Oracle® Argus Insight Installation Guide Release 7.0.2 E38586-01 February 2013 Oracle Argus Insight Installation Guide, Release 7.0.2 E38586-01 Copyright © 2010, 2013, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. 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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Contents Preface................................................................................................................................................................. ix Audience....................................................................................................................................................... ix Documentation Accessibility..................................................................................................................... ix Finding Information and Patches on My Oracle Support..................................................................... ix Finding Oracle Documentation................................................................................................................. xi Related Documents..................................................................................................................................... xi Conventions................................................................................................................................................ xii 1 Introduction 1.1 Argus Insight Product Overview............................................................................................. 1-1 1.1.1 Argus Insight Architecture................................................................................................. 1-3 1.2 Software and Hardware Requirements................................................................................... 1-3 1.3 Important Installation Information.......................................................................................... 1-6 1.3.1 Installation Requirements for the Servers........................................................................ 1-6 1.3.1.1 Additional Notes for the Argus Insight Web Server............................................... 1-7 1.3.1.2 Additional Notes for the Cognos Server................................................................... 1-7 1.3.1.3 Additional Notes for the BusinessObjects Server.................................................... 1-7 1.3.2 Installation Requirements for the Argus Insight Client................................................. 1-7 1.3.2.1 Troubleshooting Problems with the Cognos Report Writer.................................. 1-8 1.3.3 General Installation Notes and Information.................................................................... 1-8 2 Installing Argus Insight 2.1 About a Cognos 8 versus BusinessObjects XI Installation.................................................... 2-1 2.2 Before You Install the Argus Insight Application.................................................................. 2-1 2.3 Installing Argus Insight Components onto the Web Server................................................. 2-2 2.3.1 Changing the APR_USER Password................................................................................ 2-6 2.3.2 Copying the ADODB.DLL for Report Scheduling......................................................... 2-7 2.4 Installing Argus Insight Components onto the Cognos Server........................................... 2-7 2.4.1 Running the Wizard to Install Components for Cognos 8............................................ 2-8 2.4.2 Configuring the Cognos 8 Software Development Kit............................................... 2-10 2.5 Enabling SSL Support for the Argus Insight Website........................................................ 2-11 3 Creating the Argus Insight Data Mart Structure 3.1 Before You Run the Argus Insight Schema Creation Tool.................................................... 3-1 3.2 Argus Insight Configuration Requirements........................................................................... 3-2 iii 3.2.1 Database Parameters........................................................................................................... 3-2 3.2.2 Database I/O Configuration.............................................................................................. 3-3 3.2.3 Recommended Configuration for the Database Server................................................. 3-4 3.3 Argus Insight Data Mart Tablespaces...................................................................................... 3-4 3.4 Starting the Argus Insight Schema Creation Tool.................................................................. 3-5 3.5 Creating the Database Schema.................................................................................................. 3-6 3.5.1 Creating Users and Roles in the Argus Safety Database............................................... 3-6 3.5.2 Clearing the Cache............................................................................................................ 3-10 3.5.3 Creating a New Schema for Argus Insight................................................................... 3-11 3.5.4 Loading Factory Data....................................................................................................... 3-19 3.6 Validating the Schema............................................................................................................. 3-21 3.7 Creating a Database Link from Argus Safety to Insight Database................................... 3-24 3.8 Upgrading Database from Argus Insight 7.0.1 to Argus Insight 7.0.2............................. 3-26 4 Configuring the Argus Insight Application 4.1 Logging In to Argus Insight for Configuration and Setup................................................... 4-1 4.2 Configuring the Argus Insight Application Profile Switches.............................................. 4-2 4.2.1 Accessing and Modifying the Profile Switches............................................................... 4-3 4.2.2 Setting the Populate Data Attributes................................................................................ 4-3 4.2.3 Setting the Email Attributes............................................................................................... 4-5 4.2.4 Specifying the URL for Reports Exceeding Mail Size.................................................... 4-8 4.2.5 Specifying the Images for Company Logos..................................................................... 4-9 4.2.5.1 Specifying the Logo Image for the Argus Reports..................................................... 4-9 4.2.5.2 Specifying the Image for Your Company Logo.................................................... 4-10 4.2.6 Setting the DAYS TO LOCK Attribute.......................................................................... 4-11 4.2.7 Setting the Follow-up Attribute...................................................................................... 4-12 4.2.8 Setting the Attributes Specific ONLY to Cognos......................................................... 4-13 4.2.9 Setting the Attributes Specific ONLY to BusinessObjects.......................................... 4-15 4.2.9.1 Setting the Attributes for the BusinessObjects Servers........................................ 4-15 4.2.9.2 Setting the Attributes for the BusinessObjects Users........................................... 4-18 4.2.9.3 Setting the Attributes for BusinessObjects Reports.............................................. 4-20 4.2.9.4 Setting the Populating Data Attributes Required for BusinessObjects Only.... 4-22 4.2.10 Setting the Attributes Specific ONLY to BIP................................................................ 4-22 4.3 Mapping Case Workflow States............................................................................................ 4-24 4.4 Configuring Duration Value Bands...................................................................................... 4-26 4.5 Configuring Derivation Functions........................................................................................ 4-28 4.5.1 Opening the Derivation Fields Dialog Box................................................................... 4-29 4.5.2 Icons in the Derivation Fields Dialog Box..................................................................... 4-30 4.5.3 Field Mapping Derivation Rules.................................................................................... 4-30 4.5.4 Fields and Check Boxes in the Derivation Fields Dialog Box.................................... 4-31 4.5.4.1 LM Table..................................................................................................................... 4-31 4.5.4.2 Suppress...................................................................................................................... 4-31 4.5.4.3 Value............................................................................................................................ 4-31 4.5.4.4 Priority........................................................................................................................ 4-32 4.5.4.5 SQL.............................................................................................................................. 4-32 4.6 Configuring the Product Datasheet...................................................................................... 4-33 4.7 Configuring the Argus Insight Scheduling Service............................................................ 4-34 iv 4.8 Configuring the CIOMS and MedWatch Reports............................................................... 4-34 4.9 Configuring the IIS File Download Limit............................................................................. 4-37 4.9.1 Configuring the ASPMaxRequestEntityAllowed Value............................................. 4-38 4.10 Using Export and Import to Copy Configuration Data..................................................... 4-39 4.10.1 Exporting Data.................................................................................................................. 4-39 4.10.2 Importing Data.................................................................................................................. 4-42 4.11 Using Argus Safety to Configure Enterprises for Argus Insight...................................... 4-46 4.12 Securing Sensitive Configuration and Operational Data................................................... 4-47 5 Extracting, Transforming, and Loading Data 5.1 Prerequisites, Cautions, and Warnings................................................................................... 5-1 5.2 Running the Initial ETL.............................................................................................................. 5-1 5.2.1 Generating the Balance Logs.............................................................................................. 5-3 5.2.2 Closing the Initial ETL Status Dialog Box........................................................................ 5-5 5.2.3 Stopping the Execution of ETL.......................................................................................... 5-5 5.3 Running the Initial ETL Again.................................................................................................. 5-6 5.4 Processing a Failed ETL............................................................................................................. 5-7 5.4.1 Continuing the Failed Initial ETL Process....................................................................... 5-7 5.4.2 Ignoring the Failed Initial ETL Process............................................................................ 5-8 5.4.3 Modifying the Attributes of ETL Data Exclusion........................................................... 5-8 5.5 Restarting the Initial ETL Process.......................................................................................... 5-10 6 Configuring the Cognos 8 Environment 6.1 Upgrading Cognos Server for Argus Insight 7.0.2................................................................. 6-1 6.1.1 Configuring Custom Java Authentication....................................................................... 6-1 6.1.2 Deleting Folders and Reports............................................................................................ 6-2 6.1.3 Importing the Content Repository for an Upgrade........................................................ 6-3 6.2 Setting Up Cognos Server and Configuration for New Installation................................... 6-3 6.2.1 Configuring IIS 7.0 on the Cognos 8 Server..................................................................... 6-3 6.2.1.1 Checking that CGI or ISAPI Is Enabled in IIS.......................................................... 6-3 6.2.1.2 Creating the Cognos 8 Virtual Directories................................................................ 6-5 6.2.1.3 Editing ISAPI or CGI Extensions................................................................................ 6-6 6.2.1.4 Adding the Module Mapping..................................................................................... 6-7 6.2.1.5 Editing the Module Mapping.................................................................................. 6-10 6.2.1.6 Allowing CGI Application to Use Execute............................................................ 6-11 6.2.2 Configuring the Java Database Components............................................................... 6-11 6.2.3 Copying the Authentication Settings for Report Writer............................................. 6-11 6.2.4 Configuring Custom Java Authentication.................................................................... 6-11 6.2.5 Configuring the Cognos 8 Environment....................................................................... 6-13 6.2.5.1 Opening the IBM Cognos 8 Configuration Window........................................... 6-13 6.2.5.2 Setting the Environment Properties for Cognos 8................................................ 6-14 6.2.5.3 Setting the Security Properties for Cognos 8......................................................... 6-16 6.2.5.4 Setting the Data Access Properties for Cognos 8.................................................. 6-17 6.2.5.5 Creating the Namespace for Argus Insight Authentication............................... 6-19 6.2.5.6 Saving Your Configuration and Starting the Cognos 8 Service.......................... 6-20 6.2.6 Importing the Content Repository................................................................................. 6-21 v 6.2.7 Configuring Cognos Security.......................................................................................... 6-27 6.2.7.1 Configuring Cognos Users and Roles.................................................................... 6-27 6.2.7.2 Editing Sign On.......................................................................................................... 6-29 6.2.7.3 Activating the PowerReports Namespace............................................................. 6-34 6.2.8 Configuring the LDAP Settings..................................................................................... 6-36 6.2.8.1 Configuring the Active Directory........................................................................... 6-36 6.2.8.2 Configuring LDAP in COGNOS for SunOne........................................................ 6-37 6.2.8.3 Setting Up the Cognos LDAP Configuration in Argus Insight.......................... 6-38 6.2.8.4 Setting Up Report Packages for Cognos LDAP.................................................... 6-39 7 Configuring the BusinessObjects XI Environment 7.1 Checking Requirements............................................................................................................. 7-1 7.2 Importing the Repository........................................................................................................... 7-1 7.3 Configuring the BusinessObjects Server.............................................................................. 7-10 7.3.1 Copying the PRMART TNS Entry................................................................................. 7-10 7.3.2 Logging On to the Central Management Console....................................................... 7-11 7.3.3 Configuring Trusted Authentication for BusinessObjects.......................................... 7-11 7.3.3.1 Configuring the Argus Insight Web Server to Use Trusted Authentication.... 7-12 7.3.3.2 Configuring WebSphere........................................................................................... 7-12 7.3.3.3 Deploying the WebSphere Server........................................................................... 7-15 7.3.4 Changing the Connection String for Universe............................................................. 7-18 7.3.5 Configuring PRGroup Settings....................................................................................... 7-21 7.3.6 Configuring Argus Insight Folder Rights..................................................................... 7-22 7.3.7 Configuring BusinessObjects Applications Rights...................................................... 7-26 7.4 Configuring the Argus Insight Web Server......................................................................... 7-28 7.4.1 Configuring Holiday Schedule Management............................................................... 7-28 7.4.2 Configuring Product Designated Medical Events....................................................... 7-29 7.4.3 Configuring Measurable Suppliers................................................................................ 7-30 7.4.4 Configuring Sites.............................................................................................................. 7-31 7.4.5 Configuring Acceptable Delay Justification................................................................. 7-31 7.5 Configuring LDAP Authentication Settings........................................................................ 7-32 7.5.1 Setting Up LDAP Authentication in BusinessObjects................................................. 7-32 8 Configuring the BIP Environment 8.1 Uploading the Argus Insight.xdrz file to BIP......................................................................... 8-1 8.2 Creating PRMART JDBC Connection...................................................................................... 8-4 8.3 Managing Users and Roles: BI Publisher Security Model.................................................... 8-6 8.3.1 Configuring Server Settings............................................................................................... 8-7 8.3.2 Creating Users and Assigning Roles to Users................................................................. 8-8 8.3.3 Creating Roles, Adding Data Sources, and Assigning Roles..................................... 8-11 8.4 Managing Users and Roles: Oracle Fusion Middleware Security Model........................ 8-14 8.4.1 Configuring Server Settings............................................................................................ 8-14 8.4.2 Creating Users and Assigning Roles to Users.............................................................. 8-14 8.4.3 Creating Roles, Adding Data Sources, and Assigning Roles in WebLogic Enterprise Manager 8-14 8.4.4 Creating Application Policy............................................................................................ 8-19 8.5 Configuring BIP Users and Roles: Oracle Fusion Middleware Security Model............. 8-22 vi 8.5.1 BI Admin User................................................................................................................... 8-22 8.5.2 Data Modeler Users.......................................................................................................... 8-22 8.5.3 Report Writer Users.......................................................................................................... 8-23 8.5.4 Global Admin Users......................................................................................................... 8-23 8.5.5 Configuring BIP Roles...................................................................................................... 8-23 8.5.6 Folder Level Permissions................................................................................................. 8-23 8.6 Configuring BIP Roles and Permissions: BI Publisher Security Model........................... 8-24 8.6.1 Argus Insight Specific Users and Roles......................................................................... 8-24 8.6.2 Enterprise Specific Users and Roles............................................................................... 8-25 9 Managing the Argus Insight Cryptography Key 9.1 Updating the Cryptography Key.............................................................................................. 9-1 9.1.1 Copying Initialization Files to Other Servers.................................................................. 9-2 9.1.2 Restarting IIS and Running ETL........................................................................................ 9-2 10 Uninstalling the Argus Insight Application 10.1 Uninstalling Argus Insight from the Web Server............................................................... 10-1 10.1.1 Deleting the Argus Insight Folder from the Web Server............................................ 10-2 10.1.2 Resetting the IIS................................................................................................................ 10-3 10.2 Uninstalling Argus Insight from the Business Intelligence Server................................... 10-3 vii viii Preface This Oracle Argus Insight Installation Guide describes installing — or upgrading to — Argus Insight 7.0.2. You perform some of these tasks once. Other tasks you repeat as your system and business requirements change. This preface includes the following topics: ■ Audience ■ Documentation Accessibility ■ Finding Information and Patches on My Oracle Support ■ Finding Oracle Documentation ■ Related Documents ■ Conventions Audience This document is intended for all Argus Insight administrators who are responsible for installing and maintaining the Argus Insight application. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Finding Information and Patches on My Oracle Support Your source for the latest information about Argus Insight is Oracle Support's self-service website My Oracle Support. Before you install and use Argus Insight, always visit the My Oracle Support website for the latest information, including alerts, White Papers, and bulletins. ix Creating a My Oracle Support Account You must register at My Oracle Support to obtain a user name and password account before you can enter the website. To register for My Oracle Support: 1. Open a web browser to https://support.oracle.com. 2. Click the Register link to create a My Oracle Support account. The registration page opens. 3. Follow the instructions on the registration page. Signing In to My Oracle Support To sign in to My Oracle Support: 1. Open a web browser to https://support.oracle.com. 2. Click Sign In. 3. Enter your user name and password. 4. Click Go to open the My Oracle Support home page. Finding Information on My Oracle Support There are many ways to find information on My Oracle Support. Searching by Article ID The fastest way to search for information, including alerts, White Papers, and bulletins is by the article ID number, if you know it. To search by article ID: 1. Sign in to My Oracle Support at https://support.oracle.com. 2. Locate the Search box in the upper right corner of the My Oracle Support page. 3. Click the sources icon to the left of the search box, and then select Article ID from the list. 4. Enter the article ID number in the text box. 5. Click the magnifying glass icon to the right of the search box (or press the Enter key) to execute your search. The Knowledge page displays the results of your search. If the article is found, click the link to view the abstract, text, attachments, and related products. Searching by Product and Topic You can use the following My Oracle Support tools to browse and search the knowledge base: ■ Product Focus — On the Knowledge page under Select Product, type part of the product name and the system immediately filters the product list by the letters you have typed. (You do not need to type "Oracle.") Select the product you want from the filtered list and then use other search or browse tools to find the information you need. ■ Advanced Search — You can specify one or more search criteria, such as source, exact phrase, and related product, to find information. This option is available from the Advanced link on almost all pages. x