the data from the
previous release appears.
5 If you are satisfied that the contents of the migrated volume are correct and
complete, delete the folder specified in SQUIRREL_EXPORT_FOLDER
property in the SquirrelDataExporter.properties file.
Working with iServer utilities
The following sections provide information on how to specify properties and
perform operations using the following utilities:
■
Squirrel Data Exporter
■
Encyclopedia Data Store Administrator
■
System Data Store Administrator
■
Encyclopedia Data Store Upgrader
When configuring Squirrel Data Exporter, Encyclopedia Data Store
Administrator, System Data Store Administrator, or Encyclopedia Data Store
Upgrader properties files, observe the following rules:
■
Use / in path settings. \ is an escape character.
■
Use Unicode property values. Save the property file in UTF-8 format,
including the UTF-8 byte order mark (BOM).
■
Use # at the start of a line to add a comment or selectively comment out
properties.
When reading the property files, the utilities remove leading and trailing
whitespace automatically, but preserve embedded whitespace.
Working with Squirrel Data Exporter
Use Squirrel Data Exporter to configure the environment for a manual export
operation and perform the export operation. The utility creates a folder to contain
the exported Encyclopedia volume metadata files. Squirrel Data Exporter also
creates auxiliary script files to use with RDBMS bulk-load utilities when loading
Encyclopedia volume metadata into the database. For more information on these
auxiliary script files, see “Using the generated bulk-load script files.”
Specifying Squirrel Data Exporter properties
Table 4-1 describes the required Squirrel Data Exporter properties used to
configure the environment for a manual export operation.
Chapter 4, Upgrading BIRT iSer ver
153
Table 4-1
Required Squirrel Data Exporter properties
Parameter
Description
AC_SERVER_HOME
Points to the location of the iServer binaries, specified
during the BIRT iServer Release 11 installation, as
shown in Figure 4-73.
NEW_SCHEMA
_NAME
Name of the target schema into which the Squirrel Data
Exporter loads data. Restrict the schema name to
alphanumeric and underscore characters with an initial
alphabetic character in the pattern [a-z][a-z 0-9]*. Do
not use a hyphen.
NEW_VOLUME
_NAME
Name of the migrated volume on BIRT iServer Release
11. This name does not need to match the volume name
on the earlier iServer release.
SQUIRREL_DATA
_HOME
Absolute path to the folder on the earlier iServer release
containing the Encyclopedia volume you want to
migrate.
SQUIRREL_EXPORT
_FOLDER
Absolute path to the folder that Squirrel Data Exporter
creates, containing the volume data from
SQUIRREL_DATA_HOME, which Encyclopedia Data
Store Administrator loads into the new volume on BIRT
iServer Release 11.
SQUIRREL_EXPORT
_FORMAT
Format of exported data. Specify DB2, Oracle,
PostgreSQL, or SQLServer.
Table 4-2 describes the optional Squirrel Data Exporter properties to specify in a
SquirrelDataExporter.properties file for performing logging.
Table 4-2
Optional Squirrel Data Exporter properties
Property
Value
Default value
FILE_LOG_LEVEL
Minimum logging level for
messages sent to the log file. This
parameter only works for AcLogger.
Supported values are CONFIG,
FINE, FINER, and FINEST.
CONFIG
LOG_FILE_COUNT
Maximum number of log files to
create before starting to overwrite
previous log files. Must be a valid
integer. Data Store Administrator
tools do not generate large logs.
5
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Installing BIRT iSer ver for Windows
Table 4-2
Optional Squirrel Data Exporter properties
Property
Value
Default value
LOG_FILE_SIZE
Maximum size of log files, in byte,
before a new log file starts. Must be
a valid integer. Data Store
Administrator tools do not generate
large logs.
10,000,000
LOG_FOLDER
Absolute path to the log folder.
AC_DATA_HOME/server/log.
Using the generated bulk-load script files
The Squirrel Data Exporter utility creates the folder specified by the
SQUIRREL_EXPORT _FOLDER property. This folder contains the Encyclopedia
volume metadata files exported from the volume. Squirrel Data Exporter also
creates auxiliary script files to use with RDBMS bulk-load utilities when loading
Encyclopedia volume metadata into the database.
The SQUIRREL _EXPORT_FORMAT property specifies the database type. The
database type determines the type of file the utility creates to contain the
metadata as well as what configuration files to create to support loading that data
into the database using the standard RDBMS data-loading utility.
The SQUIRREL_EXPORT_FORMAT property supports the following values:
■
Oracle
The Squirrel Data Exporter utility creates a .dat file for each metadata set that
SQL*Loader loads into a single database table, such as user or security role.
For every .dat file, the utility creates a .ctl file containing the information that
SQL*Loader requires to load the contents of the associated .dat file, such as the
name of the table to load, the character in the .dat file used to separate each
data field, and the column names in the table.
The utility also creates the following files for use by the SQL*Loader:
■
ac_oracle_load.bat
Contains a list of sqlldr commands, one for each .dtl and .ctl file pair.
■
ac_oracle_load.par
Contains the parameters passed in each invocation of SQL*Loader. This file
is passed to SQL*Loader in each sqlldr command that ac_oracle_load.bat
contains. Modify this file to contain the appropriate server, user, password,
port, and database information before running an ac_oracle_load script.
■
ac_oracle_load.sh
Contains the UNIX equivalent of the batch file containing the list of sqlldr
commands.
Chapter 4, Upgrading BIRT iSer ver
155
Before running ac_oracle_load.bat or ac_oracle_load.sh, the database
administrator must copy the SQUIRREL_EXPORT_FOLDER to the location of
the Oracle SQL*Loader utility.
■
DB2
The Squirrel Data Exporter utility creates a .csv file for each type of metadata
that DB2 loads into a single database table, such as user or security role.
The utility also creates the following files for use by DB2:
■
ac_db2_load.bat
Contains a single db2cmd invocation that runs ac_db2_load.db2.
■
ac_db2_load.db2
Contains one LOAD command for each .csv file. Each LOAD command
includes all the information DB2 needs to load a single table. Modify this
file to contain the appropriate server, user, password, port, and database
information before running an ac_db2_load script.
■
ac_db2_load.sh
Contains the UNIX equivalent of ac_db2_load.bat.
Before running ac_db2_load.bat or ac_db2_load.sh, the database
administrator must copy the SQUIRREL_EXPORT_FOLDER to the machine
hosting DB2.
■
SQL Server
The Squirrel Data Exporter utility creates a .dat file for each type of metadata
that SQL Server loads into a single database table, such as user or security role.
The utility also creates the following files for use by SQL Server:
■
ac_sql_server_load.bat
Contains a single sqlcmd invocation that runs ac_sql_server_load.sql.
Modify this file to contain the appropriate server, user, password, port, and
database information before running this batch file.
■
ac_sql_server_load.sql
Contains one BULK INSERT command for each .dat file. This file also
contains all the information SQL Server needs to load each table.
Before running ac_sql_server_load.sql, the database administrator must copy
the SQUIRREL_EXPORT_FOLDER to the machine hosting SQL Server.
■
156
PostgreSQL
The Squirrel Data Exporter utility creates a .csv file for each type of metadata
that PostgreSQL loads into a single database table, such as user or security
role.
The utility also creates the following files for use by PostgreSQL:
Installing BIRT iSer ver for Windows
■
ac_postgresql_client_load.bat
Contains a single psql command invocation that runs ac_postgresql_client
_load.psql. Modify this file to contain the appropriate server, user,
password, port, and database information before running this batch file.
■
ac_postgresql_client_load.psql
Contains one copy command for each .csv file.
■
ac_postgresql_client_load.sh
Contains the UNIX equivalent of ac_postgresql_client_load.bat. Modify
this file to contain the appropriate server, user, password, port, and
database information before running this script.
Before running ac_postgresql_client_load.bat or ac_postgresql_client_load.sh,
the database administrator must copy the SQUIRREL_EXPORT_FOLDER to
the machine hosting PostgreSQL.
Working with Encyclopedia Data Store Administrator
Use Encyclopedia Data Store Administrator to import or export volume metadata
and create or delete a volume schema.
Specifying Encyclopedia Data Store Administrator properties
Table 4-3 describes the required Encyclopedia Data Store Administrator
properties used to configure the environment for a manual import operation.
Table 4-3
Required Encyclopedia Data Store Administrator properties
Parameter
Description
AC_SERVER_HOME
Points to the location of the iServer binaries,
specified during the BIRT iServer Release 11
installation, as shown in Figure 4-73.
DATABASE_TYPE
Type of supported RDBMS that contains the data
store. Specify DB2, Oracle, PostgreSQL, or
SQLServer.
LOG_FOLDER
Absolute path to the log folder.
SCHEMA_FILE_NAME
Base name of the file without the extension that
contains the schema definition.
SCRIPT_HOME
Absolute path to the root of the folder hierarchy that
contains the scripts and the schema definition.
Table 4-4 describes optional Encyclopedia Data Store Administrator properties.
The properties used depend on the type of operation performed and the
installation environment.
Chapter 4, Upgrading BIRT iSer ver
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Table 4-4
Optional Encyclopedia Data Store Administrator properties
Description
APPLICATION_USER
Application user ID for connecting
to the database for normal
operations. Must be a legal SQL
identifier. Typically iserver. This
parameter is required when creating
or populating a schema. Restrict the
iServer application user name to
alphanumeric and underscore
characters with an initial alphabetic
character in the pattern [a-z][a-z
0-9]*. Do not use a hyphen.
All
APPLICATION_USER
_PASSWORD
Application user password for
connecting to the database for
normal operations. Required when
creating a schema. The password is
not encrypted.
All
CONFIG_SCHEMA
_NAME
Specifies the schema definition in
acserverconfig.xml. Use this
property when any of the following
properties is required but is not
specified in the properties file:
■
APPLICATION_USER
■
DATABASE_HOST
■
DATABASE_INSTANCE
■
DATABASE_NAME
■
DATABASE_PORT
■
DATABASE_TYPE
■
ORACLE_TNS_NAMES_FILE
■
SCHEMA_NAME
False
All
CREATE_SCHEMA
Set to true to create a new schema,
false to use an existing schema.
Specifies whether to create a new
Encyclopedia schema. PostgreSQL
only, not supported for DB2,
Microsoft SQL Server, or Oracle.
Creating a schema automatically
creates the schema owner and
application user if necessary.
False
PostgreSQL
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Installing BIRT iSer ver for Windows
Default value
Supported
databases
Parameter
Table 4-4
Optional Encyclopedia Data Store Administrator properties (continued)
Default value
Supported
databases
Parameter
Description
DATA_EXPORT
_FOLDER
Absolute path to the folder to which
data is exported. This parameter is
required if EXPORT_DATA is true.
Folder is on the database machine.
DATA_EXPORT
_FORMAT
Format of exported data. Specify
DB2, Oracle, PostgreSQL, or SQL
Server.
DATA_IMPORT
_FOLDER
Absolute path to the folder from
which data is imported. This
parameter is required if
IMPORT_DATA is true. For
PostgreSQL, the data must be on the
database server.
DATA_IMPORT
_FORMAT
Format of imported data. Specify
DB2, SQL Server, Oracle, or
PostgreSQL.
DATABASE_HOST
Hostname or IP address of the
machine hosting the database. This
value is required for PostgreSQL.
Required for Oracle if not using
TNS.
All
DATABASE
_INSTANCE
Specifies the SQL Server database
instance. The default value is the
name of the database instance on
the host machine and port. The
default name of the SQL Server 2008
database instance is
MSSQLSERVER.
SQL Server
DATABASE_NAME
Database name for PostgreSQL. For
Oracle not using TNS, the database
service name. For Oracle using TNS,
the TNS net service name.
All
DATABASE_PORT
Port that the database server uses.
This value is required for
PostgreSQL. Required for Oracle if
not using TNS.
All
All
{DATABASE
_TYPE}
All
All
{DATABASE
_TYPE}
All
(continues)
Chapter 4, Upgrading BIRT iSer ver
159
Table 4-4
Optional Encyclopedia Data Store Administrator properties (continued)
Description
DATABASE_TYPE
Type of RDBMS that contains the
data store. Actuate Release 11
currently supports DB2,
PostgreSQL, Microsoft SQL Server,
and Oracle.
All
DEFAULT_DATABASE
_NAME
Used by the superuser to connect to
the default database in order to
create the iServer application
database. Required when the
application database does not exist.
PostgreSQL only.
PostgreSQL
DELETE_ALL_DATA
Set to true to delete all data from the
data store. Does not delete data
from other tables in the schema.
False
All
DELETE_DATA
Set to true to delete filtered data
from the data store. This parameter
only works when a filter value is
available.
False
All
DEPOPULATE
_SCHEMA
Set to true to delete data store
elements such as tables, views,
stored functions, and procedures
from the schema. Does not remove
any other objects in the schema.
False
All
DROP_SCHEMA
Set to true to delete the schema.
False
PostgreSQL
EXPORT_ALL_DATA
Set to true to export all volumes
from a schema.
False
All
EXPORT_DATA
Set to true to export a single volume
from a schema. Use
VOLUME_NAME to specify the
name of the volume to export.
Optionally, use NEW_VOLUME
_NAME to specify a new name for
the exported volume.
False
All
FILE_LOG_LEVEL
Minimum logging level for
messages sent to the log file. This
parameter only works for AcLogger,
and is a standard JUL Level name.
Supported values are CONFIG,
FINE, FINER, and FINEST.
CONFIG
All
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Installing BIRT iSer ver for Windows
Default value
Supported
databases
Parameter
Table 4-4
Optional Encyclopedia Data Store Administrator properties (continued)
Parameter
Description
Default value
Supported
databases
GENERATE_SCRIPTS
Set to true to generate scripts to
perform operations instead of
performing the operations directly
False
All
IMPORT_DATA
Set to true to import data into the
data store.
False
PostgreSQL
INITIALIZE_DATA
Set to true to initialize the data in
the data store, using the data
initialization script.
False
All
LOG_FILE_COUNT
Maximum number of log files to
create before starting to overwrite
previous log files. Must be a valid
integer. Data Store Administrator
tools do not generate large logs.
5
All
LOG_FILE_NAME
Name of the log file. Do not add a
file extension. The extension is set to
.log. A unique number appends
automatically to the file name to
prevent overwriting previous logs.
Encyclopedia
DataStore
Administrator
<number>.log
LOG_FILE_SIZE
Approximate maximum size of log
files, in byte, before a new log file
starts. Must be a valid integer. Data
Store Administrator tools do not
generate large logs.
10,000,000
LOG_FOLDER
Full path of folder to write logs.
AC_DATA
_HOME
/server/log.
NEW_SCHEMA
_NAME
Name of the new schema to be
created, or the name of the target
schema for data export. This name is
required if {SCHEMA_NAME} is
not present. Restrict schema name to
alphanumeric and underscore
characters with an initial alphabetic
character in the pattern [a-z][a-z 09]*. Do not use a hyphen.
NEW
_SCHEMA
_NAME
All
All
(continues)
Chapter 4, Upgrading BIRT iSer ver
161
Table 4-4
Optional Encyclopedia Data Store Administrator properties (continued)
Supported
databases
Parameter
Description
Default value
NEW_VOLUME
_NAME
Name of the new volume to be
created, or the name of the target
schema for data export. Do not use a
hyphen in a volume name.
NEW
_VOLUME
_NAME
ORACLE_TNS
_NAMES_FILE
Absolute path to the Oracle TNS
names file. This path can be used
instead of {DATABASE_HOST} and
{DATABASE_PORT} to generate a
JDBC URL.
POPULATE_SCHEMA
Set to true to populate the schema
with data store elements such as
tables, views, stored functions, and
procedures. Set to false if the data
store elements already exist. Use
Configuration Console to populate
schema when possible. Schema
automatically populates when
defined in Configuration Console.
CREATE
_SCHEMA
All
POPULATE_SCHEMA
_PHASE_ONE
Set to true to create the schema
objects necessary for data to be
loaded. Set to false to prevent this
schema object creation. Imports data
without building indexes for fast
load.
POPULATE
_SCHEMA
All
POPULATE_SCHEMA
_ PHASE_TWO
Set to true to create schema objects
phase one does not create. Set to
false to prevent this schema object
creation. Builds indexes and other
ancillary structures in database.
POPULATE
_SCHEMA
All
PROMPT_FOR
_PASSWORDS
Indicates whether to prompt the
user to type in a password instead
of specifying it as a property value.
Required if SCHEMA_PASSWORD
is not present. Password prompting
works only when running the tool
from the command line.
True
All
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Installing BIRT iSer ver for Windows
All
Oracle
Table 4-4
Optional Encyclopedia Data Store Administrator properties (continued)
Parameter
Description
Default value
SCHEMA_NAME
Name of the existing schema. Must
be a legal SQL identifier. This
parameter is required when
performing operations on an
existing schema. Restrict schema
name to alphanumeric and
underscore characters with an initial
alphabetic character in the pattern
[a-z][a-z 0-9]*. Do not use a hyphen.
SCHEMA
_NAME
Supported
databases
All
SCHEMA_PASSWORD Password for the schema owner.
Required if PROMPT_FOR
_PASSWORDS is false.
All
SUPERUSER
User ID of the database superuser.
This parameter is required if
CREATE_SCHEMA is true or when
importing data into PostgreSQL
Typically postgres in a PostgreSQL
database.
PostgreSQL
SUPERUSER
_PASSWORD
Password of the database superuser.
This parameter is required if
CREATE_SCHEMA is true or when
importing data into PostgreSQL.
PostgreSQL
TABLESPACE_NAME
Name of the application tablespace.
PostgreSQL
TABLESPACE
_LOCATION
Absolute path to the application
tablespace folder.
PostgreSQL
TIME_ZONE
Local time zone for installation.
All
VOLUME_NAME
Name of the volume or target
schema for data import.
VOLUME
_NAME
All
Performing operations using Encyclopedia Data Store
Administrator utility
The Encyclopedia Data Store Administrator utility supports a wide range of
import and export operations in the BIRT iServer environment. The following
sections describe a mix of operational scenarios that an administrator can perform
using this utility.
Chapter 4, Upgrading BIRT iSer ver
163
Importing One or More Volumes into a New Schema
This operation is only supported for PostgreSQL. NEW_SCHEMA_NAME does
not need to match the schema name from which the Squirrel Data Exporter utility
exported the data. Do not change the volume names, since these names are
defined in the exported data.
Creating a schema requires superuser privileges. The Encyclopedia Data Store
Administrator utility creates the database and users if these items do not already
exist.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DEFAULT_DATABASE_NAME = postgres
SUPERUSER = postgres
SUPERUSER_PASSWORD = <provide a password>
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
CREATE_SCHEMA = true
NEW_SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
APPLICATION_USER = iserver
APPLICATION_USER_PASSWORD = <provide a password>
IMPORT_DATA = true
DATA_IMPORT_FOLDER = {SQUIRREL_EXPORT_FOLDER}
Importing One or More Volumes into a Populated Schema
This operation is only supported for PostgreSQL. Typically, you perform this
operation to import an additional volume into a shared schema that already
contains one or more volumes.
SCHEMA_NAME does not need to match the schema name from which the
Squirrel Data Exporter utility exported the data. Do not change the volume
names, because these names are defined in the exported data. Importing data into
PostgreSQL requires superuser privileges.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
SUPERUSER = postgres
SUPERUSER_PASSWORD = <provide a password>
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
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Installing BIRT iSer ver for Windows
IMPORT_DATA = true
DATA_IMPORT_FOLDER = {SQUIRREL_EXPORT_FOLDER}
Exporting All Volumes from a Schema
Squirrel Data Exporter generates bulk-load script files in the same folder as the
exported data. For more information on using the generated bulk-load script files,
see, “Using the generated bulk-load script files,” earlier in this book.
You can omit NEW_SCHEMA_NAME if it is the same as SCHEMA_NAME.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
EXPORT_ALL_DATA = true
NEW_SCHEMA_NAME = <provide a name>
DATA_EXPORT_FOLDER = C:/Projects/DataStores/Data
DATA_EXPORT_FORMAT = Oracle
Exporting A Single Volume from a Schema
Squirrel Data Exporter generates bulk load script files in the same folder as the
exported data. For more information on using the generated bulk-load script files,
see, “Using the generated bulk-load script files,” earlier in this book.
You can omit NEW_SCHEMA_NAME if it is the same as SCHEMA_NAME. You
can omit NEW_VOLUME_NAME if it is the same as VOLUME_NAME.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
EXPORT_DATA = true
VOLUME_NAME = <provide a name>
NEW_SCHEMA_NAME = <provide a name>
NEW_VOLUME_NAME = <provide a name>
DATA_EXPORT_FOLDER = D:/Projects/DataStores/Data
DATA_EXPORT_FORMAT = Oracle
Chapter 4, Upgrading BIRT iSer ver
165
Deleting All Volumes from a Schema
Perform this operation to remove all volumes from the schema that
SCHEMA_NAME specifies.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
DELETE_ALL_DATA = true
Deleting a Single Volume from a Schema
Perform this operation to remove the volume that VOLUME_NAME specifies
from the schema that SCHEMA_NAME specifies.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
DELETE_DATA = true
VOLUME_NAME = <provide a name>
Creating a New Volume in an Empty Schema
iServer performs this operation when you create a new volume in Configuration
Console and bring the volume online. When creating a new volume using
Encyclopedia Data Store Administrator, set INITIALIZE_DATA to true and
specify a name for NEW_VOLUME_NAME.
Setting POPULATE_SCHEMA to true to have Encyclopedia Data Store
Administrator create schema elements, such as tables and indexes in an empty
schema. The schema owner and application user must already exist and have
appropriate privileges.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = Oracle
DATABASE_NAME = xe
DATABASE_HOST = localhost
DATABASE_PORT = 1521
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Installing BIRT iSer ver for Windows
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
APPLICATION_USER = iserver
POPULATE_SCHEMA = true
INITIALIZE_DATA = true
NEW_VOLUME_NAME = <provide a name>
TIME_ZONE = America/Los_Angeles
Populating an Empty Schema
iServer performs this operation when you create a new schema in Configuration
Console. Before populating an empty schema using Encyclopedia Data Store
Administrator, create the schema owner and application user if they do not exist
and give them the appropriate privileges.
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = Oracle
DATABASE_NAME = xe
DATABASE_HOST = localhost
DATABASE_PORT = 1521
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
APPLICATION_USER = iserver
POPULATE_SCHEMA = true
Creating a New Volume in a Populated Schema
iServer performs this operation when you create a new volume in Configuration
Console and bring the volume online. Typically, you perform this operation to
add a volume to a shared schema that already contains one or more volumes.
When creating a new volume using Encyclopedia Data Store Administrator, set
INITIALIZE_DATA to true and specify a name for NEW_VOLUME_NAME. The
schema owner and application user must already exist and have appropriate
privileges.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = Oracle
DATABASE_NAME = xe
DATABASE_HOST = localhost
DATABASE_PORT = 1521
SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
APPLICATION_USER = iserver
INITIALIZE_DATA = true
NEW_VOLUME_NAME = <provide a name>
TIME_ZONE = America/Los_Angeles
Chapter 4, Upgrading BIRT iSer ver
167
Creating and Initializing a New Volume in a New Schema
This operation is only supported for PostgreSQL. iServer typically performs this
operation when you create a new schema and volume in Configuration Console
and bring the volume online.
Creating a schema requires superuser privileges. Encyclopedia Data Store
Administrator creates the database and users if these items do not already exist.
Configure these properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
DATABASE_HOST = localhost
DATABASE_PORT = 8432
DEFAULT_DATABASE_NAME = postgres
SUPERUSER = postgres
SUPERUSER_PASSWORD = <provide a password>
CREATE_SCHEMA = true
NEW_SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
APPLICATION_USER = iserver
APPLICATION_USER_PASSWORD = <provide a password>
INITIALIZE_DATA = true
NEW_VOLUME_NAME = <provide a name>
TIME_ZONE = America/Los_Angeles
Working with System Data Store Administrator
Use the System Data Store Administrator utility to perform the following tasks:
■
Create or delete a schema.
■
Populate or depopulate a schema.
Specifying System Data Store Administrator properties
The system data store is a separate schema in the database that stores iServer
system metadata. The system schema is a required element for any iServer
installation. In a cluster, the nodes share system schema metadata and use this
information for communicating and coordinating processing.
In Release 11, it is not necessary to back up the iServer system schema, although
future versions may require this procedure to protect critical system metadata. If
a system schema becomes corrupted or is accidentally deleted, the administrator
can use the System Data Store Administrator utility to create a new schema. You
can define a new system schema in Configuration Console or edit
acserverconfig.xml to refer to the current system schema.
168
Installing BIRT iSer ver for Windows
Before running the System Data Store Administrator utility, edit the PATH
environment variable on your machine to contain the following string:
<AC_SERVER_HOME>\bin
where AC_SERVER_HOME refers to the Release 11 Service Pack 4 installation
path. For example, using the default value for AC_SERVER_HOME, add:
C:\Program Files\Actuate11SP4\iServer\bin
To run the System Data Store Administrator utility, perform the following tasks:
1 In Windows Explorer, navigate to AC_SERVER_HOME\bin.
2 Create a properties file containing the property definitions necessary to
perform an operation, such as creating and populating a system schema,
described in “Performing operations using System Data Store Administrator
utility,” later in this book. You pass this file to the System Data Store
Administrator utility when you execute it.
3 Open a command prompt and navigate to AC_SERVER_HOME/bin.
4 Run the administrate_system_data_store.bat file using the following
command line syntax:
administrate_system_data_store systemdatastore.properties
Alternatively, you can execute the utility by running the adminsds.bat script,
using the following command-line syntax:
adminsds systemdatastore.properties
The batch file performs the following operations, as shown in Listing 4-5.
■
Checks to see if the administrator submitted a property file on the
command line when running the script
■
If the administrator does not submit an argument, the script echoes a usage
statement that describes the command-line syntax
■
Calls the set_tools_environment.bat script, which sets the environment
variables
■
Executes the System Data Store Administrator utility using the name of the
properties file as an argument
Listing 4-5
administrate_system_data_store.bat
@echo off
if %1.==. goto :HELP
:: Set up environment variables
CALL "%~dp0"set_tools_environment.bat
:: Administrate data store
Chapter 4, Upgrading BIRT iSer ver
169
java com.actuate.iserver.system.datastore.admin
.SystemDataStoreAdministrator %1
GOTO :END
:HELP
echo Usage: administrate_system_data_store.bat ^<properties
file name^>
:END
In the example, the ^ symbol functions as a line-continuation marker to
concatenate the lines together.
The SystemDataStoreAdministrator class has the same parent class as the
Encyclopedia Data Store Administrator and uses the same property settings. For
more information about these properties, see Table 4-3.
System Data Store Administrator properties include the following categories:
■
Properties that specify details of the iServer installation environment, such as
AC_SERVER_HOME and AC_DATA_HOME
■
Database properties that specify the RDBMS type and JDBC connection
details, such as the schema, application user, superuser, and passwords
■
Schema operation properties that specify an action to perform, such as create,
populate, or delete a schema
■
Logging properties that control messages sent to the console and log files
■
Engineering properties used by Actuate Support or Professional Services to
assist with diagnosing or resolving specific issues
Refer to the required and optional properties tables in “Specifying Encyclopedia
Data Store Administrator properties,” earlier in this chapter for detailed
information about these properties.
Performing operations using System Data Store Administrator
utility
Creating and populating a new system data store schema is only supported for
PostgreSQL. Creating and populating a schema requires superuser privileges.
iServer performs this operation automatically when you create a new system
schema in Configuration Console. The System Data Store Administrator utility
creates the database and users if these items do not already exist.
Configure the properties as shown in the following example:
AC_SERVER_HOME = C:/Program Files/Actuate11SP4/iServer
DATABASE_TYPE = PostgreSQL
DATABASE_NAME = iserver
DATABASE_HOST = localhost
170
Installing BIRT iSer ver for Windows
DATABASE_PORT = 8432
DEFAULT_DATABASE_NAME = postgres
SUPERUSER = postgres
SUPERUSER_PASSWORD = <provide a password>
APPLICATION_USER = iserver
APPLICATION_USER_PASSWORD = <provide a password>
CREATE_SCHEMA = true
NEW_SCHEMA_NAME = <provide a name>
SCHEMA_PASSWORD = <provide a password>
INITIALIZE_DATA = true
Working with Encyclopedia Data Store Upgrader
Use Encyclopedia Data Store Upgrader to upgrade an Encyclopedia volume
manually from an earlier Release 11 installation, such as Service Pack 3.
Specifying Encyclopedia Data Store Upgrader properties
Table 4-5 describes the required Encyclopedia Data Store Upgrader properties to
specify in the upgrade_encyclopedia_data_store.bat or other properties file for a
manual upgrade operation.
Table 4-5
Required Encyclopedia Data Store Upgrader properties
Parameter
Description
AC_SERVER_HOME
Points to the location of the iServer binaries, which
you specify during the BIRT iServer Release 11
installation, as shown in Figure 4-73.
APPLICATION_USER
User ID used to connect to the database for normal
operations.
DATABASE_TYPE
Type of relational database system that contains the
data store. Actuate Release 11 currently supports
PostgreSQL and Oracle.
LOG_FOLDER
Absolute path to the log folder.
SCHEMA_FILE_NAME
Base name of the file without the file extension that
contains the meta-schema definition.
SCHEMA_NAME
Name of the target schema which the Encyclopedia
Data Store Upgrader updates. Required if
NEW_SCHEMA_NAME is not present. Restrict the
schema name to alphanumeric and underscore
characters with an initial alphabetic character in the
pattern [a-z][a-z 0-9]*. Do not use a hyphen.
SCRIPT_HOME
Absolute path to the root of the folder hierarchy
containing scripts and the meta-schema definition.
Chapter 4, Upgrading BIRT iSer ver
171
Table 4-6 describes the optional Encyclopedia Data Store Upgrader properties to
specify in the upgrade_encyclopedia_data_store.bat or other properties file.
Table 4-6
Optional Encyclopedia Data Store Upgrader properties
Parameter
Description
Default value
Supported
databases
CONFIG_SCHEMA
_NAME
Specifies the schema definition in
acserverconfig.xml.
The schema name can be different
from the database schema name.
False
All
DATABASE_HOST
Hostname or IP address of the
machine hosting the database.
This value is required for
PostgreSQL. Required for Oracle
if not using TNS.
False
All
DATABASE
_INSTANCE
RDBMS instance that manages the
database.
SQL Server
DATABASE_NAME
Database name for PostgreSQL.
For Oracle not using TNS, the
database service name. For Oracle
using TNS, the TNS net service
name.
All
DATABASE_PORT
Port that the database server uses.
This value is required for
PostgreSQL. Required for Oracle
if not using TNS.
All
FILE_LOG_LEVEL
The minimum logging level for
messages sent to the log file. This
parameter only works for
AcLogger. Supported values are
CONFIG, FINE, FINER, and
FINEST.
CONFIG
All
GENERATE_SCRIPTS
Set to true to generate scripts to
perform operations instead of
performing the operations
directly
false
All
LOG_FILE_COUNT
Maximum number of log files to
create before starting to overwrite
previous log files. Must be a valid
integer. Encyclopedia Data Store
Upgrader tool does not generate
large logs.
5
All
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Installing BIRT iSer ver for Windows
Table 4-6
Optional Encyclopedia Data Store Upgrader properties
Default value
Supported
databases
Parameter
Description
LOG_FILE_NAME
Name of the log file. Do not add a
file extension. The extension is set
to .log. Standard JUL.FileHandler
placeholders are supported. A
unique number is appended
automatically to the file name to
prevent overwriting previous
logs.
LOG_FILE_SIZE
Approximate maximum size of
log files, in byte, before a new log
file starts. Must be a valid integer.
Encyclopedia Data Store
Upgrader tool does not generate
large logs.
10,000,000
All
LOG_FOLDER
The full path of folder to write
logs.
AC_DATA
_HOME
/server/log.
All
ORACLE_TNS
_NAMES_FILE
Absolute path of the Oracle TNS
names file to use instead of
DATABASE_HOST and
DATABASE_PORT to generate a
JDBC URL.
PROMPT_FOR
_PASSWORDS
Indicates whether to prompt the
user to type in a password instead
of specifying it as a property
value. Required if
SCHEMA_PASSWORD is not
present. Password prompting
works only when running the tool
from the command line.
SCHEMA_PASSWORD
Password for the schema owner.
Required if PROMPT_FOR
_PASSWORDS is false.
All
Oracle
True
All
All
Chapter 4, Upgrading BIRT iSer ver
173
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Installing BIRT iSer ver for Windows
Chapter
Installing a
BIRT iServer cluster
Chapter 5
This chapter discusses the following topics:
■
Installing a BIRT iServer cluster node
■
Performing a wizard-based cluster node installation
■
Adding a node to a cluster
Chapter 5, Installing a BIRT iSer ver cluster
175
Installing a BIRT iServer cluster node
A node is a machine running a BIRT iServer instance. An iServer administrator
adds a node to an iServer cluster to improve availability and throughput and
scale the cluster installation to necessary processing requirements.
There are two methods of adding a new node to the cluster:
■
Perform an automated, custom installation, using the wizard-driven
installation program
■
Perform a manual installation or cloud deployment, using a prepared image
of an installed iServer run-time environment
Every cluster node must have network access to the following directory and
resources to join the cluster:
■
The shared configuration home directory
■
Cluster resources, such as printers, database systems, and disk storage
systems
Each node gets its configuration from a template in acserverconfig.xml, which is
located in a shared configuration home directory along with the license file,
acserverlicense.xml.
The acserverconfig.xml file contains the server templates as well as other
configuration parameters specifying the host names, volume names, port
numbers, printers, and services used by nodes in the cluster. When the Process
Management Daemon (PMD) starts up, it reads these configurations and exposes
the settings to the process environment variable list. When a node joins a cluster,
it configures itself using its designated template.
After installation and configuring the appropriate environment variables in
acpmdconfig.xml, the administrator launches the installed iServer image from the
command line by passing the necessary arguments or creates a script to execute
the command. Nodes with the same cluster ID, running on the same sub-net,
automatically detect and join each other to form the cluster. This feature is known
as elastic iServer clustering.
The cluster communicates across the network using standard HTTP/IP
addressing. The cluster automatically detects the on-off status of any node.
Single-point node failure does not affect the availability of other nodes.
One or more nodes in the cluster manage the request message routing. The
Process Management Daemons (PMDs) located on each node coordinate
processing among available iServer services based on message type to balance
load across the nodes.
iServer instances running on multiple machines maintain iServer system and
Encyclopedia volume metadata in databases and control access to shared volume
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Installing BIRT iSer ver for Windows
data. The volume data can be on machines that are not running iServer, but must
be shared and accessible to each iServer instance.
This loosely-coupled cluster model provides the following maintenance and
performance benefits:
■
Startup and shutdown of an iServer is fast because it is independent of the
RDBMS that manages the Encyclopedia volume. An RDBMS can remain
online when shutting down an iServer and the RDBMS is available when the
iServer starts up.
■
Controlling the sequence of Encyclopedia volume startup is not necessary. All
volumes are either already online in the RDBMS or come online as the RDBMS
starts.
■
Downtime to apply a patch fix patch or a diagnostic fix for an iServer is
reduced. The RDBMS, including the OOTB PostgreSQL database server, does
not have to be shutdown. In an iServer cluster, the patch or diagnostic fix can
be applied to one iServer node at a time.
This operational model lends itself well to grid, cloud, and other data-center
types of deployments. For more information about the cloud computing
deployment option, see Chapter 6, “Installing BIRT iServer in a cloud,” later in
this book. For more information about administering an installed iServer cluster,
see Chapter 9, “Clustering,” in Configuring BIRT iServer.
Preparing the iServer cluster environment
This section assumes the administrator has already performed a typical, wizardbased installation to create a standalone iServer instance on one computer. This
machine contains the shared configuration directory, which all nodes in the
cluster access. This section refers to the machine containing the shared
configuration directory as node1.
In the section, “Performing a wizard-based cluster node installation,” later in this
chapter, the Administrator chooses the custom installation option in the wizardbased install program to create a cluster node. This cluster node, referred to as
node2, accesses the shared resources on node1.
Before performing a cluster node installation, the Administrator performs the
following tasks:
■
Chapter
5Shares
folders
whichthe
all
nodes access.
On node1:
■
Shares the folders that all cluster nodes access
■
Turns off the Windows firewall
■
Obtains the machine host name and IP address
■
Tests the network accessibility of the machine
Chapter 5, Installing a BIRT iSer ver cluster
177
■
■
Reconfigures the partition path for the default partition in Configuration
Console using UNC format
■
Edits acserverconfig.xml and sets a property to make the metadata
database visible to all nodes
On node2:
■
Turns off the Windows firewall.
■
Obtains the machine host name and IP address.
■
Tests the network accessibility of the machine.
The following instructions provide a basic example of the operations required to
configure network sharing and firewall settings in the Windows environment. 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.
How to share the encyc and config\11SP4 folders
In an iServer Release 11 Service Pack 4 installation, cluster nodes must have readwrite access to AC_DATA_HOME\encyc and AC_DATA_HOME\config\11SP4
folders on node1. To give a cluster node read-write access to the folders and files
in the encyc folder and to the files in the config\11SP4 folder, perform the
following tasks on node1:
1 Using Windows Explorer on node1, right-click the folder, AC_DATA_HOME\
encyc. Choose Sharing and Security, as shown in Figure 5-1.
Figure 5-1
178
Choosing Sharing and Security
Installing BIRT iSer ver for Windows
2 On encyc Properties—Sharing, select the following options:
■
Share this folder on the network
■
Allow network users to change my files
Figure 5-2 shows the selected options.
Share folder on network
Allows node to write to encyc
Figure 5-2
Sharing the file folder on the network
Choose OK.
3 Repeat steps 1 through 3 for the \config\11SP4 folder. Make sure that all
settings conform to the security policies in force for the environment.
4 Close Windows Explorer.
How to turn off the Windows firewall
Perform the following steps on node1 and node2:
1 Choose Start➛Settings➛Control Panel.
2 In Control Panel, choose Windows Firewall.
3 On Windows Firewall—General, select Off, as shown in Figure 5-3. Make sure
that all settings conform to the security policies in force for the environment.
Chapter 5, Installing a BIRT iSer ver cluster
179
Figure 5-3
Turning off the Windows firewall
Choose OK.
How to display a computer’s IP address
To obtain the host names of node1 and the computer on which you will install the
cluster node, perform the following tasks on node1 and node2:
1 Choose Start➛Programs➛Accessories➛Command Prompt.
2 In Command Prompt, type the following command:
ipconfig /all
Press Enter. The host name appears, as shown in Figure 5-4. In this example,
the host name for node1 is urup.
Figure 5-4
180
Displaying the host name
Installing BIRT iSer ver for Windows
3 Write the host name and IP address in the spaces provided in Table 5-1.
Table 5-1
Host names and IP addresses of computers to be clustered
iServer
Host name
IP address
Node1
urup
192.168.30.246
Node2
kozu
192.168.30.233
How to test the connection between computers
Perform the following steps on both computers:
1 In Command Prompt, type the ping command followed by the IP address or
host name of the other computer. For example, type the following command
to ping a computer named kozu:
ping kozu
Press Enter.
If your computer reaches the other computer, Command Prompt displays a
series of replies, as shown in Figure 5-5.
Figure 5-5
Receiving a reply to a ping command
2 Close Command Prompt.
How to prepare node1 for clustering
On node1, or urup in this example, perform the following tasks:
1 Log in to Configuration Console and choose Advanced view. From the side
menu, choose Volumes. On Volumes, point to the icon next to the default
volume, corp in this example, and choose Take offline, as shown in Figure 5-6.
Chapter 5, Installing a BIRT iSer ver cluster
181
Figure 5-6
Taking a volume offline
In Volume Offline Grace Period, choose OK.
From the side menu, choose Partitions.
2 On Partitions, point to the icon next to DefaultPartition and choose Template
settings, as shown in Figure 5-7.
Figure 5-7
Choosing Template settings
On Template Settings, choose Change. In Partition Path, type the path to the
encyc folder, using UNC format. For example, if the hostname of node1 is
urup, type:
\\urup\encyc
Template Settings appears as shown in Figure 5-8.
Figure 5-8
Typing the partition path
To verify that iServer can access the encyc folder, choose Test.
A message appears, stating that the test was successful, as shown in
Figure 5-9. Choose OK.
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Installing BIRT iSer ver for Windows
Figure 5-9
Verifying a successful partition path test
On Template Settings, choose OK.
From the side menu, choose System.
3 On System—Status, choose Stop to stop the system, as shown in Figure 5-10.
Figure 5-10
Choosing to stop the system on System Status
4 Log out of Configuration Console.
5 Choose Start➛Settings➛Control Panel.
In Control Panel, choose Administrative Tools—Services.
On Services, stop the Actuate 11 BIRT iServer service.
6 Open Windows Explorer, and navigate to AC_DATA_HOME/config/11SP4.
Make a backup copy of acserverconfig.xml, then open acserverconfig.xml and
perform the following tasks:
1 Locate the <ConnectionProperties> element under the
<MetadataDatabase> element.
2 Under <ConnectionProperties>, locate:
<ConnectionProperty
Name="server"
Value="localhost"/>
3 Change Value from localhost to the name of the machine on which the
volume resides, in this example “urup”. For urup, the volume is located on
localhost, but in a cluster setting the administrator has to specify the
machine name, since the volume is not on a localhost from the reference
point of the other nodes.
4 Save acserverconfig.xml, and exit the file.
7 On Services, start the Actuate 11 BIRT iServer service.
Chapter 5, Installing a BIRT iSer ver cluster
183
Creating an account with Windows administrator
privileges
Before installing iServer, create a Windows user account that is a member of the
Administrators group. Use this account when installing and running iServer.
The iServer user account must meet the following requirements:
■
Be a member of the Windows Administrators group.
The account must have privileges to access the required software and
hardware, such as database servers, printers, and iServer files and folders.
■
Have log on as a service privilege.
If the account does not meet this requirement, the iServer installation program
prompts you to configure the privilege to run the Windows Actuate iServer
service.
On a new Windows Vista installation, the initial user account is not a member of
the Administrators group. You must configure this user account to be a member
of this group.
When installing iServer in Windows 2003, create a Windows user account that is a
member of the Power Users not the Administrators group. Make sure that the
Account has permission to access any printers required for printing. Perform the
installation using an account that has Administrator privileges. During the
installation, when prompted to specify the user account to run the iServer service,
specify the Power User account.
For more information about configuring a Power User and iServer account and
log on as a service privilege, see “Creating an account with Windows
administrator privileges,” in Chapter 2, “Installing BIRT iServer.”
Performing a wizard-based cluster node installation
This section assumes the Administrator has already performed the wizard-based
Typical install to create a standalone iServer on one computer and has performed
the tasks described in the Preparing the iServer cluster environment section,
earlier in this chapter. To create a standalone iServer installation, see “Performing
a new installation,” in Chapter 2, “Installing BIRT iServer.” To prepare the
standalone iServer node for clustering, see , “Preparing the iServer cluster
environment,” earlier in this chapter.
When creating a BIRT iServer cluster, the Administrator must install and run all
cluster nodes using the same administrative user account. The following section
describes how to install an iServer Release 11 cluster node in the Windows
operating system using the installation wizard.
184
Installing BIRT iSer ver for Windows
How to install a cluster node in Windows
1 Download the iServer distribution package from an FTP software distribution
site. Extract the files. Run the self-extracting executable file,
ActuateBIRTiServer.exe. The welcome message appears, as shown in
Figure 5-11. Choose Next.
Figure 5-11
Viewing the welcome message
2 Read and accept the license agreement, as shown in Figure 5-12. Choose Next.
Chapter 5, Installing a BIRT iSer ver cluster
185
Figure 5-12
Accepting the license agreement
3 The setup installs the prerequisite components that BIRT iServer requires, as
shown in Figure 5-13. Choose Next.
Figure 5-13
Installing Prerequisites
4 In Setup Type, select Custom, as shown in Figure 5-14.
186
Installing BIRT iSer ver for Windows
In Destination Folder, accept the default or choose a new destination folder for
the Program and Data locations. Choose Next.
iServer uses the Program location to resolve the paths to all the binaries that it
launches. The environment variable, AC_SERVER_HOME, points to the
location of the iServer binaries. The default path for the program location is
C:/Program Files/Actuate11SP4/iServer.
iServer uses the Data location to store the iServer logs, iServer encyclopedia,
including the PostgreSQL data, and all other run-time data. The environment
variable, AC_DATA_HOME, points to the location of the iServer data. The
default path for the data location is C:/Actuate/iServer/data.
Each iServer instance must to have its own AC_SERVER_HOME and
AC_DATA_HOME folders. These folders cannot be shared by other nodes in a
cluster.
Figure 5-14
Selecting the custom installation
5 In Select Features, select all features—Core products, Management Console,
AFC files from previous releases, and Examples, as shown in Figure 5-15. A
cluster node must have access to Configuration Console. Configuration
Console installs with Management Console. Choose Next.
6 In iServer Installation Option, select Cluster node to install iServer as a cluster
node. Then specify the configuration home location, as shown in Figure 5-16.
The configuration home location is the shared directory containing the
acserverconfig.xml, acserverlicense.xml, and acconfigowner.lock files for the
Chapter 5, Installing a BIRT iSer ver cluster
187
cluster. The administrator should specify the location using the Universal
Naming Convention (UNC) Format.
In a Release 11 Service Pack 4 installation, the configuration files are located in
AC_DATA_HOME\config\11SP4 by default. If the shared configuration
folder is in this default location on a server named urup, then the
administrator should specify \\urup\11SP4 as the path.
Choose Next.
7 In License File Details, select Use the license that you purchased. Choose
Browse then navigate to and choose the license file, as shown in Figure 5-17.
Choose Next. Alternatively, choose Try out the product using the included
evaluation software license if you do not have a purchased license.
Figure 5-15
188
Selecting features to install
Installing BIRT iSer ver for Windows
Figure 5-16
Choosing the option to install a node
Figure 5-17
Specifying the license file
If installing using a named user license, a prompt appears advising you to
check that the volume does not exceed the number of registered users
authorized by the license, as shown in Figure 5-18.
Chapter 5, Installing a BIRT iSer ver cluster
189
Figure 5-18
Viewing the named user license question
Choose Yes to continue the installation.
8 In Locale Information, choose Next to accept the default language and time
zone, as shown in Figure 5-19. Alternatively, choose the language and locale
settings for your region.
9 In Specify Profiles, type the user name, password, and confirm the password
for the account used to start the Actuate BIRT iServer 11 service, as shown in
Figure 5-20. The account must be a member of the Administrators group.
Actuate recommends that you limit access to this account for security reasons.
If you are installing on Windows 2003, specify a user account that is in the
Power Users not the Administrators group. A user account in the
Administrators group cannot start the Actuate 11 BIRT iServer service.
Accept Automatically start the Actuate BIRT iServer 11 service when
Windows boots, as shown in Figure 5-20. If you deselect this option, you must
start the service manually from Windows Services. Choose Next.
Figure 5-19
190
Specifying a language
Installing BIRT iSer ver for Windows
Figure 5-20
Specifying the account for running the iServer service
If prompted to add Log on as a service privilege, choose Yes, as shown in
Figure 5-21.
Figure 5-21
Setting the Windows local security policy
10 In iServer Configuration, shown in Figure 5-22, type the cluster node name or
IP address for the node. Type a port number or accept the default port number,
8100. The Actuate BIRT iServer 11 service on Windows binds to this port
number to listen for requests. Choose Next.
Chapter 5, Installing a BIRT iSer ver cluster
191
Figure 5-22
Identifying the cluster node and port to bind iServer service
11 In System Configuration Password, type a Configuration Console password,
as shown in Figure 5-23. Note that the default user name for Management
Console is Administrator with no password. Choose Next.
192
Installing BIRT iSer ver for Windows
Figure 5-23
Specifying the password for using Configuration Console
12 If you chose to install Management Console in step 5, complete the following
steps:
1 Specify the following information, as shown in Figure 5-24. Choose Next:
❏
❏
Host name and port number for the following items:
❏
PMD (Process Management Daemon) Configuration
❏
iServer Configuration
Default volume name
The BIRT iServer System name the Administrator specified on
Encyclopedia Metadata Storage and System Name during the wizardbased Typical install to create a standalone iServer, as shown in
Figure 2-5 in “Installing a new instance of BIRT iServer Release 11,” in
Chapter 2, “Installing BIRT iServer.”
Chapter 5, Installing a BIRT iSer ver cluster
193
Figure 5-24
Specifying the Management Console Configuration
2 In Actuate iServer Application Container, type the port number that the
iServer Application Container uses, or accept the default port number,
8900, as shown in Figure 5-25. Choose Next.
Figure 5-25
194
Specify the port number for iServer Application Container
Installing BIRT iSer ver for Windows
3 In Context Path, type the context path for Management Console or accept
the default path, /acadmin, as shown in Figure 5-26. Choose Next.
Figure 5-26
Specifying the context path
4 In Select Program Folder, specify a folder name containing the iServer
icons that are used to launch the consoles, or accept the default name,
Actuate11, as shown in Figure 5-27. Choose Next.
Figure 5-27
Specifying a program folder
Chapter 5, Installing a BIRT iSer ver cluster
195
13 In Start Copying Files, review the settings shown in Figure 5-28. Choose Next
to start copying files.
Figure 5-28
Reviewing settings before copying files
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 5-29.
Figure 5-29
196
Viewing setup status
Installing BIRT iSer ver for Windows
14 When the setup success message appears, as shown in Figure 5-30. Choose
Finish to exit the wizard.
Figure 5-30
Exiting the installation wizard
15 The installation program prompts you to install the online help from the
following location, as shown in Figure 5-31:
http://www.actuate.com
Figure 5-31
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows
choose Start➛ Actuate 11➛Update Documentation.
16 If you chose to install Management Console in step 4, the installation program
installs shortcuts on the desktop, as shown in Figure 5-32.
Figure 5-32
Viewing BIRT iServer shortcuts on the desktop
Chapter 5, Installing a BIRT iSer ver cluster
197
These shortcuts provide access to the following iServer components:
■
iServer Management Console
Launches Management Console to administer an Encyclopedia volume, set
up user accounts, and run reports.
■
BIRT iServer 11
Opens Welcome to Actuate BIRT iServer from which you can log in to
Information Console to perform tasks, such as accessing folders and
viewing reports.
Adding a node to a cluster
This section assumes the Administrator has completed the following tasks:
■
Installed iServer as a standalone instance on one machine
■
Prepared the node machines for clustering
■
Installed iServer as a cluster node instance on a second machine
To add a node to a cluster, the Administrator performs the following tasks:
■
Edits acpmdconfig.xml on the cluster node to point to the template the cluster
node uses
■
Starts the iServer system on the cluster node
How to add a newly installed node to a cluster
To add the newly installed node to a cluster, perform the following tasks on the
cluster node:
1 Choose Start➛Settings➛Control Panel.
In Control Panel, choose Administrative Tools—Services.
On Services, stop the Actuate 11 BIRT iServer service.
2 Open acpmdconfig.xml, by default located in AC_SERVER_HOME/etc, and
perform the following tasks:
1 Modify <AC_TEMPLATE_NAME> to use the name of the template that
you want the node to use. The shared acserverconfig.xml contains one
template by default. Specify the name that appears in the Name attribute of
the <Template> element in the shared acserverconfig.xml. In this example
the server template name is urup, as shown in Listing 5-1.
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Installing BIRT iSer ver for Windows
Listing 5-1
Viewing the shared acserverconfig.xml
<Templates>
<Template
Name="urup"
PMDPort="8100"
ActuateBuild="110F120420"
ActuateVersion="11 Service Pack 4"
ServerSOAPPort="11100"
AppContainerPort="8900"
RequesterRSAPIVolume="corp">
...
</Template>
</Templates>
2 Verify that <AC_CONFIG_HOME> points to the shared configuration
home directory for the cluster. This is the path you specified for the
configuration home location during the install procedure, as shown in
Figure 5-16.
acpmdconfig.xml appears as shown in Listing 5-2.
Listing 5-2
Modifying acpmdconfig.xml
<!--Server information -->
<Server>
<Startup>Manual</Startup>
<AC_TEMPLATE_NAME>urup</AC_TEMPLATE_NAME>
<AC_DATA_HOME>C:\Actuate\iServer\data</AC_DATA_HOME>
<AC_CONFIG_HOME>\\urup\11SP4</AC_CONFIG_HOME>
...
</Server>
<!-- Servlet Container information -->
3 Save acpmdconfig.xml and exit the file.
3 Start the Actuate 11 BIRT iServer service on the cluster node.
4 On the cluster node, log in to Configuration Console, and start the system, as
shown in Figure 5-33. The new cluster node will automatically contact the
acserverconfig.xml in the shared configuration home directory to access its
template, and then join the cluster.
Chapter 5, Installing a BIRT iSer ver cluster
199
Figure 5-33
Starting the server
5 In Advanced view, choose Servers and confirm that the servers are online, and
that the Factory and View services are enabled, as shown in Figure 5-34.
Figure 5-34
200
Viewing a cluster composed of urup and kozu
Installing BIRT iSer ver for Windows
Chapter
Chapter 6
Installing BIRT iServer
in a cloud
This chapter contains the following topics:
■
Understanding a BIRT iServer cloud deployment
■
Deploying BIRT iServer in a cloud environment
■
Setting up iServer to use the out-of-the-box (OOTB) PostgreSQL database
■
Setting up iServer to use an alternative database
■
Setting up iServer only
■
Setting up iServer to join an existing cluster
■
Understanding the cloud deployment environment
Chapter 6, Installing BIRT iSer ver in a cloud
201
Understanding a BIRT iServer cloud deployment
A cloud deployment in the BIRT iServer environment has the following features:
■
Easy-to-prepare, stateless iServer image
This image of an installed iServer run-time environment does not require
modification during installation or the life time of the instance. The
administrator can create a customized image by generating an archive of an
installed iServer run-time environment. Alternatively, an out-of-the-box
(OOTB) image is available as a separate iServer distribution package for
Windows and Linux. The administrator deploys the image by unbundling the
archive and running an installation script or installing a virtual image on the
target machine.
■
Ready-to-launch iServer instance
Launching an iServer instance requires minimal work. After installing, the
administrator launches the deployed iServer image from the command line
using a script to execute the commands.
■
Elastic iServer clustering
The use of a ready-to-launch iServer image simplifies iServer cluster
installation and management. Nodes with the same cluster ID, running on the
same sub-net, automatically detect and join to form the cluster. The cluster
automatically detects the on-off status of any node. Single-point node failure
does not affect the availability of the other nodes.
In Release 11 and earlier, iServer used multicasting to broadcast event
information and synchronize operations in a cluster. Some cloud computing
environments do not support multicasting. Starting in Release 11 Service
Pack 1 and later, iServer uses a third-party RDBMS as a shared repository for
storing cluster information. This enhancement replaces multicasting as a way
of managing the cluster environment.
For more information on setting up a cluster after performing a cloud
deployment of a stand-alone iServer installation, see “Setting up iServer to
join an existing cluster,” later in this chapter; Chapter 5, “Installing a
BIRT iServer cluster,” earlier in this book; and Chapter 9, “Clustering,” in
Configuring BIRT iServer. For more information on iServer architecture, see
“Understanding Actuate BIRT iServer architecture,” earlier in this book.
Deploying BIRT iServer in a cloud environment
In an Actuate cloud deployment, a stateless iServer image contains only the
run-time environment. The administrator typically transfers the image of the
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Installing BIRT iSer ver for Windows
iServer run-time environment using a compressed archive, such as a ZIP file, or
virtual image, unbundling the image on the target machine.
In addition, the administrator must install a supported version of the JAVA SE
Development Kit (JDK) 1.6 (32-bit) or earlier. If not already installed on the
machine, the JDK can be downloaded from the following location:
http://www.oracle.com/technetwork/java/javase/downloads/index.html
In Windows, the deployment script automatically installs the following
prerequisite Microsoft Visual C++ Libraries. These libraries ship with the iServer
distribution package in AC_SERVER_HOME/prerequisites. You can also
download these resources from Microsoft, and manually install them.
In a 32-bit environment:
■
Microsoft Visual C++ 2005 SP1 Redistributable Package (x86) vcredist_vs2005_x86.exe
■
Microsoft Visual C++ 2008 Redistributable Packages (x86) - vcredist_x86.exe
In a 64-bit environment:
■
Microsoft Visual C++ 2005 Redistributable Package (x64) - vcredist_x64.exe.
If you have an earlier version of BIRT iServer installed on your machine, such as
Release 10 Service Pack 1, you can continue to run the earlier version, but not
simultaneously with the new version if the earlier version uses the same default
ports. You must shut down the earlier version during the deployment process.
The earlier version must remain shut down when the newly installed iServer is
running. Reconfigure the ports for one of the versions to run both versions at the
same time.
The iServer Release 11 distribution package also contains the portmapper
components required to run an Actuate e.Report, but the portmapper must be
started manually using iServer/bin/portinst.exe. If the Actuate e.Reports option
is enabled by a license key, iServer looks for the portmapper when it starts. If the
portmapper is unavailable, iServer shuts down gracefully after a timeout, writing
an appropriate error message to the logs. If the Actuate e.Reports option is not
enabled by the license key, an attempt to run an e.Report fails gracefully. iServer
does not look for the presence of the portmapper.
In an iServer Release 11 configuration, Actuate recommends storing iServer data
in a directory located outside the iServer run-time environment. In a default
Windows setup performed using the wizard-based install program, the iServer
run-time environment installs in the following directory:
C:\Program Files\Actuate11SP4\iServer
The data installs in the following directory:
C:\Actuate\iServer\data
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203
In a cloud deployment, Actuate recommends installing in an alternative directory.
For example, in Windows, extract the iServer distribution package files to the
following directory:
C:\Actuate11
Extracting the iServer files installs the run-time environment in the following
directory:
C:\Actuate11\iServer
Running the setup script installs the data in the following directory:
C:\Actuate11\iServer\data
The environment variable AC_SERVER_HOME points to the directory containing
the run-time environment. The environment variable AC_DATA_HOME points
to the directory containing the iServer data.
Deploying an iServer distribution package
In deploying an iServer distribution package, the administrator performs the
following tasks:
■
Extracts the contents of the iServer distribution package
■
Installs a supported Java Development Kit (JDK)
■
Runs the iServer setup script, installing iServer using an evaluation license
How to extract the contents of the iServer distribution package
To extract the iServer run-time resources and configure the setup script, perform
the following tasks:
1 Create a new folder in a location outside of C:\Program Files or C:\Program
Files( x86), such as C:\Actuate11.
2 Using Winzip or another file extraction tool, extract the contents of
ActuateBIRTiServer.zip to the folder created in the previous step, as shown in
Figure 6-1.
Figure 6-1
204
Extracting iServer distribution package contents
Installing BIRT iSer ver for Windows
3 In the iServer Release 11 configuration, the setting for the environment
variable, AC_SERVER_HOME, specifies the location of the iServer program
files. The variable, AC_JAVA_HOME, specifies the location of the Java
Development Kit (JDK.)
The setupiServer.bat script automatically detects the location of
AC_SERVER_HOME and AC_JAVA_HOME. If the script is unable to locate
these resources in the environment, the script provides an error message. In
this case, you can edit the script to set the values for these properties manually.
To specify the location of AC_SERVER_HOME and AC_JAVA_HOME in the
setupiServer.bat script, perform the following tasks:
1 Using a text editor, open the script, setupiServer.bat, located in the folder
where you extracted BIRT iServer 11.
2 Specify the paths to AC_SERVER_HOME and AC_JAVA_HOME, as shown
in Listing 6-1.
3 Save and close the file.
Listing 6-1
setupiServer.bat script
@echo off
REM Script that sets up the iServer and starts the iServer
cls
Title Actuate BIRT iServer 11 setup and start script for
evaluation
...
set AC_SERVER_HOME=C:\Actuate11\iServer
set AC_JAVA_HOME=C:\JDK160
...
Running the setup script
The setup script provides the following stand-alone and cluster installation
options:
■
Stand-alone
■
Set up iServer to use the out-of-the-box (OOTB) PostgreSQL database
Sets up iServer and an embedded out-of-the-box (OOTB) PostgreSQL
database for storing iServer system and Encyclopedia volume metadata.
■
Set up iServer to use an alternative database
Sets up iServer and an external database, such as DB2, Microsoft SQL
Server, Oracle, or a pre-existing PostgreSQL database, for storing iServer
system and Encyclopedia volume metadata. Requires superuser or
database system administrator access to the external database.
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■
Set up iServer only
Sets up only the iServer program files. This option requires logging into
Configuration Console after installing iServer to set up a connection to the
database used for storing iServer system and Encyclopedia volume
metadata. Requires the database administrator to run SQL Data Definition
Language (DDL) scripts to create a database and the following schema
owner and application user accounts with appropriate privileges:
❏
iServer system schema owner
❏
Encyclopedia volume schema owner
❏
iserver application user
For more information about creating the iServer system and Encyclopedia
volume schemas and iserver user in an alternative database, see Chapter 3,
“Installing BIRT iServer using an alternative database.”
■
Cluster
■
Set up iServer to join an existing cluster
Sets up an iServer node on an existing cluster to add more capacity. The
setup prompts the administrator for the location of the shared
configuration files.
How to run the setup script
1 From the Windows menu, choose Start➛Run.
2 Open a command prompt by typing cmd, and choose OK.
3 Navigate to the folder where you extracted the iServer package, such as
C:\Actuate11.
4 Type setupiServer, and press Enter to execute the installation script.
5 The script prompts you to choose one of the following stand-alone or cluster
options in setting up iServer, as shown in Figure 6-2:
■
■
Standalone:
❏
1. Set up iServer to use the out-of-the-box (OOTB) PostgreSQL database.
❏
2. Set up iServer to use an alternative database.
Follow instructions under iServer\tools\install\readme before
selecting this choice.
❏
3. Set up iServer only.
Use this option to setup iServer only and add an external database
connection later using Configuration Console.
Cluster:
❏
206
4. Set up iServer to join an existing cluster.
Installing BIRT iSer ver for Windows
■
5. Abort to terminate the operation.
Figure 6-2
Choosing setup type
The following sections describe how to perform an installation for each option.
Setting up iServer to use the out-of-the-box (OOTB)
PostgreSQL database
The following section describes how to set up iServer to use the out-of-the-box
(OOTB) PostgreSQL database.
How to set up iServer to use the out-of-the-box (OOTB) PostgreSQL database
After extracting the contents of ActuateBIRTiServer.zip and running the setup
script as described in “How to extract the contents of the iServer distribution
package” and “How to run the setup script” earlier in this chapter, perform the
following tasks:
1 In the setupiServer menu, press Enter to choose default option 1, Set up
iServer to use the out-of-the-box (OOTB) PostgreSQL database, as shown in
Figure 6-3.
The script performs the following tasks, as shown in Figure 6-3:
■
Installs the prerequisite C++ runtime components
■
Sets up the iServer deployment files, including log and security keys files
■
Installs and starts the OOTB PostgreSQL database system used to store
Encyclopedia volume metadata
■
Starts BIRT iServer 11
■
Creates the Encyclopedia volume
■
Uploads the Encyclopedia volume sample content
Chapter 6, Installing BIRT iSer ver in a cloud
207
Figure 6-3
Using the setup script to install option 1
When the script starts Actuate BIRT iServer 11, a command prompt opens to
serve as the console from which iServer can be shut down, as shown in
Figure 6-4.
Figure 6-4
Viewing Actuate BIRT iServer 11 console
When the script starts PostgreSQL for Actuate BIRT iServer, a command
prompt opens to serve as the console from which PostgreSQL can be shut
down, as shown in Figure 6-5.
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Installing BIRT iSer ver for Windows
Figure 6-5
Viewing PostgreSQL for Actuate iServer console
For information about starting and stopping Actuate BIRT iServer 11 from a
command prompt, see “How to stop and start Actuate BIRT iServer,”later in
this section. For information about starting and stopping PostgreSQL for
Actuate iServer, see “How to stop and start PostgreSQL for Actuate
iServer,”later in this section.
If a Windows Security Alert appears indicating that the firewall is blocking
access to Actuate BIRT iServer programs, perform the following tasks:
1 In Allow Actuate BIRT iServer to communicate on these networks, for
example, select Private networks, such as my home or work network, then
choose Allow access, as shown in Figure 6-6.
2 Repeat this step for other Windows Security Alerts, such as Java Platform
SE binary.
Figure 6-6
Allowing firewall access to Actuate BIRT iServer
When the script finishes running, press any key to close the command prompt
running setupiServer.bat script, as shown in Figure 6-3. If the script exit
returns to the command line, type exit to close the command prompt. Be
careful to not close the command prompt running the Actuate BIRT iServer 11
console or PostgreSQL by mistake.
Chapter 6, Installing BIRT iSer ver in a cloud
209
Accessing Information, Management, and
Configuration Consoles
In Windows, the deployment program installs shortcuts to the folder where you
extracted the BIRT iServer deployment package. These shortcuts provide access
to the following iServer consoles:
■
BIRT iServer 11 Information Console
Launches the Information Console to access folders and view designs and
documents
■
BIRT iServer 11 Management Console
Launches Management Console to set up user accounts and schedule or run a
design
After the script finishes running, a browser opens displaying Welcome to Actuate
BIRT iServer, as shown in Figure 6-7.
Log in to Information Console by choosing the shortcut. Alternatively, open a
browser manually and enter the following URL, as shown in Figure 6-7:
http://localhost:8900/iportal/
Figure 6-7
Viewing Welcome to Actuate BIRT iServer
Log in to Management Console by choosing the shortcut. Alternatively, open a
browser manually and enter the following URL, as shown in Figure 6-8:
http://localhost:8900/acadmin/
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Installing BIRT iSer ver for Windows
Figure 6-8
Logging in to Management Console
Log in to Configuration Console to perform administrative operations, such as
the following tasks:
■
Add an Encyclopedia volume.
■
Connect to a database.
■
Make modifications to iServer parameters and server templates.
■
Update the license.
To access Configuration Console for administering iServer, open a browser
manually and enter the following URL, as shown in Figure 6-9:
http://localhost:8900/acadmin/config/
Figure 6-9
Logging in to Configuration Console
When starting PostgreSQL for Actuate iServer and Actuate BIRT iServer, the best
practice is to start PostgreSQL then iServer. When stopping these programs, stop
iServer then PostgreSQL, if necessary.
Chapter 6, Installing BIRT iSer ver in a cloud
211
It is not necessary to shut down the database when starting and stopping
iServer. iServer starts faster with the database already running and available in
the background, which is particularly important in cluster and other
high-performance operations.
The following sections describe how to perform these operations in the
recommended order.
Stopping and starting iServer and PostgreSQL
processes
After installing iServer, an administrator can stop and start iServer and
PostgreSQL processes from a command prompt using scripts provided in the
installation.
How to stop and start Actuate BIRT iServer
To stop Actuate BIRT iServer, perform the following tasks:
1 From the Actuate BIRT iServer console, type s and press Enter.
The message, Shutting down the server appears, as shown in Figure 6-10.
2 Wait for the shutdown process to complete.
After shutting down iServer, the command prompt closes automatically.
Figure 6-10
Shutting down Actuate BIRT iServer 11 from the console
To restart iServer, perform the following tasks:
1 Open a command prompt and navigate to AC_SERVER_HOME/bin.
2 Type the following command and press Enter, as shown in Figure 6-11:
startsrvr
Figure 6-11
212
Starting Actuate BIRT iServer 11
Installing BIRT iSer ver for Windows
A new Actuate BIRT iServer 11 console opens, as shown earlier in Figure 6-4.
This window must remain open, since the iServer service runs from this
window.
How to stop and start PostgreSQL for Actuate iServer
To shut down PostgreSQL for Actuate iServer from the console that opens during
the installation process, shown in Figure 6-5, type Ctrl-C. Wait for the shutdown
process to complete. After shutting down PostgreSQL, the command prompt
closes automatically.
To restart PostgreSQL for Actuate iServer, perform the following tasks:
1 Open a command prompt and navigate to AC_SERVER_HOME/bin.
2 Type the following command and press Enter, as shown in Figure 6-12:
startpostgresql
Figure 6-12
Starting PostgreSQL for Actuate iServer
A new command window opens, entitled PostgreSQL for Actuate iServer, as
shown in Figure 6-13. This window must remain open, since the iServer
service runs from this window.
Figure 6-13
Viewing PostgreSQL for Actuate iServer command window
To stop PostgreSQL, perform the following tasks:
1 Open a command prompt and navigate to AC_SERVER_HOME/bin.
2 Type the following command and press Enter, as shown in Figure 6-14:
stoppostgresql
The PostgreSQL for Actuate iServer command window closes.
Chapter 6, Installing BIRT iSer ver in a cloud
213
Figure 6-14
Stopping PostgreSQL for Actuate iServer
Setting up iServer to use an alternative database
The following section describes how to install and configure the iServer
deployment bundle to use an alternative database.
How to prepare the installation environment
After extracting the contents of ActuateBIRTiServer.zip as described in “How to
extract the contents of the iServer distribution package” earlier in this chapter,
prepare the installation environment before running the setup script by
performing the following tasks:
1 Using Windows Explorer or a command prompt, navigate to
AC_SERVER_HOME\tools\install. For example:
C:\Actuate11\iServer\tools\install
2 Using a text editor, open the readme.txt file that contains the preliminary
setup instructions, as shown in Listing 6-2:
Listing 6-2
The readme.txt file
1. Install database client software onto the iServer node.
2. Configure the database client to access the database
instance to which you want to install the encyclopedia.
In some cases, you may need to set the correct environment
variables in the command window from which you run the
script. For example, to run the scripts on Unix with DB2
as the database, you will need to configure environment
variables such as DB2INSTANCE, INSTHOME, PATH and
LD_LIBRARY_PATH to make db2 commands accessible.
3. Create a "lib" folder under $AC_SERVER_HOME/tools/install.
Copy JDBC driver jar from database client to this "lib"
folder.
- For Oracle database copy ojdbc14.jar
- For DB2 database, copy db2jcc.jar
- For SQL Server database, copy sqljdbc4.jar
- For PostgreSQL database, copy postgresql-8.4-703.jdbc4.jar
4. Edit the install.properties file to add database connection
properties and other required properties.
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Installing BIRT iSer ver for Windows
5. The script is called by other scripts, for example
startiServer_Non_EmbeddedDB.bat. It can also be executed
manually as below:
ant -f install.xml install
3 Following the instructions in readme.txt, perform the following tasks:
1 Install an alternative database, such as DB2, Microsoft SQL Server, Oracle,
or a pre-existing PostgreSQL server.
2 Run a SQL script containing the appropriate Data Definition Language
(DDL) statements to create the iserver database. For example, when
creating the database in a PostgreSQL server, run the following DDL
commands:
1 Connect to the PostgreSQL system database as a user with full
administrator privileges, typically named postgres, and execute the
following SQL commands to create a database named iserver:
CREATE DATABASE iserver
WITH OWNER = "postgres"
TEMPLATE = template0 ENCODING = 'UTF-8';
REVOKE ALL ON DATABASE iserver FROM PUBLIC;
2 In the iserver database, create the plpgsql procedural language by
executing the following SQL command:
CREATE LANGUAGE plpgsql;
Plpgsql is a superset of PostgreSQL that supports advanced
programming features, such as variables, conditional expressions,
iterative constructs, and events. If the language is already installed, an
error message appears. If so, ignore the message.
When the setupiServer script runs, as described in “How to set up iServer
to use an alternative database,” later in this section, the script creates the
following schema owner and application user accounts with appropriate
privileges:
❏
iServer system schema owner
❏
Encyclopedia volume schema owner
❏
iserver application user
For more information about creating the iServer system and Encyclopedia
volume schemas and iserver user in an alternative database, see Chapter 3,
“Installing BIRT iServer using an alternative database.”
3 Create a lib folder in AC_SERVER_HOME/tools/install, and copy the
JDBC driver JAR file specified for the database to the lib folder.
4 In a text editor, open the install.properties file, and specify all required and
any necessary optional settings, as shown in Listing 6-3.
Chapter 6, Installing BIRT iSer ver in a cloud
215
The install.properties file requires settings for the following properties:
❏
AC_SERVER_HOME
iServer home folder, such as C:/Actuate11/iServer. Use forward
slashes in the path specification.
❏
SYSTEM_NAME
Set up automatically by the installation script. Do not change this
property. Restrict system, schema, and the iServer application user
names to alphanumeric and underscore characters with an initial
alphabetic character in the pattern [a-z][a-z 0-9]*. Do not use a
hyphen.
❏
DEFAULT_DATABASE _PASSWORD
Default database server administrator (DBA) or superuser password
if the user does not specify a password at the script prompt.
❏
Database-specific properties:
❏
jdbc.dbtype
Server type, such as DB2, Microsoft SQL Server, Oracle,
or PostgreSQL.
❏
jdbc.serverName
Database server name.
❏
jdbc.portNumber
Database server port number.
❏
jdbc.databaseName
Database name, such as iserver.
❏
dba.name
Database administrator (DBA) name.
❏
dba.password
Database administrator (DBA) password. The installation script
prompts for the password, so this value can be left at the default
setting.
Listing 6-3 specifies the required property settings for a PostgreSQL
database as an example.
Listing 6-3
The install.properties file
#Please specify the follow required properties:
AC_SERVER_HOME, AC_DATA_HOME and AC_CONFIG_HOME
#for the iServer install. Do not use backslash ("\") in the
path. Always use forward slash ("/")
#on both Windows, Linux, or Unix.
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Installing BIRT iSer ver for Windows
#REQUIRED
#AC_SERVER_HOME, for example: D:/ActuateBIRTiServer/iServer
AC_SERVER_HOME=C:/Actuate11/iServer
#OPTIONAL
#AC_DATA_HOME, for example: ${AC_SERVER_HOME}/data
#OPTIONAL
#AC_CONFIG_HOME, for example: ${AC_SERVER_HOME}/data/config
#REQUIRED
#Set up by the script automatically. User should not change
it.
SYSTEM_NAME=#AC_SYSTEM_NAME#
#REQUIRED
#Database password that Installer asked for, which will be
applied to all DB related passwords, if user doesn't
specify.
DEFAULT_DATABASE_PASSWORD=xxxxxx
#OPTIONAL
#APPLICATION_USER_PASSWORD=${DEFAULT_DATABASE_PASSWORD}
#OPTIONAL
#SYSTEM_SCHEMA_PASSWORD=${DEFAULT_DATABASE_PASSWORD}
#OPTIONAL
#VOLUME_SCHEMA_PASSWORD=${DEFAULT_DATABASE_PASSWORD}
#
#Specify database specifc properties. The database types
supported are Microsoft SQL Server, Oracle, DB2, and
PostgreSQL.
...
jdbc.dbtype=PostgreSQL
jdbc.serverName=localhost
jdbc.portNumber=8432
jdbc.databaseName=iserver
#define the target database
dba.name=postgres
dba.password=xxxxxx
...
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217
How to set up iServer to use an alternative database
After preparing the installation environment, run the setup script as described in
“How to run the setup script,” earlier in this chapter, and perform the following
installation tasks:
1 In the setupiServer menu, choose option 2, Set up iServer to use an alternative
database, as shown in Figure 6-15.
The script performs the following tasks, as shown in Figure 6-15:
■
Installs the prerequisite C++ runtime components
■
Sets up the iServer deployment files, including log and security keys files
■
Sets up and starts BIRT iServer 11
■
Creates the Encyclopedia volume
■
Uploads the Encyclopedia volume sample content
Figure 6-15
Completing the iServer alternative database setup
When the script starts iServer, a new command prompt opens to serve as the
Actuate BIRT iServer console from which iServer can be shut down, as shown
in Figure 6-16.
When the script finishes running, press any key to close the command prompt
running setupiServer.bat script, as shown in Figure 6-15. If the script exit
returns to the command line, type exit to close the command prompt. Be
careful to not close the command prompt running the Actuate BIRT iServer
console by mistake.
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Installing BIRT iSer ver for Windows
Figure 6-16
Viewing Actuate BIRT iServer 11 console
After the script finishes running, a browser opens displaying Welcome to
Actuate BIRT iServer, as shown earlier in Figure 6-7. For more information
about accessing iServer consoles, see “Accessing Information, Management,
and Configuration Consoles,” earlier in this chapter.
Setting up iServer only
The following section describes how to install and configure iServer only and add
the external database connections later using Configuration Console. In this
option, the administrator performs the following installation tasks:
■
Sets up iServer run-time environment only using the cloud deployment
package
■
Configures an external database to store iServer system and Encyclopedia
volume metadata
■
Uses Configuration Console to configure a database connection by specifying
the properties for the following items:
■
Metadata database
■
System and Encyclopedia volume schemas and iserver application user
roles
■
Data partition and Encyclopedia volume
Setting up iServer only using the cloud deployment
package
After extracting the contents of ActuateBIRTiServer.zip and running the setup
script as described in “How to extract the contents of the iServer distribution
package,” and “How to run the setup script,” earlier in this chapter, perform the
following tasks.
How to set up iServer only
1 In the setupiServer menu, choose option 3, Set up iServer only.
Chapter 6, Installing BIRT iSer ver in a cloud
219
The script performs the following tasks, as shown in Figure 6-17:
■
Installs the prerequisite C++ runtime components
■
Sets up the iServer deployment files, including log and security keys files
■
Sets up and starts BIRT iServer 11
Figure 6-17
Completing the iServer only setup
When the script starts iServer, a new command prompt opens to function as
the Actuate BIRT iServer console from which iServer can be shut down, as
shown in Figure 6-18.
Figure 6-18
Viewing Actuate BIRT iServer 11 console
When the script finishes running, a browser opens displaying Welcome to
Actuate Information Console, as shown earlier in Figure 6-7, but no
Encyclopedia volume is available. You cannot log into Information Console
until an Encyclopedia volume exists.
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Installing BIRT iSer ver for Windows
2 After the script finishes running, press any key to close the command prompt
running setupiServer.bat script, as shown in Figure 6-17. If the script exit
returns to the command line, type exit to close the command prompt.
3 After installing option 3, stop and restart iServer by performing the following
tasks:
1 In Actuate BIRT iServer console, type s to shutdown BIRT iServer.
2 Open a new command prompt and navigate to AC_SERVER_HOME/bin.
3 Type the following command and press Enter, as shown in Figure 6-19:
startsrvr
Figure 6-19
Starting Actuate BIRT iServer 11
A new Actuate BIRT iServer 11 console opens, as shown earlier in Figure 6-18.
This window must remain open, since the iServer service runs from this
window. For more information about stopping and starting iServer, see “How
to stop and start Actuate BIRT iServer,” earlier in this chapter.
Configuring an external database
The database administrator must install an external database then run SQL
scripts containing the Data Definition Language (DDL) statements to create the
following database objects with appropriate privileges:
■
Metadata database
■
iServer system schema and user role
■
Encyclopedia volume schema and user roles
■
iserver application user role
How to add an external database
The following section describes how to add an external database, schemas, and
user roles using PostgreSQL server as an example. Listing 6-4 shows an example
of a SQL script containing Data Definition Language (DDL) statements that create
these objects with appropriate privileges in a PostgreSQL database.
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221
Listing 6-4
SQL Data Definition Language (DDL) script
# Run in postgres database
CREATE DATABASE iserver
WITH OWNER = "postgres"
TEMPLATE = template0 ENCODING = 'UTF-8';
REVOKE ALL ON DATABASE iserver FROM PUBLIC;
CREATE ROLE ac_corp_system LOGIN PASSWORD 'password';
GRANT CONNECT ON DATABASE iserver TO ac_corp_system;
CREATE ROLE ac_corp LOGIN PASSWORD 'password';
GRANT CONNECT ON DATABASE iserver TO ac_corp;
CREATE ROLE iserver LOGIN PASSWORD 'password';
GRANT CONNECT ON DATABASE iserver TO iserver;
# Run in iserver database
CREATE LANGUAGE plpgsql;
CREATE SCHEMA ac_corp_system AUTHORIZATION ac_corp_system;
GRANT USAGE ON SCHEMA ac_corp_system TO iserver;
CREATE SCHEMA ac_corp AUTHORIZATION ac_corp;
GRANT USAGE ON SCHEMA ac_corp TO iserver;
For more information about creating a metadata database, iServer system and
Encyclopedia volume schemas, and iserver user or role in a supported alternative
database, such as DB2, Microsoft SQL Server, Oracle, or a pre-existing
PostgreSQL database, see Chapter 3, “Installing BIRT iServer using an alternative
database.”
Using Configuration Console to configure the
database connection
After configuring the database and completing the iServer only installation, the
iServer administrator must use Configuration Console to complete the iServer
system setup by specifying the database connection properties for the following
items:
222
■
Metadata database
■
iServer System schema
■
Encyclopedia volume schema
Installing BIRT iSer ver for Windows
To create these items, perform the following tasks:
1 Log in to Configuration Console by opening a browser and entering the
following URL, as shown in Figure 6-20. The administrator does not have a
password yet, so leave Password blank.
http://localhost:8900/acadmin/config/
Figure 6-20
Logging in to Configuration Console
2 Choose Advanced view, then choose Volumes.
How to specify a new metadata database
1 To specify a new metadata database, perform the following tasks:
1 Point to the icon next to Metadata Database and choose Add new metadata
database, as shown in Figure 6-21.
Figure 6-21
Adding a new metadata database
2 On New Metadata Database, perform the following tasks, as shown in
Figure 6-22:
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1 In Metadata database name, type a name for the metadata database,
such as ActuatePostgreSQL_MetadataDatabase.
2 In Database type, select the type of database connection to create, such
as PostgreSQL.
3 In Database server, type the host name of the machine containing the
database, such as localhost or the actual machine name if the database
resides on a remote system.
4 In Database name, type the name for the database, such as iserver.
5 In Connection login, type the database application user name, such as
iserver.
6 In Connection password, type the database application user password.
7 In Database port, specify a port number, such as 8432.
Figure 6-22
Adding new metadata database properties
8 Choose Test.
The message, Connection tested successfully!, appears, if the connection
properties are correct and there are no problems communicating with
the database system, as shown in Figure 6-23. Choose OK.
Figure 6-23
224
Viewing Connection tested successfully! message
Installing BIRT iSer ver for Windows
On New Metadata Database, choose OK.
9 On Volumes, the ActuatePostgreSQL_MetadataDatabase appears, as
shown in Figure 6-24.
Figure 6-24
Viewing the metadata database
How to specify a new system schema
1 To specify a new system schema, perform the following tasks:
1 On Volumes, point to the icon next to the metadata database and choose
Add system schema, as shown in Figure 6-25.
Figure 6-25
Choosing Add system schema
2 On New System Schema, perform the following tasks, as shown in
Figure 6-26:
1 In Schema name, type a name for the new schema, such as
ac_corp_system. The name must be less than 30 characters.
2 In Schema owner name, type the schema owner name, such as
ac_corp_system.
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225
3 Type and confirm a password for the Schema owner.
Figure 6-26
Adding a new system schema
4 Choose Test. If successful, choose OK.
5 On New System Schema, choose OK.
A message stating that the new schema will replace the existing BIRT
iServer system schema and requesting to restart your system
immediately appears, as shown in Figure 6-27.
Figure 6-27
Viewing message to restart iServer system
Choose OK.
6 Stop and start iServer as described in “Stopping and starting iServer
and PostgreSQL processes,” earlier in this chapter.
How to specify a new Encyclopedia volume schema
1 To specify a new Encyclopedia volume schema, perform the following tasks:
1 On Volumes, point to the icon next to the metadata database and choose
Add volume schema. Figure 2-13 shows Add volume schema. The
metadata database is ActuatePostgreSQL_MetadataDatabase, as shown in
Figure 6-28.
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Installing BIRT iSer ver for Windows
Figure 6-28
Choosing Add volume schema
2 On New Volume Schema, as shown in Figure 6-29, perform the following
tasks:
1 In Schema name, type a name for the new schema, such as ac_corp. The
name must be less than 30 characters.
2 In Schema owner name, type the schema owner name, such as ac_corp.
3 Type and confirm a password for the Schema owner.
Figure 6-29
Adding a new Encyclopedia volume schema
4 Choose Test.
The message, Connection tested successfully!, appears, if the connection
properties are correct and there are no problems communicating with
the database system, as shown in Figure 6-30. Choose OK.
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227
Figure 6-30
Viewing Connection tested successfully! message
On New Volume Schema, choose OK.
Using Configuration Console to configure the data
partition and Encyclopedia volume
After configuring the database connection, the administrator must create the
following items to bring an Encyclopedia volume online:
■
Data partition
■
Encyclopedia volume
How to specify a new data partition
In Configuration Console, use the default data partition that installs with iServer
or specify a new partition, then create the Encyclopedia volume and bind it to the
partition.
1 To delete the default partition and specify a new data partition, perform the
following tasks:
1 Choose Advanced view.
2 From the side menu, choose Partitions. On Partitions, point to the arrow
next to DefaultPartition and choose Delete, as shown in Figure 6-31.
Figure 6-31
228
Deleting DefaultPartition
Installing BIRT iSer ver for Windows
Choose OK to confirm the deletion of DefaultPartition, as shown in
Figure 6-32.
Figure 6-32
Confirming to delete DefaultPartition
2 To specify a new data partition, perform the following tasks:
1 Create a directory for the partition on the physical drive of the machine or
storage device that iServer can access. For example, create a directory in the
following path:
C:\Actuate11\iServer\data\ac_corp_partition
2 From the advanced view of Configuration Console, choose Partitions.
3 In Partitions, choose Add partition.
4 In Partition name, specify a name. For example, name the partition
ac_corp_partition.
5 In Partition Path, specify the fully qualified path to the partition directory,
as shown in Figure 6-33.
Choose OK.
Figure 6-33
Adding a new data partition
6 In Partitions, choose the new partition, ac_corp_partition, from the list of
partitions.
7 In Server Settings, choose Test, as shown in Figure 6-34.
Choose OK.
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229
Figure 6-34
Testing a new data partition
If the test succeeds, a success message appears, as shown in message in
Figure 6-35. Choose OK.
Figure 6-35
Viewing test successful message
If the test fails, check that the directory named in the partition path exists.
How to specify a new Encyclopedia volume
1 To specify a new Encyclopedia volume, perform the following tasks:
1 On Volumes, point to the icon next to an Encyclopedia volume schema and
choose Add Volume, as shown in Figure 6-36.
Figure 6-36
Adding a new volume
2 On New Volume—General, perform the following steps:
1 Type a name for the new volume. For example, type corp.
2 In Primary partition, select an unassigned partition. For example, accept
ac_corp_partition, as shown in Figure 6-37.
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Installing BIRT iSer ver for Windows
Figure 6-37
Specifying general volume properties
3 On New Volume, choose Partitions, and start the partition for the new
Encyclopedia volume by performing the following steps:
1 In Available partitions, select a partition, then move it to Selected by
choosing the right arrow.
2 In Selected partitions, select the partition. Choose Start, as shown in
Figure 6-38.
Figure 6-38
Starting the partition
Choose OK.
4 In Volumes, point to the arrow next to the new volume name, and choose
Take online, as shown in Figure 6-39.
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231
Figure 6-39
Taking a volume online
5 In Volumes, check that the status of the new volume changes to ONLINE,
as shown in Figure 6-40.
If the volume does not go online, check for insufficient free disk space for
the partition and consider configuring the free space threshold.
Figure 6-40
Viewing the online volume
6 Log in to Management Console to inspect the new volume by choosing the
shortcut. Alternatively, open a browser manually and enter the following
URL, as shown in Figure 6-41:
http://localhost:8900/acadmin/
Figure 6-41
Logging in to Management Console
7 In FIles and Folders, the default Encyclopedia volume appears with an
empty Resources folder, as shown in Figure 6-42.
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Installing BIRT iSer ver for Windows
Figure 6-42
Viewing new volume contents
Setting up iServer to join an existing cluster
This section assumes the administrator has already created a stand-alone iServer
instance on one computer, as described in “How to set up iServer to use the outof-the-box (OOTB) PostgreSQL database,” earlier in this chapter. The stand-alone
iServer instance is the machine that contains the shared configuration home
directory, which all nodes in the cluster access. This section refers to the machine
containing the shared configuration home directory as node1. In “How to set up
iServer to join an existing cluster,” later in this chapter, the Administrator installs
a cluster node. The cluster node accesses the shared resources on node1. This
section refers to the machine on which the administrator installs a cluster node as
node2.
Before performing a cluster node installation, the Administrator performs the
following tasks:
■
Chapter
6Shares
folders
whichthe
all
nodes access.
■
On node1:
■
Turns off the private-network firewall
■
Obtains the machine host name and IP address
■
Tests the network accessibility of the machine
■
Sets the partition path for DefaultPartition in Configuration Console
■
Configures folder sharing and firewall settings in the network environment
On node2:
■
Turns off the private-network firewall
■
Obtains the machine host name and IP address
■
Tests the network accessibility of the machine
The following instructions provide a basic example of the operations required to
configure network sharing and firewall settings in the Windows environment. 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.
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How to share the encyc and config folders
Cluster nodes must have read-write access to AC_DATA_HOME\config and
AC_DATA_HOME\encyc on node1. To give a cluster node read-write access to
the folders and files in the \encyc folder and to the files in the \config folder,
perform the following tasks on node1:
1 Using Windows Explorer on node1, right-click the folder, AC_DATA_HOME
\encyc. Choose Properties. On encyc Properties, choose Sharing. Sharing
appears as shown in Figure 6-43.
Figure 6-43
Sharing the Encyclopedia volume
On encyc Properties, choose Advanced Sharing.
2 On Advanced Sharing, select Share this folder, as shown in Figure 6-44.
Figure 6-44
234
Selecting Share this folder
Installing BIRT iSer ver for Windows
On Advanced Sharing, choose Permissions.
3 On Permissions for encyc—Share Permissions, select the user who installed
BIRT iServer. Select Change and Read to allow this user these permissions, as
shown in Figure 6-45. Make sure that all settings conform to the security
policies in force for the environment.
Figure 6-45
Selecting Change and Read permission
Choose OK.
On Advanced Sharing, choose OK.
On encyc Properties, choose Close.
4 Repeat steps 1 through 3 for the \config folder. Make sure that all settings
conform to the security policies in force for the environment.
Close Windows Explorer.
How to turn off the Windows firewall
Perform the following steps on node1 and node2:
1 Choose Start➛Control Panel➛System and Security➛Windows Firewall.
2 On Windows Firewall, choose Turn Windows Firewall on or off. Make sure
that all settings conform to the security policies in force for the environment.
3 For example, on Customize Settings, in Home or work (private) network
location settings, choose Turn off Windows Firewall, as shown in Figure 6-46.
Choose OK.
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235
Figure 6-46
Turning off the Home or Work network location firewall
Close Windows Firewall.
How to display a computer’s IP address
To obtain the host names of node1 and the computer on which you will install the
cluster node, perform the following tasks on node1 and node2:
1 Choose Start➛Programs➛Accessories➛Command Prompt.
2 In Command Prompt, type the following command:
ipconfig /all
Press Enter. The host name appears, as shown in Figure 6-47. In this example,
the host name for node1 is urup.
Figure 6-47
236
Displaying the host name
Installing BIRT iSer ver for Windows
3 Write the host name and IP address in the spaces provided in Table 6-1.
Table 6-1
Host names and IP addresses of computers to be clustered
iServer
Host name
IP address
Node1
urup
192.168.30.246
Node2
kozu
192.168.30.233
How to test the connection between computers
Perform the following steps on both computers:
1 In Command Prompt, type the ping command followed by the IP address or
host name of the other computer. For example, type the following command
to ping a computer named kozu:
ping kozu
Press Enter. If your computer reaches the other computer, Command Prompt
displays a series of replies, as shown in Figure 6-48.
Figure 6-48
Receiving a reply to a ping command
2 Close Command Prompt.
How to prepare node1 for clustering
On node1, or urup in this example, perform the following tasks:
1 Log in to Configuration Console by opening a browser and entering the
following URL, as shown in Figure 6-49. The administrator does not have a
password yet, so leave Password blank.
http://localhost:8900/acadmin/config/
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237
Figure 6-49
Logging in to Configuration Console
2 On the simple view, choose Advanced view. From the side menu, choose
Volumes. On Volumes, point to the icon next to the default volume, urup in
this example, and choose Take offline, as shown in Figure 6-50.
Figure 6-50
Taking a volume offline
In Volume Offline Grace Period, choose OK.
From the side menu, choose Partitions.
3 On Partitions, point to the icon next to DefaultPartition and choose Template
settings, as shown in Figure 6-51.
Figure 6-51
Choosing Template settings
On Template Settings, choose Change. In Partition Path, type the path to the
encyc folder, using UNC format. For example, if the hostname of node1 is
urup, type:
\\urup\encyc
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Installing BIRT iSer ver for Windows
Template Settings appears as shown in Figure 6-52.
Figure 6-52
Typing the partition path
To verify that iServer can access the encyc folder, choose Test.
A message appears, stating that the test was successful, as shown in
Figure 6-53. Choose OK.
Figure 6-53
Verifying a successful partition path test
On Template Settings, choose OK.
4 Log out of Configuration Console.
The following section describes how to install and configure the iServer
deployment bundle to join an existing cluster.
How to set up iServer to join an existing cluster
After extracting the contents of ActuateBIRTiServer.zip and running the setup
script as described in “How to extract the contents of the iServer distribution
package” and “How to run the setup script,” earlier in this chapter, perform the
following tasks:
1 In the setupiServer menu, choose option 4, Set up iServer to join an existing
cluster.
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239
2 At the Cluster config location prompt, specify the configuration home location
using Universal Naming Convention (UNC) Format, as shown in Figure 6-54.
For example, type:
\\urup\config
Press Enter.
In an iServer cluster, the configuration home location, AC_CONFIG_HOME,
is the shared directory that contains the acserverconfig.xml,
acserverlicense.xml, and other related files. In a Release 11 Service Pack 4
installation, by default, these files are in AC_DATA_HOME\config. If the
shared folder is in this location on a server named urup, then the
administrator specifies \\urup\config as the path.
For Cluster Template Name, specify a server template name from the available
server templates listed in the shared acserverconfig.xml file, as shown in
Figure 6-54. For example, type:
DefaultConfiguration
The default template name in the shared acserverconfig.xml in a cloud-based
stand-alone iServer install is DefaultConfiguration.
Press Enter.
Figure 6-54
Specifying the cluster option, configuration home
location, and server template name
The script performs the following tasks, as shown in Figure 6-55:
240
■
Installs the prerequisite C++ runtime components
■
Sets up the iServer deployment files, including log and security keys files
■
Installs and starts the OOTB PostgreSQL database system used to store
Encyclopedia volume metadata
■
Sets up and starts BIRT iServer 11
Installing BIRT iSer ver for Windows
Figure 6-55
Completing the iServer cluster node setup
When the script starts iServer, a new command prompt opens to serve as the
Actuate BIRT iServer console from which iServer can be shut down, as shown
in Figure 6-56.
Figure 6-56
Viewing Actuate BIRT iServer 11 console
When the script finishes running, press any key to close the command prompt
running the setupiServer.bat script, as shown in Figure 6-55. If the script exit
returns to the command line, type exit to close the command prompt. Be
careful to not close the command prompt running the Actuate BIRT iServer
console by mistake.
In Windows, the deployment program installs shortcuts to the folder where
you extracted the BIRT iServer deployment package. These shortcuts provide
access to the following iServer consoles:
■
BIRT iServer 11 Information Console
Launches Information Console for viewing report documents
Chapter 6, Installing BIRT iSer ver in a cloud
241
■
BIRT iServer 11 Management Console
Launches Management Console for setting up user accounts and
scheduling or running a design
After the script finishes running, a browser opens displaying Welcome to
Actuate BIRT iServer, as shown earlier in Figure 6-7. Log in to Information
Console to perform tasks such as accessing folders and viewing designs and
documents.
3 Log in to Configuration Console. On the simple view, scroll down to Account
Settings. In New system password, type a new password. In Confirm system
password, type the new password again. Then, choose Change password, as
shown in Figure 6-57.
Figure 6-57
Creating a new Configuration Console password
4 Scroll to the top of the simple view and choose Advanced view. In Advanced
view, choose Servers. In the example, the node named KOZU has joined the
cluster, as shown in Figure 6-58.
Figure 6-58
242
Viewing a cluster composed of two nodes
Installing BIRT iSer ver for Windows
Understanding the cloud deployment environment
In iServer Release 11, the location of program files changes to consolidate these
resources in AC_SERVER_HOME to facilitate creating an iServer image for
deployment in a cloud environment.
iServer Release 11 introduces a new environment variable, AC_DATA_HOME,
for specifying the location of iServer data files. AC_DATA_HOME separates
iServer data from the run-time binaries. This change facilitates deployment in a
cloud environment.
Specifying AC_SERVER_HOME
The following DLLs, previously installed in WINDOWS\system32 by earlier
iServer versions, are now installed in AC_SERVER_HOME\bin directory:
■
acxerces-c_1_4_90.dll
■
msvcp90.dll
■
LTDIS10N.dll
■
ltfil10N.dll
■
msvcr71.dll
■
acicudt18.dll
■
ltkrn10N.dll
■
msvcr90.dll
■
acr7790w.dll
■
mfc90u.dll
■
msvcrt.dll
■
acrs11090.dll
The following binaries, previously installed in AC_SERVER_HOME\operation
by iServer earlier versions, are now installed AC_SERVER_HOME\bin directory:
■
viewsrv11.exe
■
fctsrvr11.exe
■
fctcmd11.exe
■
xmlparse.dll
Chapter 6, Installing BIRT iSer ver in a cloud
243
The following directories, previously installed under Actuate product home, the
parent directory of AC_SERVER_HOME, are now installed under
AC_SERVER_HOME directory:
■
$AC_PRODUCT_HOME/jar
■
$AC_PRODUCT_HOME/MyClasses
■
$AC_PRODUCT_HOME/oda
Specifying AC_DATA_HOME
In an iServer Release 11 product installation, the following data files move to the
AC_DATA_HOME directory:
■
AC_SERVER_HOME/log
■
ACTUATE_HOME/oda/ais/log
■
AC_SERVER_HOME/postgresql/log
■
AC_SERVER_HOME/server/encyc
■
AC_SERVER_HOME/server/encyc/postgresql
■
AC_SERVER_HOME/tmp
■
AC_SERVER_HOME/etc/acserverconfig.xml and acserverlicense.xml
Other XML configuration files, which are read-only, remain in
AC_SERVER_HOME/etc.
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Installing BIRT iSer ver for Windows
Chapter
Chapter 7
Installing Information
Console
This chapter discusses the following topics:
■
Preparing to install Information Console
■
Installing Information Console on Windows
Chapter 7, Installing Information Console
245
Preparing to install Information Console
Before installing Information Console, you must prepare the operating system
environment to ensure that you have all the necessary software and configuration
resources in place. This section describes how to prepare the environment before
starting the Information Console installation process.
About installing from an FTP download
If you download an Actuate product from the Actuate FTP site, keep all the files
together in their original relative locations when you extract them. The
installation program verifies that all necessary files are present before installing
Information Console.
If any files are missing, the installation program exits. Files can be missing if you
extract the files, move only some of the files to a new location, and attempt to
install from that location.
About performing a full installation
In Actuate 11, perform installations of Actuate iServer System products in the
following order:
■
Actuate BIRT iServer
■
Actuate Information Console
■
Actuate BIRT iServer Integration Technology
Actuate iServer installs Configuration, Management, and Information Console
automatically on the machine where it resides. Typically, a manual Information
Console installation is done to provide network access to iServer from a remote
machine.
To access online documentation, such as the online help and PDF files of the
product manuals, install the documentation files from the following location:
http://www.actuate.com
To install the online help and PDF manuals, from Windows choose Start➛
Actuate 11➛Update Documentation.
246
Installing BIRT iSer ver for Windows
Installing Information Console on Windows
This section describes how to install Actuate Information Console Release 11 for
Windows. Before you begin the installation process, ensure that you have Actuate
administrator, system administrator, and web administrator privileges.
Information Console installation requires the following information:
■
The application server and port to use. The default settings are the Apache
Tomcat for Actuate Information Console 11 service and port 8700, which the
installation program configures. You must configure any other application
server. If you are using a firewall, ensure that the firewall allows access to the
port number you select.
■
The installation wizard installs a Java Development Kit (JDK) distribution and
a Java Runtime Environment (JRE) that the Apache Tomcat for Actuate
Information Console 11 service uses.
■
The name of the Encyclopedia volume that Information Console accesses. The
default is the current machine.
You can install Information Console in two ways:
■
Using an installation wizard
The installation wizard configures Information Console, creates shortcuts, and
extracts and installs all necessary files. The installation wizard configures
Apache Tomcat for Actuate Information Console 11 service.
■
Deploying a WAR (web archive) file
Deploying directly requires that you configure for the application server. Use
this option if your application server supports configuration of an application
from a WAR file.
Using the installation wizard
The following section describes how to install Information Console using the
installation wizard.
How to install using the wizard
1 Download the Information Console distribution package from an FTP
software distribution site. Extract the files. Run the self-extracting executable
file, ActuateInformationConsole.exe. The welcome message appears, as
shown in Figure 7-1. Choose Next.
Chapter 7, Installing Information Console
247
Figure 7-1
Viewing the welcome message
2 Read and accept the license agreement, as shown in Figure 7-2. Choose Next.
Figure 7-2
Accepting the license agreement
3 In Setup Type, select Typical, as shown in Figure 7-3. Choose Next.
248
Installing BIRT iSer ver for Windows
Figure 7-3
Specifying the typical or custom setup type
4 In Locale Information, choose Next to accept the default language and time
zone, as shown in Figure 7-4, or specify these settings for your region.
Figure 7-4
Specifying locale information
5 In Apache Tomcat for Actuate Information Console Service, accept the default
port, 8700, and context path, /iportal, as shown in Figure 7-5. Choose Next.
Chapter 7, Installing Information Console
249
Figure 7-5
Specifying the port number and context path
6 In Specify Windows Account Information, type the user name and password
for the account used to run the Apache Tomcat for Information Console 11
service, as shown in Figure 7-6. Choose Next.
Figure 7-6
250
Specifying the account running the Information Console service
Installing BIRT iSer ver for Windows
If prompted to add Log on as a service privilege, choose Yes, as shown in
Figure 7-7.
Figure 7-7
Setting the Windows local security policy
7 In iServer Information, accept the default values for Profile name, Host name,
and Port number, as shown in Figure 7-8. Alternatively, type a different value
for one or more of these properties. In Volume name, type a name for the
default Encyclopedia volume. Choose Next.
Figure 7-8
Specifying values for iServer profile properties
8 In Start Copying Files, review the settings shown in Figure 7-9. Choose Next.
Chapter 7, Installing Information Console
251
Figure 7-9
Reviewing settings before copying files
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 7-10.
Figure 7-10
Setup Status
9 Select I would like to view the ReadMe file, as shown in Figure 7-11, if you
want to review this documentation. Choose Finish to exit the wizard.
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Installing BIRT iSer ver for Windows
Figure 7-11
Exiting the installation wizard
If you chose to view the ReadMe file, the installation program opens the
document, as shown in Figure 7-12.
Figure 7-12
The ReadMe file
Chapter 7, Installing Information Console
253
Using the WAR file to install
If Actuate supports your application server, you can deploy Information Console
as a WAR file. See your application server documentation about how to deploy a
WAR file. For information about application servers on which Actuate supports
deployment of Information Console, see the Supported Products Matrix for this
release on the Actuate Support site at the following URL:
http://support.actuate.com/documentation/spm
Customize Information Console for your local environment, if necessary, before
beginning deployment. To customize the application for your local environment,
follow the steps in “Preparing the WAR file,” later in this section. Deploy the
customized Information Console WAR file to the application server instead of the
ActuateInformationConsole.war file that ships with Information Console.
General deployment tasks
You must configure the Information Console WAR and application server for
integration. You must also verify that you have a standard J2EE installation.
To integrate your application server with Actuate, complete the following tasks:
■
Configure the application server to operate with Actuate products.
■
Configure the Information Console WAR to integrate with the application
server as described in “Preparing the WAR file.”
■
Deploy Information Console to the application server.
■
If the application server has deployment tools, use those tools to integrate
the application server with Actuate products. For more information about
deployment tools, see your application server’s documentation.
■
If your application server does not have deployment tools, add the Actuate
context root to your application server, typically by modifying the
application server's configuration file.
Preparing the server
Actuate recommends the following configuration for best performance:
■
Use at least a two-CPU machine for Information Console.
■
If Actuate iServer System uses more than four CPUs, configure one CPU for
Information Console for every two CPUs that iServer uses.
Set the following configuration values on the application or web server:
254
■
On a machine with 1 GB of physical memory, set the Java heap size to a value
between 256 MB and 512 MB.
■
Set the number of threads to a value between 50 and 75.
Installing BIRT iSer ver for Windows
Preparing the WAR file
You can use a WAR (web archive) file to deploy Information Console to many
supported servers. Table 7-1 describes the Information Console configuration
parameters to review and update before deployment.
Table 7-1
Information Console configuration parameters
Parameter name
Description
Action
BIRT
_RESOURCE
_PATH
The location of the standard
templates and properties files that
BIRT Studio uses. This location can
be in a WAR file or on a disk.
If you specify a location on disk,
copy the contents of the
Information Console resources
folder to this physical location on
the file system.
DEFAULT
_LOCALE
The default locale is en_US. You can
leave this value unchanged. A user
can select a locale at login.
If you change the locale, select the
new locale from the locales in
/WEB-INF/Localemap.xml.
DEFAULT
_TIMEZONE
The default time zone is Pacific
Standard Time (PST). You can leave
this value unchanged. A user can
select a time zone at login.
If you change the time zone, select
the new time zone from the time
zones in the TimeZones.xml file, in
the WEB-INF directory.
SERVER
_DEFAULT
This value specifies the iServer URL
to which the Information Console
application connects if you do not
specify a server URL. The default
value is http://localhost:8000
Update this value to the machine
and port of the server. Change
localhost to the iServer machine
name or IP address. Change 8000
to the iServer port number.
DEFAULT
_VOLUME
This value specifies the default
Encyclopedia volume for
Information Console. If you do not
specify a volume in an Information
Console URL, the JSP application
attempts to log in to this volume.
The default value is localhost.
Update this value to the name of an
Encyclopedia volume.
BIRT_VIEWER
_LOG_DIR
The location of the files that log
Actuate BIRT viewer activity.
You must create this physical
location on the file system.
LOG_FILE
_LOCATION
The location of the files that log
Information Console activity.
You must create this physical
location on the file system.
TEMP_FOLDER
_LOCATION
The location where Information
Console creates temporary files.
You must create this physical
location on the file system.
TRANSIENT
_STORE_PATH
The location where Information
Console creates temporary files.
You must create this physical
location on the file system.
Chapter 7, Installing Information Console
255
How to customize the WAR file
The following steps describe the general procedure for customizing an
Information Console WAR file:
1 Create a temporary directory, such as C:/Temp/ic.
If you use an existing directory, ensure that this directory is empty.
2 Open a command window and type the following commands, replacing the
X: drive letter with a drive letter appropriate to your system:
1 Copy the appropriate Information Console WAR file for your environment,
such as TOMCAT_ActuateInformationConsole.war, to the temporary
directory, as shown in the following example:
cd C:/Temp/ic
copy X:/TOMCAT_ActuateInformationConsole.war .
2 Decompress the file, as shown in the following example:
jar -xf TOMCAT_ActuateInformationConsole.war
The Information Console files appear in the temporary directory. Leave the
Command window open.
3 Using a text editor that accepts UTF-8 encoding, edit web.xml to configure
Information Console for the application server.
If you used the temporary path in Step 2, the file location is C:/Temp/ic
/WEB-INF/Web.xml. Refer to Table 7-1 for a list of entries to modify in
web.xml.
4 Save and close web.xml.
5 Type the following command:
jar -cf ../newinformationconsole.war *
This command creates newinformationconsole.war in the /temp directory.
This new WAR file for Information Console contains the modified
configuration values.
Use newinformationconsole.war to deploy Information Console to your
application server.
About clusters of servers
If the application server supports clustering, see the application server
documentation for more information about setting up clusters and deploying
web applications such as Information Console.
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Installing BIRT iSer ver for Windows
Avoiding cache conflicts after installing
Information Console uses Java Server Page (JSP) technology. Application servers
and browsers cache pages. A browser can use a cached copy of a page instead of
the new page. After you install, using a cached copy of some pages can lead to
errors or missing functionality.
To avoid this problem, clear the application server cache after you install
Information Console. With some application servers, you must restart the
application server. For more information about the necessary steps for clearing
the cache, see the application server documentation.
If possible, also clear the browser cache to ensure that the browser does not use an
old copy of the page from its cache. Alternatively, you can refresh recently visited
pages or clear the browser cache if a problem occurs. For more information about
clearing the browser’s cache and refreshing a page, see the browser
documentation.
Testing the installation
Complete the steps in the following section to test the Information Console
installation.
How to test the installation
1 Start the Apache Tomcat for Actuate Information Console 11 service or the
application server and web server, if necessary.
2 Start Information Console:
■
If you used the wizard installation, Choose Start➛All Programs➛
Actuate 11➛Information Console.
■
If you used the deployment installation, type a URL in your web browser.
For example, type a URL similar to the following example:
http://Actuate1:8900/iportal/getfolderitems.do
?repositoryType=Enterprise&volume=volume1&serverurl=
http://iServer1:8000
where
❏
Actuate1:8900 is the name of your computer and the port you use to
access Information Console.
❏
iportal is the context root for Information Console.
❏
? indicates the beginning of a parameter that indicates where to access
Information Console files.
❏
getfolderitems.do is the call to the default Information Console home
page.
Chapter 7, Installing Information Console
257
❏
repositoryType=Enterprise indicates that this Information Console
connects to iServer.
❏
&volume=volume1&serverurl=http://iServer1:8000 specifies the
Encyclopedia volume and the URL to the BIRT iServer.
The Information Console login page appears.
3 On the Information Console login page, type a user name and password.
Accept the default settings in Encyclopedia Volume, Language, and Time
zone.
4 Choose Log In.
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Installing BIRT iSer ver for Windows
Chapter
Installing iServer
Integration Technology
and Documentation
Chapter 8
This chapter discusses the following topics:
■
Installing iServer Integration Technology
■
Installing the localization and documentation files
■
About accessing online help
■
Searching PDF manuals using master-index.pdx
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259
Installing iServer Integration Technology
This section describes how to install iServer Integration Technology for Windows.
In a default installation, iServer Integration Technology installs in
C:\Program Files\Actuate11\ServIntTech.
How to install
To install iServer Integration Technology, perform the following tasks:
1 Download the iServer Integration Technology distribution package from an
FTP software distribution site. Extract the files. Run the self-extracting
executable file, ActuateiServerIntegrationTechnology.exe. The welcome
message appears, as shown in Figure 8-1. Choose Next.
Figure 8-1
Viewing the welcome message
2 Read and accept the license agreement, as shown in Figure 8-2.
Choose Next.
260
Installing BIRT iSer ver for Windows
Figure 8-2
Accepting the license agreement
3 In Setup Type, shown in Figure 8-3, select Typical. Choose Next.
Figure 8-3
Selecting a typical installation
4 In Start Copying Files, review the settings shown in Figure 8-4. Choose Next.
C hap te r 8, In sta llin g iS er ve r In te grat ion Tech nolo gy and D ocu men ta tion
261
Figure 8-4
Reviewing settings before copying files
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 8-5.
Figure 8-5
262
Viewing Setup Status
Installing BIRT iSer ver for Windows
5 When the setup success message appears, select I would like to view the
ReadMe file, as shown in Figure 8-6, if you want to review this
documentation. Choose Finish to exit the wizard.
Figure 8-6
Exiting the installation wizard
If you chose to view the ReadMe file, the installation process opens the
document, as shown in Figure 8-7.
Figure 8-7
Viewing the ReadMe file
6 The installation program prompts you to install the online help from the
following location, as shown in Figure 8-8:
http://www.actuate.com
C hap te r 8, In sta llin g iS er ve r In te grat ion Tech nolo gy and D ocu men ta tion
263
Figure 8-8
Viewing the install online help and manuals prompt
To install the online help and PDF manuals from this location, in Windows
choose Start➛ Actuate 11➛Update Documentation.
Installing the localization and documentation files
The information in the printed manuals is available as Adobe Acrobat PDF files
and as a context-sensitive help system for Actuate products. After installing
Actuate products, install the localization and documentation files.
Both localization and documentation resource file updates can become available
between releases. The Actuate Localization and Online Documentation Update
tool provides replacements and additional files for PDF documentation, contextsensitive help, and localization of installed Actuate products. The tool is available
from the following Actuate web site:
http://support.actuate.com/documentation/releasenotes
Updates to documentation in PDF form are available from the following Actuate
web sites:
http://support.actuate.com/documentation
http://www.actuate.com/docupdate11sp4/docupdate.html
If you do not see an update tool for your release on the Support site, no updates
exist for the release.
How to install the localization and documentation files
To install the iServer localization and documentation files, perform the following
tasks:
1 Download the Actuate Localization and Documentation distribution package
from an FTP software distribution site. Extract the files. Run the self-extracting
executable file, ActuateLocalizationandOnlineDocumentation.exe. The
welcome message appears, as shown in Figure 8-9. Choose Next.
264
Installing BIRT iSer ver for Windows
Figure 8-9
Viewing the welcome message
2 Read and accept the license agreement, as shown in Figure 8-10. Choose Next.
Figure 8-10
Accepting the license agreement
3 In Setup Type, select Typical, as shown in Figure 8-11, or select Custom to
specify a limited set of localization and documentation files. Choose Next.
C hap te r 8, In sta llin g iS er ve r In te grat ion Tech nolo gy and D ocu men ta tion
265
Figure 8-11
Specifying typical or custom setup type
4 In Start Copying Files, review the settings shown in Figure 8-12. Choose Next.
Figure 8-12
Reviewing settings before copying files
Setup Status displays an indicator showing how the installation is
progressing, as shown in Figure 8-13.
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Installing BIRT iSer ver for Windows
Figure 8-13
Viewing Setup Status
Setup completed successfully message appears, as shown in Figure 8-14.
Choose OK.
Figure 8-14
Viewing successful setup message
About accessing online help
iServer supports accessing online help in following ways:
■
Online from www.actuate.com
Use this option to ensure that you always have the latest documentation.
■
Locally from the installed online localization and documentation files
Use this option if you do not have an internet connection.
How to switch between online help and local help
1 Choose Start➛Programs➛Actuate 11➛Switch Help Location.
2 On docupdate, select either Use online help, or Use local help, as shown in
Figure 8-15.
C hap te r 8, In sta llin g iS er ve r In te grat ion Tech nolo gy and D ocu men ta tion
267
Figure 8-15
Selecting online or local help
Choose OK.
3 Restart Actuate BIRT iServer Enterprise Service.
Searching PDF manuals using master-index.pdx
If you install the PDF version of the manuals, you can also use the Actuate
Documents Catalog (master-index.pdx) to search for topics across the entire set of
books.
How to search the Actuate Documents Catalog
1 Navigate to the ACTUATE_HOME\Actuate11\Manuals directory. Open
master-index.pdx.
2 On Search, in Where would you like to search?, select All PDF documents in,
then choose the ACTUATE_HOME\Actuate11\Manuals.
3 In What word or phrase would you like to search for?, enter the word or
phrase. For example, type accessing online help, as shown in Figure 8-16.
Figure 8-16
268
Specifying the search
Installing BIRT iSer ver for Windows
Choose Search.
Search displays all occurrences of the word or phrase in the Actuate
Documents Catalog.
4 Select an item in the results list to display the documentation in Adobe Reader,
as shown in Figure 8-17.
Figure 8-17
Viewing search results
C hap te r 8, In sta llin g iS er ve r In te grat ion Tech nolo gy and D ocu men ta tion
269
270
Installing BIRT iSer ver for Windows
Part
Three
Part 3
3
Licensing
Chapter
Chapter 9
Licensing BIRT iServer
This chapter discusses the following topics:
■
Understanding licensing types
■
Understanding licensing options
■
Installing Actuate BIRT iServer System license files
■
Understanding CPU binding
Chapter 9, Licensing BIRT iSer ver
273
Understanding licensing types
BIRT iServer System licensing supports running BIRT iServer with sets of features
grouped as license options. You enable BIRT iServer System options using one or
more of the following types of license models:
■
Named User
Specifies the maximum number of named users that can use a BIRT iServer
System. A named user is a distinct individual who receives content and value
from BIRT iServer.
In Release 11, a BIRT iServer administrator must specify the options that a user
can access in an Encyclopedia volume. The administrator makes this
specification by configuring the user Licensed Options properties in
Management Console.
When you license an option, such as BIRT Option, e.Report Option, or BIRT
Spreadsheet Option, the license entitles the user to access a single volume in
BIRT iServer System. If the user needs additional Encyclopedia volumes for
multiple applications, archiving, or other purposes, you must license the
Multi-Tenant Option for each additional Encyclopedia volume the user needs
to access.
■
CPU Core
Specifies the maximum number of CPUs that BIRT iServer System can use.
Any number of users can access the licensed options on the system provided
adequate licensing and capacity exists.
■
Instance
A BIRT onDemand licensing option that provides a pre-packaged amount of
dedicated capacity for a customer application. With instance licensing, the
customer does not need to count named users. Multiple instances can be
combined to meet capacity needs.
■
Subscription
An annual payment option that permits the use of the licensed software and
includes maintenance. Offered with some of the other licensing models.
A subscription license is not a perpetual license. Once the subscription term
expires, the software can no longer be used.
■
274
Software as a Service (SaaS)
Some products are offered as a Software as a Service (SaaS) option, providing
customers with a convenient solution without incurring the acquisition and
management costs of hardware and traditional licenses.
Installing BIRT iSer ver for Windows
■
Packages
Some options are offered as packages to customers for convenience and costsaving benefits. These packages can be used in conjunction with individually
selected options.
■
Work Unit (WU) License
Specifies iServer features and functionality using an aggregate model. This
plan defines each iServer System resource as a work unit.
Similar to CPU Core licensing, but defined at a more granular level. With
Work Unit Licensing, the customer can license just the precise amount of
capacity needed for application requirements. Any number of users can access
the licensed options provided sufficient capacity has been purchased.
In a CPU Core and Work Unit licensing, Actuate currently uses the Standard
Performance Evaluation Corporation (SPEC) standard benchmark for measuring
machine capacity based on CPU, memory, disk, and network capacity.
Understanding licensing options
Table 9-1 lists and describes BIRT iServer System license options. BIRT iServer
System options are separately licensed products. Some license options require
other options to be licensed before their functionality is available to users.
Table 9-1 also describes these prerequisites.
Table 9-1
BIRT iServer System license options
Supported
releases
Option
Description
Actuate Analytics
Allows building a cube and displaying a cube report for
the purpose of multidimensional analysis. The Analytic
Option enables BIRT iServer to extract data from a
database and build a compressed OLAP file. When you
analyze the cube, you can aggregate or categorize data,
summarize data, and create graphs based on data. You can
save and share views of the analysis you perform in the
Encyclopedia volume.
10, 11
Actuate Query
Supports retrieving information using an information
object.
10, 11
BIRT
Allows a user to publish and run a BIRT design using BIRT
iServer. This option is a requirement for BIRT Page Level
Security Option.
10, 11
BIRT 360
Allows a user to create, execute, and view dashboard files.
11
(continues)
Chapter 9, Licensing BIRT iSer ver
275
Table 9-1
BIRT iServer System license options (continued)
Option
Description
Supported
releases
BIRT Data
Analyzer
Allows a user to create, view, and modify cubeview files.
11
BIRT Interactive
Viewer
Allows a user who has the BIRT Option to use BIRT
Interactive Viewer to view and interact with a BIRT
document.
10, 11
BIRT Page Level
Security
Controls access to structured content available on the web.
This option works for reports created using BIRT Designer
Professional and requires the BIRT Option. Access
privileges are based on user name or security role.
10, 11
BIRT SmartSheet
Security
Controls access to structured content available on the web.
This option works for reports created using BIRT
Spreadsheet Designer and requires BIRT Spreadsheet
Option. Access privileges are based on user name or
security role.
10, 11
BIRT Spreadsheet
Allows a user to deploy and run a spreadsheet built using
BIRT Spreadsheet Designer. This tool enables customers to
save reports as richly formatted Excel spreadsheets and
manage them in an Encyclopedia volume.
10, 11
BIRT Studio
Allows a user to create a BIRT design and to run it in BIRT
iServer. BIRT Studio Option supports access to an
information object on BIRT iServer System.
10, 11
e.Analysis
Supports analysis of search results from an Actuate Basic
report written in dynamic hypertext markup language
(DHTML). This tool is available as an additional purchase
with BIRT iServer and requires the e.Report (Actuate Basic
Report) Option.
10, 11
e.Report (Actuate
Basic Report)
Allows a user to deploy and run an e.report built using
Actuate e.Report Designer Professional on an
Encyclopedia volume. This option is a requirement for
e.Analysis Option and e.Report Page Level Security
Option.
10, 11
e.Report Data
Connector
Allows a BIRT design to access data that an Actuate Report
Document (.roi) file contains. This option works for
designs created using BIRT Designer Professional and
requires the BIRT Option. Access privileges are based on
user name or security role.
11
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Installing BIRT iSer ver for Windows
Table 9-1
BIRT iServer System license options (continued)
Supported
releases
Option
Description
e.Report Page
Level Security
Controls access to structured content available on the web.
This option works for reports created using Actuate
e.Report Designer Professional and requires the e.Report
(Actuate Basic Report) Option. Access privileges are based
on user name or security role.
10, 11
Multi-Tenant
Allows a BIRT iServer System user to access more than one
Encyclopedia volume. This option is available with a
Unlimited User CPU License.
10, 11
To determine the license options installed on iServer, log in to Configuration
Console, and choose Show License. The license options appear, as shown in
Figure 9-1.
Figure 9-1
iServer License options
Installing Actuate BIRT iServer System license files
Actuate provides a license file to use when installing Actuate BIRT iServer
System. New customers receive an e-mail containing a temporary BIRT iServer
license file to use for the initial installation after Actuate processes the order. The
temporary BIRT iServer System license expires 45 days after installation.
Chapter 9, Licensing BIRT iSer ver
277
Actuate license enforcement for Release 11 requires a single, shared license for all
nodes in a cluster. A design or document run using a temporary license appears
with a watermark when viewed.
The name for the BIRT iServer license file uses the following format:
Actuate_iServer_key_xxxxxxx.xml
XXXXXXX is a unique seven-digit number generated by Actuate Licensing when
it creates the license file.
Actuate BIRT iServer System customers perform an initial installation using a
temporary license. After installing BIRT iServer System using the temporary
license, the login screen displays two messages.
The following message about expiration of the initial license always appears on
the login screen regardless of the license status:
Reminder
Your BIRT iServer license expires in [the number of days] days,
on [the specified date]. When the current license expires, the
iServer will shut down and require a new license to restart.
Please contact Actuate to purchase a new license.
The following message about how to obtain the second license file from Actuate
Licensing appears until you install the new license issued by Actuate Licensing:
Reminder
One or more iServers in your BIRT iServer System are in
violation of the node locked BIRT iServer license. After the
grace period expires, the iServers that violate the node locked
BIRT iServer license cannot be restarted. Please contact
Actuate Licensing (licensing@actuate.com or
http://www.actuate.com/licensing), or your representative, and
request a new license file for the iServer nodes that are in
violation. Please restart the iServers on the nodes after
updating the license key file.
You have 45 days to apply for and install the license file after you install BIRT
iServer System.
After installing Actuate BIRT iServer System, the installation informs a customer
requiring a license to obtain the machine ID information on which Actuate BIRT
iServer is running and transmit this information to Actuate Licensing. The
machine ID is displayed in the reminder message. You can also use the utility,
acmachineid, to obtain the machine ID. For information on how to use the
acmachineid utility, see “How to use the acmachineid utility,” later in this chapter.
After receiving the machine ID information, Actuate Licensing issues a new
Actuate BIRT iServer System license file.
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Installing BIRT iSer ver for Windows
About the license file
This license file specifies the available iServer license options and node-key
information for the cluster nodes. This license file must be in a shared location,
specified by the <AC_CONFIG_HOME> attribute of the <Server> element in the
acpmdconfig.xml file of each node, and accessible to all nodes in the cluster.
A node key associates an iServer node in a cluster with the machine ID. The nodekey licensing mechanism restricts the iServer node installation to that machine.
On startup, each node in the cluster checks the shared license file, verifies the
installed options, and determines whether its node key, which is generated at
runtime, matches the license information. If the node key matches, the node joins
the cluster. Otherwise, it shuts down with an error if the node-lock-violation
grace period has been exceeded.
A license file remains valid until a specific date. If your license file is about to
expire, the system reminds you that the file expires on a certain date when you
log in to the Configuration or Management Consoles. Reminders also appear in
the system log file. To arrange for a permanent license file, or if you have a
problem with an expiring file, please contact Actuate Licensing at
licensing@actuate.com.
When upgrading a cluster node or installing iServer on a new machine, the
customer must request a new license and supply the machine ID of the new
machine.
Collecting machine information for a license
After installing BIRT iServer System using a temporary license file, such as an
evaluation license, you must collect information about the machines running
Actuate BIRT iServer software and send it to Actuate Licensing. During the
installation process, the InstallShield Wizard prompts you to provide the location
of the license file. After providing the location of the license file, the InstallShield
Wizard issues a prompt similar to the following message, as shown in Figure 9-2:
The iServer system license file is locked to the machines that are
used in the iServer system. The following machine id must be
used to request a node key license file from Actuate:
IORRHEHs6S5UCsEtrdVu6jOixmzvFY3BbOqXLiwswQGDceJmKYYaEu0j18lQxjM
sYCxnka3hVkDZFGwkmQMxb+hgKaz4om2vLUcS0ocYTA7Ta6VTMavLFQo7bEjRyr
olwxAKu0Vr4NA6o8uWCzjGZXX8KrjViSUoROj70hWOY=
Please contact Actuate Licensing (licensing@actuate.com or
http://www.actuate.com/licensing), or your representative, and
request a node locked iServer system license.
The machine id required for the node locked iServer system license
can also be generated by using the acmachineid utility that can
be found in the ACTUATE_HOME\iServer\bin folder.
Chapter 9, Licensing BIRT iSer ver
279
Figure 9-2
Viewing iServer temporary license message
The format of the alphanumeric string for the machine ID and location of the
license file are different depending on the operating system. On a Windows
system, the unique identifier for the network card is the source of the machine ID.
You must have the network card enabled on the BIRT iServer machine to obtain
the machine ID.
After installing iServer, you must run the utility, acmachineid, from the command
line to generate the machine ID information. Copy the machine ID in the
command prompt to a file or e-mail message and send it to Actuate Licensing.
Actuate Licensing processes your request and sends the new license file for BIRT
iServer System.
How to use the acmachineid utility
Use the acmachineid utility to obtain the machine ID information by performing
the following tasks:
1 Open a command prompt and navigate to AC_SERVER_HOME\bin.
2 Type the following command and press Enter:
acmachineid
The utility provides output in the following format:
C:\Program Files\Actuate11SP4\iServer\bin>acmachineid
STATUS:
OK
GEN_VERSION:
11 Service Pack 4
GEN_BUILD:
XxXBuild NumberXxX
SERVERNAME:
<hostname>
MACHINEID:
I0RREHs0Jk6tu0o8AbCrVL61x7kDpLlQKwS2t1W7qM67GbO8
VjcFs6pcuAgbtDaZauSbFFa2mRejwVJc7ZjKfMEVl1suXglM
KmZLiwtLykwJisqMS0EhYe5sCYoKjG+XL2UEnL2GGhLtI9f
JUMYzZORKk23jrxaSwUDsgKsvlc1A6q8UbmrrAYHD8Ggtpui
AmxWt4xjEM6rqlmsNEW/4ViMC0KDBkSn
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Installing BIRT iSer ver for Windows
Figure 9-3 shows the output as it appears in the command prompt.
Figure 9-3
Executing acmachineid
Send Actuate Licensing the output of the acmachineid utility.
How to obtain a license file
To obtain a new license file for a licensed product or receive assistance with a
license already issued to you, perform the following tasks:
1 Using a browser, go to the Actuate Support web site at the following location:
http://support.actuate.com
2 Choose Downloads/Requests➛License Key Request.
3 Enter the required contact details and license key request information.
4 Choose Submit.
A maintenance customer should have login information for the Actuate
e.Support web site. If you do not have access, please contact Actuate Support at
support@actuate.com. You can also contact Actuate Customer Care at
customercare@actuate.com.
If you are not a direct Actuate customer, contact the partner or distributor who
supplies the product for the license file. If you have a problem obtaining a license
file from this source, please contact Actuate Licensing at licensing@actuate.com.
Updating the Actuate BIRT iServer System license file
After performing an installation of Actuate BIRT iServer System and transmitting
the required machine ID information to obtain a license, Actuate sends an e-mail
containing an attached .txt (TXT) file. Replace the .txt extension with a .zip (ZIP)
extension and open the file. This ZIP file contains the following files:
■
readme.txt
Instructions for installing Actuate BIRT iServer System using a license file and
for obtaining a license file
Chapter 9, Licensing BIRT iSer ver
281
■
Actuate_iServer_key_XXXXXXX.xml
Actuate BIRT iServer System license
An Actuate license file is an XML file. Actuate Licensing sends this XML file
inside of a TXT file because transmitting a file with an .xml extension can cause
problems in an e-mail system.
How to install the license file
To install the license file, perform the following steps:
1 Extract the contents of the ZIP file to a location on your local file system.
2 Log in to Configuration Console. For example, type http://localhost:8900
/acadmin/config/ in Address of a browser, and use the system configuration
password that you specified during installation.
3 Choose Update License. If you do not see Update License, choose Simple view
in the upper right corner.
4 On Actuate iServer update license, choose Browse to navigate to the location
where you extracted the contents of the ZIP file. Select the Actuate BIRT
iServer System license file and choose OK to apply the license.
If iServer requires a system restart to update the license file, the following
message appears:
The license file cannot be applied without a server restart.
Please copy the license file to the iServer license file
location and restart the iServer system.
If this message appears, perform the following tasks:
1 Stop iServer system by choosing Stop system.
2 Copy the new license file to the shared location specified by the
<AC_CONFIG_HOME> attribute of the <Server> element in the
acpmdconfig.xml file. The <AC_CONFIG_HOME> attribute in the
acpmdconfig.xml files for all nodes in a cluster point to this shared
location.
3 Delete the old acserverlicense.xml file.
4 Rename the new license file to acserverlicense.xml.
5 Start iServer System.
5 Restart any node where the node-key configuration changed.
If you change the machine on which you installed Actuate BIRT iServer, you must
re-apply to Actuate Licensing for a new license file. If you replace the network
card on some machines, such as a Windows system, you may have to obtain a
new license file since the unique identifier for the network card may be the source
of the machine ID. If you have a license file installed and a reminder message
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Installing BIRT iSer ver for Windows
appears when logging into Actuate Management Console, contact Actuate
Licensing and provide the current Actuate iServer System license file with the
output from the machine ID utility.
Actuate_iServer_key_XXXXX.xml will contain the node key information for the
standalone machine or all machines in a cluster. There is no separate node license
file for each machine.
Listing 9-1 shows the node key information the license contains, obtained from
the acmachineid output you submitted to Actuate Licensing.
Listing 9-1
Viewing license node key information
<NodeKeys>
<NodeKey
MachineId="E0RREHs0Jk6tu0o8AbCrVL61x7kDpLlQKwS2t1W7qM67GbO8
VjcFs6pcuAgbtZauSbFFa2mRejwVJc7ZjKfMEVl1suXglMKmZLiwtLykDa/
wJisqMS0EhYe5sCYoKjG+XL2UEnL2GGhLtI9fJUMYzZORKk23jrxaSwUDig
Ksvlc1A6q8UbmrrAYHD8GgtpuiAmxWt4xjEM6rqlmsNEW/4Vjm40KxlkSv"
ServerName="W7CLSTRNODE1"/>
<NodeKey
MachineId="I0RREHs0Jk6tu0o8AbCrVL61x7kDpLlQKwS2t1W7qM67GbO8
VjcFs6pcuAgbtZauSbFFa2mRejwVJc7ZjKfMEVl1suXglMKmZLiwtLykDa/
wJisqMS0EhYe5sCYoKjG+XL2UEnL2GGhLtI9fJUMYzZORKk23jrxaSwUDsg
Ksvlc1A6q8UbmrrAYHD8GgtpuiAmxWt4xjEM6rqlmsNEW/4ViMC0KDBkSn"
ServerName="W7CLSTRNODE2"/>
</NodeKeys>
About modifying a license
If you decide later to license additional iServer options, the existing license file
becomes invalid. You must install a new license file.
Contact Actuate Licensing for the new license file. If you are an Actuate
international customer, please be aware that the e-mail message sent to Actuate
goes to Actuate headquarters, and we route your request to a team in the
appropriate country.
Understanding CPU binding
BIRT iServer System supports CPU binding on a machine with an appropriate
CPU-based license. CPU binding restricts a process or processes to run on a
subset of CPUs. If you bind the BIRT iServer System to a subset of CPUs, only
those CPUs count toward the total number of licensed CPUs. The CPU limit in
the license file applies to all CPUs for all machines in the cluster. Depending on
the operating system and specific system command, you can restrict other
processes from running on the processor to which you bind a process.
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You can bind BIRT iServer processes to a specific set of processors on a machine
that runs a Windows, Sun Solaris, or HP-UX 11i operating system. The default
configuration does not bind BIRT iServer to a set of processors. In the default
configuration, all processors on a BIRT iServer machine count toward the
maximum number of licensed CPUs. For more information about performing
CPU binding on a Sun Solaris or HP-UX 11i machine, see Chapter 7, “Licensing
BIRT iServer,” in Installing BIRT iServer for Linux and UNIX.
To bind BIRT iServer to a set of processors, bind the Actuate Process Management
Daemon (PMD) to the processors. The Actuate PMD starts all BIRT iServer
processes. The processes inherit the binding from the Actuate PMD.
In a cluster, BIRT iServer counts only the processors on nodes that join the cluster
and run the encycsrvr11 process. An encycsrvr11 process runs when a node is
online. BIRT iServer counts the number of processors on a machine when the first
encycsrvr11 process starts.
When deploying BIRT iServer on a machine with multi-threaded CPUs that use
logical processors, the customer receives a license based on the number of
physical processors in the system. To accommodate the use of logical processors,
the customer receives a license key that specifies two or four times the number of
physical processors.
This section contains information on the following topics:
■
Binding a BIRT iServer to processors on a Windows machine
■
Checking BIRT iServer bound processors
■
Configuring e-mail for CPU license problems
Binding a BIRT iServer to processors on a Windows
machine
You can perform the following types of CPU binding on Windows:
■
Binding to specific CPUs
■
Binding to multiple-core CPUs
■
Binding an Actuate process to a processor
The following sections describe these features.
Binding to specific CPUs
On a multiple-CPU machine running the Windows operating system, the server
operating system assigns an ID number to each processor. Windows Task
Manager lists the IDs of the available processors. The numbering starts at 0.
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Installing BIRT iSer ver for Windows
How to bind BIRT iServer to a set of processors
To bind BIRT iServer to a set of processors, perform the following steps:
1 Choose Start➛Control Panel➛System.
On System Properties, choose Advanced. Then select Environment Variables.
2 On Environment Variables, perform the following tasks:
1 In System Variables, choose New.
2 On New System Variable, perform the following tasks:
1 in Variable name, type:
AC_PMD_WINDOWS_CPUS
2 In Variable value, specify the processors to which to bind BIRT iServer
by typing a comma-separated list of integers. For example, to bind BIRT
iServer to CPU 0, CPU 3, and CPU 4, type the following list:
0,3,4
New System Variable looks like Figure 9-4.
Figure 9-4
Creating the AC_PMD_WINDOWS_CPUS system variable
Choose OK. AC_PMD_WINDOWS_CPUS appears in System variables, as
shown in Figure 9-5.
Chapter 9, Licensing BIRT iSer ver
285
Figure 9-5
Viewing the AC_PMD_WINDOWS_CPUS system variable
On Environment Variables, choose OK. Then, on System Properties, choose
OK.
You can verify the CPU binding by checking the Processor Affinity of the BIRT
iServer process using Task Manager.
Binding to multiple-core CPUs
You can also perform multiple-core CPU binding, similar to the way you bind to a
single CPU, using the AC_PMD_WINDOWS_CPUS environment variable, as
described in the previous section. To BIRT iServer, each core appears as a logical
CPU.
For example, on a dual-core, 2-CPU system, setting the variable value to 0,1 binds
BIRT iServer to both cores on the first CPU. Setting the variable value to 0,2 binds
BIRT iServer to one core on each CPU. Setting the variable value to 0 binds BIRT
iServer to one core on the first CPU.
Actuate does not recommend restricting BIRT iServer processing on a
multiple-core CPU machine to one core for licensing purposes. BIRT iServer
System achieves significant performance gains on a multiple-core CPU machine.
For example, BIRT iServer scales nearly perfectly from 1 to 2 cores and gets 50%
better throughput on a dual-core system than on a 2-CPU system.
Binding an Actuate process to a processor
If you bind the BIRT iServer PMD to a subset of CPUs on a machine, you can also
bind the Factory, View, Integration, and Caching processes to a specific CPU.
Under some conditions, binding an Actuate process to a specific CPU can
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Installing BIRT iSer ver for Windows
enhance performance. Binding an Actuate process to a CPU has no affect on the
CPU calculations BIRT iServer performs to determine the maximum number of
licensed CPUs.
If you bind a process to a CPU, you must bind the CPU to both the BIRT iServer
PMD and the process. BIRT iServer writes to the error log and stops the process if
you bind a process to a CPU that you do not bind to the PMD.
To bind a BIRT iServer process to CPU processors, use the ProcessorAffinity
element in the acserverconfig.xml file for BIRT iServer. List the IDs for the CPUs
to which to bind a process as Item subelements in the following ProcessorAffinity
elements:
■
To bind Factory processes, specify the CPU IDs in the ProcessorAffinity
element within the ReportingService element.
■
To bind View processes, specify the CPU IDs in the ProcessorAffinity element
within the ViewingService element.
■
To bind Integration processes, specify the CPU IDs in the ProcessorAffinity
element within the IntegrationService element.
■
To bind Caching processes, specify the CPU IDs in the ProcessorAffinity
element within the CachingService element.
You must also ensure that you bind the specified CPUs to the PMD for the BIRT
iServer machine. For example, on a 4-CPU machine, the following
ProcessorAffinity example binds View processes to CPU IDs 0 and 2:
<ViewingService
EnableViewingService="true"
<ProcessorAffinity>
<Item>0</Item>
<Item>2</Item>
</ProcessorAffinity>
/>
About processors and hyperthreading
Some Intel processors use hyperthreading, a technology that counts each physical
processor as a specific number of logical processors. The operating system and
any programs running on the machine see the number of logical processors, not
the number of physical processors.
When a machine uses hyperthreading, Windows Task Manager lists the logical
processors, not the physical ones. You specify the number of logical processors in
the environment variable. When a machine uses hyperthreading, BIRT iServer
calculates the number of bound processors by dividing the number of bound
logical processors by the number of logical processors for each physical processor.
If the result contains a decimal component, BIRT iServer uses the next highest
integer. For example, it rounds 4.3 to 5. In the following example, a machine has
Chapter 9, Licensing BIRT iSer ver
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four physical processors. With hyperthreading enabled, each physical processor
corresponds to two logical processors. The machine has the following logical
processors available:
■
Physical processor 0 corresponds to logical processors 0 and 1.
■
Physical processor 1 corresponds to logical processors 2 and 3.
■
Physical processor 2 corresponds to logical processors 4 and 5.
■
Physical processor 3 corresponds to logical processors 6 and 7.
If you bind BIRT iServer to the five logical processors 0, 2, 3, 6, and 7, it calculates
the number of bound processors as:
5/2 = 2.5
BIRT iServer rounds this number up to determine that you have three bound
processors.
Checking BIRT iServer bound processors
BIRT iServer performs the following bound processor checks:
■
The number of processors a cluster uses
■
The set of bound processors
Determining the number of processors an iServer System uses
When the PMD starts the first encycsrvr11 process on a machine, the PMD
determines the number of processors to which BIRT iServer is bound and stores
the list of bound processors.
If you change the processor binding, BIRT iServer does not recognize the changes
until you shut down all encycsrvr11 processes on the machine and restart one of
the encycsrvr11 processes.
For example, a cluster that has a maximum licensed CPU limit of nine processors
consists of two nodes, machine A and machine B.
The machines have the following configuration:
■
Machine A has four processors with no processor binding. All the processors
can run Actuate processes. BIRT iServer manages an Encyclopedia volume.
■
Machine B has eight processors with BIRT iServer bound to five processors.
There is no encycsrvr11 process running on the machine, only the PMD.
The cluster counts four processors, the processors on machine A. If you start an
encycsrvr11 process on machine B, BIRT iServer on machine A counts the five
bound processors on the machine and increases the cluster processor count to
nine, four on machine A and five on machine B.
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If you bind the PMD on machine B to six processors, the change has no effect until
you shut down all the running encycsrvr11 processes on machine B and restart an
encycsrvr11 process on machine B.
After you stop the encycsrvr11 processes and restart an encycsrvr11 process on
machine B, BIRT iServer System detects that the number of processors in the
cluster is ten, which is greater than the maximum number of nine licensed
processors. When the number of CPUs exceeds the number of CPUs your license
permits, BIRT iServer does not start and returns an error message to
Configuration Console.
Understanding CPU binding validation while iServer is running
When BIRT iServer is running, each encycsrvr11 process periodically compares
the list of processors to which it is bound with the list to which it was bound
when it started. If the lists differ:
■
■
BIRT iServer writes a message with the processor information to the log file.
The message contains the maximum number of processors the BIRT iServer
license file permits and the following information:
■
Current and original number of bound processors
■
Current and original list of bound processors
If configured, BIRT iServer sends an e-mail message to the administrator. The
message states that the BIRT iServer System will shut down in one hour if the
list of bound processors is not corrected. The e-mail message contains the
information that BIRT iServer sends to the log file.
You must rebind the encycsrvr11 process to the same processors to which it was
originally bound.
During the next hour, any attempt to use the encycsrvr11 services fails and a
message is written to the appropriate log file. If the list of processors is not
restored after an hour, each BIRT iServer in the cluster shuts down and writes an
error to its log file.
Understanding CPU binding validation when an Encyclopedia
volume comes online
BIRT iServer uses a separate encycsrvr11 process to manage each Encyclopedia
volume on a machine. When you take an Encyclopedia volume online, the PMD
starts an encycsrvr11 process.
When the PMD starts an encycsrvr11 process, the PMD compares the list of
processors to which the encycsrvr11 process is bound to the original list of
processors to which the PMD is bound. If the lists differ:
■
The encycsrvr11 process writes an error to its log file and shuts down.
■
BIRT iServer does not take the volume online.
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289
A message in the configuration states that the binding of the new process
differs from the original binding of the parent process.
Understanding CPU binding validation when running iServer
processes
Each Factory and View process periodically compares its list of bound processors
with the list of processors to which it was bound at startup. If the lists differ, the
process writes an error to its log file and shuts down.
Configuring e-mail for CPU license problems
BIRT iServer System can send e-mail messages to an administrator if a change in
processor binding violates the maximum number of licensed CPUs for BIRT
iServer System. To send e-mail about a CPU license problem, set up BIRT iServer
System by completing the following tasks in this order:
1 Configure every BIRT iServer node to send e-mail.
2 Specify the administrator e-mail address for BIRT iServer System.
Specify an administrator e-mail address as the value for the Account to receive
administrative e-mail parameter. Set the value by logging into Configuration
Console, and choosing System—Properties—Advanced—Cluster Operation—
Administrative.
For example, the following e-mail address sends e-mail to a user named
admin at a company for which the domain is mycompany:
admin@mycompany.com
3 Restart BIRT iServer System. Restarting applies the changes after you set or
change the e-mail address.
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Part
Four
Part 4
4
Backing Up
Chapter
Backing up an
Encyclopedia volume
Chapter 10
This chapter discusses the following topics:
■
Performing an Encyclopedia volume backup
■
Backing up and restoring an Encyclopedia volume that uses a PostgreSQL
database
■
Backing up and restoring an Encyclopedia volume that uses an Oracle
database
■
Backing up and restoring an Encyclopedia volume that uses a SQL Server
database
■
Backing up and restoring an Encyclopedia volume that uses a DB2 database
Chapter 10, Backing up an Encyclopedia volume
293
Performing an Encyclopedia volume backup
When performing a backup, it is important to note that there are two types of
data:
■
Metadata
Information about iServer system and Encyclopedia volume settings and data
objects stored in third-party relational database management system (RDBMS)
schemas
■
Data
iServer system and Encyclopedia volume data objects, such as designs,
documents, and information objects, stored as files on disk partitions, and the
acserverconfig.xml file containing iServer configuration information
The administrator must back up all Encyclopedia volume metadata and data to
ensure the recoverability of a volume in the event of failure. In Release 11, it is not
necessary to back up the iServer system schema, although future versions may
require this operation to protect critical system metadata. The administrator can
restore a corrupted or missing system schema using the System Data Store
Administrator utility. For more information on this utility, see “Specifying System
Data Store Administrator properties,” in Chapter 4, “Upgrading BIRT iServer.”
The third-party database that contains Actuate Encyclopedia metadata is a critical
component of Actuate iServer System. An Actuate system administrator must
take all necessary precautions to ensure that this database is properly backed up
and available to safeguard Encyclopedia volume metadata. Please consult
Actuate Support at the time of installation if you have any questions about the
backup, recovery, or failover procedures necessary to protect against the
possibility of catastrophic failure.
Managing the backup and recovery of Encyclopedia
volume metadata and data files
A complete Encyclopedia volume backup must include the following items:
294
■
A database backup of the Encyclopedia volume schema containing the
metadata
■
A copy of the folders from all Encyclopedia volume disk partitions containing
file data
■
A copy of the acserverconfig.xml file containing iServer configuration
information
Installing BIRT iSer ver for Windows
In the Windows Actuate 11 Service Pack 4 environment, the default
AC_SERVER_HOME path is:
C:\Program Files\Actuate11SP4\iServer
The default AC_DATA_HOME path is:
C:\Actuate\iServer\data\
The default Encyclopedia volume path is:
C:\Actuate\iServer\data\encyc
The default acserverconfig.xml file path is:
C:\Actuate\iServer\data\config\11SP4
Back up the Encyclopedia volume metadata in the RDBMS at the same time that
you back up the disk partition data files. A carefully coordinated backup ensures
that a one-to-one correspondence exists between each entry in the volume
metadata database and the data files.
The Encyclopedia volume metadata backup on the RDBMS must be done before
the backup of the data on the disk partitions. Files that are partially created when
the metadata backup begins are either not yet registered in the database or are
marked incomplete in the database. The metadata database does not retain a
record of incomplete files.
When contacting Actuate Support to troubleshoot problems, it is best to provide a
snapshot of the Encyclopedia volume configuration, including the following
items and information:
■
A database backup of the Encyclopedia volume schema containing the
metadata
■
The name of the Encyclopedia volume schema and user that iServer uses to
connect to the RDBMS
■
A copy of the acserverconfig.xml file containing iServer configuration
information
■
A copy of the iServer logs
Using RDBMS and file system backup utilities
The administrator must perform the Encyclopedia volume metadata backup
using the tools provided or supported by the RDBMS. Copying the physical files
of a database at the operating system level while an RDBMS is running does not
create a valid backup.
Most RDBMS backup tools can be scripted and run while iServer is using the
database. PostgreSQL, Oracle, Microsoft SQL Server, and DB2 also provide
graphical administration tools in addition to command-line tools. For more
Chapter 10, Backing up an Encyclopedia volume
295
information on using these RDBMS tools to back up and restore an Encyclopedia
volume, see the related sections, later in this chapter.
How to perform an Encyclopedia volume backup
To back up an Encyclopedia volume, perform the following tasks:
1 Make sure that the autoarchive file purging process is not running.
2 Make an online backup of the volume schema using the tools provided by the
RDBMS.
3 Back up the volume data files using the tools available in the operating system
environment.
Avoiding conflict with the file purging process
A metadata backup is consistent with a data backup only if the file purging
process that runs during an autoarchive operation does not occur between the
time you back up the metadata and the time you back up the data. In Volumes—
Properties—Advanced—Archiving And Purging, the administrator can specify
when the file purging process runs.
How to configure Archiving And Purging
To configure the autoarchive file purging process, perform the following tasks:
1 From the advanced view of Configuration Console, choose Volumes.
2 On Volumes, point to the icon next to a volume name and choose Properties.
In Volumes—Properties, choose Advanced. In Advanced, choose Archiving
And Purging.
3 In Archiving And Purging, configure the following time-related file purging
properties to times that do not conflict with the time when the backup
operation runs, as shown in Figure 10-1:
296
■
Purge deleted files time
Specifies the time when the file purging process runs to permanently delete
expired files
■
Expiration time of deleted files
Specifies the length of time that must elapse before the file purging process
permanently deletes an expired file
Installing BIRT iSer ver for Windows
Figure 10-1
Configuring file purging properties
Choose OK.
For information on other aspects of archiving, see Chapter 12 “Archiving files,” in
Configuring BIRT iServer.
Backing up and restoring an Encyclopedia volume that
uses a PostgreSQL database
PostgreSQL provides the pgAdmin graphical administration tool or the
pg_dump and pg_restore command-line utilities to back up and restore a
database. These PostgreSQL utilities run on the client not the server.
To back up an Encyclopedia volume in the OOTB PostgreSQL RDBMS
environment, the administrator performs the following operations:
■
Backs up Encyclopedia volume metadata using the pgAdmin graphical
administration tool or the pg_dump PostgreSQL command-line utility
■
Backs up Encyclopedia volume data and configuration files using operating
system copy commands
Note that a backup of a PostgreSQL database is not portable across all operating
systems.
To restore an Encyclopedia volume in the OOTB PostgreSQL RDBMS
environment, the administrator performs the following operations:
■
Restores Encyclopedia volume metadata using the pgAdmin graphical
administration tool or the pg_restore PostgreSQL command-line utility
■
Restores Encyclopedia volume data and configuration files using operating
system copy commands
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297
The following sections describe how to back up and restore an Encyclopedia
volume that uses the OOTB PostgreSQL database to store the metadata. These
demonstrations serve as a detailed reference examples. Other RDBMS
environments, such as a DB2, Microsoft SQL Server, or Oracle RDBMS, require
similar procedures, which are covered in sections later in this chapter.
Backing up an Encyclopedia volume using pgAdmin
To back up an Encyclopedia volume using the pgAdmin graphical utility,
perform the following tasks:
■
Create a folder to contain the metadata and volume data backup files.
■
Back up Encyclopedia volume metadata using the PostgreSQL pgAdmin
utility.
■
Back up the acserverconfig.xml file and volume data folders to the backup
folder.
Create a folder to contain the metadata and volume data backup files outside the
iServer data installation environment. To provide protection against single-point
media failure, it is best to store the backup files on a partition that is physically
separate from the Encyclopedia volume data location.
In a Windows environment, create a folder to contain the metadata and volume
data backup files by performing the following tasks.
How to create a new backup folder
1 Open Windows Explorer.
2 In Windows Explorer, choose File➛New➛Folder repeatedly to create a set of
nested folders in the following location, as shown in Figure 10-2:
C:\Actuate\iServer\encyc_backup
Figure 10-2
298
Creating a new folder named encyc_backup
Installing BIRT iSer ver for Windows
Back up Encyclopedia volume metadata using the graphical administration tool,
pgAdmin, to automatically run pg_dump by performing the following tasks.
How to run pg_dump using pgAdmin
1 In Windows, choose Start➛Programs➛pgAdmin III➛pgAdmin III.
2 On pgAdmin III, in Object browser, right-click the PostgreSQL Database
Server and choose Connect, as shown in Figure 10-3. If the PostgreSQL
Database Server does not appear in Object browser, you can add the server
manually. For more information on adding the server manually, see Chapter 2,
“Installing BIRT iServer,” earlier in this book.
Figure 10-3
Connecting to PostgreSQL Database Server
3 In Connect to Server, type the postgres superuser password, as shown in
Figure 10-4. You specified this password in PostgreSQL Database Information
during the iServer installation.
Figure 10-4
Typing the password to connect to PostgreSQL Database Server
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299
4 On pgAdmin III, in Object browser, expand PostgreSQL Database Server,
expand Databases, right-click iserver, and choose Backup, as shown in
Figure 10-5. This operation backs up the entire iserver database. Alternatively,
to back up only one Encyclopedia volume schema, such as ac_corp, right-click
the volume, and choose Backup.
Figure 10-5
Choosing to back up the iserver database
5 On Backup Database iserver, perform the following tasks:
1 In Filename, type:
C:\Actuate\iServer\encyc_backup\iserver.backup
2 To execute pg_dump, accept the default option selections, as shown in
Figure 10-6, and choose OK.
Figure 10-6
300
Choosing OK to start pg_dump execution
Installing BIRT iSer ver for Windows
3 pg_dump executes, writing status messages to BackupDatabase iserver—
Messages, as shown in Figure 10-7. Exit code 0 indicates that pg_dump ran
successfully.
Figure 10-7
Viewing status messages pg_dump writes during execution
4 Scroll to the top of the output in Backup Database iserver—Messages to see
the command that executed pg_dump, as shown in Figure 10-8.
Figure 10-8
Viewing the command that executed pg_dump
The complete text of the command is:
C:\Program Files\pgAdmin III\1.10\pg_dump.exe --host urup
--port 8432 --username postgres --format custom --blobs
--verbose --file "C:\Actuate\iServer\encyc_backup\
iserver.backup" iserver
5 On Backup Database iserver, choose Done.
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301
Backing up an Encyclopedia volume using pg_dump
Alternatively, you can back up an Encyclopedia volume schema using the
command-line version of pg_dump. The following example duplicates the
operations performed in the previous section using the graphical PostgreSQL
administration tool, pgAdmin. You do not need to do both activities.
The following example shows a typical pg_dump command used to export the
contents of an Encyclopedia volume schema to a backup file:
pg_dump -F c -n ac_corp -f ac_corp_schema.dmp -h dbhost
-p 8432 -U postgres dbname
This pg_dump command example uses the following arguments:
■
F
Specifies the output format. The value c is an abbreviation for custom, which
creates a compressed archive that can be used as input to pg_restore.
■
n
Species the schema. Use multiple -n arguments to specify a list. Use wildcard
notation to specify a character pattern, such as ac_*. to specify all volumes
names that start with the prefix ac_. If -n is not specified, pg_dump exports all
non-system schemas.
■
f
Specifies the output file, such as ac_corp_schema.dmp.
■
h
Specifies the host name of the machine where the PostgreSQL server is
running, such as dbhost.
■
p
Specifies the port where the server listens for connection requests.
■
U
Specifies the user name for the connection to the PostgreSQL server, such as
postgres.
■
dbname
Replace this string in the example with the database name, such as actuate_db.
Re-run the command to back up each Encyclopedia volume schema to a separate
archive. To run multiple volume schema backups using a script, set up auto-login
using a .pgpass file. The file should contain connection information in the
following format:
hostname:port:database:username:password
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Installing BIRT iSer ver for Windows
More information about setting up a scripted backup using a .pgpass file is
available at:
http://www.postgresql.org/docs/8.4/static/libpq-pgpass.html
Run pg_dump from the command line by performing the following tasks.
How to run pg_dump from a command prompt
1 Open a command prompt.
2 Navigate to the following location:
C:\Program Files\Actuate11SP4\iServer\postgresql\bin
3 Execute the following command. Substitute your machine name for urup in
this example:
pg_dump.exe --host urup --port 8432 --username postgres
--format custom --blobs --verbose --file
"C:\Actuate\iServer\encyc_backup\iserver.backup" iserver
This operation backs up the entire iserver database. If the -n argument
specifying a specific schema or list of schemas is not specified, pg_dump
exports all non-system schemas. Alternatively, you can back up only one
Encyclopedia volume schema, such as ac_corp, by using the -n argument to
specify a particular schema.
4 Type the postgres superuser password. The administrator specified this
password in PostgreSQL Database Information during the iServer installation
procedure in Exercise 1.
pg_dump executes, writing status messages to the command prompt.
After backing up the Encyclopedia volume metadata, back up the
acserverconfig.xml file and volume data directories to the backup directory by
performing the following tasks.
How to back up the volume data folders
1 Open Windows Explorer and navigate to AC_DATA_HOME, which is the
location of the iServer data. You specified this location on Setup Type during
the install. The default path for AC_DATA_HOME is:
C:\Actuate\iServer\data
2 In AC_DATA_HOME, navigate to the config folder that contains
acserverconfig.xml file. In Actuate 11 Service Pack 4, this file is located in the
following subfolder:
C:\Actuate\iServer\data\config\11SP4
3 Select acserverconfig.xml, right click, and choose Copy, as shown in
Figure 10-9.
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303
Copy this file to the following backup location:
C:\Actuate\iServer\encyc_backup
4 In AC_DATA_HOME\encyc, select the file, fileType, status, and tempRov
folders, right-click, and choose Copy. Copy these folders to the following
backup location:
C:\Actuate\iServer\encyc_backup
In a backup taken immediately after an iServer installation, where there has
been no activity on the system, the status or tempRov folders may not exist.
These folders contain information about job details and completion notices
and do not appear until a job executes. If these folders are not present in the
environment, simply back up the file and fileType folders.
Do not back up the postgresql folder in an Encyclopedia volume backup
operation. The postgres folder contains data, such as log files, from the OOTB
PostgreSQL RDBMS installation, which remains active. Inadvertently
including these files in an iServer backup, then accidentally overwriting the
files with a stale version in a restore operation can cause problems in the
PostgreSQL RDBMS installation.
Figure 10-9
Copying acserverconfig.xml
Figure 10-10 shows a copy operation that contains the file, fileType, status, and
tempRov folders.
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Figure 10-10
Copying the volume data folders
The contents of the backup folder appear as shown in Figure 10-11.
Figure 10-11
Viewing the backed-up files
Chapter 10, Backing up an Encyclopedia volume
305
Restoring an Encyclopedia volume using pgAdmin
To restore a backed-up Encyclopedia volume, perform the following tasks:
■
Take the Encyclopedia volume offline.
■
Delete the acserverconfig.xml file and volume data folders in
AC_DATA_HOME.
■
Copy the backed-up acserverconfig.xml file and volume data folders from the
backup folder to AC_DATA_HOME.
■
Restore the Encyclopedia volume metadata using the PostgreSQL pg_restore
utility.
■
Take the Encyclopedia volume online.
To begin the restore operation, take the Encyclopedia volume offline by
performing the following tasks.
How to take the Encyclopedia volume offline
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume offline, as shown in Figure 10-12.
Figure 10-12
Taking the volume offline
How to restore the backed-up volume data folders
1 In Windows Explorer, navigate to AC_DATA_HOME\config\11SP4.
2 Select acserverconfig.xml, right-click, and choose Delete, as shown in
Figure 10-13. Confirm the deletion.
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Installing BIRT iSer ver for Windows
Figure 10-13
Deleting acserverconfig.xml
3 In AC_DATA_HOME, open the encyc folder. In AC_DATA_HOME\encyc,
select the file, fileType, status, and tempRov folders, right-click, then choose
Delete, as shown in Figure 10-14. Confirm the deletion.
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov folders may not exist. Be
sure to not select and delete the postgresql folder.
Figure 10-14
Deleting the file, fileType, and status folders from
AC_DATA_HOME\encyc
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307
4 In Windows Explorer, navigate to the following location:
C:\Actuate\iServer\encyc_backup
Select acserverconfig.xml, right-click, choose Copy, and copy this file to
AC_DATA_HOME\config\11SP4, as shown in Figure 10-15.
Figure 10-15
Choosing to copy acserverconfig.xml
AC_DATA_HOME\config\11SP4 appears as shown in Figure 10-16.
Figure 10-16
308
Viewing AC_DATA_HOME\config\11SP4 after restoring
acserverconfig.xml
Installing BIRT iSer ver for Windows
5 In C:\Actuate\iServer\encyc_backup, select the file, filetype, status, and
tempROV folders, right-click, choose Copy, and copy these folders to
AC_DATA_HOME\encyc, as shown in Figure 10-17.
Figure 10-17
Choosing to copy the volume data folders
AC_DATA_HOME\encyc appears as shown in Figure 10-18.
Figure 10-18
AC_DATA_HOME\encyc after copying backed-up folders
How to run pg_restore using pgAdmin
1 On pgAdmin III, in Object browser, right-click iserver and choose Restore, as
shown in Figure 10-19.
Chapter 10, Backing up an Encyclopedia volume
309
Figure 10-19
Choosing to restore the iserver database from backup
2 On Restore Database iserver, perform the following tasks:
1 Choose the ellipse next to Filename. On Select backup filename, navigate
to, and select the backup file that pg_dump created. The name of this file is:
C:\Actuate\iServer\encyc_backup\iserver.backup
2 Select Clean before restore.
Restore Database iserver appears, as shown in Figure 10-20.
Figure 10-20
Specifying the backup file to restore
Choose OK.
3 pg_restore executes, writing status messages to BackupDatabase iserver—
Messages, as shown in Figure 10-21. Exit code 0 indicates that pg_restore
ran successfully.
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Installing BIRT iSer ver for Windows
Figure 10-21
Viewing status messages pg_restore writes during execution
4 Scroll to the top of the output in Backup Database iserver—Messages to see
the command that executed pg_restore, as shown in Figure 10-22.
Figure 10-22
Viewing the command that executed pg_restore
The complete text of the command is:
C:\Program Files\pgAdmin III\1.10\pg_restore.exe --host urup
--port 8432 --username postgres --dbname iserver --clean -verbose "C:\Actuate\iServer\encyc_backup\iserver.backup"
5 On Backup Database iserver, choose Done.
Restoring an Encyclopedia volume using pg_restore
Alternatively, you can restore an Encyclopedia volume schema using the
command-line version of pg_restore. The following example duplicates the
restore operations performed in the previous section using the graphical
PostgreSQL administration tool, pgAdmin. You do not need to do both activities.
Chapter 10, Backing up an Encyclopedia volume
311
The pg_restore utility runs using arguments similar to the pg_dump utility. The
following example shows a typical pg_restore command used to import the
contents of a backup file to an Encyclopedia volume schema:
pg_restore -h mydbhost -p 8432 -U postgres -d db_name
ac_corp_schema.dmp
Run pg_restore from the command line by performing the following tasks.
How to run pg_restore from a command prompt
1 Open a command prompt.
2 Navigate to the following location:
C:\Program Files\Actuate11\iServer\postgresql\bin
3 Enter the following command. Substitute your machine name for urup in this
example:
pg_restore.exe --host urup --port 8432 --username postgres -dbname iserver --clean --verbose "C:\Actuate\iServer\
encyc_backup\iserver.backup"
Press Enter.
4 Type the postgres superuser password. The administrator specified this
password in PostgreSQL Database Information during the iServer installation
procedure in Exercise 1. Press Enter.
pg_restore executes, writing status messages to the command prompt.
Take the Encyclopedia volume online by performing the following tasks.
How to take the Encyclopedia volume online
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume online, as shown in Figure 10-23.
Figure 10-23
Taking the volume online
More information about backing up and restoring an Encyclopedia volume
schema using the PostgreSQL pg_dump and pg_restore utilities is available at the
following location:
http://www.postgresql.org/docs/8.4/static/backup.html
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Installing BIRT iSer ver for Windows
Backing up and restoring an Encyclopedia volume that
uses an Oracle database
Oracle provides the Data Pump Export (expdp) and Import (impdp)
command-line utilities to back up and restore a database. Oracle Data Pump
utilities enable high-speed uploading and downloading of data and metadata in
an Oracle RDBMS. Unlike the PostgreSQL backup and restore utilities, the Oracle
Data Pump utilities run on the server, not the client, for greater efficiency.
To back up an Encyclopedia volume stored in an Oracle RDBMS, the
administrator performs the following operations:
■
Backs up Encyclopedia volume metadata using the Oracle Data Pump Export
(expdp) command-line utility
■
Backs up Encyclopedia volume data and configuration file using operating
system copy commands
To restore an Encyclopedia volume in an Oracle RDBMS, the administrator
performs the following operations:
■
Restores Encyclopedia volume metadata using the Oracle Data Pump Import
(impdp) command-line utility
■
Restores Encyclopedia volume data and configuration file using operating
system copy commands
The following sections provide more information on how to perform these
backup and restore operations.
Backing up an Encyclopedia volume using Oracle
Data Pump Export (expdp)
Oracle Data Pump utilities require the database administrator to map a database
dump directory to a physical directory in the file system. The Oracle RDBMS
writes to and reads from this directory when performing export and import
operations.
Create a directory to contain the metadata and volume data backup files outside
the iServer data installation environment. To provide protection against
single-point media failure, it is best to store the backup files on a partition that is
physically separate from the Encyclopedia volume data location.
To back up an Encyclopedia volume metadata using expdp, perform the
following tasks:
■
Create a directory to contain the metadata and volume data backup files using
sqlplus.
Chapter 10, Backing up an Encyclopedia volume
313
■
Back up Encyclopedia volume metadata using the Oracle Data Pump Export
(expdp) utility.
■
Back up the acserverconfig.xml file and volume data folders to the backup
folder.
How to create a backup of the Encyclopedia volume metadata
1 In Windows, open a command prompt.
2 Use sqlplus, an Oracle SQL editing tool, to log in as the system administrator,
as shown in the following example:
sqlplus system/password@db_host/dbname.actuate.com
The example specifies the system administrator and password, the host name
of the machine where the Oracle server is running, and the full database
domain name.
3 In sqlplus, create a backup directory to contain the Encyclopedia volume
metadata, as shown in the following example:
SQL> CREATE DIRECTORY encyc_backup
AS 'C:\Actuate\iServer\encyc_backup';
SQL> exit
Exit sqlplus.
4 Back up the Encyclopedia volume metadata using the Oracle Data Pump
Export (expdp) utility, as shown in the following example:
expdp system/password@db_host/dbname.actuate.com
SCHEMAS=corp
DIRECTORY=encyc_backup
DUMPFILE=ac_corp_schema.dmp
The expdp example uses the following arguments:
314
■
system/password@db_host/dbname.actuate.com
Specifies the system administrator and password, the host name of the
machine where the Oracle server is running, and the full database domain
name
■
SCHEMAS
Species the Encyclopedia volume schema to export, such as corp
■
DIRECTORY
Specifies the directory for writing the database dump, such as
encyc_backup, created by the system administrator in sqlplus
■
DUMPFILE
Specifies the name of the output file, such as ac_corp_schema.dmp
Installing BIRT iSer ver for Windows
After backing up the Encyclopedia volume metadata, back up the
acserverconfig.xml file and volume data directories to the backup directory by
performing the following tasks.
How to back up the volume data directories
1 Open Windows Explorer and navigate to AC_DATA_HOME, the location of
the iServer data. The administrator specified this location on Setup Type
during the install. The default path for AC_DATA_HOME is:
C:\Actuate11\iServer\data
2 In AC_DATA_HOME, navigate to the config folder that contains
acserverconfig.xml file. In Actuate 11 Service Pack 4, this file is located in the
following subfolder:
C:\Actuate\iServer\data\config\11SP4
Copy acserverconfig.xml to the following backup location:
C:\Actuate\iServer\encyc_backup
3 In AC_DATA_HOME\encyc, select the file, fileType, status, and tempRov
directories, right-click, and choose Copy to copy these directories to the
following backup location:
C:\Actuate\iServer\encyc_backup
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov directories may not
exist. These directories contain information about job details and completion
notices and do not appear until a job executes. If these directories are not
present in the environment, simply back up the file and fileType directories.
Restoring an Encyclopedia volume using Oracle Data
Pump Import (impdp)
To restore a backed-up Encyclopedia volume using Oracle Data Pump Import
(impdp), perform the following tasks:
■
Take the Encyclopedia volume offline.
■
Delete the acserverconfig.xml file and volume data directories in
AC_DATA_HOME.
■
Copy the backed-up acserverconfig.xml file and volume data directories from
the backup directory to AC_DATA_HOME.
■
Restore the Encyclopedia volume metadata using the Oracle impdp utility.
■
Take the Encyclopedia volume online.
Take the Encyclopedia volume offline by performing the following tasks.
Chapter 10, Backing up an Encyclopedia volume
315
How to take the Encyclopedia volume offline
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume offline, as shown in Figure 10-24.
Figure 10-24
Taking the volume offline
How to restore the backed-up volume data directories
1 In Windows Explorer, navigate to AC_DATA_HOME.
2 Navigate to the config folder that contains the acserverconfig.xml file. In
Actuate 11 Service Pack 4, this file is located in the following subfolder:
C:\Actuate\iServer\data\config\11SP4
Select acserverconfig.xml, right-click, and choose Delete. Confirm the deletion.
3 In AC_DATA_HOME, navigate to the encyc directory.
In AC_DATA_HOME\encyc, select the file, fileType, status, and tempRov
directories, right-click, then choose Delete. Confirm the deletion.
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov directories may not
exist.
4 In Windows Explorer, navigate to the following backup directory location:
C:\Actuate\iServer\encyc_backup
5 From the backup directory location, perform the following tasks:
1 Select acserverconfig.xml, right-click, choose Copy, and copy this file to
AC_DATA_HOME\config\11SP4.
2 In C:\Actuate\iServer\encyc_backup, select the file, filetype, status, and
tempROV directories, right-click, choose Copy, and copy these directories
to AC_DATA_HOME\encyc.
Restore the Encyclopedia volume metadata using the Oracle Data Pump Import
(impdp) command-line utility by performing the following tasks.
How to restore a backup of the Encyclopedia volume metadata
1 In Windows, open a command prompt.
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Installing BIRT iSer ver for Windows
2 Restore the Encyclopedia volume metadata using the impdp utility, as shown
in the following example:
impdp system/password@db_host/dbname.actuate.com
SCHEMAS=corp
DIRECTORY=encyc_backup
DUMPFILE=ac_corp_schema.dmp
The Oracle impdp utility runs using arguments similar to the expdp utility.
Take the Encyclopedia volume online by performing the following tasks.
How to take the Encyclopedia volume online
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume online, as shown in Figure 10-25.
Figure 10-25
Taking the volume online
For more information about backing up and restoring an Encyclopedia volume
schema using the Oracle Data Pump utilities, go to the following location:
http://download.oracle.com/docs/cd/B19306_01/server.102/b14215
/dp_overview.htm
Backing up and restoring an Encyclopedia volume that
uses a SQL Server database
Backing up and restoring an Encyclopedia volume
To back up an Encyclopedia volume in the SQL ServerRDBMS environment, the
administrator performs the following operations:
■
Backs up Encyclopedia volume metadata using the SQL Server Management
Studio graphical administration tool or the sqlcmd command-line utility
■
Backs up Encyclopedia volume data and configuration files using operating
system copy commands
Chapter 10, Backing up an Encyclopedia volume
317
To restore an Encyclopedia volume in the SQL Server RDBMS environment, the
administrator performs the following operations:
■
Restores Encyclopedia volume data and configuration files using operating
system copy commands
■
Backs up the tail of the transaction log using the SQL Server Management
Studio graphical administration tool or the sqlcmd command-line utility
■
Restores Encyclopedia volume metadata using the SQL Server Management
Studio graphical administration tool or the sqlcmd command-line utility
The following sections show how to perform these backup and restore
operations.
Backing up an Encyclopedia volume using SQL
Server Management Studio
To back up an Encyclopedia volume, perform the following tasks:
■
Create a folder to contain the volume data backup files.
■
Back up Encyclopedia volume metadata using SQL Server Management
Studio.
■
Back up the acserverconfig.xml file and volume data folders to the backup
folder.
Create a folder to contain the volume data backup files outside the iServer data
installation environment. To provide protection against single-point media
failure, it is best to store the backup files on a partition that is physically separate
from the Encyclopedia volume data location.
In a Windows environment, create a folder to contain the volume data backup
files by performing the following tasks.
How to create a new backup folder
1 Open Windows Explorer.
2 In Windows Explorer, choose File➛New➛Folder repeatedly to create a set of
nested folders in the following location:
C:\Actuate\iServer\encyc_backup
Figure 10-26 shows the new folder.
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Installing BIRT iSer ver for Windows
Figure 10-26
Creating a new folder named encyc_backup
Back up Encyclopedia volume metadata using the SQL Server graphical
administration tool, SQL Server Management Studio, by performing the
following tasks.
How to create a backup of the Encyclopedia volume metadata using SQL Server
Management Studio
1 Choose Start➛Programs➛Microsoft SQL Server 2008➛SQL Server
Management Studio.
2 On Connect to Server, in Server name, type your machine name, such as urup,
as shown in Figure 10-27. Choose Connect.
Figure 10-27
Connecting to a machine named urup
3 On Microsoft SQL Server Management Studio, in Object Explorer, expand
Databases. Right-click the database named iserver and choose Tasks➛Back
Up, as shown in Figure 10-28.
Chapter 10, Backing up an Encyclopedia volume
319
Figure 10-28
Choosing to back up the database named iserver
4 On Back Up Database—General, perform the following tasks:
1 In the Source section, in Database, select iserver.
2 In Backup type, select Full.
3 Leave Copy Only Backup unselected.
4 For Backup component, select Database.
5 In the Backup set section, in Name, accept the default value as the name for
the backup set. Alternatively, type a different name.
6 In Description, type an optional description for the backup set.
7 For Backup set will expire, in After, accept the default value of 0 to specify
that the backup set will not expire and cannot be overwritten.
Alternatively, specify a number of days after which the backup set expires
and can be overwritten.
Optionally, select On to specify an expiration date for the backup set.
8 In the Destination section, perform the following tasks:
1 For Back up to, accept the default value of Disk.
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Installing BIRT iSer ver for Windows
2 Choose Remove to delete the default backup destination.
3 Choose Add.
4 On Select Backup Destination, as shown in Figure 10-29, in File name,
type:
C:\Actuate\iServer\encyc_backup\iserver.bak
Figure 10-29
Typing the backup destination
On Select Backup Destination, choose OK. Back Up Database—General
appears as shown in Figure 10-30. Choose OK.
Figure 10-30
Viewing Back Up Database with new backup location
Chapter 10, Backing up an Encyclopedia volume
321
5 Select Back Up Database—Options and perform the following tasks:
1 In the Overwrite media section, accept the default option, Back up to the
existing media set. For Back up to the existing media set, accept the default
option, Append to the existing backup set.
2 In the Reliability section, accept the default value of unselected for all
options. Alternatively, select any combination of these options.
3 In the Compression section, for Set backup compression, accept the default
value of Use the default server setting. The default value is Do not
compress the backup.
Back Up Database—Options appears as shown in Figure 10-31.
Figure 10-31
Accepting the default values on Back Up Database—Options
4 If you want SQL Server Management Studio to generate and display the
Transact-SQL statements that the backup operation executes, choose the
arrow next to Script then select Script Action to New Query Window, as
shown in Figure 10-32.
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Installing BIRT iSer ver for Windows
Figure 10-32
Choosing to display Transact-SQL statements
5 Choose OK.
6 In the dialog box stating that the backup completed successfully, choose
OK, as shown in Figure 10-33.
Figure 10-33
Acknowledging the successful backup operation
Alternatively, you can also back up the Encyclopedia volume metadata using the
sqlcmd utility. The following example duplicates the operations performed in the
previous section using the graphical SQL Server administration tool, SQL Server
Management Studio. You do not need to do both activities.
How to create a backup of the Encyclopedia volume metadata using the sqlcmd
utility from a command prompt
1 Open a command prompt.
2 To connect with the default instance of SQL Server running on your machine,
type the following command and press Enter:
sqlcmd
3 At the sqlcmd prompt, type the following command and press Enter:
BACKUP DATABASE [iserver] TO DISK = N’C:\Program Files
\Microsoft SQL Server\MSSQL10.MSSQLSERVER\MSSQL\Backup
\iserver.bak’ WITH NOFORMAT, NOINIT, NAME = N’iserver-Full
Database Backup’, SKIP, NOREWIND, NOUNLOAD, STATS = 10
At the sqlcmd prompt, type the following command:
GO
The command prompt appears as shown in Figure 10-34.
Chapter 10, Backing up an Encyclopedia volume
323
Figure 10-34
Typing the command to back up the metadata
Press Enter to execute the command to back up the database. The output
appears as shown in Figure 10-35.
Figure 10-35
Executing the command to back up the metadata
4 To end the sqlcmd session, type the following command at the sqlcmd
prompt:
EXIT
After backing up the Encyclopedia volume metadata, back up the
acserverconfig.xml file and volume data directories to the backup directory by
performing the following tasks.
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Installing BIRT iSer ver for Windows
How to back up the volume data folders
1 Open Windows Explorer and navigate to AC_DATA_HOME. This is the
location of the iServer data. The administrator specified this location on Setup
Type during the install. The default path for AC_DATA_HOME is:
C:\Actuate11\iServer\data
2 Navigate to the config folder that contains the acserverconfig.xml file. In
Actuate 11 Service Pack 4, this file is located in the following subfolder:
C:\Actuate\iServer\data\config\11SP4
Select acserverconfig.xml, right-click, and choose Copy.
Copy this file to the following backup location:
C:\Actuate\iServer\encyc_backup
3 In AC_DATA_HOME, navigate to the encyc folder. Select the file, fileType,
status, and tempRov directories, right-click, and choose Copy. Copy these
directories to the following backup location:
C:\Actuate\iServer\encyc_backup
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov directories may not
exist. These directories contain information about job details and completion
notices and do not appear until a job executes. If these directories are not
present in the environment, simply back up the file and fileType directories.
The contents of the backup folder appear as shown in Figure 10-36.
Figure 10-36
Viewing the backed-up files
Chapter 10, Backing up an Encyclopedia volume
325
Restoring an Encyclopedia volume using SQL Server
Management Studio
To restore a backed-up Encyclopedia volume, perform the following tasks:
■
Take the Encyclopedia offline.
■
Delete the acserverconfig.xml file and volume data folders in
AC_DATA_HOME.
■
Copy the backed-up acserverconfig.xml file and volume data folders from the
backup folder to AC_DATA_HOME.
■
Back up the tail of the transaction log.
■
Restore the Encyclopedia volume metadata using SQL Server Management
Studio, or execute the appropriate commands using sqlcmd from a command
prompt.
■
Take the Encyclopedia online.
Take the Encyclopedia volume offline by performing the following tasks.
How to take the Encyclopedia volume offline
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume offline, as shown in Figure 10-37.
Figure 10-37
Taking the volume offline
How to restore the backed-up volume data folders
1 In Windows Explorer, navigate to AC_DATA_HOME.
2 Navigate to the config folder that contains the acserverconfig.xml file. In
Actuate 11 Service Pack 4, this file is located in the following subfolder:
C:\Actuate\iServer\data\config\11SP4
Select acserverconfig.xml, right-click, and choose Delete. Confirm the deletion.
3 In AC_DATA_HOME, navigate to the encyc folder.
In AC_DATA_HOME\encyc, select the file and fileType, status, and tempRov
folders, right-click, then choose Delete. Confirm the deletion.
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Installing BIRT iSer ver for Windows
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov folders may not exist.
4 In Windows Explorer, navigate to the following location:
C:\Actuate\iServer\encyc_backup
5 Right-click acserverconfig.xml, choose Copy, and copy this file to
AC_DATA_HOME\config\11SP4.In C:\Actuate\iServer\encyc_backup,
select the file, filetype, status, and tempRov folders, right-click, choose Copy,
and copy these folders to AC_DATA_HOME\encyc.
Before restoring a full database backup, you must back up the tail of the
transaction log. A backup taken of the tail of the transaction log just before a
restore operation is called a tail-log backup.
How to back up the tail of the transaction log
1 On Microsoft SQL Server Management Studio, in Object Explorer, expand
Databases. Right-click the database named iserver and choose
Tasks➛Back Up.
2 On Back Up Database—General, perform the following tasks:
1 In the Source section, in Database, select iserver.
2 In Backup type, select Transaction Log.
3 Leave Copy Only Backup unselected.
4 In the Backup set section, in Name, accept the default value as the name for
the backup set. Alternatively, type a different name.
5 In Description, type an optional description for the backup set.
6 For Backup set will expire, in After, accept the default value of 0 to specify
that the backup set will not expire and cannot be overwritten.
Alternatively, specify a number of days after which the backup set expires
and can be overwritten.
Optionally, select On to specify an expiration date for the backup set.
7 In the Destination section, for Back up to, accept the default value of Disk.
8 Accept the default backup destination.
Back Up Database—General appears as shown in Figure 10-38.
Chapter 10, Backing up an Encyclopedia volume
327
Figure 10-38
Choosing to back up the transaction log
In Select a page, choose Options.
3 On Back Up Database—Options, perform the following tasks:
1 In the Overwrite media section, accept the default option, Back up to the
existing media set. For Back up to the existing media set, accept the default
option, Append to the existing backup set.
2 In the Reliability section, accept the default value of unselected for all
options. Alternatively, select any combination of these options.
3 In the Transaction log section, select Back up the tail of the log, and leave
the database in the restoring state.
4 In the Compression section, in Set backup compression, accept the default
value of Use the default server setting. The default value is Do not
compress the backup.
5 If you want SQL Server Management Studio to generate and display the
Transact-SQL statements that the backup operation executes, left-click on
the arrow next to Script and choose Script Action to New Query Window
as shown in Figure 10-39.
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Installing BIRT iSer ver for Windows
Figure 10-39
Choosing to display Transact-SQL statements
Back Up Database—Options appears as shown in Figure 10-40.
Figure 10-40
Configuring Back Up Database—Options
Choose OK.
4 In the dialog box stating that the backup operation completed successfully,
choose OK, as shown in Figure 10-41.
Chapter 10, Backing up an Encyclopedia volume
329
Figure 10-41
Acknowledging the successful backup operation
Alternatively, you can also back up the tail of the transaction log using the sqlcmd
utility. The following example duplicates the operations performed in the
previous section using the graphical SQL Server administration tool, SQL Server
Management Studio. You do not need to do both activities.
How to back up of the tail of the transaction log using sqlcmd from a command
prompt
1 Open a command prompt.
2 To connect with the default instance of SQL Server running on your machine,
type the following command and press Enter:
sqlcmd
3 At the sqlcmd prompt, type the following command and press Enter:
BACKUP LOG [iserver] TO DISK = N’C:\Program Files\Microsoft SQL
Server\MSSQL10.MSSQLSERVER\MSSQL\Backup\iserver.bak’ WITH
NO_TRUNCATE, NOFORMAT, NOINIT, NAME = N’iserver-Transaction
Log Backup’, SKIP, NOREWIND, NOUNLOAD, NORECOVER, STATS = 10
At the sqlcmd prompt, type the following command:
GO
The command prompt appears as shown in Figure 10-42.
Figure 10-42
330
Typing the command to back up the tail of the log
Installing BIRT iSer ver for Windows
Press Enter to execute the command to back up the tail of the transaction log.
The output appears as shown in Figure 10-43.
Figure 10-43
Executing the command to back up the tail of the log
4 To end the sqlcmd session, type the following command at the sqlcmd
prompt:
EXIT
When restoring the Encyclopedia volume metadata, you must also restore the tail
of the log backup. Restore both of these backups by performing the following
tasks.
How to restore a backup of the Encyclopedia volume metadata using SQL Server
Management Studio
1 On Microsoft SQL Server Management Studio, in Object Explorer, expand
Databases. Right-click the database named iserver and choose
Tasks➛Restore➛Database, as shown in Figure 10-44.
Chapter 10, Backing up an Encyclopedia volume
331
Figure 10-44
Choosing to restore the database
2 On Restore Database—General, perform the following tasks:
1 In the Destination for restore section, in To database, select iserver.
2 In To a point in time, accept the default of Most recent possible.
Alternatively, click on the ellipsis next to Most recent possible. On Point in
time restore, specify a specific date and time to which to restore the backup.
3 In the Source for restore section, in From database, select iserver.
4 In Select the backup sets to restore, select both the Full database backup
and the Transaction log backup.
Restore Database—General appears as shown in Figure 10-45.
332
Installing BIRT iSer ver for Windows
Figure 10-45
Configuring Restore Database—General
In Select a page, choose Options.
3 On Restore Database—Options, perform the following tasks:
1 In the Restore options section, accept the default value of unselected for all
options. Alternatively, select any combination of these options.
2 In the Recovery state section, select Leave the database ready to use by
rolling back uncommitted transactions. Alternatively, select one of the
other options.
3 If you want SQL Server Management Studio to generate and display the
Transact-SQL statements that the backup operation executes, left-click on
the arrow next to Script and choose Script Action to New Query Window.
Restore Database—Options appears as shown in Figure 10-46.
Chapter 10, Backing up an Encyclopedia volume
333
Figure 10-46
Configuring Restore Database—Options
Choose OK.
In the dialog box stating that the restore operation completed successfully,
choose OK, as shown in Figure 10-47.
Figure 10-47
Acknowledging the successful restore operation
Alternatively, you can restore an Encyclopedia volume schema using the sqlcmd
utility. The following example duplicates the operations performed in the
previous section using the graphical SQL Server administration tool, SQL Server
Management Studio. You do not need to do both activities.
How to restore a backup of the Encyclopedia volume metadata using sqlcmd from a
command prompt
1 Open a command prompt.
334
Installing BIRT iSer ver for Windows
2 To connect with the default instance of SQL Server running on your machine,
type the following command and press Enter:
sqlcmd
3 At the sqlcmd prompt, type the following command and press Enter:
RESTORE DATABASE [iserver] FROM DISK = N’C:\Program Files\
Microsoft SQL Server\MSSQL10.MSSQLSERVER\MSSQL\Backup\
iserver.bak’ WITH FILE = 1, NORECOVERY, NOUNLOAD, STATS = 10
At the sqlcmd prompt, type the following command:
GO
The command prompt appears as shown in Figure 10-48
Figure 10-48
Typing the command to restore the backup of the metadata
Press Enter to execute the command to restore the backup of the metadata. The
output appears as shown in Figure 10-49.
Figure 10-49
Executing the command to restore the backup of the metadata
Chapter 10, Backing up an Encyclopedia volume
335
4 To restore the tail of the transaction log backup, type the following command
at the sqlcmd prompt and press Enter:
RESTORE LOG [iserver] FROM DISK = N’C:\Program Files\Microsoft
SQL Server\MSSQL10.MSSQLSERVER\MSSQL\Backup\iserver.bak’ WITH
FILE = 2, NOUNLOAD, STATS = 10
At the sqlcmd prompt, type the following command:
GO
The command prompt appears as shown in Figure 10-50.
Figure 10-50
Typing the command to restore the tail of the log backup
Press Enter to execute the command to restore the tail of the log backup. The
output appears as shown in Figure 10-51.
Figure 10-51
336
Executing the command to restore the tail of the log backup
Installing BIRT iSer ver for Windows
5 To end the sqlcmd session, type the following command at the sqlcmd
prompt:
EXIT
Take the Encyclopedia volume online by performing the following tasks.
How to take the Encyclopedia volume online
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On the simple view, choose Advanced view. Choose Volumes.
3 On Volumes, take the volume online, as shown in Figure 10-52.
Figure 10-52
Taking the volume online
For more information about backing up and restoring an Encyclopedia volume
schema using the Microsoft SQL Server database utilities, go to the following
location:
http://msdn.microsoft.com/en-us/library/ms189621.aspx
Backing up and restoring an Encyclopedia volume that
uses a DB2 database
To back up an Encyclopedia volume in the DB2 RDBMS environment, the
administrator performs the following operations:
■
Backs up Encyclopedia volume metadata using the DB2 Control Center
graphical administration tool or the DB2 command line processor utility
■
Backs up Encyclopedia volume data and configuration files using operating
system copy commands
To restore an Encyclopedia volume in the DB2 RDBMS environment, the
administrator performs the following operations:
■
Restores Encyclopedia volume data and configuration files using operating
system copy commands
Chapter 10, Backing up an Encyclopedia volume
337
■
Restores Encyclopedia volume metadata using the SQL Server Control Center
graphical administration tool or the DB2 command line processor utility
The following sections show how to perform these backup and restore
operations.
Backing up an Encyclopedia volume using DB2
Control Center
To back up an Encyclopedia volume, perform the following tasks:
■
Create a folder to contain the backup files.
■
Back up Encyclopedia volume metadata using DB2 Control Center.
■
Back up the acserverconfig.xml file and volume data folders to the backup
folder.
Create a folder to contain the volume data backup files outside the iServer data
installation environment. To provide protection against single-point media
failure, it is best to store the backup files on a partition that is physically separate
from the Encyclopedia volume data location.
In a Windows environment, create a folder to contain the volume data backup
files by performing the following tasks.
How to create a new backup folder
1 Open Windows Explorer.
2 In Windows Explorer, choose File➛New➛Folder repeatedly to create a set of
nested folders in the following location:
C:\Actuate\iServer\encyc_backup
Figure 10-53 shows the new folder.
Figure 10-53
338
Creating a new folder named encyc_backup
Installing BIRT iSer ver for Windows
Back up Encyclopedia volume metadata using the DB2 graphical administration
tool, Control Center, by performing the following tasks.
How to create a backup of the Encyclopedia volume metadata using DB2 Control
Center
1 Choose Start➛Programs➛IBM DB2➛DB2COPY1 (Default)➛General
Administration Tools➛Control Center.
2 On Control Center, in Object View, navigate to the Databases folder. Select the
ISERVER database, right-click, and choose Backup, as shown in Figure 10-54.
Figure 10-54
Choosing to back up the ISERVER database
3 On Backup Wizard—Introduction, select Backup entire database, as shown in
Figure 10-55. Choose Next.
4 On Backup Wizard—Image, in Media Type, select File System, then select
Add, as shown in Figure 10-56.
5 In Path Browser, navigate to the following location, as shown in Figure 10-57.
C:\Actuate\iServer\encyc_backup
Chapter 10, Backing up an Encyclopedia volume
339
340
Figure 10-55
Confirming the details of the ISERVER database
Figure 10-56
Choosing to add a backup location
Installing BIRT iSer ver for Windows
Figure 10-57
Navigating the metadata backup location l
Choose OK. Backup Wizard—Image appears as shown in Figure 10-58.
Figure 10-58
Viewing the chosen metadata backup location
Choose Next.
6 On Backup Wizard—Options, perform the following tasks:
1 In the Backup Type section, accept the default option, Full Backup.
2 In the Availability section, select Online.
3 In the Compression section, select Compress backup image.
4 Backup Wizard—Options appears as shown in Figure 10-59.
Chapter 10, Backing up an Encyclopedia volume
341
Figure 10-59
Configuring the backup options
Choose Next
7 On Backup Wizard—Performance, in the Buffers section, accept the
recommended default values, as shown in Figure 10-60. Alternatively, select
different values.
Figure 10-60
Specifying performance options
Choose Next.
342
Installing BIRT iSer ver for Windows
8 On Backup Wizard—Schedule, accept the default values, as shown in
Figure 10-61. Alternatively, specify different values.
Figure 10-61
Selecting scheduling options
Choose Next.
9 On Backup Wizard—Summary, review the backup job parameters, as shown
in Figure 10-62. Choose Back to change any backup job parameters, or choose
Show Command to view the command that executes the backup.
Figure 10-62
Reviewing backup job parameters
Chapter 10, Backing up an Encyclopedia volume
343
Choose Finish to execute the backup. The elapsed time for the backup job
displays, as shown in Figure 10-63.
Figure 10-63
Viewing the elapsed time for the backup job
When the backup job completes, DB2 displays the commands that the job
executed, and an end-of-job message, as shown in Figure 10-64.
Figure 10-64
Viewing the commands executed and end-of-job messages
Alternatively, you can also back up the Encyclopedia volume metadata using the
command line processor utility. The following example duplicates the operations
performed in the previous section using the graphical administration tool, DB2
Control Center. You do not need to do both activities.
How to create a backup of the Encyclopedia volume metadata using the DB2
command line processor
1 Choose Start➛Programs➛IBM DB2➛DB2COPY1 (Default)➛Command Line
Tools➛Command Line Processor.
The command line processor appears, as shown in Figure 10-65.
344
Installing BIRT iSer ver for Windows
Figure 10-65
Opening the command line processor
2 Execute each of the following commands to perform an online backup of the
entire database and compress the backup image, as shown in Figure 10-66:
BACKUP DATABASE ISERVER ONLINE
TO "C:\Actuate\iServer\encyc_backup"
WITH 2 BUFFERS BUFFER 1024 PARALLELISM 1
COMPRESS WITHOUT PROMPTING
Figure 10-66
Executing the commands to back up the database
3 To end the DB2 command line processor session, type the following
command:
quit
After backing up the Encyclopedia volume metadata, back up the
acserverconfig.xml file and volume data directories to the backup directory by
performing the following tasks.
Chapter 10, Backing up an Encyclopedia volume
345
How to back up the volume data folders
1 Open Windows Explorer and navigate to AC_DATA_HOME, which is the
location of the iServer data. The administrator specified this location on Setup
Type during the install. The default path for AC_DATA_HOME is:
C:\Actuate11\iServer\data
2 Navigate to the config folder that contains the acserverconfig.xml file. In
Actuate 11 Service Pack 4, this file is located in the following subfolder:
C:\Actuate\iServer\data\config\11SP4
Select acserverconfig.xml, right-click, and choose Copy.
Copy this file to the following backup location:
C:\Actuate\iServer\encyc_backup
3 Navigate to AC_DATA_HOME\encyc. Select the file, fileType, status, and
tempRov directories, right-click, and choose Copy. Copy these directories to
the following backup location:
C:\Actuate\iServer\encyc_backup
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov directories may not
exist. These directories contain information about job details and completion
notices and do not appear until a job executes. If these directories are not
present in the environment, simply back up the file and fileType directories.
The contents of the backup folder appear as shown in Figure 10-67.
Figure 10-67
346
Viewing the backed-up files
Installing BIRT iSer ver for Windows
Restoring an Encyclopedia volume using DB2 Control
Center
To restore a backed-up Encyclopedia volume, perform the following tasks:
■
Take the Encyclopedia volume offline.
■
Delete the acserverconfig.xml file and volume data folders in
AC_DATA_HOME.
■
Copy the backed-up acserverconfig.xml file and volume data folders from the
backup folder to AC_DATA_HOME.
■
Restore the Encyclopedia volume metadata using SQL Server Management
Studio, or execute the appropriate commands using sqlcmd from a command
prompt.
■
Take the Encyclopedia volume online.
Take the Encyclopedia volume offline by performing the following tasks.
How to take the Encyclopedia volume offline
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume offline, as shown in Figure 10-68.
Figure 10-68
Taking the volume offline
How to restore the backed-up volume data folders
1 In Windows Explorer, navigate to AC_DATA_HOME.
2 Navigate to the config folder that contains the acserverconfig.xml file. In
Actuate 11 Service Pack 4, this file is located in the following subfolder:
C:\Actuate\iServer\data\config\11SP4
Select acserverconfig.xml, right-click, and choose Delete. Confirm the deletion.
3 Navigate to AC_DATA_HOME\encyc. Select the file and fileType, status, and
tempRov folders, right-click, and choose Delete. Confirm the deletion.
Chapter 10, Backing up an Encyclopedia volume
347
In a backup taken immediately after an iServer installation where there has
been no activity on the system, the status or tempRov folders may not exist.
4 Navigate to the following location:
C:\Actuate\iServer\encyc_backup
Right-click acserverconfig.xml, choose Copy, and copy this file to
AC_DATA_HOME\config.
5 In C:\Actuate\iServer\encyc_backup, select the file, filetype, status, and
tempRov folders, right-click, choose Copy, and copy these folders to
AC_DATA_HOME\encyc.
How to restore a back up of the Encyclopedia volume metadata using DB2 Control
Center
1 On Control Center, in Object View, right-click the database named ISERVER
and choose Restore, as shown in Figure 10-69.
Figure 10-69
Choosing to restore the database
2 On Restore Data Wizard—Introduction, in the Restore alternatives section,
accept the default value of Restore to an existing database, as shown in
Figure 10-70. Choose Next.
348
Installing BIRT iSer ver for Windows
Figure 10-70
Confirming the details of the ISERVER database
3 On Restore Data Wizard—Restore Objects, accept the default selection,
Restore the entire database, as shown inFigure 10-71. Choose Next.
Figure 10-71
Selecting the backup image to restore
4 On Restore Data Wizard—Available Images, in Available backup images,
select the image you want to restore, as shown in Figure 10-72.
Chapter 10, Backing up an Encyclopedia volume
349
Figure 10-72
Selecting the backup image to restore
Choose the right arrow to move the image to Selected backup images, as
shown in Figure 10-73. Choose Next
Figure 10-73
Moving the selected image to Selected backup images
5 On Restore Data Wizard—Containers, accept the default options, as shown in
Figure 10-74. Choose Next.
350
Installing BIRT iSer ver for Windows
Figure 10-74
Choosing whether to enable redirecting of table space containers
6 On Restore Data Wizard—Roll forward, accept the default option, Restore
Only, as shown in Figure 10-75. Choose Next.
Figure 10-75
Choosing to restore the database backup only
7 On Restore Data Wizard—Final State, select Complete the restore and return
to the active state, as shown in Figure 10-76. Choose Next.
Chapter 10, Backing up an Encyclopedia volume
351
Figure 10-76
Choosing to complete the restore
8 On Restore Data Wizard—Options, accept the default options, as shown in
Figure 10-77. Choose Next.
Figure 10-77
Choosing restore options
9 On Restore Data Wizard—Performance, accept the default values, as shown in
Figure 10-78. Choose Next.
352
Installing BIRT iSer ver for Windows
Figure 10-78
Selecting performance options
10 On Restore Data Wizard—Schedule, accept the default values, as shown in
Figure 10-79. Choose Next.
Figure 10-79
Setting backup job scheduling options
11 On Restore Data Wizard—Summary, review the restore job parameters, as
shown in Figure 10-80. Choose Back to change any restore job parameters, or
choose Show Command to view the SQL that executes the restore.
Chapter 10, Backing up an Encyclopedia volume
353
Figure 10-80
Reviewing restore job parameters
Choose Finish to execute the restore. The elapsed time for the restore job
displays, as shown in Figure 10-81.
Figure 10-81
Viewing the elapsed time for the restore job
When the job completes, DB2 displays the commands that the job executed,
and an end-of-job message, as shown in Figure 10-82.
Figure 10-82
Viewing the command executed and end-of-job messages
Alternatively, you can also restore the Encyclopedia volume metadata using the
command line processor utility. The following example duplicates the operations
performed in the previous section using the graphical administration tool, DB2
Control Center. You do not need to do both activities.
354
Installing BIRT iSer ver for Windows
How to restore a backup of the Encyclopedia volume metadata using the DB2
command line processor
1 Choose Start➛Programs➛IBM DB2➛DB2COPY1 (Default)➛Command Line
Tools➛Command Line Processor.
The command line processor appears, as shown in Figure 10-83.
Figure 10-83
Opening the command line processor
2 Execute the following command, as shown in Figure 10-84:
RESTORE DATABASE ISERVER FROM "C:\Actuate\iServer\encyc_backup"
TAKEN AT 20111002141320 WITH 2 BUFFERS BUFFER 1024
PARALLELISM 1 WITHOUT PROMPTING;
where
20111002141320
is the last node in the name of the iServer backup file, C:\Actuate\iServer
\encyc_backup\ISERVER.0.DB2.NODE0000.CATN0000.20111002141320.001.
Figure 10-84
Restoring the database from the command line
Chapter 10, Backing up an Encyclopedia volume
355
3 To end the DB2 session, type the following command:
quit
Take the Encyclopedia volume online by performing the following tasks.
How to take the Encyclopedia volume online
1 Log in to Configuration Console. On the simple view, choose Advanced view.
Choose Volumes.
2 On Volumes, take the volume online, as shown in Figure 10-85.
Figure 10-85
Taking the volume online
For more information about backing up and restoring an Encyclopedia volume
schema using the DB2 database utilities, go to the following location:
http://www.ibm.com/developerworks/data/library/techarticle
/dm-0910db2incrementalbackup/index.html
356
Installing BIRT iSer ver for Windows
Index
A
AC_CONFIG_HOME attribute 279, 282
AC_CONFIG_HOME variable 240
AC_DATA_HOME directory 244
AC_DATA_HOME variable 243
AC_JAVA_HOME variable 46, 205
AC_JRE_HOME variable 46
AC_JRE64_HOME variable 46
AC_JVM_HOME variable 46
AC_PMD_WINDOWS_CPUS variable 285,
286
AC_SERVER_HOME parameter 154, 157, 171
AC_SERVER_HOME variable 146, 205, 216
AC_TEMPLATE_NAME variable 198
access permissions. See privileges
accessing
configuration parameters 13
data 13, 276
Encyclopedia volumes 46, 274, 277
help files x, xi
help topics xi
iServer features 46, 274
iServer System components 41
license files 13
metadata database schemas 4
online help 267
pgAdmin administration tool 41, 103
PostgreSQL servers 41
RDBMS database documentation 7
report files 24
resources 255
Update tool 264
Visual C++ libraries 203
volume databases 18
web-based content 276, 277
accounts
cluster configurations and 25
creating user 24, 25, 52
installing alternate databases and 60, 75
installing cluster nodes and 190
installing Information Console and 250
managing 16
setting passwords for 31, 33
setting up e-mail 290
starting iServer 11 service and 33
starting Management Console and 34
upgrades and 82, 83, 92, 94
AcEncycUpgrade utility 18
AcExport utility 16
AcExtern utility 17
AcImport utility 16
AcIntern utility 17
AcMode utility 17
acpmdconfig.xml 13, 176
Acrobat Catalog. See Adobe Acrobat Catalog
acserverconfig.xml 13, 176
acserverlicense.xml 13
activity logs 255
AcToc utility 17
Actuate Analytics Option 275
Actuate Basic reports 276
Actuate Customer Support xi
Actuate Distribution xi
Actuate ftp site 27
Actuate licensing options 274, 275, 283
Actuate Query Option 275
Actuate Support Lifecycle Policy xii
actuate.com vii
ActuateBIRTiServer.zip 204
ActuateInformationConsole.exe 247
ActuateInformationConsole.war 254
ActuateiServerIntegrationTechnology.exe 260
ActuateOne technology vii
AcVerify utility 17
Add Partition link 145
Add Volume link 151
Add volume schema setting 146
adding
administrator accounts 24, 83
backup folders 298, 318, 338
cluster nodes 176
clusters 181, 237
desktop shortcuts 41, 102, 118, 210
e-mail accounts 290
Encyclopedia volumes 27, 151, 166, 168,
230
Index
357
adding (continued)
external databases 221
indexes 5
JDBC drivers 18
license keys 278
licensing options 283
metadata databases 11, 223
partitions 145, 229
passwords. See passwords
PostgreSQL servers 42
resource groups 46
schema owners 52, 225, 227
system databases 53, 60
system passwords 242
system schemas 27, 52, 168, 170, 225
user accounts 25, 52
volume schemas 27, 52, 146, 226
admineds.bat file 150
administrate_encyclopedia_data_store.bat
file 150
administrate_system_data_store.bat file 169
administration tools 16
administrative reports 19
administrator accounts 24, 34, 75, 83
administrators
backing up database schemas and 26
backing up Encyclopedia and 294, 295
configuring iServer clusters and 13, 14
customizing database connections and 18
deploying iServer images and 202
installing DB2 databases and 60, 61
installing iServer and 24, 44, 47, 52
installing Oracle databases and 55
installing Postgre databases and 53
installing SQL Server databases and 57
managing Encyclopedia and 5, 7
managing iServer System and 15
migrating to current release and 47
obtaining licenses and 274
optimizing iServer System and 13, 176
preventing data loss and 7
recreating systems schemas and 168, 170
sharing metadata databases and 5
testing new releases and 47, 48
upgrading Encyclopedia and 143
upgrading iServer and 82, 83, 104, 124
adminsds.bat script 169
358
Installing BIRT iSer ver for Windows
Adobe Acrobat Catalog utility xi
aggregation 275
alternative databases. See metadata
databases; third-party databases
Analytics Option 275
analyzing
data 275
search results 276
Apache Tomcat servers 247, 249
application pages. See web pages
application programming interfaces 15, 18
application server cache 257
application server configurations 247, 254
application servers 247, 254, 257
See also servers
APPLICATION_USER parameter 171
APPLICATION_USER_NAME parameter
158
APPLICATION_USER_PASSWORD
parameter 158
applications
accessing Encyclopedia and 46
backward compatibility with 18
creating production environment for 48
creating test environments for 47
deploying web 256
developing 15, 16
installing Open Security 29, 46
restricting CPU processes for 283
running iServer processes and 8, 10
upgrading and 47, 88
archives (cloud deployments) 6, 202
Archiving and Purging page 296
archiving report files 296
asynchronous Factory service 11
autoarchive file purging 296
auto-login scripts (pgpass) 302
automated installation option 6
automated installation programs 16
automatic rollback 83
automatic upgrades 82, 84, 87
B
backing up
data files 295
database schemas 26, 302
Encyclopedia volumes 294, 295, 296, 297,
300, 313, 317, 337
folders 303, 325, 346
metadata 26, 64, 295
PostgreSQL databases 297
program files 87, 107
report files 17
system schemas 7, 83, 168
volume databases 17
backup operations 7, 8, 16
backup utilities 17, 295
backward compatibility 18
Basic reports 276
batch files
Data Store Administrator 150
Data Store Upgrader 122, 123
iServer distribution packages 205
Squirrel Data Exporter 148, 149, 155, 156,
157
System Data Store Administrator 169
bin directory 243
binary files 29, 127, 243
BIRT 360 Option 275
BIRT Data Analyzer Option 276
BIRT Designer Professional 276
BIRT Exchange 27
BIRT Exchange URL 27
BIRT Interactive Viewer Option 276
BIRT iServer 16
See also iServer
BIRT iServer System names 30, 68
BIRT open source projects vii
BIRT Option 275
BIRT Page Level Security option 276
BIRT report designers 47
BIRT reports 19, 276
See also reports
BIRT SmartSheet Security Option 276
BIRT Spreadsheet Designer 276
BIRT Spreadsheet Option 276
BIRT Studio 255
BIRT Studio Option 276
BIRT Viewer 255
BIRT_RESOURCE_PATH parameter 255
BIRT_VIEWER_LOG_DIR parameter 255
birt-exchange.com vii
browsers. See web browsers
browsing Encyclopedia volume database 41,
103
bulk load script files 165
bulk-load utilities 153
Business Intelligence technology vii
C
C++ libraries 203
C++ runtime components 207, 218, 220, 240
cache (web pages) 257
cache conflicts 257
Caching processes 287
Caching service 9, 11
CachingService element 287
changing
cluster machines 282
CPU binding 288, 290
database encoding 19
database schemas 41, 103
default locales 255
license file names 281
licensing options 283
metadata databases 4, 5
network cards 282
passwords 34
time zones 255
volume names 164
character encoding 19, 60
character sets 19
charts 46, 275
CLASSPATH variable 46
clearing web browser cache 257
client applications 8
client/server models 13
cloud deployment environments 243
cloud deployments 6, 202–244
cluster IDs 13, 176
cluster nodes 176, 184
creating shared folders for 178, 234
cluster template names 240
clusters
adding nodes to 13, 176
associating with machine IDs 279
binding iServer processes to 284
changing machines for 282
configuring 13, 14
Index
359
clusters (continued)
connecting to iServer System and 8
creating 181, 237
creating iServer images and 202
deploying iServer and 206, 239
deploying web applications and 256
determining number of processors for 288
distributing requests among 8, 14
exceeding CPU licenses for 289
failing 176
failover operations and 7
getting IP addresses for 180, 236
installing cluster nodes for 185–198
installing iServer for 29
licensing options for 277, 279, 283
load balancing for 14, 176
managing volume metadata and 5
running iServer services and 8
setting configuration home location for 187
setting port numbers for 191
setting up RDBMS databases for 11
setting up system data store for 168
setting up user accounts for 25
storing information for 202
testing connections for 181, 237
turning off firewalls for 179, 235
viewing nodes in 242
collation 57, 60
collecting machine information 279
command line utilities 16, 297
comments 153
config directory 188
CONFIG_SCHEMA_NAME parameter 158,
172
ConfigHomeDirectory variable 199
Configuration Console
adding alternate databases and 75
adding database schemas and 146, 225,
226
adding metadata databases and 223
adding partitions and 145, 228
administering iServer and 211
archiving report files and 296
configuring BIRT iServer and 16
configuring clusters and 13
connecting to databases and 222
360
Installing BIRT iSer ver for Windows
creating Encyclopedia and 151, 166, 167,
168, 230
creating system schemas and 146, 168
installing 187, 246
logging in to 211
running iServer processes and 8
running stand-alone servers and 9
sending notifications and 290
setting user names and passwords for 34
shutting down iServer and 147
starting 102
updating license keys and 282
upgrades and 95, 120, 143
viewing licensing information and 277
configuration files 27, 87, 153, 244
configuration home locations 187, 199
configuration parameters 13, 176, 255
See also parameters
configuration templates 13, 176
configurations
binding CPU processes and 284, 287
connecting to databases and 18
creating cluster nodes and 8
customizing database encoding and 19
deploying Information Console and 247,
254, 256
failover operations and 7
installing cluster nodes and 13, 187
installing Information Console and 247,
254
installing iServer and 26, 29
licensing iServer and 274, 279
overwriting previous installations and 45
purging report files and 296
renaming licensing files and 282
running Open Security applications and 47
running RDBMS databases and 11
storing metadata for 4
testing installations and 48
upgrading and 87, 153
configuring
application servers 247, 254
clusters 13, 14
external databases 221
iServer System 6
JDBC drivers 18
service privileges 26
system data store 168
upgrade utilities 153
connection pooling 18, 53
connections
accessing multiple volume schemas and 53
accessing volume databases and 18
changing encoding schemes and 19
configuring clusters and 8, 13
configuring Information Console 255
creating DB2 schemas and 61
creating Oracle schemas and 56
creating PostgreSQL schemas and 54
creating SQL Server schemas and 59
customizing database 18
setting up database 222
testing 181, 224, 237
upgrading PostgreSQL databases and 92
context paths 249, 254
context-sensitive help 264
conventions (documentation) xii
copying
files 295
license files 282
corrupted schemas 83
CPU binding 283–290
CPU binding validation 289, 290
CPU-based licenses 274
determining number of 284
exceeding number of 289, 290
viewing information about 289
CPUs
binding to multiple core 286
deploying iServer over multi-threaded 284
determining number of 287, 288
hyperthreading and 287
licensing options for 283
restricting processes for 283
running encycsrvr11 processes and 288
running Information Console and 254
viewing maximum number of 289
viewing processor IDs for 284
CREATE_SCHEMA parameter 158
creating
administrator accounts 24, 83
backup folders 298, 318, 338
cluster nodes 176
clusters 181, 237
data cubes 275
e-mail accounts 290
Encyclopedia volume partitions 143
Encyclopedia volumes 27, 151, 166, 167,
168, 230
indexes 5
iServer images 202
metadata databases 11, 223
partitions 145, 229
passwords. See passwords
production environments 48
production staging areas 48
report designs 276
resource groups 46
schema owners 52, 225, 227
shared folders 178, 234
system databases 53, 60
system passwords 242
system schemas 27, 52, 168, 170, 225
test environments 47
user accounts 25, 52
volume schemas 27, 52, 146, 226
credentials. See user credentials
cube reports 275
cubes 275
cubeview files 276
custom applications 47
custom configurations 29
custom installations 29
Customer Support xi
customizing
database connections 18
database encoding 19
Information Console 255, 256
metadata databases 5
D
dashboards vii, 275
data
accessing 13, 276
analyzing 275
backing up Encyclopedia and 294
caching 11
preventing loss of 7, 26
recovering 7, 8, 16
setting default location for 29
Index
361
data (continued)
sharing 14
storing 203
upgrades and 6, 49, 83, 127
Data Analyzer Option 276
Data Connector Option 276
data cubes. See cubes
data directory 30, 127
Data Exporter
configuring 153
migrating iServer installations and 6
migrating volume metadata and 17
running 148
setting properties for 153
setting up export environments and 153,
155, 165
data files 29, 243, 295
See also files; report files
data objects 5, 294
data partitions 228
data retrieval operations 11
data sources 11
Data Store Administrator
See also System Data Store Administrator
configuring 153
creating Encyclopedia and 166, 167, 168
creating schema elements and 166, 167
importing Encyclopedia and 149, 157, 164
migrating iServer installations and 6
migrating volume metadata and 17
running 157, 163
setting properties for 157
Data Store Upgrader
configuring 153
migrating volume metadata and 17
running 121, 122, 171
setting properties for 171, 172
upgrading iServer and 6
data stores 168, 255
See also database schemas
data types 18, 60
DATA_EXPORT_FOLDER parameter 159
DATA_EXPORT_FORMAT parameter 159
DATA_IMPORT_FOLDER parameter 159
DATA_IMPORT_FORMAT parameter 159
database administration tool
accessing PostgreSQL servers and 41, 103
362
Installing BIRT iSer ver for Windows
backing up Encyclopedia and 298–301
installing 36, 37
restoring Encyclopedia and 306, 309
starting 41
uninstalling 44
upgrades and 97, 114
database collation 57, 60
Database Credentials option 31
database drivers. See drivers
database objects 221
Database Schema Information page 71
database schema names 30, 31, 121, 161, 163
database schema owners
creating 52, 225, 227
installing DB2 databases and 60, 61
installing iServer and 5
installing Oracle databases and 55, 56
installing PostgreSQL databases and 53, 54
installing SQL Server databases and 57, 58
setting passwords for 31, 163
database schemas
accessing 4
adding Encyclopedia to 167, 168
assigning privileges 53
backing up 7, 26, 168, 302
browsing 41
changing 41, 103
configuring system data store as 168
creating 27, 52, 146, 225, 226
customizing metadata databases and 5
deploying iServer and 206
depopulating 160
dropping 160
importing volume data to 164
initializing 27
installing DB2 databases and 61
installing Oracle databases and 55, 56
installing PostgreSQL databases and 54, 55
installing SQL Server databases and 58, 59
naming 31, 53, 163, 225, 227
populating 162, 166, 167
preventing data loss and 7
removing Encyclopedia from 166
restoring 168, 170
setting passwords for 162
storing metadata and 4
upgrades and 83, 92
user-defined functions and 63
database servers. See servers
database superuser 31, 163
database types 155, 216
DATABASE_HOST parameter 159, 172
DATABASE_INSTANCE parameter 159, 172
DATABASE_NAME parameter 159, 172
DATABASE_PORT parameter 159, 172
DATABASE_TYPE parameter 157, 160, 171
databaseName property 216
databases
accessing documentation for 7
accessing Encyclopedia and 46
adding data store schemas and 170
analyzing data and 275
backing up 17
changing metadata tables and 5
configuring external 221
configuring failover operations for 7
connecting to 18, 222
copying files in 295
creating metadata 11, 223
creating system 53, 60
customizing 5
deploying iServer and 205, 214–219
exporting metadata to 155
importing Encyclopedia and 164
installing iServer and 24, 27, 29, 52
installing metadata 30, 69
localizing 19
managing Encyclopedia and 5, 7
running iServer clusters and 11, 14
selecting alternate 68
setting passwords for 31
setting port number for 224
setting up iServer environments for 52
specifying default locations for 29
storing metadata and 4
uninstalling 44, 104
upgrades and 82, 83, 92, 104
viewing incomplete files in 295
DB2 command line processor 344
DB2 Control Center 338–344, 347
DB2 databases
accessing documentation for 7
connecting to 61
creating schema owners for 60, 61
creating user accounts for 60
exporting metadata to 156
extending SQL functionality 62–63
installing 60, 61, 69
managing Encyclopedia and 5
naming schemas for 61
running volume backup and restore
operations with 337, 338, 344, 347
setting port number for 69
setting up iServer environments for 60–61
storing metadata and 4
taking Encyclopedia offline for 347
taking Encyclopedia online for 356
dbtype property 216
default directories. See directories
default locale 33, 255
default paths 29, 30
default ports. See ports
default time zones 255
default user names 34
default values 45
default volume partition 143, 144, 145, 228
DEFAULT_DATABASE _PASSWORD
parameter 216
DEFAULT_DATABASE_NAME parameter
160
DEFAULT_LOCALE parameter 255
DEFAULT_TIMEZONE parameter 255
DEFAULT_VOLUME parameter 255
DELETE_ALL_DATA parameter 160
DELETE_DATA parameter 160
deleting
database schemas 160
installation directories 44, 104
partitions 228
product files. See uninstalling
deploying
Information Console 247, 254–256
iServer 6, 13, 14, 176, 202–237, 284
new releases 47
spreadsheets 276
WAR files 254
web applications 256
deployment scripts 203
deployment tools 254
DEPOPULATE_SCHEMA parameter 160
design files 5
Index
363
designers vii, 47
designs 11, 47, 275, 276, 278
desktop products 48
desktop shortcuts 41, 102, 118, 210
destination folder locations 29
developers 15, 53
developing applications 15, 16
DHTML reports 276
diagnostic fixes 9, 14, 177
digit wildcard character 61
directories
backing up volume data 303, 315, 325, 346
configuring cluster nodes and 176
creating cluster nodes and 13
customizing WAR files and 256
deploying iServer and 203, 204, 243, 244
extracting product files to 246
file structure changes and 102, 120
ICU libraries in 25
installing cluster nodes and 187
installing iServer and 29
installing iServer Integration Technology
and 260
installing JDK files and 46
mapping Oracle database dump 313
migrating Encyclopedia and 143
removing installation 44, 104
restoring 306, 316, 326, 347
running multiple releases and 45
upgrading iServer and 45, 87, 127
directory paths 29, 127, 145, 295
disk partitions 295
See also volume partitions
disk space 45, 232
displaying
charts 46
cluster nodes 242
cube reports 275
folder properties 178, 234
host names 180, 236
IP addresses 180, 236
licensing information 277, 278
processor IDs 284
ReadMe files 253, 263
reports 11, 276
DLLs 46, 243
document files 5, 278
364
Installing BIRT iSer ver for Windows
document generation service 11
documentation
accessing vii–xi
administering iServer System and 16
conventions for xii
deploying WAR files and 254
downloading xi
installing online 40, 264
managing Encyclopedia and 7
upgrades and 101, 118, 142
documentation update tool 264
domain servers 25
downloading
documentation files x
JAVA SE Development Kit 203
product files 27
report files 11
Visual C++ libraries 203
drivers 11, 14, 18
DROP_SCHEMA parameter 160
dual-core CPUs 286
dump directories 313
dynamic link libraries 46, 243
E
e.Analysis Option 276
e.Report Data Connector Option 276
e.Report Designer Professional 276, 277
e.Report Option 276
e.reports 203, 276
Eclipse BIRT open source projects vii
elastic iServer clustering 13, 176, 202
e-mail. See notifications
encoding 19, 60
encyc directory 44, 87, 104
Encyclopedia Data Store Administrator
configuring 153
creating Encyclopedia and 166, 167, 168
creating schema elements and 166, 167
importing Encyclopedia and 149, 157, 164
migrating iServer installations and 6
migrating volume metadata and 17
running 157, 163
setting properties for 157
Encyclopedia Data Store Upgrader
configuring 153
migrating volume metadata and 17
running 121, 122, 171
setting properties for 171, 172
upgrading iServer and 6
Encyclopedia Metadata Storage page 30, 68,
91
Encyclopedia processes. See encycsrvr11
processes
Encyclopedia volumes
accessing multiple 277
accessing objects in 274
adding to database schemas 53, 55, 57, 60,
168
backing up 294, 295, 296, 297, 300, 313,
317, 337
browsing schemas for 41
browsing system database for 103
connecting to database for 18
controlling access to 46
CPU binding and 289
creating default 27
creating new 151, 166, 167, 230
creating partitions for 143
creating schema database for 55, 59, 61,
146
creating schema owners for 54
creating schemas for 226
customizing metadata databases for 5
downloading files from 11
exporting 143, 153, 157, 163
importing 149, 157, 163
installing Information Console and 247
installing metadata database for 4, 5, 24,
52
installing sample 19
installing system database for 30
licensing and 274
localizing databases for 19
managing 5, 7
migrating metadata for 17
migrating to current release 49, 82, 120,
143
naming 30, 151, 162, 230
overwriting product files and 48
preserving metadata for 26
preventing data loss and 7, 26
putting partitions online for 231
removing from schemas 166
renaming 164
restoring. See restoring Encyclopedia
volumes
running iServer clusters and 14, 176
running iServer processes and 8
running multiple schemas on 53
setting location of 29
specifying default 255
specifying primary partition for 151
specifying schema owners for 31
starting 9, 152, 231, 232
storing metadata for 4, 11
troubleshooting 295
uninstalling databases for 44, 104
upgrading iServer and 6, 49, 83
EncyclopediaUpgrader utility. See
Encyclopedia Data Store Upgrader
encycsrvr11 processes 284, 288, 289
environment variables 13, 46, 122, 176, 285
environments 254
error logging applications 15
error logging reports 19
escape characters 153
evaluation copies 27
evaluation licenses 32, 130
events 8, 15
example reports 19
example volume 19
Excel formats vii
Excel spreadsheets 276
executable files 46
exit code 0 301
expdp command line options 314
expdp command line utility 313, 314
Expiration time of deleted files property 296
expired licenses 278, 279
EXPORT_ALL_DATA parameter 160
EXPORT_DATA parameter 160
export_squirrel_data.bat file 148
exporting Encyclopedia volumes 143, 153,
157, 163
external data sources 11
external databases 221
external security systems 29, 46
external user information 15
extracting product files 246
Index
365
F
Factory processes 46, 287, 290
Factory service 9, 11, 46
failover operations 7, 8
features xi, 46, 274
file folder 146
file I/O operations 11
file names 278
file purging properties 296
file system backup utilities 295
file system backups 17
file systems 5, 11
FILE_LOG_LEVEL parameter 154, 160, 172
files
accessing license 13
accessing online help x, 267
accessing report 24
archiving 296
backing up 17, 87, 107, 295
configuring upgrade utilities and 153
copying 295
deploying iServer and 202, 206, 243
downloading documentation x
downloading product 27, 246
downloading report 11
installing iServer and 27
installing JDK software and 46
installing online help 264
migrating Encyclopedia volumes and 146
obtaining license key 278
overwriting product 6, 45, 48
purging 296
running processes and 85, 104
saving 87, 107, 153
selecting license 32
sharing 178, 234
specifying default locations for 29
specifying location of binary 127
storing report-specific 5
transmitting license keys and 282
updating 264
upgrading iServer and 45, 47, 83
filetype folder 146
firewalls 179, 209, 235, 247
fixes 9, 14, 177
Flash gadgets vii
366
Installing BIRT iSer ver for Windows
folders
backing up 303, 325, 346
creating backup 298, 318, 338
deploying iServer and 204
installing iServer and 29
installing Management Console and 195
migrating Encyclopedia and 146
restoring 306, 316, 326, 347
shared configurations and 188
sharing 178, 234
specifying program 136
specifying resource 255
upgrades and 146
viewing properties for 178, 234
formats vii
Forrester Wave Open Source Business
Intelligence report vii
ftp distributions
documentation xi
Information Console 246, 247
iServer Integration Technology 260
iServer System 246
ftp site (Actuate) 27
full installations 246
G
gadgets vii
generating
charts 46
reports 11, 46
temporary documents 11
getJDBCMajorVersion method 18
graphs. See charts
H
heap size 254
help 264
See also documentation
help files x, 41, 264, 267
help topics xi
host names
displaying 180, 236
HTML documentation vii, x
hyperthreading 287
I
I/O operations 11
See also input; output
IBM DB2 databases. See DB2 databases
icons (console applications) 136
ICU libraries 25
ICU_DATA environment variable 25
IDAPI applications 10, 15, 16
impdp command line utility 315, 317
IMPORT_DATA parameter 161
importing Encyclopedia volumes 149, 157,
163
incomplete files 295
indexed searches 5
Information Console
assigning CPUs to 254
caching web pages for 257
configuring clusters and 13
connecting to 255
customizing 255, 256
deploying 247, 254–256
installing 246, 247, 254
logging activities for 255
logging in to 41, 210, 258
preventing cache conflicts for 257
running iServer processes and 8
running stand-alone servers and 9
setting application server port for 247
setting context paths for 249, 254
setting default Encyclopedia for 255
starting 257
testing installations for 257
Information Delivery API 15, 16
information delivery solutions vii
information object cache 11
information object files 5
information objects 275
INITIALIZE_DATA parameter 161, 166
in-place upgrades 82, 84, 87, 107, 120
install.properties file 215
installation
alternate metadata databases 52, 69
C++ runtime components 207, 218, 220,
240
cache conflicts and 257
cloud deployments and 203, 204
cluster nodes 176, 185–198
Configuration Console 187, 246
DB2 databases 60, 61, 69
desktop products 48
disk space and 45
domain servers and 25
Information Console 246, 247, 254
iServer 6, 24, 27–41, 52, 185
iServer Integration Technology 246, 260–
264
iServer System 6, 246
iServer System components 29
Java Runtime Environment 247
Java Software Development Kit 46, 247
license keys 278
licensing prompts and 279, 280
Management Console 193, 246
metadata databases 4, 5, 30
online documentation 40, 264
Open Security application 29, 46
PDF documentation 41
pgAdmin administration tool 36, 37
previous releases and 45, 47
sample Encyclopedia volume 19
sample reports 19
SQL Server databases 57, 71
testing 47, 257
upgrades and 45, 82, 84, 104
installation directories 29, 44, 104
installation guides 16
installation options 29
installation prerequisites 24, 52, 184
installation programs 16
installation wizard 247
Integration processes 287
Integration service 9, 11
IntegrationService element 287
Interactive Viewer 276
Interactive Viewer Option 276
international character sets 19
international customer licensing 283
IP addresses
displaying 180, 236
ipconfig command 180, 236
iportal context path 249
iServer
accessing functionality 274
Index
367
iServer (continued)
accessing online help for 267
binding to multiple-core CPUs 286
binding to processors 284, 285
changing CPU binding and 288
checking bound processors for 288–290
creating data objects and 5
deploying 6, 13, 14, 176, 202–237, 284
downloading evaluation copies for 27
getting machine ID for 280
initializing 27
installing 6, 24, 27–41, 52, 185
optimizing performance for 14, 177
running 14, 176
setting up user accounts for 24, 25, 26, 52
shutting down 147
starting 9, 212, 221
stopping 212
storing metadata for 4
testing new releases for 47–49
upgrade options for 6
upgrading 45, 82, 84, 104, 120, 124
validating CPU binding and 289
viewing licensing information for 277, 278
iServer 11 service 33, 132
iServer Application Container 135, 143
iServer directory 29
iServer distribution package 204
iServer distribution setup script
alternate databases and 214, 215, 218
desktop shortcuts and 210
environment variables and 205
installation options and 205
Postgre databases and 207
running 206
setting up clusters 239
setting up iServer only 219
stopping 209
iServer images 202
iServer Information page 251
iServer Integration Technology 16, 246, 260–
264
iServer processes
binding to CPUs 283–290
binding to Windows systems 284
creating resource groups and 46
domain servers and 25
368
Installing BIRT iSer ver for Windows
installing iServer and 85
multiple-core CPUs and 286
running 8, 176, 283
starting 284
upgrades and 85, 104
verifying CPU binding for 286
iServer services
See also specific service
running multiple 8
setting user profiles and 33
shutting down 85, 105
specifying user accounts for 24
iServer servlet container 8
iServer System
administering 15
changing CPU binding and 290
configuring 6
creating dedicated account for 25
deploying new releases and 47
downloading files for 27, 246
file structure changes and 103
firewalls and 209
installation options for 6, 29
installation requirements for 246
licensing options for 274, 275, 283
optimizing 13, 176
preventing data loss for 7, 26
running multiple releases and 45, 47
storing metadata for. See system databases;
system metadata
third-party databases supported 4
upgrading 84
iServer System components 29, 41
iServer System names 30, 68
J
J2EE installations 254
JAR files 46
Java developer guide 16
Java Factory service. See Factory service
Java heap size 254
Java Object Interface 46
Java Report Server Security Extension 16
Java Runtime Environment 18, 247
JAVA SE Development Kit 203
Java Server Pages. See JSPs
Java Software Development Kit 46, 247
Java Virtual Machines. See JVM
JDBC drivers 11, 18
jdbcCompliant method 18
JDK files 46, 247
jobs 10
JRE environment 18, 247
JSPs 257
JVM libraries 46
K
keys. See license keys
L
language settings 33
LDAP configuration file 47
LDAP security database 46
LDAP servers 29, 46
libraries 25, 46, 203, 243
License File Details page 32, 93
license file names 281
license files 13, 32
license key file locations 279
license key file names 278
license key files 279
license key installations 278
license keys 277, 282, 284
licensed CPUs 289
See also CPU-based licenses
licenses 93, 130, 274
licensing information 277
licensing options 16, 274, 275, 283
links (documentation) xi
Linux systems 16, 19
load balancing (clusters) 14, 176
local help 267
Local Security Settings dialog 26
Local Users and Groups dialog 25
Locale Information page 33, 94
Localemap.xml 255
locales
encoding character sets for 19
obtaining licenses for 283
selecting 33
setting default 33, 255
updating resource files for 264
upgrades and 94
localhost parameter 255
Localization and Online Documentation
Update tool 264
log files 29, 127, 154, 255
Log on as a service privilege message 34, 75,
95, 191, 251
LOG_FILE_COUNT parameter 154, 161, 172
LOG_FILE_LOCATION parameter 255
LOG_FILE_NAME parameter 161, 173
LOG_FILE_SIZE parameter 155, 161, 173
LOG_FOLDER parameter 155, 157, 161, 171,
173
logging applications 15
logging levels
Data Store Administrator 160
Data Store Upgrader 172
Squirrel Data Exporter 154
logical CPUs 286
logical processors 284, 287
losing data 7, 26
M
machine IDs 279, 280, 282
machine information 279
machine names 45
Management Console
adding alternate databases and 75
configuring clusters and 13
creating Encyclopedia and 232
installing 193, 246
licensing and 274
logging in to 210
managing Encyclopedia and 16
running iServer processes and 8
running stand-alone servers and 9
setting application container port for 194
setting user names for 34
starting 41
upgrades and 95
manual export operations 153
manual import operations 157
manual in-place upgrades 82, 84, 87, 120
manual iServer system upgrades 6
manual side-by-side migrations 143
manual side-by-side upgrades 82, 124
Index
369
manual volume upgrade operations 171
manuals. See documentation
master cluster nodes 8
master index file xi
message routing (requests) 10, 13
metadata
autoarchiving and 296
backing up 26, 64, 295
changing 5
defined 294
exporting Encyclopedia and 153, 155
migrating 17
preventing loss of 7, 26
restoring 316, 331, 334
storing 4, 11, 168
upgrades and 6, 83, 91
metadata databases
See also third-party databases
backing up 17
changing 4
creating 223
customizing connections for 18
deploying iServer and 205, 214
editing 5
incomplete files and 295
installing 4, 5, 30, 52, 69
naming 224
previous releases and 4
selecting type 68
setting port number for 224
setting up iServer environments for 52
sharing 5
Microsoft Excel spreadsheets 276
Microsoft SQL Server databases. See SQL
Server databases
Microsoft Windows systems. See Windows
systems
migration
customizing metadata databases and 5
installing new releases and 27, 47
upgrading and 6, 45, 82
migration options 143
migration tools 16, 49
missing product files 246
missing system schemas 83
multicast configurations 8
multidimensional data analysis 275
370
Installing BIRT iSer ver for Windows
multiple-core CPU binding 286
multiple Encyclopedia volumes 277
multiple product installations 45
multiple product releases 47
multiple upgrade installations 45
Multi-Tenant Option 277
multi-threaded CPUs 284
N
name property 216
named-user licenses 33, 93, 274
names
obtaining host 180, 236
naming
data partitions 229
Encyclopedia volumes 30, 162, 230
iServer System 30, 68
metadata databases 224
schema owners 53, 54
system schemas 31, 53, 225
users 53
volume schemas 53, 55, 59, 61, 227
naming conventions 53, 68
network administrators. See administrators
network cards 280, 282
Network File Systems (NFS) 11
networked environments 11, 13, 176, 246
New Metadata Database page 223
New Schema page 146
New Server Registration dialog 42
New System Schema page 225
New Volume page 230
New Volume Schema page 227
NEW_SCHEMA_NAME parameter 154, 161,
164
NEW_VOLUME_NAME parameter 154, 162,
166
newinformationconsole.war 256
NobleNet Portmapper processes 104, 106
NobleNet Portmapper service 85, 86, 104,
106
node keys 279
node-key file locations 280
node-key licensing 277, 278, 279
nodes. See cluster nodes
notifications 289, 290
O
Object browser 42
obsolete command line utilities 16
obsolete features 7
obsolete product information xii
online documentation
accessing vii–xi
administering iServer System and 16
conventions for xii
downloading xi
installing 40, 264
managing Encyclopedia and 7
upgrades and 101, 118, 142
online documentation update tool 264
online help 267
See also online documentation
Open Security applications 29, 46, 88
open source projects vii
opening
Configuration Console 102
Information Console 41, 257
Management Console 41
pgAdmin administration tool 41
operating system user accounts 60
operating systems 19, 284
optimizing iServer System 13, 176
options (installation) 29
options (licensing) 274, 275, 283
Oracle Data Pump Export utility 313–315
Oracle Data Pump Import utility 315–317
Oracle databases
accessing documentation for 7
connecting to 56
creating schema owners for 55, 56
exporting metadata to 155
installing 69
managing Encyclopedia and 5
running volume backup and restore
operations with 313, 315
setting port number for 69
setting up iServer environments for 55–57
storing metadata and 4
taking Encyclopedia offline for 316
taking Encyclopedia online for 317
upgrades and 82, 104
Oracle service names 69
ORACLE_TNS_NAMES_FILE parameter
162, 173
output 11
output formats vii, 11
overwriting previous installations 45
overwriting product files 6, 45, 48
P
Page Level Security Option 277
page-level security 276, 277
parameters
configuring clusters and 13, 176
deploying Information Console and 255
encoding volume databases and 19
exporting Encyclopedia volumes and 153
setting Data Store Administrator 157
upgrading Encyclopedia and 171, 172
partition names 145, 229
partition paths 145, 229
partitions (disk) 295
partitions (volume)
creating 145
manual side-by-side upgrades and 143
renaming default 144
setting default 228
setting primary 151, 230
Partitions page 144, 152, 228
password property 216
passwords
changing 34
connecting to databases and 224
creating schema owners and 163, 226, 227
creating system schemas and 225, 227
installing alternate databases and 75
installing cluster nodes and 192
installing Information Console and 250
installing iServer and 27
prompting for schema 162
setting database 31
setting system 242
starting console applications and 34
starting iServer service and 33
patches 9, 14, 177
PATH environment variable 148, 169
paths 29, 127, 145, 295
PDF documentation vii, x, xi, 41, 264
Index
371
performance
caching data and 11
cluster configurations and 14, 177
CPU binding and 286
file input/output operations and 11
iServer processes and 9
upgrades and 45
performance monitoring extensions 15
permanent licenses 279
permissions. See privileges
pg_dump command line options 302
pg_dump utility 297, 299, 302, 303
pg_restore command line options 312
pg_restore utility 297, 309, 311, 312
pgAdmin database administration tool
accessing PostgreSQL servers and 41, 103
backing up Encyclopedia and 298–301
installing 36, 37
restoring Encyclopedia and 306, 309
starting 41
uninstalling 44
upgrades and 97, 114
pgAdmin III Setup dialog 37, 114
pgAdmin III Setup Wizard 117
pgpass files 302
ping command 181, 237
plpgsql language 53, 215
POPULATE_SCHEMA parameter 162, 166
POPULATE_SCHEMA_PHASE_ONE
parameter 162
POPULATE_SCHEMA_PHASE_TWO
parameter 162
port numbers 45
See also ports
portinst.exe 203
portmapper components 203
Portmapper service 85, 86, 106
portNumber property 216
ports
application servers 247
cloud deployments and 203
cluster nodes 191
DB2 databases 69
Information Console 255
iServer Application Container 135, 143
multiple product releases and 45
Oracle databases 69
372
Installing BIRT iSer ver for Windows
PostgreSQL databases 31, 71
SQL Server databases 71
upgrades and 45
postgres database directory 44, 104
PostgreSQL command line utilities 297
PostgreSQL Database Connection
Information 92
PostgreSQL Database Information page 31,
92
PostgreSQL databases
accessing documentation for 7
adding 11
backing up 17, 297
backing up data folders for 303, 304
browsing schema definitions in 41
changing schemas for 103
cluster configurations and 11
connecting to 54
creating Encyclopedia for 168
creating schema owners for 53, 54
deploying iServer and 207–209, 216
exporting metadata to 156
file I/O operations and 11
importing Encyclopedia and 164
installing administration tool for 36, 37
installing iServer and 24, 27, 71
managing Encyclopedia and 5
naming schemas for 54, 55
running volume backup and restore
operations with 297, 298, 302, 306, 311
setting passwords for 31
setting port number for 31, 71
setting up iServer environments for 53–55
shutting down 212, 213
specifying default locations for 29
starting admin tool for 41
storing metadata and 4
taking Encyclopedia offline for 306
taking Encyclopedia online for 312
taking online 213
uninstalling 44, 104
upgrades and 82, 92, 104, 105
viewing installation information for 44
postgresql directory 304
PostgreSQL for BIRT service 33, 104, 105
PostgreSQL processes 212
PostgreSQL server clusters 5
PostgreSQL servers 41, 42, 103, 211
PostgreSQL SQL language 53
PostgreSQL superusers 31, 163
Power User accounts 24, 25, 33
prerequisites (installation) 24, 52, 184
previous releases 6, 45, 48, 84, 203
primary volume partition 151
printers 14, 24
privileges
connecting to DB2 databases and 60, 61
connecting to Oracle databases and 55, 56
connecting to PostgreSQL databases and
53, 54
connecting to SQL Server databases and
57, 58, 59
creating system schemas and 170
creating user accounts and 24, 25
installing Information Console and 247
logging in to iServer and 26
running multiple schemas and 53
Process Management Daemon
CPU binding and 284, 286
running cluster configurations and 13, 14,
176
running iServer processes and 8, 10
starting encycsrvr processes and 288, 289
Processor Affinity 286
processor IDs 284, 287
ProcessorAffinity element 287
processors. See CPUs
product files 6, 27, 45, 48, 246
product information xii
product updates xi, 264
production environments 48
production staging areas 48
profiles (user) 33
program files. See product files
program folders 136
PROMPT_FOR_PASSWORDS parameter
162, 173
properties 153
file sharing 178, 234
properties files 122, 149, 153, 255
Properties page (New Server Registration) 42
publishing reports 275
Purge deleted files time property 296
purging report files 296
Q
queries 11, 13, 62
Query Option (licensing) 275
R
RDBMS backup utilities 295
RDBMS bulk-load utilities 153
RDBMS database configurations 11
RDBMS databases 4, 295
See also third-party databases
RDBMS documentation 7
RDBMS environments 4, 14, 53
RDBMS tools 7, 17
ReadMe files 253, 263
rebinding encycsrvr11 processes 289
recovery operations 7, 8, 16
refreshes 257
registered users 33
relational databases. See databases
release notes xi
remote procedure calls 10
remote servers 246
removing
database schemas 160
installation directories 44, 104
partitions 228
product files. See uninstalling
renaming
Encyclopedia volumes 164
license files 281
replacing previous releases 45
report design files 5
report designers vii, 47
report designs 11, 47, 275, 276, 278
report document files 5, 278
report document generation service 11
Report Encyclopedia. See Encyclopedia
report files
accessing 24
archiving 296
backing up 17, 87, 107, 295
downloading 11
purging 296
running processes and 85, 104
sharing 178, 234
specifying default directories for 29
Index
373
report files (continued)
storing 5
upgrading iServer and 6, 45, 47, 83
report object executable files 46
Report Server Security Extension 15, 16
Report Server Security Extension API 88
report templates 255
report viewers 276
reporting applications. See applications
reporting server. See iServer
reporting services. See specific iServer service
ReportingService element 287
reports
displaying 11, 276
generating 11, 46
installing sample 19
publishing 275
running 203, 276
repositories 202
See also Encyclopedia volumes
requests
distributing 8, 13
installing cluster nodes and 191
remote procedure calls and 10
running cluster configurations and 14, 176
resource file updates 264
resource folders 255
resource groups 46
resources
accessing 255
creating cluster nodes and 13, 14, 176
deploying iServer and 204
installing Information Console and 246
installing iServer and 24
obtaining licenses and 275
restoring Encyclopedia volumes
DB2 databases and 337, 347
PostgreSQL databases and 297, 306
SQL Server databases and 318, 326
restricting iServer processes 283
rollbacks 83
RSSE applications 15, 16
RSSE code 88
running
Data Store Administrator 149
Data Store Upgrader 121, 123
encycsrvr11 processes 284, 288, 289
374
Installing BIRT iSer ver for Windows
iServer distribution setup script
running 206
iServer processes 8, 25, 283
iServer services 8, 24
jobs 10
multiple product releases 45, 47
Open Security applications 46
pg_dump utility 299, 303
pg_restore utility 309, 312
pgAdmin administration tool 41, 103
queries 11, 13
report designs 275, 276
reports 203, 276
spreadsheet reports 276
Squirrel Data Exporter 148
System Data Store Administrator 169
S
sample reports 19
sample volume 19
saving
previous releases 87, 107
properties files 153
scalability vii
scheduling iServer installations 47
schema names 30, 31, 121, 161, 163
schema owners
creating 52, 225, 227
installing DB2 databases and 60, 61
installing iServer and 5
installing Oracle databases and 55, 56
installing PostgreSQL databases and 53, 54
installing SQL Server databases and 57, 58
setting passwords for 31, 163
SCHEMA_FILE_NAME parameter 157, 171
SCHEMA_NAME parameter 163, 164, 171
SCHEMA_PASSWORD parameter 163, 173
schemas
accessing 4
adding Encyclopedia to 167, 168
assigning privileges 53
backing up 7, 26, 168, 302
browsing 41
changing 41, 103
configuring system data store as 168
creating 27, 52, 146, 225, 226
customizing metadata databases and 5
deploying iServer and 206
depopulating 160
dropping 160
importing volume data to 164
initializing 27
installing DB2 databases and 61
installing Oracle databases and 55, 56
installing PostgreSQL databases and 54, 55
installing SQL Server databases and 58, 59
naming 31, 53, 163, 225, 227
populating 162, 166, 167
preventing data loss and 7
removing Encyclopedia from 166
restoring 168, 170
setting passwords for 162
storing metadata and 4
upgrades and 83, 92
user-defined functions and 63
script files 155
SCRIPT_HOME parameter 157, 171
scripts 203, 295
search results 276
searching online documentation xi
security vii, 33, 277
security application 46
security database 46
security systems 29
server template names 240
server templates 13, 176
SERVER_DEFAULT parameter 255
serverName property 216
servers
See also iServer
accessing PostgreSQL 41, 103
adding PostgreSQL 42
changing cluster machines and 282
creating clusters for 181, 237
creating shared folders for 178, 234
deploying Information Console to 254, 255
exceeding CPU licenses for 289
getting host names for 180, 236
installing iServer for external 29
installing stand-alone 29
integrating Actuate products with vii, 254
managing volume metadata and 5
preventing cache conflicts for 257
running as clusters 13, 14, 187
running iServer processes and 25
setting port numbers for 247
shutting down iServer and 9
starting PostgreSQL 211
service names 69
service packs 103, 295
service privileges 26
services. See specific iServer service
ServIntTech directory 260
servlet container 8
set_tools_environment.bat file 122
setup instructions (cloud deployments) 214
Setup Type page 29
setupiServer script
alternate databases and 214, 215, 218
desktop shortcuts and 210
environment variables and 205
installation options and 205
Postgre databases and 207
running 206
setting up clusters 239
setting up iServer only 219
stopping 209
shared database schemas 167
shared folders 178, 234
shared licenses 277, 279
shared repository 202
sharing metadata databases 5
shortcuts 41, 102, 118, 210
shutting down. See stopping
side-by-side migrations (Encyclopedia) 143
side-by-side upgrades 82, 124
SIDs (system identifiers) 69
single-point media failures 313
single-point node failure 13, 176
SmartSheet Security Option 276
snapshots 295
SOAP processor 10
SOAP-based messaging 8, 10
Solaris systems 19
Specify Profiles page 33, 94, 111
Specify Windows Account Information page
250
spreadsheet reports 276
SQL languages 53
SQL queries 11, 13, 62
Index
375
SQL scripts 53, 55, 57, 60, 221
SQL Server databases
accessing documentation for 7
backing up transaction logs for 327, 330
connecting to 59
creating schema owners for 57, 58
creating users for 58, 59
exporting metadata to 156
installing 57, 65–79
managing Encyclopedia and 5
naming schemas for 59
running volume backup and restore
operations with 317, 318, 326
setting port number for 71
setting up iServer environments for 57–59
storing metadata and 4
taking Encyclopedia offline for 326
taking Encyclopedia online for 337
SQL Server Management Studio
backing up Encyclopedia and 318–325
restoring Encyclopedia and 326–337
SQL*Loader utility 155
sqlcmd utility 323, 334
sqlplus utility 314
Squirrel Data Exporter
configuring 153
migrating iServer installations and 6
migrating volume metadata and 17
running 148
setting properties for 153
setting up export environments and 153,
155, 165
Squirrel database 4
SQUIRREL_DATA_HOME parameter 154
SQUIRREL_EXPORT_FOLDER parameter
153, 154, 155
SQUIRREL_EXPORT_FORMAT parameter
154
SquirrelDataExporter.properties file 148
stand alone servers 205
stand-alone configurations 29
stand-alone servers
creating clusters for 181, 237
creating shared folders for 178, 234
starting
Configuration Console 102
Data Store Administrator 149
376
Installing BIRT iSer ver for Windows
Data Store Upgrader 121
DB2 command line processor 344
DB2 Control Center 339
Encyclopedia volumes 9, 152, 231, 232
encycsrvr11 processes 288
Information Console 41, 257
iServer 9, 212, 221
iServer 11 service 34, 132
iServer processes 284
Management Console 41
pg_dump utility 299, 303
pg_restore utility 309, 312
pgAdmin administration tool 41
PostgreSQL servers 211
SQL Server Management Studio 319
Squirrel Data Exporter 148
volume partitions 231
status folder (encyc) 146
stopping
iServer 147, 212
iServer services 85, 105
NobleNet Portmapper processes 86, 106
Portmapper services 106
PostgreSQL for BIRT service 105
PostgreSQL processes 212
SUPERUSER parameter 163
superuser password 27, 31
SUPERUSER_PASSWORD parameter 163
superusers 31, 163
Supported Products Matrix xii, 254
Switch Help Location command 267
synchronous Factory service 11
syntax conventions (documentation) xii
system. See iServer System
system administrators. See administrators
System Configuration Password page 34, 95,
111
System Data Store Administrator
recreating system schemas and 170
restoring system schemas and 83
running 168, 169
setting PATH variable for 169
setting properties for 168, 170
system data stores 168
system databases 4, 5, 53, 60
See also third-party databases
system failover operations 7
system identifiers 69
system metadata
backing up 26, 64
preventing loss of 7
storing 4, 11, 168
system names 30, 68, 91
system passwords 242
system schema names 30, 31
system schema owner 53, 55, 57, 60, 225
system schema owner accounts 31
system schema passwords 31
system schemas
See also database schemas
backing up 83, 168
creating 27, 54, 59, 61, 225
naming 225
restoring 168
storing metadata and 4
system variables 285
SYSTEM_NAME parameter 216
SystemDataStoreAdministrator class 170
T
table of contents (documentation) xi
tables 5
TABLESPACE_LOCATION parameter 163
TABLESPACE_NAME parameter 163
taking Encyclopedia online 9, 152, 231, 232
taking iServer off line 147
TAR files 202
technical support xi
TEMP_FOLDER_LOCATION parameter 255
templates 255
temporary directories 256
temporary documents 11
temporary files 255
temporary license keys 278
temporary licenses 279
testing
connections 181, 237
data partitions 229, 230
database connections 224
desktop products 48
Information Console installations 257
new releases 47–49
text files 282
3rd-Party Database Information page 69
third-party command line utilities 297
third-party database schemas. See database
schemas
third-party databases
See also specific database type
accessing documentation for 7
changing tables in 5
creating indexes for 5
customizing connections for 18
deploying iServer and 205, 214–219
exporting metadata to 155
importing Encyclopedia and 164
installing iServer and 24, 52
managing Encyclopedia and 4, 7
preventing data loss for 26
running iServer clusters and 8, 11, 14
selecting 68
setting port numbers for 69, 71
storing cluster information and 202
storing metadata and 4
uninstalling 44, 104
upgrades and 83
third-party deployment tools 254
third-party RDBMS tools 7
threads 254
time zones 33, 255
TIME_ZONE parameter 163
TimeZones.xml 255
TNS services 69
Tomcat servers 247, 249
transaction logs 327, 330
Transact-SQL scripts 57
transient data stores 255
transient files 255
TRANSIENT_STORE_PATH parameter 255
Transparent Network Substrate services 69
transport protocol (requests) 10, 13, 176
troubleshooting 295
typographic conventions (documentation) xii
U
uninstalling
pgAdmin administration tool 44
pgAdmin utility 104
system databases 104
Index
377
uninstalling (continued)
third-party databases 44
UNIX systems 16, 19
Update tool 264
updates (documentation) viii, xi
updates (product) xi, 264
upgrade options 82, 85, 125
upgrade utilities 153
upgrade_encyclopedia_data_store.bat file
122
upgrade_encyclopedia_data_store.properties
file 122
Upgrader utility
configuring 153
running 121, 122
setting properties for 171, 172
upgrades
application programming interfaces and
18
changing database schemas and 41
creating backups and 83
customizing metadata databases and 5
determining if needed 47
disk space and 45
Encyclopedia volumes 48, 120, 143
file structure changes and 102, 120
installing metadata databases and 4
installing product files and 84
iServer 45, 82, 84, 104, 120, 124
licensing options and 279
maintaining version consistency for 27
migrating volume metadata and 17
overwriting previous releases and 6
pgAdmin administration tool 97, 114, 137
PostgreSQL database schemas and 103
previous releases and 45
rolling back 83
running processes and 85, 104
upgrdeds.bat file 122
URLs
Actuate product information xii
Actuate technical support xi
Configuration Console 211, 223
documentation updates xi
evaluation copies 27
Information Console 210, 255, 257
JAVA SE Development Kit 203
378
Installing BIRT iSer ver for Windows
Localization and Online Documentation
Update tool 264
Management Console 210, 232
Network File Systems 11
PDF documentation 264
RDBMS documentation 7
release notes xi
Supported Products Matrix 254
usage logging applications 15
usage reports 19
user accounts
cluster configurations and 25
creating 25, 52
installing DB2 databases and 60
installing Information Console and 250
installing iServer and 24
managing 16
starting iServer 11 service and 33
upgrades and 82, 83, 94
user credentials 5
user information 15, 47
user names 33, 34, 53
user profiles 33
User Rights Assignments dialog 26
user tracking reports 19
users
creating DB2 schemas and 60, 61
creating Oracle schemas and 56
creating PostgreSQL schemas and 54
creating SQL Server schemas and 58, 59
licensing and 33, 274
setting passwords for 33
V
validating CPU binding 289, 290
VARCHAR types 60
VARGRAPHIC types 60
verifying CPU binding 286
View processes 287, 290
View service 9, 11, 46
viewers 276
viewing
charts 46
cluster nodes 242
cube reports 275
folder properties 178, 234
host names 180, 236
IP addresses 180, 236
licensing information 277, 278
processor IDs 284
ReadMe files 253, 263
reports 11, 276
ViewingService element 287
Vista operating systems 24
See also Windows systems
Visual C++ libraries 203
volume administrators. See administrators
volume data 294
volume data directories
DB2 environments 346, 347
Oracle environments 315, 316
PostgreSQL environments 303, 306
SQL Server environments 325, 326
volume database connections 18
volume database encoding 19
volume databases 4, 5, 17
See also third-party databases
volume metadata
backing up 295, 314, 319, 323, 339, 344
changing 5
exporting Encyclopedia and 153, 155
migrating 17
restoring 316, 331, 334, 348, 355
storing 4, 11
volume metadata database 30, 68
volume names 30, 162, 164, 230, 247
volume partition names 145
volume partition paths 145
volume partitions
creating 145
manual side-by-side upgrades and 143
renaming default 144
setting default 228
setting primary 151, 230
volume schema names 30, 31, 54, 55, 59
volume schema owner 54, 56, 58, 61, 227
volume schemas
See also database schemas
assigning privileges to multiple 53
backing up 302
creating 27, 146, 226
DB2 databases and 61
naming 227
PostgreSQL databases and 55
SQL Server databases and 59
storing metadata and 4
VOLUME_NAME parameter 163
VolumeImport.properties file 149
volumes. See Encyclopedia volumes
W
WAR files 247, 254, 255, 256
watermarks 278
web administrator privileges 247
web administrators. See administrators
web applications 256
web archive files. See WAR files
web browsers 257
web pages 257, 276, 277
web servers 254
See also servers
web services 10
whitespace (property files) 153
Windows platforms
creating shared folders on 178, 234
displaying IP addresses for 180, 236
turning off firewalls for 179, 235
Windows Security Alerts 209
Windows systems
binding iServer processes to 284, 284–288
collecting machine information for 279
configuring firewalls for 247
creating iServer images for 203
distributing iServer System over 6
installation prerequisites for 24, 52
installing Configuration Console for 246
installing Information Console for 246,
247, 254, 257
installing iServer clusters for 184, 185–198
installing iServer for 27
installing iServer Integration Technology
for 260
installing JDK files for 46, 247
installing JRE files for 247
installing localization and documentation
files for 264
installing Management Console for 246
running iServer processes and 25, 85, 104
setting classpaths for 46
Index
379
Windows systems (continued)
setting default locale for 33
setting up user accounts for 24, 25, 26, 52
starting iServer service for 33, 132
testing new releases for 47–49
upgrading Encyclopedia volumes for 148
upgrading iServer for 45, 82, 84, 104, 120,
124
Work Unit Licenses 275
X
XML files 282
Z
ZIP files 202
380
Installing BIRT iSer ver for Windows
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