Deploy IBM Rational Insight 1.1 for the enterprise

Find out what to consider when you deploy IBM Rational Insight in your large enterprise.

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.



28 August 2012

Also available in Russian Portuguese

A previous article, Tips for deploying Rational Insight 1.0 in a large enterprise, covered some of the benefits of deploying IBM® Rational® Insight v1.0.1.1 components across a three-tier architecture.

This article expands on that article to include a web tier to handle static content. It also updates the discussion for users who want to deploy Rational Insight Version 1.1.

Rational Insight enterprise deployment architecture

Figure 1 outlines the deployment of Rational Insight 1.1 that you will follow in the example in this article.

Figure 1. Enterprise-level Rational Insight deployment topology
Flow diagram of the three tiers

There are a couple of important items to remember:

  • Each of the machines in this architecture uses a 64-bit operating system; however, Rational Insight Version 1.1 runs in 32-bit mode only. You will need to install 32-bit versions of all of the prerequisites for Rational Insight (for example, IBM® DB2® database and IBM® WebSphere® Application Server).
  • The report server requires a permanent license, which is installed into and accessed from the IBM Rational License Key Server Version 8.1.1 (or later). You can install the Rational License Key server on a machine that is remote from the Rational Insight servers shown in Figure 1. We will not cover how to install and use the licenses required by Rational Insight.

Before you start

To perform the steps in this article to achieve the target deployment topology shown in Figure 1 you will need:

  • Three physical workstations to create your enterprise deployment of Rational Insight
  • Installation media for:
    • Rational Insight 1.1
    • DB2 Enterprise Server Edition 9.7
    • DB2 Data Server Client 9.7 (32-bit)
    • IBM HTTP Server 8.0 (32-bit), bundled with IBM WebSphere Application Server 8.0
    • WebSphere plug-in for IBM HTTP Server 8.0

Important:

  • Both the ETL (extract, transform, and load) server and report server require the DB2 Data Server client
  • The Rational Insight report server requires an installation of WebSphere Application Server 6.1 or 7.0 on the same physical machine. You have several options for how to install the Rational Insight report server with the WebSphere Application Server:
  • Have Rational Insight install WebSphere Application Server along with the Rational Insight report server component.
  • Install the Rational Insight report server in an existing WebSphere Application Server installation.
  • Indicate that you want to deploy the Rational Insight report server to WebSphere Application Server yourself, manually.

In this article, you will select the first option, and let Rational Insight install WebSphere Application Server 7.0 and deploy the Rational Insight report server to WebSphere.

Note:
In carrying out the steps in this article, assume that you have root user access for Linux or UNIX and Administrator user privileges for Microsoft Windows.


Install the Rational Insight data server

In this example, you are installing the data server on Red Hat Enterprise Linux Edition 5.6, using the root user.

  1. From the disk1 folder, run: ./launchpad.sh (for Linux or UNIX)
    launchpad.exe (for Microsoft Windows 32-bit OS)
    launchpad64.exe (for a Windows 64-bit OS)

    Tip:
    For our Rational Insight data server hosted on Red Hat Linux 5.6 to run ./launchpad.sh, it was necessary to add the following to the /root/.bash_profile file:
    export BROWSER=/usr/bin/firefox
  2. In the Launchpad window, click Install IBM Rational Insight.
  3. After the IBM Installation Manager launches, select IBM Rational Insight 1.1. If a full version of Installation Manager is not present on your machine, IBM you will see Installation Manger 1.5.0 listed and selected for installation.
  4. Click Next.
  5. Close running programs, disable or shut down any running or active antivirus software, and click Next.
  6. Select the I accept the terms in the license agreements radio button, and click Next.
  7. Either leave or change the default for the Shared Resources Directory value to a location that you prefer, and click Next.
  8. Leave or change the default for the Rational Insight Installation Directory value to a location that you prefer, and click Next.
  9. Select check boxes for any additional language translations that you need, and click Next.
  10. On the Select features to install page, choose all of the items under the Database Server package (only those), as shown in Figure 2, and click Next.
Figure 2. Installing the Rational Insight database server packages
Be sure to select only Database Server packages

Larger view of Figure 2.

Note:
So that you can validate the installation and run some of the available sample reports that Rational Insight provides, you are installing the Data Warehouse with the Sample Data component. You might also want to install it for training purposes or choose not to install it all. It will require 3 GB of space on your file system (on Linux).

  1. For the Common Configurations page:
    1. For the Installation mode drop-down menu, select Automatic: Create the databases for me.
    2. From the Database type drop-down menu, select DB2 9.7.
    3. In the "Database application location" field, enter the location of your DB2 installation. (The default location for a Linux installation of DB2 is usually /opt/ibm/db2/V9.7. For Windows, it is normally C:\Program Files\IBM\SQLLIB.)
    4. Enter the DB2 administrator user ID and password. For Linux, the administrator user ID is normally db2inst1, and for Windows, it is usually DB2ADMIN.
  2. Click Next.
  3. On the Review the summary information page, click Install.
  4. You will receive notification that all of the packages installed successfully, click Finish.
  5. Close the Launchpad.

Post-installation steps

(Optional) Inspect DB2 to ensure successful creation of the SAMPLEDW, Data Warehouse, and Content Manager databases.


Install the Rational Insight ETL server

You are installing the Rational ETL server on Windows with a user account that has Administrator privileges.

  1. Repeat the installation steps 1-8 from the Installing the Rational Insight data server section.
  2. On the "Select features to install" page, choose all of the items under the ETL Server package, as shown in Figure 3, and then click Next.
Figure 3. Installing the Rational Insight ETL server packages
Make sure to select only the ETL server packages

Larger view of Figure 3.

Note:
Installation of the Data Manager Client package will occur due to a dependency from the ETL server packages.

  1. On the "Review the summary information" page, click Install.
  2. After you receive notification that all packages installed successfully, click Finish.
  3. Close the Launchpad.

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 SAMPLEDW, Data Warehouse, and Content Manager databases. You can create these aliases in at least two different ways: either through use of the DB2 CATALOG DATABASE command or through the DB2 Configuration Assistant tool (see the Resources section in this article for links to both)


Install the Rational Insight report server

You are installing the Rational ETL server on Windows with a user account that has Administrator privileges.

  1. Repeat the installation steps 1-8 from the Installing the Rational Insight data server section.
  2. On the "Select features to install" page, choose all of the items under the main Report Server package (see Figure 4), and click Next.
Figure 4. Installing the Rational Insight report server packages
Be sure to select only report server packages
  1. For "Fill in the configurations for the packages" in the directory tree panel on the left, under the Common Configurations entry, you should see two entries: Common Licensing and Application Server.
    1. Select the Common Licensing entry.
    2. Here, you can enter the host name and port of one or more Rational License Key servers that will host your Rational Insight licenses. You can also leave these values empty and enter this information after the installation or at the end of your 180-day trial license, which will activate until you enter valid license server details.
  2. Click Next to advance to the Application Server leaf of this page:
  3. In the drop-down menu for choices of server installations, select WebSphere Application Server 7.0 (new installation).
  4. Leave the port that WebSphere will use as 9080 unless it poses a conflict.
  5. Check the Enable administrative security check box, and enter a user name and password to use to make any necessary future administrative changes within the WebSphere Administrative console.
  6. Click Next.
  7. On the "Review the summary information" page, click Install.
  8. After you receive a successful installation notification, click Finish.
  9. Close the Launchpad.

Post-installation steps

  1. Copy the following DB2 driver files from the DB2 Data Server Client installation directory (on Windows platforms, it is typically located at C:\Program Files (x86)\ibm\SQLLIB\java:
    • db2java.zip
    • db2jcc.jar
    • db2jcc_license_cu.jar
    • db2policy.jar
    to the following locations:
  • Rational Insight installation directory\cognos\webapps\p2pd\WEB-INF\lib
  • Rational Insight installation directory\AppServer\profiles\RationalReport\installedApps\hostnameNode01Cell\IBM Cognos.ear\p2pd.war\WEB-INF\lib
  1. The Rational Insight report server also requires that you repeat the post-installation step from the Installing the Rational Insight ETL server section.
  2. Launch the IBM Cognos Configuration utility by selecting Start > IBM Rational Insight > IBM Cognos > IBM Cognos Configuration, and enter these values (also shown in Figure 5):
    1. Select Data Access > Content Manager > Content Store.
    2. For Type, select DB2 database.
    3. For the database server and port number, enter the hostname and port for the DB2 server that is located on the same machine as the Rational Insight data server.
    4. Change the value for the "Database name" field from CM to RICM (for Rational Insight Content Manager).
    5. Save your changes by selecting File > Save.
    6. Close the IBM Cognos Configuration utility.
Figure 5. Setting the Content Store values
Enter the correct database server host and port
  1. Start the Rational Insight Server: Start > WebSphere > App Server v7.0 > Profiles > RationalReport > Start the Server. Wait 3-6 minutes for start-up and initialization to occur.
  2. Use the web-based IBM Cognos Administration tool to update the data source for the Data Warehouse to provide correct connection details for Rational Insight to reach the SAMPLEDW.
    • Launch Rational Insight: Start > IBM Rational Insight > Open Rational Insight.
    • On the right hand side, within the IBM Rational Insight ribbon, click the Launch arrow and follow these instructions to update the connection string to provide the correct host and port information to the DB2 server that co-exists on the same machine as your Rational Insight data server.

Set up and configure the web server tier

As part of the deployment architecture, consider a web tier to handle routing of the incoming web requests and servicing of static content. Doing so allows the Rational Report server to focus on handling requests for dynamic report content.

You will need to rebuild and redeploy Rational Insight to exclude static content and configure the web server to handle requests for static content. You will configure IBM HTTP server and the corresponding web server plug-ins for IBM WebSphere Application Server to service static content requests from Rational Insight.

Configuring the IBM HTTP Server

For the sake of brevity, assume that you have installed the IBM HTTP Server and the web server plug-ins for WebSphere Application Server. For your convenience, you will find both of these packages included in your installation media for IBM WebSphere Application Server.

Configure the IBM HTTP Server's configuration file to indicate:

  • That you will use the IBM web server plug-in for WebSphere
  • The location of the static web content and corresponding executable web scripts for the Rational Insight application

Locate the httpd.conf file (typically located under C:\Program Files\IBM\HTTPServer\conf),and add the following to the end of the file:

LoadModule was_ap22_module 
"WEB_SERVER_PLUGIN_INSTALL_DIR\bin\32bits\mod_was_ap22_http.dll"
WebSpherePluginConfig
"WEB_SERVER_PLUGIN_INSTALL_DIR\config\webserver1\plugin-cfg.xml"
ScriptAlias /reporting/cgi-bin " InsightInstallDir/cognos/cgi-bin"
Alias /reporting "INSIGHT_INSTALL_DIR/cognos/webcontent"
<Directory "INSIGHT_INSTALL_DIR/cognos/webcontent"> Options Indexes MultiViews AllowOverride None Order allow,deny Allow from all </Directory>

Where WEB_SERVER_PLUGIN_INSTALL_DIRis the location of your web server plug-in for WebSphere (typically C:\Program Files\IBM\WebSphere\Plugins)and INSIGHT_INSTALL_DIR is the location of your Rational Insight installation (typically C:\Program Files\IBM\Rational Insight)

Rebuild and redeploy Rational Insight

Rational Insight needs to inform WebSphere not to service static content requests.

  1. Open the INSIGHT_INSTALL_DIR/cognos/webapps/p2pd/WEB-INF file, and change the fileServingEnabled attributes to false, as shown in bold:
<webappext:WebAppExtension xmi:version="2.0" xmlns:xmi="http://www.omg.org/XMI"
xmlns:webappext="webappext.xmi" xmlns:webapplication="webapplication.xmi"
xmi:id="WebAppExtension_1"
fileServingEnabled="false" serveServletsByClassnameEnabled="false">
<webApp href="WEB-INF/web.xml#WebApp_1"/>
<jspAttributes xmi:id="JSPAttribute_1" name="fileServingEnabled" value="false"/>
<jspAttributes xmi:id="JSPAttribute_1" name="serveServletsByClassnameEnabled"
value="false"/>
</webappext:WebAppExtension>

Now you will rebuild and redeploy the Rational Insight reporting application:

  1. Back up theINSIGHT_INSTALL_DIR/cognos/p2pd.ear file.
  2. Open a command prompt and navigate to:
    INSIGHT_INSTALL_DIR/cognos/war/p2pd
  3. Enter the following command:
    build -Dcontext_root=reporting ear_without_webcontent
  4. If the Rational Insight report server (WebSphere Application Server) service is not already running, start it.
  5. Launch the WebSphere Application Server console and log in.
  6. ClickApplications > Application Types > WebSphere enterprise applications.
  7. SelectIBM Cognos, and clickStop.
  8. SelectIBM Cognosagain,and clickUpdate.
  9. Ensure that the Replace the entire application radio button is selected, and click Browse.
  10. Navigate to and select theINSIGHT_INSTALL_DIR/cognos/p2pd.earfile, and clickNext.
  11. ClickNextto advance past the next four wizard pages.
  12. ClickFinish.
  13. ClickSaveto the save the changes to the WebSphere Application Server master configuration.

Update the web server plug-in configuration file

  1. In the WebSphere Application Server console, select Environment > Update global Web server plug-in configuration, and click OK.
  2. Copy the updated plugin-cfg.xml file from:
    INSIGHT_INSTALL_DIR\AppServer\profiles\RationalReport\config\cells\plugin-cfg.xml
    to:
    WEB_SERVER_PLUGIN_INSTALL_DIR\Plugins\config\webserver1
  3. Restart the report server.
  4. Restart the IBM HTTP Server.

Run sample reports

Your deployment of Rational Insight for the enterprise is finished.

Now you can test your distributed installation by running some of the available reports and dashboards that Rational Insight includes.

  1. Launch Rational Insight: Start > IBM Rational Insight > Open Rational Insight.
  2. Under the Public Folders tab, select Sample Report Definitions.
  3. Browse and run the reports under the Dashboard Reports or Data Warehouse Reports folder.

Figure 6 is the Defect Distribution Across Components report, an example of the many Rational Insight reports that you can use. You can find this report by selecting Public Folders > Sample Report Definitions > Dashboard Reports > Project Level Reports.

Figure 6. The Defect Distribution Across Components report
Shows severity of defects by component

Summary

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.


Acknowledgement

The author thanks Arthur Ryman for his review of this article.

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