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Oracle® Fusion Middleware Configuration Guide for Oracle Enterprise Repository
11g Release 1 (11.1.1.7)

Part Number E16580-13
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16 Configuring Reporting with BI Publisher

This chapter describes how to configure the Business Intelligence (BI) Publisher for reporting with Oracle Enterprise Repository.

This chapter contains the following sections:

16.1 Deploy Oracle Enterprise Repository Pre-configured BI Publisher Content

Oracle Enterprise Repository is the entry point for all the reports. To host reports, you must configure BI Publisher and Oracle Enterprise Repository to interact with each other.

For more information about configuring BI Publisher, see Configuring Oracle Enterprise Repository Reports in the Oracle Fusion Middleware Upgrade Guide for Oracle Enterprise Repository.

There is a collection of pre-configured BI Publisher content, which includes a full BI Publisher repository and is specially developed for Oracle Enterprise Repository. It contains a set of BI Publisher based reports for Oracle Enterprise Repository along with a set of BI Publisher sample reports. You can deploy these Oracle Enterprise Repository-BI Publisher repository reports to integrate with your Oracle Enterprise Repository instance.

Note:

These instructions assume that a BI Publisher is installed, which is dedicated only for hosting Oracle Enterprise Repository reports.

BI Publisher uses a repository internal to BI Publisher to host the users, roles, reports, and configuration for BI Publisher. This repository is replaced by the BI Publisher content which has been specifically developed for the integration with Oracle Enterprise Repository.

16.1.1 Configure BI Publisher 11g with Oracle Enterprise Repository 11.1.1.x

Note:

Do not attempt to migrate your 10g reports to 11g.

To deploy the Oracle Enterprise Repository-BI Publisher 11g content, perform the following steps:

  1. Find a packaged content archive for your database. You can find the reports in the Oracle Enterprise Repository Deployment in the <ORACLE_HOME>/repositoryXXX/core/tools/solutions/reports directory.

    In this directory you will find 11.1.1.7.0-OER-BIP11gReports.zip. It contains three folders corresponding to each database. Each folder contains only the OER reports.

  2. Stop your BI Publisher application server.

  3. Copy the OER folder from the appropriate database folder into the BI Publisher Reports directory:

    domain/config/bipublisher/repository/Reports.

  4. Restart your BI Publisher application server.

  5. Check your BI Publisher configuration by opening the web console http://hostname:port/xmlpserver. Verify that the OER folder appears in the Shared Folders directory.

16.1.2 Configure BI Publisher 10g with Oracle Enterprise Repository

To deploy the Oracle Enterprise Repository-BI Publisher content, perform the following steps:

  1. Stop OC4J Server.

  2. Find a packaged content archive for your database. You can find the reports in the Oracle Enterprise Repository Deployment in the <ORACLE_HOME>/repositoryXXX/core/tools/solutions/reports directory.

    You will find three zip files, each of which contains a set of the reports prepared for each of the Oracle Enterprise Repository Deployment database types. The .zip file contains the following reports and requires configuration to make the Data Source for the reports in BI Publisher match the Data Source for the Oracle Enterprise Repository Deployment:

    • BIP-Oracle.zip

    • BIP-SQLServer.zip

    • BIP-UDB.zip

  3. Copy the appropriate Oracle Enterprise Repository-BI Content .zip file to the server with BI Publisher installed. Copy it into a temporary directory on that server.

  4. Extract the contents of the OER-BI Content zip file. Once you find the reports package for your database, you can unzip the above reports package file.

  5. Register the Oracle Enterprise Repository-BI Publisher content as the BI Publisher repository. You can register the Oracle Enterprise Repository-BI Publisher repository as your BI Publisher Server's repository by following these steps:

    1. Backup the a BI Publisher Server configuration file, which can be found at <application installation>/WEB-INF/ directory, where your application server unpacked the war or ear file.

      For example (paths were constructed by using the built-in OCJ4 with BI Publisher):

      In an OC4J 10.1.3 deployment, the location is <ORACLE_HOME>/oc4j_bi/j2ee/home/applications/xmlpserver/xmlpserver/WEB-INF/xmlp-server-config.xml

    2. Open the BI Publisher Server Configuration file. If you are using BI Publisher version 10.1.3.4.1 or later, the file contains the following:

      <?xml version="1.0" encoding="UTF-8"?>
      <xmlpConfig xmlns="http://xmlns.oracle.com/oxp/xmlp">
       <resource>
          <file path="${oracle.home}/xmlp/XMLP"/>
       </resource>
      </xmlpConfig>
      
    3. Replace ${oracle.home}/xdo/repository with file path to the location where you copied the XMLP repository directory on your server.

      For example, if you copied the Oracle Enterprise Repository-BI Publisher repository directory to /home/BIP/OER_BIP_Content/XMLP, update the xmlp-server-config.xml file as follows:

      <?xml version="1.0" encoding="UTF-8"?>
      <xmlpConfig xmlns="http://xmlns.oracle.com/oxp/xmlp">
       <resource>
          <file path="/home/BIP/OER_BIP_Content/XMLP"/>
       </resource>
      </xmlpConfig>
      
    4. Save xmlp-server-config.xml after updating.

  6. Restart your application server.

  7. Test your BI Publisher Server configuration by launching BI Publisher. Navigate to http://hostname:port/xmlpserver to open the browser. For example, http://localhost:9704/xmlpserver.

16.2 Security Model

BI Publisher 11g uses Enterprise Manager to manage users and roles rather than its own security model. For more information about the 11g security model, see the Oracle Fusion Middleware Administrator's Guide for Oracle Business Intelligence Publisher .

By default, BI Publisher 10g uses its own security model. You can create users and groups within the BI Publisher's security model, which is stored in the BI Publisher repository. For more information about other security models, see the 10g Oracle BI Publisher Administrator's Guide.

16.2.1 The Administrator User

In BI Publisher 11g, the Administrator user and password is determined during installation. That user and password are required to setup the database connection to OER as well as configure the OER user and roles. The Administrator user and password is determined during installation. This is used to administer BI Publisher and is required to setup the data sources in BI Publisher.

The Administrator user is provided in BI Publisher 10g. There is a default BI Publisher 10g administrator, Administrator, provided in the OER-BIP repository. The default password is Administrator.

Note:

In BI Publisher, the password is case sensitive.

16.2.2 The OER User and OER_REPORTS Role

For BI Publisher 11g, use the BI Publisher WLS console to create an OER user. Apply the BI groups to this user. Verify the user account by logging into the BI Publisher console with the OER user credentials. View the reports in the Shared Folders->OER folder.

For BI Publisher 10g, there is a pre-configured Role called OER_REPORTS provided in the OER-BIP repository. This role allows users to access all the Oracle Enterprise Repository reports. The Oracle Enterprise Repository proxy user has this role, by default. If you want to allow other users to access the OER Oracle Enterprise Repository reports, then you need to add the OER_REPORTS role to the users. There is also a default Oracle Enterprise Repository user, OER, provided in the OER-BIP repository. This is a proxy user for Oracle Enterprise Repository application and is used to access to all the Oracle Enterprise Repository reports. The default password is OER_PWD. This user has OER_REPORTS role to access to all the Oracle Enterprise Repository reports.

16.2.3 Set Local Time Zone for Report Footer

For the correct time zone to display on report footers, set the time zone in BI Publisher for the OER User account.

  • For BI Publisher 11g, sign in as the OER User and select my account link to modify the Time Zone setting, located on the Signed In As <username> link at the upper right section of the BI Publisher console.

  • For BI Publisher 10g, sign in as the OER User and select Preferences to modify the Time Zone setting.

16.3 Configuring the Oracle Enterprise Repository JDBC Data Source

There are three default Oracle Enterprise Repository JDBC data sources, each of which is for each database type, provided in the BI Publisher as sample. You need to pick one of the following based on your database type and update this JDBC data source to suit to your database environment:

To update the JDBC information, perform the following steps:

  1. Log into BI Publisher as an administrator.

  2. Click the Admin tab.

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

  4. (This step is for 10g only) Select one of the data sources from OER, OER_S, OER_U.

    In the Update Data Source screen, change the connection string to point to the database for Oracle Enterprise Repository. Use the same ConnectString as what appears in the Oracle Enterprise Repository database.properties file. Use the same database authentication as Oracle Enterprise Repository.

    In a WebLogic domain, the database.properties file is found in <domain>/applications/oer_11.1.1.x.0/oer-app/WEB-INF/classes.

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

  6. Click Apply to save the changes.

This section describes the database configuration for the following databases:

Oracle

You can select either of the following Driver types for Oracle Database depending on your Oracle database version. The JDBC library file (JAR) is installed as part of the BI Publisher Server installation therefore no extra Jar file is required.

Example for Oracle JDBC Connection:



Database Driver Class

oracle.jdbc.OracleDriver

Connect String

jdbc:oracle:thin:@[HOST]:[PORT]:[DB_NAME]

Example

jdbc.oracle.thin:@machine.example.com:1521:oer


SQL Server

You can select either of the following Driver types for SQL Server Database depending on your SQL Server database version. The JDBC library file (JAR) is installed as part of the BI Publisher Server installation therefore no extra Jar file is required.

Example for SQL Server JDBC Connection:



Database Driver Class

hyperion.jdbc.sqlserver.SQLServerDriver

Connect String

jdbc:hyperion:sqlserver://[HOST]:[PORT];DatabaseName=[DB_NAME]

Example

jdbc:hyperion:sqlserver://machine.example.com;databaseName=oer


UDB

You can select either of the following Driver types for IBM DB2 Universal Database depending on your DB2 database version. The JDBC library file (JAR) is installed as part of the BI Publisher Server installation therefore no extra Jar file is required.

Example for UDB JDBC Connection:



Database Driver Class

hyperion.jdbc.db2.DB2Driver

Connect String

jdbc:hyperion:db2://[hostHOST]:[portPORT];DatabaseName=[dbnameDB_NAME]

Example

jdbc:hyperion:db2://machine.example.com;DatabaseName=oer


16.4 Configuring the BI Publisher Server - Cache Expiration

By default, all Oracle Enterprise Repository reports uses Document Caching to reduce database roundtrips on the generation of report data. While the data is cached, the rendered report may not always show the most recent activities in Oracle Enterprise Repository. Setting the cache expiration changes depending on how frequently BI Publisher needs to refresh the data for the second and subsequent rendering of a report. The default value in BI Publisher for the cache expiration is 30. To change this value, follow the following steps:

  1. Log into BI Publisher as an administrator.

  2. Click the Admin tab.

  3. In the System Maintenance section, select the Server Configuration link.

  4. In the Caching section, specify a Cache Expiration (in minutes) and click Apply apply the changes.

Note:

When reports are rendered by BI Publisher, the result is dependent upon the data found for the report. Until data is present, the reports returned by BI Publisher may be inconsistent.

16.5 Configuring the Oracle Enterprise Repository System Settings to Enable Reporting

Oracle Enterprise Repository contains a report page with a series of links to a set of reports. These reports are hosted by a BI Publisher instance, which must be installed and configured to host the reports. All of the links in the Oracle Enterprise Repository Reports page are incomplete following an Oracle Enterprise Repository installation. There is a system setting that provides the protocol, hostname, port, web application name, and parent directory for all of the report links. The system setting must be configured prior to running any reports.

Configure system settings

  1. Log into Oracle Enterprise Repository as a user with the System Administrator or the Admin role.

  2. In Oracle Enterprise Repository Administration page, click System Settings.

  3. In the Search text box, enter report to filter the list of system settings.

  4. In the Reports section, set Enable Reports (cmee.reports.enabled) to True.

  5. Set the Report Server URL (oracle.reports.server.url) to http:/</HOSTNAME>:<PORT>/xmlpserver/OER, where hostname and port match the BI Publisher installation.

    If the Report Server URL property is not properly configured, then the Reports page displays the following message:

    Please set the system setting for Report Server URL. Reports cannot be run until this has been properly set.

  6. Set the system setting Report Server Endpoint URL (oracle.reports.server.endpoint.url) to http:/<HOSTNAME>:<PORT>/xmlpserver/services/PublicReportService to enable OER users to access BI Publisher reports without needing an extra set of credentials.

    OER users' access to reports is set via Basic Access Settings, as described in Section 1.6, "Access Settings."

  7. Set the system settings Report Server Username and Report Server Password to the username and password of the OER BI Publisher account created in Section 16.2.2, "The OER User and OER_REPORTS Role."

  8. Save the system settings.

  9. Validate that the system settings are configured properly by navigating to the Reports section.

  10. Run any report.

    If the browser does not retain an active session to BI Publisher, then the BI Publisher's Login screen is displayed. After you have successfully logged into BI Publisher, the report is displayed.

    Running the report opens a new browser window to the URL for BI Publisher. Comparing the URL generated by Oracle Enterprise Repository to the URL generated by BI Publisher should be an aid in diagnosing any configuration errors of the Report Server URL System Setting.

  11. Repeat the steps mentioned in this section, until the report runs successfully. If the report returns with "No Search Results Found", then run some keyword searches in the Assets tab of Oracle Enterprise Repository.

    Note:

    If Internet Explorer returns a different report than the one requested, then change the Temporary Internet Files to check for changes on Every Visit.