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

Release 10.1.3.2.0
Part No. B32481-01
December 2006

This document contains the following topics:

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.

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

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

Individual components are located as follows:

Component Directory
Fonts directory fonts
Template Builder for Word Add-in BI_Publisher_Desktop
xmlpserver.war for non-oc4j application servers generic
Javadoc doc
xmlpserver.ear for oc4j oc4j
XMLP repository XMLP

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 disc under Server_Ancillary\Oracle_Business_Intelligence_Publisher\doc\ApacheLicense.txt and can also be obtained from http://www.apache.org/licenses/LICENSE-2.0.

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

System Requirements

The following are prerequisites to run Oracle BI Publisher:

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

  3. Configure the BI Publisher application.

  4. Set up the BI Publisher Demo Reports.

Deploying the Application Server

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

Oracle AS 10.1.3 and OC4J 10.1.3 Deployment

Important: If you are using a non-Oracle database, you must set up your database before setting up the application server. See Installing and Configuring the Scheduler on the Database.

Follow the steps below to deploy BI Publisher on Oracle AS 10.1.3 or OC4J 10.1.3. These steps assume familiarity with the Oracle Enterprise Manager and the Application Server Control (ASC) interface:

  1. Open the Application Server Control screen (typically: http://localhost:8888/em) in your browser and log in as oc4jadmin.

  2. Select the Applications tab and select the Deploy button.

  3. For the Archive Location, browse for Server_Ancillary\Oracle_Business_Intelligence_Publisher\oc4j\xmlpserver.ear on the Oracle BI EE install disc and select the Next button.

  4. Enter xmlpserver as the Application Name and select the Next button.

  5. If you are setting up the scheduler on a non-Oracle Database, perform the following:

  6. On the Deployment Settings page, click Deploy.

  7. Copy the fonts in the Server_Ancillary\Oracle_Business_Intelligence_Publisher\fonts directory on the BI EE install disc to the fonts directory of your Java Runtime Environment (JAVA_HOME\lib\fonts).

    For example: C:\Program Files\Java\jdk1.5.0_06\jre\lib\fonts

  8. Start or restart OC4J.

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

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

  10. If you see the login page, continue under Configuring the BI Publisher Application.

Apache Tomcat 5.5 Deployment

Follow the steps below 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.

  3. From the Tomcat Web Application Manager page, under the Deploy region, browse for and select the Server_Ancillary\Oracle_Business_Intelligence_Publisher\generic\xmlpserver.war from the BI EE install disc. 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. Copy the fonts from Server_Ancillary\Oracle_Business_Intelligence_Publisher\fonts on the install disc to the fonts directory of your Java Runtime Environment (JAVA_HOME\lib\fonts). For example: C:\Program Files\Java\jre1.5.0_07\lib\fonts

  6. Start or restart Tomcat 5.5 (typically from services).

  7. Open your browser, http://hostname:port/xmlpserver to see the demo page.

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

  8. If you see the login page, continue under Configuring the BI Publisher Application.

WebSphere 6.0 Deployment

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

  2. Choose the xmlpserver.ear file.

  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. Copy the font files from Server_Ancillary\Oracle_Business_Intelligence_Publisher\fonts to the Java VM that comes with WebSphere:

    <WebSphere installation dir>/AppServer/java/jre/lib/fonts

  10. 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.

  11. Open your browser, http://hostname:port/xmlpserver to see the demo page.

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

  12. If you see the login page, continue under Configuring the BI Publisher Application.

Configuring the BI Publisher Application

Follow the steps below to configure BI Publisher Enterprise.

Define the BI Publisher Repository

The BI Publisher repository must be initialized with the XMLP directory located on your installation disc. Copy this directory to a location on your server and edit the configuration file to point to it, as follows:

  1. Copy the XMLP repository directory from: Server_Ancillary\Oracle_Business_Intelligence_Publisher\XMLP to your server.

  2. Open the browser:

    http://hostname:port/xmlpserver to see the welcome page.

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

    Note: Your xmlpserver.war or xmlpserver.ear file should now be unpacked.

  3. 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 contents of the file are as follows:

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

  4. Enter the file path to where you copied the XMLP repository directory on your server.

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

Configure the Server

  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. 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.

  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.

Installing and Configuring the Scheduler on the Database

The database configuration is required to send or schedule reports. In this release, the following databases are supported:

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

Deploying the Scheduler on Oracle Database 10g Deployment with Oracle AS/OC4J 10.1.3 or Tomcat

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

  1. Create a new database user where you want to store the BI Publisher scheduler schema.

    Note that when you create the user, you must set a quota, otherwise the quota will be 0 (zero).

    The following example shows the creation of "bipuser":

    SQL> CREATE USER bipublisher
   2  IDENTIFIED BY welcome
   3  DEFAULT TABLESPACE USERS
   4  TEMPORARY TABLESPACE TEMP
   5  QUOTA 100M ON USERS
   6  QUOTA 1M ON TEMP;
 User created. 
 
 SQL> GRANT CREATE SESSION TO bipublisher; -- (or "GRANT CONNECT TO bipuser;", it's the same thing.)
 
 Grant succeeded.
 
 SQL> grant create table to bipublisher; 
 
 Grant succeeded.

    Refer the Oracle Database Security Guide for more detail on setting up users.

  2. Set up the connection to the Oracle Database in the BI Publisher application:

  3. Continue under Running the BI Publisher Demo Reports.

Deploying the Scheduler on Microsoft SQL Server 2000 with Oracle AS/OC4J 10.1.3

  1. Install SQL Server 2000. Make sure you set the "Mixed" authentication mode.

  2. Open SQL Server Enterprise Manager.

  3. Choose New Database.

  4. Set the database name. For example: bipublisher

  5. Select New login to create a new user.

  6. Set the username. Choose "SQL Server Authentication" and set the password. Set the default database to the database that you created.

  7. Click the Database Access tab and select the database that you created above. Select the "db_owner" role in the lower window (the user must be able to access the tables owned by "db"'). Click OK to create the user.

  8. Register the DataDirect JDBC Driver on OC4J.

    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. Note that Oracle DataDirect works with OC4J only.

  9. Register DataDirect JDBC Driver on OC4J.

  10. Redeploy the application.

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

Deploying the Scheduler on Microsoft SQL Server 2000 with Tomcat

  1. Install SQL Server 2000. Make sure you set the "Mixed" authentication mode.

  2. Open SQL Server Enterprise Manager.

  3. Choose New Database.

  4. Set the database name. For example: bipublisher

  5. Choose New login to create a new user.

  6. Set the username. Select "SQL Server Authentication" and set the password. Set the default database to the database that you created.

  7. Select the Database Access tab and choose the database that you created. Select the "db_owner" role in the lower window (the user must have to access the tables owned by "dbo"). Click OK to create the user.

  8. 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

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

Running the BI Publisher Demo Reports

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

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

The sample reports require the following general configuration steps:

Configuring the Demo File Data Source

This procedure is performed in the Oracle BI Publisher Enterprise screen Admin tab.

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

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

    and log in with Administrator credentials.

  2. Select the Admin tab.

  3. In the Data Sources section, select File.

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

  5. Change the path to the DemoFiles folder under the XMLP directory.

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

  6. Click Apply to save the changes.

Configuring the Demo JDBC Data Source

  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.

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