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Installation RoadMap
QAD Data Warehouse Designer is designed to build data warehouse analysis areas within a database environment. The installation and configuration process is very rarely a simple task as this involves a number of layered products external to QAD Data Warehouse Designer. For the more complex cases a number of hours or days should be set aside to complete this task. Therefore, it is important that the reader begins the installation process with the correct expectations. Highlighted below are the major steps in the installation and setup of QAD Data Warehouse Designer. In many environments many of these steps will have been completed independently of the installation process, or may need to be completed by a third party.
Note: This document does not cover the creation, and configuration of the database required to run the data warehouse. It does not cover the procedures required to create and maintain database users. Nor does it cover the installation of the database client software. Refer to the database vendor manuals for assistance.
This manual provides a logical path for the installation and setup of QAD Data Warehouse Designer. Work through each chapter in order to complete the installation.
The steps provided here are an indication of the normal process required to install and configure QAD Data Warehouse Designer. In some environments additional processes will be required.
SQL Server Data Warehouse
1
Designate a database that is to be used as the data warehouse database.
2
Install the QAD Data Warehouse Designer software onto a PC.
3
Add the definition of an ODBC data source to connect to the data warehouse database.
4
Create the QAD metadata repository. This procedure is performed in the metadata section of the Setup Administrator utility.
5
If required load the QAD tutorial tables into a separate database. This step is performed via the Setup Administrator utility. It is highly recommended that the tutorials be undertaken.
6
Install a QAD Scheduler as defined in the chapter in this manual.
Note: A Quickstart option is available for SQL Server. This option will perform all the required tasks (except license key) when provided a valid database server.
Oracle Data Warehouse
1
Install the Oracle 8.1.7, 9i, 10g or 11g database client software on a suitable PC.
2
Designate a database that is to be used as the data warehouse database. For testing or evaluation purposes this may be a PC based database. QAD Data Warehouse Designer requires the Oracle database version 8.1.7 or greater as the data warehouse database. Record the SID for this database.
3
Establish the Oracle Net connections required to allow access to the data warehouse database from the PC. Record the 'Server' name for the connection.
4
Install the QAD Data Warehouse Designer software on the same PC.
5
Step through the tasks in the PC Setup section of the QAD Data Warehouse Designer Setup Administrator utility. Important specific tasks are the entering of the license key, the confirmation or installation of the 'Microsoft ODBC for Oracle' driver, and the definition of an ODBC data source to connect to the data warehouse database.
6
Create the database user (schema) that is to be used to hold the metadata and data warehouse tables. Allocate the privileges required by QAD Data Warehouse Designer.
7
Create the QAD metadata repository under the data warehouse user created in step (6). This procedure is performed in the metadata section of the Setup Administrator utility.
8
If required, load the QAD tutorial tables into a suitable database schema. This step is performed via the Setup Administrator utility. It is highly recommended that the tutorials be undertaken.
9
Install a QAD Scheduler as defined in the chapter in this manual.
IBM DB2 Data Warehouse
1
Install the IBM DB2 9.5, 9.7 or 10.1 client access software on a suitable PC.
2
Designate a database that is to be used as the data warehouse database. For testing or evaluation purposes this may be a PC based database. QAD Data Warehouse Designer requires the DB2 database version 9.5 or greater as the data warehouse database.
3
Install the QAD Data Warehouse Designer software on the same PC.
4
Step through the tasks in the PC Setup section of the QAD Data Warehouse Designer Setup Administrator utility. Important specific tasks are the entering of the license key and the definition of an ODBC data source to connect to the data warehouse database.
5
Create the database schema that is to be used to hold the metadata and data warehouse tables. Allocate the privileges required by QAD Data Warehouse Designer.
6
Create the QAD metadata repository under the data warehouse schema created in step (5). This procedure is performed in the metadata section of the Setup Administrator utility.
7
If required load the QAD tutorial tables into a suitable database schema. This step is performed via the Setup Administrator utility. It is highly recommended that the tutorials be undertaken.
8
Install a QAD Scheduler as defined in the chapter in this manual.
Teradata Data Warehouse
1
Install Teradata Tools and Utilities 12 (or later) on a suitable PC. These tools and utility components are required:
- CLI
- Teradata ODBC Driver
- BTEQ
- Fast Load
- Multiload
- Fast Export
Optionally install TPT (with LOAD and UPDATE operators) if you would like to use TPT file loads or TPT ODBC loads.
2
Designate a database or user that is to be used as the meta data database. For testing or evaluation purposes this database or user may be a Teradata Express database server. QAD Data Warehouse Designer requires the Teradata database version 12 or greater as the data warehouse database server. Record the database and server names for this database.
Note: A Teradata user is preferred (over a database) as the metadata includes some procedures that use dynamic sql. Procedures containing dynamic sql may only be compiled under a user in Teradata. In the scheduler, these procedures are used for several features including refreshing statistics. If they fail to compile, these features will not be available.
3
Add appropriate entries to the hosts file on the PC for the server.
4
Install the QAD Data Warehouse Designer software on the same PC.
5
Step through the tasks in the PC Setup section of the QAD Data Warehouse Designer Setup Administrator utility. Important specific tasks are the entering of the license key and the definition of an ODBC data source to connect to the data warehouse database server.
6
Create the database or user that is to be used to hold the metadata tables. Allocate the privileges required by QAD Data Warehouse Designer.
7
Create the QAD metadata repository under the data warehouse database or user created in step (6). This procedure is performed in the metadata section of the Setup Administrator utility.
8
If required load the QAD tutorial tables into another database or user. This step is performed via the Setup Administrator utility. It is highly recommended that the tutorials be undertaken.
9
Install a QAD Scheduler as defined in the chapter in this manual.