1. Integrating BI Publisher with Oracle BI Enterprise Edition
Schedule Timing Topic
30 minutes Lecture
05 minutes Quiz
30 minutes Practice
105 minutes Total

2. Oracle BI Publisher 11g R1: Fundamentals 11 - 2
Objectives
After completing this lesson, you should be able to:
Explain how BI Publisher integrates with Oracle BI EE
Create a BI Publisher report based on a BI analysis by using web services
Create a BI Publisher report by using the metadata in the Presentation Catalog
Add a BI Publisher report to a dashboard
Oracle BI Publisher 11g R1: Fundamentals

3. Revisiting the BI Foundation Suite Model
BI Publisher:
Resides in the Foundation Suite layer
Installs as part of Oracle BI EE Plus
Provides the option to install BI Publisher only
Foundation Suite Layer
Revisiting the BI Foundation Suite Model
As mentioned in the “Introduction to Oracle BI Publisher 11g” lesson, BI Publisher resides in the Oracle BI Foundation Suite layer and is Oracle’s Enterprise Reporting solution. BI Publisher is available not only as part of Oracle BI EE Plus Suite, but also as a stand-alone product. To install BI Publisher in stand-alone mode, select only Oracle BI Publisher during the installation interview.
Oracle BI Publisher 11g R1: Fundamentals

4. Integrating with Oracle BI EE
Integrates on three levels:
BI Server semantic layer integration through a JDBC connection
Presentation Services integration through:
Analytics
Dashboards
Security integration
Integrating with Oracle BI EE
Two prerequisites exist for BI Publisher to integrate effectively with Oracle BI EE:
BI Publisher must be installed on the same server with the other components of Oracle BI EE.
Your security integration must be either Oracle Fusion Middleware or BI Server. (Note: BI Server security is for backwards compatibility with Oracle BI EE 10g only.)
BI Publisher integrates with Oracle BI EE on three levels:
Direct access to BI Server’s semantic layer through JDBC: You can define a JDBC connection to access source data through BI Server’s information metadata layer (Semantic Layer). Additionally, when using Query Builder, you do not have to worry about join syntax because the joins are defined in the BI Server Repository (RPD).
Security integration: You can define your user authentication by using Oracle Fusion Middleware security or BI Server security.
Integration with BI Presentation Server through web services: You can use analyses created by using Analytics (formerly known as Answers) as a data source, and publish BI Publisher reports to a dashboard (formerly known as Interactive Dashboards).
Oracle BI Publisher 11g R1: Fundamentals

5. Configuring a JDBC Connection to BI Server
The JDBC connection provides direct access to the semantic layer.
Configuring a JDBC Connection to BI Server
If you need to edit or change integration settings, you can do so within the Administration area of Oracle BI EE.
The JDBC connection provides direct access to the semantic layer (that is, to BI Server’s metadata layer). To manually configure a JDBC connection for BI Publisher, click Administration > BI Publisher and then follow the same steps as in the “Using Data Model Editor to Create Data Models Based on a SQL Query Data Set - Defining a JDBC Connection” lesson in conjunction with the details specified in the “BI Publisher Server: Administration and Security” lesson.
Oracle BI Publisher 11g R1: Fundamentals

6. Configuring Presentation Catalog Integration
Perform these steps:
1. On the Administration page, select Server Configuration.
2. Select the Catalog type.
3. Enter the required detail for Server Version and Connection Protocol.
4. Test the connection.
5. Optionally, upload the current BI Publisher repository to the Presentation Catalog.
6. Restart BI Publisher.
Configuring Presentation Catalog Integration
To edit the configuration for BI Publisher to use the Presentation Catalog, perform the following steps:
1. On the Administration page, in the System Maintenance section, select Server Configuration.
2. In the Catalog region, select Oracle BI Presentation Catalog from the Catalog Type drop-down list
3. Enter or select the following:
Server Version: v6
Connection Protocol: TCP
4. Click Test Connection to ensure that BI Publisher can connect to Presentation Services.
5. Optionally, enter the path of the current BI Publisher repository and click “Upload to BI Presentation Catalog.” This will upload the contents of your BI Publisher Catalog to the Presentation Catalog. Recall that you uploaded several folders, including the Components folder, in your practice titled “Creating a Simple Report Based on a Predefined Data Model and Adding Layouts to the Data Model.”
6. Restart BI Publisher.
Oracle BI Publisher 11g R1: Fundamentals

7. Configuring Presentation Services Integration
Perform these steps:
1. On the Administration page, select Oracle BI Presentation Services.
2. Enter the required detail for server protocol, server version, server hostname, port, administrator username and password, URL suffix, and session time out.
Configuring Presentation Services Integration
To edit the configuration for BI Publisher to use Presentation Services, perform the following steps:
1. On the Administration page, in the Integration section, click Oracle BI Presentation Services.
2. Enter or select the following information about your Presentation Services server:
Server Protocol: http or https
Server Version: v6
Server: Server hostname (for example, BIEEServer)
Port: The port for the server where the BI Presentation Services plug-in is running (for example: 7001)
Administrator Username and Password: These fields will be hidden when using Oracle Fusion Middleware Security. If you are manually configuring the integration, enter the BISystemUser username and password.
URL Suffix: The default value is analytics/saw.dll Note that if your deployment is configured for SSO, ensure that this suffix matches the non-SSO application you set up to allow the web service between the BI Publisher and BI Presentation Services servers (for example: analyticsSOAP/saw.dll).
Session Timeout: A timeout value in minutes
Oracle BI Publisher 11g R1: Fundamentals

8. Navigating Oracle BI EE
Create a new object.
Search the Catalog.
Filtered access to your catalog content
Navigating Oracle BI EE
Once you are signed in to Oracle BI EE, the first screen presented to you is either your personal dashboard, named My Dashboard, the Home page, or a dashboard for your job function. Dashboards typically contain analyses and other information for your area of responsibility. Within your personal settings, you can specify your default dashboard.
As you learned in the “Getting Started with BI Publisher” lesson, you use either the Home page or the global header as your primary way of navigating to the place you need to be in the application to perform a specific task. Once you have accessed the starting point of the task, the user interface (UI) then presents you with a page, dialog box, or editor where you perform the task. If you choose a dashboard as your default entry page, you can always access the Home page (Home) by clicking the Home link on the global header.
The Presentation Services search functionality allows you to quickly find an object within the Catalog. You can search from the global header, Home page, or the Catalog page.
Recent and Most Popular sections: The Recent and Most Popular sections contain recently opened objects, and those that are most popular among you and other users of the system.
Oracle BI Publisher 11g R1: Fundamentals

9. Navigating Oracle BI EE
Create BI Publisher objects from Published Reporting.
My Reports > New (from the Catalog)
Download Analyzer for Excel and Template Builder for Word
Home Page: The Home page provides an intuitive, task-based entry way into the functionalities of Oracle BI EE. The Home page is divided into sections that allow you to quickly begin a specific task, locate or create a new object, or access technical documentation.
Create section: You access editors for BI objects to create BI content, including reports, analyses, KPIs, and so on. You use the Publisher Reporting area of the Create section to create reports, report jobs, data models, Style and Sub Templates.
Browse/Manage section: You search content by using the Catalog page and by clicking the All Content link, or by using the My Reports and other similar links to do default searches that return BI objects that belong to you. My Reports opens the Catalog page where you click the New icon to access the Published Reporting options.
Get Started section: You access download links for BI Desktop tools such as the Template Builder for Word and Analyzer for Excel.
The global header is always available in Oracle BI EE. You click the New icon to access the Published Reporting options.
Oracle BI Publisher 11g R1: Fundamentals

10. Creating Objects from the Global Header
New (global header) > BI Publisher object
Published Reporting
Creating Objects from the Global Header
You can create Published Reporting objects (BI Publisher objects) directly from within Oracle BI EE. Select New from the global header and then select one of the BI Publisher links to create the desired object.
Oracle BI Publisher 11g R1: Fundamentals

11. Creating a Data Model and Report Based on an Oracle BI Analysis
1. Add an Oracle BI Analysis data set. 2. Define XML tag and display names. 3. Test and save sample XML data. 4. Create a report. 5. Select a layout and build your BI Publisher report. 6. Save and view your report.
Creating a Data Model and Report Based on an Oracle BI Analysis
If you have enabled integration with Oracle BI, then you can access the Presentation Catalog to select an Oracle BI Analysis as a data source. An analysis is a query against an organization’s data that provides answers to business questions. A query contains the underlying SQL statements that are issued to the BI Server.
The steps listed in the slide are described in the next slides.
Oracle BI Publisher 11g R1: Fundamentals

12. Step 1: Adding an Oracle BI Analysis Data Set3 1 2 4
Step 1: Adding an Oracle BI Analysis Data Set
1. In the Data Model pane on the left, select Data Sets. The working pane for Data Sets appears on the right.
2. From the New Data Set drop-down list, select Oracle BI Analysis as the type of data set.
3. The Create Data Set – Oracle BI Analysis dialog box appears. Enter a Name for the data set and then click Browse (the magnifying glass icon). The Oracle BI Catalog dialog box appears.
4. Navigate through the Presentation Catalog folders and select the analysis upon which you will base your BI Publisher report. Verify that the selected analysis appears in the Create Data Set – Oracle BI Analysis dialog box.
5. Enter a timeout value in seconds in the Time Out field, and click OK. Note that if BI Publisher has not received the analysis data after the time specified in the Time Out field has elapsed, BI Publisher will stop attempting to retrieve the analysis data. Save the Data Model. 5
Oracle BI Publisher 11g R1: Fundamentals

13. Step 2: Defining XML Tag and Display Names
Change the XML tag and display names.
Step 2: Defining XML Tag and Display Names
Once you have added the Oracle BI Analysis as your data set, the data set name appears in the Data Model pane.
These column names are inherited from Presentation Services and are not meaningful to the end user because they appear as a combination of column type and column name (for example, Fact_Sales_Units_Ordered or Column0). The columns in the example in the slide have all been changed to display more meaningful names.
You can use the Structure view to edit the XML tags and display names. The Structure view has two modes: Table View and Output. Table View displays element properties in a table and enables you to update XML element alias names, presentation names of the elements, sorting, null values, and reset options. The Output view provides a clear view of the XML structure that will be generated. The Output view is not updateable.
Oracle BI Publisher 11g R1: Fundamentals

14. Step 3: Testing and Saving Sample XML Data2 3 1
Step 3: Testing and Saving Sample XML Data
1. Click XML.
2. Click Run to view the data associated with this analysis.
3. From the Open drop-down list, select Save As Sample Data.
Note: You can verify that your sample data was saved, by selecting Data Model in the Data Model pane on the left.
Oracle BI Publisher 11g R1: Fundamentals

15. Step 4: Creating a Report for the Analytic Data Source1 2
Step 4: Creating a Report for the Analytic Data Source
1. Click New > Report.
2. Select your data source in the Choose Existing Data Model dialog box, and click Open.
Oracle BI Publisher 11g R1: Fundamentals

16. Step 5: Selecting a Layout and Building Your BI Publisher Report1 2 3
Step 5: Selecting a Layout and Building Your BI Publisher Report
1. Select a template.
2. Build your report in exactly the same manner that you did in the “Using Data Model Editor to Create Data Models Based on a SQL Query Data Set” lesson, and then save the report layout.
3. Click Return.
Oracle BI Publisher 11g R1: Fundamentals

17. Step 6: Saving and Viewing Your Report3 2 1
Step 6: Saving and Viewing Your Report
1. Click the Save icon.
2. Select a folder, give the report a meaningful name, and click Save in the Save As dialog box.
3. Click View Report.
Oracle BI Publisher 11g R1: Fundamentals

18. Adding a BI Publisher Report to an Oracle BI EE Dashboard
1. Log in to Oracle BI EE and edit your dashboard. 2. Add a BI Publisher report to your dashboard. 3. Run the dashboard.
Adding a BI Publisher Report to an Oracle BI EE Dashboard
The steps listed in the slide are described in the next slides.
Oracle BI Publisher 11g R1: Fundamentals

19. Step 1: Logging in to Oracle BI EE and Editing Your Dashboard2 3
Step 1: Logging in to Oracle BI EE and Editing Your Dashboard
1. Enter your credentials in the User ID and Password fields in the Oracle Business Intelligence Sign In window.
2. Click Sign In.
3. Your default dashboard, specified in My Account > Preferences, appears. Click Page Options, and select Edit Dashboard from the drop-down list.
Oracle BI Publisher 11g R1: Fundamentals

20. Step 2: Adding a BI Publisher Report to Your Dashboard1 2 3
Step 2: Adding a BI Publisher Report to Your Dashboard
1. Click Add Dashboard Page.
2. Enter a name for the new dashboard page and click OK.
3. Expand Shared Folders in the Catalog pane.
Oracle BI Publisher 11g R1: Fundamentals

21. Step 2: Adding a BI Publisher Report to Your Dashboard5 4
4. Select the BI Publisher .xdo file that you just created and drag it to the Dashboard Editor canvas on the right. Your file appears.
5. Click Save.
Oracle BI Publisher 11g R1: Fundamentals

22. Step 3: Running Your Dashboard
Click Run.
The BI Publisher report appears on your dashboard.
Oracle BI Publisher 11g R1: Fundamentals

23. Oracle BI Publisher 11g R1: Fundamentals 11 - 25
Creating a Data Model and Report Based on a BI Server SQL Query: Process Overview
1. Add a SQL Query data set. 2. Select the objects for the query. 3. View and save the results.
Creating a Data Model and Report Based on a BI Server SQL Query: Process Overview
The process steps on this slide are covered at a high-level in the next set of slides. The steps to achieve the results have already been performed in this and previous lessons.
Oracle BI Publisher 11g R1: Fundamentals

24. Step 1: Adding a SQL Query Data Set2 1
Create a SQL Query data set and open Query Builder.
Step 1: Adding a SQL Query Data Set
1. From within the data model, create a SQL Query data set. Previously in this lesson, Oracle BI EE was established as the data source; therefore, accept the default data source.
2. Click Query Builder.
Note: The data source, Oracle BI EE, is the name of the JDBC connection and it can vary based on your installation at your organization.
Oracle BI Publisher 11g R1: Fundamentals

25. Step 2: Selecting the Objects for the Query
These are the tables stored in the Presentation Catalog.
Selected column
This is the repository (.rpd) used for the data source.
Step 2: Selecting the Objects for the Query
This step is performed in the same way that you learned earlier, in the “Using Data Model Editor to Create Data Models Based on a SQL Query Data Set” lesson.
To build a query, perform the following tasks:
1. Select objects from the Object Selection pane.
2. Select the columns from the objects added to the Design pane on the right.
3. Optionally, add unique alias names to columns, create query conditions, and add sorts.
4. View the results in Query Builder.
5. Save the query.
Note: Because this query is based on objects stored in the Presentation Catalog, you do not need to create joins. Note that keys, joins, and so forth are already created for you in the Physical and “Business Model and Mapping” layers as well.
Oracle BI Publisher 11g R1: Fundamentals

26. Step 2: Selecting the Objects for the Query
Add a condition.
Add a sort type and sort order.
Conditions link: Select the Conditions link. This enables you to apply conditions to your selected columns. The condition modifies the query’s WHERE clause. When specifying a column condition, you must include the appropriate operator and operand. All standard SQL conditions are supported. For example:
>=10
='VA'
BETWEEN SYSDATE AND SYSDATE + 15
SQL link: Select the SQL link. This link displays the SQL query built automatically by Query Builder.
Oracle BI Publisher 11g R1: Fundamentals

27. Step 3: Viewing the Results and Saving the Query
Enter a prompt value.
Results.
Step 3: Viewing the Results and Saving the Query
1. Click the Results tab. To execute the query, enter a value for the State prompt (such as FL) and click OK. The results appear.
2. Save the results and click OK when the Create Data Set - SQL dialog box reappears.
You can now save the data model, create a report using this data model, and add it to the dashboard, if you so choose.
Oracle BI Publisher 11g R1: Fundamentals

28. Oracle BI Publisher 11g R1: Fundamentals 11 - 30
Creating a Data Model and Report Based on a BI Server SQL Query: Example
Build the report.
Add it to the dashboard.
Creating a Data Model and Report Based on a BI Server SQL Query: Example
Build your report in exactly the same manner that you did previously, save the report layout and report, and ultimately add it to your dashboard.
Oracle BI Publisher 11g R1: Fundamentals

29. Integrating BI Publisher Security: Roles and Groups
Review the groups to which you belong.
Integrating BI Publisher Security: Roles and Groups
As mentioned in the “BI Publisher Server: Administration and Security” lesson, BI Publisher provides application-specific permissions for accessing different features. BI Publisher permissions are typically granted by becoming a member in an application role. In the default security configuration, each application role is preconfigured to grant a predefined set of permissions. Groups are mapped to an application role. The mapping of a group to a role conveys the role’s permissions to all members of the group.
You can view the groups to which you belong by performing the following steps:
1. Click <userid> to the right of Signed In As.
2. Select the “Roles and Groups” tab in the My Account dialog box to display the groups in which you participate.
3. Click OK when finished.
Oracle BI Publisher 11g R1: Fundamentals

30. Oracle BI Publisher 11g R1: Fundamentals 11 - 32
Summary
In this lesson, you should have learned how to:
Explain how BI Publisher integrates with Oracle BI EE
Create a BI Publisher report based on a BI analysis by using web services
Create a BI Publisher report by using the metadata in the Presentation Catalog
Add a BI Publisher report to a dashboard
Oracle BI Publisher 11g R1: Fundamentals

31. Oracle BI Publisher 11g R1: Fundamentals 11 - 33
Practice 11: Overview
This practice covers the following topics:
Reviewing the Server Configuration > System Maintenance page
Creating a BI Publisher report based on an Oracle BI Analysis and adding this report to an Oracle BI EE Dashboard
Creating a BI Publisher report based on an Oracle BI Server SQL data set and adding this report to an Oracle BI EE Dashboard
Instructor Note
The BI EE analysis used in this practice is created for the students. When the students browse to locate the analysis, they will select it from the Shared Analyses folder.
Oracle BI Publisher 11g R1: Fundamentals

32. Oracle BI Publisher 11g R1: Fundamentals 11 - 34
Quiz: Overview
This quiz examines your knowledge of the concepts discussed in the lesson.
Quiz: Overview
In this quiz, you answer questions regarding BI Publisher integration with Oracle BI EE.
Oracle BI Publisher 11g R1: Fundamentals

33. Oracle BI Publisher 11g R1: Fundamentals 11 - 35
Quiz
BI Publisher integrates with Oracle BI EE on several levels. (Select all that apply.)
Direct access to BI Server’s semantic layer through JDBC
Security integration
Integration with BI Presentation Server through web services
Answer: a, b, c
Oracle BI Publisher 11g R1: Fundamentals

34. Oracle BI Publisher 11g R1: Fundamentals 11 - 36
Quiz
All BI Publisher reporting objects must be created within BI Publisher.
True
False
Answer: b
You can create published reporting objects directly from within Oracle BI EE when BI Publisher is integrated with Oracle BI EE.
Oracle BI Publisher 11g R1: Fundamentals

35. Oracle BI Publisher 11g R1: Fundamentals 11 - 37
Quiz
You do not need to create joins when basing a query on objects that are stored in the Presentation Catalog.
True
False
Answer: a
Oracle BI Publisher 11g R1: Fundamentals