BIP Web Services based Reports Setup User Manual

FLEXCUBE KERNEL [April] [2011]

Document Control
Author: Venkata Pradeep S Created on : 19-Jun-2009 Updated by : Karthik B Krishnamurthy Updated on : 15-April-2011 Group: BPD Revision No : 2.0 Reviewed by : Mallikarjun Rao B Reviewed on : 15-April-2011 Approved by B Ashokkumar Reddy Approved on : 15-April-2011

BIP Web services Reports Setup

Table of Contents
1 BIP (Web Services Based) Reports Server Setup.....................................................4 1.1 Introduction....................................................................................................... 4 1.2 Prerequisites .....................................................................................................4 1.2.1 Applying Patch for BI Publisher 10.1.3.4.0...................................................4 2 Deploy Reports..................................................................................................... 21 2.1 Creating Roles.................................................................................................35 2.2 Creating a user................................................................................................41 2.3 FCUBS Property files Changes.........................................................................43

BIP Web services Reports Setup

1 BIP (Web Services Based) Reports Server Setup

1.1 Introduction
This document explains the steps to be executed to setup the BIP web services based Reports server.

1.2 Prerequisites
Get the installation of Oracle BI Publisher 10.1.3.4.0d in server machine.

1.2.1 Applying Patch for BI Publisher 10.1.3.4.0

The latest Patch for 10.1.3.4.0 is available in Metalink under the Patch ID 9017232(UPDATE FOR BI PUBLISHER ENTERPRISE 10.1.3.4.1). Step 1: Download the patch 9017232 which is in zip format from Oracle Metalink. Step 2: Extract the zip file in to local folder which is downloaded in previous step. Step 3: Create xmlpserver folder in local location and extraction xmlpserver.war from non-oc4j folder of ZIP file. Now this war file has to be unpacked. To do this run the following command in CMD. cd D:/BIP/xmlpserver jar -xvf xmlpserver.war Here D:\BIP\xmlpserver is the local folder into which the downloaded zip has been extracted. Once extract is done, delete xmlpserver.war. Step 4: Once unpacked, it creates the application structure. Go to WEB-INF folder and open the xmlp-server-config.xml file. Search for <resource> tag. In the file path provide the repository folder in <BIP_HOME>.

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

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Step 5: After doing above said steps, login to Admin Console of WebLogic for deployment.

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Click on Deployments.

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Click on Lock & Edit. And Click on Install.

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Provide the path of xmlpserver as shown in the screen shot. And check the xmlpserver radio button and click NEXT.

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Select the option Install this deployment as an application and click NEXT.

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Select the Managed Server and click NEXT.

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Click on NEXT.

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Click on FINISH.

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Click on SAVE.

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The following message should be displayed on the screen. Then click on Activate changes.

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The following message should be displayed.

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Click on Deployments.

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Click on Lock & Edit. And select xmlpserver Application and click on Start and select servicing all requests

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Click on YES.

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Following message will be displayed.

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The BIP Application can now be accessed using the URL http://<IP_address>:<port_no>/xmlpserver

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Deploy Reports

Step 1: Login to BIP web servers Administration console as shown below

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Step 2: Click Admin as shown below.

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Step 3: Click JDBC Connection tab as shown below.

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Step 4: Click ADD Data Source button as shown below.

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Step 5: Input the JDBC Connection details as shown below and Click the test Connection button as shown below. Once you see connection established successfully confirmation in the screen click Apply Button as shown below. Note: Make sure that Data Source Name should be the same as the one which is given for defaultDataSourceRef in the function id specific Report XDo files. (All the XDO files should have the same defaultDataSourceRef).

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Step 6: Create a folder named as FCReports in the following location of BI Publisher setup directory E.g.: <BIP_HOME>/xmlp/XMLP/Reports/FCReports Step 7: Place all the files from MAIN/<Module>/ Repxdo and MAIN/<Module>/ RepRTF to the folder xmlp\XMLP\Reports\FCReports in the destination directory. Step8: Click the Reports tab as show below In the below screen you can see the reports folder FCReports

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Step9: Click on FCReports folder as shown below where you could view the list of reports available. Reports can be executed directly by clicking view link which is available below for the each Report

1. 2.

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3.

Creating Data source

The following section describes how to create a Data source in BI Publisher application. Step 1: Log in to BI Publisher Application using Administrator user

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Step 2: The following screen will be appeared. Click on Admin Tab.

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Step 3: Click on JDBC Connection.

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Step 4: Click on Add Data Source Button.

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Step 5: Following screen will be appeared.

Enter the details as below, Data Source Name: INIT_DSN And provide Connection String, Username and Password according to schema to which data source refers.

And click on Testing Connection Button.

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Step 6: The following message will be appeared on the screen. Click on Apply Button.

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Step 7: The data source will be appeared in the list as below.

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4.

Creating Role and Users in BI Publisher :

The following section describes how to create a role in BI Publisher application and assigning new user to roles.

2.1 Creating Roles

Step 1: Open the BI Publisher Application

Step 2: Log in to BI Publisher Application using Administrator user

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Step 3: Go to Admin Tab.

Step 4: Click on the Roles and Permissions link under Security Center.

Step 5: Click on Create Role button to create a new role for new user. Input the role name and click on Apply to save. (Ex. FCJBIPRole)

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Step 6: After creating the above role, select the folder permission for role.

Step 7: Select the FCReports folder from the left pane for which the above role has to be given access and click on Add Folder

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Click on apply to save the permission.

Step 8 : Select the Add data sources permission for the role

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Step 9: Select the FCBIP data sources for which the above role to be assigned and click on Move

Click on Apply to save

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2.2 Creating a user

Step 1: After applying the above permission for the role, click on Users tab

Step 2: Click on Create User button to create a new user

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Step 3: Enter the User Id, Password for the new user and click on apply to save (say FCJBIPUser/FCJBIPUser)

Step 4 : Now assign the required roles

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Step 5: Click on Apply to finish creating the user.

Step 6: To test whether the user and roles are created, login to BI Publisher application using the new
user

After logging in the required folder should be available for the user.

2.3 FCUBS Property files Changes

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This is taken care by the INSTALLER when the user creates the property file using Installer. But if the property files need to be modified manually then, encrypt the new BI Publisher user id and password and specify it in the fcubs.properties file.

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09-BIP_Webservices_Reports_Setup [April] [2011] Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 www.oracle.com/ financial_services/ Copyright 2007 2011 Oracle Financial Services Software Limited. All rights reserved. No part of this work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any means, electronic, mechanical, photographic, graphic, optic recording or otherwise, translated in any language or computer language, without the prior written permission of Oracle Financial Services Software Limited. Due care has been taken to make this document and accompanying software package as accurate as possible. However, Oracle Financial Services Software Limited makes no representation or warranties with respect to the contents hereof and shall not be responsible for any loss or damage caused to the user by the direct or indirect use of this document and the accompanying Software System. Furthermore, Oracle Financial Services Software Limited reserves the right to alter, modify or otherwise change in any manner the content hereof, without obligation of Oracle Financial Services Software Limited to notify any person of such revision or changes. All company and product names are trademarks of the respective companies with which they are associated.

BIP Web services Reports Setup