You can create a database in Metrics Management by importing a binary export file, or from SQL scripts. For information about creating a new database in Metrics Management, see Creating a Metrics Management database.
Creating a new database from an import file
You can create a database by importing a binary export file. For more information about creating a binary export file, see Exporting a database. This function creates a completely new database and adds the database reference to your list of available databases.
You must provide a database license if your organization purchased the database licensing model. A license file is not required if you use a server license.
How to create a new database from an import file
1 Choose File➛Open Servers and Databases.
2 In the Navigation Pane, choose Setup Tools➛Create Database from Import File.
3 In Create Database from Import File, shown in Figure 10‑9, provide a name for the new database.
Figure 10‑9 Creating a database from an import file
4 In Import, choose Browse. In Select import file path, locate and select the import file. Then, choose Open.
5 If your organization purchased the database licensing model, in Import, perform one of the following tasks:
To use the database license file from the imported database, select Use database license from import file. This optional is available for standard databases only.
To provide a new database license, deselect Use database license from import file. Then, in Database license, choose Browse. In Upload new license to Metrics Management, locate and select the database license file and choose Open.
6 In Import, if the SBF file contains audit data, select Import Audit part of the database to import audit data.
7 In Database server settings, in Type, select the type of database to create from the list. For information about specifying parameters for a SQL Server or Oracle database, see Configuring a database.
8 Choose Create. The progress of the import appears, as shown in Figure 10‑10. In the confirmation message, choose OK.
Figure 10‑10 The progress of the import
On completion, the new imported database is available to Metrics Management.
Creating a new database manually using a SQL script
Metrics Management supports creating a new Metrics Management database in Oracle or SQL Server using a SQL script. Your database administrator (DBA) runs the script manually against an Oracle or SQL Server database. The DBA can choose to examine the contents of the script before creating the database. Consider initializing a Metrics Management database using this method in either SQL Server or Oracle for any of the following reasons:
Your corporate policy prevents the SQL Server or Oracle DBA from sharing SQL Server or Oracle master user privileges with the Metrics Management system specialist.
Your SQL Server or Oracle DBA must review the database table structure before creating the Metrics Management database.
You plan to import Metrics Management data on top of the empty shell at a later time.
To create a new database manually using SQL scripts, you must perform the following tasks in this order:
Create a database SQL script.
Create a blank Metrics Management database.
Initialize a blank SQL database.
Creating a database SQL script
In Metrics Management, create either a SQL Server or Oracle database SQL script.
How to create a database SQL script
1 Choose File➛Open Servers and Databases.
2 In the Navigation Pane, choose Setup Tools➛Create Database SQL Script.
3 In Create Database SQL Script, shown in Figure 10‑11, in Database management system (DBMS) settings, select either Microsoft SQL Server or Oracle.
Figure 10‑11 Creating a database SQL script
4 In File path name for SQL script, choose Browse. Then, navigate to a location to save the script. In File name, provide a file name. Then, choose Save.
5 Choose Create.
Creating a blank Metrics Management database
In Oracle or SQL, create the empty database container, and execute the database script against the container.
How to create a blank Metrics Management database
1 In Oracle or SQL, create an empty database container.
2 Optionally, in a text or SQL editor, open the SQL script. Examine the SQL script and table structure, and confirm that the SQL code conforms with your best practices.
3 Execute the SQL script against the blank SQL Server or Oracle database using a tool such as SQL Server Management Studio.
Initializing a blank Metrics Management database
In Metrics Management, initialize the blank Metrics Management database. Initializing the blank Metrics Management database populates the database with non-editable Metrics Management system objects, such as periods.
How to specify the database name and administrator credentials
Using a Standard database, a new administrator password must be at least eight characters, is case‑sensitive, and can contain special characters. In Metrics Management database settings, name the Metrics Management database, and change the administrator password.
1 In the Navigation Pane, choose Setup Tools➛Initialize Blank SQL Database.
2 In Initialize Blank SQL Database, shown in Figure 10‑12, in Metrics Management database name, provide the name of the blank database created from the SQL script.
Figure 10‑12 Initializing a blank SQL database
3 In Administrator login name, leave Administrator unchanged.
4 In Password and Reenter password, type a password for the Administrator user.
How to provide a database license file
If your organization purchased the database license model, provide the database license file. Otherwise, Database license appears unavailable.
1 To provide the license, in Database license, choose Browse.
2 In Upload new license to Metrics Management, locate and select the database license file. Then, choose Open.
How to specify calendar settings
In Database Calendar, as shown in Figure 10‑13, ensure that Create calendar is selected and perform any of the following tasks:
To define start and end dates for the database, select a year in Start year and End year.
To create a fiscal year that begins in a month other than January, in Year starts on the first day of, select a start month.
To make a period type available in the database, select Quarters, Months, or Days. You cannot deselect the Years period type because is it mandatory.
Figure 10‑13 Defining database calendar settings
How to specify SQL Server database settings
1 In Database server settings, in Type, select Microsoft SQL Server as the database type, as shown in Figure 10‑14.
Figure 10‑14 Selecting the Microsoft SQL Server database type
2 In User connection string, perform one of the following tasks:
To create a connection to the SQL Server database, choose Edit. In SQL Server Database Connection Properties, shown in Figure 10‑15, provide the following parameters. Then, choose OK.
Figure 10‑15 Specifying SQL Server connection settings
1 In Connection, from Server name, select the SQL Server name.
2 In Database user credentials, provide credentials to log on to SQL Server by performing one of the following tasks:
To log on using Windows credentials, select Use Windows integrated security. The account running the Metrics Management Server must have the appropriate rights to SQL Server.
To log on using SQL Server user credentials, select Use this SQL Server login. Then, provide the appropriate user name and password.
3 In Database name, select the name of the Metrics Management database on SQL Server.
4 Choose Test Connection. In the confirmation message, choose OK.
To load a connection file, choose Load. In Select Data Link File, navigate to the connection file. Then, choose Open.
How to specify Oracle database settings
1 In Database server settings, in Type, select Oracle as the database type, as shown in Figure 10‑16.
Figure 10‑16 Selecting the Oracle database type
2 In User connection string, perform one of the following tasks:
To create a connection to the Oracle database server, choose Edit. In Oracle Database Connection Properties, shown in Figure 10‑17, provide the following parameters. Then, choose OK.
1 In Server parameters, in Host name or address, provide the name or IP address of the Oracle database server machine.
2 In Port number, provide the port number for Metrics Management to communicate with the Oracle database server.
3 Perform one of the following tasks:
In Service name, provide the Oracle service name. The service name is the name of Oracle Service on the Oracle database server.
In Instance name (SID), provide the instance name or system ID of the Oracle database.
If both server parameters are provided, Metrics Management connects using the Oracle service name.
4 In Database user credentials, provide the Metrics Management database user name and password.
To load a connection file, choose Load. In Select Data Link File, navigate to the connection file. Then, choose Open.
How to initialize the blank Metrics Management database
Choose Apply. Metrics Management initializes the database. Choose OK to accept the confirmation message. In the main window, the new database appears under the server on which the database was created.
To use the database license file from the imported database, select Use database license from import file. This optional is available for standard databases only.
