Using the BI Publisher Screen

Contents

On the BI Publisher screen:

1. Select the Connect to BI Publisher option.

   Note: If you would rather configure BI Publisher manually or do not have BI Publisher installed, verify the Connect to BI Publisher option is clear and click Next. See the Connecting BI Publisher to P6 guide for more information.

2. In the Server URL field, enter the URL used to connect to the BI Publisher web service to P6.

   Example format for WebLogic:

   For 10g: http://serverIP:port/xmlpserver/services/PublicReportService_v11

   For 11g: http://serverIP:port/xmlpserver/services/PublicReportService?WSDL

   Example format for WebSphere:

   For 10g: http://serverIP:port/xmlpserver/services/PublicReportService_v11?WSDL

   For 11g: http://serverIP:port/xmlpserver/services/PublicReportService?WSDL

3. In the Version field, enter the version of BI Publisher (10.1.3.4.1, 11.1.1.6.0) that you want to integrate with P6.
4. In the Folder Paths field, enter the relative path to the BI Publisher P6 reports folder where P6 will search for reports.

   Example format (the forward slash is required):

   /P6REPORTS

   Notes: You can find the relative path (for example, /P6Reports) in one of the following folders:

   • For 10g, %BI_HOME%\xmlp\XMLP\Reports
   • For 11g, %weblogic_home%\user_projects\domains\bifoundation_domain\config\bipublisher\repository\Reports
5. In the Admin Username field, enter a BI Publisher web services user name with administrative privileges (for example, PxRptUser).
6. In the Password field, enter the password for the administrative user name.
7. In the Personal Folders field, select the option (true) to enable personal folders per user. If you do not want to use personal folders, leave the option clear. Users have their own personal folders where they can store their objects. Only the user who created and saved the content in the folder can access the folder.
8. In the Scrub Username field, select the option (true) to enable the setting or leave it clear (false) to ensure it's disabled.

   This setting controls whether special characters (non-alphanumeric) are removed from the user name when connecting to BI Publisher. The default is 'false,' meaning special characters will not be removed.

   If you are using the P6 EPPM Extended Schema for BI Publisher reporting, leave the setting as false.

   If you are using the P6 ODS Schema for BI Publisher reporting, change the setting to true. Setting the value to true will allow the user’s security context (user name) to format properly before it goes to BI Publisher. This allows reporting queries to perform against the ODS tables.

9. In the Cache Timeout field, enter how long cached report definitions should appear.

   The default is 1d.

10. Click Next.