Configuring OBIEE Report Pagelets

This chapter provides an overview of Oracle Business Intelligence Enterprise Edition (OBIEE) integration within the PeopleSoft framework and discusses how to:

Click to jump to parent topicUnderstanding OBIEE Integration Within the PeopleSoft Framework

The OBIEE analytics servlet enables application developers to integrate with OBIEE analytics and display OBIEE reports as embedded pagelets on application pages, portal homepages, and as template pagelets, which are part of the Context Manager framework. This functionality defines the OBIEE reports as iScript-based pagelets in PeopleSoft applications. The iScript essentially acts as a client for the report request and sends Service Oriented Architecture Protocol (SOAP) requests to the OBIEE server.

PeopleSoft applications store the credentials of an OBIEE administrator—a user with adequate privileges—in the PeopleSoft database and use these credentials to sign in to the OBIEE server, impersonate a real OBIEE user, and establish a session. The OBIEE server returns a session ID for this user session, which is sent as a query parameter with each SOAP/HTTP request being made to the OBIEE server. The OBIEE server responds to all valid requests. If the session ID is expired or is invalid, a sign-inscreen appears to the user. The OBIEE server provides a session ID and then appends a session ID in each HTTP request that is part of the HTML markup provided by the OBIEE server. If the user ID value in the PeopleSoft application is not found on the OBIEE server, an authorization error message appears to the user in the PeopleSoft application. Similarly, if the user exists in OBIEE but does not have authorization to the requested report, an authorization error message appears to the user.

If authentication passes, then the OBIEE server generates the basic HTML markup for the PeopleSoft application to display. The application uses this basic HTML to send HTTP requests to the OBIEE server from the browser. Before reaching the OBIEE server, the HTTP requests pass through the PeopleSoft bridge servlet. The bridge servlet:

  1. Acts as a reverse proxy server to avoid any cross domain issues.

  2. Checks the validity of the OBIEE server for each request

  3. Forwards each request to the OBIEE server by copying the PeopleSoft headers—including PeopleSoft cookies.

  4. Receives and unpacks the OBIEE server response.

  5. Loads the unpacked server response into the client.

  6. Renders the OBIEE report in the PeopleSoft system

This diagram shows the architecture and the flow of information among the PeopleSoft web server, the PeopleSoft application server, the OBIEE server, and the Integration Broker gateway.

PeopleSoft Architecture with OBIEE Integration

Note. OBIEE developers design and create reports in the OBIEE system. The OBIEE server generates the complete HTML markup for the report. The PeopleSoft system does not format the report; rather the HTML passes through the PeopleSoft system directly to the pagelet to be displayed as formatted by the OBIEE developer.

You should include only one OBIEE report on any PeopleSoft page or homepage. PeopleSoft applications do not currently support the appearance of multiple OBIEE reports on the same page, whether from the same OBIEE server or from multiple OBIEE servers.

Click to jump to parent topicConfiguring OBIEE Server Setup

Access the OBIEE Server Setup page. (Select PeopleTools, Portal, OBIEE Setup, Server Setup.)

Use the OBIEE Server Setup page to define the location and administrative information that is necessary to access the OBIEE reports.

Analytics URL

Enter the URL of the OBIEE server, for example, http://ptsft12.us.oracle.com:8739/AnalyticServer1

OBIEE software ver.

Specify the OBIEE software version. PeopleSoft applications support OBIEE 10g and 11g. The default value is OBIEE 11g.

OBIEE Server

This value is supplied by default from the OBIEE server name that you define when you add a server.

Active Server

Toggle this check box to make this server available or to take it offline in the PeopleSoft application.

Description

Enter a description of the server definition. This field works well for documentation purposes and when you are using multiple analytic servers.

Admin User ID

Enter the user ID of an OBIEE server administrator. Enter a value to ensure that you do not have to sign in when the system displays the OBIEE pagelet.

Note. This user should already exist in the OBIEE server.

Password

Enter the OBIEE administrator's password.

Confirm Password

Reenter the OBIEE administrator's password for confirmation.

Click to jump to parent topicConfigure the Web Server Files

You must include the OBIEE server URL in the configuration.properties file.

To configure the web server files:

  1. Using a text editor, open the configuration.properties file in the web server deployment folder located here: <Web_server_deployment_home>\applications\peoplesoft\PORTAL.war\WEB-INF\psftdocs\ps\configuration.properties.

  2. Find OBIEEServers= and enter the server URL. If you have multiple OBIEE servers, enter the URLs as a comma separated list.

  3. Save the file.

  4. Stop and restart the web server.

Click to jump to parent topic Loading OBIEE Report Definitions

Access the Load Report page. (Select PeopleTools, Portal, OBIEE Setup, Load Report Definition.)

Report Path

Enter the directory from which to retrieve OBIEE reports. The format should be /USERS/<PS_UserID>/, for example /USERS/PTDMO.

Go

Click to retrieve the OBIEE reports defined in the report path directory

Folders

The PeopleSoft application retrieves this information from the OBIEE system.

Name

This display-only field displays the names of folders within the root directory.

Owner

This display-only field displays the user ID of the owner as indicated in the OBIEE server.

Last Modified Date

This display-only field displays the date that the OBIEE report folder was last modified.

Reports

Select

Select to choose the OBIEE report to load into the PeopleSoft application.

Loaded in PeopleSoft

This display-only field indicates whether the report has been loaded into the PeopleSoft application.

Name

This display-only field indicates the name of the OBIEE report as entered in the OBIEE system.

Owner

This display-only field displays the user ID of the owner as indicated in the OBIEE server.

Last Modified Date

This display-only field displays the date that the OBIEE report was last modified.

This information is helpful in determining whether the version of the report loaded into the PeopleSoft application is the most current.

Last Loaded Date

This display-only field displays the date that the OBIEE report was last imported into the PeopleSoft application.

Report List for Deletion

Select

Select to choose the OBIEE report to delete from the PeopleSoft application.

Report Exist In OBIEE

This display-only field indicates whether the report has been deleted from the OBIEE server.

Pagelets based on reports that you remove from the OBIEE server will not produce results in the pagelet.

Name

This display-only field indicates the name of the OBIEE report as entered in the OBIEE system.

Click to jump to top of pageClick to jump to parent topicLoading OBIEE Reports into PeopleSoft Applications

To load OBIEE reports into PeopleSoft applications:

  1. Select the Select check box for the reports that you want to load into the PeopleSoft application.

    Note. You can select multiple check boxes.

  2. Click the Load Report button.

Note. Loading OBIEE reports into the PeopleSoft application does not remove the report from the OBIEE server.

Click to jump to top of pageClick to jump to parent topicDeleting OBIEE Reports from PeopleSoft Applications

To delete OBIEE reports from PeopleSoft applications:

  1. Select the Select check box for the reports that you want to delete from the PeopleSoft application.

    Note. You can select multiple check boxes.

  2. Click the Delete Report button.

    Note. Deleting OBIEE reports from the PeopleSoft application does not delete the report from the OBIEE system.

Click to jump to parent topicViewing OBIEE Report Details

Use the Report Details pages to view information about OBIEE reports.

Access the Report Detail page. (Select PeopleTools, Portal, OBIEE Setup, View Report Detail.)

Version

Click the prompt to select the version of the OBIEE report to view.

Note. Each time you load the same report from the OBIEE server into the PeopleSoft application—regardless of whether the report has changed since last being loaded— the report version number increases by 1.

Access the Report Expression page. (Select the Report Expression tab.)

Filter Expression

This display-only field indicates whether the OBIEE report has embedded filters. The is prompted filter indicates that the preceding field—in this case Markets.Region—is context-sensitive to the target page on the PeopleSoft application.

View Name

This display-only field indicates the types of views created by the OBIEE report builder as stored on the OBIEE server.

See Oracle Business Intelligence documentation for explanations of the available types of views.http://www.oracle.com/technetwork/middleware/bi-foundation/documentation/index.html

Access the Report References page. (Select the Report References tab.)

PeopleSoft Pagelet ID

This value is supplied by default from the PTPPB_PAGELET_ID content reference attribute value that you enter on the pagelet Content Ref Administration page.

User Developed Pagelet ID

Enter the pagelet ID of any user-developed pagelets that you want to track. This field is informational only and has no validation behind it.

Access the Xml Definition page. (Select the Xml Definition tab.)

Report XML Definition

This field displays the XML tags and embedded data for the version of the report as it is currently loaded. Move the cursor inside the field and press Ctrl + A to select the text in its entirety.

Click to jump to parent topicCreating OBIEE Report Pagelets

This section discusses how to use Pagelet Wizard to create OBIEE report pagelets:

Click to jump to top of pageClick to jump to parent topicUsing Pagelet Wizard to Create OBIEE Report Pagelets

To create OBIEE report pagelets:

  1. Load the OBIEE report into the PeopleSoft application.

  2. Select PeopleTools, Portal, Pagelet Wizard, Pagelet Wizard.

    Pagelet Wizard guides you through the process, by displaying a sequence of pages. Each page corresponds to a step in the process. A guide appears in a header above the page to indicate your progress.

  3. Specify the pagelet information in step 1.

    See Step 1: Entering Pagelet Identifying Information.

  4. Specify OBIEE as the data type in step 2. In addition, select the report ID and report view ID from which the pagelet will read data.

    Note. If you have not loaded the OBIEE report into the PeopleSoft application, this step fails.

    See Selecting an OBIEE Report Data Source.

  5. Specify the data source parameters.

    See Specifying OBIEE Data Source Parameters.

  6. Select Passthru as the display format.

  7. Specify display options, such as additional text and a search capability.

    See Step 5: Specifying Pagelet Display Options.

  8. Specify the publishing options.

    See Specifying Pagelet Publication Options.