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Oracle Business Intelligence Publisher Administrator's and Developer's Guide
Release 10.1.3.4
Part Number E12188-01
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Setting Up Integrations

Introduction

This chapter describes how to set up integration with the following:

Setting Up Integration with Oracle BI Presentation Services

By setting up integration with Oracle BI Presentation Services you enable connection to Oracle BI Answers requests as data sources for your reports.

The Oracle BI installer when installing BI Publisher, performs integration with Presentation Services if Presentation Services is also installed with BI Publisher. This means that the Oracle BI installer sets the Presentation Services hostname, port, url values in BI Publisher configuration file xmlp-server-config.xml. But the user still needs to set the Presentation Services username and password in BI Publisher configuration since those are not known at install time.

Note: If you included BI Publisher Enterprise in your Oracle BI Enterprise Edition installation, the Oracle BI installer will set the Presentation Services hostname, port, and url values. However, you must manually enter the Presentation Services username and password here.

  1. From the Admin page, under Integration, select Oracle BI Presentation Services.

  2. Enter the following information about your BI Presentation Services server:

Setting Up Integration with Oracle BI Discoverer

Oracle BI Discoverer is an intuitive ad-hoc query, reporting, analysis, and Web publishing toolset that gives business users immediate access to information in databases. Using any standard Web browser, you have secure and immediate access to data from both relational and multidimensional data sources. Oracle BI Discoverer provides a business view to hide the complexity of the underlying data structures, enabling you to focus on solving business problems.

Oracle BI Publisher can accept Oracle BI Discoverer worksheets as the data set for a report. This provides three key benefits to Discoverer users. Discoverer users will now be able to:

Oracle BI Publisher integrates with Oracle BI Discoverer via the Oracle BI Discoverer Web service. Use the BI Publisher Admin screen to enter the necessary integration information.

Prerequisites for Integration with Discoverer

The following are prerequisites for the integration with Discoverer:

Limitations of the Integration with BI Discoverer

Following are limitations of the integration of BI Publisher with Discoverer:

Configuring BI Publisher to Integrate with BI Discoverer

  1. From the Admin page, under Integration, select Oracle BI Discoverer.

  2. Enter the following fields:

    the picture is described in the document text

  3. Restart the BI Publisher application.

Setting Up Integration with Oracle Enterprise Performance Management Workspace

This section will describe setting up the integration with Oracle Enterprise Performance Management Workspace. It includes the following topics:

Integration with Oracle Enterprise Performance Management Workspace

Oracle Enterprise Performance Management Workspace (EPM Workspace) is a component of Oracle's Hyperion Foundation Services. It is the central Web interface for users to access all Performance Management content and tools. With its ease-of-use and flexibility, EPM Workspace provides users with a "windows-on-the-Web" experience.

Oracle BI Publisher can be integrated into the Oracle Enterprise Performance Management Workspace, Fusion Edition 11.1.1 release.

For more information about installing EPM Workspace, see Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide, Fusion Edition Release 11.1.1.

For tips on working with BI Publisher in the EPM Workspace environment, see Using Oracle BI Publisher in Oracle Enterprise Performance Management Workspace., Oracle Business Intelligence Publisher Report Designer's Guide

Prerequisites for Integration with EPM Workspace

Configuring Oracle BI Publisher with EPM Workspace

To configure Oracle BI Publisher for use within EPM Workspace, perform the following tasks:

  1. Register Oracle BI Publisher with Oracle's Hyperion Shared Services Registry.

  2. Enable Hyperion Common Shared Services security in BI Publisher.

  3. Configure the EPM Workspace Web server.

  4. Provision BI Publisher users in EPM Workspace.

Register Oracle BI Publisher with EPM Shared Services and Enable Shared Services Security

Before you can use Oracle BI Publisher within Oracle EPM Workspace, you must register it with Oracle EPM Shared Services. After successful registration, BI Publisher is registered in EPM Workspace and corresponding Product, Application, Project, and Roles are seeded in Shared Services. Perform the following steps to register BI Publisher and enable Common Shared Services security:

  1. Log in to Oracle BI Publisher with Administrator credentials.

  2. Navigate to the Oracle BI Publisher Administration page by selecting the Admin tab

  3. Under Integration, click the Hyperion Workspace and Shared Services link to launch the configuration page.

  4. In the Database Connection for Hyperion Workspace region, enter the Hyperion home location where the reg.properties file is located. (Note that you must enter only the location of the Hyperion Home, not the full path to the reg.properties file.)

    For example: C:\Programs\Oracle\Hyperion

    The reg.properties file must be located on the same computer as the BI Publisher server application. See Prerequisites for Integration with EPM Workspace for more information.

  5. Click Load Properties.

    This will populate the following fields based on the values in the reg.properties file that you pointed to in the previous step:

  6. The fields in the Hyperion Workspace Registration region are defaulted from the servlet context. You can update these fields if you want to run BI Publisher in both SSL and non-SSL modes; or if you are using a load balancer, enter the server information for the load balancer.

  7. In the Hyperion Shared Services Registration region, enter the following fields that describe your Shared Services installation:

  8. Click Register. If the registration process succeeds, you will receive a confirmation message, otherwise an error message will display.

  9. Restart your BI Publisher server application for these changes to take effect.

Configure the EPM Workspace Web Server to Proxy BI Publisher Requests

Next modify the configuration of the EPM Workspace Web server so that requests for Oracle BI Publisher are routed through it.

To configure Oracle BI Publisher with EPM Workspace Web server, you can use EPM System Configurator to automatically configure them with the EPM Workspace Web server only if EPM Workspace and Oracle BI Publisher are deployed on a Web application server of the same type (for example, when both EPM Workspace and Oracle BI Publisher Web application server are deployed on Oracle Application Server).

If you are running BI Publisher on a different type of Web server than the type of Web server running EPM Workspace, you must follow the steps under Manually Configuring the Web Server.

Using the EPM System Configurator to Configure the Web Server

To configure the Web server using the EPM System Configurator:

  1. Launch the EPM System Configurator using one of the following methods:

  2. When you see "Select the products to configure", select Foundation, Workspace, and Web Server Configuration. Click Next.

  3. On the Workspace Web Server plug-in pane, an entry for the BI Publisher server will display, showing the BI Publisher host, port, and context root. Select the box for the BI Publisher row as well as the boxes for all other products that need to be configured with the Web server whether you have previously configured them or not. When you have selected all products, click Next.

  4. Click Next through the remaining screens, and then click Finish.

For information on using the EPM System Configurator, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

Manually Configuring the Web Server

If BI Publisher is deployed on a different type of Web application server than the type of Web application server running EPM Workspace, back up the Web server’s configuration files before running the EPM System Configurator to configure BI Publisher to work with EPM Workspace. After running the EPM System Configurator, manually restore the Web server’s configuration files, then add the /xmlpserver context to the Web server’s configuration files.

  1. Back up the Web server configuration files. Navigate to

    <HYPERION_HOME>\common\httpServers\Apache\2.0.59\conf

    and back up the following files:

  2. Use the EPM System Configurator to configure the Web server as described in Using the EPM System Configurator to Configure the Web Server.

  3. Revert to the files you backed up in Step 1 by copying the backed up files back to <HYPERION_HOME>\common\httpServers\Apache\2.0.59\conf

  4. Manually update the Web server's configuration file.

    For the Web server bundled with the EPM System, the configuration directives below will add the /xmlpserver context. For information on configuring other Web servers, see the Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide.

Provision Users in EPM Workspace

The final step is to provision users with the BI Publisher roles in Shared Services. Provisioning is the process of granting roles from EPM System applications to the users and groups that are available in the configured user directories. Provisioning is managed at the user or group level by Provisioning Managers or Shared Services Administrators. See Oracle Hyperion Enterprise Performance Management System Security Administration Guide for detailed information on how provisioning works.

Important: You must provision the HSS Administrator that you specified in BI Publisher's Hyperion Workspace and Shared Services integration page with the BI Publisher Administrator role. Follow the procedure in this section to provision the HSS Administrator with the BI Publisher Administrator role.

To provision users or groups:

  1. Launch the Shared Services Console using one of the following methods:

  2. On the Logon screen enter the same Administrator username and password that you entered in the BI Publisher Admin page for the Hyperion Shared Services Registration.

  3. Locate the Shared Services node on which BI Publisher is registered.

  4. Navigate to User Directories then Native Directory then Groups.

  5. Query for the Group to which you want to grant BI Publisher roles; or create a new group (by right-clicking "Groups" in the tree).

  6. Select and right-click the Group.

  7. From the right-click menu, select Provision.

  8. From the Available Roles list, expand the heading for BI Publisher, then BI Publisher Enterprise to see the list of available BI Publisher roles.

  9. Use the shuttle buttons to move the desired roles from the Available Roles list to the Selected Roles list.

  10. Save the changes. A Provision Summary will display to confirm your changes.

The next time you connect to BI Publisher as a user with BI Publisher Administrator privileges, you will see this newly created EPM Workspace group as a Role in BI Publisher's Security Center, Roles and Permissions tab. Use the Roles and Permissions tab to assign BI Publisher Folders and Data Sources to this group.

Note that BI Publisher fetches only the Shared Services Groups that have been assigned seeded BI Publisher roles. If the group does not have any seeded BI Publisher roles assigned to it, it is not displayed in BI Publisher's Roles and Permissions tab.

Once you have set up BI Publisher to use the Hyperion Common Shared Services Security model you will no longer be able to create users or roles in the BI Publisher Security Center. All users and roles must be created using Hyperion Shared Services. Use the BI Publisher Security Center to assign BI Publisher folders and data sources to the roles you created in Shared Services.

For more information on assigning folders and data sources to roles, see Add a Folder to a Role and Add a Data Source to a Role.

Setting Up Integration with Oracle Smart Space Client

If you have integrated Oracle BI Publisher with Oracle Smart Space you can use this page to set up a link to the Oracle Smart Space client download page. This will enable all BI Publisher users to easily access the Oracle Smart Space client download page from their BI Publisher session.

For more information on setting up the integration between Oracle BI Publisher and Oracle Smart Space, see the Oracle Smart Space, Fusion Edition User's Guide.

To Set Up the Oracle Smart Space Client Download Page Link:

  1. From the Admin page, under Integration, select Oracle Smart Space Client.

  2. Enter the following fields:

  3. Restart your BI Publisher application.

After you have successfully restarted BI Publisher, the Oracle Smart Space Client link will display in the header region of the BI Publisher user interface. All users can now use this link to launch the Oracle Smart Space client download page where they can download the Oracle Smart Space client to install on their individual computers.