11. Create the Main and Results Warehouse (RW) databases

Applies to the following products: 
Questionmark Perception
Applies to the following Perception versions: 
Perception 5.4

Now you need to create the Main and Results Warehouse (RW) databases using the configuration application.

For information about the configuration application, click on the following section to expand it.

The configuration application

The configuration process is responsible for linking the various parts of the application to their related database. The configuration application is designed to make configuring Analytics, Enterprise Manager, and the databases easier. Please follow the appropriate steps as defined below.

The configuration application contains the following workflow:

If you exit the configuration application before completing all of the steps in the workflow, or want to return to the configuration application for any reason, you can navigate to:

http://localhost/configuration

You need to be logged on to your database server locally in order to access the configuration application.

If you return to the configuration application, you can:

  • Resume the configuration (if you haven't completed it)
  • Redo a previous section
  • Start the configuration again (starting the configuration again does not delete existing databases)

The configuration application can create the Main and Results Warehouse (RW) databases for you automatically, or you can create them manually.

Please choose your preferred method below:

Automatic (the databases are created for you, using the credentials you provide)

 

When creating the Perception databases, it is important to note that the databases must be separate databases with unique names. The configuration application assumes the databases will be unique and that none will be used more than once (i.e., it assumes that the Perception_MAIN database will not also be used as the shared repository).

Also, if you don't use the default names, please ensure you do not use illegal characters when creating your database. For more information, please refer to A4. Illegal characters.

To create the Main and Results Warehouse (RW) databases automatically, you will need to provide several details. The details required will depend on what database technology you are using, but will include:

  • Database base administrative user details, including password
  • The address of the database server

To create your databases automatically:

  1. Make sure the Automatic option box is selected
  2. Select the database type you are installing Perception on from the Choose database type drop-down list

  3. Refer to the relevant section depending on your database type:
    • SQL Server 2008

      1. Enter the fully-qualified name for the database server you want to use in the format <servername>.<domain>, e.g.,db2008.myorganization.local. You may also use an IP address, or just the server name if the server is not part of a domain.Do not use (local) or localhost. If you have multiple instances on your database, remember to include the instance name where necessary: <servername>\<instancename>

      2. When administering this database server, you need to login to the relevant service. Select how you connect to the database server using the I connect using drop-down list. If you login using:

        • Windows Authentication - You will need to enter the Windows username and password associated with the system administrator for the database server. If you are using a domain server, remember you should use the fully qualified<domain>\<username>. For example, myorganization\dbsysadmin.
        • SQL Server Authentication - You will need to enter the database system administrator and password. For example, on SQL Server 2008, you will typically use the sa user.
      3. Enter a username for the database user you would like the configuration application to make. This user will be used by the ODBC connection to allow the databases to communicate with Perception.

        You can allow the configuration application to create a random password for this user, or you can specify your own by unchecking the Auto Generate checkbox.

      4. You can now enter the names you would like to assign to the two databases created at this time (the Perception Main database and the Analytics Results Warehouse database).

        Enter the desired names for the databases.

      5. Click Create. Once the databases have been setup, you will see the following:

      6. Click Continue to move to the next step

      You can now continue to step 12 using the link below.

    • Oracle 11g
      1. Enter the fully-qualified name for the database server you want to use in the format <servername>.<domain>, e.g.,orcl11g.myorganization.local.

      2. Enter the System ID (as defined when Oracle was setup)
      1. Define the Port used to communicate with Oracle (as defined when Oracle was setup)
      2. Enter the Username and Password details of an Oracle user who has permissions to create Users, Tablespaces, and Roles

      3. From the This user should connect as drop-down box, define the role the user (entered above) has on the Oracle system. This could be:
        • Default - A standard user assigned these permissions
        • SysDba - System Database Administrator
        • SysOper - System Operator

        Each of the above users require unique commends for connecting, so please make sure that the user you entered is defined appropriately.

      4. Now you need to define the names of the User and corresponding Tablespaces for the Perception Main database and the Analytics Result Warehouse database that you would like the configuration application to make.

        You can assign your own User and Tablespace name, and you can choose to auto-generate the password or create your own by checking/unchecking the Auto Generate checkbox.

      5. Click Create. Once the databases have been setup, you will see the following:

      6. Click Continue to move to the next step

      You can now continue to step 12 using the link below.

Manual (you create the databases manually, and then provide the details to the configuration application)

To manually create the Main and Results Warehouse (RW) databases, you will need to create your databases first. For instructions on doing so, please refer to the following section:

A1. Create the databases manually

After you have created your databases, refer to the relevant section depending on your database type:

  • SQL Server 2008
    1. In the configuration application, select Manual from the How do you want to create the databases? section
    2. Select SQL Server from the Choose database type drop-down list

    3. Enter the fully qualified name for the database server you want to use in the format <servername>.<domain>, e.g.,db2008.myorganization.local. You may also use an IP address, or just the server name if the server is not part of a domain. Do not use(local) or localhost. If you have multiple instances on your database, remember to include the instance name where necessary:<servername>\<instancename>

    4. Enter the Login and Password details for the user you created for the databases
    5. Enter the Database name you assigned to the Perception shared repository database (Perception_MAIN) you created
    6. Enter the Database name you assigned to the Result Warehouse database (Perception_RW) you created
    7. Click Create

      Once the databases have been setup, you will see the following:

    8. Click Continue

    You can now continue to step 12 using the link below.

  • Oracle 11g
    1. In the configuration application, select Manual from the How do you want to create the databases? section
    2. Select Oracle from the Choose database type drop-down list
    3. Enter the Database server name where you created the schemas
    4. Enter the SID for the Oracle server and make sure the port number is correct for your database
    1. Enter the User and Tablespace and Password details for the Perception_MAIN database you manually created
    2. Enter the User and Tablespace and Password details for the Perception_RW database you manually created
    3. Click Create

      Once the databases have been setup, you will see the following screen:

    4. Click Continue

    You can now continue to step 12 using the link below.