Configuring › How to Configure CA Business Intelligence › Configure Initial CA Business Intelligence Settings

Configure Initial CA Business Intelligence Settings

After you install CA Business Intelligence, there is a post-installation and configuration step that must be completed, so CA Business Intelligence works correctly with CA SDM. This step loads the CA SDM universe and reports, creates groups, and optionally creates one user for each group and establishes group authorizations.

To configure initial CA Business Intelligence settings

1. Insert the installation media into your drive. If the Installation Menu does not automatically appear, start the installation by double-clicking the setup.exe file, located at the root of the installation media.

   Important! If your computer does not have an appropriate drive for the installation media, copy the media content to the computer on which you want to install CA Business Intelligence. Then, start the configuration. For a remote configuration over the network, you can share a drive or folder on the network and then connect over the network to start the configuration.

2. Select your language from the list, click Select Language.

   The Installation Menu appears.

3. Click the Product Installs tab.
4. Click CA Business Intelligence Configuration.
5. Complete the following fields on the CA Business Intelligence configuration:

   BI Admin User Name

   Specifies the user name of a CA Business Intelligence user who belongs to the Administrators group. The user name is Administrator for a newly installed CA Business Intelligence installation.

   BI Admin Password

   Specifies the password for theCA Business Intelligence administrative user.

   Service Desk Admin User Name

   Specifies the user name for the CA SDM Privileged user.

   Service Desk Admin Password

   Specifies the password for the CA SDM Privileged user.

   Create Default Users

   Adds a set of CA SDM groups to CA Business Intelligence that matches the CA SDM roles. Select this check box if you want to use a sample user for each of these groups.

   If you installed CA Business Intelligence on a different computer than CA SDM, the following fields appear on the CA Business Intelligence configuration:

   Service Desk Primary Host

   Provide the host name of the CA SDM primary server.

   ODBC Port

   Specifies the port number of the CA SDM ODBC driver (1706 is recommended).

   ODBC Install Location

   Specifies the location of where to install the CA SDM ODBC driver.

6. Verify the CA Business Intelligence configuration.
7. (Optional) Connect CA Business Intelligence server to a different CA SDM server.