SQL Server Setup Guide for Business Objects

Planning

Business Objects Planning 10.8

Patents Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects:
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Trademarks Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered
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http://www.businessobjects.com/thirdparty
Contents

Introduction
SQL Server Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Technical Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
SQL Server User Interface Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Support Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Chapter 1: SQL Server Installation Requirements

Using Existing SQL Server Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
SQL Server 2000 or 2005. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
SQL Server 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Installing SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
SQL Server 2000 or 2005. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
SQL Server 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Chapter 2: Configuring the Planning Database in SQL Server

Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Creating the Login User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Creating the Database Transfer and Backup Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Restoring the Original Business Objects Planning Database . . . . . . . . . . . . . . . . . . . . . .10
Restoring a Database in SQL Server 2005. . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Restoring a Database in SQL Server 7.0 or 2000. . . . . . . . . . . . . . . . . . . . . . .11
Configuring User and Database Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
User Rights and Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Database Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Chapter 3: Additional Configuration and Administration Issues

Backing Up the Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Recommended Operating System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Performance and Virtual Memory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
Server Memory Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Recommended SQL Server Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Microsoft SQL Server Setup Guide for Business Objects Planning 3

Contents

4 Microsoft SQL Server Setup Guide for Business Objects Planning

Introduction
This manual provides information necessary for the setup and administration of
Microsoft® SQL Server for use with Business Objects Planning.

SQL Server Versions

Business Objects Planning is supported for use with the following SQL Server versions.
z SQL Server 2005
z SQL Server 2000 (Service Pack 3 or latest, version 8.00.194 or higher)
z SQL Server 7.0 (version 7.00.842 or higher)

Both Standard and Enterprise Editions of the above versions are supported.

This document applies to all supported versions of SQL Server. Differences in setup
requirements and recommendations are noted in the text.

Intended Audience
Installation, configuration and administration of SQL Server is typically handled by the
organization’s Information Technology department. Business Objects Planning Support is
also available to assist you with issues relating to use of SQL Server with Business
Objects Planning.

Technical Requirements
The recommended client and server hardware and software requirements are outlined in
the separately produced document entitled Business Objects Planning Technical
Requirements. Please contact the Business Objects Planning Support department or visit
www.mysrc.com for a copy of the most recent version.

SQL Server User Interface Differences

SQL Server 2005 presents a different user interface than 7.0 or 2000. In 7.0 and 2000,
dialog boxes are organized by tabs along the top of the dialog. In 2005, dialog boxes are
organized by “pages” along the left side of the dialog.

In many cases, the names of the tabs and the pages are the same and present similar
options. This document uses the convention of “tab” to refer to either the tab or the page,
except where 2005 is specifically discussed.

Support Contact Information

If you have any questions after consulting this document, please contact Business Objects
Planning Support. The contact information is listed in the following table by region.

Microsoft SQL Server Setup Guide for Business Objects Planning 5

Introduction

Region Phone Email

Americas 1 800 544 3477 PBUSupportNA@businessobjects.com

Asia Pacific 65 64166567 PBUSupportAsia@businessobjects.com

Europe, Middle East and Africa 0800 389 4130 PBUSupportEurope@businessobjects.com

6 Microsoft SQL Server Setup Guide for Business Objects Planning

SQL Server Installation
Requirements

This chapter details the required SQL Server installation parameters for Business Objects
Planning. Business Objects Planning can also be used with an existing installation of SQL
Server, if the existing installation meets certain requirements.

Using Existing SQL Server Installations

SQL Server 2000 or 2005

Any existing SQL Server 2000 or 2005 installation that meets the supported version
requirements can be used.

All Business Objects Planning databases default to the following data settings. If you
need a data set with different settings, please contact your Business Objects Planning
consultant as soon as possible.
.

Data Type Settings

Unicode Data z In 2000: Latin1-General, case-insensitive, accent-sensi-

tive, kanatype-insensitive, width-insensitive
z In 2005: Latin1_General_CI_AS

Non-Unicode Data SQL Server Sort Order 52 on Code Page 1252

SQL Server 7.0

Existing installations of SQL Server 7.0 can be used if the installation meets the following
conditions:
1. The Sort Order must be set to Dictionary order, case insensitive.
2. The Character Set must be set to ISO.
3. Unicode Collation must be set to General Unicode, with the following settings:
z Case-Insensitive
z Accent-Sensitive
z Width-Insensitive
z Kana-Insensitive

Microsoft SQL Server Setup Guide for Business Objects Planning 7

1 SQL Server Installation Requirements
Installing SQL Server

Installing SQL Server

SQL Server 2000 or 2005

Please follow the instructions in the SQL Server documentation to install SQL Server
2000 or 2005. During the install, there are certain choices you should make to ensure that
the installation will be compatible with Business Objects Planning. These settings are
detailed in the following table.

Installation Choices Required Setting

Services Accounts / Service Choose Use a Domain User account (this set-
Settings ting is preferred, but not required).

Authentication Mode Choose Mixed Mode (Windows Authentica-

tion and SQL Server Authentication).

Collation Settings Choose SQL Collations with Dictionary

order, case-insensitive for use with the 1252
character set.

SQL Server 7.0

While SQL Server 7.0 is supported, it is an older version of the product. If you are using
SQL Server 7.0, it is most likely an existing installation (see “Using Existing SQL Server
Installations” on page 7). Contact Business Objects Planning Support if you need
assistance determining appropriate installation choices for SQL Server 7.0.

8 Microsoft SQL Server Setup Guide for Business Objects Planning

Configuring the Planning
Database in SQL Server

This chapter explains the process of configuring the Business Objects Planning database
in SQL Server. This chapter applies to all supported versions of SQL Server except where
differences are noted in the text.

To configure the Business Objects Planning database, you will need to perform the
following activities:
z Create the srcadmin login user.
z Create the database transfer and backup devices.
z Restore the Business Objects Planning database.
z Configure the user and database settings.

Please consult the SQL Server documentation for full instructions on these activities. The
following sections provide an overview and detail the key configuration parameters.

Note: During this process, you will need to input a password for the Business
Objects Planning Admin account. If the password has not already been
communicated to you, contact your Business Objects Planning implementation
consultant or Support to obtain it.

Server Configuration
There are two crucial components to any SQL Server database: the log file and the data
file. If possible, these components should reside on two physically independent hard
drives or on two fast RAID-5 /10 arrays. The log file is a sequentially written file,
whereas the data file access is characterized by random reads and writes. Separating these
components on different physical devices allows the disk controller to write data faster.
(According to Microsoft technical support, your system will perform even faster – up to
30% – with two separate SCSI controllers controlling the two physical devices.)

Note: The examples in this chapter assume that the SQL Server database has
two physical hard drives, and that the operating system is on drive C. The
Business Objects Planning log file is assumed to be located on C. Drive D
contains the master database and the Business Objects Planning data file.

Creating the Login User

To create the srcadmin login user:

1. Open the Security folder, right-click on Logins and then select New Login.

Microsoft SQL Server Setup Guide for Business Objects Planning 9

2 Configuring the Planning Database in SQL Server
Creating the Database Transfer and Backup Devices

2. Use the following settings on the General tab. Remember that dialogs in SQL Server
2005 are presented using pages instead of tabs, but the page names and settings are
otherwise essentially the same.

Option Setting

Name srcadmin

Authentication SQL Server authentication

Password Contact your Business Objects Planning consultant or Sup-

port for the password.
NOTE: In SQL Server 2005, do not select Enforce Password
Policy.

Database master

Language <Default>

3. On the Server Roles tab, make sure that no permissions are selected.

Creating the Database Transfer and Backup Devices

To prepare to restore the Business Objects Planning database created by your
implementation consultant into your SQL Server environment, create two backup devices
– one to restore the database, and one to back up the database.

1. Using Windows Explorer, create a new directory on the SQL Server. The examples in
this chapter use a directory on the D drive named D:\SQLDATA.

2. Create two database backup devices: one named SQLBackup, and one named
SQLTransfer. These devices should be saved to the backup directory created in Step
1 (for example: D:\SQLDATA\Backup\SQLTransfer.bak).

The method of creating a backup device differs slightly depending on whether you are
using SQL Server 7.0 / 2000 or SQL Server 2005:
z In SQL Server 2005, open the Server Objects folder, right-click Backup
Devices and select New Backup Device.
z In SQL Server 7.0 / 2000, open the Management folder, right-click Backup and
select New Backup Device.

Restoring the Original Business Objects Planning Database

After creating the backup devices, you must restore the Business Objects Planning
database provided by your implementation consultant.The Business Objects Planning
database is named SQLTRANSFER.BAK.

First, save the SQLTRANSFER.BAK file into the directory where you created the backup
devices (for example: D:\SQLDATA\BACKUP). Then follow the restoration steps as

10 Microsoft SQL Server Setup Guide for Business Objects Planning

 Configuring the Planning Database in SQL Server
Restoring the Original Business Objects Planning Database 2
appropriate for your SQL Server version. Although the steps are similar, the option names
are different enough to warrant separate instructions for clarity.

Restoring a Database in SQL Server 2005

To restore SQLTRANSFER.BAK in SQL Server 2005:

1. Right-click on the Databases folder and select Restore Database.

2. On the General page, use the following settings:

Option Setting

To database SRCIA

Source for restore From device

Device Select the SQLTransfer.bak device

Restore checked

3. On the Options page, use the following settings:

Option Setting

Restore option Overwrite the existing database

Restore as:*

SRCIA D:\SQLData\SRCIA.mdf

SRCIA_Log C:\SQLLog\SRCIA.ldf

Recovery State Leave the database ready to use by rolling back

uncommitted transactions....(RESTORE WITH
RECOVERY)

* Although the logical file names cannot be changed, you can edit the
physical path to place the files in a different location. For example, your
C drive might not have enough room for the log file, in which case you
might place the file on the E drive.

Restoring a Database in SQL Server 7.0 or 2000

To restore SQLTRANSFER.BAK in SQL Server 7.0 or 2000:

1. Right-click on the Databases folder, select All Tasks and then select Restore
Database.

2. On the General tab, use the following settings:

Microsoft SQL Server Setup Guide for Business Objects Planning 11

2 Configuring the Planning Database in SQL Server
Configuring User and Database Settings

Option Setting

Restore as database SRCIA

Restore From device

Devices Select the SQLTransfer.bak device

Backup number 1

Restore backup set selected

Database - complete selected

3. On the Options tab, use the following settings:

Option Setting

Force restore over existing database Checked

Restore database file as:*

SRCIA_Data D:\SQLData\SRCIA.mdf

SRCIA_Log C:\SQLLog\SRCIA_Log.ldf

Recovery completion state Leave database operational. No addi-

tional transaction logs can be restored.

* Although the logical file names cannot be changed, you can edit the
physical path to place the files in different locations. For example, your C
drive might not have enough room for the log file, in which case you
might place the file on the E drive.

Configuring User and Database Settings

After the restore is complete, all settings should be verified for accuracy and some
settings must be changed.

User Rights and Ownership

To verify srcadmin’s user rights and change ownership of the database:

1. Make sure that no account permissions have been assigned to the SRCIA database for
the srcadmin account. To do so, open the Security folder, click Logins, and select the
srcadmin account. Verify the following settings:
z On the Server Roles tab, verify that no server roles are checked for database
SRCIA.
z On the User Mapping page (SQL Server 2005 only), verify that only the public
role is checked for the master database and the SRCIA database.

12 Microsoft SQL Server Setup Guide for Business Objects Planning

 Configuring the Planning Database in SQL Server
Configuring User and Database Settings 2
z On the Database Access tab (SQL Server 7.0 / 2000 only), verify that database
SRCIA is not checked for user srcadmin.

2. Open the SQL Server Query Analyzer and run the following query with the SRCIA
database selected:

sp_changedbowner ‘srcadmin’

The database is now owned by srcadmin, and the account does not have any defined
server roles. To verify, go back to the srcadmin login and see which permissions are
checked. The only permissions that should be checked are the following:
z In SQL Server 2005: map for the SRCIA database and with dbo as the
assigned user and default schema.
z In SQL Server 7.0 /2000: permit for the SRCIA database and with dbo as the
assigned user.

Database Options
The following database options should be verified:

1. Open the Databases folder, right-click on the SRCIA database and select
Properties.

2. Verify the following settings on the Options tab. The settings vary by SQL Server
version, as detailed below.

SQL Server 2005

Option Setting

Recovery Model Simple

Auto Create Statistics True

Auto Update Statistics True

All other options should be left at the default setting.

SQL Server 2000

Option Setting

Recovery Model Simple

Auto Create Statistics checked

Auto Update Statistics checked

No other options should be checked on this dialog.

Microsoft SQL Server Setup Guide for Business Objects Planning 13

2 Configuring the Planning Database in SQL Server
Configuring User and Database Settings

SQL Server 7.0

Option Setting

Select into / bulk copy checked

Truncate Log on Checkpoint checked

Auto Update Statistics checked

No other options should be checked on this dialog.

The Recovery Model: Simple option and the Truncate Log on Checkpoint option are
essentially the same. If you choose not to enable this option, the log size should be set
much larger. You should carefully monitor the available log space, as it can fill up quite
rapidly with certain log transactions. You should also automatically schedule the backup
and truncation of the log file. Please refer to the SQL Server documentation for
information related to automated scheduling and transaction log truncation.

14 Microsoft SQL Server Setup Guide for Business Objects Planning

Additional Configuration
and Administration Issues

Backing Up the Database

Business Objects recommends backing up the SRCIA database in coordination with your
normal backup activities. Please consult your SQL Server documentation for information
on backup procedures.

Important: Most standard file system backups do not back up in-use files, such
as those associated with a SQL Server database. You should configure a
process where the SQL Server database is copied to a separate backup file,
which can then be backed up as normal (since it is not in use).

Recommended Operating System Settings

The following operating system settings are recommended for optimal performance with
SQL Server and Business Objects Planning. These settings apply to Windows NT Server,
Windows 2000 Server and Windows 2003 Server.

Performance and Virtual Memory

Performance should be set so that all applications are running on the same priority,
regardless of whether they are foreground or background applications. Additionally, no
virtual memory should be set up on the drive that contains the SQL Server data. The
following sections explain where to configure these options within each operating system.

Windows 2003 Server

To configure the performance and virtual memory settings in Windows 2003 Server:

1. Go to Control Panel > System and select the Advanced tab.

2. In the Performance section, click Settings to open the Performance Options dialog.

3. On the Advanced tab, verify or change the following settings, then click Apply:

Option Setting

Processor Scheduling Background Services

Memory Usage System Cache

Virtual Memory Click Change to view the virtual memory settings.

Verify that no virtual memory is set up on the data
drive (drive D in the examples in this document).

Microsoft SQL Server Setup Guide for Business Objects Planning 15

3 Additional Configuration and Administration Issues
Recommended Operating System Settings

Windows 2000 Server

To configure the performance and virtual memory settings in Windows 2000 Server:

1. Go to Control Panel > System and select the Advanced tab.

2. In the Performance section, click Performance Settings to open the Performance

Options dialog. Verify or change the following settings on this dialog:

Option Setting

Optimize performance for Background Services

Virtual Memory Click Change to view the virtual memory settings.

Verify that no virtual memory is set up on the data
drive (drive D in the examples in this document).

Windows NT Server
To configure the performance and virtual memory settings in Windows NT Server, go to
Control Panel > System and select the Performance tab. Verify or change the following
settings on this dialog:

Option Setting

Application Performance Set the Boost slider to None.

Virtual Memory Click Change to view the virtual memory settings.

Verify that no virtual memory is set up on the data
drive (drive D in the examples in this document).

Server Memory Access

The server should be configured so that SQL Server has maximum access to the server’s
memory.

Windows 2003 Server and Windows 2000 Server

To configure the server memory access settings in Windows 2003 Server and Windows
2000 Server:

1. Go to Control Panel > Network Connections > Local Area Connection, then click
Properties. (Note: in Windows 2000 Server, the menu item is named Network and
Dial-Up Connections.)

2. On the General tab, click File and Printer Sharing for Microsoft Networks and
then click Properties.

3. Select Maximize Throughput for Network Applications. Also, verify that Make
Browser Broadcasts to LAN Manager 2.x Clients is not selected (unless the server
does have LAN Manager 2.x clients connecting to it).

16 Microsoft SQL Server Setup Guide for Business Objects Planning

 Additional Configuration and Administration Issues
Recommended SQL Server Configuration Settings 3
Windows NT Server
To configure the server memory access settings in Windows 2003 Server:

1. Go to Control Panel > Network and select the Services tab.

2. Click Network Services.

3. Click the name of the server and then click Properties.

4. Select Maximize Throughput for Network Applications. Also, verify that Make
Browser Broadcasts to LAN Manager 2.x Clients is not selected (unless the server
does have LAN Manager 2.x clients connecting to it).

Recommended SQL Server Configuration Settings

SQL Server has robust default configuration settings. A few minor changes to these
settings are recommended for optimal use with Business Objects Planning. After
changing the settings, restart the SQL Server.

1. To edit the configuration settings, right-click on the SQL Server name in

Management Studio (2005) or Enterprise Manager (7.0 / 2000) and select Properties.

2. On the Processor tab, verify or change the following settings:

SQL Server 7.0 and 2000

Options Settings

Processor Make sure that all processors listed

are checked for use.

Boost SQL Server priority on Windows checked

Use all available processors checked

SQL Server 2005

Options Settings

Automatically set processor affinity mask for all checked

processors

Automatically set I/O affinity mask for all proces- checked

sors

Maximum worker threads 0

Boost SQL Server Priority checked

3. For SQL 7.0 / 2000, click on the Memory tab, and verify that Dynamically
configure SQL Server is selected.

Microsoft SQL Server Setup Guide for Business Objects Planning 17

3 Additional Configuration and Administration Issues
Recommended SQL Server Configuration Settings

18 Microsoft SQL Server Setup Guide for Business Objects Planning