Sample Reports Supplied with the Product

The system provides several sample reports that may be used by your organization as a starting point for creating a new report. The following sections provide instructions on how to set up your implementation environment to use the sample reports.

Refer to the Reports chapter of the Oracle Utilities Customer To Meter online documentation or a description of each sample report.

If you would like to use any of the sample reports, you need to perform some steps to be able to execute them in an implementation environment. This section walks you through the steps needed, including:

• Oracle Functions and Packages

• Unzipping Oracle Utilities Customer To Meter Report Files

• Publishing the Sample Reports in Oracle Analytics Publisher Enterprise

• Preparing Oracle Analytics Publisher Enterprise Server For integration

• Setting Up the Company Title and Logo

• Oracle Utilities Customer To Meter User ID and Report Code

• Copying a Report Definition From the Demonstration Database

• Adding Custom Layout to Existing Reports in Oracle Analytics Publisher

Oracle Functions and Packages

Each report has one or more corresponding database function, package that store the business logic to fetch the data from the database that is then presented in the report.

The prerequisite for Oracle Utilities Customer To Meter reports to work against the target database is setting up of a RPTUSER database user. This user should have read access to all Oracle Utilities Customer To Meter database objects and execution privilege on the stored procedures that the reports access.

The steps involved in setting up the RPTUSER are:

1. Create the RPTUSER.

To create the RPTUSER (it doesn't exist), navigate to the Database\Oracle folder and edit the file CDX_rptuser.sql to match your requirements. The parameters in this file that need review are: password of the user, default and temporary tablespace names for the user.

Now log into the target database as a DBA user using SQLPLUS and execute the script by entering following command at SQL prompt:

SQL> @CDX_rptuser.sql

2. Create or refresh the Oracle functions and packages.

Login to the target database as the user CISADM that owns Oracle Utilities Customer To Meter schema objects using SQLPLUS and execute the script CDX_rptfn.sql by entering the following command at the SQL prompt:

SQL> @CDX_rptfn.sql

(“SQL>” denotes the SQL prompt and doesn't need to be typed).

3. Compile the report function.

SQL> @CDX_compfn.sql

4. Configure security.

This involves generating synonyms in RPTUSER and granting it privileges to execute the stored procedures and read the Oracle Utilities Customer To Meter tables. The utility prompts you to answer for the following questions:

• Enter the Oracle user that owns the schema (example: CISADM): CISADM

• Enter the password for the CISADM user: CISADM

• Enter the name of the Oracle Database: Your_db

• Enter a comma-separated list of Oracle users in which synonyms need to be created (example: cisuser,cisread): RPTUSER

The utility runs and configures security for the Oracle Utilities Customer To Meter objects.

Unzipping Oracle Utilities Customer To Meter Report Files

The Reports files/folders are included in the C2M V29000 Installer, C2M-V2.9.0.0.0-MultiPlatform.jar. After decompressing the jar file (refer to the Oracle Utilities Customer To Meter Installation Guide for steps to decompress), the Reports files/folders are extracted to C2M.V2.9.0.0.0/data/reports.

Note: By default, the reports provided are read only. You will need to reset the permissions on the files before making any changes, for example, to configure the default data source.

Publishing the Sample Reports in Oracle Analytics Publisher Enterprise

The installation media contains sample reports provided with the system. The report files are in the reports extract folder under ..\C2M-V2.9.0.0.0/data/reports/AnalyticsPublisher11g/reportFiles.

Install Oracle Analytics Publisher Enterprise. This section assumes that you have already installed Oracle Analytics Publisher Enterprise.

Note: If you install Oracle Analytics Publisher Enterprise in a location other than the default installation directory, adjust the path descriptions to match your actual install directories.

The first step you need to take in order to use any of the samples is to publish the report in Oracle Analytics Publisher Enterprise. You need to create a folder in Oracle Analytics Publisher Enterprise named as defined on Reporting Options table in Oracle Utilities Customer To Meter and publish there report extracted to the reports extract folder.

Create a folder named C2M in the BI_Repository_Path\Reports folder. Copy all Oracle Analytics Publisher sample reports into the C2M folder.

Note: To check for the location of your BI repository path, log in to the BI console as an Administrator and go to Administration, Server Configuration. If the repository type is File System, the path will be seen in Catalog region. If the repository type is not File System you cannot load the sample reports.

Refer to the Oracle Analytics Publisher Enterprise documentation for more information.

Preparing Oracle Analytics Publisher Enterprise Server For integration

The C2M Reporting Options Table should include the following information about Reporting Server and Folder:

Reporting Folder: C2M

Reporting Server: URL of reporting server

For example: http://sf-ugbu.splwg.com:9704

If you want to have a different name for your reporting folder, you can rename the C2M folder on the server and put the corresponding value on the Reporting options table.

Access Oracle Analytics Publisher Enterprise Server:

1. Access the Oracle Analytics Publisher Enterprise Server as Administrator.

2. On the Admin tab define a JDBC Connection section under Data Sources, and add a new data source using Add Data Source.

Create a new Data Source “C2M” with connection details pointing to the C2M database using the existing RPTUSER credentials.

3. Test the connection to make sure the database connection is successful.

4. Click Apply to save the changes.

To configure a new group in WebLogic:

1. Configure a group within WebLogic for Authentication called “BIConsumer”.

2. Create an Application Role called “C2M Reports” to access the Oracle Analytics Publisher reports.

3. Associate the member “BIConsumer” with the “C2M Reports” Application Role.

The role will now be visible from within the Oracle Analytics Publisher Enterprise. Within Oracle Analytics Publisher Enterprise, for the Role Name C2M Reports you just created, click Add Folders to add the C2M sample reports to the Allowed Folders.

Do the same for Role Name C2M Reports. Click Add Data Sources to add the C2M data source to the Allowed Data Sources.

To include appropriate roles for Role Name C2M Reports, click Add Role.

To verify Sample Oracle Analytics Publisher reports on Server:

1. Login to Oracle Analytics Publisher Server as a user belonging to BIConsumers.

2. Verify that all sample reports provided appear in the C2M folder.

Single-sign-on and more sophisticated security would need to be tailored to the specific implementation.

Setting Up the Company Title and Logo

The sample reports provided by the system use the company title that is defined on the Messages tab of the Installation Options - Framework page in Oracle Utilities Customer To Meter.

To set up the Company Logo:

1. Store the logo on the server and make a note of the relative path to the image.

For example, you can store the logo in the BI Domain Home Directory. Check with your Oracle Analytics Publisher administrator for the location of that directory.

2. Open the report template in Microsoft Word and use the Format Picture dialog box to specify the alternative text for the image.

The alternative text should be the directory path to the image. For example, if your logo, company_logo.gif, is in the logo folder in the home directory, the alternative text should be:

/C2M.V2.9.0.0.0/data/reports/BIPublisher11g/logo/company_logo.gif

Oracle Utilities Customer To Meter User ID and Report Code

The Oracle Utilities Customer To Meter user ID and report Code are defined as the required parameter in every sample report. These parameters are hidden when report is submitted from Oracle Utilities Customer To Meter, but must be defined in the report.

Copying a Report Definition From the Demonstration Database

In order to use one of the sample reports in your Oracle Utilities Customer To Meter region, you must define the meta-data for the report. The demonstration database contains the report definition and all its related data for each sample report.

Refer to the Reports chapter in the Oracle Utilities Customer To Meter Administrative User Guide for instructions on how to copy any/all of the report definitions from the demonstration database to your implementation's database.

Adding Custom Layout to Existing Reports in Oracle Analytics Publisher

The layout of the sample reports have been created in Microsoft Word using Oracle Analytics Publisher Desktop 11g plug-in. Custom Layouts can be created in Oracle Analytics Publisher. The name of the Custom layout can be specified in the Report Definition: Customer Specific Font/Layout. Oracle Analytics Publisher will then use this custom layout when the report is invoked from Oracle Utilities Customer To Meter.