Deploy IBM Rational Insight 1.1.1.2 for the enterprise

Are you thinking about deploying an IBM Rational Insight in your large enterprise? This article shows, step-by-step, how to install Rational Insight components across three separate workstations to allow certain functions of Rational Insight to benefit from exclusive use and specialization of hardware resources.

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Ali Manji (amanji@ca.ibm.com), Software Developer, IBM

author photoAli Manji is a software developer with the IBM Rational Insight team in Canada. He has several years of experience with Rational software and experience in working with many IBM offerings. You can follow Ali on Twitter @torontoIBMer or follow his developerWorks blog, Random Rational tidbits.



10 September 2013

Also available in Chinese

A previous article, Deploy IBM Rational Insight 1.1 for the enterprise, details the benefits of deploying IBM® Rational® Insight 1.1 across a three-tier, enterprise architecture.

This 2-part article series updates that discussion, and in this article, Part 1, the focus is deploying Rational Insight Version 1.1.1.2 to a 3-tier architecture. Part 2, shows you how to further scale your deployment by introducing a 4th-tier to act as a dedicated web server.

Rational Insight enterprise deployment architecture

Figure 1 outlines the deployment of Rational Insight 1.1.1.2 that you will follow in this 2-part article series.

Figure 1. Enterprise-level Rational Insight deployment topology
Four tiers of this enterprise Insight deployment

The Insight Data Server hosts the Data Warehouse and Content Store databases. The Extract, Transform, and Load (ETL) functions run on the Insight ETL Server. Report processing and execution happens on the Insight Report Server. The Insight Web Server accepts incoming report execution, and administrative requests.

Note:
In Figure 1, the Report Server and ETL Server require the DB2 Data Server Client to communicate with the DB2 Enterprise Server running on the Insight Data Server. Though this enterprise deployment targets a 64-bit architecture, a 32-bit DB2 Data Server client is necessary for the data access connectivity between those servers.


Before you start

Software prerequisites

To perform the steps in this article to achieve the target deployment topology shown in Figure 1 you will need to carry out the installation of the following pre-requisites:

  1. On the Insight Web Server:
    1. IBM Installation Manager 1.6.2 (32-bit)
    2. IBM HTTP Server 8.5.0.2 (64-bit JDK SDK)
    3. WebSphere Plugin for HTTP Server 8.5.0.2 (64-bit JDK SDK)
  2. On both the Insight Report Server and Insight ETL Server:
    1. IBM Installation Manager 1.6.2 (32-bit)
    2. DB2 Data Server Client 10.1 with Fix Pack 2 (32-bit)
    3. WebSphere Application Server 8.5.0.2 (64-bit JDK SDK)
  3. On the Insight Data Server
    1. DB2 Enterprise Server Edition 10.1 with Fix Pack 2
  4. Identify the workstation hosting your organization's Rational License Key Server (RLKS) and install an appropriate license for Rational Insight. Alternatively, identify a suitable workstation and install RLKS 8.1.3 or later

Notes:

  • Rational Insight enters a 180-day trial mode until you install a Rational license key onto the RLKS.
  • Ensure your Database Administrator chose the option to enable operating system security during the installations of DB2 Enterprise Server Edition and DB2 Data Server Client.
  • When installing the DB2 Client or DB2 Server, select the option enable operating system security. This creates the operating system groups DB2ADMNS and DB2USERS.
  • The architecture level of the Java SDK installed with WebSphere Application Server must match with the bit-level of the Insight architecture that you plan to install. This article assumes a 64-bit installation deployment for Insight.
  • For this article, assume that you have root user access for Linux® or UNIX® or Administrator user privileges for Microsoft® Windows®.
  • This deployment topology houses the DB Server and RRDI on the same physical workstation. If the DB Server is on a separate workstation, then you must install a 32-bit database client on the same workstation as RRDI. The database client must be 32-bit even if the database server installation is 64-bit.

Pre-deployment Checklist

Before proceeding, ensure that you have:

  • Root user access for Linux or AIX and Administrator user privileges for Microsoft Windows for the workstations in the above topology.
  • A database administrator user id for the database server

Create the databases for the Insight Data Server

Use a DB2 Database Enterprise Edition Server to store three important databases that Rational Insight uses:

  • The Rational Insight Data Warehouse (RIDW)
  • The Rational Insight Content Manager (RICM)
  • A database to hold sample data (SAMPLEDW)

The Rational Insight Data Warehouse

Stores aggregated, historical data used in Insight reports. This database is subject to scheduled refreshes to keep the information up-to-date.

For evaluation purposes you will create a database (SAMPLEDW) to host sample data. This database acts as a pre-populated data warehouse which allows you to run some of the sample reports included with Rational Insight. The sample data in the reports gives you an idea of the valuable development intelligence you can derive.

The Rational Insight Content Manager

The database (RICM) contains metadata for Rational Insight software's inner workings.

Create the databases in DB2

On the server hosting your DB2 Enterprise Server Edition installation, create the Insight databases, RICM, RIDW, and SAMPLEDW following these steps:

  1. Launch a SQL Command Line Processor window, Start > All Programs > IBM DB2 > DB2Copy1 (Default) > Command Line Processor
  2. Enter the following commands, one at a time:
	create db RICM using codeset UTF-8 territory en PAGESIZE 16384
	update db cfg for RICM using APPLHEAPSZ 1024
	update db cfg for RICM using LOCKTIMEOUT 240
	create db RIDW using codeset UTF-8 territory en PAGESIZE 16384
	create db SAMPLEDW using codeset UTF-8 territory en PAGESIZE 16384

Create the rptuser user to run reports with

During installation of the DB2 Server, your Database Administrator should have chosen the option to enable operating system security. As a result, the operating system group DB2ADMNS is created. Users of this group have database administrator privileges.

Create a user account (rptuser) on the operating system. Make rptuser a member of the DB2ADMNS group. This gives Rational Insight a user account with sufficient privileges to start the database queries required to run Insight reports and other tasks.

Create the rptuser account:

  1. Launch the Computer Management Windows utility. Start > Administrative Tools > Computer Management.
  2. Create a new user account:
    1. In the left navigation pane, select Computer Management (Local) > System Tools > Local Users and Groups > Users.
    2. Right-click then select New User….
    3. Enter rptuser in the User name: field.
    4. Enter a password in the Password: field.
    5. Re-enter the password in the Confirm password: field
    6. Select, or deselect, other options appropriate for user management security at your organization.
    7. Click Create.
    8. Click Close.

Grant database administrator privileges to rptuser:

  1. In the main pane, select then right-click the rptuser account.
  2. Select Properties from the pop-up menu.
  3. In the Properties dialog window, select the Member Of tab then click Add…
  4. In the Enter the object names to select (examples) field enter DB2ADMNS and click the Check Names button, then click OK.
  5. Click OK.
  6. Close the Computer Management utility, select File > Exit.

Install the Rational Insight report server

Install the Rational report server on the designated physical server using these steps:

  1. From the disk1 folder, run:
    ./launchpad.sh (for Linux or UNIX)
    launchpad.exe (for a Microsoft Windows 32-bit OS)
    launchpad64.exe (for a Microsoft Windows 64-bit OS)
  2. In the Rational Insight Deployment Launchpad window, on the left menu panel, click Install Insight.
  3. In the main window, click the Install Rational Insight 1.1.1.2 hyperlink
  4. After the IBM Installation Manager launches, select:
    1. IBM Rational Reporting for Development Intelligence - Version 2.0.3.0

      Note:
      IBM Rational Reporting for Development Intelligence (RRDI) is a base component that Rational Insight depends on.
       
    2. IBM Rational Insight - Version 1.1.1.2.
    3. Installation Manger – Version 1.6.0.

      Note:

      You will see this listed and selected for installation only if a full version of Installation Manager is not already present.
       
  5. Click Next >.
  6. Close any running programs, disable or shut down any running or active antivirus software, and ensure that you are installing the bit-version of Insight that matches with your WebSphere Application Server installation before clicking Next >.
  7. Select the I accept the terms in the license agreements radio button, and click Next >.
  8. If you have not previously installed IBM Installation Manager, you will see a page allowing you to change the default locations for the Shared Resources Directory and the Installation Manager Directory. After making any desired changes, click Next >.
  9. Leave or change the default for the Rational Insight Installation Directory value to a location that you prefer.
  10. Check the appropriate radio button for Architecture Selection to match the bit-version of Insight that you downloaded and click Next >.

    Note:
    The architecture level of the Java SDK installed with WebSphere Application Server must match the bit-level of the Insight architecture that you plan to install. This article assumes a 64-bit installation deployment for Insight.
     
  11. Select check boxes for any additional language translations that you need, and click Next >.
  12. On the Select features to install page, choose at least all of the items shown in Figure 2, and click Next >.
Figure 2. Installing the Rational Insight report server packages
Packages for installation
  1. For the Common Configurations page, select the All-In-One environment radio button and click Next>
  2. On the Review the summary information page, click Install.
  3. You will receive notification that all of the packages installed successfully, select the Start the IBM Rational Reporting Setup Server radio button and click Finish.
  4. Click Exit to close the Rational Insight Deployment Launchpad.

Insight Report Server post-installation steps

Because Rational Insight and the IBM® Cognos® Business Intelligence server access DB2 through the call-level interface (CLI), you will need to create a DB2 alias for the RIDW and SAMPLEDW Data Warehouses.

You can create these aliases through use of the DB2 CATALOG DATABASE command (see the Resources section for a link to this topic in the DB2 Information Center).

For the topology illustrated in Figure 1, the steps used to create the required aliases are:

  1. Launch a SQL Command Line Processor window, Start > All Programs > IBM DB2 > DB2Copy1 (Default) > Command Line Processor
  2. Enter the following commands, one at a time:
	catalog tcpip node kulsum remote kulsumfatima.canlab.ibm.com server 50000 
	catalog database RIDW at node kulsum
	catalog database SAMPLEDW at node kulsum

Install the Rational Insight ETL server

Install the Rational ETL server on the designated physical server using these steps:

  1. Repeat the installation steps 1-11 from the Install the Rational Insight report server section.
  2. For the Common Configurations page, select the A Distributed ETL server radio button and click Next>
  3. Repeat the installation steps 13-15 from the Install the Rational Insight report server section.

Rational Insight ETL Server post-installation steps

Repeat the steps from the Insight Report Server Post-installation steps section on the ETL Server.


Configure the Rational Insight report server

Run the Setup application to configure and deploy the Insight report server onto your WebSphere Application Server.

  1. Open the Setup application browser interface. Start > All Programs > IBM Rational Reporting > Open the IBM Rational Reporting Setup.

    Note
    if you are on the Linux platform:
    Open a web browser and enter the Setup Application URI as https://fullyQuallifiedHostName:10443/rrdi/setup (for example, https://masumazahra.torolab.ibm.com:10443/rrdi/setup).
     
  2. On the initialization page of the Setup application:
    1. Enter https://fullyQualifiedHostName:10443/jts for the RRDI Setup Server URL (for example, https://masumazahra.torolab.ibm.come:10443/jts).

      Note: This URL is different from the URL in step 2 that you used to start the actual Rational Reporting Setup application.
       
    2. Enter a user name in the User ID: field. This is the user id you would use for running the Setup application.

      Important: Do not use a user id value of admin; this value is reserved for use by the Setup application itself.
       
    3. Enter a password in the Password: field.
    4. Re-enter the password in the Retype Password: field.
    5. Check the box that acknowledges that you cannot change the URL without potentially adverse effects.
    6. Click Initialize.

      Note:
      If prompted to allow pop-ups: Allow the pop-up, then refresh the browser window.
       
    7. In the pop-up login window, enter the user id and password used in steps b. and c. then click Log In.
    8. Click Yes on the pop-up that requests your permission to allow the RRDI Setup application to collaborate with the underlying Jazz team server.
  3. To select this scenario, click the link Set up Rational Insight.

Configure Database Management System

On the Configure Database Management System page of the Setup application:

  1. Ensure that DB2 is selected for database vendor:
  2. Enter the directory of DB2's JDBC driver in the JDBC driver location field: DB2InstallDir\java (for example, C:\Program Files\IBM\SQLLIB\java).
  3. Click Copy.
  4. Click Next.

Configure the content store database (RICM)

  1. On the Configure Content Store database page of the Setup application:
    1. Ensure the Enable to create the local database box is unchecked.
    2. Enter the fully qualified hostname for your Insight data server in the Database host field (for our topology it would be: kulsumfatima.canlab.ibm.com)
    3. Leave the default for Port as 50000, unless you installed DB2 to run on a different port value.
    4. Leave the default for Database name: as RICM.
    5. In the Database administrator: field, enter a DB2 administrator user id.

      Note: The default for Windows is db2admin and the default for Linux is db2inst1.
       
    6. In the Password: field enter the database administrator password.
    7. In the Table space location: field enter a desirable location to hold the table space (e.g. type C:\DB2\NODE0000\RICM). The directory structure you specify must exist on the Insight data server before you proceed.

      Note:
      On Windows, by default, DB2 puts table spaces below C:\DB2\NODE0000
      and on Linux below /home/db2inst1/db2inst1/NODE0000.

      However, the table space directory can be located anywhere on your file system that the DB2 server has read and write privileges. It does not need to be inside DB2's default storage area. The Insight Setup application reads and writes to the directory you choose.
       
    8. Click Validate.
    9. After the validation is complete, click Run Now under Step 2: Prepare the content store database
    10. After you receive the The database has been successfully prepared message, click Next >.

Configure the Reporting Data Warehouse database (RIDW):

On the Configure Data Warehouse page of the Setup application, in the section Step 1: Configure data warehouse connection properties:

  1. Ensure the Enable to create the local database box is unchecked.
  2. Enter the fully qualified hostname for your Insight data server in the Database host field (for our topology it would be: kulsumfatima.canlab.ibm.com)
  3. Leave the default for Port as 50000, unless you installed DB2 to run on a different port value.
  4. Leave the default for Database name as RIDW.
  5. For Database administrator enter a DB2 administrator user id.

    Note: The default for Windows is db2admin and the default for Linux is db2inst1.
     
  6. In the Password: field, enter the database administrator password.
  7. In the Table space location: field enter a desirable location to hold the table space (e.g. type C:\DB2\NODE0000\RIDW). The directory structure you specify must exist on the Insight data server before you proceed.

    Note:
    On Windows, by default, DB2 puts table spaces below C:\DB2\NODE0000
    and on Linux below /home/db2inst1/db2inst1/NODE0000.

    The table space directory you choose can be located anywhere on the file system that the DB2 server has read and write privileges and does not need to be inside DB2's default storage area. This is because the Insight's Setup application reads and writes to this directory.
     
  8. Under the section Step 2: Reporting user, enter rptuser for Report user name and enter the password for rptuser in the Password field.

    Note:
    You created the rptuser account in the section Create the rptuser user to run reports with.
     
  9. Click Validate.
  10. After the validation is complete, click Run Now under Step 4: Prepare the data warehouse database
  11. After you receive the The database has been successfully prepared message, click Next >.

Configure Application Server Profile

On the Configure Application Server Profile page of the Setup application, you will create a WebSphere profile to host the Insight report server application:

  1. In the Application server installation directory field, enter the location of your WebSphere installation, for example C:\Program Files\IBM\WebSphere\AppServer.
  2. Ensure the Use an existing profile box is unchecked.
  3. You can change or leave the default value for the Profile name field as RationalReporting.
  4. You can change the default value for the Port field if the default value of 9080 is already in use.
  5. Check the Enable administrative security check box and enter a desirable user id for Administrative user and a password for logging into to the WebSphere Admin Console with.
  6. On the Step 2: Validate and start the application server profile… section, click the Validate button.
  7. After the validation completes, ensure the Recreate the profile if one with the same name already exists checkbox is checked and click the Create Profile button
  8. After you receive the The application server profile has been created successfully message, click Next >.

Configure Rational Reporting User Authentication

You can configure Rational Insight to use the IBM Collaborative Lifecycle Management's (CLM) Jazz Team Server user repository to authenticate users. This is of particular importance if these users are part of a population you want to author, run, or administer Insight Reports.

Though this is an important topic, configuring this authentication is not a focus for this article series. As such, click the Enable anonymous access to the reporting server checkbox under the Step 1: Configure Jazz namespace section and click Next > to continue.

ETL topology

  1. To have the Insight report server and the Insight ETL server deployed to separate physical servers, under Option 1: ETL server is running on the same machine with the report server section, uncheck the Configure an all-in-one environment checkbox
  2. Under Option 2: ETL server is running on a separate machine without the report server, enter the following:
    1. For Setup Application URL, enter the URL for the Insight Setup application that is running remotely on the server that will host the ETL server. For our topology it is: https://abbasali.torolab.ibm.com:10443/rrdi
    2. For User ID and Password enter a desired user id and password for the remote Setup application that you will use later to configure the ETL server.

This is all shown in Figure 3.

Figure 3. Registering the Setup application for the ETL server
Register the setup application remotely for the ETL server

Build and Deploy Reporting Components

On the Build and Deploy Reporting Components page of the Setup application:

  1. On Step 2: Deploy reporting components section, click the Deploy button.
  2. After you receive the The reporting components have been successfully deployed onto the application server message, click Next >.

Configure Insight Licensing

On the Configure Insight Licensing page:

  1. For the License server elements field, enter the port and server information for the Rational Licensing Server that hosts your Rational Insight licenses then click Validate
  2. Click Install.
  3. Click Next >.

Note:
If you do not have the information you can choose to leave the License server elements field empty and click Next > to continue. You can enter the license server information later, however, until you enter the license server information, the Rational Insight report server will be in trial mode.

Configure IBM Rational Insight Data Warehouse

On the Configure IBM Rational Data Warehouse page of the Setup application:

  1. Under Step 1: Validate RRDI data warehouse, click Validate.
  2. Under Step 2: Execute the scripts to prepare Insight data warehouse, click Run now
  3. After you receive the Successfully prepared the Insight data warehouse message, click Next >.

Configure Sample Data Warehouse

For the Configure Sample Data Warehouse page, follow steps 1-11 in the section Configure the Reporting Data Warehouse database (RIDW), with the only differences being related to the naming of the sample data warehouse:

  1. The default Database name field should be SAMPLEDW
  2. In the Table space location: field enter a location to hold the table space (e.g. type C:\DB2\NODE0000\SAMPLEDW). The directory structure you specify must exist on the Insight data server before you proceed.

    Note:
    On Windows, by default, DB2 puts table spaces below C:\DB2\NODE0000
    and on Linux below /home/db2inst1/db2inst1/NODE0000.

    The table space directory you choose can be located anywhere on the file system that the DB2 server has read and write privileges and does not need to be inside DB2's default storage area. This is because the Insight's Setup application reads and writes to this directory.
     

Build and Deploy Insight Reporting Components

For the Build and Deploy Insight Reporting Components page:

  1. Ensure all boxes are checked under Step 1: Deploy Insight reporting components
  2. Click the Deploy button
  3. After you receive the The Insight reporting components have been successfully deployed onto the application server message, click Next >.
  4. The deployment process can take several minutes. When completed, click Next >. A summary page is shown providing details of the completed setup configuration as shown in Figure 4.
Figure 4. Summary of the Insight report server configuration
Successful configuration of the Insight report server
  1. Click Finish. You should now be back at the main page of the Setup application. Do not close the browser, as you will continue to use the Setup application to configure the Rational Insight ETL Server.

Configure the Rational Insight ETL server

Continue to use the Setup application running on the Insight report server to remotely configure and deploy the Insight ETL server onto WebSphere Application Server.

Most of the steps and values you enter to configure the ETL server are similar to those you entered when you configured the Insight report sever. The main differences are the values for the location of the JDBC driver and the installation location of WebSphere, which is specific to the ETL server.

  1. In the main Setup page, select Distributed ETL Scenario.
  2. When prompted to login, enter the Setup user id and password that you created, in step 2 b. of the ETL Topology section, thenclick Log In.
  3. Click Yes on the pop-up that requests your permission to allow the RRDI Setup application to collaborate with the underlying Jazz team server.
  4. On the Configure Database Management System page, follow the same steps in the section Configure Database Management System using location values specific to the ETL server.
  5. On the Configure Application Server Profile page, follow the same steps in the section Configure Application Server Profile using location values specific to the ETL server.
  6. On the Configure Insight Licensing page, follow the same steps in the section Configure Insight Licensing.
  7. On the Build and Deploy Reporting Components page, follow the same steps in the section Build and Deploy Reporting Components.
  8. Click Finish. You should now be back at the main page of the Setup application. You can close the browser.
  9. Shutdown the Insight Setup server on the Insight report server and the Insight ETL server by opening a command prompt and navigating to <InsightInstallDir>\setup\tool\JazzTeamServer\server and entering server.shutdown.bat

Run sample reports

Test your distributed deployment by running some of the available reports that Rational Insight includes.

  1. Open a web browser and enter a URL similar to http://fullyQualifiedHostname:9080/reporting. For example, in this topology the URL is http://masumazahra.torolab.ibm.com:9080/reporting
  2. Under the Public Folders tab, select Sample Report Definitions > Insight.
  3. Browse and run the reports under the Dashboard Reports or Data Warehouse Reports folder.

Figure 5 shows the Defect Distribution across Components report This is one example of the many Rational Insight reports you can use. You can find this report by selecting Public Folders > Sample Report Definitions > Dashboard Reports > Project Level Reports.

Figure 5. The Defect Distribution across Component report
Shows severity of defects by component

Summary

You completed a 3-tier enterprise deployment of Rational Insight with a separate physical machine to host each of the following:

  1. Report server
  2. ETL server
  3. Data server hosting the data warehouse and content store databases.

This article showed, step-by-step, how to install Rational Insight components across three separate workstations to allow certain functions of Rational Insight to benefit from exclusive use and specialization of hardware resources.

Part 2 will cover adding a 4th tier to our deployment to act as a dedicated web server to further scale your deployment of Rational Insight for the large enterprise.


Acknowledgement

The author thanks Cheng-Yee Lin for his review of this article.

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