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  • How to Visualize your Audit Data with BI Publisher?

    - by kanichiro.nishida
      Do you know how many reports on your BI Publisher server are accessed yesterday ? Or, how many users accessed to the reports yesterday, or what are the average number of the users accessed to the reports during the week vs. weekend or morning vs. afternoon ? With BI Publisher 11G, now you can audit your user’s reports access and understand the state of the reporting environment at your server, each user, or each report level. At the previous post I’ve talked about what the BI Publisher’s auditing functionality and how to enable it so that BI Publisher can start collecting such data. (How to Audit and Monitor BI Publisher Reports Access?)Now, how can you visualize such auditing data to have a better understanding and gain more insights? With Fusion Middleware Audit Framework you have an option to store the auditing data into a database instead of a log file, which is the default option. Once you enable the database storage option, that means you have your auditing data (or, user report access data) in your database tables, now no brainer, you can start visualize the data, create reports, analyze, and share with BI Publisher. So, first, let’s take a look on how to enable the database storage option for the auditing data. How to Feed the Auditing Data into Database First you need to create a database schema for Fusion Middleware Audit Framework with RCU (Repository Creation Utility). If you have already installed BI Publisher 11G you should be familiar with this RCU. It creates any database schema necessary to run any Fusion Middleware products including BI stuff. And you can use the same RCU that you used for your BI or BI Publisher installation to create this Audit schema. Create Audit Schema with RCU Here are the steps: Go to $RCU_HOME/bin and execute the ‘rcu’ command Choose Create at the starting screen and click Next. Enter your database details and click Next. Choose the option to create a new prefix, for example ‘BIP’, ‘KAN’, etc. Select 'Audit Services' from the list of schemas. Click Next and accept the tablespace creation. Click Finish to start the process. After this, there should be following three Audit related schema created in your database. <prefix>_IAU (e.g. KAN_IAU) <prefix>_IAU_APPEND (e.g. KAN_IAU_APPEND) <prefix>_IAU_VIEWER (e.g. KAN_IAU_VIEWER) Setup Datasource at WebLogic After you create a database schema for your auditing data, now you need to create a JDBC connection on your WebLogic Server so the Audit Framework can access to the database schema that was created with the RCU with the previous step. Connect to the Oracle WebLogic Server administration console: http://hostname:port/console (e.g. http://report.oracle.com:7001/console) Under Services, click the Data Sources link. Click ‘Lock & Edit’ so that you can make changes Click New –> ‘Generic Datasource’ to create a new data source. Enter the following details for the new data source:  Name: Enter a name such as Audit Data Source-0.  JNDI Name: jdbc/AuditDB  Database Type: Oracle  Click Next and select ‘Oracle's Driver (Thin XA) Versions: 9.0.1 or later’ as Database Driver (if you’re using Oracle database), and click Next. The Connection Properties page appears. Enter the following information: Database Name: Enter the name of the database (SID) to which you will connect. Host Name: Enter the hostname of the database.  Port: Enter the database port.  Database User Name: This is the name of the audit schema that you created in RCU. The suffix is always IAU for the audit schema. For example, if you gave the prefix as ‘BIP’, then the schema name would be ‘KAN_IAU’.  Password: This is the password for the audit schema that you created in RCU.   Click Next. Accept the defaults, and click Test Configuration to verify the connection. Click Next Check listed servers where you want to make this JDBC connection available. Click ‘Finish’ ! After that, make sure you click ‘Activate Changes’ at the left hand side top to take the new JDBC connection in effect. Register your Audit Data Storing Database to your Domain Finally, you can register the JNDI/JDBC datasource as your Auditing data storage with Fusion Middleware Control (EM). Here are the steps: 1. Login to Fusion Middleware Control 2. Navigate to Weblogic Domain, right click on ‘bifoundation…..’, select Security, then Audit Store. 3. Click the searchlight icon next to the Datasource JNDI Name field. 4.Select the Audit JNDI/JDBC datasource you created in the previous step in the pop-up window and click OK. 5. Click Apply to continue. 6. Restart the whole WebLogic Servers in the domain. After this, now the BI Publisher should start feeding all the auditing data into the database table called ‘IAU_BASE’. Try login to BI Publisher and open a couple of reports, you should see the activity audited in the ‘IAU_BASE’ table. If not working, you might want to check the log file, which is located at $BI_HOME/user_projects/domains/bifoundation_domain/servers/AdminServer/logs/AdminServer-diagnostic.log to see if there is any error. Once you have the data in the database table, now, it’s time to visualize with BI Publisher reports! Create a First BI Publisher Auditing Report Register Auditing Datasource as JNDI datasource First thing you need to do is to register the audit datasource (JNDI/JDBC connection) you created in the previous step as JNDI data source at BI Publisher. It is a JDBC connection registered as JNDI, that means you don’t need to create a new JDBC connection by typing the connection URL, username/password, etc. You can just register it using the JNDI name. (e.g. jdbc/AuditDB) Login to BI Publisher as Administrator (e.g. weblogic) Go to Administration Page Click ‘JNDI Connection’ under Data Sources and Click ‘New’ Type Data Source Name and JNDI Name. The JNDI Name is the one you created in the WebLogic Console as the auditing datasource. (e.g. jdbc/AuditDB) Click ‘Test Connection’ to make sure the datasource connection works. Provide appropriate roles so that the report developers or viewers can share this data source to view reports. Click ‘Apply’ to save. Create Data Model Select Data Model from the tool bar menu ‘New’ Set ‘Default Data Source’ to the audit JNDI data source you have created in the previous step. Select ‘SQL Query’ for your data set Use Query Builder to build a query or just type a sql query. Either way, the table you want to report against is ‘IAU_BASE’. This IAU_BASE table contains all the auditing data for other products running on the WebLogic Server such as JPS, OID, etc. So, if you care only specific to BI Publisher then you want to filter by using  ‘IAU_COMPONENTTYPE’ column which contains the product name (e.g. ’xmlpserver’ for BI Publisher). Here is my sample sql query. select     "IAU_BASE"."IAU_COMPONENTTYPE" as "IAU_COMPONENTTYPE",      "IAU_BASE"."IAU_EVENTTYPE" as "IAU_EVENTTYPE",      "IAU_BASE"."IAU_EVENTCATEGORY" as "IAU_EVENTCATEGORY",      "IAU_BASE"."IAU_TSTZORIGINATING" as "IAU_TSTZORIGINATING",    to_char("IAU_TSTZORIGINATING", 'YYYY-MM-DD') IAU_DATE,    to_char("IAU_TSTZORIGINATING", 'DAY') as IAU_DAY,    to_char("IAU_TSTZORIGINATING", 'HH24') as IAU_HH24,    to_char("IAU_TSTZORIGINATING", 'WW') as IAU_WEEK_OF_YEAR,      "IAU_BASE"."IAU_INITIATOR" as "IAU_INITIATOR",      "IAU_BASE"."IAU_RESOURCE" as "IAU_RESOURCE",      "IAU_BASE"."IAU_TARGET" as "IAU_TARGET",      "IAU_BASE"."IAU_MESSAGETEXT" as "IAU_MESSAGETEXT",      "IAU_BASE"."IAU_FAILURECODE" as "IAU_FAILURECODE",      "IAU_BASE"."IAU_REMOTEIP" as "IAU_REMOTEIP" from    "KAN3_IAU"."IAU_BASE" "IAU_BASE" where "IAU_BASE"."IAU_COMPONENTTYPE" = 'xmlpserver' Once you saved a sample XML for this data model, now you can create a report with this data model. Create Report Now you can use one of the BI Publisher’s layout options to design the report layout and visualize the auditing data. I’m a big fan of Online Layout Editor, it’s just so easy and simple to create reports, and on top of that, all the reports created with Online Layout Editor has the Interactive View with automatic data linking and filtering feature without any setting or coding. If you haven’t checked the Interactive View or Online Layout Editor you might want to check these previous blog posts. (Interactive Reporting with BI Publisher 11G, Interactive Master Detail Report Just A Few Clicks Away!) But of course, you can use other layout design option such as RTF template. Here are some sample screenshots of my report design with Online Layout Editor.     Visualize and Gain More Insights about your Customers (Users) ! Now you can visualize your auditing data to have better understanding and gain more insights about your reporting environment you manage. It’s been actually helping me personally to answer the  questios like below.  How many reports are accessed or opened yesterday, today, last week ? Who is accessing which report at what time ? What are the time windows when the most of the reports access happening ? What are the most viewed reports ? Who are the active users ? What are the # of reports access or user access trend for the last month, last 6 months, last 12 months, etc ? I was talking with one of the best concierge in the world at this hotel the other day, and he was telling me that the best concierge knows about their customers inside-out therefore they can provide a very private service that is customized to each customer to meet each customer’s specific needs. Well, this is true when it comes to how to administrate and manage your reporting environment, right ? The best way to serve your customers (report users, including both viewers and developers) is to understand how they use, what they use, when they use. Auditing is not just about compliance, but it’s the way to improve the customer service. The BI Publisher 11G Auditing feature enables just that to help you understand your customers better. Happy customer service, be the best reporting concierge! p.s. please share with us on what other information would be helpful for you for the auditing! Always, any feedback is a great value and inspiration for us!  

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  • Interactive Reporting with BI Publisher 11G

    - by kanichiro.nishida
    One of the new features that came out with BI Publisher 11G and made me really excited about is the Interactive Viewer, which allows you to interact with the data presented in the reports and gain more insights about the data. You can have as many Table, Chart, Pivot Table, Gauge components in a single report and all of them are linked together so that you can click on any data point on the components such as Chart, Pivot Table, Gauge, and that would refresh other components in the report to reflect the selection without refreshing the whole report or page. No longer you need to navigate to another report or open other reports to see related data or drill down to the detail data. It’s all there within a single report. Well, sounds cliché but really this is a typical case of ‘seeing is believing’, so instead of reading I would love you guys to take a look so I’ve recorded the following video. Please take a look !   The above video shows you the power of the BI Publisher Interactive Viewer with a real data from San Francisco Airport. The lists shown at the top or the left are one of the new features that we’ll be introducing in coming future very soon, but everything else is there with 11.1.1.3. So why not start today ? And please share your feedback with us!

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  • Interactive Master Detail Report Just A Few Minutes Away!

    - by kanichiro.nishida
    Oracle BI Publisher 11G have not just made Master Detail report development much easier and quicker, but also made it more interactive and fun without any coding or scripting. I’ve just created a short video that shows how to create such Master Detail report within a few minutes, so please take a look if you’re interested in!     With 11G, now you can create such report only with your browser very quickly and your report audience will be not only able to interact with the report but also able to view it in a pixel-perfect way with many different formats such as PDF, Excel, Word, PPT, etc. Happy Master Detail Reports development and design! Please share any feedback you have with Interactive Viewer and Layout Editor with us!

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  • Share and Deliver BI Publisher Reports in Multiple Languages

    - by kanichiro.nishida
    When you share your reports with someone who speak and read in different languages you want your reports to be shown in their language, right ? Well, translating reports with BI Publisher is not only easy but also reduces the maintenance cost a lot. Many of us in the BI Publisher product development team used to work in Globalization and Multi Lingual support, which enables Oracle products and applications to be used in many different languages and countries and territories.  And we have a lot of experience in this area. In fact, being a strategic reporting platform for Oracle EBS, PeopleSoft, JD Edwards, Siebel, and many other Oracle application products, our customers from all over the world are generating thousands of thousands of reports, including out-of-the-box pre-developed reports from Oracle and customer created or customized reports, in their own local language everyday as they operate and manage their business. Today, I’m going to talk about this very topic, how to translate my reports with BI Publisher 11G. Translation Grows, not the Numbers of the Reports Most of the reporting tools, regardless if it’s traditional or new, always take this translation on the back burner. They require their users to copy an original report and translate the whole thing. So when you want to support additional10 languages you will need to have 10 copies of the original. Imagine when you have 50 reports then you will end up having 500 reports (50 x 10) ! Now you need to maintain these 500 reports, whenever you need to make a change in a report you need to apply the same change to the other 10 reports. And as you imagine this is not only a nightmare for IT managements but not acceptable especially for the applications like Oracle EBS that supports over 30 languages. So first thing we did was, very simple, we separated the translation out of the report and marry it to the report only at the report generation. This means, regardless of how many languages you need to support you need to have only one report and translation files for the 10 languages, which would contain the translated letters and words. So let’s say you have 50 reports and need to support 10 languages for those reports you still have only 50 reports and each report now has 10 language translation files. Yes, translation is the one should grow as you add more languages to support, not the report itself! And second, we provide the translation files in XLIFF format, which is an international standard XML based format to exchange and maintain translation strings. So once you generate the XLIFF files for your reports with BI Publisher then you can work with any translation vendors in the world to make a mass translation or you can translate the XML files by yourself by manually updating the translatable strings presented in this text file. Lastly, we made it easier to manage the translation process starting from generating the XLIFF files to uploading the translated XLIFF files back to the BI Publisher server. You can generate, download, upload the XLIFF files from the BI Publisher’s Web interface with your browser and you can see the translated reports right away without needing to shutdown or restart your server. While the translated reports are displayed based on your language preference setting you can also specify a different language when you schedule or deliver the reports so that they can be generated in your customer’s preferred language. What Can I Translate? When it comes to translation there are three things. First, report content translation. When you receive a report you like to see the content like report title, section title, comments, annotation, table column header, and anything that are static and embedded in the report. in your preferred language. We call this Reports Content translation. Second, when you open a report online you might want to see not only the report content being translated but also the report UI, such as report name, parameter name, layout name, and anything that would help you to navigate around the reports, to be translated in your language. We call this Reports UI translation. And this separation of the Reports Content and Reports UI translation makes it very useful especially when you want to navigate through the reports in your preferred language UI but want to generate the reports in your customer’s preferred language. Imagine you are English native speaker and need to generate and send a report to your customers in China. You like to see the report name, parameter name in English so that you can comfortably navigate to the report and generate the report output, but like to see the report generated in Chinese so that the your customers in China can understand the report when they receive it. And lastly, you might want to see even the data presented in the report to be translated. For example, you might want to see product names in an Order Status report to be translated based on the report viewer’s language preference. We call this Reporting Data translation. Since this Reporting Data translation is maintained at the data source level such as Database tables along with the main data, you need to prepare the translation at the data source level first. Then, you want to make sure that your query is switched accordingly based on the language preference setting so that the translated data will be retrieved. How to Translate BI Publisher Reports? Now when it comes to ‘how to translate BI Publisher reports?’ the main focus here is about the translation for the Report Content and Report UI. And I just created this video to show you how to create and manage the translation with BI Publisher 11G. Please take a look at the clip below.   In today’s business world, customers and suppliers are from all over the world regardless of the size of the company or organization. Supporting multiple languages for your reports is no longer something ‘nice to have’, it’s mandatory. BI Publisher is designed to support multi lingual reports from the beginning without any extra hidden cost of license or configuration like other reporting tools such as Crystal Reports. You can support additional languages translation at any time with the very simple steps shown in the video above. Happy translation! Please share your translation experience with us! 

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  • How to Audit and Monitor BI Publisher Reports Access?

    - by kanichiro.nishida
    Do you know who is accessing to which report at what time at your reporting environment ? As you delivered the BI Publisher reports to the production environment and your users start using them as part of their daily business operations you might wonder such questions. With compliance becoming an integral part of any business requirement, auditing your reporting environment is also becoming one of the most critical and hot agenda in today’s enterprise reporting deployments. Also, I believe that auditing the reporting environment is not just for the compliance, but also the way to understand how your users are using the reports and be able to improve the user reporting experience. BI Publisher have introduced Enterprise Level Auditing feature with its 11G release, with an integration of Oracle Fusion Middleware Audit Framework, which comes out of the box with the installation. Yes, this is another great example of the benefit of its tight integration with Fusion Middleware introduced with BI Publisher 11g release. What Information Can I Know about our Reporting Environment? With this new Auditing feature you can now gain the following insights. When a particular user login or logout What report is accessed by who and when and how How long does it take to process a particular report Yes, it’s all there. This is a great news for 10G users, right ? I used to be one of them working with many different IT organizations and were craving for this, but it’s here now with 11G! How Can I Access to the Auditing Information? With the Fusion Middleware Auditing Framework, BI Publisher feed such information either to a log file or to a database. If you decided to get the data into the database then, of course you know, you can use BI Publisher to report and publish, or visualize the data to gain more insights. One thing though, in order to feed the data it requires a few extra steps, which I’ll cover it later.  Regardless of whether it’s the log file or the database to store the Auditing data, first, you need to enable the Auditing feature, which is not enabled as default. So, let’s take a look at how to enable it. How to Enable Auditing Feature? Here is a quick list of the steps: Enable Auditing related properties in BI Publisher configuration file Copy component_events.xml file to Fusion Middleware Audit Framework’s location Enable Auditing Policy with Fusion Middleware Control (Enterprise Manager) Restart WebLogic Server Enable Auditing related properties in BI Publisher configuration file Open xmlp-server-config.xml file, which is located under $BI_HOME/ user_projects/domains/bifoundation_domain/config/bipublisher/repository/Admin/Configuration directory. Set the following three properties values to ‘true’. AUDIT_ENABLED MONITORING_ENABLED AUDIT_JPS_INTEGRATION The ‘AUDIT_JPS_INTEGRATION’ is not in the file as default, so you need to add this. Here is an example of how it looks for the xmlp-server-config.xml file after the modification. <?xml version="1.0" encoding="UTF-8" standalone="no"?><xmlpConfigxmlns="http://xmlns.oracle.com/oxp/xmlp"> <property name="SAW_SERVER" value="adc6160510"/> <property name="SAW_SESSION_TIMEOUT" value="90"/> <property name="DEBUG_LEVEL" value="exception"/> <property name="SAW_PORT" value="7001"/> <property name="SAW_PASSWORD" value=""/> <property name="SAW_PROTOCOL" value="http"/> <property name="SAW_VERSION" value="v6"/> <property name="SAW_USERNAME" value=""/> <property name="SAW_URL_SUFFIX" value="analytics/saw.dll"/> <property name="MONITORING_ENABLED" value="true"/> <property name="MONITORING_DEFAULT_HISTORY_SIZE" value="30"/> <property name="AUDIT_ENABLED" value="true"/> <property name="JSESSION_RESET_DISABLED" value="true"/> <property name="SECURITY_MODEL" value="ORACLE_AS_JPS"/> <property name="AUDIT_JPS_INTEGRATION" value="true"/> </xmlpConfig>   Copy component_events.xml file to Audit Framework’s location There is a Audit related configuration file provided by BI Publisher that needs to be copied to the Audit Framework location. 1. Go to the following directory. $BI_HOME /oracle_common/modules/oracle.iau_11.1.1/components 2. Create a directory called ‘xmlpserver’ 3. Copy component_events.xml file from /user_projects/domains/bifoundation_domain/config/bipublisher/repository/Admin/Audit To the newly created ‘xmlpserver’ directory. Enable Auditing Policy with Fusion Middleware Control (EM) Now you can set a level of the auditing for each BI Publisher’s auditing type by using Fusion Middleware Control (a.k.a. Enterprise Manager). 1. Login to Fusion Middleware Control UI http://hostname:port/em (e.g. reporting.oracle.com:7001/em) 2. Access to Audit Policy configuration UI from the menu Under WebLogic Domain, right-click bifoundation_domain, select Security and then click Audit Policy.   3. Set Audit Level for BI Publisher. While you can select ‘Custom’ to set a customized level of Auditing for each component, I’m selecting ‘Medium’ for this exercise.   Restart WebLogic Server After all the above settings, now you need to restart the WebLogic Server instance in order to take those changes in effect. If you’re on Windows you can simply do this by selecting ‘Stop BI Servers’ and ‘Start BI Servers’ from the Start menu. If you’re on Linux then you can run ‘stopWebLogic.sh’ and ‘startWebLogic.sh’, which can be found under $BI_HOME/user_projects/domains/bifoundation_domain/bin Start Auditing! Now assuming that you have completed the above steps successfully, then from this point on any reporting activity should be audited and stored in the auditing log file, which can be found at $BI_HOME/user_projects/domains/bifoundation_domain/servers/AdminServer/logs/auditlogs/xmlpserver/audit.log And here is a sample of the log file: 2011-02-18 02:25:49.928 "" "ReportRendering" true - "82d4bdc47b99b33c:-7e3f334f:12e365c4d9c:-8000-0000000000000022,0" - - - - "bipublisher(11.1.1)" "ReportExecution" "200" "" "/Sample Lite/Published Reporting/Reports/Balance Letter.xdo" "pdf" "RTF Corp Styles" "en_US" - - - - - - - - - - - - - - 86608512 486989824 24517 169 - - - 2011-02-18 02:25:49.929 "steve.jobs" "ReportRequest" true - "82d4bdc47b99b33c:-7e3f334f:12e365c4d9c:-8000-0000000000000022,0" - - - - "bipublisher(11.1.1)" "ReportAccess" "200" "" "" "pdf" "RTF Corp Styles" - - - true - - - - - - - - - - - - - - - - - - 2011-02-18 03:25:49.554 "" "ReportDataProcess" true - "82d4bdc47b99b33c:-7e3f334f:12e365c4d9c:-8000-0000000000000022,0" - - - - "bipublisher(11.1.1)" "ReportExecution" "260" "" "/Sample Lite/Published Reporting/Reports/Balance Letter.xdo" - - - - - - - - - - - - - - - - - 34980200 554033152 - 134 - - - 2011-02-18 03:25:50.282 "" "ReportRendering" true - "82d4bdc47b99b33c:-7e3f334f:12e365c4d9c:-8000-0000000000000022,0" - - - - "bipublisher(11.1.1)" "ReportExecution" "263" "" "/Sample Lite/Published Reporting/Reports/Balance Letter.xdo" "pdf" "RTF Corp Styles" "en_US" - - - - - - - - - - - - - - 16158944 554033152 24517 503 - - - 2011-02-18 03:25:50.282 "steve.jobs" "ReportRequest" true - "82d4bdc47b99b33c:-7e3f334f:12e365c4d9c:-8000-0000000000000022,0" - - - - "bipublisher(11.1.1)" "ReportAccess" "263" "" "" "pdf" "RTF Corp Styles" - - - true - - - - - - - - - - - - - - - - - - 2011-02-18 03:30:00.448 "barack.obama" "UserLogin" true - "82d4bdc47b99b33c:-7e3f334f:12e365c4d9c:-8000-0000000000000406,0" - - - - "bipublisher(11.1.1)" "UserSession" "26" "" - - - - - - - - - - - - - - - - - - - - - - - - - From the above log file you can tell a user ‘steve.jobs’ was running some reports like ‘Balance Letter’ around afternoon on 2/18 and another user ‘barack.obama’ logged into the system at 3:30 on the same day. Yes, every login and log out will be recorded, and every report access will be recorded in this log file. Now, looking at this text file to understand what’s going on is pretty overwhelming. And accessing to this log file, which is located at the server’s file system where the BI Publisher/WebLogic Server are running, is another challenge in typical deployment scenarios. And that’s where the database storage option for the Auditing data  comes into a picture. I’ll talk about this tomorrow, so stay tuned!  

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  • Have You Checked Our BI Publisher Channel at Youtube ?

    - by kanichiro.nishida
    These days, more and more people watching video online rather than reading. Steve Jobs once said people don’t read anymore. Well, I love books and still read a lot either on books, magazine, iPad, MacbookPro, or whatever the medium shows me letters! But I have to admit, sometimes it’s much easier to understand especially something like How-To by just watching video clips than reading it. And this is why we started our BI Publisher Channel at Youtube last summer. Since then we have uploaded over 10 video clips so far and and now we’re gearing up to add more and more clips. Now, we’re in a middle of finishing up our work for the next 11G 1st patchset release, which should be coming soon and will have a lot of great new features that I can’t wait to talk to you guys about. And of course we’re preparing introduction and How-Top clips. So please subscribe the BI Publisher channel now if you haven’t done yet and stay tuned for the new clips! http://www.youtube.com/user/bipublisher Also, we’d love to hear your comments for each clip, so please don’t forget leaving your comments there after you watch!

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  • Upgrade Your Existing BI Publisher 11g (11.1.1.3) to 11.1.1.5

    - by Kan Nishida
    It’s already more than a month now since BI Publisher 11.1.1.5 was released at beginning of May. Have you already tried out many of the great new features? If you are already running on the first version of BI Publisher 11g (11.1.1.3) you might wonder how to upgrade the existing BI Publisher to the 11.1.1.5 version. There are two ways to do this, one is ‘Out-Place’ and another is ‘In-Place’. The ‘Out-Place’ would be quite simple. Basically you will need to install the whole BI or just BI Publisher standalone R11.1.1.5 at a different location then you can switch the catalog to the existing one so that all the reports will be there in the new 11.1.1.5 environment. But sometimes things are not that simple, you might have some custom applications or configuration on the original environment and you want to keep all of them with the upgraded environment. For such scenarios, there is the ‘In-Place’ upgrade, which overrides on top of the original environment only the parts relevant for BI and BI Publisher, and that’s what I’m going to talk about today. Here is the basic steps of the ‘In-Place’ upgrade. Upgrade WebLogic Server to 10.3.5 Upgrade BI System to 11.1.1.5 Upgrade Database Schema Re-register BI Components Upgrade FMW (Fusion Middleware) Configuration Upgrade BI Catalog There is a section that talks about this upgrade from 11.1.1.3 to 11.1.1.5 as part of the overall upgrade document. But I hope my blog post summarized it and made it simple for you to cover only what’s necessary. Upgrade Document: http://download.oracle.com/docs/cd/E21764_01/bi.1111/e16452/bi_plan.htm#BABECJJH Before You Start Stop BI System and Backup I can’t emphasize enough, but before you start PLEASE make sure you take a backup of the existing environments first. You want to stop all WebLogic Servers, Node Manager, OPMN, and OPMN-managed system components that are part of your Oracle BI domains. If you’re on Windows you can do this by simply selecting ‘Stop BI Services’ menu. Then backup the whole system. Upgrade WebLogic Server to 10.3.5 Download WebLogic Server 10.3.5 Upgrade Installer With BI 11.1.1.3 installation your WebLogic Server (WLS) is 10.3.3 and you need to upgrade this to 10.3.5 before upgrading the BI part. In order to upgrade you will need this 10.3.5 upgrade version of WLS, which you can download from our support web site (https://support.oracle.com) You can find the detail information about the installation and the patch numbers for the WLS upgrade installer on this document. Just for your short cut, if you are running on Windows or Linux (x86) here is the patch number for your platform. Windows 32 bit: 12395517: Linux: 12395517 Upgrade WebLogic Server 1. After unzip the downloaded file, launch wls1035_upgrade_win32.exe if you’re on Windows. 2. Accept all the default values and keep ‘Next’ till end, and start the upgrade. Once the upgrade process completes you’ll see the following window. Now let’s move to the BI upgrade. Upgrade BI Platform to 11.1.1.5 with Software Only Install Download BI 11.1.1.5 You can download the 11.1.1.5 version from our OTN page for your evaluation or development. For the production use it’s recommended to download from eDelivery. 1. Launch the installer by double click ‘setup.exe’ (for Windows) 2. Select ‘Software Only Install’ option 3. Select your original Oracle Home where you installed BI 11.1.1.3. 4. Click ‘Install’ button to start the installation. And now the software part of the BI has been upgraded to 11.1.1.5. Now let’s move to the database schema upgrade. Upgrade Database Schema with Patch Assistant You need to upgrade the BIPLATFORM and MDS Schemas. You can use the Patch Assistant utility to do this, and here is an example assuming you’ve created the schema with ‘DEV’ prefix, otherwise change it with yours accordingly. Upgrade BIPLATFORM schema (if you created this schema with DEV_ prev) psa.bat -dbConnectString localhost:1521:orcl -dbaUserName sys -schemaUserName DEV_BIPLATFORM Upgrade MDS schema (if you created this schema with DEV_ prev) psa.bat -dbConnectString localhost:1521:orcl -dbaUserName sys -schemaUserName DEV_MDS Re-register BI System components Now you need to re-register your BI system components such as BI Server, BI Presentation Server, etc to the Fusion Middleware system. You can do this by running ‘upgradenonj2eeapp.bat (or .sh)’ command, which can be found at %ORACLE_HOME%/opmn/bin. Before you run, you need to start the WLS Server and make sure your WLS environment is not locked. If it’s locked then you need to release the system from the Fusion Middleware console before you run the following command. Here is the syntax for the ‘upgradenonj2eeapp.bat (or .sh) command.  upgradenonj2eeapp.bat    -oracleInstance Instance_Home_Location    -adminHost WebLogic_Server_Host_Name    -adminPort administration_server_port_number    -adminUsername administration_server_user And here is an example: cd %BI_HOME%\opmn\bin upgradenonj2eeapp.bat -oracleInstance C:\biee11\instances\instance1 -adminHost localhost -adminPort 7001 -adminUsername weblogic Upgrade Fusion Middleware Configuration There are a couple things on the Fusion Middleware need to be upgraded for the BI system to work. Here is a list of the components to upgrade. Upgrade Shared Library (JRF) Upgrade Fusion Middleware Security (OPSS) Upgrade Code Grants Upgrade OWSM Policy Repository Before moving forward, you need to stop the WebLogic Server. Here is an example. cd %MW_HOME%user_projects\domains\bifoundation_domain\binstopWebLogic.cmd And, let’s start with ‘Upgrade Shared Library (JRF)’. Upgrade Shared Library (JRF) You can use updateJRF() WLST command to upgrade the shared libraries in your domain. Before you do this, you need to stop all running instances, Managed Servers, Administration Server, and Node Manager in the domain. Here is an example of the ‘upgradeJRF()’ command: cd %MW_HOME%\oracle_common\common\bin wlst.cmd upgradeJRF('C:/biee11/user_projects/domains/bifoundation_domain') Upgrade Fusion Middleware Security (OPSS) This step is to upgrade the Fusion Middleware security piece. You can use ‘upgradeOpss()’ WLST command. Here is a syntax for the command. upgradeOpss(jpsConfig="existing_jps_config_file", jaznData="system_jazn_data_file") The ‘existing jps-config.xml file can be found under %DOMAIN_HOME%/config/fmwconfig/jps-config.xml and the ‘system_jazn_data_file’ can be found under %MW_HOME%/oracle_common/modules/oracle.jps_11.1.1/domain_config/system-jazn-data.xml. And here is an example: cd %MW_HOME%\oracle_common\common\bin wlst.cmd upgradeOpss(jpsConfig="c:/biee11/user_projects/domains/bifoundation_domain/config/fmwconfig/jps-config.xml", jaznData="c:/biee11/oracle_common/modules/oracle.jps_11.1.1/domain_config/system-jazn-data.xml") exit() Upgrade Code Grants for Oracle BI Domain And this is the last step for the Fusion Middleware platform upgrade task. You need to run this python script ‘bi-upgrade.py‘ script to configure the code grants necessary to ensure that SSL works correctly for Oracle BI. However, even if you don’t use SSL, you still need to run this script. And if you have multiple BI domains (Enterprise deployment) then you need to run this on each domain. Here is an example: cd %MW_HOME%\oracle_common\common\bin wlst c:\biee11\Oracle_BI1\bin\bi-upgrade.py --bioraclehome c:\biee11\Oracle_BI1 --domainhome c:\biee11\user_projects\domains\bifoundation_domain Upgrade OWSM Policy Repository This is to upgrade OWSM (Oracle Web Service Manager) policy repository, you can use WLST command ‘upgradeWSMPolicyRepository()’. In order to run this command you need to have your WebLogic Server up-and-running. Here is an example. cd %MW_HOME%user_projects\domains\bifoundation_domain\binstopWebLogic.cmd cd %MW_HOME%\oracle_common\common\bin wlst.cmd connect ('weblogic','welcome1','t3://localhost:7001') upgradeWSMPolicyRepository() exit() Upgrade BI Catalogs This step is required only when you have your BI Publisher integrated with BIEE. If your BI Publisher is deployed as a standalone then you don’t need to follow this step. Now finally, you can upgrade the BI catalog. This won’t upgrade your BI Publisher reports themselves, but it just upgrades some attributes information inside the catalog. Before you do this upgrade, make sure the BI system components are not running. You can check the status by the command below. opmnctl status You can do the upgrade by updating a configuration file ‘instanceconfig.xml’, which can be found at %BI_HOME%\instances\instance1\config\coreapplication_obips1, and change the value of ‘UpgradeAndExit’ to be ‘true’. Here is an example: <ps:Catalog xmlns:ps="oracle.bi.presentation.services/config/v1.1"> <ps:UpgradeAndExit>true</ps:UpgradeAndExit> </ps:Catalog> After you made the change and save the file, you need to start the BI Presentation Server. This time you want to start only the BI Presentation Server instead of starting all the servers. You can use ‘opmnctl’ to do so, and here is an example. cd %ORACLE_INSTANCE%\bin opmnctl startproc ias-component=coreapplication_obips1 This would upgrade your BI Catalog to be 11.1.1.5. After the catalog is updated, you can stop the BI Presentation Server so that you can modify the instanceconfig.xml file again to revert the upgradeAndExit value back to ‘false’. Start Explore BI Publisher 11.1.1.5 After all the above steps, you can start all the BI Services, access to the same URL, now you have your BI Publisher and/or BI 11.1.1.5 in your hands. Have fun exploring all the new features of R11.1.1.5!

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  • Dynamic Grouping and Columns

    - by Tim Dexter
    Some good collaboration between myself and Kan Nishida (Oracle BIP Consulting) over at bipconsulting on a question that came in yesterday to an internal mailing list. Is there a way to allow columns to be place into a template dynamically? This would be similar to the Answers Column selector. A customer has said Crystal can do this and I am trying to see how BI Pub can do the same. Example: Report has Regions as a dimension in a table, they want the user to select a parameter that will insert either Units or Dollars without having to create multiple templates. Now whether Crystal can actually do it or not is another question, can Publisher? Yes we can! Kan took the first stab. His approach, was to allow to swap out columns in a table in the report. Some quick steps: 1. Create a parameter from BIP server UI 2. Declare the parameter in RTF template You can check this post to see how you can declare the parameter from the server. http://bipconsulting.blogspot.com/2010/02/how-to-pass-user-input-values-to-report.html 3. Use the parameter value to condition if a particular column needs to be displayed or not. You can use <?if@column:.....?> syntax for Column level IF condition. The if@column is covered in user documentation. This would allow a developer to create a report with the parameter or multiple parameters to allow the user to pick a column to be included in the report. I took a slightly different tack, with the mention of the column selector in the Answers report I took that to mean that the user wanted to select more of a dimensional column and then have the report recalculate all its totals and subtotals based on that selected column. This is a little bit more involved and involves some smart XSL and XPATH expressions, but still very doable. The user can select a column as a parameter, that is passed to the template rather than the query. The parameter value that is actually passed is the element name that you want to regroup the data by. Inside the template we then reference that parameter value in our for-each-group loop. That's where we need the trixy XSL/XPATH code to get the regrouping to happen. At this juncture, I need to hat tip to Klaus, for his article on dynamic sorting that he wrote back in 2006. I basically took his sorting code and applied it to the for-each loop. You can follow both of Kan's first two steps above i.e. Create a parameter from BIP server UI - this just needs to be based on a 'list' type list of value with name/value pairs e.g. Department/DEPARTMENT_NAME, Job/JOB_TITLE, etc. The user picks the 'friendly' value and the server passes the element name to the template. Declare the parameter in RTF template - been here before lots of times right? <?param@begin:group1;'"DEPARTMENT_NAME"'?> I have used a default value so that I can test the funtionality inside the template builder (notice the single and double quotes.) Next step is to use the template builder to build a re-grouped report layout. It does not matter if its hard coded right now; we will add in the dynamic piece next. Once you have a functioning template that is re-grouping correctly. Open up the for-each-group field and modify it to use the parameter: <?for-each-group:ROW;./*[name(.) = $group1]?> 'group1' is my grouping parameter, declared above. We need the XPATH expression to find the column in the XML structure we want to group that matches the one passed by the parameter. Its essentially looking through the data tree for a match. We can show the actual grouping value in the report output with a similar XPATH expression <?./*[name(.) = $group1]?> In my example, I took things a little further so that I could have a dynamic label for the parameter value. For instance if I am using MANAGER as the parameter I want to show: Manager: Tim Dexter My XML elements are readable e.g. DEPARTMENT_NAME. Its a simple case of replacing the underscore with a space and then 'initcapping' the result: <?xdoxslt:init_cap(translate($group1,'_',' '))?> With this in place, the user can now select a grouping column in the BIP report viewer and the layout will re-group the data and any calculations based on that column. I built a group above report but you could equally build the group left version to truly mimic the Answers column selector. If you are interested you can get an example report, sample data and layout template here. Of course, you can combine Klaus' dynamic sorting, Kan's conditional column approach and this dynamic grouping to build a real kick ass report for users that will keep them happy for hours..

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