Installing and Configuring Tivoli Enterprise Data Warehouse

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1 Installing and Configuring Tioli Enterprise Data Warehouse Version 1 Release 1 GC

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3 Installing and Configuring Tioli Enterprise Data Warehouse Version 1 Release 1 GC

4 Installing and Configuring Tioli Enterprise Data Warehouse Copyright Notice Copyright IBM Corporation All rights resered. May only be used pursuant to a Tioli Systems Software License Agreement, an IBM Software License Agreement, or Addendum for Tioli Products to IBM Customer or License Agreement. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieal system, or translated into any computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without prior written permission of IBM Corporation. IBM Corporation grants you limited permission to make hardcopy or other reproductions of any machine-readable documentation for your own use, proided that each such reproduction shall carry the IBM Corporation copyright notice. No other rights under copyright are granted without prior written permission of IBM Corporation. The document is not intended for production and is furnished as is without warranty of any kind. All warranties on this document are hereby disclaimed, including the warranties of merchantability and fitness for a particular purpose. U.S. Goernment Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corporation. Trademarks IBM, the IBM logo, Tioli, the Tioli logo, DB2, AIX, Tioli Enterprise, and Tioli Enterprise Console, are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. Jaa and all Jaa-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries. Other company, product, and serice names may be trademarks or serice marks of others. Notices References in this publication to Tioli Systems or IBM products, programs, or serices do not imply that they will be aailable in all countries in which Tioli Systems or IBM operates. Any reference to these products, programs, or serices is not intended to imply that only Tioli Systems or IBM products, programs, or serices can be used. Subject to alid intellectual property or other legally protectable right of Tioli Systems or IBM, any functionally equialent product, program, or serice can be used instead of the referenced product, program, or serice. The ealuation and erification of operation in conjunction with other products, except those expressly designated by Tioli Systems or IBM, are the responsibility of the user. Tioli Systems or IBM may hae patents or pending patent applications coering subject matter in this document. The furnishing of this document does not gie you any license to these patents. You can send license inquiries, in writing, to the IBM Director of Licensing, IBM Corporation, North Castle Drie, Armonk, New York , U.S.A.

5 Contents Preface ii Who should read this book ii What this book contains ii Publications ix The Tioli Enterprise Data Warehouse library.. ix Related publications ix Accessing publications online x Ordering publications xi Proiding feedback about publications.... xi Contacting customer support xi Conentions used in this book xi Typeface conentions xi Chapter 1. Oeriew of Tioli Enterprise Data Warehouse The capabilities of Tioli Enterprise Data Warehouse 1 An oeriew of Tioli Enterprise Data Warehouse.. 1 Comparing Tioli Enterprise Data Warehouse and Tioli Decision Support The components of Tioli Enterprise Data Warehouse 4 Tioli Enterprise Data Warehouse control serer. 5 Central data warehouse Data marts Report interface How Tioli Enterprise Data Warehouse is packaged. 7 Tioli Enterprise Data Warehouse Warehouse packs Chapter 2. Planning for Tioli Enterprise Data Warehouse Oeriew of the installation process Prerequisite hardware and software Where to place the components of Tioli Enterprise Data Warehouse Web browser considerations Security considerations Authority required to install Tioli Enterprise Data Warehouse Controlling access to data in the warehouse.. 12 Protecting database connection information in the report interface Secure sockets layer (SSL) connections to the IBM Console Multicustomer and multicenter support Selecting port numbers Local and remote warehouse agents Coexistence Coexistence with Tioli Decision Support Coexistence with other warehouses Coexistence with other DB2 database applications 16 Information to gather before installing Single system installation Distributed installation Warehouse pack installation Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs. 23 Preparing for the installation Ensuring fully qualified host names Mounting a CD-ROM deice on UNIX systems 25 Installing and configuring a DB2 client or serer.. 26 Using an existing installation of DB2 client or serer Installing DB2 Uniersal Database About the installation wizard Performing the installation All components on a single system Components distributed across multiple systems 31 Specifying an alternate temporary directory Installing warehouse packs Installing the Tioli Enterprise Data Warehouse documentation Chapter 4. Enabling Secure Sockets Layer for the Web ersion of the IBM Console Preparing for configuration changes Defining a user ID and password for HTTP Administration Enabling HTTP Administration to update configuration files on UNIX-based systems Configuring the HTTP serer Step 1: Creating a security certificate Step 2: Connecting to the HTTP serer Step 3: Configuring the security module Step 4: Configuring a secure host IP and an additional port for the secure serer Step 5: Configuring the irtual host structure for the secure serer Step 6: Configuring the irtual host document root for the secure serer Step 7: Setting the key file and SSL timeout alues for the secure serer Step 8: Enabling SSL and determining the mode of client authorization Step 9: Restarting serices or systems Verifying your configuration Chapter 5. Installing and using language support Oeriew of language support Installing language support Installing language support with the report interface Applying language support to an existing report serer Enabling the report interface for additional languages Using language support in the report interface.. 51 iii

6 Chapter 6. Getting started with the IBM Console Terms and definitions The IBM Console Accessibility Getting started with the IBM Console Oeriew of system administration tasks Signing on to the IBM Console Using the portfolio Opening the Task Assistant Using the IBM Console with Tioli Enterprise Data Warehouse Managing user groups Managing Tioli Enterprise Data Warehouse reports Managing data marts Chapter 7. Getting started with Tioli Enterprise Data Warehouse Opening the IBM DB2 Data Warehouse Center.. 65 Specifying the control database for the Data Warehouse Center What to do if your Data Warehouse Center logon fails Specifying the control database (TWH_MD) for the Data Warehouse Center Specifying the control database (TWH_MD) for the Warehouse Control Database Manager Specifying the control database (TWH_MD) for ODBC data sources Specifying properties for Tioli Enterprise Data Warehouse sources and targets Specifying ODBC connections for Tioli Enterprise Data Warehouse warehouse packs Configuring and scheduling warehouse pack ETL processes Determining the warehouse packs installed Running ETL initialization processes Determining application ETL process dependencies Creating shortcuts for ETL processes Scheduling your ETL steps Checklist for running your ETL processes Verifying shortcut definitions and the order processes run Verifying scheduling parameters Checking ETL process task flow Reiewing log information Reiewing exception table information Disabling ETL scheduling Chapter 8. Maintaining Tioli Enterprise Data Warehouse Remoing old data from the Data Warehouse Center logs Remoing old data from the central data warehouse 79 Scheduling the pruning process Specifying the data to be pruned Verifying your central data warehouse pruning process Backup and restoration recommendations A reiew of installation configurations Backing up and restoring databases Backing up and restoring the Tioli Enterprise Data Warehouse core application Backing Up and Restoring Tioli Presentation Serices Upgrading IBM DB2 Uniersal Database Enterprise Edition Chapter 9. Troubleshooting Log files Installation log files Uninstallation log files Warehouse pack log files Tioli Presentation Serices log files Language pack log files Messages Installation messages DB2 messages Uninstallation messages Tioli Presentation Serices messages Installation problems and solutions Things to check first Common problems Recoering from an incomplete installation Problems with reinstalling Problems with configuring and using Tioli Enterprise Data Warehouse Tioli Presentation Serices serices do not start correctly on AIX The Web Serices for the IBM Console serice does not start on UNIX systems Extended shared memory error on AIX with the report interface when one of the DB2 databases is on the same machine Authentication error with Informix on AIX Unexpected Data Warehouse Center errors Report interface errors Understanding the report interface (RPI) ault Chapter 10. Remoing Tioli Enterprise Data Warehouse from your enterprise Uninstalling warehouse packs Oeriew of uninstalling warehouse packs Performing the uninstallation The uninstallation configuration file More about twh_app_deinstall.sh Uninstalling language packs Uninstalling the Tioli Enterprise Data Warehouse core application Oeriew of uninstalling the Tioli Enterprise Data Warehouse core application Considerations for a distributed installation Uninstalling on Windows Uninstalling on UNIX Specifying a new control database for the IBM DB2 Warehouse Manager i Installing and Configuring Tioli Enterprise Data Warehouse

7 Troubleshooting your Tioli Enterprise Data Warehouse uninstallation Troubleshooting your warehouse pack uninstall 117 Uninstalling Tioli Presentation Serices Uninstalling on Windows systems Uninstalling on UNIX-based systems Uninstalling IBM DB2 Uniersal Database Enterprise Edition Remoing data from the central data warehouse 118 Appendix A. Starting and stopping Tioli Presentation Serices Starting and stopping the Serer for IBM Console 119 Starting and stopping the HTTP serer Starting and stopping HTTP administration Starting and stopping Web Serices for the IBM Console Appendix B. Installing with a response file Limitations of installing from a response file The procedure for installing with a response file 123 Response file options Response file installation example Appendix C. Using a local warehouse agent Completing the configuration checklists Creating the central data warehouse and data marts on aix Creating the control serer on nt Creating the report serer on nt Backing up the new installation Installing the warehouse pack on the control serer and report serer Configuring the control serer for the warehouse pack Setting up RDBMS client software and ODBC data sources Configuring the warehouse sources and targets 140 Appendix D. Using remote warehouse agents Planning for remote warehouse agents Distributed installation scenario using a remote warehouse agent Completing the installation checklists Preparing for the central data warehouse and data mart serer on aix Creating the control serer on nt Creating the report serer on nt Creating the central data warehouse and data mart serer on aix Backing up the new installation Installing the warehouse pack on the control serer and report serer Installing the warehouse pack on the central data warehouse and data mart serer on aix Configuring the remote warehouse agent on the central data warehouse and data mart serer on aix Completing the control serer configuration on nt Configuring the warehouse agent on Solaris systems If you hae trouble using remote warehouse agents 160 Glossary Index Contents

8 i Installing and Configuring Tioli Enterprise Data Warehouse

9 Preface Who should read this book What this book contains Using Tioli Enterprise Data Warehouse, you can access the underlying data about your network deices and connections, desktops, software, eents, and actiities in managing your infrastructure. With this information in a data warehouse, you can look at your IT costs, performance, and other trends across your enterprise. Tioli Enterprise Data Warehouse can be used to show the alue and payback of Tioli and IBM software, and it can be used to identify areas where you can be more effectie. This document describes how Tioli Enterprise Data Warehouse fits into your enterprise, explains how to plan for its deployment, and gies installation and configuration instructions. It proides an introduction to the built-in program for creating and running reports, and contains maintenance procedures and troubleshooting information. This book is for administrators and installers who plan for, install, configure, and maintain Tioli Enterprise Data Warehouse. Chapter 6, Getting started with the IBM Console on page 53 and Chapter 7, Getting started with Tioli Enterprise Data Warehouse on page 65 are a starting point for those who want to use the IBM Console to work with Tioli Enterprise Data Warehouse reports. Additional information for these users is found in the Tioli Assistant, the online help built into the IBM Console. Administrators and installers should hae the following knowledge: Basic system administration and file management of the operating systems on which the components of Tioli Enterprise Data Warehouse are installed. An understanding of the basic concepts of relational database managements and experience administering IBM DB2 is required. Report users should be familiar with the following: A Web browser The business use of the information stored in the central data warehouse This book contains the following sections: Chapter 1, Oeriew of Tioli Enterprise Data Warehouse This chapter describes the capabilities of Tioli Enterprise Data Warehouse, explains how it fits into your IT enterprise, and compares it to Tioli Decision Support, a Tioli software product that addresses similar functions. It describes the components of Tioli Enterprise Data Warehouse and how the application is packaged. Chapter 2, Planning for Tioli Enterprise Data Warehouse This chapter proides an oeriew of how the installation of Tioli Enterprise Data Warehouse relates to the rest of your system management software; lists installation considerations, information you need to gather, and decisions you ii

10 Preface need to make; and proides other information to help you plan your deployment of Tioli Enterprise Data Warehouse. Chapter 3, Installing Tioli Enterprise Data Warehouse and warehouse packs This chapter describes the installation steps for Tioli Enterprise Data Warehouse. You can install the application with all components on a single system or with the components distributed throughout your network. Chapter 4, Enabling Secure Sockets Layer for the Web ersion of the IBM Console This chapter describes how to configure Tioli Presentation Serices to use the Secure Sockets Layer (SSL) protocol for the Web ersion of the IBM Console. Chapter 5, Installing and using language support This chapter gies an oeriew of internationalization support for Tioli Enterprise Data Warehouse, proides instructions for installing language support, and describes how to use the language support. Chapter 6, Getting started with the IBM Console This chapter proides an oeriew of the Web ersion of the IBM Console, which is the role-based user interface for performing tasks using Tioli management software. It describes how to start using the IBM Console to control access to data marts and reports using IBM Console users and groups, to create or customize data marts, and to create or customize reports. Chapter 7, Getting started with Tioli Enterprise Data Warehouse This chapter describes the configuration tasks you perform after installation. These include running the extract, transform, and load (ETL) programs that place data into the central data warehouse, extracting data from the central data warehouse, and creating the star schemas that make up data marts. Chapter 8, Maintaining Tioli Enterprise Data Warehouse This chapter describes the maintenance tasks required for Tioli Enterprise Data Warehouse. It includes procedures for remoing old data from the central data warehouse; recommendations for backing up and restoring Tioli Enterprise Data Warehouse and its components and data; and steps required when upgrading the IBM DB2 product after Tioli Enterprise Data Warehouse is installed. Chapter 9, Troubleshooting This chapter describes how to debug problems and lists common problems and their solutions. Chapter 10, Remoing Tioli Enterprise Data Warehouse from your enterprise This chapter describes the following tasks related to remoing Tioli Enterprise Data Warehouse from your enterprise: uninstalling the Tioli Enterprise Data Warehouse core application; uninstalling Tioli Presentation Serices; uninstalling DB2; uninstalling warehouse packs; and remoing data from the central data warehouse Appendix A, Starting and stopping Tioli Presentation Serices This appendix proides procedures for stopping and starting the following serices of Tioli Presentation Serices: Serer for IBM Console, Tioli Presentation Serices HTTP Serer, Tioli Presentation Serices HTTP Administration, and Web Serices for the IBM Console. Appendix B, Installing with a response file This appendix describes how to use a response file to install Tioli Enterprise Data Warehouse using the command line. Appendix C, Using a local warehouse agent iii Installing and Configuring Tioli Enterprise Data Warehouse

11 Preface This appendix proides an installation scenario showing how to install and configure Tioli Enterprise Data Warehouse and a warehouse pack in the basic configuration, using a warehouse agent only on the control serer. Appendix D, Using remote warehouse agents This appendix describes the steps for installing Tioli Enterprise Data Warehouse in an adanced configuration that uses remote warehouse agents on the central data warehouse and data mart serers. Publications This section lists publications in the Tioli Enterprise Data Warehouse library and any other related documents. It also describes how to access Tioli publications online, how to order Tioli publications, and how to make comments on Tioli publications. The Tioli Enterprise Data Warehouse library The following documents are aailable in the Tioli Enterprise Data Warehouse library. The library is aailable on the Tioli Enterprise Data Warehouse Documentation CD as well as online, as described in Accessing publications online on page x. Tioli Enterprise Data Warehouse Release Notes, GI Proides late-breaking information about Tioli Enterprise Data Warehouse and lists hardware requirements and software prerequisites. Installing and Configuring Tioli Enterprise Data Warehouse, GC Describes how Tioli Enterprise Data Warehouse fits into your enterprise, explains how to plan for its deployment, and gies installation and configuration instructions. It proides an introduction to the built-in program for creating and running reports, and contains maintenance procedures and troubleshooting information. Enabling an Application for Tioli Enterprise Data Warehouse, GC Proides information about connecting an application to Tioli Enterprise Data Warehouse. This book is for application programmers who use Tioli Enterprise Data Warehouse to store and report on their application s data, data warehousing experts who import Tioli Enterprise Data Warehouse data into business intelligence applications, and customers who use their local data in the warehouse. For information about creating and using groups to control access to data marts; creating, customizing, and running reports; and iewing and saing the output of reports, consult the help topics in the IBM Console. Information about getting started with the IBM Console is proided in the Installing and Configuring Tioli Enterprise Data Warehouse. Related publications The DB2 library contains important information about the database and data warehousing technology proided by the IBM DB2 product, DB2 Data Warehouse Center, and DB2 Warehouse Manager. Refer to the DB2 library for help in installing, configuring, administering, and troubleshooting the IBM DB2 product. The DB2 library is aailable online, as described in Accessing publications online on page x. After installing the IBM DB2 product, its library is also aailable on your system. Preface ix

12 Preface The following DB2 documents are particularly releant for people working with Tioli Enterprise Data Warehouse: IBM DB2 Uniersal Database for Windows Quick Beginnings, GC Guides you through the planning, installation, migration (if necessary), and setup of a partitioned database system using the IBM DB2 product on Microsoft Windows. IBM DB2 Uniersal Database for UNIX Quick Beginnings, GC Guides you through the planning, installation, migration (if necessary), and setup of a partitioned database system using the IBM DB2 product on UNIX. IBM DB2 Uniersal Database Administration Guide: Implementation, SC Coers the details of implementing your database design. Topics include creating and altering a database, database security, database recoery, and administration using the Control Center, a DB2 graphical user interface. IBM DB2 Uniersal Database Data Warehouse Center Administration Guide, SC Proides information on how to build and maintain a data warehouse using the Data Warehouse Center. IBM DB2 Warehouse Manager Installation Guide, GC Proides the information to install the following Warehouse Manager components: Information Catalog Manager, warehouse agents, and warehouse transformers. IBM DB2 Uniersal Database and DB2 Connect Installation and Configuration Supplement, GC Proides adanced installation considerations and guides you through the planning, installation, migration (if necessary), and set up a platform-specific DB2 client. Once the DB2 client is installed, you then configure communications for both the client and serer, using the DB2 GUI tools or the Command Line Processor. This supplement also contains information on binding, setting up communications on the serer, the DB2 GUI tools, DRDA AS, distributed installation, the configuration of distributed requests, and accessing heterogeneous data sources. IBM DB2 Uniersal Database Message Reference Volume 1, GC and IBM DB2 Uniersal Database Message Reference Volume 2, GC Lists the messages and codes issued by DB2, the Information Catalog Manager, and the Data Warehouse Center, and describes the actions you should take. IBM DB2 Uniersal Database Business Intelligence Tutorial Proides an end-to-end tutorial for typical business intelligence tasks. It teaches you how to use the DB2 Control Center and Data Warehouse Center to create a warehouse database, moe and transform source data, and write the data to the warehouse target database. It also teaches you how to use the OLAP Starter Kit to perform multidimensional analysis on relational data using Online Analytical Processing (OLAP) techniques. Accessing publications online You can access many Tioli publications online using the Tioli Information Center, which is aailable on the Tioli Customer Support Web site: These publications are aailable in PDF or HTML format, or both. Translated documents are also aailable for some products. x Installing and Configuring Tioli Enterprise Data Warehouse

13 Ordering publications You can order many Tioli publications online at the following Web site: Preface pbi.cgi You can also order by telephone by calling one of these numbers: In the United States: In Canada: In other countries, for a list of telephone numbers, see the following Web site: Proiding feedback about publications We are ery interested in hearing about your experience with Tioli products and documentation, and we welcome your suggestions for improements. If you hae comments or suggestions about our products and documentation, contact us in one of the following ways: Send an to pubs@tioli.com. Contacting customer support Complete our customer feedback surey at the following Web site: If you hae a problem with any Tioli product, you can contact Tioli Customer Support. See the Tioli Customer Support Handbook at the following Web site: The handbook proides information about how to contact Tioli Customer Support, depending on the seerity of your problem, and the following information: Registration and eligibility Telephone numbers and addresses, depending on the country you are in What information you should gather before contacting support Conentions used in this book This book uses seeral conentions for special terms and actions, operating system-dependent commands and paths, and margin graphics. Typeface conentions The following typeface conentions are used in this book: Bold Italic Monospace Lowercase and mixed-case commands, command options, and flags that appear within text appear like this, in bold type. Graphical user interface elements (except for titles of windows and dialogs) and names of keys also appear like this, in bold type. Variables, alues you must proide, new terms, and words and phrases that are emphasized appear like this, in italic type. Code examples, output, and message text appear like this, in monospace type. Preface xi

14 Preface Text strings you must type, when they appear within text, names of Jaa methods and classes, and HTML and XML tags also appear like this, in monospace type. Operating system-dependent ariables and paths This book uses the UNIX conention for specifying enironment ariables and for directory notation. When using the Windows command line, replace $ariable with %ariable% for enironment ariables and replace each forward slash (/) with a backslash (\) in directory paths. Note: If you are using the bash shell on a Windows system, you can use the UNIX conentions. xii Installing and Configuring Tioli Enterprise Data Warehouse

15 Chapter 1. Oeriew of Tioli Enterprise Data Warehouse This chapter describes the capabilities of Tioli Enterprise Data Warehouse, explains how it fits into your IT enterprise, and compares it to Tioli Decision Support, a Tioli software product that addresses a similar function. It describes the components of Tioli Enterprise Data Warehouse and how the application is packaged. It addresses the following topics: The capabilities of Tioli Enterprise Data Warehouse An oeriew of Tioli Enterprise Data Warehouse Comparing Tioli Enterprise Data Warehouse and Tioli Decision Support The components of Tioli Enterprise Data Warehouse How Tioli Enterprise Data Warehouse is packaged The capabilities of Tioli Enterprise Data Warehouse Tioli Enterprise Data Warehouse proides the following capabilities: An open architecture for storing, aggregating, and correlating historical data. In addition to the data collected by dierse IBM Tioli software, Tioli Enterprise Data Warehouse has the flexibility and extensibility to enable you to integrate your own application data. Database optimizations for both the efficient storage of large amounts of historical data and for fast access to data for analysis and report generation. The infrastructure and tools necessary for maintaining and iewing the data. These include the Tioli Enterprise Data Warehouse application, IBM DB2 Uniersal Database Enterprise Edition, the Data Warehouse Center, DB2 Warehouse Manager, and a user interface for creating and iewing reports. The ability to use your choice of data analysis tools to examine your historical data. In addition to the built-in report interface, you can analyze your data using other products such as online analytical processing (OLAP), planning, trending, analysis, accounting, and data mining tools. The ability to control access to your historical data. You can keep data about multiple customers and data centers in one central data warehouse, but restrict access so that customers can see and work with data and reports based only on their data and not any other customer s data. You can also restrict an indiidual user s ability to access data. A zero-footprint client. Users can access Tioli Enterprise Data Warehouse reports from any system by using a Web browser. No special software is required on the user s system. Internationalization support. Not only is the report interface localized, application programmers can localize the data stored in the central data warehouse. An oeriew of Tioli Enterprise Data Warehouse Figure 1 on page 3 illustrates how Tioli Enterprise Data Warehouse fits into your IT enterprise: 1

16 1. Your enironment contains many products and serices that monitor and manage your IT enterprise. 2. These products generate data in a ariety of formats, including relational databases, spreadsheet data, log files, and others. This data is called operational data, and the databases and files in which it is stored are known as operational data stores. 3. Extract, transform, and load (ETL) programs take the data from these arious sources and place it in the central data warehouse. This often requires that the data be cleansed, aggregated, and conerted into the standard format of the central data warehouse. These ETL programs can come from arious sources, including the following: The products from which they extract data. For example, Tioli Enterprise Console proides a central data warehouse ETL program to place its operational data into the central data warehouse. A product that analyzes data captured by other products. For example, a third-party endor might write a program to extract operational data collected by a system management product that does not proide its own ETL program. A locally created program. For example, if there are no products that analyze the data that is important to your enterprise, you can write your own program. This might require a customized ETL program to capture the specific historical data you want to analyze. 4. The central data warehouse contains the historical data from all your dierse sources. This data store is optimized for the efficient storage of large amounts of data and has a documented format that makes the data accessible to many analysis solutions. 5. Another set of ETL programs extracts from the central data warehouse a subset of historical data that contains data tailored to and optimized for a specific reporting or analysis task. Like the ETL programs in step 3, these programs can come from a ariety of sources. For example, IBM Tioli Serice Leel Adisor uses data placed into the warehouse by other products as a basis for constructing and alidating serice leel agreements. 6. This subset of data is used to create one or more data marts, a subset of the historical data that satisfies the needs of a specific department, team, or customer. A data mart is optimized for interactie reporting and data analysis. The format of a data mart is specific to the reporting or analysis tool you plan to use. Each application that proides a data mart ETL creates its data marts in the appropriate format. For example, some applications might create a data mart as a spreadsheet data file or a multidimensional cube. 7. You use an analysis program to analyze a specific aspect of your enterprise using the data in one or more data mart. Tioli Enterprise Data Warehouse proides a report interface that creates output containing a static iew of your data. You can also use other tools to perform OLAP analysis, business intelligence reporting, or data mining. 2 Installing and Configuring Tioli Enterprise Data Warehouse

17 Data mining 7 OLAP Business intelligence Report interface Any data analysis tools 6 Data marts 5 Data mart ETLs 4 Central data warehouse 3 Central data warehouse ETLs 2 TEC DB 1 TEC TAPM DM monitors Tioli Management Framework TWSM TBSM Tioli Enterprise Data Warehouse Warehouse packs Figure 1. Tioli Enterprise Data Warehouse oeriew Chapter 1. Oeriew of Tioli Enterprise Data Warehouse 3

18 Comparing Tioli Enterprise Data Warehouse and Tioli Decision Support As the next generation of historical data reporting and analysis solutions, Tioli Enterprise Data Warehouse is a successor to Tioli Decision Support. The following items compare and contrast them: Both Tioli Enterprise Data Warehouse and Tioli Decision Support collect and analyze data gathered by the system management products in your enterprise. Both proide an infrastructure for reporting and analysis, but do not themseles extract data or proide reports. Each relies on other applications to use the infrastructure to extract and analyze data and to proide reports to satisfy a specific reporting or analysis need. In Tioli Decision Support, an application that proides a solution to a specific reporting need is called a Tioli Decision Support guide. In Tioli Enterprise Data Warehouse, the corresponding application is called a warehouse pack. Some Tioli Decision Support guides require direct access to the data in your operational data stores, which can decrease the performance of the products creating and using those data stores. In Tioli Enterprise Data Warehouse, the use of a central data warehouse and data marts ensure that your operational data stores are not impacted by users running reports. It also ensures that users can run reports efficiently by accessing databases that are optimized for interactie reporting. Tioli Decision Support stores and accesses data using Cognos Powerplay and Crystal Reports. In contrast, Tioli Enterprise Data Warehouse publishes the format of the data in its central data warehouse and data marts, as well as the format of the data in the products that feed the central data warehouse. This enables you to use, in addition to the built-in reporting interface proided by Tioli Enterprise Data Warehouse, the business intelligence solutions you already know. Tioli Enterprise Data Warehouse proides support for multiple languages. Tioli Decision Support is aailable only in English. The components of Tioli Enterprise Data Warehouse Tioli Enterprise Data Warehouse has the following components: Control serer Central data warehouse Data marts Report interface These components can be installed on one system for a single system installation, or distributed across as many as four systems in your IT enterprise. Figure 2 on page 5 illustrates the components distributed across four systems. Chapter 2, Planning for Tioli Enterprise Data Warehouse on page 9 contains information to help you decide where to place these components in your IT enterprise. The Tioli Enterprise Data Warehouse components can be, but do not need to be, installed on the same systems as other Tioli software or on the systems where the operational data stores reside. 4 Installing and Configuring Tioli Enterprise Data Warehouse

19 Web browsers connecting to report interface Report interface Data marts Other business intelligence and OLAP tools Central data warehouse Control serer Figure 2. Tioli Enterprise Data Warehouse components As shown in Figure 2, when you analyze data in a data mart using an analytical tool other than the report interface proided with Tioli Enterprise Data Warehouse, that tool reads data directly from the data marts and presents the data to you using its own interface. There is exactly one of each component in a Tioli Enterprise Data Warehouse installation. The following sections describe these components. Tioli Enterprise Data Warehouse control serer The control serer is the system that contains the control database for Tioli Enterprise Data Warehouse and from which you manage your data warehouse. The control serer has these subcomponents: A serer that controls communication between the control serer, the central data warehouse serer, the data mart serer, and the report serer. The control database, which contains metadata for Tioli Enterprise Data Warehouse. The control serer uses the following parts of the IBM DB2 product, which you must install manually before installing the control serer. These parts are all installed when you install IBM DB2 Uniersal Database Enterprise Edition on a Microsoft Windows system. Chapter 1. Oeriew of Tioli Enterprise Data Warehouse 5

20 DB2 Serer The Data Warehouse Center, a component that automates data warehouse processing. You can use the Data Warehouse Center to define the ETL processes that moe and transform data into the central data warehouse and the star schemas used by the data marts. Then, you can use the Data Warehouse Center to schedule, maintain, and monitor these processes. The warehouse agent, part of DB2 Warehouse Manager. In a basic configuration, the warehouse agent runs only on the control serer. You can also create an adanced configuration with warehouse agents on the central data warehouse and data mart serers, which can potentially increase database performance and throughput. For more information about this, see Local and remote warehouse agents on page 16. The system on which you install the control serer must connect to the operational data stores of your enterprise, which potentially reside on other systems and in relational databases other than DB2. To enable the control serer to access these data sources, you must install the appropriate database client for each data source on the control serer system. Central data warehouse The central data warehouse is a DB2 database that contains the historical data for your enterprise. The system that hosts the central data warehouse is called the central data warehouse serer. The central data warehouse component uses IBM DB2 Uniersal Database Enterprise Edition, which you must install manually before installing the control serer. In the basic configuration, with the warehouse agent only on the control serer, you do not need to install any Tioli Enterprise Data Warehouse software on the central data warehouse serer. Data marts A separate DB2 database contains your enterprise s data marts. Each data mart contains a subset of the historical data from the central data warehouse to satisfy the analysis and reporting needs of a specific department, team, customer, or application. The system that hosts this DB2 database is called the data mart serer. Although you can hae many data marts, you can hae only one data mart serer. The data mart component requires IBM DB2 Uniersal Database Enterprise Edition, which you must install manually before installing the control serer. In the basic configuration, with the warehouse agent only on the control serer, you do not need to install any Tioli Enterprise Data Warehouse software on the data mart serer. Report interface The Tioli Enterprise Data Warehouse report interface (RPI) proides tools and a graphical user interface that other Tioli software products utilize to create and display reports that help you analyze the data in your warehouse to answer questions that are important to your business. It enables you to customize reports proided with Tioli software and to create new reports. You also use the report 6 Installing and Configuring Tioli Enterprise Data Warehouse

21 interface to control access to data marts and to the reports associated with a data mart. The system on which you install the report interface is called the report serer. The report interface requires a DB2 run-time client to access data in the DB2 instances on the central data warehouse, data mart, and control serers. You must manually install the IBM DB2 product before installing the report interface component. When installing the IBM DB2 product from the CDs proided with Tioli Enterprise Data Warehouse, any one of the following components is sufficient: DB2 Enterprise Edition DB2 Application Deelopment Client DB2 Administration Client (this component is the smallest) The report interface uses the Web console interface to the IBM Console. The IBM Console is a distributed, deice-independent, and platform-independent presentation layer for Tioli products. When you install the report interface, the following items related to the IBM Console are installed: Tioli Presentation Serices This is the infrastructure that implements the IBM Console. It consists of the following parts: Serer for IBM Console Web Serices for the IBM Console Tioli Presentation Serices HTTP Serer IBM Global Security Kit Version 4 IBM Console The component named IBM Console is a Jaa ersion of the IBM Console. The Jaa ersion is not used by Tioli Enterprise Data Warehouse but is installed because other Tioli software might require it. Task driers for Tioli Enterprise Data Warehouse Task driers are the Tioli Presentation Serices plug-ins that enable you to use the IBM Console to perform Tioli Enterprise Data Warehouse tasks and to iew the online help associated with those tasks. When used with Tioli Enterprise Data Warehouse, all the Tioli Presentation Serices components must be installed on the same system. If Tioli Presentation Serices is already installed on a system in your enterprise, you must install the report interface component on that system. The Tioli Enterprise Data Warehouse installation program applies any Tioli Presentation Serices patches that are required. If Tioli Presentation Serices is not already on a system, the Tioli Enterprise Data Warehouse installation program automatically installs it when installing the report interface. How Tioli Enterprise Data Warehouse is packaged When installing Tioli Enterprise Data Warehouse support for Tioli software, you receie and install two logical parts: The Tioli Enterprise Data Warehouse core application, which proides the warehouse infrastructure Chapter 1. Oeriew of Tioli Enterprise Data Warehouse 7

22 One or more warehouse packs, which are applications that make use of the infrastructure The following sections describe the packaging of each of these parts. Tioli Enterprise Data Warehouse The Tioli Enterprise Data Warehouse core application is packaged as a collection of compact discs (CDs) that are proided with each Tioli software product that uses its infrastructure. You receie a different set of CDs depending on whether you order support for single byte character set (SBCS) languages or double byte character set (DBCS) languages. The Tioli Enterprise Data Warehouse CD set consists of the following CDs: Tioli Enterprise Data Warehouse the installation media for the Tioli Enterprise Data Warehouse application. Tioli Enterprise Data Warehouse Language Support the files necessary to use Tioli Enterprise Data Warehouse in non-english languages. This CD contains both SBCS and DBCS language support. Tioli Enterprise Data Warehouse Documentation the Tioli Enterprise Data Warehouse documentation library. For more information about the library, see The Tioli Enterprise Data Warehouse library on page ix. A collection of DB2 CDs, which aries depending on whether you order the SBCS or DBCS ersion of Tioli Enterprise Data Warehouse. Some of the DB2 CDs contain products that are not required by or installed with Tioli Enterprise Data Warehouse. For example, you receie the installation media and documentation for DB2 OLAP Serer and Starter Kit, Information Catalog Manager, and DB2 Query Patroller. If you choose to use these products, you can install them by following the instructions in the DB2 library. For more information about the DB2 library, see Related publications on page ix. Warehouse packs A warehouse pack, the part of a Tioli software product that proides warehouse functionality, can be proided on the installation media for the product, on a separate CD, or in a collection of warehouse packs. When not proided on a CD containing only one or more warehouse packs, a warehouse pack is located in a subdirectory named tedw_apps_etl. 8 Installing and Configuring Tioli Enterprise Data Warehouse

23 Chapter 2. Planning for Tioli Enterprise Data Warehouse This chapter proides an oeriew of how the installation of Tioli Enterprise Data Warehouse relates to the rest of your system management software; lists installation considerations, information you need to gather, and decisions you need to make; and proides other information to help you plan your deployment of Tioli Enterprise Data Warehouse. It includes the following topics: Oeriew of the installation process Prerequisite hardware and software Where to place the components of Tioli Enterprise Data Warehouse Web browser considerations Security considerations Local and remote warehouse agents Coexistence Information to gather before installing Oeriew of the installation process As explained in How Tioli Enterprise Data Warehouse is packaged on page 7, Tioli Enterprise Data Warehouse is not a product you purchase and use by itself. Instead, it proides a framework that Tioli software products, as well as software from other endors, use to proide integrated capture and analysis of the data collected in your IT enterprise. The following explains how the installation of Tioli software products, Tioli Enterprise Data Warehouse, warehouse packs, and third-party OLAP or data analysis tools are related: 1. Tioli software and other system management products in your IT enterprise generate data that you want to turn into information and then into business intelligence to help you better manage your business. These products can be installed on systems throughout your enterprise. 2. The Tioli Enterprise Data Warehouse application is installed in your IT enterprise. This inoles installing the IBM DB2 product on all systems where you plan to install Tioli Enterprise Data Warehouse, and then installing the Tioli Enterprise Data Warehouse components. 3. The Data Warehouse Center, which is used to manage the warehouse, is configured for use with Tioli Enterprise Data Warehouse. The Data Warehouse Center is automatically installed when you install the IBM DB2 product on the control serer. 4. The Tioli Enterprise Data Warehouse installation is backed up. 5. Warehouse packs are installed on systems running Tioli Enterprise Data Warehouse and configured to allow them to connect to the data collected by IT management software. A warehouse pack can include software programs that run at different stages in the warehousing process, as explained in items 6 and Programs proided by a warehouse pack extract data from the arious data sources, cleanse and transform it, and load it into the central data warehouse. Some of these are run manually, while others are scheduled to run regularly. Typically, these programs run on the control serer. 9

24 7. Other programs proided by a warehouse pack extract subsets of data from the central data warehouse, transform the data, and load it into data marts. Typically, these programs run on the control serer. 8. Your users analyze data using a ariety of reporting, analysis, and business intelligence software. This software can be installed on a user s workstation, on a serer, or might require components on both. Or it might be a Web-based reporting tool that enables users to analyze data without installing any special software. One such application is the Tioli Enterprise Data Warehouse report interface, which enables users to examine create, customize, and run reports using the Web browser-based IBM Console. Prerequisite hardware and software Refer to the Tioli Enterprise Data Warehouse Release Notes for information about hardware prerequisites, specific database and operating system support, and product prerequisites. Before installing, be sure you hae all the required operating system and software prerequisites. Missing prerequisites can result in installation or operational problems that are difficult to debug. When planning for your installation, be sure to take into account not only the space required for the Tioli Enterprise Data Warehouse application files, but space required for the following: The accumulation of large amounts of historical data in the central data warehouse. This data will grow oer time, so allocate space generously. Space for data marts and reports, both prepackaged with warehouse packs and those created or customized at your company. Space for report output. These are saed in the control database on the control serer. For each warehouse pack, allow space for both the installed files and the additional historical data that might be collected by the warehouse pack. Where to place the components of Tioli Enterprise Data Warehouse You can deploy Tioli Enterprise Data Warehouse one of these ways: As a single system installation, with all the components installed on a single Microsoft Windows NT or Microsoft Windows 2000 system. This is conenient for demonstrations, as an educational or test platform, and for companies that do not plan to hae many users concurrently analyzing data and that do not need to capture and analyze large amounts of data in the warehouse. As a distributed installation, with the components installed on multiple systems in your enterprise, including UNIX serers. See Table 1 to determine the operating systems on which you can place each component of Tioli Enterprise Data Warehouse. Table 1. Where to place Tioli Enterprise Data Warehouse components in a distributed installation Component Supported Operating Systems 1 DB2 components required Control serer Windows NT, Windows 2000 DB2 Serer Central data warehouse Windows NT, Windows 2000, AIX, Solaris DB2 Serer 10 Installing and Configuring Tioli Enterprise Data Warehouse

25 Table 1. Where to place Tioli Enterprise Data Warehouse components in a distributed installation (continued) Component Supported Operating Systems 1 DB2 components required Data marts Windows NT, Windows 2000, DB2 Serer AIX, Solaris Report interface 2, 3 Windows NT, Windows 2000, AIX, Solaris, Linux DB2 Client or DB2 Serer 1 See the Tioli Enterprise Data Warehouse Release Notes for complete details about supported operating system ersions and prerequisites. 2 If you already hae Tioli Presentation Serices installed in your enterprise, you must install the report interface component on the system that hosts the Serer for IBM Console. 3 The report serer performs best on Windows NT and Windows 2000 systems. A distributed installation is recommended for most production systems and for customers who already run their database serers on UNIX systems. A typical configuration is to place the control serer on a Windows serer, the central data warehouse and data marts together on a large database serer-class machine, and the report interface on a third system. This is illustrated in Figure 3. IBM Console (report interface clients) Report interface Business intelligence tools Windows 2000 Central data warehouse Data marts UNIX OLAP tools Control serer Windows 2000 Figure 3. A typical Tioli Enterprise Data Warehouse configuration Chapter 2. Planning for Tioli Enterprise Data Warehouse 11

26 Web browser considerations Security considerations There can be exactly one of each component in a Tioli Enterprise Data Warehouse installation. Multiple components can be installed on one system, proided the operating system supports those components. Another important consideration shown in Figure 3 on page 11 is that users can access the data in your warehouse more than one way, as follows: Using a Web browser and the IBM Console graphical user interface, users can create, customize, and run reports that access data marts through the report interface. Using other reporting, OLAP, and analytical tools, users can access data in the data marts using an interface that is already in use in your business. It is possible to access the data in the central data warehouse without creating a data mart (een in installations where the central data warehouse and data marts are on separate systems). Howeer, this is not recommended. To use the report interface, users must hae one of the following Web browsers: Netscape Communicator Microsoft Internet Explorer See the Tioli Enterprise Data Warehouse Release Notes for detailed information about which ersions of each browser are supported. The user must enable JaaScript and style sheets in these browsers. If you plan to use the Secure Sockets Layer (SSL), all browsers must hae 128 bit encryption. The following sections describe security considerations for installing and using Tioli Enterprise Data Warehouse. Authority required to install Tioli Enterprise Data Warehouse On Windows systems, to install Tioli Enterprise Data Warehouse or to install, start, or stop the Serer for IBM Console or Web Serices for the IBM Console, you must be logged on as a user who has administrator authority. On UNIX-based systems, to install Tioli Enterprise Data Warehouse or to install, start, or stop the Serer for IBM Console or Web Serices for the IBM Console, you must be logged in as the root user. Different user authority is required to install IBM DB2 Uniersal Database Enterprise Edition. For details, see IBM DB2 Uniersal Database for Windows Quick Beginnings or IBM DB2 Uniersal Database for UNIX Quick Beginnings. Controlling access to data in the warehouse The following are techniques you can use to control access to data in Tioli Enterprise Data Warehouse: Using multicustomer or multicenter support, as described in Multicustomer and multicenter support on page Installing and Configuring Tioli Enterprise Data Warehouse

27 Defining groups in the report interface. See Creating user groups on page 60 for an oeriew. Restricting which DB2 users hae access to specific iews in the central data warehouse and in the data mart database. This is done using DB2 administratie tools. Protecting database connection information in the report interface The report interface uses an encrypted text file, called the RPI ault, to restrict access to the information used by the report interface to connect to the control serer and to each data mart. This ensures that the connection information, which includes user names and passwords, is not aailable to unauthorized users. Secure sockets layer (SSL) connections to the IBM Console You can configure the Web ersion of the IBM Console to use a secure sockets layer connection to client Web browsers. For instructions, see Chapter 4, Enabling Secure Sockets Layer for the Web ersion of the IBM Console on page 37. Multicustomer and multicenter support With Tioli Enterprise Data Warehouse, you can keep data about multiple customers and centers in one central data warehouse, but also restrict access so that customers can see and work with data and reports based only on their data and not any other customer s data. Selecting port numbers If you want the ability to identify data in your central data warehouse by customer or center, een if you do not need the ability at the time you install Tioli Enterprise Data Warehouse, you must plan and configure for this before importing any data into your central data warehouse. If any application data from a single customer enironment is imported into the central data warehouse so that it cannot be identified with a particular customer, the central data warehouse cannot be used to support a multicustomer enironment in the future. If this happens, you must set up a new central data warehouse for the new multicustomer enironment and, if necessary, migrate your old data into the new enironment. See the multicustomer and multicenter support information in Enabling an Application for Tioli Enterprise Data Warehouse for information about how to configure the central data warehouse for multicustomer or multicenter support. You must allocate port numbers for Tioli Enterprise Data Warehouse for the following purposes: Communication between the control serer and remote DB2 installations Communications for the IBM Console Secure Sockets Layer (SLL) connections to the IBM Console (optional) Table 2 on page 15 lists the default port numbers that are used by Tioli Enterprise Data Warehouse. For a single system installation, record the port numbers you want to use in Table 4 on page 18. For a distributed installation with a local warehouse agent, record the port numbers you want to use in Table 5 on page 19 and Table 6 on page 20. Chapter 2. Planning for Tioli Enterprise Data Warehouse 13

28 For a distributed installation with remote warehouse agents, record the port numbers you want to use in Table 5 on page 19, Table 6 on page 20, Table 16 on page 141, and Table 17 on page 142. Note: You must specify unused port numbers when you install Tioli Enterprise Data Warehouse. Specifying port numbers that are already in use by other programs causes the installation to lock up. In particular, if there is already a Web serer on the system where you plan to install the report serer, you must uninstall or disable that Web serer, or specify a different port number for the HTTP Serer Port for Tioli Presentation Serices. To determine which port numbers are in use on a particular computer, type either of the following commands from a command prompt: netstat -a netstat -an The port numbers in use on the system are listed in the Local Address column of the output. On Windows systems, this field has the format host:port. On UNIX systems, this field has the format host.port. Some addresses might contain a named serice instead of a port number. Refer to your operating system documentation for information about determining which ports are used by the named serices or for more information about the netstat command. If there are multiple DB2 instances in your DB2 installation, make sure that the user name you specify is the owner of the instance whose DB2 port you specify. A mismatch between user name and port number results in installation errors that are difficult to identify. To determine the port number for your instance, use the following technique: 1. Determine the serice name by entering the following command at a DB2 command prompt: db2 get dbm cfg Find the following statement in the output: TCP/IP Serice name (SVCENAME)= serice_name 2. Edit the serices file (/etc/serices on UNIX systems) and locate the line that defines the connection port for the serice serice_name. For example, if the serice name returned is db2cdb2, look for a line similar to this in the serices file: db2cdb /tcp #connection port for the DB2 instance DB2 Be sure to find an exact match for the serice name. 14 Installing and Configuring Tioli Enterprise Data Warehouse

29 Table 2. Default port numbers used by Tioli Enterprise Data Warehouse For the control serer (distributed installation only) Default Port Number Name of Port in InstallShield Wizard Database port (control serer) Database port (central data warehouse) Description In a distributed installation, used by data mart serer, central data warehouse serer, and report serer to communicate with the control serer. (You can use the same or different port numbers for the control serer, data mart serer, and central data warehouse serer.) In a distributed installation, used by the control serer, data mart serer, and report serer to communicate with the central data warehouse serer. (You can use the same or different port numbers for the control serer, data mart serer, and central data warehouse serer.) Database port (data mart) In a distributed installation, used by the control serer, central data warehouse serer, and report serer to communicate with the data mart serer. (You can use the same or different port numbers for the control serer, data mart serer, and central data warehouse serer.) For the IBM Console and Tioli Presentation Serices 80 IBM HTTP Serer Port Used by Tioli Presentation Serices HTTP Serer for HTTP communications 8008 IBM HTTP Administration Port 8010 Serer For IBM Console IPC Port Used by Tioli Presentation Serices HTTP Administration Used by Serer for IBM Console (part of Tioli Presentation Serices) 8007 Web Console Port Used by Web Serices for the IBM Console (part of Tioli Presentation Serices) 8040 Web Console IPC Port Used by Web Serices for the IBM Console (part of Tioli Presentation Serices) 8030 IBM Console IPC Port Used by the IBM Console (part of Tioli Presentation Serices) 8050 Not applicable Used by Serer for IBM Console (part of Tioli Presentation Serices) For Secure Sockets Layer (SSL) 443 Not applicable Used by Tioli Presentation Serices HTTP Serer for secure HTTP communications (HTTPS) Can This Default Be Changed? Yes, you can change it when you install or configure DB2 Serer. Refer to the DB2 documentation for details. Yes, you can change it when you install or configure DB2 Serer. Refer to the DB2 documentation for details. Yes, you can change it when you install or configure DB2 Serer. Refer to the DB2 documentation for details. Yes, you can change it during the installation of the report interface. Yes, you can change it during the installation of the report interface. Yes, you can change it during the installation of the report interface. Yes, you can change it during the installation of the report interface. Yes, you can change it during the installation of the report interface. Yes, you can change it during the installation of the report interface. No Yes, you can change it using Tioli Presentation Serices HTTP Administration. See Chapter 4, Enabling Secure Sockets Layer for the Web ersion of the IBM Console on page 37. Chapter 2. Planning for Tioli Enterprise Data Warehouse 15

30 Local and remote warehouse agents IBM DB2 Warehouse Manager proides warehouse agents that manage the flow of data between warehouse sources and targets. When you install the Tioli Enterprise Data Warehouse control serer, a warehouse agent is installed for you. In some enironments, it is sufficient to use a warehouse agent only on the control serer. The control serer can use its local warehouse agent to manage data flow for the central data warehouse and the data marts, if these databases are not on the same system as the control serer. This is a basic configuration of Tioli Enterprise Data Warehouse. In other enironments, you might improe the performance of Tioli Enterprise Data Warehouse if you place a warehouse agent on the central data warehouse serer and data mart serer. The control serer can use these remote warehouse agents to manage data flow. This is an adanced configuration. Information about this adanced configuration is proided in Appendix D, Using remote warehouse agents on page 141. For more information about warehouse agents, see IBM DB2 Warehouse Manager Installation Guide. Coexistence The following sections describe how Tioli Enterprise Data Warehouse coexists with Tioli Decision Support and with other DB2 databases and warehouses. Coexistence with Tioli Decision Support You can continue to use Tioli Decision Support at the same time and on the same systems as Tioli Enterprise Data Warehouse. For the best performance, do not schedule Tioli Enterprise Data Warehouse ETLs and Tioli Decision Support cube builds concurrently, if they access the same databases. Coexistence with other warehouses You can use the Data Warehouse Center to manage multiple warehouses. Howeer, only one warehouse can be actie (running scheduled jobs) at a time. Scheduled jobs run only for the warehouse whose control database is selected in the Data Warehouse Center. Other warehouses, each identified by a different control database, retain their information but do not run scheduled jobs until their control database is selected in the Data Warehouse Center. The control database for Tioli Enterprise Data Warehouse is named TWH_MD. The Data Warehouse Center can manage only one Tioli Enterprise Data Warehouse control database. Coexistence with other DB2 database applications Tioli Enterprise Data Warehouse uses the following databases: TWH_MD: the control database on the control serer TWH_CDW: the central data warehouse database TWH_MART: the data mart database If you are installing Tioli Enterprise Data Warehouse in an existing DB2 instance, make sure that databases with these names do not already exist. 16 Installing and Configuring Tioli Enterprise Data Warehouse

31 Information to gather before installing Before installing Tioli Enterprise Data Warehouse, answer the questions, collect the information and perform the pre-installation tasks specified in the installation checklists. Complete Table 3, which applies to both single system and distributed installations. Then complete the checklists specific to the type of installation, as listed in Table 3. Table 3. Information for all installations Information needed Why you need to know Record your information here Do you want a single system or Determines which checklists to complete. distributed installation? For single system, use Table 4 on page 18 For distributed, use Table 5 on page 19 and Table 6 on page 20 Do you want to install from CDs or from CD images copied onto local or network space? Do you want the report interface to proide support for languages other than English? Is a Web serer already installed on the report interface serer (distributed) or the single system? For example, Apache or Microsoft IIS. Can each system proide fully qualified host names? Do you want your users to be able to use secure socket layer (SSL) connections? Does each system hae the required hardware and software prerequisites, including patch leels? Did you check the Web site for the most current information about prerequisites and required serice? Does each system hae sufficient temporary space for the installation? Copying the media to a local or shared network file system can speed up the installation and allow portions of it to run unattended. This is especially helpful when performing a distributed installation. If so, you must select Yes, install additional languages when installing the report interface component. You must uninstall or disable it. There should be only one Web serer on a system. Tioli Presentation Serices, which is installed with the report interface, proides its own Web serer. This function is required. For more information, see Ensuring fully qualified host names on page 23. Additional configuration steps are required. See Chapter 4, Enabling Secure Sockets Layer for the Web ersion of the IBM Console on page 37. It is difficult to debug installation problems that result from missing prerequisites. It is difficult to debug installation problems that result from missing prerequisites. See the Tioli Enterprise Data Warehouse Release Notes for the location of the Web site. The installation program copies its files to temporary space to free up the CD-ROM drie for other media that are required as part of the installation. See the temporary disk space requirements in the Tioli Enterprise Data Warehouse Release Notes and instructions for specifying an alternate location in Specifying an alternate temporary directory on page 34. Chapter 2. Planning for Tioli Enterprise Data Warehouse 17

32 Table 3. Information for all installations (continued) Information needed Why you need to know Record your information here Is IBM DB2 Uniersal Database Enterprise Edition already installed on all target systems? Where do you want to install the Tioli Enterprise Data Warehouse documentation? Do you require an adanced configuration, with local warehouse agents on the central data warehouse serer and data mart serer? If it is, check the ersion and configuration to assure a successful installation of Tioli Enterprise Data Warehouse. If it is, check for database name conflicts. See Coexistence with other DB2 database applications on page 16. If not, install it as described in Installing DB2 Uniersal Database on page 27. The documentation is not copied when you install Tioli Enterprise Data Warehouse components. Copying documentation CD to shared network space makes it aailable to more users. A more adanced knowledge of DB2 administration is required to implement this configuration. See Appendix D, Using remote warehouse agents on page 141. Single system installation Before starting a single system installation, with all Tioli Enterprise Data Warehouse components installed on the same system, gather the information in the following table. You need this information in the installation wizard. Table 4. Checklist for single system installation Information needed Where to get it Record your information here Fully qualified host name of the system User name and password to access the existing DB2 instance on the local system Target directory for Tioli Enterprise Data Warehouse files 1 Target directory for Tioli Presentation Serices 1, 2 Port number for IBM HTTP Serer (for Tioli Presentation Serices) Port number for IBM HTTP Administration (for Tioli Presentation Serices) Port number for Serer for IBM Console IPC (for Tioli Presentation Serices) Port number for Web Console (for Tioli Presentation Serices) Port number for Web Console IPC (for Tioli Presentation Serices) Follow instructions in Ensuring fully qualified host names on page 23. Get user information from the person who installed or administers the database. You choose. It is recommended that you use the same location on all systems. You choose. You choose. The default is 80. You choose. The default is You choose. The default is You choose. The default is You choose. The default is Installing and Configuring Tioli Enterprise Data Warehouse

33 Table 4. Checklist for single system installation (continued) Information needed Where to get it Record your information here Port number for IBM Console IPC (for the Jaa ersion of the IBM Console of Tioli Presentation Serices) You choose. The default is This directory name cannot contain double byte characters. 2 This directory name cannot contain the space character. Distributed installation For a distributed installation, with the components of Tioli Enterprise Data Warehouse installed on more than one system, collect the information in the following table. You need this information in the installation wizard. Table 5. Checklist for installing the control serer component For the Tioli Enterprise Data Warehouse control serer Information needed Where to get it Record your information here Fully qualified host name of the control serer Target directory for Tioli Enterprise Data Warehouse files 1 User name and password to access the existing DB2 instance on the local system Database port number on control serer Follow instructions in Ensuring fully qualified host names on page 23. You choose. It is recommended that you use the same location on all systems. Get user information from the person who installed or administers the database. You choose. The default is You can use the same or different port numbers for all Tioli Enterprise Data Warehouse serers. Connection information for components installed on other systems. This information is not required for any component installed on the same system as the control serer. Remote component Information needed Record your information here Central data warehouse Fully qualified host name DB2 user ID and password for existing DB2 database Database port number Data marts Fully qualified host name DB2 user ID and password for existing DB2 database Database port number Report interface: get this information from Table 6 on page 20 Fully qualified host name 1 This directory name cannot contain double byte characters. Chapter 2. Planning for Tioli Enterprise Data Warehouse 19

34 Table 6. Checklist for installing the report interface component For the report serer Information needed Where to get it Record your information here Fully qualified host name of the report serer Target directory for Tioli Enterprise Data Warehouse files 1 User name and password for existing DB2 Client or DB2 Serer on the local system IBM HTTP Serer Port (for Tioli Presentation Serices) IBM HTTP Administration Port (for Tioli Presentation Serices) Serer for IBM Console IPC Port (for Tioli Presentation Serices) Web Console Port (for Tioli Presentation Serices) Web Console IPC Port (for Tioli Presentation Serices) IBM Console IPC Port (for Tioli Presentation Serices) Target directory for Tioli Presentation Serices 1, 2 Do you want to install additional languages? Follow instructions in Ensuring fully qualified host names on page 23. You choose. It is recommended that you use the same location on all systems. Get user information from the person who installed or administers the database. You choose. The default is 80. You choose. The default is You choose. The default is You choose. The default is You choose. The default is You choose. The default is You choose. If yes, use the Tioli Enterprise Data Warehouse Language Support CD. Connection information for components installed on other systems. This information is not required for any component installed on the same system as the report serer. Remote component Information needed Record your information here Control serer Fully qualified host name DB2 user and password existing DB2 instance on control serer Database port number (default is 50000) Central data warehouse Fully qualified host name DB2 user ID and password for existing DB2 instance on central data warehouse serer Database port number (default is 50000) Data mart Fully qualified host name DB2 user ID and password for existing DB2 database on data mart serer Database port number (default is 50000) 1 This directory name cannot contain double byte characters. 2 This directory name cannot contain the space character. 20 Installing and Configuring Tioli Enterprise Data Warehouse

35 Warehouse pack installation To install a warehouse pack, you need: The Tioli Enterprise Data Warehouse product CD or a copy on disk. The CD or other media containing the warehouse pack installation media. This is typically shipped in the tedw_apps_etl subdirectory of a product s installation CD. It can also be shipped on a separate CD containing one or more warehouse packs. The information in Table 7, which lists the information you need to install a warehouse pack. Table 7. Checklist for installing a warehouse pack Information needed Why you need to know Record your information here Are all of the Tioli Enterprise Data Warehouse components installed? Where is the installation media for the preferred warehouse packs? Where is the documentation for each warehouse pack? For DB2, Oracle, and Informix data sources, does the user name match the name of the schema? Do the central data warehouse and data mart serers hae sufficient disk space for the new data, data marts, and reports? This is a required prerequisite step. On a separate CD or in the tedw_apps_etl directory on other installation media. It contains instructions for installing and configuring the warehouse pack. Documentation is in the PDF file in directory tedw_apps_etl/product_code/pkg/ersion/doc. This is required to establish a connection to the data source. Planning for the additional load in adance preents the difficult recoery from failures during ETL. Installing multiple warehouse packs You can install multiple warehouse packs in one installation session. If seeral warehouse packs are on the same installation media, you can install them all at the same time. In addition, the installation wizard enables you to specify more than one source location for warehouse packs, in case the warehouse packs you want to install are located on different installation media. If a Tioli software product proides a CD containing installation media for more than one warehouse pack, you can install all the warehouse packs at once or install them one at a time, by specifying the installation source directory as follows: To install all of the warehouse packs on a CD, specify the tedw_apps_etl directory. This is the root directory if the CD contains only warehouse pack installation media. To install a single warehouse pack, specify the product_code subdirectory for that application. Back up your enironment before installing warehouse packs To ensure that you can return to a known alid state if you encounter an error while installing a warehouse pack, it is recommended that you back up your Tioli Enterprise Data Warehouse installation first. For more information about backing up a Tioli Enterprise Data Warehouse installation, see Backup and restoration recommendations on page 81. Chapter 2. Planning for Tioli Enterprise Data Warehouse 21

36 Although it is possible to install warehouse packs at the same time you install the components of the Tioli Enterprise Data Warehouse core application, this is not recommended. The preferred method is to install the core application, back it up, and then install warehouse packs. 22 Installing and Configuring Tioli Enterprise Data Warehouse

37 Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs Preparing for the installation This chapter describes the installation steps for Tioli Enterprise Data Warehouse. You can install the application with all components on a single system or with the components distributed throughout your network. Before performing any of the procedures in this chapter, be sure to read Chapter 2, Planning for Tioli Enterprise Data Warehouse on page 9 and complete the installation checklists. This chapter contains the following topics: Preparing for the installation Installing and configuring a DB2 client or serer About the installation wizard Performing the installation Installing warehouse packs Installing the Tioli Enterprise Data Warehouse documentation Before using the Tioli Enterprise Data Warehouse installation program, make sure your systems are ready by following the steps in this section. Ensuring fully qualified host names Your operating system must be configured to proide Tioli Enterprise Data Warehouse and Tioli Presentation Serices with a fully qualified computer name rather than a short name. This is especially important in enironments with many different operating systems. To ensure that a system is configured to proide a fully qualified computer name, follow the instructions in the following sections. On AIX systems The default domain name search order is as follows: 1. Domain Name System (DNS) serer 2. Network Information Serice (NIS) 3. Local /etc/hosts file If the /etc/resol.conf file does not exist, the /etc/hosts file is used. If only the /etc/hosts file is used, the fully qualified computer name must be the first one that is listed after the IP address. Verify that the /etc/resol.conf file exists and contains the appropriate information, such as: domain mydiision.mycompany.com nameserer If NIS is installed, the /etc/irs.conf file oerrides the system default. It contains the following information: hosts = bind,local The /etc/netsc.conf file, if it exists, oerrides the /etc/irs.conf file and the system default. It contains the following information: 23

38 hosts = bind,local If the NSORDER enironment ariable is set, it oerrides all of the preceding files. It contains the following information: export NSORDER=bind,local On Linux systems Verify that the /etc/resol.conf file exists and contains the appropriate information, such as: domain mydiision.mycompany.com nameserer A short name is used if the /etc/nsswitch.conf file contains a line that begins as follows and if the /etc/hosts file contains the short name for the computer: hosts: files To correct this, follow these steps: 1. Change the line in the /etc/nsswitch.conf file to: hosts: dns nis files 2. Stop the network serice. 3. Restart the network serice. On Solaris systems Verify that the /etc/resol.conf file exists and contains the appropriate information, such as: domain mydiision.mycompany.com nameserer A short name is used if the /etc/nsswitch.conf file contains a line that begins as follows and if the /etc/hosts file contains the short name for the computer: hosts: files To correct this, follow these steps: 1. Change the line in the /etc/nsswitch.conf file to: hosts: dns nis files 2. Enter the following command to stop the inet serice: /etc/init.d/inetsc stop 3. Enter the following command to restart the inet serice: /etc/init.d/inetsc start On Microsoft Windows NT systems To erify that a primary domain name system (DNS) suffix is set, follow these steps: 1. From the Windows taskbar, click Start Settings Control Panel. 2. In the Control Panel window, double-click Network. 3. Click the Protocols tab. 4. Select the TCP/IP protocol and then click Properties. 5. Click the DNS tab. 6. Ensure that the field Domain contains a domain suffix. If it does not, type the suffix, click OK, and restart the computer when prompted. 24 Installing and Configuring Tioli Enterprise Data Warehouse

39 On Windows 2000 systems To erify that a primary domain name system (DNS) suffix is set, follow these steps: 1. On the desktop, right-click My Computer. 2. Click the Network Identification tab. 3. Ensure that the field Full Computer Name contains a fully qualified domain name. If it does not, follow these steps: a. Click Properties. b. Click More. c. In the field Primary DNS suffix for this computer, type the primary DNS suffix, and restart the computer when prompted. Mounting a CD-ROM deice on UNIX systems When installing on UNIX systems, you must make sure that the CD-ROM deice is mounted so the installation programs can see it. If the CD-ROM is not properly mounted, the installation informs you that the media is not aailable and waits for you to select a new source location. The following sections describe how to mount a CD-ROM deice on UNIX operating systems. Mounting the CD-ROM on AIX To mount the CD-ROM on AIX using the System Management Interface Tool (SMIT), perform the following steps: 1. Log on as a user with root authority. 2. Insert the CD in the drie. 3. Create a CD-ROM mount point by entering the mkdir -p /cdrom command, where cdrom represents the CD-ROM mount point directory. 4. Allocate a CD-ROM file system using SMIT by entering the smit storage command. 5. After SMIT starts, select File Systems Add / Change / Show / Delete File Systems CDROM File Systems Add CDROM File System. 6. In the Add a File System window: Enter a deice name for your CD-ROM file system in the DEVICE Name field. Deice names for CD-ROM file systems must be unique. If there is a duplicate deice name, you might need to delete a preiously-defined CD-ROM file system or use another name for your directory. In this example, /de/cd0 is the deice name. Enter the CD-ROM mount point directory in the MOUNT POINT window. In this example, the mount point directory is /cdrom. In the Mount AUTOMATICALLY at system restart field, select yes to enable automatic mounting of the file system. Click OK to close the window, then click Cancel three times to exit SMIT. 7. Next, mount the CD-ROM file system by entering the smit mountfs command. 8. In the Mount a File System window: Enter the deice name for this CD-ROM file system in the FILE SYSTEM name field. In our example, the deice name is /de/cd0. Enter the CD-ROM mount point in the Directory oer which to mount field. In our example, the mount point is /cdrom. Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs 25

40 Enter cdrfs in the Type of Filesystem field. To iew the other kinds of file systems you can mount, click List. In the Mount as READ-ONLY system field, click yes. Accept the remaining default alues and click OK to close the window. Your CD-ROM file system is now mounted. To iew the contents of the CD, enter the following command: cd /cdrom Where /cdrom is the CD-ROM mount point directory. Mounting the CD-ROM on Linux To mount the CD-ROM on Linux: 1. Log on as a user with root authority. 2. Insert the CD-ROM in the drie and enter the following command: mount -t iso9660 -o ro /de/cdrom /cdrom Where /cdrom represents the mount point of the CD-ROM. 3. Log out. Note that some window managers automatically mount your CD-ROM deice for you. Consult your system documentation for more information. Mounting the CD-ROM on Solaris To mount the CD-ROM on Solaris: 1. Log on as a user with root authority. 2. Insert the CD-ROM into the drie. 3. If the Volume Manager (old) is running on your system, the CD-ROM is automatically mounted as /cdrom/cd_label if the CD has a label or /cdrom/unnamed_cdrom if it is unlabeled. If the Volume Manager is not running on your system, enter the following commands to mount the CD-ROM: mkdir -p /cdrom/unnamed_cdrom mount -F hsfs -o ro /de/dsk/c0t6d0s2 /cdrom/unnamed_cdrom Where /cdrom/unnamed_cdrom represents the CD-ROM mount directory and /de/dsk/c0t6d0s2 represents the CD-ROM drie deice. If the CD-ROM drie deice is not /de/dsk/c0t6d0s2 on your system, enter the following command to determine the deice name: ls -al /de/sr* awk {print "/" $11} Note: If you are mounting the CD-ROM drie from a remote system using NFS, the CD-ROM file system on the remote machine must be exported with root access. You must also mount that file system with root access on the local machine. 4. Log out. Installing and configuring a DB2 client or serer This section proides information about the following: Using an existing installation of DB2 client or serer Installing DB2 Uniersal Database 26 Installing and Configuring Tioli Enterprise Data Warehouse

41 Always check the Tioli Enterprise Data Warehouse Release Notes for details about required FixPaks, patches, or operating system-specific configuration. Look for late-breaking information about required serice at the Tioli Enterprise Data Warehouse support Web site at the following address: enterprise_data_warehouse_support.html Using an existing installation of DB2 client or serer To use an existing installation of IBM DB2 client or serer, make sure it is at the ersion and patch leel specified in the Tioli Enterprise Data Warehouse Release Notes. Use the db2leel command to determine the FixPak leel. On Windows systems, at DB2 V7.2 FixPak 5, db2leel returns a message similar to the following: DB21085I Instance "db2admin" uses DB2 code release "SQL07023" with leel identifier " " and informational tokens "DB ", "n011211" and WR21294". The string DB indicates that the system is at DB2 V7.2 FixPak 5. The last two information tokens ary by operating system type and the specific patches that are installed. If the DB2 client or serer is installed but does not hae FixPak 5 or higher, upgrade to V7.2 FixPak 5 before running the Tioli Enterprise Data Warehouse installation wizard. You cannot install Tioli Enterprise Data Warehouse with a lower FixPak leel. You must use DB2 Serer for a single system installation, or for the control serer, central data warehouse, and data mart serers of a distributed installation. For the report serer in a distributed installation, you can use any DB2 client at the correct leel. Installing DB2 Uniersal Database To install DB2 Uniersal Database on any machine for Tioli Enterprise Data Warehouse, you need to know the following information: Read the DB2 Quick Beginnings document for the operating system on which you are installing. Use the DB2 installation media proided with Tioli Enterprise Data Warehouse. This ensures that you get the correct ersion and FixPaks of DB2 Serer. An easy way to install IBM DB2 Uniersal Database Enterprise Edition on Windows systems is to use and complete the installation wizard as follows: For a single system installation or for the control serer, central data warehouse, or data mart serers in a distributed installation, select the DB2 Enterprise Edition feature. For the report serer in a distributed installation, you can select any of the following features: - DB2 Enterprise Edition - DB2 Application Deelopment Client - DB2 Administration Client (this is the smallest client) Select the Typical installation. Accept the default alues. You can change the default installation directories if you want. For the DB2 user name, it is recommended that you specify a user that does not already exist on your system. When the DB2 installation program creates the user for you, it ensures that the user has the correct roles and priileges. Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs 27

42 Remember the DB2 user name and password you specified for each DB2 installation. You need the DB2 user information to install Tioli Enterprise Data Warehouse. In a distributed installation, you do not need to hae the same user name and password for each DB2 installation. You do not need to install the OLAP Starter Kit. For a more adanced installation on Windows systems, see IBM DB2 Uniersal Database for Windows Quick Beginnings. To install IBM DB2 Uniersal Database Enterprise Edition on UNIX systems, see IBM DB2 Uniersal Database for UNIX Quick Beginnings. After installing IBM DB2 Uniersal Database Enterprise Edition, perform a connection test by completing these steps: 1. Enter the following command to list the local databases: db2 list database directory 2. In most cases, the command lists at least one database, een in new installations. If the command does not list any databases, create one using the following command: db2 create database name Where name is a name you choose for the new database. 3. Enter the following command to test a local connection: db2 connect to name user user_name using password Where name is a database name returned in step 1 or the name of the database you created in step 2, user_name and password are the user name and password you specified during the DB2 installation. If this command is successful, IBM DB2 Uniersal Database Enterprise Edition is installed and ready for remote connections. If you experience difficulty, refer to the DB2 documentation for troubleshooting information. Ensure that DB2 settings related to LDAP are turned off. Use db2set -all to list the settings. If these settings are turned on, credentials errors are generated. Optionally, you can prepare for the adanced configuration. On systems that are to be either the central data warehouse or data mart serer, install the DB2 warehouse agent, part of DB2 Warehouse Manager. To use the adanced configuration, the agents must be installed and running before you try to run any of the ETL programs in a warehouse pack. For more information about the adanced configuration, see Appendix D, Using remote warehouse agents on page 141. About the installation wizard Understanding the following items about the installation wizard helps you successfully use the wizard to install Tioli Enterprise Data Warehouse. The installation wizard installs Tioli Enterprise Data Warehouse components only on the local system. When selecting the features you want to install, select only the ones that you want installed on the system where you are running the wizard. If the control serer is not on the same system as both the central data warehouse and data mart serers, databases are created and cataloged on the 28 Installing and Configuring Tioli Enterprise Data Warehouse

43 remote systems during the installation of the control serer component. Howeer, no Tioli Enterprise Data Warehouse files are written to the remote systems. The Tioli Enterprise Data Warehouse installation wizard copies itself from the CD to temporary space on your system. This lets you use the CD-ROM drie to insert other installation CDs for additional language support or warehouse packs. You can remoe the installation CD from the CD-ROM drie as soon as the Welcome window appears. The installation program prompts for all of the information needed to perform the installation before beginning to install any components. This means you potentially insert the language support and warehouse pack CDs twice: once to select and alidate the source directory and again when it is time to install that component. To aoid this, the installation program gies you the ability to defer the alidation of the installation source locations for additional language support and warehouse packs until the wizard is ready to install that component. To decide whether to defer alidation, consider the following: Deferring alidation until the media is required for the installation of a specific component preents your haing to insert each CD twice, but adds the potential for an installation failure if you do not correctly specify the location. Validating the media at the time the location is specified identifies typographical and directory selection errors as soon as they are made. Howeer, to perform alidation, the installation media must be aailable. If you are installing from CDs, this means you insert each CD twice. The wizard prompts you when it is time for each CD. You can aoid this by copying the installation CDs onto a local hard drie or a shared network file system. This is suggested when performing a distributed installation, if you hae a network file system that is accessible from all the systems on which you plan to install Tioli Enterprise Data Warehouse components. The installation process does not copy the installation wizard onto your system. Be sure to keep the CD in a safe place or copy it to your system to ensure that you hae the installation wizard when you need to install additional warehouse packs. If you copy it to network space, copy the entire CD. Copying the wizard s executable files is not sufficient. The installation wizard defines the TWH_TOPDIR enironment ariable on each system where it installs a component of Tioli Enterprise Data Warehouse. This ariable points to the directory in which Tioli Enterprise Data Warehouse was installed. Performing the installation This section describes how to install Tioli Enterprise Data Warehouse using its installation wizard. It assumes that you are installing Tioli Enterprise Data Warehouse as part of the installation or configuration of another Tioli software product. Be sure to read the installation documentation for the specific product to determine if it has special installation steps that are not coered here. You can optionally install Tioli Enterprise Data Warehouse from the command line using a configuration file. This enables you to perform silent installations and to automate installation tasks. For information about this adanced installation technique, see Appendix B, Installing with a response file on page 123. Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs 29

44 All components on a single system Complete the following steps to install all Tioli Enterprise Data Warehouse components on the same machine: 1. Install the base product that is to store its data into the central data warehouse. 2. Fill out the checklists in Table 3 on page 17 and Table 4 on page If you plan to install any warehouse packs, complete the checklist in Table 7 on page 21 for each one. 4. Perform pre-installation enironment checks and customizations as described in Preparing for the installation on page Log on to the system as a user with sufficient authority. For details, see Authority required to install Tioli Enterprise Data Warehouse on page Install or configure an existing installation of DB2 using the information in Installing and configuring a DB2 client or serer on page After installing IBM DB2 Uniersal Database Enterprise Edition, perform a connection test by completing these steps: a. Enter the following command to list the local databases: db2 list database directory b. In most cases, the command lists at least one database, een in new installations. If the command does not list any databases, create one using the following command: db2 create database name Where name is a name you choose for the new database. c. Enter the following command to test a local connection: db2 connect to name user user_name using password Where name is a database name returned in step 7a or the name of the database you created in step 7b, user_name and password are the user name and password you specified during the DB2 installation. If this command is successful, IBM DB2 Uniersal Database Enterprise Edition is installed and ready for remote connections. If you experience difficulty, refer to the DB2 documentation for troubleshooting information. 8. Start the Tioli Enterprise Data Warehouse installation wizard. The installation wizards are located in the root directory of the Tioli Enterprise Data Warehouse CD. Use the program appropriate to the operating system on which you are installing: Windows: setup.exe UNIX: setup_unix.sh If you want the installation wizard to use another temporary directory, see Specifying an alternate temporary directory on page 34 for an alternate procedure. 9. Specify Single machine when asked for the type of installation. 10. Complete the installation wizard, proiding the alues you collected in Table 4 on page 18. You can install support for other languages by selecting Yes, I want to install other languages when asked about language support. Alternatiely, you can 30 Installing and Configuring Tioli Enterprise Data Warehouse

45 install language support later by following the instructions in Chapter 5, Installing and using language support on page If the wizard installs Tioli Presentation Serices, wait for the help set to be rebuilt. The help set contains the user assistance for the IBM Console. This process happens asynchronously and might not complete by the time the wizard has completed the installation of the remaining components of Tioli Enterprise Data Warehouse. Do not restart the system until the help set is complete. If you do, follow the procedure documented in the Tioli Enterprise Data Warehouse Release Notes to rebuild the help set. To determine whether the help set rebuild is complete, look for the completion message in the Tioli Presentation Serices installation log. This log is in directory PS_directory/log/fwp_mcr, where PS_directory is the target directory you specified for Tioli Presentation Serices. The logs are named stdoutn. Look for the following message in the most recent stdoutn file. In some cases, the message can be in the second most recent stdoutn file. FWP1734I The utilty that was started by the Management Component Repository to build the help set has completed successfully. 12. Verify that the installation was successful by doing the following: Make sure the installation wizard s completion window does not list any errors. See Messages on page 93 for more information. If the completion window lists warnings, check the TWH.log to ensure that the warnings can safely be ignored. Optionally, make sure the Tioli Enterprise Data Warehouse databases hae been created. Use the db2 list database directory command to erify that the following databases exist: TWH_MD: the control database TWH_CDW: the central data warehouse database TWH_MART: the data mart database If you find errors or warnings, see Chapter 9, Troubleshooting on page 91 for assistance. 13. Restart the computer. 14. Optionally, enable secure sockets layer (SSL) connections for the IBM Console, using the instructions in Chapter 4, Enabling Secure Sockets Layer for the Web ersion of the IBM Console on page Configure the Data Warehouse Center for Tioli Enterprise Data Warehouse by following the instructions in Specifying the control database for the Data Warehouse Center on page Back up the Tioli Enterprise Data Warehouse installation as described in Backup and restoration recommendations on page Optionally, install the warehouse packs that allow your Tioli software to work with the Tioli Enterprise Data Warehouse. For instructions, refer to Installing warehouse packs on page Optionally, after a successful installation, delete the temporary directory created during the installation. This directory is named tmptedw_1_1_install. To locate the temporary directory, see Specifying an alternate temporary directory on page 34. Components distributed across multiple systems Complete the following steps to install Tioli Enterprise Data Warehouse with the components distributed across multiple systems. This creates the basic configuration, which uses the warehouse agent only on the control serer. For Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs 31

46 information about the adanced configuration that uses a local warehouse agent for each database, see Appendix D, Using remote warehouse agents on page Install the base product that is to store its data in the Tioli Enterprise Data Warehouse. 2. Fill out the checklists in Table 3 on page 17, Table 5 on page 19, and Table 6 on page Perform pre-installation enironment checks and customizations as described in Preparing for the installation on page Install DB2 Serer on the systems that are to host the control serer, central data warehouse serer, and the data mart serer. Install a DB2 client or DB2 Serer on the system that is to be the report serer. Do this before installing the Tioli Enterprise Data Warehouse control serer because the control serer must be able to connect to, create, and and sae data in DB2 databases on those systems during its installation. Installing DB2 Uniersal Database on page 27 proides tips for a successful DB2 installation. 5. After installing IBM DB2 Uniersal Database Enterprise Edition, perform a connection test by completing these steps on each system: a. Enter the following command to list the local databases: db2 list database directory b. In most cases, the command lists at least one database, een in new installations. If the command does not list any databases, create one using the following command: db2 create database name Where name is a name you choose for the database. c. Enter the following command to test a local connection: db2 connect to name user user_name using password Where name is a database name returned in step 5a or the name of the database you created in step 5b; user_name and password are the user name and password you specified when installing DB2 Serer. If this command is successful, IBM DB2 Uniersal Database Enterprise Edition is installed and ready for remote connections. If you experience difficulty, refer to the DB2 documentation for troubleshooting information. 6. Install Tioli Enterprise Data Warehouse on the system that is to be the control serer by completing the following steps: a. Start the Tioli Enterprise Data Warehouse installation wizard. The installation wizards are located in the root directory of the Tioli Enterprise Data Warehouse CD. Use the program appropriate to the operating system on which you are installing: Windows: setup.exe UNIX: setup_unix.sh If you want the installation wizard to use another temporary directory, see Specifying an alternate temporary directory on page 34 for an alternate procedure. b. Specify Custom/Distributed when asked for the type of installation. c. Select the Tioli Enterprise Data Warehouse control serer feature. 32 Installing and Configuring Tioli Enterprise Data Warehouse

47 Note: The installation wizard displays an additional feature, Installation tools and scripts. This feature is required for each of the Tioli Enterprise Data Warehouse components, but you do not hae to select it manually. It is automatically included when it is required. It is not needed when installing warehouse packs (listed in the installation wizard as Application ETL and report packages). d. Complete the installation wizard, proiding the alues you collected in Table 5 on page 19. e. Restart the system. 7. Install Tioli Enterprise Data Warehouse on the system that is to be the report serer by completing the following steps on that system: a. Start the Tioli Enterprise Data Warehouse installation wizard. The installation wizards are located in the root directory of the Tioli Enterprise Data Warehouse CD. Use the program appropriate to the operating system on which you are installing: Windows: setup.exe UNIX: setup_unix.sh If you want the installation wizard to use another temporary directory, see Specifying an alternate temporary directory on page 34 for an alternate procedure. b. Specify Custom/Distributed when asked for the type of installation. c. Select the Report interface feature. d. Complete the installation wizard, proiding the alues you collected in Table 6 on page 20. e. Optionally install language support. Language support is installed only on the report serer, not on the control serer, the central data warehouse serer, or the data mart serer. f. Wait for the help set to be rebuilt. The help set contains the user assistance for the IBM Console. This process happens asynchronously and might not complete by the time the wizard has completed the installation of the remaining components of Tioli Enterprise Data Warehouse. Do not restart the system until the help set is complete. If you do, follow the procedure documented in the Tioli Enterprise Data Warehouse Release Notes to rebuild the help set. To determine whether the help set rebuild is complete, look for the completion message in the Tioli Presentation Serices installation log. This log is in directory PS_directory/log/fwp_mcr, where PS_directory is the target directory you specified for Tioli Presentation Serices. The logs are named stdoutn. Look for the following message in the most recent stdoutn file. In some cases, the message can be in the second most recent stdoutn file. FWP1734I The utilty that was started by the Management Component Repository to build the help set has completed successfully. g. Restart the report serer. 8. To create the basic configuration using a local warehouse agent, you do not need to install any Tioli Enterprise Data Warehouse components on the central data warehouse serer or the data mart serer. Installing the control serer creates the databases that are needed on those systems. Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs 33

48 If you are creating a more adanced configuration using remote warehouse agents on the central data warehouse or data mart serers, refer to Appendix D, Using remote warehouse agents on page 141 for installation information. 9. Verify that the installation of Tioli Enterprise Data Warehouse completed successfully on each system. Verify that the installation was successful by doing the following: Make sure the installation wizard s completion window does not list any errors. See Messages on page 93 for more information. If the completion window lists warnings, check the TWH.log to ensure that the warnings can safely be ignored. Optionally, make sure the Tioli Enterprise Data Warehouse databases hae been created. Use the db2 list database directory command to erify that the following databases exist: TWH_MD: the control database, on the control serer TWH_CDW: the central data warehouse database, on the central data warehouse serer TWH_MART: the data mart database, on the data mart serer If you find errors or warnings, see Chapter 9, Troubleshooting on page 91 for assistance. 10. Configure the Data Warehouse Center for Tioli Enterprise Data Warehouse by following the instructions in Specifying the control database for the Data Warehouse Center on page Optionally, enable secure sockets layer (SSL) connections for the IBM Console, using the instructions in Chapter 4, Enabling Secure Sockets Layer for the Web ersion of the IBM Console on page Back up the Tioli Enterprise Data Warehouse installation as described in Backup and restoration recommendations on page Optionally, install the warehouse packs that allow your system management software to work with the Tioli Enterprise Data Warehouse. For instructions, refer to Installing warehouse packs on page Optionally, after a successful installation, remoe the contents of the temporary directory created during the installation. This directory is named tmptedw_1_1_install. To locate the temporary directory, see Specifying an alternate temporary directory. Specifying an alternate temporary directory This section gies instructions for specifying an alternate location for the temporary directory when starting the Tioli Enterprise Data Warehouse installation program. On Windows operating systems, the installation program places temporary files in the directory specified by the %TEMP% enironment ariable. To specify a different temporary directory, set the %TEMP% enironment ariable to the full path name of the directory in which you want temporary files copied during installation. The following example shows how to install using temporary files in x:\scratch\tedw: set TEMP=x:\scratch\tedw setup.exe 34 Installing and Configuring Tioli Enterprise Data Warehouse

49 Installing warehouse packs On UNIX operating systems, the installation program places temporary files in the directory /tmp by default. To specify a different temporary directory, set the $TMPDIR enironment ariable to the full path name of the directory in which you want temporary files copied during installation and specify the -is:tempdir argument to the setup command. The following example shows how to install using temporary files in /scratch/tedw: TMPDIR=/scratch/tedw export TMPDIR setup_unix.sh -is:tempdir $TMPDIR It is necessary to both set the enironment ariable and specify the command line argument on UNIX-based operating systems. Note: The enironment ariable that Tioli Enterprise Data Warehouse uses to control the temporary directory is the same one used by other applications. If necessary, set these enironment ariables back to their original alues after installing. The warehouse pack installation and configuration process can differ slightly for each warehouse pack. Typically, that process has the following steps: 1. Locate and read the documentation for the warehouse pack. The documentation is on the installation media for the warehouse pack, in a PDF file in the subdirectory tedw_apps_etl/product_code/pkg/ersion/doc. product_code and ersion specify, respectiely, the product that is being enabled to use Tioli Enterprise Data Warehouse and the ersion of the warehouse pack. 2. Install any product patches specified by the warehouse pack documentation. 3. Perform any pre-installation configuration steps specified by the warehouse pack documentation. For example, this might include tasks such as creating additional tables in an existing database or establishing an ODBC connection. See Specifying ODBC connections for Tioli Enterprise Data Warehouse warehouse packs on page 67 for instructions. 4. Use the Tioli Enterprise Data Warehouse installation program to install the package on each machine where it is needed. In general, this is the control serer and the report interface serer. The warehouse pack s documentation describes whether it needs to be installed on additional or fewer systems. After starting the installation wizard, specify the installation of one or more warehouse packs using one of the following techniques: After installing Tioli Enterprise Data Warehouse, select Application installation only in the setup type window. This is the recommended way to install warehouse packs. You can also install warehouse packs during the installation of the Tioli Enterprise Data Warehouse application, but this is recommended only in a testing or demonstration enironment. Using these methods can lead to database consistency problems if you encounter an error while installing a warehouse pack During a single system installation of Tioli Enterprise Data Warehouse, select Yes, install application packages when the wizard asks if you want to install application packages. During a distributed installation of Tioli Enterprise Data Warehouse wizard, select Application ETL and report packages in the feature selection window, along with other components that you want to install. Chapter 3. Installing Tioli Enterprise Data Warehouse and warehouse packs 35

50 5. After you install one or more warehouse packs on the report serer, manually stop and then restart the following serices for Tioli Presentation Serices: Serer for IBM Console Web Serices for the IBM Console This is described in Appendix A, Starting and stopping Tioli Presentation Serices on page Optionally, install language support for the warehouse pack by following the instructions in Using language support in the report interface on page Perform any post-installation configuration steps specified by the warehouse pack documentation. For example, this might include performing a manual configuration task such as defining warehouse sources and targets. See Specifying properties for Tioli Enterprise Data Warehouse sources and targets on page 67 for instructions. If you hae trouble installing a warehouse pack, see Chapter 9, Troubleshooting on page 91. Installing the Tioli Enterprise Data Warehouse documentation To install the Tioli Enterprise Data Warehouse documentation, copy the contents of the Tioli Enterprise Data Warehouse Documentation CD to a local hard drie or shared network space. Optionally, copy the Tioli Presentation Serices readme file to the documentation directory. The file is found on the Tioli Enterprise Data Warehouse installation CD in the file ps_docs/readme22_en. This file contain late-breaking information and known problems about Tioli Presentation Serices, which implements the IBM Console. When you install a warehouse pack, its documentation is automatically copied into the doc subdirectory of its files under $TWH_TOPDIR/apps, where $TWH_TOPDIR is the directory where Tioli Enterprise Data Warehouse is installed. 36 Installing and Configuring Tioli Enterprise Data Warehouse

51 Chapter 4. Enabling Secure Sockets Layer for the Web ersion of the IBM Console You can configure Tioli Presentation Serices to use the Secure Sockets Layer (SSL) protocol for the Web ersion of the IBM Console. This chapter describes the following high-leel steps in that process: 1. Preparing for configuration changes 2. Configuring the HTTP serer on page Verifying your configuration on page 44 Preparing for configuration changes Before you can configure Tioli Presentation Serices to use SSL for the Web ersion of the IBM Console, you must complete the following steps: 1. Ensure that all client browsers support 128-bit encryption. 2. Define a user ID and password for Tioli Presentation Serices HTTP Administration as described in Defining a user ID and password for HTTP Administration. 3. On UNIX-based systems, enable Tioli Presentation Serices HTTP Administration to update configuration files as described in Enabling HTTP Administration to update configuration files on UNIX-based systems on page 38. Defining a user ID and password for HTTP Administration Tioli Presentation Serices HTTP Administration is installed with authentication enabled. To configure the Tioli Presentation Serices HTTP Serer using Tioli Presentation Serices HTTP Administration, you must define a alid user ID and password for HTTP Administration. On the computer where Web Serices for the IBM Console is installed, this user ID must hae the user rights to log on as a serice. Typically, a user ID that has administrator priileges is defined with the local security settings that are required to log on as a serice. To define a user ID and password, you can use the HTPASSWD utility that is packaged with Tioli Presentation Serices HTTP Administration. Complete the following steps: 1. At a command prompt, change to the ibmhttpd subdirectory of the directory where Tioli Presentation Serices is installed. 2. Type one of the following commands, where user_id is the user ID for logging on to HTTP Administration: On AIX systems: bin/htpasswd -c conf/admin.passwd user_id On Linux systems: bin/htpasswd -c conf/admin.passwd user_id On Solaris systems: bin/htpasswd -c conf/admin.passwd user_id On Microsoft Windows systems: htpasswd c conf\admin.passwd user_id Once you enter the command, you are prompted twice for a password. 37

52 Enabling HTTP Administration to update configuration files on UNIX-based systems On UNIX-based systems, you must enable Tioli Presentation Serices HTTP Administration to update the following configuration files, where installation_directory is the directory where Tioli Presentation Serices is installed: installation_directory/ibmhttpd/conf/httpd.conf installation_directory/ibmhttpd/conf/admin.conf The following sections describe two methods for doing this: Changing file permissions Creating a user or group that represents the HTTP serer Changing file permissions You can use file permissions to allow Tioli Presentation Serices HTTP Administration to update these files by temporarily changing their permissions. To change the file permissions for the configuration files, complete the following steps: 1. Enter the following commands at a command prompt to change to the directory continuing the files and list their current permissions: cd installation_directory/ibmhttpd/conf ls -l httpd.conf admin.conf Make a note of the original file permissions. 2. Enter the following commands: chmod 777 httpd.conf chmod 777 admin.conf 3. Perform the rest of the steps in this chapter and then return. 4. Use the chmod command to restore the original file permissions, to preent unauthorized access to these files. To preent unauthorized changes to these files, restore the original file permissions after Tioli Presentation Serices has been configured to use SSL. Creating a user or group that represents the HTTP serer The following steps outline a method of enabling Tioli Presentation Serices HTTP Administration to update the configuration files without changing the file permissions: 1. Create a new user or group that represents the HTTP Serer. The HTTP Serer can then run as this user or group. 2. Modify the User or Group sections from the httpd.conf file to reflect this user or group ID setting: User user_id Group group_id 3. erify that the configuration files can be updated by this user or group ID. 4. Restart the following serices to enable processes to run as the new user or group credential: Tioli Presentation Serices HTTP Administration Tioli Presentation Serices HTTP Serer For information about stopping and starting these serices, see Appendix A, Starting and stopping Tioli Presentation Serices on page Installing and Configuring Tioli Enterprise Data Warehouse

53 Configuring the HTTP serer The following instructions explain how to configure the Tioli Presentation Serices HTTP Serer to enable the Secure Sockets Layer (SSL) for the Web ersion of the IBM Console. This process consists of the following high-leel steps: 1. Creating a security certificate 2. Connecting to the HTTP serer 3. Configuring the security module 4. Configuring a secure host IP and an additional port for the secure serer 5. Configuring the irtual host structure for the secure serer 6. Configuring the irtual host document root for the secure serer 7. Setting the key file and SSL timeout alues for the secure serer 8. Enabling SSL and determining the mode of client authorization 9. Restarting serices or systems Step 1: Creating a security certificate Create a security certificate. If you already hae a security certificate that was issued by an authorized certificate authority, go to Step 2: Connecting to the HTTP serer on page 42. Otherwise, to create the certificate, you must start the key management utility for the IBM Global Security Kit, as described in Using the key management utility on page 41. Howeer, before starting the key management utility, see these sections: For Windows systems, see On Windows systems: determining where the IBM Global Security Kit Is installed. For UNIX-based systems, see On UNIX-based systems: ensuring the Jaa directory is in the path on page 40. On Windows systems: determining where the IBM Global Security Kit Is installed On Windows systems, before you can start the key management utility, you must determine the path where the IBM Global Security Kit is installed. To determine this path, open a new command prompt after Tioli Presentation Serices is installed, and type this command: set path In the paths that are shown, locate the gsk4 directory, which is where the IBM Global Security Kit is installed. For example, you might find the gsk4 directory in the following path, where path_for_gsk_installation is also the directory where Tioli Presentation Serices is installed: path_for_gsk_installation\ibm\gsk4 If you do not see the gsk4 directory in any of the paths that result from the command gsk4, follow these steps: 1. Determine whether the gsk4 directory exists on your system. If the following directory exists, where gsk_installation_directory is the directory where Tioli Presentation Serices is installed, the Tioli Presentation Serices installation program has installed the IBM Global Security Kit: gsk_installation_directory\ibm\gsk4 Chapter 4. Enabling Secure Sockets Layer for the Web ersion of the IBM Console 39

54 In this case, the preceding path is the path where the IBM Global Security Kit is installed. Go to step If you did not locate the gsk4 directory in step 1 on page 39, an instance of the IBM Global Security Kit is already installed on your system, and you must locate it by following these steps: a. At a command prompt, type the following command: regedit b. In the left naigation pane, double-click HKEY_LOCAL_MACHINE. c. Under HKEY_LOCAL_MACHINE, double-click SOFTWARE. d. Under SOFTWARE, double-click IBM. e. Under IBM, double-click GSK4. f. Under GSK4, double-click CurrentVersion. g. In the right content pane, note the alue of the InstallPath key. This alue is the path where the IBM Global Security Kit is installed and is the alue for gsk_installation_directory in instruction Add the path where the IBM Global Security Kit is installed to your system enironment. To do this, follow these steps: On Windows NT systems: a. On the desktop, right-click My Computer. b. Click Properties. c. Click the Enironment tab. d. Under System Variables, select the Path ariable and its alue. This ariable and its alue are now shown in the Variable and Value fields, respectiely. e. For the field titled Value, add the following path at the beginning, where gsk_installation_directory is the directory where the IBM Global Security Kit is installed: gsk_installation_directory\lib; f. Click Set. g. Click OK. On Windows 2000 systems: a. On the desktop, right-click My Computer. b. Click Properties. c. Click the Adanced tab. d. Click Enironment Variables. e. Under System ariables, select the Path ariable and its alue, and click Edit. This ariable and its alue are now shown in the Variable Name and Variable Value fields, respectiely. f. For the field titled Variable Value, add the following path at the beginning, where gsk_installation_directory is the directory where the IBM Global Security Kit is installed: gsk_installation_directory\lib; g. Click OK. On UNIX-based systems: ensuring the Jaa directory is in the path The IBM Global Security Kit uses the Jaa programming language. Therefore, on UNIX-based systems, ensure that the Jaa directory is shown in the path by typing the following commands: 40 Installing and Configuring Tioli Enterprise Data Warehouse

55 PATH=installation_directory/psjm/jre/bin:$PATH export PATH Where installation_directory is the directory where Tioli Presentation Serices is installed Using the key management utility To create the security certificate, follow these steps: 1. Start the key management utility for the IBM Global Security Kit as indicated: On AIX systems, run this script: /usr/opt/ibm/gskit/bin/gsk4ikm On Linux systems, run this script: /usr/local/ibm/gsk4/bin/gsk4ikm On Solaris systems, run this script: /opt/ibm/gsk4/bin/gsk4ikm On Windows systems, run this program, where gsk_installation_directory is the directory where the IBM Global Security Kit is installed: gsk_installation_directory\bin\gsk4ikm.exe 2. In the Key Database File menu, click New. 3. In the New window: a. For the field titled Key database type, select CMS key database file. b. For the fields titled File Name and Location, either accept the default alues, or type the name (such as key.kdb) and the directory location (such as C:\psinstall\ibm\gsk4\bin\) for the key database file. Remember this name and directory location because you need it for step 4 on page 44 under Step 7: Setting the key file and SSL timeout alues for the secure serer on page 44. c. Click OK. 4. In the Password Prompt window: a. For the fields titled Password and Confirm Password, type a password. The characters in the password must be from the U.S. English character set. b. Ensure that the field titled Stash the password to a file has a check in the check box. If it does not, click the check box to select it. c. Click OK. 5. In the IBM Key Management window under the section titled Key database content, select Personal Certificates, and click New Self-Signed. 6. In the Create New Self-Signed Certificate window, type the alues for the following fields. For the other fields, you can accept the default alues. Key Label. This is the certificate name. Remember this name because you need it for instruction 5 on page 44 under Step 8: Enabling SSL and determining the mode of client authorization on page 44. Common Name. This is the fully qualified name of the computer where Web Serices for the IBM Console is installed, for example, mycomputer.raleigh.ibm.com. Organization. This is the name of your organization. Validity Period. This is the number of days for which the certificate is alid. 7. Click OK. 8. In the Key Database File menu, click Exit. Chapter 4. Enabling Secure Sockets Layer for the Web ersion of the IBM Console 41

56 Step 2: Connecting to the HTTP serer Connect to the Tioli Presentation Serices HTTP Serer by following these steps: 1. In your Web browser, type the following address, where computer_name is the fully qualified name of the computer where Web Serices for the IBM Console is running: 2. Click Configure serer. 3. When prompted, type the user ID and password that you defined in the Defining a user ID and password for HTTP Administration on page 37. Step 3: Configuring the security module Configure the security module by following these steps: 1. In the left naigation pane, expand the category titled Basic Settings. 2. In the expanded list under Basic Settings, select Module Sequence. Ensure that Scope is set to <GLOBAL>. 3. Click Add. 4. Click Select a module to add, and click the down arrow to iew the associated list of modules. In this list, select ibm_ssl (IBMModuleSSL128.dll) for Windows systems or ibm_ssl (mod_ibm_ssl_128.so) for UNIX-based systems. This selection is now shown as the alue for the load module. 5. Click Apply. 6. Click Close. 7. Click Submit. Note: On UNIX-based systems, ignore the message regarding the order of modules. Step 4: Configuring a secure host IP and an additional port for the secure serer Configure a secure host Internet Protocol (IP) and an additional port for the secure serer by following these steps: 1. In the left naigation pane, expand the category titled Basic Settings. 2. In the expanded list under Basic Settings, select Adanced Properties. Ensure that Scope is set to <GLOBAL>. Note: In this window, ignore the message regarding the module mod_ibm_mt. This module is not required to be loaded. 3. For the field titled Specify additional ports and IP addresses, click Add. The alue for the IP address should remain blank. Type the alue for the port. This alue is probably 443 because 443 is the default port number for the Secure Sockets Layer (SSL). If SSL is already in use on the computer where Web Serices for the IBM Console is installed, you must use a different port number for the SSL for Web Serices. Also, in the httpd.conf file, you must update the two RedirectPermanent entries for IBMConsoleSecure with this number. The httpd.conf file is located in the following directory, where installation_directory is the directory where Tioli Presentation Serices is installed: installation_directory/ibmhttpd/conf 42 Installing and Configuring Tioli Enterprise Data Warehouse

57 The following sample shows the two RedirectPermanent entries for IBMConsoleSecure. For the ariable SSL_port_number, you must substitute the SSL port number that you are using for Web Serices for the IBM Console. RedirectPermanent /IBMConsoleSecure/ RedirectPermanent /IBMConsoleSecure 4. Click Apply. 5. If you are using the configuration where Web Serices for the IBM Console is installed on the same computer as the Serer for IBM Console, you must also follow these steps. Otherwise, go to step 6. a. For the field titled Specify additional ports and IP addresses, click Add. The alue for the IP address should remain blank. Type 80 as the alue for the port. b. Click Apply. 6. Click Close. 7. Click Submit. Step 5: Configuring the irtual host structure for the secure serer Configure the irtual host structure for the secure serer by following these steps: 1. In the left naigation pane, expand the category titled Configuration Structure. 2. In the expanded list under Configuration Structure, select Create Scope. 3. For the field titled Select a alid scope to insert within the scope selected in right panel, select VirtualHost. 4. For the field titled Virtual host IP address or fully qualified domain name, type the appropriate alue, for example, mycomputer.raleigh.ibm.com. 5. As the alue for the irtual host port, type the same number that you used for the port in instruction 3 on page 42 under Step 4: Configuring a secure host IP and an additional port for the secure serer on page 42. This alue is probably Click Submit. Step 6: Configuring the irtual host document root for the secure serer Configure the irtual host document root for the secure serer by following these steps: 1. In the left naigation pane, expand the category titled Basic Settings. 2. In the expanded list under Basic Settings, select Core Settings. Ensure that Scope is set to the irtual host with which you are working, for example, <VirtualHost hostname.raleigh.ibm.com:443>. 3. Type the serer name as a fully qualified domain name. 4. For the document root directory name, type one of the following: For Windows systems, type installation_directory/ibmhttpd/htdocs, where installation_directory is the directory where Tioli Presentation Serices is installed. For UNIX-based systems, type installation_directory/ibmhttpd/htdocs/en_us, where installation_directory is the directory where Tioli Presentation Serices is installed. Chapter 4. Enabling Secure Sockets Layer for the Web ersion of the IBM Console 43

58 5. Click Submit. Step 7: Setting the key file and SSL timeout alues for the secure serer Set the key file and SSL timeout alues for the secure serer by following these steps: 1. In the left naigation pane, expand the category titled Security. 2. In the expanded list under Security, select Serer Security. Ensure that Scope is set to <GLOBAL>. 3. For the field titled Enable SSL, select No. This disables SSL for global scope. 4. For the field titled Keyfile filename, type the path and file name for the key database file, for example, C:\psinstall\ibm\gsk4\bin\key.kdb. Type the same information that you used for step 3b on page 41 under Using the key management utility on page Type a timeout alue for SSL Version 2 session IDs. 6. Type a timeout alue for SSL Version 3 session IDs. 7. Click Submit. Step 8: Enabling SSL and determining the mode of client authorization Enable SSL and determine the mode of client authorization by following these steps: 1. In the left naigation pane, expand the category titled Security. 2. In the expanded list under Security, select Host Authorization. Ensure that Scope is set to the irtual host with which you are working, for example, <VirtualHost hostname.raleigh.ibm.com:443>. 3. For the field titled Enable SSL, select Yes. This enables SSL for the secure irtual host. 4. For the field titled Mode of client authentication to be used, select none. 5. For the field titled Serer certificate to use for this irtual host, type the certificate name from instruction 6 on page 41 under Using the key management utility on page Click Submit. Step 9: Restarting serices or systems To hae the new SSL settings take effect, follow these steps: Verifying your configuration On UNIX-based systems, restart the Tioli Presentation Serices HTTP Serer on the computer where Web Serices for the IBM Console is installed. See Starting and stopping the HTTP serer on page 119. On Windows systems, restart the computer where Web Serices for the IBM Console is installed. To erify your configuration, follow these steps: 1. Start Web Serices for the IBM Console. See Starting and stopping Web Serices for the IBM Console on page Installing and Configuring Tioli Enterprise Data Warehouse

59 2. Sign on to the Web ersion of the IBM Console as described in Getting started with the IBM Console on page 57. Use one of the following addresses, where computer_name is the fully qualified name of the computer where Web Serices for the IBM Console is running: If the SSL port number on the computer where Web Serices for the IBM Console is running is 443 (the default port number for SSL), type this address: Otherwise, type the following address, where SSL_port_number is the SSL port number on the computer where Web Serices for the IBM Console is running: Chapter 4. Enabling Secure Sockets Layer for the Web ersion of the IBM Console 45

60 46 Installing and Configuring Tioli Enterprise Data Warehouse

61 Chapter 5. Installing and using language support This chapter gies an oeriew of internationalization support for Tioli Enterprise Data Warehouse, proides instructions for installing language support, and describes how to use the language support. Oeriew of language support Tioli Enterprise Data Warehouse proides language support as follows: For working with reports in the IBM Console, you receie a language pack that you install on the report serer. The language support is on the Tioli Enterprise Data Warehouse Language Support CD. For data displayed in reports, the warehouse pack that places the data into the central data warehouse or data mart can make localized measurement names aailable, For the installation interfaces, messages are automatically displayed to the user in the language specified by the current locale. English messages with corresponding numbers are recorded in the installation log. For tasks performed using the DB2 product, including using the DB2 Control Center, the Data Warehouse Center, and the DB2 Warehouse Manager, language support is proided by the DB2 product. Be sure to use the appropriate DB2 installation media for your target languages. Read the IBM DB2 Uniersal Database for Windows Quick Beginnings or IBM DB2 Uniersal Database for UNIX Quick Beginnings for additional information. Depending on the packaging of the Tioli software with which you receied Tioli Enterprise Data Warehouse, it might be necessary to order DBCS support separately. Your Tioli sales representatie can proide additional information. Tioli Enterprise Data Warehouse supports many code sets and locales without translating the messages for the corresponding languages. Supporting a locale means that you can create and iew reports in that locale, but you might hae to iew all windows and messages in a different language, if translated messages are not aailable. The following languages are supported: Table 8. Languages and language codes for Tioli Enterprise Data Warehouse Language German French Italian Spanish Brazilian Portuguese Japanese Korean Simplified Chinese (PRC) Traditional Chinese (Taiwan) Language code de fr it es br jp kr cn tw 47

62 Installing language support You can install language support at the same time that you install the Tioli Enterprise Data Warehouse report interface component, or afterwards. The following sections describe these methods. Note: In a distributed installation, you can install language support with the report interface component only after all other components are installed. Installing language support with the report interface To install support for languages other than English at the same time that you install the report interface, do the following: 1. Locate the Tioli Enterprise Data Warehouse installation CD and the Tioli Enterprise Data Warehouse Language Support CD. 2. Start the Tioli Enterprise Data Warehouse installation wizard. If you are performing a single system installation, do this on the system where you are installing all the Tioli Enterprise Data Warehouse components. If you are performing a distributed installation, do this on the system where you are installing the report serer. This procedure works in either type of installation. The installation wizards are located in the root directory of the Tioli Enterprise Data Warehouse CD. Use the program appropriate to the operating system on which you are installing: Windows: setup.exe UNIX: setup_unix.sh If you want the installation wizard to use another temporary directory, see Specifying an alternate temporary directory on page 34 for an alternate procedure. 3. Complete the Tioli Enterprise Data Warehouse installation wizard until you are asked if you want to install additional languages. Select Yes, I want to install other languages and click Next. Note: When completing the wizard, do not use directory names that contain double byte character set (DBCS) characters. 4. Specify the Tioli Enterprise Data Warehouse Language Support CD as the source directory for the language support, then click Next. The language support installation starts a separate InstallShield program. This means that the following installation programs are running at the same time: The Tioli Enterprise Data Warehouse installation wizard The Tioli Enterprise Data Warehouse language support installation wizard Complete the language support installation wizard, whose windows are titled Installer, before continuing with the Tioli Enterprise Data Warehouse installation wizard, whose windows are titled Tioli Enterprise Data Warehouse Installation. 5. Proide the following information in the Installer windows: Do not change the name of the directory in which to install the language support files. This directory name and location must specify the existing location of the report serer files. Specify whether you want to install all languages or a subset. If you want a subset of languages, select them from the list presented by the wizard. 48 Installing and Configuring Tioli Enterprise Data Warehouse

63 6. On the summary window of the language support installation wizard, click Next to start the installation. 7. When the language support installation wizard completes, click Finish to exit the language support installation wizard and return to the Tioli Enterprise Data Warehouse installation wizard. 8. When the Tioli Enterprise Data Warehouse installation wizard completes, do not restart your system until the IBM Console finishes rebuilding the help set. The help set contains the user assistance (online help) for the IBM Console. This process happens asynchronously and is not always complete by the time the wizard has completed the installation of Tioli Enterprise Data Warehouse. To determine whether the help set rebuild is complete, look for the completion message in the Tioli Presentation Serices installation log. This log is in directory PS_directory/log/fwp_mcr, where PS_directory is the target directory you specified for Tioli Presentation Serices. The logs are named stdoutn. Look for the following message in the most recent stdoutn file. In some cases, the message can be in the second most recent stdoutn file. FWP1734I The utilty that was started by the Management Component Repository to build the help set has completed successfully. Applying language support to an existing report serer To add additional language support on an existing report serer, complete the following steps: 1. Make sure that all of the Tioli Enterprise Data Warehouse components are successfully installed. 2. Locate the Tioli Enterprise Data Warehouse Language Support CD. 3. On the report serer, start the language support installation wizard using the program appropriate to the operating system: AIX: TWHLPsetup_aix.bin Linux: TWHLPsetup_lin.bin Solaris: TWHLPsetup_sol.bin Microsoft Windows: TWHLPsetup_win.exe These programs are located in the root directory of the language support CD. 4. Proide the following information in the Installer windows: Do not change the name of the directory in which to install the language support files. This directory name and location must match the location of the report serer files. Specify whether you want to install all languages or a subset. If you want a subset of languages, select them from the list presented by the wizard. 5. On the summary window of the language support installation wizard, click Next to start the installation. 6. When the language support installation wizard completes, click Finish to exit. 7. Wait until the IBM Console finishes rebuilding the help set, which contains the user assistance for the IBM Console. This process happens asynchronously and is not always complete by the time the wizard has completed. To determine whether the help set rebuild is complete, look for the completion message in the Tioli Presentation Serices installation log. This log is in directory PS_directory/log/fwp_mcr, where PS_directory is the target directory you specified for Tioli Presentation Serices. The logs are named stdoutn. Chapter 5. Installing and using language support 49

64 Look for the following message in the most recent stdoutn file. In some cases, the message can be in the second most recent stdoutn file. FWP1734I The utilty that was started by the Management Component Repository to build the help set has completed successfully. Enabling the report interface for additional languages A warehouse pack can be created such that certain information in the reports, such as attribute names, displays in the language of the current locale. The documentation for each warehouse pack describes the following: Whether language support is proided The name of the jar file containing the resource bundle The name of each star schema that needs to be associated with the resource bundle For warehouse packs that support additional languages in the report interface, you must perform the following procedure on the report serer after installing the warehouse pack. If the application does not use the report interface or does not proide additional languages, you do not need to perform this procedure. 1. From the documentation for the warehouse pack, determine the name of the base resource bundle class and the names of the star schemas that need to be modified. The name has the following format: com.tioli.twh.product_code.nls Where product_code is a unique code that identifies product proiding the warehouse pack. This code is also the name of the source directory from which you installed the warehouse pack. 2. Verify that installation program copied the jar files containing these resource bundles into the PS_install_dir/cd directory, where PS_install_dir is the directory where Tioli Presentation Serices is installed. They must be in this directory to be in the class path for the IBM Console. Each resource bundle has two jar files, the base ersion and the internationalized (_intl) ersion. 3. Determine the IDs of the star schemas listed in the warehouse pack documentation by completing the following steps: a. Start the DB2 Control Center. From the Start menu, click Programs IBM DB2 Control Center. b. Expand the object tree until you see the Tables folder of the TWH_MD database. c. Click Tables. d. Locate the IWH.STARSCHEMA table in the list. Sort the list by schema, then locate the IWH schema named STARSCHEMA. e. Display a list of star schema names and IDs by right-clicking the schema name and clicking Sample Contents. f. In the Name column, locate each star schema named in the warehouse pack documentation and record its numeric ID from the IWHID field. 4. From a DB2 command prompt issue the following SQL command, making the appropriate substitutions for your warehouse pack: db2cmd db2 connect to twh_md user user_id using password db2 insert into rpi.relationship alues ( SchemaToResourceBundle, \ schema_id, nls_base_class_name, current timestamp) Where: 50 Installing and Configuring Tioli Enterprise Data Warehouse

65 user_id Specifies the DB2 user name. password Specifies the password for user user_id. schema_id Specifies the star schema ID obtained in step 3f. nls_base_class_name Specifies the base name of the Jaa resource bundle class from step 1. Specify the base name, not the internationalized that ends with _intl. For example, if the jar file is named specify com.tioli.twh.eco.nls. The alue SchemaToResourceBundle is case sensitie. After this procedure is performed, the report interface automatically uses the correct language in reports using those data marts built using these star schemas. Using language support in the report interface The report interface uses the locale settings of your Web browser. No additional configuration is required. See the help for your particular Web browser for instructions about changing the locale. Chapter 5. Installing and using language support 51

66 52 Installing and Configuring Tioli Enterprise Data Warehouse

67 Chapter 6. Getting started with the IBM Console Terms and definitions The IBM Console is the role-based user interface for performing tasks using Tioli management software. It presents and authorizes only the tasks that are releant to each role that a user is assigned. The IBM Console also proides consistent controls and behaiors across tasks and includes embedded user assistance. Tioli Enterprise Data Warehouse uses the Web ersion of the IBM Console. To use the Web ersion, users need only the appropriate Web browser (as described in the Tioli Enterprise Data Warehouse Release Notes) and the Web address for the IBM Console. This chapter proides the following: Terms and definitions used in the IBM Console An oeriew of the IBM Console How to sign on to and start using the IBM Console Information about the accessibility features of the IBM Console How to define user access to data marts and reports with IBM Console users and groups How to create or customize data marts. How to customize or create reports, if wanted. The following terms represent important concepts in the IBM Console. context menu resource role task task group user A menu that presents the actions that are releant for a particular item and that is shown only when a user requests it. A hardware, software, or data entity that is managed by Tioli management software. A job function, such as software distributor, that identifies the tasks that a user can perform and the resources to which a user has access. A user can be assigned one or more roles. An actiity that has business alue, is initiated by a user, and is performed by software. A method for organizing tasks into logical categories. A person who uses Tioli management software and is assigned one or more roles. The IBM Console Following are the key components of the Web browser-based interface to the IBM Console. These components are illustrated in Figure 4 on page 55 and Figure 5 on page 56. banner area The area that is located below the title bar and can be customized by a system administrator to include releant information for a particular organization. For example, in the banner area, an organization might want 53

68 to include the role descriptor for the particular user, the company logo, and links to Internet and intranet sites. portfolio The primary way that your work is organized within the IBM Console. The portfolio is a container for the tasks that apply to each role that you hae been assigned. It is titled My Work. When the portfolio is closed, it is indicated by the down arrow on the portfolio title bar. When the portfolio is open, it displays within the IBM Console to the left of the work area. taskbar The bar that is located below the work area and contains a button for each task window. As shown in Figure 4 on page 55, the far right section of the taskbar also includes a button for each of these actions: Resetting your Web browser if you hae display problems Signing off of the IBM Console task button A button on the taskbar that represents a task window. A task can hae multiple task windows. When you click a task button, the associated task window opens in the work area. Each task button also includes a small icon that indicates the status of the task. Task Assistant The place to go for answers to your questions. The Task Assistant is represented by the question mark in the upper right of the IBM Console. When it is open, the Task Assistant displays within the IBM Console to the right of the work area. The Task Assistant proides help for the tasks that you are performing at any gien moment. This includes help for all Tioli management software that is installed at your location. For detailed information about the IBM Console, refer to the Oeriew section within the Table of Contents in the Task Assistant. work area The area in which task windows are displayed. This area does not include the portfolio and the Task Assistant. Notes: 1. The Web ersion of the IBM Console includes a context menu icon that indicates whether an item has a context menu. This icon is illustrated in Figure 4 on page The Web ersion of the IBM Console runs in kiosk mode. Kiosk mode is the mode of a Web browser in which none of the browser controls, such as the browser menu bar and toolbar, are shown. 54 Installing and Configuring Tioli Enterprise Data Warehouse

69 Figure 4. IBM Console on the Web with Portfolio Open Chapter 6. Getting started with the IBM Console 55

70 Figure 5. IBM Console on the Web with Task Assistant Open Accessibility Accessibility features help a user who has a physical disability, such as restricted mobility or limited ision, to use software products successfully. These are the major accessibility features of the Web ersion of the IBM Console: You can use screen reader software and a digital speech synthesizer to hear what is displayed on the screen. You can also use oice recognition software, such as IBM ViaVoice, to enter data and to naigate the user interface. You can operate all features using the keyboard instead of the mouse. The keyboard shortcuts are the standard keyboard shortcuts for your Web browser. You can change the font size and color scheme through the standard controls for these items in your Web browser. You can use the following JAWS (Job Access with Speech) screen reader with the IBM Console: JAWS for Windows 3.7. For information about this screen reader, see the following Web site: 56 Installing and Configuring Tioli Enterprise Data Warehouse

71 Getting started with the IBM Console This section proides some important information for system administrators, explains how to start and sign on to the IBM Console, how to use the portfolio to locate the tasks you perform, and how to open and close the Task Assistant online help. Oeriew of system administration tasks As a system administrator for your organization, your initial user name and password are: User Name Password superadmin password After you sign on to the IBM Console with this user name and password, you can perform these tasks: Manage users Create a user View or update the properties of a user Delete a user Manage roles Create a role View or update the properties of a role Delete a role To ensure the integrity of your organization s e-business infrastructure, change the initial password for the superadmin user name after you sign on to the IBM Console. To do this, click Manage Users in the portfolio, and follow the instructions in the Task Assistant. For the IBM Console, do not use passwords with double-byte characters. Some systems do not hae an input method for double-byte character sets, and most Web browsers do not allow the direct entry of double-byte characters in password fields. If necessary, you can bypass this problem by cutting and pasting the password into the password field. Signing on to the IBM Console To sign on to the Web ersion of the IBM Console, follow these steps: 1. Open your Web browser. 2. Type one of the following addresses, where computer_name is the fully qualified name of a computer where Web Serices for the IBM Console is running. The text IBMConsole is case-sensitie; type it exactly as shown. The address you use depends on whether the Secure Sockets Layer (SSL) has been enabled on the computer where Web Serices for the IBM Console is running and which port number the serer is using. If SSL is not enabled and the number for the HTTP serer port on the computer where Web Serices for the IBM Console is running is 80 (the default port number), type this address: Chapter 6. Getting started with the IBM Console 57

72 If an alternate port is used, type this address, where port_number is the number for the HTTP serer port on the computer where Web Serices for the IBM Console is running: If SSL has been enabled on the computer where Web Serices for the IBM Console is running and the SSL port number on that computer is 443 (the default port number for SSL), type this address: If an alternate port is used, type this address, where SSL_port_number is the number for the SSL port on the computer where Web Serices for the IBM Console is running and SSL is enabled: For more information about the SSL port, see Step 4: Configuring a secure host IP and an additional port for the secure serer on page Press Enter. 4. In the signon window that opens, type your user name and password. Using the portfolio After you hae signed on to the IBM Console, open the portfolio to begin the tasks that hae been assigned to you as part of your role. Within the portfolio, your tasks are organized into task groups. To iew the list of tasks under a particular task group, click the task group to expand it. When the task group is expanded, click the task that you want to start. The user assistance that is aailable in the Task Assistant contains more detailed information about the IBM Console in general and the tasks in your portfolio. Opening the Task Assistant Open or close the Task Assistant by clicking the question mark (?) in the upper right corner of the work area. Using the IBM Console with Tioli Enterprise Data Warehouse Use the Work with Reports task group in the portfolio to manage users, groups, and data marts for Tioli Enterprise Data Warehouse or to run, create, and iew Tioli Enterprise Data Warehouse reports. This following sections describe how to do the following tasks: Working with users, roles, and groups Working with data marts Working with reports Note: These sections only apply to applications that use the report interface to display reports and manage data marts. If you are using an application that proides reports in a different format and does not use the report interface format for its data marts, you do not perform any of these operations. Managing user groups This section describes tasks associated with managing user groups for Tioli Enterprise Data Warehouse. It includes the following topics: An oeriew of users and user groups 58 Installing and Configuring Tioli Enterprise Data Warehouse

73 Creating an IBM Console user An oeriew of the Tioli Enterprise Data Warehouse roles Assigning roles to a user Creating a user group Assigning users to a user group About users and user groups Tioli Enterprise Data Warehouse is displayed using the IBM Console, which is also used by other Tioli software products. A user is gien access to tasks in the IBM Console based on the roles that are assigned to that user. One user can hae roles for dierse tasks including administering IBM Console users, managing Tioli Enterprise Data Warehouse user groups and data marts, running and iewing the output of Tioli Enterprise Data Warehouse reports, and performing tasks associated with other Tioli software products. You control access to data in Tioli Enterprise Data Warehouse data marts by specifying which user groups (collections of users) can run the reports that access the data in each data mart. Each user in a user group is gien access to all reports that access the data in the data marts to which that user group has access. By default, Tioli Enterprise Data Warehouse proides the TWHAdmin user group, which contains a single user: superadmin. You can customize the TWHAdmin user group for the needs of your enterprise. A user can be assigned to more than one user group. Creating a user To create an IBM Console user, complete the following steps: 1. From the portfolio of the IBM Console, select Administer Users and Roles Create a User. 2. Open the Task Assistant and follow the instructions proided in the online help to create a user. You can assign roles to a user when you create the user or at a later time. See The Tioli Enterprise Data Warehouse roles for information about Tioli Enterprise Data Warehouse roles and see Assigning roles to a user on page 60 for instructions for adding roles later. The online help also guides you through additional tasks for managing users, such as updating or displaying the properties of a user and deleting a user. The Tioli Enterprise Data Warehouse roles The following Tioli Enterprise Data Warehouse roles control access to tasks and actiities in the Work with Reports task group: Warehouse Security Administrator With this role, a user can create and manage groups and data marts. A user with this role controls access to data marts by assigning users to groups and by giing groups access to specific data marts. In effect, this role controls access to the Tioli Enterprise Data Warehouse data using user groups and data marts. Report roles control a user s ability to create and modify reports for the data marts his user groups can access. Assign only one of the following roles to each user: Adanced Report Author With this role, a user can create, modify, run, and delete public and their own personal reports, and sae the output of reports, both public and personal. Chapter 6. Getting started with the IBM Console 59

74 Report Author With this role, a user can run and sae the output of public reports and create and modify their own personal reports. They can run public and personal reports, and create, modify, and delete personal reports. Report Reader With this role, a user can run public reports and iew the saed output of public reports. For general information about IBM Console roles, see the online help in the Task Assistant. Assigning roles to a user To assign a role to a user, complete the following steps: 1. From the portfolio of the IBM Console, select Administer Users and Roles Manage Users. 2. From the table of users, click the context menu icon of a user and select Properties. 3. Follow the instructions in the Task Assistant about assigning roles to the user. The online help also guides you through additional tasks for managing users, such as updating or displaying the properties of a user and deleting a user. Creating user groups To create a user group, complete the following steps: 1. From the portfolio of the IBM Console, select Work with Reports Manage User Groups. 2. In the Manage User Groups window, click the context menu icon of Root and select Create. 3. Follow the instructions in the Task Assistant about creating user groups. The online help also guides you through additional tasks for managing user groups, such as updating or displaying the properties of a user group, adding users to a user group, and deleting a user group. Assigning users to user groups To assign one or more users to a user group, perform the following steps: 1. From the portfolio of the IBM Console, select Work with Reports Manage User Groups. 2. In the Manage User Groups window, click the context menu icon of a group and select Properties. 3. Follow the instructions in the Task Assistant about assigning users to user groups. The online help also guides you through additional tasks for managing user groups, such as updating or displaying the properties of a user group, adding or remoing users from a user group, and deleting a user group. Managing Tioli Enterprise Data Warehouse reports Tioli Enterprise Data Warehouse reports display a static iew of the data in a data mart. Reports are proided by a warehouse pack, along with the data marts required to collect the data used in the report. This section describes the following tasks: Running a report 60 Installing and Configuring Tioli Enterprise Data Warehouse

75 Automatically running reports Modifying default settings for report creation Creating a report For more information about working with reports, see the online help in the Task Assistant. About Tioli Enterprise Data Warehouse reports Tioli software products using the Tioli Enterprise Data Warehouse can proide prepackaged reports that allow you to access specific information about your business enironment. All of these reports are listed in the Manage Reports and Report Output task of the Work with Reports task group in the portfolio. This includes reports from all Tioli software products that use the Tioli Enterprise Data Warehouse report interface. Tioli software products can also proide a different reporting interface. A Tioli Enterprise Data Warehouse report uses data from a single data mart. If you hae the appropriate role, you can also create additional reports or modify existing reports. Before you can create a new report or modify an existing report, you must understand the structure of the underlying warehouse data and of the operational data that is the source of that data. For information about a Tioli software product s data sources, see the documentation proided with that product. For information about the structure of data in the data mart and in the central data warehouse, see Enabling an Application for Tioli Enterprise Data Warehouse. Running a report To run a report using the report interface, complete the following steps: 1. From the portfolio of the IBM Console, select Work with Reports Manage Reports and Report Output. 2. In the Manage Reports and Report Output window, in the Reports iew, click the context menu icon of a report and select Run. 3. For more information about running reports, see the online help in the Task Assistant. The online help can also guide you through additional tasks for reports, such as displaying the properties of a report and deleting a report. Automatically running reports Using the Tioli Enterprise Data Warehouse report interface, you can schedule a report to run automatically when the associated data mart is updated. This ensures that when you examine the output of the report, it displays the most recent data in the warehouse. To schedule a report to run automatically when the associated data mart is updated, complete the following steps: 1. From the portfolio of the IBM Console, select Work with Reports Manage Reports and Report Output. 2. In the Manage Reports and Report Output window, in the Reports iew, click Reports. 3. Click the context menu icon of a report and select Properties. 4. For more information about automatically running reports, see the online help in the Task Assistant. Chapter 6. Getting started with the IBM Console 61

76 The online help can also guide you through additional tasks for reports, such as modifying or displaying the properties of a report and deleting a report. Modifying default settings for report creation When you create or modify a report, you select predetermined alues for the time frame of the report. The predetermined alues of Peak Hours and Weekdays specified under Filtering in the Time page of report properties can be modified. Do this by modifying the information in the control database on the control serer. The default alue for Peak Hours is 9:00 am through 5:00 PM, or 0900 to This alue can be modified to reflect different peak hours if necessary. The default alue for Weekdays is Monday through Friday. This alue can also be modified. The RPI.TimeFilters table contains the following filters and default filter alues. Table 9. Default time filter names and alues TIME_FILTER_NAME TIME_FILTER_VALUES Peak Hours hour(meas_hour) in (9,10,11,12,13,14,15,16,17) Weekdays dayofweek(meas_date) between 2 and 6 To change the alues displayed in the report interface, perform the following steps: 1. Connect to the control database (TWH_MD). 2. Use an SQL statement similar to the following to modify the alues for Peak Hours or Weekdays in the RPI.TimeFilters table. The following example sets the Weekdays filter to represent Sunday through Thursday: Update RPI.TimeFilters set TIME_FILTER_VALUES = dayofweek(meas_date) between 1 and 5 where TIME_FILTER_NAME = Weekdays After doing this, when a user selects a Weekdays filter for a report in the report interface, the data returned is for Sunday through Thursday. Note: There is no error checking for the alues inserted into the tables for Peak Hours and Weekdays. Therefore, make sure that the information you insert into the tables is correct. You can sae a report that contains incorrect alues for these parameters without receiing an error message. The message is not generated until the report is run. For additional information on the properties of the RPI.TimeFilters table, see Enabling an Application for Tioli Enterprise Data Warehouse. Creating a report To create a report, complete the following steps: 1. From the portfolio of the IBM Console, select Work with Reports Create a Report. 2. For more information about creating a report, see the online help in the Task Assistant. Note: Make sure that you use descriptie and meaningful names for the reports you create. Report names are unique across all users of Tioli Enterprise Data Warehouse. You can receie a message that the name you specified is already in use, een if you do not hae access to the report with that name. 62 Installing and Configuring Tioli Enterprise Data Warehouse

77 The online help also guides you through additional tasks for reports, such as modifying or displaying the properties of a report and deleting a report. Managing data marts The Managing Data Marts task in the portfolio lets you work with data marts. This section includes the following topics: An introduction to data marts Assigning user groups to a data mart For more information about working with data marts, see the online help in the Task Assistant. About data marts Warehouse packs that use the report interface to display reports must create data marts whose structure is suitable for the report interface. They do this by proiding an extract, transform, and load (ETL) process, called a data mart ETL, that creates the data mart and loads it with data from the central data warehouse. You can modify an existing data mart, or create new data marts that contain slightly different data, to address a reporting need specific to your situation. To modify or create a data mart, you must be familiar with database ETL processes and with the internal representation of a data mart as star schemas in the Tioli Enterprise Data Warehouse databases. For information about this, see Enabling an Application for Tioli Enterprise Data Warehouse. Assigning user groups to a data mart To assign user groups to a data mart, complete the following steps: 1. From the portfolio of the IBM Console, select Work with Reports Manage Data Marts. 2. In the Manage Data Marts window, in the Data Mart iew, click the context menu icon for the data mart that you want to change and click Properties. 3. Select the User Groups tab. 4. For more information about assigning user groups to a data mart, see the online help in the Task Assistant. Note: Grant access to only those user groups whose users need the data mart to perform tasks. The online help can guide you through additional tasks for managing user groups, such as updating or displaying the properties of a user group, remoing users from a user group, and remoing data mart access from a user group. Chapter 6. Getting started with the IBM Console 63

78 64 Installing and Configuring Tioli Enterprise Data Warehouse

79 Chapter 7. Getting started with Tioli Enterprise Data Warehouse This chapter describes configuration tasks to perform after installation and how to perform these tasks using the Data Warehouse Center. The Data Warehouse Center runs on the control serer and requires you to perform the scheduling of application ETL processes on a machine running Microsoft Windows NT or Microsoft Windows The configuration tasks include the following: Specifying properties for the Tioli Enterprise Data Warehouse data sources and targets Configuring and scheduling the extract, transform, and load (ETL) programs that: Place data into the central data warehouse Extract data from the central data warehouse and create the star schemas that make up data marts Opening the IBM DB2 Data Warehouse Center To open the IBM DB2 Data Warehouse Center, perform the following steps: 1. On the Windows taskbar, click Start Programs IBM DB2 Control Center. The Control Center window is displayed. 2. Start the DB2 Data Warehouse Center. From the DB2 Control Center, click Tools Data Warehouse Center. The Data Warehouse Center Logon window is displayed. 3. In the Data Warehouse Center Logon window, type the user ID and password for the control database of the Data Warehouse center. This information was specified during Tioli Enterprise Data Warehouse installation. If you don t know the user ID and password, contact your database administrator. After logon, close the Data Warehouse Center Launchpad window if it is displayed. Specifying the control database for the Data Warehouse Center The first time you open the Data Warehouse Center and if you are using the Data Warehouse Center with applications other than Tioli Data Enterprise Warehouse, you might need to set the control database in the IBM DB2 Data Warehouse Center as follows: 1. On the Windows taskbar, click Start Programs IBM DB2 Control Center. The Control Center window is displayed. 2. From the DB2 Control Center, start the DB2 Data Warehouse Center by clicking Tools Data Warehouse Center. The Data Warehouse Center Logon window is displayed. 3. In the Data Warehouse Center Logon window, click Adanced. 4. Type TWH_MD for the control database and click OK. 5. Click Cancel to close the logon panel. 6. Open the Data Warehouse Center - Control Database Management window. On the Windows taskbar, click Start Programs IBM DB2 Warehouse Control Database Management. 7. Type TWH_MD in New control database. 8. Type the DB2 user name and password and click OK. 65

80 9. When the Processing has completed message appears, click Cancel. What to do if your Data Warehouse Center logon fails If your Data Warehouse Center logon fails, you must check to ensure that the control database TWH_MD is defined correctly in the following areas: The Data Warehouse Center The Warehouse Control Database Manager The ODBC data sources for warehouse packs Specifying the control database (TWH_MD) for the Data Warehouse Center 1. On the Windows taskbar, click Start Programs IBM DB2 Control Center. The Control Center window is displayed. 2. From the DB2 Control Center, start the DB2 Data Warehouse Center by clicking Tools Data Warehouse Center. The Data Warehouse Center Logon window is displayed. 3. In the Data Warehouse Center Logon window, click Adanced. 4. Type TWH_MD for the control database and click OK. 5. Click Cancel to close the logon panel. Specifying the control database (TWH_MD) for the Warehouse Control Database Manager 1. On the Windows taskbar, click Start Programs IBM DB2 Warehouse Control Database Management. The Data Warehouse Center - Control Database Management window is displayed. 2. Type TWH_MD for New control database. 3. Type the DB2 user ID and password and click OK. 4. When the Processing has completed message appears, click Cancel. Specifying the control database (TWH_MD) for ODBC data sources 1. On Microsoft Windows 2000, select Administratie Tools from the Control Panel window and then double-click Data Sources (ODBC). 2. On Microsoft Windows NT, select ODBC Data Sources from the Control Panel window. 3. Click the System DSN tab and click Add. 4. In the Create New Data Source window, select IBM DB2 ODBC Drier from the list and click Finish. 5. In the ODBC IBM DB2 Drier - Add window, enter TWH_MD for the Data source name, TWH_MD for the Database alias, and TWH_MD for the Description. Click OK. 6. In the ODBC Data Source Administrator window, select TWH_MD and click Configure. 7. In the DB2 Message window, click Yes. 8. In the Connect To DB2 Database window, enter the DB2 logon information and click OK. If you receie an error, iew the error message text to determine if the user ID and password information entered is correct. 9. In the CLI/ODBC Settings - DB2 window, click Cancel. 66 Installing and Configuring Tioli Enterprise Data Warehouse

81 10. Click OK. Your set up and connection are complete. Specifying properties for Tioli Enterprise Data Warehouse sources and targets After installing Tioli Enterprise Data Warehouse, you must use the IBM DB2 Data Warehouse Center to specify properties for data sources and targets for warehouse data. Application data that is to be loaded into the central data warehouse is known as a source, and data generated from an ETL process is known as a target. To specify the properties for data sources and targets, perform the following steps: 1. Open the Data Warehouse Center. 2. In the left pane of the Data Warehouse Center window, expand the Warehouse Sources folder and Warehouse Targets folder. 3. The first three letters in the names of the sources and targets listed identify the application that defined each process. You need to know the application that defined each source and target in order to refer to the applicable documentation for source and target information. 4. For each item in the Warehouse Sources folder and Warehouse Targets folder, perform the following: a. Right-click the source or target name and select Properties. b. Click the Database tab. c. Type the appropriate information for the DB2 user ID and password. This information proides the DB2 user ID and password for the database for the applicable application, and is set by the person who installed the application. Specifying ODBC connections for Tioli Enterprise Data Warehouse warehouse packs After installing Tioli Enterprise Data Warehouse, you must specify ODBC data sources for the warehouse packs you installed. To specify the ODBC data sources for warehouse packs, perform the following steps: On Microsoft Windows NT, perform the following steps: 1. On the Windows taskbar, click Start Settings Control Panel. 2. Double-click ODBC Data Sources. On Microsoft Windows 2000, perform the following steps: 1. On the Windows taskbar, click Start Settings Control Panel. 2. Double-click Administratie Tools. 3. Double-click Data Sources (ODBC). Click the System DSN tab. Click Add. In the Create New Data Source window, select the appropriate drier from the list. The drier needed for the warehouse pack differs for each warehouse pack. See the warehouse pack documentation for more information or see the information proided on the Merant Web site: Chapter 7. Getting started with Tioli Enterprise Data Warehouse 67

82 Type the warehouse pack data source name for Data source name, the name of the physical database containing the application data for the Database alias, and a description of the warehouse pack database for Description. See the warehouse pack documentation for the information you need to add. After you enter this information, follow the instructions displayed to finish setting up your warehouse pack ODBC data sources. Click Finish. In the ODBC Data Source Administrator window, select the appropriate database alias and click Configure. In the DB2 Message window, click Yes. In the Connect To DB2 Database window, enter the DB2 logon information and click OK. If you receie an error, iew the error message text to determine if the user ID and password information entered is correct. In the CLI/ODBC Settings - DB2 window, click Cancel. Click OK. Your set up and connection are complete. Configuring and scheduling warehouse pack ETL processes To configure and schedule warehouse pack ETL processes for Tioli Enterprise Data Warehouse, you must do the following: 1. Determine which warehouse packs are installed. 2. Run ETL processes that should only be run once, if any, for each warehouse pack. 3. Determine whether any of the ETL processes for the warehouse packs hae dependencies on other ETL processes. Dependencies can exist between the ETL processes for a single warehouse pack and between ETL processes of different warehouse packs. The documentation proided with each warehouse pack indicates if there are dependencies for any of the ETL processes for that warehouse pack. 4. If there are dependencies between any ETL processes, then you need to specify shortcuts to link the dependent processes together and run them sequentially. If there are no dependencies between any ETL processes, you can schedule ETL processes to run at specified times. 5. Specify a time frame and interal for when and how often to run the ETL processes. Note: You can combine scheduling methods and schedule some processes to run sequentially and others to run at specified times. In this case, you must follow both sets of instructions as appropriate for configuring some ETL processes to run sequentially and others to run at specified times. Determining the warehouse packs installed To determine the warehouse packs currently installed: 1. Open the Data Warehouse Center. 2. In the left pane of the Data Warehouse Center window is a Subject Areas folder. This folder contains a folder for Tioli Enterprise Data Warehouse and a folder for each warehouse pack. Naming conentions for the application folders listed in the Subject Areas folder are defined in Enabling an Application for Tioli Enterprise Data Warehouse. 68 Installing and Configuring Tioli Enterprise Data Warehouse

83 3. Expand the Subject Areas folder by clicking the plus sign (+) next to Subject Areas. The order of the applications listed in Subject Areas is alphabetical. Running ETL initialization processes Each warehouse pack folder in the Subject Areas folder contains a Processes folder that contains the ETL processes defined by the warehouse pack. Expand the Processes folder for each warehouse pack by clicking the plus sign (+) next to the folder name. ETL initialization processes are proided by some warehouse packs and are identified in the documentation proided with the warehouse pack. The naming conention for ETL initialization processes helps you to identify them in the Processes folder for each warehouse pack. For example, the names of ETL initialization processes contain the word Initialize, as follows: PRODUCT_CODE_c05_Initialize_Process and the names of ETL steps contain init, as follows: PRODUCT_CODE_c05_s010_init ETL initialization processes are run only one time. Running the ETL initialization processes more than one time can result in errors in your central data warehouse. Follow the instructions in Scheduling your ETL steps on page 74 to schedule the ETL initialization processes to run one time. After these run, iew the log information as specified in Reiewing log information on page 77 to erify that the ETL initialization processes completed successfully. Note: Some warehouse packs proide additional processes, such as archiing processes, that should only be run once. See the documentation proided with each warehouse pack in order to determine if there are other processes that should be run only once for the warehouse pack. Determining application ETL process dependencies ETL process dependencies are proided in the documentation for each warehouse pack. The ETL process names listed in the Processes folder follow a naming conention proided in Enabling an Application for Tioli Enterprise Data Warehouse. The names of the ETL processes can help determine the order in which they should run. In summary, ETL process names are constructed as follows: PRODUCT_CODE_Process ID_Process Description_Process PRODUCT_CODE is the unique code identifying the warehouse pack. Process ID equals cnn or mnn. The cnn process IDs represent ETL processes that load data into the central data warehouse, also known as central data warehouse ETL processes. The mnn process IDs represent ETL processes that write data to the one or more star schemas from which reports are created, also known as data mart ETL processes. nn is a two digit number starting with 05. Process Description is a description of the process. For example: APM_c05_Initialize_Process Chapter 7. Getting started with Tioli Enterprise Data Warehouse 69

84 Considerations for scheduling ETL processes to run at specified times For the ETL processes without dependencies, you can schedule them to run at specified times. This does not guarantee that they run sequentially. This requires less time initially to set up the ETL processes, but you also need to consider the following: All ETL processes scheduled to run at a specified time attempt to run een if an ETL process fails. If the problem occurred with a specific ETL, then the remaining ETL processes attempt to run. If the problem occurred due to a space constraint or another problem that affects all ETL processes, then other ETL processes also fail. This can result in a complex recoery scenario. Running ETL processes at specified times can cause errors if there are unknown dependencies between any of the ETL processes. All ETL processes that update tables in the central data warehouse should not be scheduled at the same time. There might be unknown dependencies in the data, and updates to the same tables might cause performance problems depending on your enironment. You can schedule ETL processes to run sequentially een if there are no documented dependencies. This ensures that ETL processes do not start unless all preceding processes completed successfully, which allows you to easily identify the failing process in the eent of an error. Considerations for scheduling ETL processes to run sequentially If there are dependencies between ETL processes as indicated in the documentation for the warehouse packs, you must schedule these ETL processes to run sequentially. This requires more time initially to set up the ETL processes, but if there are errors during the ETL run cycle, debugging and recoery procedures require less effort. The following list describes some of the considerations for scheduling your ETL processes to run sequentially: You must create shortcuts to link all dependent ETL processes together. With shortcuts, you only specify when and how often the first ETL process runs. All other dependent application ETL processes run automatically because they are linked to that process. When an error is encountered, the subsequent step in the ETL process does not run. This results in a less complicated recoery scenario. Disabling the scheduling for processes that are linked together only requires you to disable the first process. None of the processes that are linked to the first process run if the first process does not run. Processes should run in the following order: 1. Processes named PRODUCT_CODE_cnn_Process Description_Process, in increasing order of the nn alue for each warehouse pack 2. Processes named PRODUCT_CODE_mnn_Process Description_Process, in increasing order of the nn alue for each warehouse pack You must schedule the ETL processes with dependencies to run after the ETL processes on which there are dependencies. If necessary, determine the order of ETL scheduling for the warehouse packs listed and make a note of it for easy reference. For information about whether there are dependencies for a warehouse pack, see the documentation for that warehouse pack. 70 Installing and Configuring Tioli Enterprise Data Warehouse

85 For example, if you hae two warehouse packs, AP1 and AP2, and AP2 has a dependency on AP1, and the following ETL steps for two warehouse packs: AP1_c15_s010_LoadProcess AP1_c10_s010_TransformProcess AP1_c05_s010_ExtractProcess AP1_m05_s010_MartProcess AP2_c05_s010_ExtractProcess AP2_m05_s010_MartProcess The ETL steps must be linked together in the following order: 1. AP1_c05_s010_ExtractProcess (contains a shortcut to AP1_c10_s010_TransformProcess) 2. AP1_c10_s010_TransformProcess (contains a shortcut to AP1_c15_s010_LoadProcess) 3. AP1_c15_s010_LoadProcess (contains a shortcut to AP2_c05_s010_ExtractProcess) 4. AP2_c05_s010_ExtractProcess (contains a shortcut to AP1_m05_s010_MartProcess) 5. AP1_m05_s010_MartProcess (contains a shortcut to AP2_m05_s010_MartProcess) 6. AP2_m05_s010_MartProcess Attention: It is important that ETL processes with dependencies are run in the proper order. Failure to do so can result in serious errors in the central data warehouse. Creating shortcuts for ETL processes You create shortcuts for application ETL processes in order to run them in a specified order and ensure that they do not run if the preious ETL process did not complete successfully. If you are defining shortcuts, link the application ETL processes together in the following order: Link all application central data warehouse ETL processes together. Link the last step in the last central data warehouse ETL process to the first step in the first data mart ETL process. Link all application data mart ETL processes together. Notes: 1. Some applications might not proide data mart ETL processes. 2. Some applications proide processes, such as initialization processes, that should only be run once. Do not link these processes with shortcuts. See the documentation proided with each warehouse pack to determine which processes, if any, should only run once. 3. Before creating shortcuts, make a backup copy of the TWH_MD database in case you need to recoer to the initial state of the installed warehouse pack. If you are linking all ETL steps together with shortcuts, repeat the following steps to link all the central data warehouse ETL processes listed in the Processes folder together for all applications. The last central data warehouse ETL process will hae a Chapter 7. Getting started with Tioli Enterprise Data Warehouse 71

86 shortcut to the first step in the first data mart ETL process if data mart ETL processes exist. The remaining data mart ETL processes are then linked together for all warehouse packs. Perform the following steps to create a shortcut: 1. In the Data Warehouse Center window in the Processes folder for a warehouse pack, double-click the name of the first warehouse pack ETL process to be run. The Process Model window is displayed, which illustrates how data is transformed by that ETL process. The ETL process flow is defined in steps, and the data tables used in the process are distinguished from the actual steps by different icons. Scroll down in the Process Model window to find the name of the last step run in the process. Figure 6. Process Model window of the Data Warehouse Center 2. Change the mode of the last step in the process in which you are creating a shortcut as follows: a. From the Process Model window, right-click the step name of the last step in the Process Model window as shown in the following figure. b. Select Mode. c. Select Deelopment. Steps must be in Deelopment mode to create or modify shortcuts. 72 Installing and Configuring Tioli Enterprise Data Warehouse

87 Figure 7. Process Model window. Changing the mode of a process step 3. Click the create shortcut icon (cured arrow) at the lower left of the Process Model window and moe the mouse to an empty location below the last step in the Process Model window and click again. The Create Shortcut window is displayed. 4. In the Create Shortcut window, locate the appropriate Processes folder and select the process that contains the next step to be run. The process that you select is either the next process listed in the Processes folder for the same warehouse pack, or it is the first process listed in the Processes folder for the next warehouse pack. The next step to run is the first step in this new process. 5. Select the next step to be run, moe the step from Aailable steps to Selected steps by clicking >, and then click OK. The shortcut is added to the Process Model window. Shortcuts are identified by a cured arrow attached at the lower left of the step icon and the name of the shortcut reflects the next ETL step to be run. 6. Right-click the newly added shortcut in the Process Model window, click the multicolored arrow icon on the left tool bar and select On success. When the ETL processes run, the On success parameter specifies that the step called by the shortcut only runs if the preious step completed successfully. If an error occurs when the step runs, that step exits and subsequent steps are not run. 7. Moe the mouse back to the last step in the process, the step that links to the shortcut, click the mouse and drag the mouse to the shortcut. A green arrow Chapter 7. Getting started with Tioli Enterprise Data Warehouse 73

88 now links the step to the shortcut. Green indicates that the shortcut runs only if the preceding step completed successfully. The shortcut is now the last step in the process. 8. In the Process Model window, click Process Sae. 9. Click the X icon in the upper right of the Process Model window to close the Process Model window. 10. The next process in which you create a shortcut is the process that contains the step called from the new shortcut. For additional information on creating shortcuts, see the Data Warehouse Center Administrator Guide. Scheduling your ETL steps The ETL scheduling process specifies when and how often the ETL processes run. The best time to schedule ETL processes is during times of minimal system actiity. The time required for an ETL process to complete is dependent upon the amount of data generated by the application. It is recommended that the ETL processes not be scheduled during regular business hours. If you linked ETL processes together with shortcuts, you specify scheduling parameters for the first step in the first ETL processes that you hae linked together. The remaining processes are run automatically upon the successful completion of the preious step. If any step in an ETL process fails, none of the remaining processes are run. The same procedure is followed for each ETL process that you are scheduling, but for ETL processes that only run once, you specify different parameters in the Schedule window, as shown in the following steps: 1. After a warehouse pack installation, the mode of the steps in the ETL processes should be set to Deelopment. Howeer, if you need to change the mode for the ETL steps, perform the following steps: a. In the left pane of the Data Warehouse Center window, expand the Administration folder. b. Expand the Programs and Transformers folder. c. Expand the User-Defined Programs and Transformers folder. d. Expand the Tioli folder. e. Double-click the SQLScript folder. f. Select all the steps except shortcuts, if they hae been created, and right-click. g. Select Mode. h. Select Test or Deelopment. A step must be in Test mode or Deelopment mode to schedule it. 2. From the Processes folder, select the process that contains the first step to run. The indiidual steps contained in the process are listed in the right pane of the Data Warehouse Center window. 3. In the right pane of the Data Warehouse Center window, select the step that you want to schedule and select Schedule. The Schedule window is displayed. 4. If you are running an ETL step that should only run once, perform the following steps: 74 Installing and Configuring Tioli Enterprise Data Warehouse

89 a. From the Interal drop-down list in the Schedule window, select One time only and enter the day and time for the step to run. b. Click Add. If you are scheduling an ETL step to run automatically, perform the following: a. In the Schedule window, select an interal other than One time only and enter a frequency, day, and start and end date. This specifies when and how often the ETL step runs. b. Click Add. 5. Click the Notification tab in the Schedule window. Figure 8. Notification page of the process scheduling window 6. Select Notify on: Completion as the action to be taken when the ETL step is run. Specify an recipient to be notified on completion of the step. This proides notification when steps complete and helps you monitor the ETL run cycle. After you enter all appropriate information, click Add. See the IBM DB2 Uniersal Database Data Warehouse Center Administration Guide or the online help for the Data Warehouse Center for more information about setting notification. Note: It is strongly recommended that you select Notify on: Completion for each step in your ETL processes. This information is helpful for monitoring your ETL processes. 7. Click OK. Chapter 7. Getting started with Tioli Enterprise Data Warehouse 75

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