Oracle Business Intelligence Publisher Installation Guide Release 10.1.3.3.2 Part Number E11867-01

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Postinstallation Tasks

Introduction

This chapter describes the required and optional tasks to be performed after the successful installation of the BI Publisher server into an OC4J instance or other J2EE application server.

The topics in this chapter include:

• Postinstall Checklist

• Configuring the Scheduler Database

• Configuring the Demo Data Sources

• Installing Oracle BI Publisher Desktop

Postinstall Checklist

To complete your BI Publisher install, perform these tasks:

• Configure the scheduler database

• Configure the JDBC demo data source

• Configure the File demo data source

• Install BI Publisher Desktop

Configuring the Scheduler Database

To schedule reports you must configure a database and install the BI Publisher scheduler schema. See Environment Requirements for the list of supported databases.

The following scheduler setup options are described in detail in the following sections:

• Oracle Database with Oracle AS/OC4J 10.1.3 or Tomcat

• Microsoft SQL Server on Oracle AS/OC4J 10.1.3

• Microsoft SQL Server on Tomcat

Configuring the Scheduler on Oracle Database 10g

Follow the steps below to configure Oracle Database 10g for BI Publisher:

1. Create a user on the database with connect and resource privileges (for example: bipubsched).

2. Log in to BI Publisher as a user with Administrator privileges and select the Admin tab.

3. Under System Maintenance, select Scheduler Configuration.

4. Enter the database connection information for the target Oracle database and user.

   Database Type: 10g

   Connection String: jdbc:oracle:thin://<hostname>:<port#>:<oracle SID>

   Username/Password for the database user (for example: bipubsched)

   Database Driver Class: oracle.jdbc.driver.OracleDriver

5. Click the Test Connection button to make sure the connection information is valid.

6. Click the Install Schema button to install the scheduler tables.

7. Restart the BI Publisher application.

Proceed to Setting Up the Demo Data Sources.

Configuring the Scheduler on SQL Server with Oracle Application Server/OC4J 10.1.3

Important: Your Microsoft SQL Server database must be set up using "Mixed Mode" authentication.

1. Create a user on the database and assign the user the "db_owner" role.

2. Download DataDirect JDBC drivers.

   Oracle provides a JDBC driver for non-Oracle databases called Oracle DataDirect. This document refers to Oracle DataDirect version 3.4. Please refer to the following link for more information and to download the drivers:

   • Download DataDirect JDBC Drivers:

     http://www.oracle.com/technology/software/products/ias/htdocs/utilsoft.html

3. Set up DataDirect on OC4J.

   For more information, see the Oracle Containers for J2EE Services Guide.

4. Register the DataDirect JDBC Driver on OC4J.

   • Open OC4J Application Server Control (ASC).

   • Choose the Administration tab and click Shared Libraries.

   • On the Shared Libraries page, click Create.

   • Enter the Shared Library Name (example: jdbc.datadirect) and Shared Library Version (example: 1.0).

   • Upload JDBC driver files and click OK:

     • YMbase.jar

     • YMresource.jar

     • YMulti.jar

     • YMdb2.jar

     • YMsybase.jar

     • YMsqlserver.jar

   • On the Import Shared Libraries page, select "oracle.xml" and "oracle.toplink". Click Finish.

5. Redeploy the application.

   • From the Enterprise Manager Application Server Control page, select the Applications tab, then click Deploy.

   • On the Select Archive step, in the Archive Location field, browse for and select the xmlpserver.ear file. Select Next.

   • Enter the Application Attributes.

     Example:

     Application Name: xmlpserver

     Parent Application: default

     Bind Web Module to Site: default-web-site

     Context Root: xmplserver

     Select Next.

   • On the Deployment Settings step, click the Configure Class Loading task icon.

   • On the Configure Class Loading page select the shared library you created ("jdbc.datadirect") and deselect "oracle.toplink", then click OK.

   • From the Deployment Settings page, click Deploy to deploy the application.

   • Restart the application.

6. Set up the connection to the Microsoft SQL Server database in BI Publisher.

   • Log in to BI Publisher Enterprise as Administrator, click the Admin tab then click Scheduler Configuration.

   • Enter the SQL Server information (see the following for detail) and click Apply to save it.

     Database Type: Microsoft SQL Server

     Connection String: jdbc:oracle:sqlserver://<hostname>:<port#>;DatabaseName=<database name>;selectMethod=cursor

     Username and Password for the database user

     Database Driver Class: com.oracle.ias.jdbc.sqlserver.SQLServerDriver

   • Click the Test Connection button.

   • If successful, click Install Schema to install the scheduler schema.

   • Restart the BI Publisher application to make your changes effective.

Proceed to Setting Up the Demo Data Sources.

Configuring the Scheduler on Microsoft SQL Server 2000 with Tomcat

1. Register the JDBC Driver for Microsoft SQL Server 2000 on Tomcat.

   You can download the JDBC Driver for Microsoft SQL Server 2000 from the following location:

   http://www.microsoft.com/downloads/details.aspx?familyid=9f1874b6-f8e1-4bd6-947c-0fc5bf05bf71&displaylang=en

   • To register the JDBC driver for Microsoft SQL Server 2000:

     Add JDBC driver files under $CATALINA_HOME/common/lib directory.

   • Add the Microsoft JDBC driver for SQL Server 2000 files:

     msbase.jar

     mssqlserver.jar

     msutil.jar

2. Set up the connection to the Microsoft SQL Server database in BI Publisher.

   • Log in to BI Publisher Enterprise as Administrator, click the Admin tab and then click Scheduler Configuration.

   • Enter the SQL Server information (see the following for detail) and click Apply to save it.

     Database Type: Microsoft SQL Server

     Connection String: jdbc:oracle:sqlserver://<hostname>:<port#>;DatabaseName=<database name>;selectMethod=cursor

     Username and Password for the database user

     Database Driver Class: com.oracle.ias.jdbc.sqlserver.SQLServerDriver

   • Click the Test Connection button.

   • If successful, click Install Schema to install the scheduler schema.

3. Restart the BI Publisher application.

Proceed to Setting Up the Demo Data Sources.

Setting Up the Demo Data Sources

BI Publisher provides a set of demonstration reports for you to view and run as samples.

The sample reports use a file-based data source and a JDBC data source. Follow the steps below to configure the data sources.

Configuring the Demo File Data Source

The XMLP directory contains the DemoFiles data source directory. Set up this folder as a file-based data source as follows:

1. Locate the DemoFiles directory in your installation.

   For example: C:\OracleBI\xmlp\XMLP\DemoFiles

   If you performed a manual installation, the XMLP directory will be located where you copied it in the step Configuring the BI Publisher Repository and Copying Fonts.

2. Log in to BI Publisher with Administrator credentials.

3. Select the Admin tab.

4. In the Data Sources section, select File.

5. Select the data source with the name "demo files".

6. Enter the path to the DemoFiles folder.

   For example: C:\OracleBI\xmlp\XMLP\DemoFiles

7. Click Apply to save the changes.

Configuring the Demo JDBC Data Source

Note: The demo data source must be connected to an Oracle Database with the sample schemas and users HR and OE unlocked.

1. Select the Admin tab.

2. In the Data Sources section, select the JDBC Connection link.

3. Select the select the data source with the name "demo".

4. In the Update Data Source screen, change the connection string to point to an Oracle 10g database with unlocked OE user.

5. Click the Test Connection button to confirm that BI Publisher can access the database.

6. Click Apply to save the changes.

Installing Oracle BI Publisher Desktop Tools

The Oracle BI Publisher Desktop tools are recommended for users who will be designing report layout templates.

Obtain the BI Publisher Desktop tools as follows:

Important: If you have installed an earlier version of the Template Builder for Word or the Excel Analyzer you must remove the previous version before installing a new version.

Important: To install the BI Publisher Desktop tools on Microsoft Windows Vista, ensure the User Account Control (UAC) is set to on. This is also the default setting. For more information, see the Microsoft document: Turn User Account Control on or off.

• From the Application:

  The Oracle BI Publisher Template Builder for Microsoft Word Add-in and the Excel Analyzer can be installed from the BI Publisher application for users with the appropriate roles assigned (that is, BI Publisher Administrator, BI Publisher Developer, and BI Publisher Excel Analyzer). The download link appears on the Developer Tools region. For more information, see the topic: Creating an RTF Template Using the Template Builder for Word in the Oracle Business Intelligence Publisher User's Guide.

  For users running non-Vista Windows clients, the Excel Analyzer can also be downloaded on demand the first time the Analyzer for Excel button is selected from the View page. For more information see the topic: Using the BI Publisher Analyzer for Excel in the Oracle Business Intelligence Publisher User's Guide.

• The Oracle BI Publisher Template Builder for Microsoft Word Add-in and the Analyzer for Excel can also be obtained from the install media:

  Navigate to \manual\XMLP\Tools\ where the install executables BIPublisherDesktop.exe and ExcelAnalyzer.exe are located. Double-click the file and follow the installer prompts.

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