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After completing the PMF install program, the PMF application is prepared for use on your Reporting Server.
As previously mentioned in this documentation, PMF also requires a connection to a physical data mart, which must reside in an RDBMS. PMF uses this data mart as the central place where it stores data for Measures and Dimensions, the information that controls these, and other critical data, such as Feedback, Tasks, the specifications for Alerts, and Dashboard preferences.
Note the following before performing any of the procedures in this section:
To set up the PMF data mart, you need to:
Test and confirm the credentials you have given these rights before attempting to use the credentials to create the PMF Data mart in your RDBMS.
Note: For SQL Server or MySQL, the PMF installer will correctly configure the profile for the default tenant. For all others, this is a manual step.
The following system settings are required by certain supported RDBMSs to enable various PMF functions. These settings will vary from one RDBMS to another.
Setting |
Controls |
---|---|
PMF_DB_OWNER |
The configured owner or schema of the database that contains the PMF data mart. |
PMF_DB_TABLESPACE |
The defined and configured tablespace for the database. |
PMF_DB_INDEXSPACE |
The defined and configured index space for the database. |
During installation, the PMF installer prompts for none, one, or all of these setting depending on the database. After the install is completed, PMF updates the PMF settings table with the confirmed values that you provided.
To correct the error, you have to restore your data mart from the backup and change the PMF_DB_OWNER, PMF_DB_TABLESPACE, and PMF_DB_INDEXSPACE settings in the SYSTEM_SETTINGS database table.
If you ran the PMF installer and specified SQL server, PMF is already configured with a SQL Server database named pmf_base.
To create a new SQL Server data mart for PMF, perform the following steps:
Note the following before performing the procedure:
To create a new Oracle data mart for PMF, perform the following steps:
For details about variable settings, see Settings for Oracle Data Mart Build and Upgrade.
The DDL script creates and populates the new data mart with the minimum amount of data required to start PMF.
Once the values are entered, the Oracle system settings will be verified for legitimacy in your database. You cannot continue with the installation or upgrade if any of these values are not legitimate.
define PMF_DB_TABLESPACE = 'PMF_DATAMART_DATA' --define PMF_DB_TABLESPACE = 'PMF_DATAMART_DATA storage (initial 64K next 0K minextents 1 maxextents 2147483645 pctincrease 0 freelists 1 freelist groups 1)'
These settings will override your site standard settings for the duration of your Oracle session unless you specifically reset them after you have finished running the PMF scripts. Once you close your session, the settings will revert back to your site standards. For more information, consult your Oracle documentation.
Establishing and maintaining a DB2/UDB database is a complex task that requires knowledge of DB2/UDB and of any site specific standards. The following procedure should be performed by an experienced database administrator.
It is recommended that you use PMF for the schema name but a different name can be used if required for your standards. The schema name cannot exceed 10 characters.
It is recommended that you use PMF_DATAMART_DATA for the tablespace for the tables and PMF_DATAMART_INDEX for the tablespace for your indexes. Different names can be used if required for your standards.
Note: Sample code to create the database, schema, and table spaces is in the supplied script db2_env_defaults.sql which is located in the apps/pmfdbms/Create_Database folder.
set schema &PMF_DBOWNER; set path &PMF_DB_OWNER ;
Change &PMF_DB_OWNER to the name of your schema, which is typically PMF. It is recommended that the schema name be uppercase, alphanumeric ANSI characters only. The schema name cannot exceed 10 characters.
In addition, if you are not using the recommended schema or tablespace names, you will have to first edit the db2.sql file and substitute the proper names wherever they are used. View the output listing and verify that all statements completed successfully.
NOTE: It is recommended that you use the standard DB2 GUI toolkit - DB2 Control Center and/or DB2 Command Editor - to interact with your DB2 database. Alternatively, you may run the supplied sample scripts after making any necessary changes in command line mode. Here is what a typical DB2 command line session looks like:
C:\>db2 connect to pmf user db2admin Enter current password for db2admin: Database Connection Information Database server = DB2/NT64 9.7.0 SQL authorization ID = DB2ADMIN Local database alias = PMF C:\> db2 -vf C:\ibi\apps\pmfdbms\Create_Database\db2.sql -z C:\ibi\apps\pmfdbms\Create_Database\db2.out +o
The –z parameter along with the +o command effectively routes the session output to the file db2.out for inspection.
Perform steps a and b:
-SET &&PMF_OWNER_FOR_INSTALL_UPGRADE = ‘<schema_name>’;
where:
Is the name you chose in step 2.
Note: The schema_name is case sensitive and must exactly match what was entered in step 4.
If this step is omitted, you will see the following image when you log into PMF for the first time.
Note: If you upgrade to a new PMF release, this line must also be in your tenant profile.
Enter the same values you used when running the db2.sql script in the previous step. You must enter proper values, otherwise PMF will not allow further processing
The procedures for creating a DB2/zOS database are similar to those in the previous procedure for DB2/UDB, but note the following:
Note the following before performing the procedure:
To create a new data mart for PMF, perform the following steps:
Enter the schema name you created in the prior steps, along with the table and index tablespace names.
Note the following before performing the procedure:
To create a new data mart for PMF, perform the following steps:
Important: It is recommended that you use uppercase standard ANSI characters to name this only.
Perform steps a and b:
-SET &&PMF_OWNER_FOR_INSTALL_UPGRADE = ‘<schema_name>’;
where:
Is the name you chose in step 2.
If this step is omitted, you will see the following image when you log into PMF for the first time.
Note: If you upgrade to a new PMF release, this line must also be in your tenant profile.
Note the following before performing the procedure:
Unless explicitly requested, PostgreSQL only uses lowercase schema names. If you specify a PostgreSQL schema using uppercase characters, they will be converted to lowercase. It is recommended that when you create your PostgreSQL schema you use only lowercase ANSI characters. You may create the PMF schema in an existing PostgreSQL database, but it is recommended that you use a dedicated database for better control and isolation. The schema name cannot exceed 10 characters.
To create a new data mart for PMF, perform the following steps:
Important: Do not put the schema name inside single or double quote marks.
Note the following before performing the procedure:
To create a new data mart for PMF, perform the following steps:
Important: It is recommended that you only use uppercase standard ANSI characters to name this schema. The schema name cannot exceed 10 characters.
-SET &&PM_TNT_NAME_PRF = 'pmf_base' ; -SET &RDBMS_PRF = 'sqlmysql' ; -SET &RDBMS_CUBE_PRF = 'sqlhyp' ; -SET &PMF_DB_SPLIT_MODE_PRF = 'ON' ; APP MAP pmfdata "C:\ibi\apps\pmf_tenants\pmfdata" APP MAP pmfdata_tenant "C:\ibi\apps\pmf_tenants\pmf_base\pmfdata_tenant" APP MAP pmfdb_system "C:\ibi\apps\pmfdbms\pmfdb_system\pmfdb_system_&RDBMS_PRF" APP MAP pmfdb_system_tenant "C:\ibi\apps\pmf_tenants\pmf_base\pmfdb_system\pmfdb_system_&RDBMS_PRF" APP MAP pmfdb_cube "C:\ibi\apps\pmfdbms\pmfdb_cube\pmfdb_cube_&RDBMS_CUBE_PRF" APP MAP pmfdb_cube_tenant "C:\ibi\apps\pmf_tenants\pmf_base\pmfdb_cube\pmfdb_cube_&RDBMS_CUBE_PRF" APP MAP pmf_custom_tenant "C:\ibi\apps\pmf_tenants\pmf_base\pmfcustom" -SET &APP_PATH_START = 'pmf_custom_tenant pmf_custom' ; -SET &APP_PATH_CUBE = IF (&PMF_DB_SPLIT_MODE_PRF EQ 'OFF') THEN ' ' ELSE 'pmfdb_cube_tenant pmfdb_cube' ; -SET &APP_PATH_END = 'pmfdata_tenant pmfdata pmfdb_system_tenant pmfdb_system mainstreet' ; APP PREPENDPATH &APP_PATH_START &APP_PATH_CUBE &APP_PATH_END -* Followed by ENGINE statements ENGINE SQLMYSQL SET CONNECTION_ATTRIBUTES [connection attributes] ENGINE SQLHYP SET CONNECTION_ATTRIBUTES [connection attributes]
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