Oracle® Business Intelligence Publisher
Deploying Oracle Business Intelligence Publisher in J2EE Application Servers

Release 10.1.3.2.1
Part No. B32481-02
April 2007

This document contains the following topics:

• Introduction
   
• BI Publisher Server Application Installation Process Overview
   
• Deploying the Application Server
   
• Configuring the BI Publisher Repository and Installing Fonts
   
• Postinstallation Tasks
   
• Configuring the Scheduler on Oracle Database 10g
   
• Configuring the Scheduler on SQL Server with Oracle Application Server/OC4J 10.1.3
   
• Configuring the Scheduler on Microsoft SQL Server 2000 with Tomcat
   
• Setting Up Integration with Oracle BI
   
• Setting Up the BI Publisher Demo Data Sources
   
• Installing Oracle BI Publisher Desktop Tools
   
• TTY Access to Oracle Support Services
   
• Documentation Accessibility
   
• Legal Notices
   

Introduction

Oracle BI Publisher offers you the most efficient, scalable reporting solution available for complex, distributed environments. It provides a central architecture for generating and delivering information to employees, customers, and suppliers—both securely and in the right format. Oracle BI Publisher reduces the high costs associated with the development, customization and maintenance of business documents; while increasing the efficiency of reports management.

For the most current information please check:

Oracle BI Publisher Web Page:

http://www.oracle.com/technology/products/applications/publishing/index.html

BI Publisher/XML Publisher Forum:

http://forums.oracle.com/forums/forum.jspa?forumID=245

This document contains instructions for deploying BI Publisher manually on a J2EE application server. The Oracle Business Intelligence Enterprise Edition install media contains the following BI Publisher components:

• BI Publisher Enterprise server application

• BI Publisher runtime libraries

• BI Publisher fonts

• Documentation: User’s Guide, Javadocs, demos, and samples

These items can be found on the Oracle BI EE install media under the top level directory: Server_Ancillary\Oracle_Business_Intelligence_Publisher

Individual components are located as follows:

Note: The application uses Apache Axis and the OpenSymphony Quartz Scheduler open-source software packages. The Apache license agreement for Axis is included on the install media under Server_Ancillary\Oracle_Business_Intelligence_Publisher\doc\ApacheLicense.txt and can also be obtained from http://www.apache.org/licenses/LICENSE-2.0.

System Requirements

Note: For the list of application servers and databases on which Oracle BI Publisher has been certified, see Oracle Business Intelligence Publisher Release Notes (Release 10.1.3.2.1) on the http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html.

• Application Server Requirements

  The BI Publisher server is supported in any J2EE application server that supports Java 1.4.2 or Java 5.0 (1.5).

• Database Requirements

  Note: The database is optional, but required for the scheduler schema.

  BI Publisher is supported to run against any database that supports JDBC based on Java 1.4.2 or Java 5.0 (1.5).

• Web Browser Requirements

  • Microsoft Internet Explorer 6.0, 7.0

  • Mozilla Firefox 1.5.x, 2.0

About Oracle BI Publisher Desktop Tools

Oracle Business Intelligence Publisher provides Microsoft Office-based design tools that automate the design process for creating templates for Oracle BI Publisher.

The BI Publisher desktop tools include the following:

• The Oracle BI Publisher Template Builder for Microsoft Word Add-in facilitates the development of RTF layout templates. The application includes documentation, demos, and samples. The Template Builder enables you to:

  • Connect to the Oracle BI Publisher server to retrieve data to build your template.

  • Quickly insert common report elements such as data fields, tables, charts, and cross tabulations.

  • Upload your template to the Oracle BI Publisher server.

  • Extract boilerplate text into an XLIFF translation file and test the translations.

  • Validate your template.

• The Template Viewer enables you to preview your template in any of the supported output types with your sample data.

• The Oracle BI Publisher Analyzer for Microsoft Excel (Excel Analyzer) is an add-in for Microsoft Excel that enables you to:

  • Export the results of the report query to an Excel spreadsheet.

  • Log in to BI Publisher from Excel to refresh your data, apply new parameters, and apply a template to the report data.

  • Create templates in Excel and upload them to the BI Publisher repository.

  • Access and run reports from an Excel session.

The system requirements for the Oracle BI Publisher Desktop tools are:

See the topic Installing Oracle BI Publisher Desktop Tools.

About Postinstallation Tasks

After installing the BI Publisher server, perform the following to complete your installation. These tasks are described in detail in Postinstallation Tasks.

• Configure the Scheduler database (required for the scheduler)

  The scheduler is optional. If you choose to implement BI Publisher's scheduler, you must install the schema to the target database.

• Setup integration with the Oracle BI server and Presentation Services

  To use the Oracle BI server as a data source, you must set up the JDBC connection in the BI Publisher Admin screens. BI Publisher provides a specific Admin screen to configure the integration with BI Presentation Services.

• Configure the Demo Data sources (optional)

  The BI Publisher installation includes demonstration reports. Some reports use a File data source. Some reports use a JDBC data source and Oracle database sample schema that you must configure in the BI Publisher Admin screens.

• Install the Oracle BI Publisher Template Builder for Microsoft Word Add-in (optional)

  Install this template building tool on the client computers of users who will be developing RTF templates.

BI Publisher Server Application Installation Process Overview

The server application allows you to create, manage and schedule reports. You must perform the following steps as described in this document to deploy Oracle BI Publisher manually:

1. Deploy BI Publisher on the application server.

2. Configure the BI Publisher repository and install fonts.

3. Perform postinstallation tasks:

   Create the BI Publisher scheduler schema on the database server (required to send and schedule reports).

   Set up integration with the Oracle BI server and Presentation Services

   Set up the BI Publisher Demo Reports

   Install the Template Builder for Word Add-in

Deploying the Application Server

BI Publisher is a pure J2EE application and has been extensively tested on:

• Oracle AS 10.1.3

• OC4J Standalone 10.1.3

• Apache Tomcat 5.5

• IBM WebSphere 6.0, 6.1

• Sun Java System Web Server 6.1, 7.0

Oracle AS 10.1.3 and OC4J 10.1.3 Deployment

Depending on how you have installed Oracle Application Server or OC4J, there are several methods you can use to deploy BI Publisher. The following steps use the admin_client.jar file to deploy BI Publisher on Oracle AS 10.1.3 or OC4J 10.1.3. Please refer to the Oracle Containers for J2EE Deployment Guide to see which deployment method is best for your installation.

1. Deploy the xmlpserver.ear to your OC4J instance.

   Example:

   C:\SOAJ2EE\j2ee\home> C:\SOAJ2EE\jdk\jre\bin\java -jar admin_client.jar deployer:oc4j:opmn://myserver.company.com/home oc4jadmin oc4jadmin -deploy -file C:\Temp\BIPublisher10132\Disk1\manual\oc4j\xmlpserver.ear -deploymentName xmlpserver -bindAllWebApps

2. Launch the BI Publisher application.

   Open your browser to http://hostname:port/xmlpserver

   For example:

   http://localhost:8888/xmlpserver

3. If you see the login page, proceed to Configuring the BI Publisher Repository and Installing Fonts.

Apache Tomcat 5.5 Deployment

There are several approaches available to deploy applications to the Tomcat servlet container. Please see the Apache Tomcat Application Developer’s Guide to determine which method is appropriate for your installation. The following steps use the Tomcat Web Application Manager to deploy BI Publisher on Apache Tomcat 5.5:

Important: Apache Tomcat deployments of BI Publisher require that folder and file names use ASCII characters only. Any non-ASCII character will be displayed incorrectly.

1. Open the Tomcat home page.

2. Select Tomcat Manager and log in.

3. From the Tomcat Web Application Manager page, under the Deploy region, browse for and select the manual\generic\xmlpserver.war from your install media. Select the Deploy button.

4. Ensure the xmlpserver application successfully deployed. If successful, /xmplserver will appear on the Tomcat Web Application Manager page under the list of Applications.

5. Open your browser, http://hostname:port/xmlpserver to see the login page.

   For example: http://localhost:8080/xmlpserver

6. If you see the login page, proceed to Configuring the BI Publisher Repository and Installing Fonts.

IBM WebSphere 6.0 and 6.1 Deployment

This section describes one example of how to deploy the BI Publisher application to the IBM WebSphere 6.0 or 6.1 application server. Refer to your WebSphere documentation for the appropriate procedure to install into your environment.

1. Access the WebSphere Administrative Console, select Install New Application.

2. Choose the manual/generic/xmlpserver.ear file from your installation media.

3. Select the Generate Default Bindings checkbox and click Next.

4. On the Select installation options page, select the Distribute application checkbox and the Create MBeans for resources checkbox.

5. On the Map modules to servers page, select xmlpserver.war.

6. On the Map virtual hosts for Web modules page select xmlpserver.war.

7. On the Summary screen, review your selections, and select Finish.

8. You will see the deployment status on the screen. Once you see the success message, select the Save to Master Configuration link.

9. Restart BI Publisher.

   From the WebSphere Administration Console, select the Enterprise Applications link, choose "xmlpserver" and click the Stop button. Once stopped, choose "xmlpserver" and click the Start button.

10. Launch BI Publisher:

    Open your browser to http://hostname:port/xmlpserver to see the login page.

    For example: http://localhost:8080/xmlpserver

11. If you see the login page, proceed to Configuring the BI Publisher Repository and Installing Fonts.

Sun Java System Web Server 6.1 Deployment

This section describes one example of how to deploy the BI Publisher application. Follow the guidelines in your Sun Java System Web Server 6.1 documentation for the appropriate method for your installation.

Important: To successfully deploy BI Publisher on Sun Java System Web Server 6.1 you must perform the predeployment and postdeployment configuration steps described in this section:

• Before you deploy, you must ensure that the maxUploadSize property is set appropriately as described in Step 1.

• After you deploy, you must configure the system.xml file as described in Step 11.

  The xdoparser.jar files include files from the W3C org.w3c.dom package that are excluded from the same package included with the Sun Java System Web Server system jar files. To ensure these files are loaded from the xdoparser.jar file, you must configure the server.xml file to load the xmlparser.jar files first.

1. Ensure the maxUploadSize property is set appropriately to handle the size of the BI Publisher WAR file. It is recommended that you set the maxUploadSize property to 100 megabytes.

   To set the maxUploadSize property:

   In the <WebServer-install-dir>/bin/https/webapps/admin-app/WEB-INF/web.xml, add the following parameter:

   <init-param>
      <param-name>maxUploadSize</param-name>
      <param-value>100000000</param-value>
   </init-param>

   For example:

   <servlet-name>webappdeploy</servlet-name>
   <servlet-class>com.sun.web.admin.servlets.DeployServlet</servlet-class>
   <init-param>
      <param-name>maxUploadSize</param-name>
      <param-value>100000000</param-value>
   </init-param>

2. Restart the application server.

3. In a browser, open the Admin Console of the Sun Java System Web Server 6.1.

4. Select a Server from the list and click Manage.

5. Select the Virtual Server Class tab.

6. Select a Class from the list and click Manage.

7. From the Select a Virtual Server drop-down list, choose your server and click Manage.

8. Select the Web Applications tab.

9. On the Deploy Web Application page, browse for and select manual\generic\xmlpserver.war (non-oc4j version) from your install media. In the Application URI field, enter /xmlpserver then click OK.

   Please note where this WAR file deployed, indicated in the Installation Directory field.

10. Click OK to deploy the application. A message appears informing that you must apply the changes. Click Apply in the top right corner, then click Apply Changes.

11. Configure the Sun Java System Web Server server.xml file to load the xdoparser.jar files first:

    • Open <WebServer-install-dir>/<https-name-of-webserver-instance>/config/server.xml

    • Add the following class path as the first entry for the serverclasspath attribute value in the <JAVA> tag:

      <WebServer-install-dir>/<https-name-of-webserver-instance>/webapps/<https-name-of-web-server-instance>/xmlpserver/WEB-INF/lib/xdoparser.jar

      Example from server.xml:

      <JAVA javahome="C:/Sun/WebServer6.1/bin/https/jdk" 
      serverclasspath="C:/Sun/WebServer6.1/https-xmlphost/webapps/https-xmlphost/xmlpserver/WEBINF/lib/xdoparser.jar;C:/Sun/WebServer6.1/bin/https/jar/webserv-rt .jar;${java.home}/lib/tools.jar;C:/Sun/WebServer6.1/bin/https/jar/webserv-ext.jar;C:/Sun/WebServer6.1/bin/https/jar/webserv-jstl.jar;C:/Sun/WebServer6.1/bin/https/jar/ktsearch.jar" 
      classpathsuffix="" envclasspathignored="true" 
      nativelibrarypathprefix="" debug="false" debugoptions="-Xdebug 
      -Xrunjdwp:transport=dt_socket,server=y,suspend=n" dynamicreloadinterval="-1">
      

12. Launch the BI Publisher application:

    Open your browser to http://hostname:port/xmlpserver to see the login page.

    For example: http://localhost:8080/xmlpserver

13. If you see the login page, proceed to Configuring the BI Publisher Repository and Installing Fonts.

Sun Java System Web Server 7.0 Deployment

This section describes one example of how to deploy the BI Publisher application. Follow the guidelines in your Sun Java System Web Server 7.0 documentation for the appropriate method for your installation

1. In a browser, open the Admin Console of the Sun Java System Web Server 7.0.

2. Select the Virtual Servers tab under Configurations.

3. Select the virtual server, into which you will deploy the BI Publisher application.

4. Select the Web Applications tab, and then click New.

5. Browse for and select manual\generic\xmlpserver.war (non-oc4j version) from your install media. (Optionally, you can also specify a Web application archive located on the server.)

6. In the Application URI field, enter /xmlpserver then click OK.

7. Enable the application.

8. Click Deployment Pending.

9. Click the Deploy button to deploy the BI Publisher application.

10. Launch the BI Publisher application:

    Open your browser to http://hostname:port/xmlpserver to see the login page.

    For example: http://localhost:8080/xmlpserver

11. If you see the login page, proceed to Configuring the BI Publisher Repository and Installing Fonts.

Configuring the BI Publisher Repository and Installing Fonts

After deploying BI Publisher in your application server, you must set up the BI Publisher repository and install the font files.

To Configure the BI Publisher Repository and Set Up Fonts:

To set up the repository, copy the xmlp repository directory to a location on your server, then edit the configuration file to point to the saved location as follows:

1. Copy the XMLP repository directory from Server_Ancillary\Oracle_Business_Intelligence_Publisher\XMLP on your install media to your server.

2. Open the xmlp-server-config.xml file located in the

   <application installation>/WEB-INF/ directory, where your application server unpacked the war or ear file.

   Example:

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

   The file contains the following:

   <?xml version="1.0" encoding="UTF-8"?>
   <xmlpConfig xmlns="http://xmlns.oracle.com/oxp/xmlp">
    <resource>
       <file path="%s_Reports_Path%"/>
    </resource>
   </xmlpConfig>

3. Replace %s_Reports_Path% with file path to the location where you copied the XMLP repository directory on your server.

   For example, if you copied the repository directory to/home/repository/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/repository/XMLP"/>
    </resource>
   </xmlpConfig>

   Save xmlp-server-config.xml after updating.

4. Copy the font files from the Server_Ancillary\Oracle_Business_Intelligence_Publisher\fonts on the install media to the fonts directory of the Java Runtime Environment used by your J2EE container/application server.

   Example for Apache Tomcat:

   C:\Program Files\Java\jre1.5.0_07\lib\fonts

   Example for Oracle Application Server or OC4J:

   <ORACLE_HOME>…\jdk\jre\lib\fonts

   Example for WebSphere:

   <WebSphere dir>/AppServer/java/jre/lib/font

5. Restart your application server.

6. Launch BI Publisher:

   Open your browser to http://hostname:port/xmlpserver

   For example:

   http://localhost:8888/xmlpserver

7. Log in with user name "Administrator" and password "Administrator".

   Important: Please change the Administrator password on the Account tab under Preferences.

Postinstallation Tasks

This section 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.

Postinstall Checklist

To complete your BI Publisher install, perform these tasks:

• Configure the scheduler database

• Configure the Oracle BI server as a data source and set up integration with Presentation Services

• 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.

Note: BI Publisher is supported to run against any database that supports JDBC based on Java 1.4.2 or Java 5.0 (1.5). For the list of databases on which BI Publisher has been certified, see Oracle Business Intelligence Publisher Release Notes (Release 10.1.3.2.1) on the http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html.

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

• Configuring the Scheduler on Oracle Database 10g

• Configuring the Scheduler Microsoft SQL Server on Oracle AS/OC4J 10.1.3

• Configuring the Scheduler on 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 Integration with Oracle BI.

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 links 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 Integration with Oracle BI.

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 Integration with Oracle BI.

Setting Up Integration with Oracle BI

1. Open your browser to the login page. For example:

2. Open your browser, http://hostname:port/xmlpserver to see the welcome page.

   For example: http://localhost:8888/xmlpserver

3. Log in as an administrator.

   Note: If this is the first time you have logged in, enter the credentials: Administrator/Administrator.

   Important: Please change the Administrator password on the Account tab under Preferences.

4. In the Oracle BI Publisher Enterprise screen, click the Admin tab.

   The Admin view contains the following sections and links:

   Section	Links to Configuration Screens
   Data Sources	JDBC Connection JNDI Connection File
   Security Center	Security Configuration Roles and Permissions
   Delivery	Delivery Configuration
   System Maintenance	Server Configuration Scheduler Configuration Refresh Metadata
   Runtime Configuration	Properties Font Mappings
   Integration	Oracle BI Presentation Services

5. Set up Oracle BI as a data source.

   See the Oracle Business Intelligence Infrastructure Installation and Configuration Guide for information on the appropriate settings.

6. Set up integration with Oracle BI Presentation Services.

   • From Integration, select Oracle BI Presentation Services.

   • Enter the Admin Username and Admin Password administrator credentials for Oracle Business Intelligence.

   • Enter the URL suffix as analytics/saw.dll. When enabling SSO, change this URL to the application you define; for example: analyticsSOAP/saw.dll. For more information, see the Oracle Business Intelligence Enterprise Edition Deployment Guide.

7. Set other runtime properties as desired. From the Admin tab, under Runtime Configuration, select Properties. See the Oracle Business Intelligence Publisher User's Guide for information on the runtime properties.

8. Restart the application server.

Setting Up the BI Publisher 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 versions of both applications before installing a new version of either.

• From the Application:

  The Oracle BI Publisher Template Builder for Microsoft Word Add-in can be installed from the BI Publisher application for users with either the BI Publisher Administrator Role or the BI Publisher Developer Role. The download link appears on the Folder and Report Tasks 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.

  The Excel Analyzer is 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 can also be obtained from the install media:

  Navigate to \manual\XMLP\Tools\ to launch the install executable BIPublisherDesktop.exe. Follow the installer prompts.

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