Accessing Shared Connections from an XML File

Starting with the 11.1.2.2.310 release, when connecting to Smart View data sources, you can use connection information in an XML file to connect to providers. You point to this XML file in the Shared Connections URL field of the Options dialog box, and then access these connections as you would any other shared connection.

This method is the only way to connect to Oracle BI EE providers using a shared connection; however, Oracle BI EE connections can also be made using private connections (see Creating Private Connections for the URL syntax).

Note:

The XML file you create in this procedure must exist locally on each Smart View client machine.

Caution!

The procedure in this topic is an system administration procedure and should be completed by the person who administers Smart View in your environment.

  To set up shared connections in an XML file:

  1. Create an empty XML file using any text editor and save it on your Smart View client machine.

    Give the file a meaningful name, such as SmartViewProviders.xml, and ensure that is has the .XML extension.

    Note:

    Only ASCII characters are supported in the XML file. Do not use non-ASCII characters in any of the entries you make in this file.

  2. Add the following line to the beginning of the file:

    <?xml version="1.0" encoding="UTF-8"?>
  3. Next, add the opening res_GetProvisionedDataSources tag:

    <res_GetProvisionedDataSources>
  4. Add entries for the applicable providers.

    You can add entries for Oracle Hyperion Provider Services (Essbase), Planning, Financial Management, Reporting and Analysis, and Oracle BI EE.

    When you create your entries, copy the syntax exactly and make ONLY these substitutions:

    • In the Product tag, displayVersion attribute:

      <version>—The version number of the specified provider.

    • In the Server tag, context attribute:

      <server>—The server machine name.

      <19000 or configured port number>—The port number. Use the default port number that is already noted in the syntax. Or, if you have configured your system using non-default port numbers, provide them.

    The syntax for each provider type is below.

    Provider Services (Essbase)

    <Product id="APS" name="APS-11.1.2" displayVersion="<version>">
    <Server name="Oracle Hyperion Provider Services" context="http://<server>:<19000 or configured port number>/aps/SmartView"></Server>
    </Product>

    Planning

    <Product id="HP" name="HP-11.1.2" displayVersion="<version>">
    <Server name="Oracle Hyperion Planning, Fusion Edition" context="http://<server>:<19000 or configured port number>/HyperionPlanning/SmartView"></Server>
    </Product>

    Financial Management

    <Product id="HFM" name="HFM-11.1.2" displayVersion="<version>">
    <Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://<server>:<19000 or configured port number>/hfmadf/../hfmofficeprovider/HFMOfficeProvider.aspx"></Server>
    </Product>

    Reporting and Analysis

    <Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="<version>">
    <Server name="Reporting and Analysis Framework" context="http://<server>:<19000 or configured port number>/raframework/browse/listXML"></Server>
    </Product>

    Strategic Finance

    placeholder for HSF code

    Oracle BI EE

    <Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="<version>">
    <Server name="Oracle BI, Fusion Edition" context="OBI:http://<server>:<9704 or configured port number>/analytics/jbips"></Server>
    </Product>
  5. Add the following entry for single signon and leave it blank (NULL):

    <sso></sso>
  6. Optional: Add an entry for the User Productivity Kit (UPK):

    <UPK>http://<link to User Productivity Kit></UPK>

    For example:

    <UPK>http://download.oracle.com/ocomdocs/PlayerPackage/data/toc.html</UPK>
  7. Add the closing res_GetProvisionedDataSources tag to complete the file, then save it.

    </res_GetProvisionedDataSources>

    See Connection File Syntax and Example for the full syntax and an example of how this file should be set up.

  8. To test the file:

    1. Ensure that the file is copied to a local drive on the Smart View client machine.

      For example, the file may be copied to the SmartView\bin directory.

    2. Start Smart View and in the Options dialog box, edit the Shared Connections URL with the full path to the file on the local drive; for example:

      C:/Oracle/SmartView/bin/SmartViewProviders.xml

      Ensure that you use forward slashes (/) as separators in the file path.

      The directory path and file should now be available in the list of shared connections.

    3. Connect to the file using the Shared Connections option in the Smart View Panel, as described in Connecting to Data Sources.

      If you do not see provider entries listed in the Shared Connections drop-down list, then the XML file may contain incorrect syntax or invalid characters.

      Tip:

      Verify the XML by opening the file in a browser; for example, in Internet Explorer. The browser will specify the invalid syntax. Correct any errors in the XML file editor, save, and refresh the browser display.

  9. When the XML file is correct and complete, distribute the file to your Smart View users with these instructions:

    1. Do not modify this file in any way.

    2. Copy the file to a local drive on your Smart View client machine.

      For example, the file may be copied to the SmartView\bin folder.

    3. Start Smart View and in the Options dialog box, edit the Shared Connections URL with the full path to the file on the local drive; for example:

      C:/Oracle/SmartView/bin/SmartViewProviders.xml

      Ensure that you use forward slashes (/) as separators in the file path.

      The directory path and file is now available in the list of shared connections.

    4. Test by connecting to the file using the Shared Connections option in the Smart View Panel, as described in Connecting to Data Sources.

      If you have problems connecting, contact your Smart View administrator.

Connection File Syntax and Example

Below is the file syntax in its entirety:

<?xml version="1.0" encoding="UTF-8"?>
<res_GetProvisionedDataSources>
<Product id="APS" name="APS-11.1.2" displayVersion="<version>">
<Server name="Oracle Hyperion Provider Services" context="http://<server>:<19000 or configured port number>/aps/SmartView"></Server>
</Product>
<Product id="HP" name="HP-11.1.2" displayVersion="<version>">
<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://<server>:<19000 or configured port number>/HyperionPlanning/SmartView"></Server>
</Product>
<Product id="HFM" name="HFM-11.1.2" displayVersion="<version>">
<Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://<server>:<19000 or configured port number>/hfmadf/../hfmofficeprovider/HFMOfficeProvider.aspx"></Server>
</Product>
<Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="<version>">
<Server name="Reporting and Analysis Framework" context="http://<server>:<19000 or configured port number>/raframework/browse/listXML"></Server>
</Product>
<PLACEHOLDER Product id="HSF" name="HSF-11.1.2" displayVersion="<version>">
<Server name="Oracle Hyperion Strategic Finance" context="http://<server>:<19000 or configured port number>/hsf/browse/listXML"></Server>
</Product>
<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="<version>">
<Server name="Oracle BI, Fusion Edition" context="OBI:http://<server>:<9704 or configured port number>/analytics/jbips"></Server>
</Product>
<sso></sso>
<UPK>http://<link to User Productivity Kit></UPK>
</res_GetProvisionedDataSources>

The following example includes an entry for each provider type:

<?xml version="1.0" encoding="UTF-8"?>
<res_GetProvisionedDataSources>
<Product id="APS" name="APS-11.1.2" displayVersion="11.1.2.2.500">
<Server name="Oracle Hyperion Provider Services" context="http://abcsvr.xyzco.com:19000/aps/SmartView"></Server>
</Product>
<Product id="HP" name="HP-11.1.2" displayVersion="11.1.2.2.000">
<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://abcsvr.xyzco.com:19000/HyperionPlanning/SmartView"></Server>
</Product>
<Product id="HFM" name="HFM-11.1.2" displayVersion="11.1.2.2.300">
<Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://abcsvr.xyzco.com:19000/hfmadf/../hfmofficeprovider/HFMOfficeProvider.aspx"></Server>
</Product>
<Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="11.1.2.2.000">
<Server name="Reporting and Analysis Framework" context="http://abcsvr.xyzco.com:19000/raframework/browse/listXML"></Server>
</Product>
<PLACEHOLDER Product id="HSF" name="HSF-11.1.2" displayVersion="<version>">
<Server name="Oracle Hyperion Strategic Finance" context="http://<server>:<19000 or configured port number>/hsf/browse/listXML"></Server>
</Product>
<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="11.1.1.7">
<Server name="Oracle BI, Fusion Edition" context="OBI:http://abcsvr.xyzco.com:9704/analytics/jbips"></Server>
</Product>
<sso></sso>
<UPK>http://http://download.oracle.com/ocomdocs/PlayerPackage/data/toc.html</UPK>
</res_GetProvisionedDataSources>