Install CA Business Intelligence

CA Business Intelligence provides a consistent installation of SAP Business Objects Enterprise edition. Multiple CA Technologies products can share a license of CA Business Intelligence.
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CA Business Intelligence provides a consistent installation of SAP Business Objects Enterprise edition. Multiple CA Technologies products can share a license of CA Business Intelligence.
You can integrate any CA Service Management product with CA Business Intelligence that is running on English Windows only.
Follow these steps:
Review Hardware and Software Requirements
Understand the requirements and installation considerations for CA Business Intelligence from the CA Business Intelligence documentation. The minimum server hardware requirements for CA Business Intelligence 4.1 are:
  • CPU performance of at least 8000 SAPS
    , or the 
    SAP Application Performance Standard
    , is a unit of measurement that describes the performance (throughput result) of a SAP system configuration. This hardware-independent unit is based on the SAP Sales and Distribution (SD) Benchmark.
  • For CABI 4.x, SAP recommends 16GB RAM for a Development class machine.
Review Installation Considerations
 If you want to retain any one of the CA Service Management products at an older release level, you must have two instances of CA Business Intelligence. One CA Business Intelligence instance for the older release and one CA Business Intelligence 4.1 instance for 14.1. You can then access the reports for respective releases of CA Service Management products.
  • Temporarily disable any antivirus software on the computer where you are installing CA Business Intelligence.
  • CA Service Management integration with CA Business Intelligence is supported only when Apache Tomcat is the CA Business Intelligence application server.
  • The database server details and the authentication details are available.
  • You have the permission to install a new SQL Anywhere database or to use an existing SQL Anywhere database.
  • You have the name for Server Intelligence Agent (SIA).
  • The web application server has been installed and configured.
  • For CA Asset Portfolio Management integration with CA Business Intelligence:
    • If you use MS SQL as the MDB, ensure that you install Microsoft SQL Server Native Client (64-bit) on the server where CA Business Intelligence is installed.
    • If you use Oracle as the MDB, define an Oracle Net Service Name (64-bit) on the server where CA Business Intelligence is installed. Make a note of the NSN, which you are asked to enter during the CA Asset Portfolio Management installation.
  • The credentials for the CA Business Intelligence Administrator Account must be defined before running the installer for both new and custom installation.
  • SAP Business Objects users with an existing installation of Business Objects can install and configure CA Business Intelligence (recommended) or they can use their existing Business Objects installation.
    To modify the JRE version that is provided with CA Business Intelligence, see upgrade JRE in CA Business Intelligence.
  • Server and client installations are separate and can be installed on the same or different servers. For more information about platform installation, see CA Business Intelligence Platform Installation.
    For the successful CA Business Intelligence Configuration for CA Service Desk Manager, enter the Central Management Server (CMS) port number as 6400 while installing the CA Business Intelligence Server.
Install CA Business Intelligence Server and Client Tool Components
Install CA Business Intelligence on a separate server. Server and client tool components are installed separately for
CA Business Intelligence Release 4.1 SP3. Both can be installed from the CA Service Management installer on the same or different servers.
Server components include Central Configuration Manager, Upgrade Management Tool, Central Management Console, BI Launchpad, Tomcat Configuration, and Tomcat Administration.
Before proceeding with the CA Business Intelligence Server installation, see the CA Business Intelligence Installation documentation.
Client tool components include Universe Design Tool (earlier known as Designer), Webi Rich Client, Business View Manager, Information Designer Tool, Translation Management tool, and so on. Universe Design tool is used for creating or modifying the Universes(.unv); IDT(Information Design Tool) is used for creating multi Source Universe(.unx); Webi rich Client is used for creating Webi Reports.
Follow these steps:
  1. Launch the CA Service Management installer.
  2. Click 
    Select Language
     to select a language from the list in the 
    Language Selection
     screen.
  3. Select
    CA Business Intelligence Server Installation
    from the 
    Select the required installer
     screen.
    Refer to CA Support Online for the correct DVD number.
  4. Proceed with the installation. For more information, see the Full Installation documentation.
  5. Select
    CA Business Intelligence Client Tools Installation
     from the 
    Select the required installer
     screen and complete the installation.
    You have successfully installed CA Business Intelligence.
Special Instructions for Derived Universe
Follow these steps:
  1. Import the 
    CA Service Desk
     universe from 
    Universe Design Tool
     on the CABI Client Tools installed system.
  2. Save and export the 
    CA Service Desk
     universe.
  3. From the 
    Universe Design Tool
    , open the saved derived universe.
  4. From the 
    File
     menu, click 
    Parameters
    .
  5. Click the 
    Links
     tab, add a link to enable the 
    Change Source
     button.
  6. Select the 
    CA Service Desk.unv
    . Click 
    OK
    .
  7. Save and export the universe.
Migrate Content from Release 3.3 to Release 4.1 SP3
Before you migrate, ensure that you created the previous version of CA Business Intelligence content by creating the BIAR for each of the CA Service Management products. Create the BIAR using the Import wizard from the CA Business Intelligence Release 3.3 server. The BIAR includes all the previous version of out of the box Universe, Reports, Users and Groups. Also include Scheduled Instances and Custom Reports, if any.
Back up Custom Universe
If you have custom universe, take a backup.
Follow these steps:
  1. Start Universe Designer.
  2. Import your custom universe.
  3. Save a copy of the universe on your local drive.
    The custom universe is backed up. Use this back up to update the custom universe link after you install and configure the CA Service Management products.
Import CA Business Intelligence Content 
To import CA Business Intelligence 3.3 content to 4.1 server, use the Post Installation utility. Run this utility on the server where CA Business Intelligence Release 4.1 SP3 is installed.
If you have installed CA Business Intelligence Release 4.1 SP3 using custom distributed, ensure that you run the utility in the web tier and Intelligence tier environment. Run the utility in the web tier environment only if you have Custom Action Framework enabled. For more information, see the post installation utility.
Follow these steps:
  1. Log in to the Central Management Console installed windows machine as a CA Business Intelligence installed user.
  2. Go to <CABIDVD>\utilities\PostInstall direcory from the command prompt.
  3. Place the biar files that are created during the backup of the custom universe in the 3.x folder along with their corresponding properties files. Place the properties file at <CABIDVD>\utilities\PostInstall\3.x location. 
  4. Consider the following points:
    •  Properties files are optional. Properties file must have the BIAR name. An example of the properties file for CA Service Desk Manager biar file that uses ODBC is as follows:
      • RDBMS=Generic ODBC datasource
      • DatabaseServer=casd_sdm_host
      • NetworkLayer=ODBC
      • UserName=ServiceDeskUser
      • Password=ServiceDeskPassword
      • Database= sdm_host
      • ArrayBindSize=10
      • ArrayFetchSize=10
      • PoolMode=Pooling
      • PoolTime=10
      • LogTimeOut=60
    • Some of the properties for CA Service Catalog must be changed, as follows:
      • RDBMS= <Specify the MS SQL Server version> or For Oracle, RDBMS=<Generic ODBC datasource>
      • DatabaseServer=<DB server Name>         
      • NetworkLayer=ODBC
      • UserName=sa or For Oracle, UserName=mdbadmin
      • Password=<Database password>
      • Database =caslcm_cabi_dsn
      • Some of the properties for CA Asset Portfolio Management must be changed as follows:
      • RDBMS=<Specify the name of your RDBMS>
      • DatabaseServer=<DB server Name>          
      • NetworkLayer=OLE DB
      • UserName=uapadmin
      • Password=<Database password>
      • Database=<Name Of the NSN created in the datasource parameters>
  5. Execute 
    PostInstall.bat
     to run the utility from the <CABIDVD>\utilities\PostInstall path.
  6. Enter 
    n
     for Do you want to migrate data from CABI 3.x.
  7. Enter 
    n
     for Do you want to install CA Sample Templates.
  8. Enter the CA Business Intelligence 4.1 SP3 Administrator password and press Enter.
    This step takes some time and after completion of the process a success message is displayed.
  9. Verify the installation logs in the <INSTALLDIR>\SAP BusinessObjects Enterprise XI 4.0\logging\postinstall.log directory.
  10. Import the
    CA Service Desk
     universe from the Universe Design tool where the CABI Client tools is installed, and then, click
    File
    ,
    Close
    , to close the universe. 
  11. From the Universe Design tool, import any Custom (Derived) universes, and then, click 
    File
    Close
    , to close the universe.
  12. From the Central Configuration Manager, restart the Server Intelligence Agent.
  13. (Only for CA Service Desk Manager) From the CA Business Intelligence Release 4.1 SP3 Server machine, run the CA Service Management installer to configure CA Business Intelligence.
    After you install the CA Service Management products and integrate any of those with CA Business Intelligence 4.1, the Universe and Reports for CA Service Management 14.1 are overwritten on the previous version of out of the box Universe and Reports. Scheduled Instances are retained from the previous releases, if they exist.
    You have successfully migrated CA Business Intelligence to Release 4.1 SP3.After migrating reports from CA Business Intelligence (CABI) 3.x to CABI 4.x, if you are using CA Service Desk Manager out of the box reports using the Reports tab, the following error may appear:
    An Error occurred : could not find the document
    This error message appears because in CABI 3.x, CA SDM out of the box reports are located at All Folders, CA Reports, CA Service Desk folder of CA Business Intelligence. In CABI 4.x, CA SDM out of the box reports are located at All Folders, CA Reports, CA Service Management, CA Service Desk folder of CA Business Intelligence. A CABI report is exposed in the CA SDM Reports tab using a CA SDM Web Form (Security and Role Management, Role Management, Web Forms, type=Report).  Such Web Form detail screen has a Resource with a value similar to the following:
    $BOServerURL?sPath=[CA+Reports],[CA+Service+Management],[CA+Service+Desk],[Asset]&sDocName=Asset+List&sViewer=html
    [CA+Service+Management] folder may not exist if the CA Business Intelligence 3.x content is migrated to 4.x. To resolve this issue, perform one of the following actions: 
    • Edit each such Resource values of the web forms and remove the ",[CA+Service+Management]" string. Save and retest.
    • Complete the following steps to create a new folder in CABI 4.x:
      1. Using a web browser, access the Central Management Console, Folders, All Folder, CA Reports.
      2. Create the "CA Service Management" folder.
      3. Move the CA Service Desk folder from  All Folders, CA Reports  to All Folders, CA Reports, CA Service Management. This can be performed by right clicking on CA Service Desk, Organize, Move To option.
      4. Retest
    If the problem persists, contact CA Technologies Technical Support.
  14. Import the 
    CA Service Desk
     universe from the Universe Design tool where the CABI Client tools is installed, and then, click 
    File
    Close
    , to close the universe.
  15. From the Universe Design tool, select
    File
    ,
    Open
    , and navigate to the previously saved Custom (Derived) Universe (created in Step 11 above), to open the Universe.
  16. Click
    File
    ,
     Parameters
    .
  17. Click the
    Change Source
     tab.
  18. Select the
    CA Service Desk.unv
     on the file system (created in step 14 above), and then, click
    OK
    .
  19. Save and export the universe.
  20. Exit the Universe Design tool.
Review the Best Practices to Use CA Business Intelligence
Follow these best practices when maintaining and using CA Business Intelligence:
  • Install and maintain one universe per CA Technologies product.
  • Do 
    not 
    modify the default universe. Instead, copy it and modify the copy. Otherwise, your changes can be erased when you apply service packs, patches, and other updates. Back up all your changes and then apply the patches to your customized universe.
  • Reports:
    • Verify that the services in Central Configuration Manager (CCM) are running, when the reports stop running.
    • Do not overwrite predefined reports.
    • Always use a predefined report as a base to build a custom report and maintain consistent formatting in all reports. 
    • Administrators 
      can modify all the reports and can create
       new reports that are based on the existing universe. However, administrators must not add any reports to the existing folders.
    • Both administrators and end users 
      must not 
      change pre-defined reports. Any changes to those reports are applied to all other users using the same CA Business Intelligence instance. Instead, both administrators and end users must create their own custom folders, copy the reports there, rename them, and customize them.
    • Both administrators and end users must add new reports that they create to their custom folders.