Installation on Oracle

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Requisites

  • Oracle database engine installed either on the local computer or in a server that can be reach over the network.
  • Oracle version must be 10i or greater.
  • User with enough privileges to create tables and create indexes in the tablespace designated for the XBRL Database.
  • We recommend all users to have password protection.

Walkthrough

  1. Connect to the Oracle database and create a TABLESPACE that will be used for the storage of the XBRL data model, tables, indexes etc. There are multiple ways for creating a TABLESPACE in Oracle, contact your Oracle database administrator for more information or read documentation on the Internet. The TABLESPACE name is a user's choice, in this walkthrough we have named it TBXBRL. Due to the nature of the XML data to be stored into the database we recommend you set the AL32UTF8 code page.
  2. Annotate the assigned user name and password for connecting to the Oracle Database. In our example the user name will be XBRLUSER and the password will be XBRL. The user XBRLUSER must have privileges to create tables and create indexes at least the first time the user connect to the database. The XBRL Data model is unique and stable. No tables are created for new taxonomies stored. The same data model (star data model) applies to all taxonomies and reports stored into the XBRL Database.
  3. Open XBRLizer or XBRLviewer and do File -> XBRL Database -> DB Settings
    The following dialog appears
    File:NewXBRLDatabase.png
  4. Click on the Oracle button on the right. This will change the value of the Diver class text field and the value of the Dialect field. A dialog box would tell you more information related with settings for the Oracle database. The information in that dialog is also on this walkthrough.
  5. Change the value of the User and Password fields. The user will be XBRLUSER and the password will be XBRL in this walkthrough.
  6. Change the value of the URL text box according to the following format:
    jdbc:oracle:thin:@//{server}/{tablespace}
    • Substitute {server} with the server name or IP address of the computer where the Oracle database is installed. If this is the same computer where Reporting Standard tools are installed you can use the name localhost or the IP address 127.0.0.1
    • Substitute {tablespace} with the tablespace name created on the first step TBXBRL.
    Contact you Oracle Administrator for more information about the connection URL. Read documentation about Oracle JDBC driver for more information about additional parameters on the URL.
  7. Click on (Test connection) button. If the connection can be established with the database, then all parameters are OK. In case of any errors you will be informed about the error condition. Please check the error message and correct the content of the User, Password or URL fields. Contact our support department in case of technical problems you don't know how to solve.
  8. At this time, the button (Drop & Create DB) changed from disabled status to enabled status. Click on that button in order to create the table model on the database.
  9. (Optional) if you made changes to the data model on your own, there is a chance the changes are not compatible with the XBRL storage procedure. In order to guarantee the compatibility of the data model we provide a button that validates if the data model is compatible with the XBRL data model. At this stage most users don't need to validate the data model, but clicking on the Validate DB Structure will not hurt.
  10. Click on Exit. The database model has been created and it is ready for storing XBRL reports, taxonomies and linkbases.

Congratulations, you have the XBRL Database installed on Oracle Database!

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