Installing Oracle Business Intelligence Publisher for
Siebel Business Applications
Installation of BI Publisher Server
1. Log in to Oracle E-Delivery available at:
http://edelivery.oracle.com/EPD/WelcomePage/get_form?ARU_LANG=US
2. Choose a language or select the Continue link to download with English as the default language.
3. Accept the license terms and export restrictions.
4. Select Oracle Business Intelligence as the product pack, a platform (for example, Microsoft Windows (32-bit), and then click Go.
5. Select Oracle Business Intelligence (10.1.3) Media Pack for Microsoft Windows (32-bit), Part
Number B36246-15, and then click Continue(The part number is different if installing a media
pack for other platform).
6. Download the following BI Publisher installations:
Oracle BI Publisher Enterprise 10.1.3.4.0 for Microsoft Windows Part 1 of 2.
Oracle BI Publisher Enterprise 10.1.3.4.0 for Microsoft Windows Part 2 of 2.
7. Install BI Publisher by performing the following tasks
• Unzip the following files into a directory of your choice
B50931-01_1of2.zip
B50931-01_2of2.zip
• Run setup.exe.
Oracle BI Publisher Desktop Installation
Select the language and click next.
Click next.
Click Finish, setup for Oracle BI Publisher Desktop is completed.
Oracle Enterprise Installer
Click next
Enter OC4J Password as Administrator1.
Installation of Oracle BI Publisher is completed.
Login to BI Server as below
Give the UserId and Password as ‘Administrator’.
Note: You must have installed JDK (Java Development Kit) version 1.5 or higher and pointed the JAVA_HOME system variable to the JDK.
Steps to configure BIP Report server
1. Define Outbound Web Service for the BIP Publisher Server
a. Login to Siebel application with SADMIN
b. Navigate Administration - Web Services , Click Outbound Web Service
c. In the Name field, query for ‘PublicReportService’ change Address in Service Ports to http://crmprd02.usac.mmm.com:9704/xmlpserver/services/PublicReportService
2. Copy JAR files to the BI Publisher Server: We need to copy JAR files for successful Report generation. By default, these Java functions are not available on the BI Publisher Server.
a. Copy the following files from $SIEBEL_HOME/CLASSES to OC4J_HOME/j2ee/home/applications/xmlpserver/xmlpserver/WEB-INF/lib
XSLFunctions.JAR
SiebelCustomXMLP.JAR
SiebelCustomXMLP_SIA.JAR( Applicable only for Industry applications)
b. Enable external file references by performing the following tasks
1) Log in to the BI Publisher Server
2) Click the Admin tab, and then select Runtime Configuration and Properties
3) Change the Default value for the Disable External Reference attribute to FALSE.
c. Restart OC4J( BI Publisher services).
3. Enable Siebel Reports: Before using Siebel Reports, the XMLP Report Server Component must be enabled. By enabling the XMLP Report Server Component, reports appear in the Reports Menu drop-down list in Siebel Business Applications.
To enable Siebel Reports do the following:
a. Log in to the Siebel application with system administrator privileges
b. Navigate to Administration - Server Configuration, Enterprises, and then Component Groups
c. In the Component Groups list, select XMLP Report, and then click Enable.
d. Click the Synchronize view tab, and then in the Component list, select XMLP Report Server
e. Click Synchronize
f. Restart the Siebel Server
4. Configure Database Authentication and Security:
To set the BI Publisher server user ID and password.
a. Log in to your Siebel application.
b. Navigate to Administration - Server Configuration, Servers, and then Components.
c. Query for XMLP Report Server, and then select it.
d. Click the Parameters tab and query for BIP*.
e. Enter the user ID and password used to access the BI Publisher Server in the Default Value fields of the BIP Server Login and BIP Server Password parameters
5. Configure Font Files
On the Siebel Server machine where the XMLP Report Server Component is enabled, copy the fonts you want to use for your reports from, for example, C:\WINDOWS\Fonts directory, to the $JRE_HOME\fonts directory.
Configuration Steps after 8.1.1.1 Fix Pack applied: (Fix Pack to get Parameterized Reports)
Apply 8.1.1.1 Fix Pack Tools, Client and Server (Download the software from Metalink Patches & Updates)
Importing the Siebel CRM 8.1.1.1 Fix Pack SIF File for Use with Siebel Reports
a. Log in to Siebel Tools.
b. From the application-level menu, select Tools, and then the Import from Archive menu item.
c. In the file browser dialog window, choose 8111FP_new_feature.sif from the D:\SIEBEL_TOOLS_ROOT\tools\REPPATCH directory (where Siebel Tools is installed).
d. Follow the import wizard prompts to import the SIF file.
e. Compile the new project into the repository file.
Post installation Configuration Tasks for Oracle BI Publisher
o Configuring the Outbound Web Service for the Oracle BI Publisher Server
1. Generate a new WSDL file by doing the following.
a. Start up the Oracle BI Publisher Server.
b. Using your browser, enter the following URL to retrieve the Web service definition.
http://
Where:
• host is the full path for your Oracle BI Publisher Server
• port is the port that the Oracle BI Publisher Server uses
c. Save the definition as PublicReportService_v11.WSDL.
2. Using Siebel Tools, delete the PublicReportService outbound Web service and related integrated objects by doing the following.
a. Log in to Siebel Tools.
b. Query for the PublicReportService business service, and then remove this object.
c. Click Integration Object, query for the XMLP Integration project, and then remove all selected objects.
Note: Make sure that tools is pointing single repository.
3. Create the updated PublicReportService by doing the following.
a. In Siebel Tools, choose File, New Objects, the EAI tab, Web Service, and then click OK.
b. Select the XMLP Integration project.
c. Browse to import the PublicReportService_v11.WSDL document file (the file you created in Step 1), and then click Next.
d. Check the Deploy Integration Object(s) and Proxy Business Service(s) checkbox, and then click Finish.
4. Check your results by doing the following.
a. In Siebel Tools, click the Business Service object type.
b. Perform a query with the following criteria:
• Project is XMLP Integration
• Name is PublicReportService
c. Verify the user properties are as follows:
• siebel_port_name is PublicReportService_v11
• siebel_web_service_name is PublicReportServiceService
• siebel_web_service_namespace is
http://xmlns.oracle.com/oxp/service/v11/PublicReportService
5. Select Integration Object, query for the XMLP Integration project, and then verify there 128 projects are returned.
6. Compile the XMLP Integration project.
7. Log in to the Siebel application as an administrator.
8. Navigate to the Administration - Web Services screen, then the Outbound Web Services view.
9. In the Name field, query for PublicReportServiceService, and then change the Oracle BI Publisher Server machine name to your Oracle BI Publisher Server using the following format:
http://
Where:
host.domain is the full path for your Oracle BI Publisher Server
port is the port that the Oracle BI Publisher Server uses
For example, you might set it to:
http://
10. Confirm the new PublicReportServiceService Web service is active by doing the following.
a. Restart the Siebel Server.
b. Navigate to the Administration - Web Services screen, then the Outbound Web Services view.
c. Query for PublicReportServiceService to confirm the status is Active.
d. In the Service Ports subview, verify the Name field shows PublicReportService_v11.
11. Verify that the Oracle BI Publisher Server is running and ready for generating reports.
o To copy JAR files to the Oracle BI Publisher Server ( Ignore these steps if it’s performed before fix pack)
1. Copy the following files from the SIEBSRVR_ROOT/CLASSES directory:
XSLFunctions.JAR
SiebelCustomXMLP.JAR
SiebelCustomXMLP_SIA.JAR
2. Paste them to the following Oracle Application Server directory:
OracleAS_HOME/j2ee/home/applications/xmlpserver/xmlpserver/WEB-INF/lib
3. Enable the external file references:
a. Log in to the Oracle BI Publisher Server with administrator privileges.
b. Click the Admin tab, and then select Runtime Configuration and Properties.
c. Change the default value for the Disable External Reference attribute to FALSE, click Apply, and then verify the changes were made.
4. Restart Oracle Application Server Containers for Java Platform, Enterprise Edition (OC4J).
o Adding an Explicit Reference to JAR Files for the Oracle BI Publisher Server
1. Navigate to the Administration - Server Configuration screen, Enterprises, and then the Profile Configuration view.
2. Select the XMLPJvmSubsys profile.
3. For the JVM Classpath profile parameter value in the Profile Parameters subview, provide a reference to each of the JAR files in the CLASSES directory in the Siebel application root directory (SIEBSRVR_ROOT/CLASSES).
For example
${SIEBEL_HOME}/classes/SiebelXMLP.jar:${SIEBEL_HOME}/classes/xdoparser.jar:${SIEBEL_HOME}/classes/fix6312772.jar:${SIEBEL_HOME}/classes/xdocore.jar:${SIEBEL_HOME}/classes/xmlparserv2-904.jar:${SIEBEL_HOME}/classes/versioninfo.jar:${SIEBEL_HOME}/classes/share.jar:${SIEBEL_HOME}/classes/jewt4.jar:${SIEBEL_HOME}/classes/jdbc12.jar:${SIEBEL_HOME}/classes/i18nAPI_v3.jar:${SIEBEL_HOME}/classes/collections.jar:${SIEBEL_HOME}/classes/bipres.jar:${SIEBEL_HOME}/classes/bicmn.jar:${SIEBEL_HOME}/classes/Siebel.jar:${SIEBEL_HOME}/classes/XSLFunctions.jar:${SIEBEL_HOME}/classes/SiebelCustomXMLP.jar
Where:
${SIEBEL_HOME} is the actual path where the Siebel application is installed.
4. Restart Siebel services
Process of Configuring Security and Authentication for Siebel Reports
o Setting the Siebel Security Model for Siebel Reports
1. Define four new responsibilities in the Siebel application by doing the following:
a. Navigate to the Administration - Web service screen, then the Inbound Web Service view.
b. Import the BIPSiebelSecurityWS.XML file to create the inbound Web service from the D:\SIEBEL_TOOLS_ROOT\tools\REPPATCH directory (where Siebel Tools is installed).
c. Change the host and port number of the server port's address to that of the Siebel Server.
d. Navigate to the Administration - Application screen, then the Responsibilities view to add the following new responsibilities:
Responsibility Description
XMLP_ADMIN Administrator role for the Oracle BI Publisher Server with no access limitations.
XMLP_DEVELOPER Assign this responsibility to allow for uploading reports from the Oracle BI Publisher Server to the Siebel application.
XMLP_SCHEDULER Assign this responsibility to allow for scheduling of reports.
XMLP_SIEBEL_GUEST Assign this responsibility to limit access to reports. This responsibility only allows for generation, viewing, and deletion of user's own reports.
e. Assign these responsibilities to the appropriate users.
2. Associate the XMLP_SCHEDULER responsibility with the Report Job List View.
This association allows users to view their scheduled reports in the My Jobs view in the Siebel application, which is an embedded user interface to Oracle BI Publisher.
3. Enable the Siebel Security model by doing the following:
a. Log in to the Oracle BI Publisher Server with administrator privileges.
b. Click the Admin tab, then select Security Configuration (under Security Center).
c. Create a super user as shown below and click Apply button.
NOTE: Super user allows you to log into the Oracle BI Publisher Server when the Siebel application is not running.
d. In the Security Model section, perform the following, and then click Apply.
Set the model to Siebel Security
Enter the host name and port as the Web Service Endpoint
Enter the Siebel administrator credentials
4. Set the proper access permissions to the SiebelCRMReports folder by performing the following:
a. Open a new browser window and navigate to the Oracle BI Publisher Server at
http://BIPServerHost:9704/xmlpserver
b. Click the Admin tab, select Roles and Permissions, and then locate the XMLP roles (XMLP_*).
c. For each report responsibility, click Add Folders to grant permission to the shared SiebelCRMReports folder.
5. Restart the Oracle BI Publisher Server.
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