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Oracle® Business Intelligence Discoverer Administration Guide 10g Release 2 (10.1.2.1) B13916-04 |
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# 27 Installing the Discoverer sample data EUL, data, and workbook

This section explains how to install the Discoverer sample data EUL, data, and workbook so that you can use the sample data. This procedure also installs the Video Tutorial Workbook.

This section contains the following topics:

- "What must exist in the database before users can start using Discoverer Administrator using the sample data?"

- "What happens when you install the Discoverer sample data EUL, data, and workbook?"

- "What privileges do you need to install the sample data?"

- "What conditions apply when you connect to Discoverer Administrator for the first time?"

- "Why must you create an EUL?"

- "What steps do I follow to install the Discoverer sample data EUL, data, and workbook?"

- "How to create a private EUL for the sample data"

- "How to install the Discoverer sample data"

- "How to grant access privileges to the VIDEO5 database user for the sample data EUL"

- "How to install the tutorial business area in another End User Layer"

- "How to uninstall the tutorial business area, tables and data"

- "How to reinstall the sample data"

## What must exist in the database before users can start using Discoverer Administrator using the sample data?

Before Discoverer Administrator users can start using Discoverer using the sample data, the following must exist in the database:

- an End User Layer (EUL)

- the VIDEO5 database user

- the VIDEO5 data

Note: When you use Discoverer Administrator for the first time, the VIDEO5 database user might not exist. If the VIDEO5 database user does not exist, you can create it when you install the sample data (for more information, see "How to install the Discoverer sample data").

## What happens when you install the Discoverer sample data EUL, data, and workbook?

When you install the Discoverer sample data EUL, data, and workbook Discoverer Administrator does the following:

- creates a new database user with a name that you specify (this user will own the EUL)

- creates a new EUL

- if the VIDEO5 database user does not already exist, Discoverer:

  - creates a new database user called VIDEO5

  - creates sample data tables in the VIDEO5 database user's tablespace

  - populates the sample data tables with sample data

- populates the new EUL with metadata about the VIDEO5 tables (i.e. it imports the tutorial business area from the file vidstr.eex, located in the \demo directory)

  The following figure illustrates events that can occur when you install the sample data.

  Figure 27-1 Events that can occur when you install the sample data

  Description of "Figure 27-1 Events that can occur when you install the sample data"

  Key to the above figure:

  1. Connect to Discoverer Administrator as an existing database user with sufficient privileges to install the sample data (for more information, see "What privileges do you need to install the sample data?").

  2. Create an EUL for a new database user.

  3. If you choose to install the sample data in the EUL, Discoverer Administrator creates the VIDEO5 user (if not already created).

  4. Discoverer Administrator creates the VIDEO5 user tables (e.g. Product, Sales Fact, Store, Time) and populates them with data from the file demodata.sql (located in the \demo directory).

  5. Discoverer Administrator populates the EUL for the new database user with metadata about the video stores tutorial business area from the file vidstr.eex.

The choices you can make when you install the sample data are illustrated in the figure below:

Figure 27-2 Flow chart of the choices you can make when you install the Discoverer sample data

Description of "Figure 27-2 Flow chart of the choices you can make when you install the Discoverer sample data"

## What privileges do you need to install the sample data?

To install the sample data in the current EUL, the database user that you use to connect to Discoverer Administrator must have a number of database privileges:

- CREATE TABLE

- CREATE VIEW

- CREATE PROCEDURE

Hint: You can grant the above privileges to the database user by running the script <ORACLE_HOME>\discoverer\util\eulasm.sql.

- if the VIDEO5 user has not already been created, you must have the following additional database privileges:

  - CREATE USER

  - GRANT ANY PRIVILEGE

  - ALTER USER

- if you are running against an Oracle Enterprise Edition database, you must also have the following additional database privileges to use the Discoverer summary management and ASM functionality:

  - CREATE ANY MATERIALIZED VIEW

  - DROP ANY MATERIALIZED VIEW

  - ALTER ANY MATERIALIZED VIEW

  - GLOBAL QUERY REWRITE

  - ANALYZE ANY

    Hint: You can grant the above privileges to the database user by running the script <ORACLE_HOME>\discoverer\util\eulasm.sql.

  - SELECT ON V_$PARAMETER

  For more information about how you grant the above database privileges, click Help.

## What conditions apply when you connect to Discoverer Administrator for the first time?

When you connect to Discoverer Administrator for the first time the following conditions apply:

- you must connect as a database user having specific privileges (e.g. a DBA user to install the sample data)

  For more information, see "What privileges do you need to install the sample data?".

- no EULs or EUL metadata will exist in the database

- the VIDEO5 database user and tables will not have been created

When the VIDEO5 database user does not exist, you must create it and populate the VIDEO5 tables with sample data before you can begin learning about Discoverer Administrator. For more information, see "What happens when you install the Discoverer sample data EUL, data, and workbook?".

## Why must you create an EUL?

You must create an EUL (if an EUL does not already exist) to enable you to:

- install the Discoverer sample data

- create the VIDEO5 user and populate the VIDEO5 tables with data

- complete the Discoverer Administrator sample data

Installing the sample data into an EUL makes the sample data available to all users who have access privileges to that EUL.

## What steps do I follow to install the Discoverer sample data EUL, data, and workbook?

To install the Discoverer sample data EUL, data and workbook, follow these steps:

1. Create a private EUL - see "How to create a private EUL for the sample data".

2. Install the Discoverer sample data into the private EUL that you have just created - see "How to install the Discoverer sample data".

3. Make sure that the VIDEO5 user has the necessary privileges to access the sample data EUL - see "How to grant access privileges to the VIDEO5 database user for the sample data EUL".

## How to create a private EUL for the sample data

You must create an EUL if one does not already exist. To create the sample data EUL, you must connect to Discoverer as a database user with sufficient privileges (for more information, see "What privileges do you need to install the sample data?") and create an EUL for a new database user.

To create the sample data EUL:

1. Choose Programs | Oracle Business Intelligence Tools - <HOME_NAME> | Discoverer Administrator from the Windows Start menu to display the Connect dialog.

   Figure 27-3 Connect dialog

   Description of "Figure 27-3 Connect dialog"

2. Enter a database username with sufficient privileges (e.g. a DBA user).

   For more information, see "What privileges do you need to install the sample data?".

3. Enter the password.

4. In the Connect field:

   - If you are logging into your default database, leave this field blank.

     With Oracle Enterprise Edition databases, an entry is required in your tnsnames.ora file for this to work (for more information, see your Discoverer manager).

   - If you are logging into an Oracle database that is not your default database, specify the appropriate SQL*Net connect string (for more information about the connect string, see your database administrator).

5. Click Connect.

   Discoverer Administrator behaves differently depending on whether an EUL has already been created for the database user you use to connect with.

   If no EUL exists, Discoverer Administrator displays a message asking Do you want to create an EUL now?

6. Click Yes to display the EUL Manager dialog.

   Hint: If one or more EULs already exist, Discoverer Administrator displays the Load Wizard. Click Cancel in the Load Wizard and choose Tools | EUL Manager to display the EUL Manager dialog.

   Figure 27-4 EUL Manager dialog

   Description of "Figure 27-4 EUL Manager dialog"

7. Click Create an EUL to display the Create EUL Wizard dialog.

   Figure 27-5 Create EUL Wizard dialog

   Description of "Figure 27-5 Create EUL Wizard dialog"

   Use this wizard to create an EUL and a new database user. You need to create the new EUL and database user before you can install the sample data into the VIDEO5 user.

8. Select the Create a new user radio button.

9. Clear the following check boxes:

   - Grant EUL access to PUBLIC check box

   - New EUL is for use by Oracle Applications users ONLY check box

10. Enter a name for the new database user in the User field.

    You can use any name for the new database user. For example, you might enter 'TUTEUL' to identify a specific user.

11. Enter a password into both the Password and Confirm Password fields.

    Hint: You could use same username that you entered in the previous step in both the Password and Confirm Password fields.

12. Make sure that the Create EUL Wizard displays the settings for radio buttons and check boxes as shown below.

    Figure 27-6 Create EUL Wizard dialog

    Description of "Figure 27-6 Create EUL Wizard dialog"

13. Click Next to display the Create EUL Wizard: Step 2 dialog.

    Figure 27-7 Create EUL Wizard: Step 2 dialog

    Description of "Figure 27-7 Create EUL Wizard: Step 2 dialog"

14. Select the default and temporary tablespaces.

    For example, select USR as the default tablespace and TEMP as the temporary tablespace.

    Figure 27-8 Create EUL Wizard: Step 2 dialog

    Description of "Figure 27-8 Create EUL Wizard: Step 2 dialog"

15. Click Finish for Discoverer Administrator to build the EUL

    Discoverer Administrator displays a progress bar.

    Figure 27-9 Creating EUL progress bar

    Description of "Figure 27-9 Creating EUL progress bar"

    Once Discoverer Administrator has created the new EUL Discoverer Administrator displays a message that the EUL has been created successfully.

    Figure 27-10 EUL created successfully dialog

    Description of "Figure 27-10 EUL created successfully dialog"

16. Click OK.

    You have just created the first EUL and you must now install the sample data.

    Figure 27-11 Do you want to install the sample data data? dialog

    Description of "Figure 27-11 Do you want to install the sample data data? dialog"

17. Click Yes to display the Install Sample Data dialog.

    Figure 27-12 Install Sample Data dialog

    Description of "Figure 27-12 Install Sample Data dialog"

18. Complete the steps in the following section "How to install the Discoverer sample data".

## How to install the Discoverer sample data

Having created a private EUL for the sample data, you can install the Discoverer sample data into the private EUL (for more information, see "How to create a private EUL for the sample data").

How you install the Discoverer sample data depends on when you decide to install the sample data:

- to install the Discoverer sample data immediately after creating the sample data EUL, start at step 5 of the following procedure

- to install the Discoverer sample data into an existing EUL, start at step 1 of the following procedure

1. Connect to Discoverer Administrator as the owner of the EUL that you want to contain the tutorial business area (for more information, see "How to start Discoverer Administrator").

   Note: Make sure that the database user you connect with has sufficient privileges to install the sample data (for more information, see "What privileges do you need to install the sample data?")

   Discoverer Administrator displays the Load Wizard.

   Figure 27-13 Load Wizard dialog

   Description of "Figure 27-13 Load Wizard dialog"

2. Click Cancel to close the Load Wizard.

3. Choose Tools | EUL Manager to display the EUL Manager dialog.

   Figure 27-14 EUL Manager dialog

   Description of "Figure 27-14 EUL Manager dialog"

4. Click Install the Sample Data to display the Install Sample Data Wizard: Step 1 dialog.

   Figure 27-15 Install Sample Data Wizard: Step 1 dialog

   Description of "Figure 27-15 Install Sample Data Wizard: Step 1 dialog"

   Note that the EUL displayed in the EUL field is the EUL into which Discoverer Administrator imports the tutorial business area.

5. Click Next to display the Install Sample Data Wizard: Step 2 dialog.

   Figure 27-16 Install Sample Data Wizard: Step 2 dialog

   Description of "Figure 27-16 Install Sample Data Wizard: Step 2 dialog"

6. Type `VIDEO5` in both the Password and Confirm Password fields.

   Note: You will use the password `VIDEO5` if you uninstall or reinstall the sample data.

   Note: You may want to use a different password to the one given above.

7. Click Next to display the Install Sample Data Wizard: Step 3 dialog where you specify the default and temporary tablespaces for the VIDEO5 database user.

   Figure 27-17 Install Sample Data Wizard: Step 3 dialog

   Description of "Figure 27-17 Install Sample Data Wizard: Step 3 dialog"

   Note: If you are not creating VIDEO5 as a new database user, Discoverer Administrator does not display the Install Sample Data Wizard: Step 3 dialog.

8. Choose a default and temporary tablespace.

   For example, select USR as the default tablespace and TMP as the temporary tablespace.

   Figure 27-18 Install Sample Data Wizard: Step 3 dialog

   Description of "Figure 27-18 Install Sample Data Wizard: Step 3 dialog"

9. Click Finish, Discoverer Administrator displays the Commit Status dialog.

   Figure 27-19 Commit Status message dialog

   Description of "Figure 27-19 Commit Status message dialog"

   Discoverer Administrator populates the VIDEO5 database user tables with default data using the file demodata.sql (located in the \demo directory) and imports the video stores tutorial business area into the new EUL using the file vidstr.eex (located in the \demo directory).

   When the process is complete, Discoverer Administrator displays a dialog indicating that the sample data has been successfully installed.

   Figure 27-20 Sample data successfully installed dialog

   Description of "Figure 27-20 Sample data successfully installed dialog"

10. Click OK.

    Discoverer displays the following dialog.

    Figure 27-21 Connect as the EUL owner?

    Description of "Figure 27-21 Connect as the EUL owner?"

11. Click No to display the EUL Manager dialog.

    Figure 27-22 EUL Manager dialog

    Description of "Figure 27-22 EUL Manager dialog"

12. Click Close to close the EUL Manager dialog.

You have just completed the following tasks:

- created the VIDEO5 database user

- populated the VIDEO5 tables with data

- imported the tutorial business area into the new EUL

Discoverer Administrator is now correctly configured so that users can start to learn about using the sample data in Discoverer.

## How to grant access privileges to the VIDEO5 database user for the sample data EUL

Now that you have created a private EUL and installed the Discoverer sample data, you must make sure that the VIDEO5 database user has access to the sample data EUL. This enables Discoverer end users connecting to Discoverer as the VIDEO5 database user to access the sample data, EUL, and workbook.

To make sure that the VIDEO5 database user has access to the sample data EUL:

1. Connect to Discoverer Administrator as the owner of the private sample data EUL that you created in "How to create a private EUL for the sample data" (TUTEUL).

2. Choose Tools | Security to display the Security dialog.

   Discoverer Administrator displays the following warning dialog.

   Figure 27-23 Warning dialog

   Description of "Figure 27-23 Warning dialog"

3. Click Yes to display the "Security dialog: Business Area - > User tab".

   Figure 27-24 Security dialog: Business Area->User tab

   Description of "Figure 27-24 Security dialog: Business Area->User tab"

   You must make sure that the VIDEO5 database user is displayed in the Selected users/roles list.

4. If the VIDEO5 database user is not displayed in the Selected users/roles list, move the VIDEO5 user from the Available users/roles list to the Selected users/roles list.

5. Click OK to save the details and close the Security dialog.

6. Choose Tools | Privileges and display the "Privileges dialog: Privileges tab".

   Figure 27-25 Privileges dialog: Privileges tab

   Description of "Figure 27-25 Privileges dialog: Privileges tab"

7. Click Select to display the "Select User/Role dialog" where you can search for and select the user or role whose task privileges you want to change.

   Figure 27-26 Select User/Role dialog

   Description of "Figure 27-26 Select User/Role dialog"

8. Click Go.

   Discoverer Administrator displays the search results in the Results list.

9. Select the VIDEO5 user from the Results list.

10. Click OK to display the "Privileges dialog: Privileges tab" for the VIDEO5 user.

    You must make sure that the VIDEO5 user has Desktop and Plus privileges, but not Administration privileges.

11. Clear the Administration Privilege check box, and select the Desktop and Plus Privilege check box.

12. Clear the Schedule Workbooks check box in the Desktop and Plus privileges list.

    Figure 27-27 Privileges dialog: Privileges tab

    Description of "Figure 27-27 Privileges dialog: Privileges tab"

13. Click OK to save the details and close the Privileges dialog.

    The VIDEO5 database user now has the required privileges for accessing the sample data EUL, data and workbook.

## How to install the tutorial business area in another End User Layer

Having installed the tutorial business area into one EUL, you can install it in other EULs (for more information, see "How to install the Discoverer sample data").

If you want users to have access to the tutorial business area but not to the EUL in which you originally installed the sample data, you can install the sample data in one (or more) alternative EULs to enable each EUL owner to have their own tutorial business area. Each time you install the sample data in a different EUL, another tutorial business area is created in that EUL. Note that every tutorial business area accesses data from the same set of tables in the database. Only one version of each table is created in the database (i.e. in the VIDEO5 database user's tablespace).

To install the tutorial business area in another EUL:

1. Connect to Discoverer Administrator as the database user that owns the EUL in which you want to install the sample data (for more information, see "How to start Discoverer Administrator").

   Note: Make sure that the database user you connect with has sufficient privileges to install the sample data (for more information, see "What privileges do you need to install the sample data?")

   Discoverer Administrator displays the Load Wizard.

   Figure 27-28 Load Wizard dialog

   Description of "Figure 27-28 Load Wizard dialog"

2. Click Cancel to close the Load Wizard.

3. Choose Tools | EUL Manager to display the EUL Manager dialog.

   Figure 27-29 EUL Manager dialog

   Description of "Figure 27-29 EUL Manager dialog"

4. Click Install the Sample Data to display the Install Sample Data Wizard: Step 1 dialog.

   Figure 27-30 Install Sample Data Wizard: Step 1 dialog

   Description of "Figure 27-30 Install Sample Data Wizard: Step 1 dialog"

   Note that the EUL displayed in the EUL field is the EUL into which Discoverer Administrator imports the tutorial business area.

5. Click Next to display the Install Sample Data Wizard: Step 2 dialog.

   Figure 27-31 Install Sample Data Wizard: Step 2 dialog

   Description of "Figure 27-31 Install Sample Data Wizard: Step 2 dialog"

6. Type `VIDEO5` in the Password field.

   Note: The password can be whatever you have specified for the `VIDEO5` database user.

7. Click Finish.

   Discoverer Administrator displays the Commit Status dialog.

   Figure 27-32 Commit Status dialog

   Description of "Figure 27-32 Commit Status dialog"

   Discoverer Administrator imports the video stores tutorial business area into the EUL using the file vidstr.eex (located in the \demo directory).

   When the process is complete Discoverer Administrator displays a dialog indicating that the sample data has been successfully installed.

   Figure 27-33 Sample data successfully installed dialog

   Description of "Figure 27-33 Sample data successfully installed dialog"

8. Click OK.

   Discoverer displays the EUL Manager dialog.

   Figure 27-34 EUL Manager dialog

   Description of "Figure 27-34 EUL Manager dialog"

9. Click Close to close the EUL Manager dialog.

Discoverer Administrator has created a copy of the tutorial business area in the current EUL. You can create multiple copies of the tutorial business area in an EUL by repeating the previous steps.

Note: All copies of the tutorial business area access data in the same set of tables in the database.

## How to uninstall the tutorial business area, tables and data

When you uninstall the sample data, you remove:

- the tutorial business area from the current EUL

- (optional) the sample data tables from the database

Note the following:

- the VIDEO5 user is not removed from the database

- if the sample data was installed in other EULs, the tutorial business areas are not removed from the other EULs (even though the tables that those business areas point to have been optionally dropped from the database)

- removing copies of the sample data from multiple EULs must be done one at a time

To uninstall the sample data:

1. Connect to Discoverer Administrator as the database user that owns the EUL from which you want to remove the tutorial business area.

   Discoverer Administrator displays the Load Wizard.

   Figure 27-35 Load Wizard dialog

   Description of "Figure 27-35 Load Wizard dialog"

2. Click Cancel to close the Load Wizard.

3. Choose Tools | EUL Manager to display the EUL Manager dialog.

   Figure 27-36 EUL Manager dialog

   Description of "Figure 27-36 EUL Manager dialog"

4. Click Uninstall the sample data to display the Uninstall Sample Data Wizard: Step 1 dialog.

   Figure 27-37 Uninstall Sample Data Wizard: Step 1 dialog

   Description of "Figure 27-37 Uninstall Sample Data Wizard: Step 1 dialog"

   Make sure that the EUL named in the EUL field is the EUL from which you want to remove the tutorial business area.

   If the EUL name is not correct, click Cancel and re-connect to Discoverer Administrator as the owner of the EUL from which you want to remove the tutorial business area.

5. Click Next to display the Uninstall Sample Data Wizard: Step 2.

   Figure 27-38 Uninstall Sample Data Wizard: Step 2 dialog

   Description of "Figure 27-38 Uninstall Sample Data Wizard: Step 2 dialog"

6. Type `VIDEO5` in the Password field for the VIDEO5 database user.

   Or this can be whatever password you specified when you installed the sample data for the first time (i.e. when you created the VIDEO5 database user).

7. Click Finish.

   Discoverer Administrator warns you that uninstalling the sample data removes the sample data and tables from the database, and the tutorial business area from the current EUL.

8. Click Yes to delete the tutorial business area and database tables.

## How to reinstall the sample data

If you have previously uninstalled the sample data and you want to reinstall it, follow the steps in "How to install the tutorial business area in another End User Layer".