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Configuring BI Publisher To Use Oracle BI Data

This document provides steps to configure Oracle BI Publisher to use Oracle BI Server for security, data sources, and integration with Oracle BI Presentation Services. The key steps include: 1. Creating an administrator alias in credentialstore.xml and updating instanceconfig.xml to specify authentication credentials. 2. Creating BI Publisher groups in the Oracle BI repository and assigning users accordingly for roles like administrator, developer, scheduler, etc. 3. Setting up the JDBC data source in BI Publisher to point to the Oracle BI Server. 4. Configuring BI Publisher security to use the Oracle BI Server security model. 5. Integrating BI Publisher with Oracle BI Presentation Services. 6.

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106 views10 pages

Configuring BI Publisher To Use Oracle BI Data

This document provides steps to configure Oracle BI Publisher to use Oracle BI Server for security, data sources, and integration with Oracle BI Presentation Services. The key steps include: 1. Creating an administrator alias in credentialstore.xml and updating instanceconfig.xml to specify authentication credentials. 2. Creating BI Publisher groups in the Oracle BI repository and assigning users accordingly for roles like administrator, developer, scheduler, etc. 3. Setting up the JDBC data source in BI Publisher to point to the Oracle BI Server. 4. Configuring BI Publisher security to use the Oracle BI Server security model. 5. Integrating BI Publisher with Oracle BI Presentation Services. 6.

Uploaded by

Rajesh Glr
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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Configuring BI Publisher to use Oracle BI Data

This task involves the following steps 1. Create administrator alias in credentialstore.xml and update instanceconfig.xml 2. Create BI Publisher groups in rpd and assign appropriate users to the groups. 3. Setting up the Datasource to point to Oracle BI Server. 4. Set up the Security Configuration to use Oracle BI Server Security Model 5. Set up the Integration Oracle BI Presentation Services 6. Set up the Scheduler Configuration

1. Create alias in credentialstore.xml and update instanceconfig.xml BI Publisher uses Impersonation to get authenticated with the BI Server. The first step towards it is to add an alias in credentialstore.xml. a. Open command prompt and browse to OracleBI/web/bin directory.

b. Enter command cryptotools credstore add

c. Enter the path of credentialstore.xml file. By default it is located in OracleBIData\web\config folder.

d. Enter a credential Alias which would be used in instanceconfig.xml e. Enter Administrators Login ID and Password. f. Once this is done enter the following lines in instanceconfig.xml <advancedreporting> <reportingengine>XmlP</reportingengine> <volume>XmlP</volume>

<serverurl>http://localhost:9704/xmlpserver/services/ XMLPService</serverurl> <weburl>http://localhost:9704/xmlpserver</weburl> <adminurl>http://localhost:9704/xmlpserver/servlet/a dmin</adminurl> <admincredentialalias>Biadmin</admincredentialalias > </advancedreporting> <credentialstore><credentialstorage type="file" path="Z:\OracleBIData\web\config\credentialstore.xml "></credentialstore> p.s. replace localhost with the servername on which oc4j is loaded. g. Make sure the <AdminCredentialAlias> matches the one created in step d and the path of Credential Store is mentioned correctly. h. Restart Oracle Presentation service. 2. Create BI Publisher groups in rpd and assign appropriate users to the groups a. Create the following groups in rpd to correspond to BI Publisher functional roles XMLP_ADMIN this is the administrator role for the BI Publisher server.

XMLP_DEVELOPER allows users to build reports in the system.

XMLP_SCHEDULER allows users to schedule reports.

XMLP_ANALYZER_EXCEL allows users to use the Excel analysis feature.

XMLP_ANALYZER_ONLINE allows users to use the online analysis feature.

XMLP_TEMPLATE_DESIGNER - allows users to connect to the BI Publisher server from the Template Builder and to upload and download templates.

b. Assign users to appropriate groups. There should be at least one user in XMLP_ADMIN. c. Restart Oracle BI Service. 3. Setting up the Datasource to point to Oracle BI Server a. Login into the analytics application as an administrator. b. Click on More Products -> BI Publisher

c. This should open up the BI Publisher Screen. Click on Admin tab. (If required login with the same credentials as that of Analytics).

d. Click on JDBC Connection -> Add Data Source e. Enter a name for the Data Source. f. Select Driver Type as Oracle BI Server. g. Confirm that the Database Driver Class is oracle.bi.jdbc.AnaJdbcDriver. h. Enter the connection string as jdbc:oraclebi://<host>:<port> where host is the server on which Oracle BI server is installed. By default the port number is 9703. i. Enter the Administrator credentials and Click on Test Connection

j. Confirm that the connection is successful and Click Apply.

4. Set up the Security Configuration to use Oracle BI Server Security Model a. Click on Admin tab -> Security Configuration

b. Enable Super User and set User ID/ Password for it. c. Select Oracle BI Server in Security Model. d. In Connection String enter the same connection string as entered in 4-h. e. Enter the User ID/ Password of rpd Administrator.In Database Driver Class enter oracle.bi.jdbc.AnaJdbcDriver

g. Click Apply.

h. Restart the oc4j server (restarting of xmlpserver from the applications tab of oc4j admin screen is also sufficient for changes to take place) 5. Set up the Integration Oracle BI Presentation Services a. Login into the analytics application as an administrator. b. Click on More Products -> BI Publisher

c. This should open up the BI Publisher Screen. Click on Admin tab. d. Click on Integration -> Oracle BI Presentation Services

e. Select server protocol as http f. Server Version as v4 g. Server field should contain the server on which Oracle BI Presentation service is loaded.

h. Port should be 80 if analytics is using IIS or 9704 if analytics is using oc4j i. Enter the rpd Administrators User ID / Password j. URL suffix should be analytics/saw.dll

k. Click apply. l. Restart the oc4j server (restarting of xmlpserver from the applications tab of oc4j admin screen is also sufficient for changes to take place). 6. Set up the Scheduler Configuration a. Login into the analytics application as an administrator. b. Click on More Products -> BI Publisher

c. This should open up the BI Publisher Screen. Click on Admin tab. d. Click on System Maintenance -> Scheduler Configuration

e. We need a database to use scheduler. This database will be used to store the information of various scheduler activities. f. Select Database type g. Connection String for Oracle and MSSQL is given below: Oracle jdbc:oracle:thin:@<hostname>:<port>:<oracle SID> eg. jdbc:oracle:thin:@oracleserver:1520:TEST p.s. TEST is the SID, its alias in tnsnames should not be used here.

MS-SQL server jdbc:hyperion:sqlserver://<hostname>:<port>;Da tabaseName=<DATABASENAME> eg. jdbc:hyperion:sqlserver://mssqlserver:1433;Databas eName=INFA1

h. Click on Install Schema. i. Click Apply and restart oc4j or xmlpserver. j. Important: If you stop and start or restart the database that contains your BI Publisher Scheduler tables, you must restart you BI Publisher Enterprise server.

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