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Installation and
Configuration Guide
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Copyright 2009-2015 DataClarity Corporation. All rights reserved.
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containing restrictions on use and disclosure and are protected by intellectual property laws. Except as
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The information contained herein is subject to change without notice and is not warranted to be error-free. If
you find any errors, please report them to us in writing.
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Table of Contents
> Introduction
> Prepare for Installation and Configuration
> Check the System requirements
> Setup the Environment
> Installing DataClarity DashInsight software
> Importing DashInsight Content
> Configure Microsoft IIS
> Configure and Start DashInsight Services
> Create DashInsight Content Store Objects
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Introduction
This document is intended for use with DataClarity DashInsight. DataClarity DashInsight
is an innovative IBM Cognos accelerator platform that delivers best-in-class user
enhancements, mobile applications, and pre-built analytic content to fast track analytics
development, deployment, and user adoption.
This document provides the information you need to install and configure DataClarity
DashInsight on a Microsoft Windows operating system using a single-server or multiserver installation. The installation is suitable when you are setting up a test or evaluation
environment, or for development and production environments.
Audience
To use this guide, you should be familiar with:
Basic Microsoft Windows operating system administration skills
IBM Cognos administration and configuration skills
Database objects creation and client connection concepts
Microsoft IIS Web server configuration
Finding information
To find DataClarity DashInsight product documentation on the web, access www.IBM
CognosDashboards.com or www.DataClarityCorp.com.
You can also read PDF versions of the product release notes and installation guides
directly from DashInsight installation packages.
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Specification
Operating system
Microsoft Windows
UNIX / Linux
Disk space
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Requirement
Specification
Memory
Content Store
Initial Sizing:
2.0 GB for each 1,000 DashInsight named users.
1GB auto-growth option enabled
Based on number of specific capabilities, and the usage
frequency of these specific capabilities, the Content
Store usage may increase. Such capabilities include:
Data Discovery Personal Files
Presentations
The size may increase over time. Ensure that you monitor
the content store sizing and have sufficient space
allocated.
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Specification
IBM Cognos
Database
Apache Tomcat
JRE 7
Web browser
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Character Encoding
Protocol
Oracle
AL32UTF8 or AL32UTF16
TCP/IP
UTF-8 or UTF-16
TCP/IP
Collation Sequence
DashInsight uses a single sort order that specifies the rules used by the database
to interpret, collect, compare, and present character data. For example, a sort order
defines whether the letter A is less than, equal to, or greater than the letter B; whether
the collation is case sensitive; and whether the collation is accent sensitive.
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Use the following checklist to help you set up the content store on Oracle:
Ensure that the parameter for the database instance compatibility level of the
content store database is set to 9.0.1 or higher.
For example, you can check the COMPATIBLE initialization parameter setting by
issuing the following SQL statement:
SELECT name, value, description FROM v$parameter WHERE
name=compatible;
For information about changing an instance configuration parameter, see the Oracle
documentation.
Determine if the database is Unicode.
Tip: One method is to type the following select statement:
select * from NLS_DATABASE_PARAMETERS
If the result set returns an NLS_CHARACTERSET that is not Unicode, create a new
database and specify AL32UTF8 for the database character set parameters.
Determine which user account will be used to access the database.
Ensure that the user account that accesses the database has permission to do the
following:
connect to the database
create, alter, and drop triggers, views, procedures, and sequences
create and alter tables
insert, update, and delete data in the database tables
Your database administrator must back up DashInsight databases regularly because
they contain the IBM Cognos data. To ensure the security and integrity of databases,
protect them from unauthorized or inappropriate access.
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Use the following checklist to help you set up the content store on Microsoft SQL Server:
Ensure that the collation sequence is case-insensitive.
In a Custom installation, you choose a collation, which includes character sets
and sort order, during the Microsoft SQL Server setup. In a Typical installation, the
installation uses the locale identified by the installation program for the collation. This
setting cannot be changed later.
When connecting to Microsoft SQL Server Management Studio to create the
database, use Microsoft SQL Server authentication.
For the user account that will be used to access the database, create a new login
under Security and use the following settings:
Select SQL Server authentication.
Clear the Enforce password policy check box.
For Microsoft SQL Server 2008, grant EXECUTE permission to the user account that
accesses the database.
For the DashInsight content store database, create a new database under
Databases.
Under Security for the new database, create a new schema and assign a name to it.
Under Security for the new database, create a new user with the following settings:
For Login name, specify the new login that you created for the user account.
For Default schema, specify the new schema.
For Owned Schemas, select the new schema.
For Role Members, select db_datareader, db_datawriter, and db_ddladmin.
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Click Next button to start the installation process. Review the Software License
Agreement and click I accept the terms of the License Agreement.
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On the Enter Serial Number screen you will be asked to enter a valid DashInsight
Serial Number. To continue the installation, you must enter a valid serial number
provided by DataClarity.
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Enter the serial number, and then click Next. On the next screen you will see the
available DashInsight installation components. Based on what installation package
you have selected for this installation, one of the following options will be available:
DashInsight Gateway and Application, DashInsight Gateway, or DashInsight
Application.
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Select the configuration option and click Next. Choose the location where the
DashInsight software will be installed, and then click Next.
Specify the location and the name of the product shortcuts and click Next.
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Specify what IBM Cognos BI components are already installed on this server and
click Next.
Specify the location where IBM Cognos software is currently installed and click
Next.
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Review the installation summary settings and click Install
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If the installation is successfully completed a confirmation message will be
displayed. Click Done to close the installation wizard.
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Specify a name and location for the deployment.
Select the DashInsight folder and options to include in the report and then click
Next.
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Select the Directory content page, options to include in the report and then click
Next.
In the Specify the general options page, select whether to include access
permissions and references to external namespaces, who should own the entries
after they are imported and then click Next.
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The summary information appears. Review the summary information and click
Next.
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You can select when you want to run the import. After your selection click Run.
Select the View details of this import after closing this dialog option and click OK.
If the import has finished successfully then you see this message CM-REQ-2300 Import
is complete. Object(s) were imported. 0 object(s) failed.
From your home screen of Cognos Connection you should be able to see the
DashInsight folder.
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Click Server Proxy Settings.
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Click Add rule(s) and under Inbound rules select Blank rule.
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Enter http://localhost:8080/{R:0} in the Rewrite URL field and select the Append
query string checkbox.
Note: The localhost and 8080 should be updated accordingly based on DashInsight
Tomcat configuration settings.
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Two database connections are required to be defined:
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In Other Dispatcher(s) specify any other IBM Cognos dispatchers available.
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In the AJP port specify the Tomcat web AJP connector.
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To start the Windows service click Start action item from Toolbar menu or Start
from Actions file menu.
If the Windows Service is successfully started the status bar will be update
accordingly.
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Select Manager tab and click Install. If database objects are successfully
created, the Information panel will be updated accordingly
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Select DashInsight tab and click Install.
If database objects are successfully created, the Information panel will be updated
accordingly.
Click Update toolbar icon. If database objects are successfully updated, the
Information panel will be updated accordingly.
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Installation / Configuration Notes:
800.963.5508
www.DashInsight.com
www.CognosMobile.com
www.DataClarityCorp.com