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Oracle® Business Intelligence Data Warehouse Administration Console Installation, Configuration, and Upgrade Guide
Release 10.1.3.4

Part Number E12653-02
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5 Configuring DAC

This section provides a description of the system configuration that is handled by the Oracle Universal Installer during the installation process, instructions for the configuration you need to perform, and instructions for logging in to the DAC and upgrading the DAC Repository schema

This section includes the following topics:

Note:

You must perform the procedures in Installing JDBC Drivers for DAC Database Connectivity through Configuring the Connection Between the DAC Server and DAC Repository in the order they appear in this document.

System Configuration Handled by the Oracle Universal Installer

The following system configuration for Windows and Linux is handled by the Oracle Universal Installer during the installation process.

Installing JDBC Drivers for DAC Database Connectivity

You must install the appropriate JDBC driver in the $ORACLE_HOME\bifoundation\dac\lib directory to enable DAC database connectivity.

To install JDBC drivers in the ORACLE_HOME\bifoundation\dac\lib directory:

Logging into DAC for the First Time

When you log into DAC for the first time, you must first configure a connection to connect to the DAC Repository. DAC stores this connection information for subsequent logins.

After configuring a connection to the DAC Repository and logging in, the DAC will automatically prompt you to upgrade the repository schema.

DAC Repository Database Authentication File

When you configure a connection to the DAC Repository, the configuration process includes creating a new authentication file or selecting an existing authentication file. The authentication file authenticates the database in which the repository resides. If you create a new authentication file, you will specify the table owner and password for the database.

A user with the Administrator role must distribute the authentication file to any user account that needs to access the specified DAC Repository. For information about managing user accounts, see About User Account Management.

To log into DAC for the first time and upgrade the repository schema:

  1. Start the DAC Client by navigating to the $ORACLE_HOME\bifoundation\dac directory and double-clicking the startclient.bat file.

    The Login ... dialog box appears.

  2. Click Configure.

  3. In the Configuring ... dialog box, select Create Connection, and then click Next.

  4. Enter the appropriate connection information:

    Field Required Value

    Name

    Enter a unique name for the connection to the DAC Repository.

    Connection type

    Select the type of database in which the DAC Repository will be stored.

    Connection String, or Database name, or TNS Name, or Instance

    Select the database name or database account name of the DAC Repository.

    If you are using:

    • Oracle (OCI8), use the tnsnames entry.

    • Oracle (Thin), use the instance name.

    • SQL Server, use the database name.

    • DB2-UDB, use the connect string as defined in the DB2 configuration.

    Database Host

    Enter the name of the machine where the DAC Repository will reside.

    Database Port

    Enter the port number on which the database listens. For example, for an Oracle database the default port is 1521, or for a SQL Server database the default port is 1433.

    Optional URL

    Can be used to override the standard URL for this connection.

    Optional Driver

    Can be used to override the standard driver for this connection.

    Authentication File

    Click in this field to do one of the following:

    • Select an existing authentication file.

    • Create a new authentication file.

    Proceed to the next step for detailed instructions.


  5. To select an existing authentication file, do the following:

    1. Click in the Authentication File field of the Configuring... dialog box.

    2. In the Authentication File dialog box, select Choose existing authentication file.

    3. Navigate to the appropriate folder, and select the authentication file. Click OK.

    4. In the Configuring... dialog box, click Test Connection to confirm the connection works.

    5. Click Apply, and then click Finish.

      Note:

      You must distribute this authentication file to all user accounts that need to access this DAC Repository.

  6. To create a new authentication file, do the following:

    1. Click in the Authentication File field of the Configuring... dialog box.

    2. In the Authentication File dialog box, select Create authentication file.

    3. Navigate to the folder where you want to save the new authentication file, and click OK.

    4. In the Create Authentication File dialog box, enter a unique name for the authentication file, and click OK.

    5. Enter the Table Owner Name and Password for the database where the repository will reside.

    6. In the Configuring... dialog box, click Test Connection to confirm the connection works.

    7. Click Apply, and then click Finish.

      Note:

      You must distribute this authentication file to all user accounts that need to access this DAC Repository.

  7. In the Login... dialog box, do the following:

    1. Select the appropriate Connection from the drop-down list.

    2. Enter Administrator as the User Name.

    3. Enter Administrator as the Password.

    4. Click Login.

  8. When asked whether you want to upgrade the DAC Repository schema, click Yes.

Configuring the Connection Between the DAC Server and DAC Repository

You must configure the connection between the DAC Server and the DAC Repository.

On Windows, you can use the DAC Client to configure a DAC Server that runs in the same $ORACLE_HOME\bifoundation\dac folder. Optionally, or to configure a DAC Server installed in another folder or on another Windows machine, use the serverSetupPrompt.bat file to configure the repository connection.

On Linux, use the serverSetupPrompt.sh or serverSetupPrompt.csh script to configure the connection between the DAC Server and the DAC Repository, as follows:

How to Configure the DAC Server Repository Connection Using the DAC Client (Windows)

If the DAC Server is co-located with a configured DAC Client in the same $ORACLE_HOME\bifoundation\dac folder, you can set the connection between the DAC Server and DAC Repository using the DAC Client, as described below.

To configure the connection between the DAC server and the DAC Repository using the DAC Client:

  1. In the DAC Client, select Tools, then DAC Server Management, then DAC Server Setup.

    Note: The DAC Repository that you connect to using the DAC Client is the one that will store the DAC Server repository connection information that you will specify in this procedure.

    A confirmation dialog asks you to confirm that you want to configure the DAC Repository connection.

  2. Click Yes to display the Server Configuration dialog.

  3. In the Repository Connection Information tab, enter the appropriate information, as described in the table below.

    Tip:

    If the DAC Server is running on the same machine as the DAC Client, click Populate from preconfigured client connection to populate the fields with connection details from the DAC Client.

    Field Description

    Connection type

    Select the type of database that you are using to store the DAC metadata repository. Depending on what type you select, the connection details below change (see Connection fields below).

    Connection fields (for example, Instance, TNS Name, Connection string/Database name.

    Specify connection details for the database that stores the DAC metadata repository.

    • If you select Oracle (Thin), you are prompted below for the following information:

      • Instance (for example, mymachinename).

      • Database Host (fully qualified, for example, mymachine.us.company.com).

      • Database Port (for example, 1521).

      • Table owner name, using the account that you created a database to store the DAC Repository.

      • Password (that is, for the above database account).

    • If you select Oracle (OCI8), you are prompted below for a TNS name (for example, mymachinename@host.com).

    • If you select DB2, you are prompted below for a Connection string.

    • If you select MS SQL Server, you are prompted below for a Database name.

    Table owner name

    The database table name or instance that you created to store the DAC Repository.

    Password

    The database or instance password (for example, DAC).


    Note:

    The DAC Repository details that you specify here must match the DAC Repository details that you specified in the following tasks:

    - When you created a database to store the DAC Repository.

    - When you created a DAC connection.

  4. Click Test Connection to make sure the DAC Repository connection works.

  5. Click Save.

How to Configure the DAC Repository Connection Using serverSetupPrompt Scripts (Windows or Linux)

Use the serverSetupPrompt.sh or serverSetupPrompt.csh file to configure the connection between the DAC Server and the DAC Repository when the DAC Server is installed on Linux, as described below.

Use the serverSetupPrompt.bat file to configure the connection between the DAC Server and the DAC Repository when the DAC Server is installed on Windows, as described below.

To configure the connection between the DAC Server and the DAC Repository using the serverSetupPrompt files:

  1. Run the serverSetupPrompt script, as follows:

    • On Windows, double-click the serverSetupPrompt.bat located in the \DAC directory.

    • On Linux, run serverSetupPrompt.sh or serverSetupPrompt.csh located in the /DAC directory.

  2. Enter 1 in the 'Please make your selection' prompt to enter repository connection information.

  3. Enter the number for the type of database storing the DAC Repository from the list of connection type choices.

  4. Enter the connection information as described in the Connection Information table in section How to Configure the DAC Repository Connection Using serverSetupPrompt Scripts (Windows or Linux).

  5. Enter 2 to test the DAC Repository connection.

  6. Enter 5 to save changes.

  7. Enter 6 to exit.

About User Account Management

The User Management feature includes three roles: Administrator, Developer, and Operator. As shown in Table 5-1, each role has a set of permissions that determines what DAC functionality the role can access.

The User Management dialog box enables a user with the Administrator role to manage user accounts. A user account includes a unique identifier, password, and one or more roles. The Administrator can also inactivate a user account. For instructions on managing user accounts, see "Creating, Deleting and Inactivating User Accounts".

Upon the initial login to a new DAC installation, a user account with the Administrator role is automatically created. This default user account name is Administrator, and the default password is Administrator. It is recommended that after the initial login, the user change the default password.

Note:

A user with the Administrator role must distribute the DAC Repository database authentication file to user accounts that need to access the DAC Repository. For information about the authentication file, see "DAC Repository Database Authentication File".

Table 5-1 User Account Roles and Permissions

Role Permissions

Administrator

Read and write permission on all DAC tabs and dialog boxes.

Developer

Read and write permission on the following:

  • All Design view tabs

  • All Setup view tabs

  • Export dialog box

  • New Source System Container dialog box

  • Rename Source System Container dialog box

  • Delete Source System Container dialog box

Operator

Read and write permission on all Setup view tabs


Creating, Deleting and Inactivating User Accounts

The User Management feature enables a user with the Administrator role to create, delete, and inactivate user accounts.

To create a user account:

  1. From the toolbar, select File, then User Management.

  2. In the User Management dialog box, click New.

  3. In the new record field, do the following:

    1. Enter a unique Name and Password.

    2. Click in the Roles field, and then select the roles you want to associate with this user account.

  4. Click Save.

  5. Click Close to exit the User Management dialog box.

  6. Distribute the authentication file for the database where the DAC Repository resides to the user account.

    For more information about authentication files, see "DAC Repository Database Authentication File".

To delete a user account:

  1. From the toolbar, select File, then User Management.

  2. In the User Management dialog box, select the user account you want to delete.

  3. Click Delete.

  4. Click Close to exit the User Management dialog box.

To inactivate a user account:

  1. From the toolbar, select File, then User Management.

  2. In the User Management dialog box, select the user account you want to inactivate.

  3. Click the Inactive check box.

  4. Click Save.

  5. Click Close to exit the User Management dialog box.