Published on November 28, 2008
Integrating Discoverer 10.1.2 with Oracle E- Business Suite 11i 1
Dinesh Gupta • 13 Years experience working with various Oracle Technologies • Experienced in upgrades and implementations • Currently providing software and infrastructure solutions, database administration, E-Business Suite implementations and training. • Regular presenter at OAUG and local User Groups 2
Objectives • Describe how to install Discoverer 10g into an existing Oracle E-Business Suite 11i Environment. • Describe how to upgrade an existing Discoverer End User Layer from earlier versions. • Discuss supported architectures for integrating Discoverer 10g with Oracle 11i Environment. • Learn how to load the Application specific contents and workbooks into the Discoverer 10g End User Layer. 3
Overview • Discoverer 10g enables Report Builders and Analysts to create and execute ad hoc queries. • Users can view and navigate through predefined reports and graphs through business views. • Release 11i users can use Discoverer to analyze Data from selected business areas in Financials, Human Resources, Purchasing, Process Manufacturing etc. 4
Supported Architectures • Discoverer 10g must be installed in a separate ORACLE_HOME on an existing application tier node or on a stand-alone server with access to Oracle E- Business Suite 11i database. • Component Name Version OracleAS Identity Management Infrastructure 10.1.2.0.2 OracleAS Business Intelligence and Forms 10.1.2.0.2 Oracle E-Business Suite Release 11i 11.5.8 to 11.5.10 5
Supported Architectures • Each one of the above component can be installed on the same machine or each component can be installed on standalone machines. • Each component must be installed under a separate ORACLE_HOME. • For the purpose of this discussion following assumptions have been made: • Database SID: VIS • E-Business Suite Release: 18.104.22.168 • Apps User Name: sysadmin • Infrastructure Release: 10.1.2.0.2 • Business Intelligence and Forms: 10.1.2.0.2 • Operating System: UNIX/Linux 6
Installation Tasks • Install Oracle Application Server 10g Release 2 (10.1.2.0.2) • First install OracleAS Identity Management Infrastructure 10g in a separate ORACLE_HOME • On the Install screen, choose Oracle Application Server Infrastructure 10g. • Next choose Identity Management and Metadata Repository. • Next choose components - Oracle Internet Directory and Single-Sign-On. 7
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Installation Tasks • Install Oracle Application Server 10g Release 2 (10.1.2.0.2) • After successful installation of Infrastructure, kick off the installer again. • Install Oracle Application Server 10g Release 2 type Business Intelligence and Forms in a separate ORACLE_HOME • On the Install screen, choose Oracle Application Server 10g. • On Configuration Option screen choose Oracle 10g Discoverer. • Next register with Oracle Internet Directory and Infrastructure instance created previously. 14
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Post Installation Tasks • The following slides will discuss post installation steps - • For configuring Oracle E-Business Suite Release 11i to use Discoverer 10g. • For loading the Application specific contents and workbooks into the Discoverer 10g End User Layer. • Post installation tasks will be performed on Business Intelligence and Forms Node. 19
Post Installation Tasks • Copy Database Connection file • Create the directory $ORACLE_HOME/discoverer/secure. • Copy the dbc file from the $FND_TOP/secure directory of the 11i instance to the $ORACLE_HOME/discoverer/secure directory. • Update tnsnames.ora file • update file $ORACLE_HOME/network/admin/tnsnames.ora and include the tnsnames entry to connect to your Oracle E- Business Suite Release 11i database. • Verify you can establish a connection to your Oracle E- Business Suite Release 11i database using sqlplus. 20
Post Installation Tasks • Migrate your existing Discoverer End User Layers to Discoverer 10.1.2. • If you have an existing Discoverer 4i or Discoverer 9.0.4 End User Layer, upgrade to Discoverer 10.1.2 by using the following command on Business Intelligence and Forms Node. • Use the following command to upgrade the End User Layer $ORACLE_HOME/bin/eulapi -CONNECT EUL_US/EUL_US @VIS - AUTO_UPGRADE 21
Post Installation Tasks • Create new Discoverer 10.1.2 End User Layer • For new installations, you must create a new End User Layer. • Use the following command to create the End User Layer $ORACLE_HOME/bin/eulapi -CREATE_EUL -APPS_MODE -CONNECT system/manager@VIS -USER EUL_US -PASSWORD EUL_US -DEFAULT_TABLESPACE discoverer - TEMPORARY_TABLESPACE temp -EUL_LANGUAGE US - APPS_GRANT_DETAILS apps/apps 22
Post Installation Tasks • Apply necessary Oracle Applications Interoperability patches • You can skip this step if the environment was created using 11.5.10 Rapid Install. • AD patch 3440628 – contains utilities for EUL maintenance. • ICX patch 3133021 – contains support to invoke Discoverer from E-Business Suite functions. • Apply the latest AutoConfig patch. 23
Post Installation Tasks •Set Applications Profile Variable name Value options for Discoverer s_disco_standalone true •Set the following values in the context s_disco_machine <machine.domain> file for AutoConfig. •Run AutoConfig. s_disco_port <port number> s_disco_protocol http | https s_disco_ver_comma 10,1,2 s_disco_eul_prefix EUL 24
Post Installation Tasks • Verify Applications profile options in Oracle Applications • Login to Oracle 11i with System Administrator responsibility. • Navigate to the Profile System. • Query %Discoverer% profile options. 25
Post Installation Tasks Profile Value ICX_DISCOVERER_LAUNCHER http://<HTTP Server>:<Port> /discoverer/plus ?Connect=[APPS_SECURE] ICX_DISCOVERER_VIEWER_LAUNCHER http://<HTTP Server>:<Port> /discoverer/viewer ?Connect=[APPS_SECURE] ICX_DISCOVERER_RELEASE 10 ICX_DISCOVERER_USE_VIEWER Y|N 26
Post Installation Tasks Profile Value ICX_DEFAULT_EUL EUL ICX_DISCOVERER_EUL_LANGUAGE US ICX_DISCOVERER_PARAMETERS exitURL=<E-Business Suite Home Page> 27
Post Installation Tasks • Regenerate your Business Views • Apply Business View Generator patch 2921686. • You can skip this step if you are on 11.5.10 or above. • Regenerate your Business Views by running the quot;Generate ALL Business Views” concurrent program using the Business View Setup responsibility. • Recompile all objects in APPS schema. • Ensure that the Business Intelligence System views exist and Business System views are valid. 28
Post Installation Tasks • Set up Applications User/Responsibility for EUL Administration: SYSADMIN/System Administrator • The Release 11i System Administrator account must be granted permission to update and alter Discoverer 10.1.2 content. • Grant End User Layer Administration Privileges • $ORACLE_HOME/bin/eulapi -CONNECT EUL_US/EUL_US@VIS -GRANT_PRIVILEGE -USER SYSADMIN -PRIVILEGE administration -PRIVILEGE all_admin_privs -LOG grant_admin_privilege.log 29
Post Installation Tasks • Set up Applications User/Responsibility for EUL Administration: SYSADMIN/System Administrator • Make sure user SYSADMIN has full security access to all Business Areas • $ORACLE_HOME/bin/eulapi -CONNECT EUL_US/EUL_US@VIS -GRANT_PRIVILEGE -USER SYSADMIN -BUSINESS_AREA_ADMIN_ACCESS % -WILDCARD -LOG grant_admin_privilege.log 30
Post Installation Tasks • Copy entire contents of $AU_TOP/discover directory from your E-Business Suite 11i instance. • Make the copied contents available from your Oracle Business Intelligence and Forms 10g instance. 31
Post Installation Tasks • Import Discoverer Content for Release 11i using adupdeul.sh mode=complete • Import Discoverer loader files (.eex files) for E-Business Suite 11i into the Discoverer End User Layer. • Use adupdeul.sh script to start import process sh adupdeul.sh connect=sysadmin/sysadmin@VIS resp=quot;System Administratorquot; gwyuid=APPLSYSPUB/PUB fndnam=APPS secgroup=quot;Standardquot; topdir=/home/oradis/discoverer_setup language=US eulprefix=EUL eultype=OLTP mode=complete iashome=/data/bi_home logfile=import_complete_eul_us_cust115.log • Import process may take a couple of hours depending on network connection. • Check the log file for errors. 32
Post Installation Tasks • Refresh the Discoverer 10.1.2 End User Layer • Refresh will ensure that all references between business areas, folders, workbooks, business views, flexfields and Release 11i database objects are valid. • Start the refresh process against the database using the shell script adrfseul.sh. • sh adrfseul.sh connect=sysadmin/sysadmin@VIS resp=quot;System Administratorquot; gwyuid=APPLSYSPUB/PUB fndnam=APPS secgroup=quot;Standardquot; eulschema=EUL_US eulpassword=EUL_US twotask=VIS iashome=/data/bi_home logfile=refresh_eul_us_VIS.log 33
Connect Discoverer 10g to Oracle 11i Instance 34
Select Responsibility 35
Create New Workbook 36
Summary Discussed installation tasks for Discoverer 10g into an existing 11i environment. Discussed how to upgrade or create a new End user Layer. Discussed Post-Installation tasks for Discoverer 10g installation. Discussed how to setup User/Responsibility for EUL Administration, import Discoverer loader files and refreshing the EUL. 37
QUESTIONS ANSWERS 38
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