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Analytics Installation and Configuration Guide 16 R1 September 2016

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Contents

About This Guide........................................................................................... 5

About Primavera Analytics ............................................................................... 5

About the Primavera Data Warehouse ................................................................... 5

Primavera Data Warehouse and Primavera Analytics Data Flow ..................................... 6

Overview of Oracle Business Intelligence (OBI) ........................................................ 7

Prerequisites ............................................................................................... 8

Importing the Primavera Data Warehouse Sample Schema ........................................ 8

Creating a Sample Primavera Data Warehouse Instance .............................................. 9

Importing the Primavera Data Warehouse Sample Schema .......................................... 11

Adding OBI Users for Primavera Analytics Sample Data .............................................. 12

Configuring Primavera Analytics with OBI 11g ..................................................... 13

Configuring the Connection Between the Primavera Data Warehouse and OBI 11g.............. 14

Updating the tnsnames.ora File with OBI 11g .................................................. 14

Configuring Multiple Oracle Homes with OBI 11g .............................................. 15

Configuring the Primavera Analytics Repository Definition File (OraclePrimaveraAnalytics.rpd) with OBI 11g ......................................................... 16

Verifying the STARDW Alias with OBI 11g ....................................................... 17

Verifying the Primavera Data Warehouse Schema Owner with OBI 11g ..................... 18

Updating OraclePrimaveraAnalytics.rpd with the Primavera Data Warehouse Schema Owner Password with OBI 11g .................................................................... 19

Updating OraclePrimaveraAnalytics.rpd for P6 EPPM URL Links with OBI 11g ............. 20

Updating OraclePrimaveraAnalytics.rpd for Primavera Unifier URL Links with OBI 11g .. 21

Deploying the Primavera Analytics Repository Definition File with OBI 11g ...................... 22

Deploying the Primavera Analytics Catalog with OBI 11g ............................................ 23

Adding Users for Primavera Analytics with OBI 11g ................................................... 25

Importing Mobile Dashboards with OBI 11g ............................................................ 26

Deploying the Custom Skin with OBI 11g ............................................................... 28

Configuring Primavera Analytics with OBI 12c ..................................................... 30

Deploying Primavera Analytics to an OBI 12c Domain ................................................ 30

Deploying Primavera Analytics to an OBI 12c Domain ......................................... 31

Deploying Primavera Analytics to an Existing OBI 12c Domain ............................... 32

Deploying the Repository Definition File (.rpd) and Catalog to an Existing OBI 12c Domain ............................................................................................... 33

Deploying the Repository Definition File (.rpd) to an Existing OBI 12c Domain ................................................................................. 33

Deploying the Primavera Analytics Catalog to an Existing OBI 12c Domain .. 33

Updating the tnsnames.ora File with OBI 12c .................................................. 35

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Analytics Installation and Configuration Guide

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Configuring the Primavera Analytics Repository with OBI 12c ............................... 36

Verifying the STARDW Alias with OBI 12c ......................................... 36

Verifying the Primavera Data Warehouse Schema Owner with OBI 12c ....... 37

Updating the Primavera Analytics Repository with the Primavera Data Warehouse Schema Owner Password with OBI 12c............................... 38

Updating the Primavera Analytics Repository for P6 EPPM URL Links with OBI 12c ................................................................................. 39

Updating the Primavera Analytics Repository for Primavera Unifier URL Links with OBI 12c .................................................................... 40

Reload Files and Metadata with OBI 12c .......................................... 41

Adding Users for Primavera Analytics with OBI 12c ............................................ 42

Importing Mobile Dashboards with OBI 12c ..................................................... 43

Importing Data Visualization Samples with OBI 12c ........................................... 44

Importing the Data Mashup Sample Spreadsheet ................................. 45

Upgrading to Primavera Analytics 16 R1 from Release 3.3, Release 3.4, or Version 15 ... 46

Updating Catalog Objects for OBI ....................................................................... 47

Upgrading the OBI Catalog to Primavera Analytics 16 R1 ............................................ 47

Upgrading the Repository Definition File (.rpd) to Primavera Analytics 16 R1 ................... 49

For More Information ................................................................................... 51

Where to Get Documentation ............................................................................ 51

Documentation Accessibility ...................................................................... 51

Where to Get Training .................................................................................... 52

Where to Get Support ..................................................................................... 52

Legal Notices ............................................................................................. 54

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Once you have completed the tasks in the Primavera Data Warehouse Installation and Configuration Guide, you can use this guide to install and configure Primavera Analytics. You must complete all of the required tasks in this guide before allowing your users to work with Primavera Analytics.

Primavera Analytics consists of a Repository Definition file (.rpd), a sample catalog containing sample analyses and dashboards, as well as a sample Primavera Data Warehouse. Primavera Analytics is built upon the industry leading Oracle Business Intelligence Suite. The Primavera Analytics Repository Definition file contains all of the information Oracle Business Intelligence needs to allow end users to create purposeful analysis based on data contained within the Primavera Data Warehouse. The Repository Definition file contains information such as how Oracle Business Intelligence connects to the Primavera Data Warehouse, how security is applied to each user, and how to join the Primavera Data Warehouse fact and dimension tables. The Primavera Analytics sample catalog, also built upon Oracle Business Intelligence, contains over 400 pre-built analysis and dashboards, organized in a catalog structure, used to help facilitate the capabilities available combining P6 EPPM and/or Primavera Unifier with Oracle Business Intelligence. The sample Primavera Data Warehouse can be restored and connected as the back-end for the sample Primavera Analytics catalog.

About the Primavera Data Warehouse

The Primavera Data Warehouse collects and stores data from P6 EPPM and Primavera Unifier. It contains a process called STARETL, which is the mechanism by which data is extracted, transformed, and loaded (ETL) from a P6 EPPM and/or Primavera Unifier database into the Primavera Data Warehouse. The Primavera Data Warehouse accumulates data over time with each run of the STARETL process.

The Primavera Data Warehouse separates data into facts and dimensions. Fact tables contain business facts or measures (for example, Actual Total Cost, Workflow Duration, and so on). Dimension tables contain descriptive attributes or fields (for example, Activity Name, Cost Breakdown Structure, and so on). As the Primavera Data Warehouse schema accumulates project and cash flow data, it provides baselines for tracking trends and for advanced business intelligence. It also provides key metrics on current data, which allow you to drill through root cause analysis.

You can connect the Primavera Data Warehouse to Oracle Business Intelligence (OBI) using Primavera Analytics.

About This Guide

About Primavera Analytics

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Analytics Installation and Configuration Guide

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Primavera Data Warehouse and Primavera Analytics Data Flow

The following diagram depicts how data flows between P6 EPPM and Primavera Unifier into the Primavera Data Warehouse. Depending on your organization's specific deployment, it is possible to have one or many P6 EPPM and/or Primavera Unifier databases loading data into a single Primavera Data Warehouse. This technique of having multiple databases populating a single Primavera Data Warehouse is known as multiple data source. The diagram below shows how data flows between P6 EPPM and Primavera Unifier into the Primavera Data Warehouse:

In the diagram, P6 EPPM contains a set of processes, called Publication Services, that are designed to move, manipulate and store data in specific database views, called the P6 EPPM Extended Schema (Px). These views are used as the source of data for the Primavera Data Warehouse. Once the data in P6 EPPM Extended Schema is up-to-date and ready to be moved into the Primavera Data Warehouse, the STARETL process is run, manually through a command line interface, through a Web-based interface, or through a scheduled routine. After the STARETL process is complete, the data in the Primavera Data Warehouse is up-to-date in the current and historical fact and dimension tables.

Primavera Unifier goes through a similar process. Data in the Primavera Unifier database is published (by a set of Publication Services) to the Primavera Unifier Staging tables. Once the data in the Primavera Unifier Staging tables is up-to-date, the STARETL process is run, manually through a command line interface, through a Web-based interface, or through a scheduled routine. After the STARETL process is complete, the data in the Primavera Data Warehouse is up-to-date in the current and historical fact and dimension tables.

The data is now available for access through applications such as Oracle Business Intelligence.

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About Primavera Analytics

7

Overview of Oracle Business Intelligence (OBI)

Oracle Business Intelligence (OBI) is a comprehensive suite of business intelligence foundation and applications designed to enable the insight-driven enterprise. It integrates data from multiple enterprise sources, and transforms it into key insights that enable strategic decision-making, drive continual business process improvements, and promote alignment across the enterprise.

The OBI infrastructure consists of servers, programs, and tools used to build OBI applications. The OBI product includes an installer program that can install either the complete OBI suite or one or more OBI product components.

Once OBI is installed, apply and configure Primavera Analytics to your OBI deployment. Primavera Analytics provides the following default dashboards:

Main

Business Processes

Cash Flow

Cost Sheet

Facilities and Real Estate

Portfolio Analysis

Project Earned Value

Project Health

Resource Analysis

Industry Samples

Admin

About: Primavera Analytics

Note: Any customization done to the existing RPD or Catalog must be reapplied after the installation. It may be necessary to merge the RPD and Catalog with the new RPD and Catalog delivered with this version of Primavera Analytics.

For information about the Business Intelligence & Data Warehousing Technology Center, see http://www.oracle.com/technetwork/topics/bi/index.html.

For information about the Business Intelligence & Data Warehousing documentation, go to the following website, see http://www.oracle.com/technetwork/middleware/bi-foundation/documentation/bi-dac-087220.html.

For information about configuring an Impersonator User to be used with Single Sign-On for OBI, go to the following website, see http://download.oracle.com/docs/cd/E12096_01/books/AnyDeploy/AnyDeploySSO5.html.

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Before you begin the procedures in this document, the following must be true:

Oracle Business Intelligence (OBI) must be installed and running. See the Tested Configurations document for the supported versions of OBI. See http://docs.oracle.com/cd/E28280_01/bi.1111/e16518/toc.htm (with OBI 11g) or https://docs.oracle.com/middleware/1221/core/BIEIG/GUID-04F89ACA-A2F1-4F18-8B35-BD131ACC62ED.htm#INSOA369 (with OBI 12c) for installation instructions.

The Primavera Data Warehouse must be installed and configured prior to beginning the steps in this document. At least one run of the STARETL process has occurred, so that data exists in the Primavera Data Warehouse. See the Primavera Data Warehouse Installation and Configuration Guide for more information. Alternatively, a schema restore of the sample Primavera Data Warehouse is required. See Importing the Primavera Data Warehouse Sample Schema (on page 11) for details.

The OBI server must be able to connect to the server and instance of Primavera Data Warehouse. For instructions on connecting OBI to Primavera Data Warehouse, see Configuring Primavera Analytics with OBI 11g (on page 13) or Configuring Primavera Analytics with OBI 12c (on page 30) for details.

Primavera Analytics includes a sample Primavera Data Warehouse schema that can be used to demonstrate the capabilities of Primavera Analytics. This sample schema contains data loaded from both P6 EPPM and Primavera Unifier. The sample schema also contains historical data captures to demonstrate the historical capabilities of not only the power of the capturing daily history in the Primavera Data Warehouse, but also the DeepDive analysis that can be performed within Oracle Business Intelligence using this daily historical data. The sample schema also contains industry-specific data captures for Project Burn Down and Project Work Planning.

Note: Importing the sample Primavera Data Warehouse is an optional component, so the procedures in this chapter are optional. This sample schema is meant to only be used to demonstrate the overall capabilities of both Primavera Analytics and Primavera Data Warehouse.

Prerequisites

Importing the Primavera Data Warehouse Sample Schema

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Importing the Primavera Data Warehouse Sample Schema

9

Creating a Sample Primavera Data Warehouse Instance

The Primavera Data Warehouse sample schema is meant for demonstration purposes only. Oracle recommends that you import the sample schema into a unique Oracle Database instance. Do not install sample schema in the same instance as the production Primavera Data Warehouse instance.

Notes:

Running the STARETL process against the restored sample Primavera Data Warehouse schema will impact the content in the sample schema.

Make sure that the PATH variable includes the path to your ORACLE_HOME/bin directory.

Do the following to create the Oracle tablespaces that are required for the Primavera Data Warehouse. These steps assume that an Oracle instance has already been created. For information about creating an Oracle instance, see https://docs.oracle.com/cd/E11882_01/server.112/e25494/create.htm#ADMIN002.

Once the Oracle instance is created, complete the following steps to create the sample Primavera Data Warehouse Tablespaces:

1) Log in to the sample Primavera Data Warehouse instance with a user that has DBA privileges (for example, SYSTEM).

2) If these tablespaces do not already exist, create the necessary tablespaces with the following statements:

create tablespace <STAR_DAT1>

datafile '<path>/STAR_DAT1.dbf'

Size 32m

Autoextend on

Extent management local;

where <STAR_DAT1> is the name of the star tablespace and <path> is the path to the folder

where the database resides.

3) If these tablespaces do not already exist, create the necessary tablespaces with the following statements:

create tablespace <STAR_HST1>

datafile '<path>/STAR_HST1.dbf'

Size 32m

Autoextend on

Extent management local;

where <STAR_HST1> is the name of the star history tablespace, and <path> is the path to the

folder where the data files reside.

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Analytics Installation and Configuration Guide

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4) Since the Oracle Data Pump export was created using the database username of STARUSER, the import and the sample Primavera Data Warehouse schema username must also be STARUSER. Create the database user STARUSER with the following statements:

prompt Creating users STARUSER

--METADATA TYPE:USER CHANGE:CREATE NAME:STARUSER

create user STARUSER

identified by <password>

temporary tablespace <temp_table>

default tablespace <STAR_DAT1>

;

--METADATA TYPE:GRANT CHANGE:CREATE PRIVILEGE:DBA GRANTEE:STARUSER

grant dba to STARUSER;

--METADATA TYPE:GRANT CHANGE:CREATE PRIVILEGE:JOB GRANTEE:STARUSER

grant create any job to STARUSER;

where <password> is that STARUSER password, <temp_table> is the name of the

tablespace for temporary data, and <STAR_DAT1> is the name of the Star tablespace.

5) Create a directory object within the instance for the dump file with the following SQL statement:

create or replace directory dmpdir as '<path_to_file>';

where <path_to_file> is the location of the data extracted from the sample_expdp.zip file.

6) Ensure case sensitivity for the Primavera Analytics sample database instance is set to false for database logons with the following statement:

alter system set sec_case_sensitive_logon=false;

7) Log out of the database instance.

Continue to Importing the Primavera Data Warehouse Sample Schema (on page 11).

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Importing the Primavera Data Warehouse Sample Schema

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Importing the Primavera Data Warehouse Sample Schema

Once you have created and configured the sample Primavera Data Warehouse instance, complete the following steps to import the sample Primavera Data Warehouse schema:

1) Run the following command to import sample.expdp using Oracle Data Pump:

impdp system/<password>@<SAMPLE> directory=<dmpdir> dumpfile=STAR152.expdp

schemas=STARUSER logfile=sample.log

where <password> is the password for the system account, <SAMPLE> is the instance name

for the sample Primavera Data Warehouse instance, and <dmpdir> is the directory that was

created in the previous section, Creating a Sample Primavera Data Warehouse Instance (on page 9)

2) Log in to the sample Primavera Data Warehouse instance (with SQL Plus, SQL Developer, and so on) with the STARUSER account that was created the previous section, Creating a Sample Primavera Data Warehouse Instance (on page 9).

3) Run the following command to create the context for the STARUSER:

CREATE OR REPLACE CONTEXT PRM_ANALYTICS_STARUSER USING secpac;

4) Log out of SQL Plus, SQL Developer, and so on.

At this point, the sample Primavera Data Warehouse instance is restored and ready to be accessed through Oracle Business Intelligence (OBI). The next chapter discusses how to deploy the OraclePrimaveraAnalytics.rpd file and the Primavera Analytics sample catalog in OBI.

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Analytics Installation and Configuration Guide

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Adding OBI Users for Primavera Analytics Sample Data

The sample Primavera Data Warehouse schema comes by default with a user account that must be set up and configured in your Oracle Business Intelligence (OBI) environment in order to successfully view the data contained within the sample Primavera Data Warehouse schema.

To add the sample OBI user for access to the sample Primavera Data Warehouse schema, complete the following steps:

1) In a browser, enter the following URL to log in to the OBI WebLogic Administration Console with an account which is a member of the WebLogic Administrator group (for example, WebLogic):

http://<server>:<port>/console

where <server> is the IP address of the OBI server, <port> port is the listening port for OBI,

and /console is the default context for the OBI WebLogic Administration Console.

2) In the Domain Structure section, click Security Realm.

3) Click on the realm name in the table (for example, myrealm).

4) Click the Users and Groups tab.

5) Click the Users sub tab.

6) Click New.

7) In the Create a New User form:

a. In the Name field, enter demouser.

b. In the Password and Confirm Password fields, enter a password.

c. Click OK.

8) Select demouser.

9) If you are using OBI 11g, select the Groups tab. Otherwise, skip this step.

10) Move the following groups from the Available column to the Chosen column:

BIAdministrators

BIAuthors

BIConsumers

11) Click Save.

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Configuring Primavera Analytics with OBI 11g

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After you have installed Oracle Business Intelligence (OBI), follow the instructions in this chapter to install and configure Primavera Analytics with OBI.

BI Administration, a component included in the client installer package, is part of the OBI Foundation Suite. It is a Windows-only application used to configure the OBI metadata repository. For more information on the BI Administration application, see http://docs.oracle.com/cd/E21764_01/bi.1111/e10540/planning.htm#BIEMG1330.

In order to complete the steps in this chapter, the BI Administration application must be installed. To install the BI Administration application, see https://docs.oracle.com/cd/E29505_01/fusionapps.1111/e38322/appe_installbiadmin.htm.

The following components must be configured:

Connection to the Primavera Data Warehouse: You must establish a connection between the Primavera Data Warehouse and the OBI server.

OraclePrimaveraAnalytics.rpd: This file contains all of the mappings and metadata that are needed to create meaningful OBI analysis. This is considered the main component because it is the only component that is needed if using Primavera Analytics and Primavera Data Warehouse with OBI. The Primavera Analytics Repository Definition file (.rpd) contains the connection information that exists between the OBI server and the Primavera Data Warehouse server and instance. The Primavera Analytics Repository Definition file (.rpd) is the file that tells OBI what Primavera Data Warehouse fact and dimension tables to join, and how to join them. The Primavera Analytics Repository Definition file (.rpd) file also contains the calculations that are used for certain Key Performance Indicators (KPIs) that end users can use to create more meaningful analysis. The Primavera Analytics Repository Definition file (.rpd) is segmented into three layers:

The Physical Layer, which shows the connection information, as well as the Logical and Physical representation of the Primavera Data Warehouse schema.

The Business Model Layer, which shows the metadata mapping and configurable KPIs.

The Presentation Layer, which is what the end user will see when creating analysis within OBI.

Primavera Analytics Catalog: The catalog is used by OBI to store in a single location the collection of analysis, dashboards, and filters that are created and stored by users of the system. Primavera Analytics includes a sample OBI catalog, which includes sample dashboards, analysis and filters. These samples can be used out of the box or tailored to meet your organizations specific needs. This sample catalog was built on top of and using the third component of Primavera Analytics, the sample Primavera Data Warehouse.

This chapter describes how to configure these components.

Configuring Primavera Analytics with OBI 11g

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Analytics Installation and Configuration Guide

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Configuring the Connection Between the Primavera Data Warehouse and OBI 11g

This section describes how to configure the connection between the Primavera Data Warehouse and Oracle Business Intelligence (OBI) server.

Updating the tnsnames.ora File with OBI 11g

As part of a standard installation of Oracle Business Intelligence (OBI), a file called tnsnames.ora is installed. The tnsnames.ora file is an Oracle database configuration file that contains network service names mapped either to connect descriptors for the local naming method or to listener protocol addresses. This means that the tnsnames.ora file is responsible for resolving the connection between the OBI server and any database server and instance to which OBI needs to connect, including the Primavera Data Warehouse instance and server. Therefore, the tnsnames.ora file requires an entry for the Primavera Data Warehouse schema in order to make this connection. See https://docs.oracle.com/database/121/NETRF/tnsnames.htm#NETRF007 for details on the tnsnames.ora file.

To create an entry in the OBI tnsnames.ora file for the Primavera Data Warehouse, complete the following steps on the server where OBI is installed:

1) Go to <OBI Install Directory>\Oracle_BI1\network\admin where <OBI Install Directory> is

the path where OBI is installed (by default, \Oracle\Middleware).

2) Open TNSNAMES.ora in a text editor.

If tnsnames.ora does not exist, create or copy it from another location into this directory.

3) Create the following entry for the Primavera Data Warehouse connection:

<STARDW> =

(DESCRIPTION =

(ADDRESS = (PROTOCOL = TCP)(HOST = <hostname>)(PORT = <port number>))

(CONNECT_DATA =

(SERVER = DEDICATED)

(SERVICE_NAME = <Service Name>))

)

where:

<STARDW> is the net_service_name for this connection. This name can be any name you

choose. You will need this name later to configure the database connection name in the OraclePrimaverAnalytics.rpd file.

<hostname> is the IP address or name where the Primavera Data Warehouse database is

installed.

<portnumber> is the port number where the Primavera Data Warehouse database is

installed.

<ServiceName> is the service name you used when you installed the Primavera Data

Warehouse database.

4) Save tnsnames.ora and close it.

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Configuring Primavera Analytics with OBI 11g

15

Configuring Multiple Oracle Homes with OBI 11g

If Oracle Business Intelligence (OBI) is installed on a server that already contains an Oracle database home, Oracle database client, or external software that bundles Oracle client drivers, it is important that the correct SQL*Net configuration files be used with OBI.

To configure OBI for multiple Oracle homes, complete the following steps on the server where OBI is installed:

1) Go to <OBI Install Directory>\instances\<your_instance>\bifoundation\OracleBIApplication\coreapplication\setup where <OBI Install Directory> is the path where OBI is installed (by default, \Oracle\Middleware)

2) Open bi-init.cmd (with Windows) or bi-init.sh (with UNIX or Linux) in a text editor.

3) Check for the following in bi-init file:

With Windows:

call

<OBI_HOME>\instances\<your_instance>\bifoundation\OracleBIApplication\coreappl

ication\setup\user.cmd

With UNIX or Linux:

<OBI_HOME>/instances/<your_instance>/bifoundation/OracleBIApplication/coreappl

ication/setup/user.sh

4) If the reference exists in the bi-init file, complete the following steps:

a. Close the bi-init file.

b. In the same path, open user.cmd (with Windows) or user.sh (with UNIX or Linux) in a text editor.

c. Add one of the following references:

set TNS_ADMIN=<OBI_Home>\Oracle_BI1\network\admin (with Windows)

TNS_ADMIN=<OBI_Home>/Oracle_BI1/network/admin (with UNIX or Linux)

where <OBI_Home> is the location of OBIEE Home (by default, \Oracle\Middleware\)

5) If the reference does not exist in the bi-init file, add one of the following references:

set TNS_ADMIN=<OBI_Home>\Oracle_BI1\network\admin (with Windows)

TNS_ADMIN=<OBI_Home>/Oracle_BI1/network/admin (with UNIX or Linux)

where <OBI_Home> is the location of OBIEE Home (by default, \Oracle\Middleware\)

6) Restart the Oracle Business Intelligence processes (Presentation Server, OPMNCTL, and so on) for the changes to take effect.

At this point, you should be able to test successfully that an Oracle Database connection can be made from the Oracle Business Intelligence to the Primavera Data Warehouse server and instance. To test this connection, use the Oracle Database utilities tnsping or sqlplus to test the connection. Consult your Oracle Database documentation for details on using these utilities to test a connection.

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Analytics Installation and Configuration Guide

16

Configuring the Primavera Analytics Repository Definition File (OraclePrimaveraAnalytics.rpd) with OBI 11g

After downloading and unzipping the Primavera Analytics installation media, you will have access to the following components:

Repository Definition file

Sample catalog

Sample data warehouse

You must configure the OraclePrimaveraAnalytics.rpd file in order to work successfully in your environment. Modifying the OraclePrimaveraAnalytics.rpd file requires the use of the Oracle Business Intelligence (OBI) Administration tool, which is installed as part of the OBI Foundation Suite. See Configuring Primavera Analytics with OBI 11g (on page 13) for details.

Complete these procedures prior to deploying the OraclePrimaveraAnalytics.rpd file in OBI.

Oracle recommends that you first make a copy of the original OraclePrimaveraAnalytics.rpd file to ensures that you can easily rollback to the original file in the event an error occurs while editing.

The procedures in this section require that all of the prerequisites are completed successfully. This means that the following must be true:

OBI is installed and running.

The Primavera Data Warehouse is installed.

The STARETL process has been run at least once (or the sample Primavera Data Warehouse is installed).

The OBI server is able to connect to the Primavera Data Warehouse server and instance.

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Verifying the STARDW Alias with OBI 11g

The first step in configuring the OraclePrimaveraAnalytics.rpd file in Oracle Business Intelligence (OBI) is to verify or change the database instance alias, which was previously set up within the tnsnames.ora file, for connection to the Primavera Data Warehouse.

If needed, complete the following steps to verify or change the Primavera Data Warehouse connection alias:

1) Launch the OBI Administration tool.

2) Select File, Open, Offline.

3) Go to <Primavera Analytics unzipped folder>\obi\11g\rpd\obi9.

4) Select OraclePrimaveraAnalytics.rpd and click Open.

5) Enter the password for the OraclePrimaveraAnalytics.rpd file (by default, Admin123).

6) With the OraclePrimaveraAnalytics.rpd file open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_DSN in the Name column.

9) In the Static Repository Variable – DW_DSN window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'STARDW' value to the correct alias for the Primavera Data Warehouse instance. Be sure to enter single quotation marks (') around the alias.

Note: This name should correspond to the name used in the tnsnames.ora file to identify the Primavera Data Warehouse database. See Updating the tnsnames.ora File with OBI 11g (on page 14) for details.

10) Select OK to close the Static Repository Variable – DW_DSN window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save OraclePrimaveraAnalytics.rpd.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration tool and continue to the next topic.

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Verifying the Primavera Data Warehouse Schema Owner with OBI 11g

The second step in configuring the OraclePrimaveraAnalytics.rpd file in Oracle Business Intelligence (OBI) is to verify or change the database schema owner, which was configured during the installation of Primavera Data Warehouse. See the Primavera Data Warehouse Installation and Configuration Guide for details.

Note: If you are already logged into the OBI Administration tool, skip steps

1 through 5 of this procedure.

Complete the following steps to verify or change the Primavera Data Warehouse schema owner:

1) Launch the OBI Administration tool.

2) Select File, Open, Offline.

3) Go to <Primavera Analytics unzipped folder>\obi\11g\rpd\obi9.

4) Select OraclePrimaveraAnalytics.rpd and click Open.

5) Enter the password for the OraclePrimaveraAnalytics.rpd file (by default, Admin123).

6) With the OraclePrimaveraAnalytics.rpd file open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_USERNAME in the Name column.

9) In the Static Repository Variable – DW_USERNAME window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'staruser' value to the schema owner for the Primavera Data Warehouse instance. Be sure to enter single quotation marks (') around the value.

10) Select OK to close the Static Repository Variable – DW_USERNAME window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save OraclePrimaveraAnalytics.rpd.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration tool and continue to the next topic.

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Updating OraclePrimaveraAnalytics.rpd with the Primavera Data Warehouse Schema Owner Password with OBI 11g

The third step in configuring the OraclePrimaveraAnalytics.rpd file in Oracle Business Intelligence (OBI) is to enter the Primavera Data Warehouse database schema owner password.

Note: If you are already logged into the OBI Administration tool, skip steps

1 through 5 of this procedure.

Complete the following steps to enter the Primavera Data Warehouse schema owner password:

1) Launch the OBI Administration tool.

2) Select File, Open, Offline.

3) Go to <Primavera Analytics unzipped folder>\obi\11g\rpd\obi9.

4) Select OraclePrimaveraAnalytics.rpd and click Open.

5) Enter the password for the OraclePrimaveraAnalytics.rpd file (by default, Admin123).

6) With the OraclePrimaveraAnalytics.rpd file open, complete the following steps to update the password:

a. In the Physical section on the right, right-click the physical connection source (by default, Oracle Primavera P6 Data Warehouse) and select Properties.

b. Select the Connection Pools tab.

c. Double-click the Oracle Primavera P6 Data Warehouse Connection Pool.

d. On the General tab, on the same row as username, enter the password for the Primavera Data Warehouse schema owner.

e. Click OK and re-enter the password to confirm the change.

f. Click OK to close the Connection Pool - Oracle Primavera P6 Data Warehouse Connection Pool window.

g. Select File, Save to save OraclePrimaveraAnalytics.rpd.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration application and continue to the next topic.

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Updating OraclePrimaveraAnalytics.rpd for P6 EPPM URL Links with OBI 11g

The fourth step in configuring the OraclePrimaveraAnalytics.rpd file in Oracle Business Intelligence (OBI) is to change the P6 EPPM URL links. This step is only required if you are using P6 EPPM. If you are not using P6 EPPM, you can skip this section. These links allow OBI users to navigate from an OBI analysis to P6 EPPM.

Note: If you are already logged into the OBI Administration tool, skip steps

1 through 5 of this procedure.

Complete the following steps to verify or change the Primavera Data Warehouse schema owner:

1) Launch the OBI Administration tool.

2) Select File, Open, Offline.

3) Go to <Primavera Analytics unzipped folder>\obi\11g\rpd\obi9.

4) Select OraclePrimaveraAnalytics.rpd and click Open.

5) Enter the password for the OraclePrimaveraAnalytics.rpd file (by default, Admin123).

6) With the OraclePrimaveraAnalytics.rpd file open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_P6_LINK_BASE_URL in the Name column.

9) In the Static Repository Variable – DW_P6_LINK_BASE_URL window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'http://<localhost>:<8080>/p6' value with the correct base URL for your P6 EPPM deployment. Be sure to enter single quotation marks (') around the value.

where <localhost> is replaced with the server name or IP Address of your organizations P6 EPPM deployment, <8080> is replaced with the server listening port for your organizations P6 EPPM deployment, and </p6> is the name of the deployment of P6 EPPM.

10) Select OK to close the Static Repository Variable – DW_P6_LINK_BASE_URL window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save OraclePrimaveraAnalytics.rpd.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration application and continue to the next topic.

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Updating OraclePrimaveraAnalytics.rpd for Primavera Unifier URL Links with OBI 11g

The fifth step in configuring the OraclePrimaveraAnalytics.rpd file in Oracle Business Intelligence (OBI) is to change the Primavera Unifier URL links. This step is only required if you are using Primavera Unifier. If you are not using Primavera Unifier, you can skip this procedure. These links allow OBI users to navigate from an OBI analysis to Primavera Unifier.

Note: If you are already logged into the OBI Administration tool, skip steps

1 through 5 in this procedure.

Complete the following steps to verify or change the Primavera Data Warehouse schema owner:

1) Launch the OBI Administration tool.

2) Select File, Open, Offline.

3) Go to <Primavera Analytics unzipped folder>\obi\11g\rpd\obi9.

4) Select OraclePrimaveraAnalytics.rpd and click Open.

5) Enter the password for the OraclePrimaveraAnalytics.rpd file (by default, Admin123).

6) With the OraclePrimaveraAnalytics.rpd file open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_UNIFIER_LINK_BASE_URL in the Name column.

9) In the Static Repository Variable – DW_UNIFIER_LINK_BASE_URL window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'http://<localhost>:<8080>/<bluedoor>' value with the correct base URL for your Primavera Unifier deployment. Be sure to enter single quotation marks (') around the value.

where <localhost> is replaced with the server name or IP Address of your organizations Primavera Unifier deployment, <8080> is replaced with the server listening port for your organizations Primavera Unifier deployment, and </bluedoor> is the name of the deployment of Primavera Unifier.

10) Select OK to close the Static Repository Variable – DW_UNIFIER_LINK_BASE_URL window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save OraclePrimaveraAnalytics.rpd.

Note: If you are prompted to check file consistency, click No.

At this point, the OraclePrimaveraAnalytics.rpd file is ready to be deployed in OBI. The next section describes how to import the Primavera Analytics sample Primavera Data Warehouse schema in an Oracle Database instance.

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Deploying the Primavera Analytics Repository Definition File with OBI 11g

After making the necessary modifications to the OraclePrimaveraAnalytics.rpd file, you must deploy the modified OraclePrimaveraAnalytics.rpd file in Oracle Business Intelligence (OBI).

To deploy the modified OraclePrimaveraAnalytics.rpd file in OBI, complete the following steps:

1) Log in to the OBI Enterprise Manager URL (http://<server>:<port>/em) with an

account that is a member of the WebLogic BIAdministrator group (for example, weblogic).

where <server> is the server name or IP address of the server where OBI is installed,

<port> is the listening port number for OBI, and /em is the default context for OBI Enterprise

Manager.

2) At the left of the screen, in the Target Navigation Tree, click the arrow icon next to the leaf node called Business Intelligence to expand this folder.

With the Business Intelligence leaf node expanded, the coreapplication hyperlink appears below the Business Intelligence leaf node.

3) Click the coreapplication hyperlink.

On the right side of the screen, the properties and available configuration options for this OBI deployment are displayed. The right side of the screen is organized in a parent/child tab based display. This means for each parent tab that has the focus, a set of child tabs will be available.

4) Click the Deployment parent tab, then click the Repository child tab.

5) In the Change Center section above the tabs, click the Lock and Edit Configuration link.

Clicking this link allows the fields in this deployment to be edited. A confirmation message appears.

6) Click Close to dismiss the confirmation message.

7) In the Upload BI Server Repository section, click Browse. This launches a file browser window to select a Repository Definition (.rpd) file to upload.

8) Go to the directory that contains the modified OraclePrimaveraAnalytics.rpd file.

9) Select the modified OraclePrimaveraAnalytics.rpd file so that it is highlighted and click Open.

10) The file name appears next to the Browse button and the focus moves to the Repository Password field. Enter the OraclePrimaveraAnalytics.rpd password (by default, Admin123).

11) In the Confirm Password field, re-enter the OraclePrimaveraAnalytics.rpd password.

12) At the upper right of the Repository child tab, click Apply.

Note: You can configure and deploy the Primavera Analytics sample catalog prior to activating the changes and restarting the OBI services. See the Deploying the Primavera Analytics Repository Definition File with OBI 11g (on page 22) for details.

13) In the Change Center section above the tabs, click the Activate Changes link.

Clicking this link takes the deployment out of edit mode and activates the changes. A confirmation message appears.

14) Click Close to dismiss the confirmation message.

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15) In the Change Center section above the tabs, click Restart To Apply Recent Changes.

Clicking this link navigates to the Overview parent tab for this OBI deployment.

16) In the System Shutdown & Startup section, directly below the Pie Chart graph showing system components status, click Restart to restart all components of this OBI deployment.

When the OBI deployment restarts, confirmation message appears.

17) Click Close to dismiss the confirmation message.

18) At the upper right of the screen, click Logout to log out of OBI Enterprise Manager.

At this point, you have successfully deployed the modified OraclePrimaveraAnalytics.rpd file into your OBI environment. Log in to OBI to validate that the OraclePrimaveraAnalytics.rpd file is correct.

Deploying the Primavera Analytics Catalog with OBI 11g

Primavera Analytics includes a sample catalog file that can be loaded into your Oracle Business Intelligence (OBI) environment. This sample catalog contains analysis, dashboards and filters that can be modified to meet your organizations needs or used as is to demonstrate the rich capabilities of combining Primavera Analytics with OBI.

Complete the following steps to get the sample Primavera Analytics catalog deployed in OBI:

1) Go to the folder where the Primavera Analytics install media was unzipped.

2) Copy the folder called PrimaveraAnalytics from <Primavera Analytics unzipped directory>\obi\11g\catalog to the catalog folder on the server where OBI is installed. The default catalog location on the OBI server is <OBI_HOME>/instances/Instance1/bifoundation/OracleBIPresentationServ

icesComponent/coreapplication_obips1/catalog

where <OBI_HOME> is the path to the OBI installation directory (by default,

C:\Oracle\Middleware\Oracle_Home).

Note: If OBI is installed on Microsoft Windows, you may get an error that the Windows path is too long. You can put the folder in a different location with a shorter path. Renaming the PrimaveraAnalytics directory to PA before you copy the folder should also correct this error.

3) Log in to the OBI Enterprise Manager URL (http://<server>:<port>/em) with an

account that is a member of the WebLogic BIAdministrator group (for example, weblogic).

where <server> is the server name or IP address of the server where OBI is installed,

<port> is the listening port number for OBI, and /em is the default context for OBI Enterprise

Manager.

4) At the left of the screen, in the Target Navigation Tree, click the arrow icon next to the leaf node called Business Intelligence to expand this folder.

With the Business Intelligence leaf node expanded, the coreapplication hyperlink appears below the Business Intelligence leaf node.

5) Click the coreapplication hyperlink.

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On the right side of the screen, the properties and available configuration options for this OBI deployment are displayed. The right side of the screen is organized in a parent/child tab based display. This means for each parent tab that has the focus, a set of child tabs will be available.

6) Click the Deployment parent tab, then click the Repository child tab.

7) In the Change Center section above the tabs, click the Lock and Edit Configuration link.

Clicking this link allows the fields in this deployment to be edited. A confirmation message appears.

8) Click Close to dismiss the confirmation message.

9) In the BI Presentation Catalog section, enter the location where you copied the Primavera Analytics catalog directory in the Catalog Location field.

For example:

$ORACLE_INSTANCE/instances/Instance1/bifoundation/OracleBIPresentationServices

Component/coreapplication_obips1/catalog/PrimaveraAnalytics

10) At the upper right of the of the Repository child tab, click Apply.

11) In the Change Center section above the tabs, click the Activate Changes link.

Clicking this link takes the deployment out of edit mode and activates the changes. A confirmation message appears.

12) Click Close to dismiss the confirmation message.

13) In the Change Center section above the tabs, click Restart To Apply Recent Changes.

Clicking this link navigates to the Overview parent tab for this OBI deployment.

14) In the System Shutdown & Startup section, directly below the Pie Chart graph showing system components status, click Restart to restart all components of this OBI deployment.

When the OBI deployment restarts, confirmation message appears.

15) Click Close to dismiss the confirmation message.

16) At the upper right of the screen, click Logout to log out of OBI Enterprise Manager.

Note: If you receive an authentication error when attempting to log into OBI 11g Analytics after deploying the catalog, it is likely due to mismatched GUIDs. This is a known issue that can occur when moving catalogs between environments. For the steps to correct this issue, see the document "How to refresh GUIDs for OBIEE 11g" (Doc ID 1564006.1) on My Oracle Support at http://support.oracle.com.

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Adding Users for Primavera Analytics with OBI 11g

When you installed and configured Primavera Data Warehouse, you added users in P6 EPPM and/or Primavera Unifier, set the account access, ran the global security service, and run the STARETL process. These steps are described in the sections "Adding P6 EPPM Users for the Primavera Data Warehouse" and "Adding Primavera Unifier Users for the Primavera Data Warehouse" in the Primavera Data Warehouse Installation and Configuration Guide.

You must add these users in Oracle Business Intelligence (OBI) in order for them to access to the Primavera Data Warehouse schema through OBI. To do this, complete the following steps:

1) Log in to the OBI WebLogic Administration Console with an account that is a member of the WebLogic Administrator group (for example, WebLogic):

http://<server>:<port>/console

where <server> is the IP address of the OBI server, <port> port is the listening port for OBI,

and /console is the default context for the OBI WebLogic Administration Console.

2) In the Domain Structure section, click Security Realm.

3) Click on the realm name in the table (for example, myrealm).

4) Click the Users and Groups tab.

5) Click the Users sub tab.

6) Click New.

7) In the Create a New User form:

a. In the Name field, enter the same username that was entered in P6 EPPM or Primavera Unifier.

b. In the Password and Confirm Password fields, enter a password.

c. Click OK.

8) Click the user you just created.

9) Select the Groups tab.

a. Move the following groups from the Available column to the Chosen column:

BIAuthors

BIConsumers

b. Click Save.

10) Repeat steps as needed for each user in P6 EPPM or <0P_ProdName_P6_Unifier> that needs to access the Primavera Data Warehouse through OBI.

11) Log out of the OBI WebLogic Administration Console.

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Importing Mobile Dashboards with OBI 11g

In addition to the sample catalog, Primavera Analytics also includes mobile dashboards developed using the Oracle Business Intelligence (OBI) Mobile App Designer. These dashboards are in HTML5 format, which means they can be opened in any modern browser or on any type of mobile device.

The following prerequisites must be met in order to use mobile dashboards:

OBI Enterprise Edition 11.1.1.9 or higher

OBI Mobile App Designer patch 18794832, which is available at http://support.oracle.com.

The steps for importing mobile dashboards vary slightly depending on the BI Publisher catalog configuration you are using (File System or OBIEE Catalog).

With OBIEE Catalog Configuration

To import mobile dashboards, complete the following steps:

1) Log in to OBI with an account that is a member of the WebLogic BIAdministrator group (for example, WebLogic):

http://<server>:<port>/analytics

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

2) At the upper right of the screen, click Catalog to open the deployed OBI catalog.

3) At the upper left of the screen, in the Catalog window, click the Shared Folders leaf node to highlight it.

4) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

5) In the Unarchive window, click Browse.

6) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\11g\catalog\mobile and select App Store.catalog.

7) Click Open to close the File Upload window and return to the Unarchive window.

8) In the Unarchive window, click the Replace text box to view the Replace options.

9) Select All in the Replace list.

10) Click the ACL text box to view the ACL options.

11) Select Inherit in the ACL list.

12) Click OK to unarchive App Store.catalog under the Shared Folder.

13) To access the dashboards from a mobile device, log in to the OBI Mobile App Store:

http://<server>:<port>/mobile/appstore

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With File System Configuration

To import mobile dashboards, complete the following steps:

1) Log in to the OBI 11g Mobile App Designer (http://<server>:<port>/mobile) with an

account that is a member of the WebLogic BIAdministrator group (for example, WebLogic).

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /mobile is the default context for

OBI Mobile App Designer.

2) At the upper right of the screen, click Catalog to open the deployed OBI catalog.

3) At the upper left of the screen, in the Catalog window, click the Shared Folders leaf node to highlight it.

4) At the lower left of the Catalog screen, in the Task section, select the Upload task option link.

5) In the Upload window, click Browse.

6) In the File Upload window, go to the <Primavera Analytics unzipped directory>1\obi\11g\catalog\mobile directory and select App Store.xdrz.

7) Click Open to close the File Upload window and return to the Upload window.

8) Leave Overwrite Existing File deselected.

9) Click Upload to upload the Oracle Primavera mobile app catalog file under the Shared Folder.

10) To access the dashboards from a mobile device, log in to the OBI Mobile App Store:

http://<server>:<port>/mobile/appstore

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Deploying the Custom Skin with OBI 11g

Primavera Analytics includes a custom skin that matches the theme used with other Primavera products. Deploying this custom skin is optional.

If you want to deploy the custom skin, complete the following steps:

1) Go to Oracle Fusion Middleware home (for example, c:\Oracle\Middleware\Oracle_Home with Windows or /u01/home/Oracle/Middleware/Oracle_Home with UNIX or Linux).

2) Create a folder named custom_skins.

3) Go to <FMW_HOME>/Oracle_BI1/bifoundation/web/msgdb/pages/common.

4) Make a copy of the signin.html and signedout.html files. Name the copies

signin.html.bak and signedout.html.bak.

5) Go to <Primavera Analytics unzipped directory>\obi\11g\custom_skin and do the following:

Copy the bicustom folder to the custom_skins folder you created earlier.

Copy the signin.html and signedout.html files to <FMW_HOME>/Oracle_BI1/bifoundation/web/msgdb/pages/common.

6) Do the following to deploy the custom skin in WebLogic:

a. Log in to the WebLogic Administration Console:

http://<server>:<port>/console

where <server> is the IP address of the server, <port> port is the listening port (by

default, 7001), and /console is the default context for the WebLogic Administration

Console.

b. In the Welcome window, log in using the user name and password that you created when you created your WebLogic domain.

c. In the Change Center pane of the Administration Console, click Lock & Edit.

d. In the Domain Structure pane, click Deployments.

e. In the Summary of Deployments pane, in the Control tab, click Install.

f. Go to the folder containing the custom skin (for example, c:\Oracle\Middleware\Oracle_Home\custom_skins\bicustom with Windows or /u01/home/Oracle/Middleware/Oracle_Home/custom_skins/bicustom with UNIX or Linux).

g. Click Next.

h. Select Install this deployment as an application.

i. Click Next.

j. If you did not use the Simple Install option to install OBIEE, select bi_cluster as the deployment target.

Note: If you used the Simple Install option, skip this step.

k. Click Next.

l. Set the name to AnalyticsRes.

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m. Select I will make the deployment accessible from the following location.

n. Click Next.

o. Select Yes, take me to the deployment's configuration screen.

p. Click Finish.

q. Click the Configuration tab.

r. In the Context Root field, enter /analyticsRes.

s. Click Save.

t. Click OK to save the deployment plan.

u. In the Change Center section above the tabs, click the Activate Changes link. A confirmation message appears.

v. Click Close.

7) Do the following to start the new application.

a. In the Domain Structure pane, click Deployments.

b. In the Deployments list, select the AnalyticsRes checkbox.

c. Click Start.

d. Select Servicing all requests.

8) Do the following to update the instanceconfig.xml file to specify the path that points to the custom skin, which can then be accessed by Presentation Services.

a. Go to <FMW_HOME>/instances/instance1/config/OracleBIPresentationServicesComponent/coreapplication_obips1.

b. Open instanceconfig.xml in a text editor.

c. Under ServerInstance, locate the UI section.

d. Replace the UI section with the following:

<UI>

<DefaultSkin>Primavera</DefaultSkin>

<DefaultStyle>Primavera</DefaultStyle>

</UI>

e. After the UI section, add a URL section with the following:

<URL>

<CustomerResourcePhysicalPath><!--BI_CUSTOM_PATH--></CustomerResourcePhysicalP

ath>

<CustomerResourceVirtualPath>/analyticsRes</CustomerResourceVirtualPath>

</URL>

where <!--BI_CUSTOM_PATH--> is the location of the bicustom folder (for example,

c:\Oracle\Middleware\Oracle_Home\custom_skins\bicustom with Windows or /u01/home/Oracle/Middleware/Oracle_Home/custom_skins/bicustom with UNIX or Linux).

9) Save the changes and close the file.

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10) Restart Presentation Services.

Beginning with Primavera Analytics 16 R1, Primavera Analytics supports Oracle Business Intelligence (OBI) 12c. OBI 12c represents a major update to the OBI platform, with enhancements across the entire platform as well as new Data Visualization and Data Mashup capabilities. Samples for the new Data Visualization component are included with Primavera Analytics 16 R1 along with upgraded versions of the same catalog and Repository Definition file (.rpd) that are provided for OBI 11g. Note that use of Data Visualization requires an additional license.

Primavera Analytics includes the PrimaveraAnalytics.bar file. This takes advantage of a key feature of OBI 12c, which is the ability to bundle the components of a OBI domain (catalog, .rpd, Application Roles) into an archive (BAR) file that can be deployed into a new or existing OBI domain. This allows for easier installation and migration between environments.

Note: You must install OBI 12c before proceeding to the following

sections.

For information about OBI 12c, see http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/overview/index.html.

Deploying Primavera Analytics to an OBI 12c Domain

This section details three methods for deploying Primavera Analytics with Oracle Business Intelligence (OBI) 12c.

Deploying Primavera Analytics to a new OBI domain

Deploying Primavera Analytics to an existing OBI domain

Deploying the Repository Definition file and catalog to an existing OBI domain

Oracle recommends the first method (Deploying Primavera Analytics to a new OBI domain), which is also the simplest method.

Configuring Primavera Analytics with OBI 12c

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Deploying Primavera Analytics to an OBI 12c Domain

If you want to deploy Primavera Analytics into a new Oracle Business Intelligence (OBI) domain, complete the following steps:

1) Go to <Primavera Analytics unzipped directory>\obi\12c\bar.

2) Copy the PrimaveraAnalytics.bar file to a local folder on your OBI server.

3) Go to <OBI_HOME>\bi\bin

where <OBI_HOME> is the path to the OBI installation directory (by default,

C:\Oracle\Middleware\Oracle_Home).

4) Run config.bat (with Windows) or config.sh (with UNIX or Linux).

5) Follow the prompts in the configuration assistant.

6) On the Initial Application page, select the Your own existing BI Application from export bundle (.jar) file option.

7) Browse to the location of the PrimaveraAnalytics.bar file you copied earlier.

8) In the Password field, enter Admin123 and click OK.

9) Follow the prompts in the configuration assistant to create the OBI domain.

10) Log in to OBI (http://<server>:<port>/analytics) with an account that is a member

of the WebLogic BIAdministrator group (for example, WebLogic).

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

11) At the upper left of the screen, in the Catalog window, toggle the view mode to Admin View.

12) At the upper right of the screen, select the Show Hidden Items option.

13) At the upper left of the screen, in the Catalog window, click the System Folders leaf node to highlight it.

14) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

15) In the Unarchive window, click Browse.

16) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\12c\catalog and select spatialmetadata.catalog.

17) Click Open to close the File Upload window and return to the Unarchive window.

18) In the Unarchive window, click the Replace text box to view the Replace options.

19) Select Force in the Replace list.

20) Click the ACL text box to view the ACL options.

21) Select Create in the ACL list.

Click OK to unarchive the spatialmetadata.catalog file under System Folders.

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Deploying Primavera Analytics to an Existing OBI 12c Domain

If you want to deploy Primavera Analytics into an existing Oracle Business Intelligence (OBI) domain, complete the following steps:

1) Do the following to shut down the OBI domain:

a. Go to <DOMAIN_HOME>\bitools\bin

where <DOMAIN_HOME> is the path to the BI domain (for example,

C:\Oracle\Middleware\Oracle_Home\user_projects\domains\bi)

b. Run stop.cmd (with Windows) or stop.sh (with UNIX or Linux).

2) Go to <Primavera Analytics unzipped directory>\obi\12c\bar.

3) Copy the PrimaveraAnalytics.bar file to a local folder on your OBI server.

4) Go to <OBI_HOME>\oracle_common\common\bin

where <OBI_HOME> is the path to the OBI installation directory (by default,

C:\Oracle\Middleware\Oracle_Home).

5) Run wlst.cmd (with Windows) or wlst.sh (with UNIX or Linux).

6) Run the following command to import the service instance:

importServiceInstance(domainHome='<DOMAIN_HOME>', serviceInstanceKey='ssi',

barLocation='<FILE_PATH>/PrimaveraAnalytics.bar',

includeCredentials='Admin123')

where <DOMAIN_HOME> is the path to the BI domain and <FILE_PATH> is the location of the

PrimaveraAnalytics.bar file you copied earlier.

7) Run the following command to exit the WebLogic Scripting Tool:

exit()

8) Go to <DOMAIN_HOME>\bitools\bin

where <DOMAIN_HOME> is the path to the OBI domain.

9) Run start.cmd (with Windows) or start.sh (with UNIX or Linux).

10) Log in to OBI (http://<server>:<port>/analytics) with an account that is a member

of the WebLogic BIAdministrator group (for example, WebLogic).

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

11) At the upper left of the screen, in the Catalog window, toggle the view mode to Admin View.

12) At the upper right of the screen, select the Show Hidden Items option.

13) At the upper left of the screen, in the Catalog window, click the System Folders leaf node to highlight it.

14) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

15) In the Unarchive window, click Browse.

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16) In the File Upload window, go to <Primavera Analytics unzipped directory>1\obi\12c\catalog and select spatialmetadata.catalog.

17) Click Open to close the File Upload window and return to the Unarchive window.

18) In the Unarchive window, click the Replace text box to view the Replace options.

19) Select Force in the Replace list.

20) Click the ACL text box to view the ACL options.

21) Select Inherit in the ACL list.

Click OK to unarchive the spatialmetadata.catalog file under the System Folders.

Deploying the Repository Definition File (.rpd) and Catalog to an Existing OBI 12c Domain

This section details how to manually deploy the Primavera Analytics catalog and Repository Definition file (.rpd) to an existing BI domain.

Deploying the Repository Definition File (.rpd) to an Existing OBI 12c Domain

To deploy the OraclePrimaveraAnalytics.rpd file to an existing BI domain, complete the following steps:

1) Go to <Primavera Analytics unzipped directory>\obi\12c\rpd.

2) Copy the OraclePrimaveraAnalytics.rpd to a local folder on your BI server folder.

3) Go to <DOMAIN_HOME>\bitools\bin\

where <DOMAIN_HOME> is the path to the BI domain (for example,

C:\Oracle\Middleware\Oracle_Home\user_projects\domains\bi)

4) Run the following command to deploy the OraclePrimaveraAnalytics.rpd file:

./data-model-cmd.sh uploadrpd –U weblogic –P <WL_PASSWORD> -I

<FILE_PATH>\OraclePrimaveraAnalytics.rpd –SI ssi –W Admin123

where <WL_PASSWORD> is the password for the WebLogic administrator and <FILE_PATH> is

the location of the OraclePrimaveraAnalytics.rpd file copied earlier.

Deploying the Primavera Analytics Catalog to an Existing OBI 12c Domain

To deploy the Primavera Analytics catalog into an existing Oracle Business Intelligences (OBI) domain, complete the following steps:

1) Log in to OBI (http://<server>:<port>/analytics) with an account that is a member

of the WebLogic BIAdministrator group (for example, WebLogic).

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

2) At the upper right of the screen, click Catalog to open the deployed OBI catalog.

3) At the upper left of the screen, in the Catalog window, click the Shared Folders leaf node to highlight it.

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4) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

5) In the Unarchive window, click Browse.

6) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\12c\catalog and select Primavera.catalog.

7) Click Open to close the File Upload window and return to the Unarchive window.

8) In the Unarchive window, click the Replace text box to view the Replace options.

9) Select All in the Replace list.

10) Click the ACL text box to view the ACL options.

11) Select Inherit in the ACL list.

12) Click OK to unarchive the Primavera.catalog file under Shared Folders.

13) At the upper left of the screen, in the Catalog window, toggle the view mode to Admin View.

14) At the upper right of the screen, select the Show Hidden Items option.

15) At the upper left of the screen, in the Catalog window, click the System Folders leaf node to highlight it.

16) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

17) In the Unarchive window, click Browse.

18) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\12c\catalog and select metadata.catalog.

19) Click Open to close the File Upload window and return to the Unarchive window.

20) In the Unarchive window, click the Replace text box to view the Replace options.

21) Select Force in the Replace list.

22) Click the ACL text box to view the ACL options.

23) Select Create in the ACL list.

24) Click OK to unarchive the metadata.catalog file under System Folders.

25) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

26) In the Unarchive window, click Browse.

27) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\12c\catalog and select spatialmetadata.catalog.

28) Click Open to close the File Upload window and return to the Unarchive window.

29) In the Unarchive window, click the Replace text box to view the Replace options.

30) Select Force in the Replace list.

31) Click the ACL text box to view the ACL options.

32) Select Create in the ACL list.

33) Click OK to unarchive the spatialmetadata.catalog file under System Folders.

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Updating the tnsnames.ora File with OBI 12c

As part of a standard installation of Oracle Business Intelligence (OBI), a file called tnsnames.ora is installed. The tnsnames.ora file is an Oracle database configuration file that contains network service names mapped either to connect descriptors for the local naming method or to listener protocol addresses. This means that the tnsnames.ora file is responsible for resolving the connection between the OBI server and any database server and instance to which OBI needs to connect, including the Primavera Data Warehouse instance and server. Therefore, the tnsnames.ora file requires an entry for the Primavera Data Warehouse schema in order to make this connection. See https://docs.oracle.com/database/121/NETRF/tnsnames.htm#NETRF007 for details on the tnsnames.ora file.

To create an entry in the OBI tnsnames.ora file for the Primavera Data Warehouse, complete the following steps on the server where OBI is installed:

1) Go to <BI Domain>\config\fmwconfig\bienv\core where <BI Domain> is the path to your OBI domain (for example, c:\Oracle\Middleware\Oracle_Home\user_projects\domains\bi).

2) Open TNSNAMES.ora in a text editor.

If tnsnames.ora does not exist, create or copy it from another location into this directory.

3) Create the following entry for the Primavera Data Warehouse connection:

<STARDW> =

(DESCRIPTION =

(ADDRESS = (PROTOCOL = TCP)(HOST = <hostname>)(PORT = <port number>))

(CONNECT_DATA =

(SERVER = DEDICATED)

(SERVICE_NAME = <Service Name>))

)

where:

<STARDW> is the net_service_name for this connection. This name can be any name you

choose. You will need this name later to configure the database connection name in the repository.

<hostname> is the IP address or name where the Primavera Data Warehouse database is

installed.

<portnumber> is the port number where the Primavera Data Warehouse database is

installed.

<ServiceName> is the service name you used when you installed the Primavera Data

Warehouse database.

4) Save tnsnames.ora and close it.

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Configuring the Primavera Analytics Repository with OBI 12c

The procedures in this section require that all of the prerequisites are completed successfully. This means that the following must be true:

Oracle Business Intelligence (OBI) is installed and running.

The Primavera Data Warehouse is installed.

The STARETL process has been run at least once (or the sample Primavera Data Warehouse is installed).

An OBI domain has been configured with the Primavera Analytics Repository Definition file (.rpd) and catalog.

The OBI server is able to connect to the Primavera Data Warehouse server and instance.

The OBI Server DSN has been configured to allow for editing the Repository Definition file (.rpd) in online mode. For information on Editing Repositories in Online Mode, see http://docs.oracle.com/middleware/1221/biee/BIEMG/planning.htm#BIEMG126.

Verifying the STARDW Alias with OBI 12c

The first step in configuring the repository in Oracle Business Intelligence (OBI) is to verify or change the database instance alias, which was previously set up within the tnsnames.ora file, for connection to the Primavera Data Warehouse.

If needed, complete the following steps to verify or change the Primavera Data Warehouse connection alias:

1) Launch the OBI Administration tool.

2) Select File, Open, Online.

3) Select the OBI server DSN for your OBI server.

4) Enter the repository password (by default, Admin123).

5) Enter the WebLogic administrator username and password.

6) With the repository open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_DSN in the Name column.

9) In the Static Repository Variable – DW_DSN window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'STARDW' value to the correct alias for the Primavera Data Warehouse instance. Be sure to enter single quotation marks (') around the alias.

Note: This name should correspond to the name used in the tnsnames.ora file to identify the Primavera Data Warehouse database. See Updating the tnsnames.ora File with OBI 12c (on page 35) for details.

10) Select OK to close the Static Repository Variable – DW_DSN window.

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11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save the repository.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration tool and continue to the next topic.

Verifying the Primavera Data Warehouse Schema Owner with OBI 12c

The second step in configuring the repository in Oracle Business Intelligence (OBI) is to verify or change the database schema owner, which was configured during the installation of Primavera Data Warehouse. See the Primavera Data Warehouse Installation and Configuration Guide for details.

Note: If you are already logged into the OBI Administration tool, skip steps 1 through 5 of this procedure.

Complete the following steps to verify or change the Primavera Data Warehouse schema owner:

1) Launch the OBI Administration tool.

2) Select File, Open, Online.

3) Select the OBI server DSN for your OBI server.

4) Enter the repository password (by default, Admin123).

5) Enter the WebLogic administrator username and password.

6) With the repository open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_USERNAME in the Name column.

9) In the Static Repository Variable – DW_USERNAME window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'staruser' value to the schema owner for the Primavera Data Warehouse instance. Be sure to enter single quotation marks (') around the value.

10) Select OK to close the Static Repository Variable – DW_USERNAME window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save the repository.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration tool and continue to the next topic.

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Updating the Primavera Analytics Repository with the Primavera Data Warehouse Schema Owner Password with OBI 12c

The third step in configuring the repository in Oracle Business Intelligence (OBI) is to enter the Primavera Data Warehouse database schema owner password.

Note: If you are already logged into the OBI Administration tool, skip steps 1 through 5 of this procedure.

Complete the following steps to enter the Primavera Data Warehouse schema owner password:

1) Launch the OBI Administration tool.

2) Select File, Open, Online.

3) Select the OBI server DSN for your OBI server.

4) Enter the repository password (by default, Admin123).

5) Enter the WebLogic administrator username and password.

6) With the repository open, do the following to update the password:

a. In the Physical section on the right, right-click the physical connection source (by default, Oracle Primavera P6 Data Warehouse) and select Properties.

b. Select the Connection Pools tab.

c. Double-click the Oracle Primavera P6 Data Warehouse Connection Pool.

d. On the General tab, on the same row as username, enter the password for the Primavera Data Warehouse schema owner.

e. Click OK and re-enter the password to confirm the change.

f. Click OK to close the Connection Pool - Oracle Primavera P6 Data Warehouse Connection Pool window.

g. Select File, Save to save the repository.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration application and continue to the next topic.

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Updating the Primavera Analytics Repository for P6 EPPM URL Links with OBI 12c

The fourth step in configuring the repository in Oracle Business Intelligence (OBI) is to change the P6 EPPM URL links. This step is only required if you are using P6 EPPM. If you are not using P6 EPPM, you can skip this section. These links allow OBI users to navigate from an OBI analysis to P6 EPPM.

Note: If you are already logged into the OBI Administration tool, skip steps 1 through 5 of this procedure.

Complete the following steps to verify or change the Primavera Data Warehouse schema owner:

1) Launch the OBI Administration tool.

2) Select File, Open, Online.

3) Select the OBI server DSN for your OBI server.

4) Enter the repository password (by default, Admin123).

5) Enter the WebLogic administrator username and password.

6) With the repository open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_P6_LINK_BASE_URL in the Name column.

9) In the Static Repository Variable – DW_P6_LINK_BASE_URL window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'http://<localhost>:<8080>/p6' value with the correct base URL for your P6 EPPM deployment. Be sure to enter single quotation marks (') around the value.

where <localhost> is replaced with the server name or IP Address of your organizations P6 EPPM deployment, <8080> is replaced with the server listening port for your organizations P6 EPPM deployment, and </p6> is the name of the deployment of P6 EPPM.

10) Select OK to close the Static Repository Variable – DW_P6_LINK_BASE_URL window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save the repository.

Note: If you are prompted to check file consistency, click No.

Remain in the OBI Administration application and continue to the next topic.

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Updating the Primavera Analytics Repository for Primavera Unifier URL Links with OBI 12c

The fifth step in configuring the repository in Oracle Business Intelligence (OBI) is to change the Primavera Unifier URL links. This step is only required if you are using Primavera Unifier. If you are not using Primavera Unifier, you can skip this procedure. These links allow OBI users to navigate from an OBI analysis to Primavera Unifier.

Note: If you are already logged into the OBI Administration tool, skip steps 1 through 5 in this procedure.

Complete the following steps to verify or change the Primavera Data Warehouse schema owner:

1) Launch the OBI Administration tool.

2) Select File, Open, Online.

3) Select the OBI server DSN for your OBI server.

4) Enter the repository password (by default, Admin123).

5) Enter the WebLogic administrator username and password.

6) With the repository open, select Manage, Variables.

7) In the Variables Manager window, on the left pane, select Repository, Variables, Static to modify the static repository variable.

8) On the right pane, double-click the line with DW_UNIFIER_LINK_BASE_URL in the Name column.

9) In the Static Repository Variable – DW_UNIFIER_LINK_BASE_URL window:

a. In the Type section, set the Type option to Static.

b. In the Default Initializer field, change the 'http://<localhost>:<8080>/<bluedoor>' value with the correct base URL for your Primavera Unifier deployment. Be sure to enter single quotation marks (') around the value.

where <localhost> is replaced with the server name or IP Address of your organizations Primavera Unifier deployment, <8080> is replaced with the server listening port for your organizations Primavera Unifier deployment, and </bluedoor> is the name of the deployment of Primavera Unifier.

10) Select OK to close the Static Repository Variable – DW_UNIFIER_LINK_BASE_URL window.

11) In the Variable Manager window, select Action, Close to close the Variable Manager window.

12) Select File, Save to save the repository.

Note: If you are prompted to check file consistency, click No.

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Reload Files and Metadata with OBI 12c

At this point, you have completed configuring the Oracle Business Intelligence (OBI) repository in online mode, and you must reload the files and metadata for the OBI Server. To do this, complete the following steps:

1) Log in to OBI (http://<server>:<port>/analytics) with an account that is a member

of the WebLogic BIAdministrator group (for example, WebLogic).

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

2) At the upper right of the screen, click Administration .

3) Under Maintenance and Troubleshooting, click Reload Files and Metadata.

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Adding Users for Primavera Analytics with OBI 12c

When you installed and configured Primavera Data Warehouse, you added users in P6 EPPM and/or Primavera Unifier, set the account access, ran the global security service, and run the STARETL process. These steps are described in the sections "Adding P6 EPPM Users for the Primavera Data Warehouse" and "Adding Primavera Unifier Users for the Primavera Data Warehouse" in the Primavera Data Warehouse Installation and Configuration Guide.

You must add these users in Oracle Business Intelligence (OBI) in order for them to access to the Primavera Data Warehouse schema through OBI. To do this, complete the following steps:

1) Log in to the OBI Enterprise Manager URL with an account that is a member of the WebLogic Administrator group (for example, weblogic):

(http://<server>:<port>/em)

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /em is the default context for OBI

Enterprise Manager.

2) At the upper right of the screen, click WebLogic Domain to expand the menu.

3) Click Security, then click Users and Groups.

4) On the Users tab, click Create.

5) In the Create a New User form:

a. In the Name field, enter the same username that was entered in P6 EPPM or Primavera Unifier.

b. In the Password and Confirm Password fields, enter a password.

c. Click OK.

6) At the upper right of the screen, click WebLogic Domain to expand the menu.

7) Click Security, then click Application Roles.

8) From the Application Stripe drop-down menu, select obi.

9) Click the search button next to the Role Name text box.

10) From the table, click the row of the appropriate Role Name for the user (for example: BIConsumer, BIContentAuthor, or BIServiceAdminstrator).

11) With the Role Name selected, click Edit.

12) In the Members section, click Add.

13) In the Add Principal form:

a. From the Type drop-down menu, select User.

b. Enter the user’s name into the Principal Name text box, and then click the search button next to the Display Name text box.

c. Click on the row for the user in the Searched Principal table.

d. Click OK.

14) Repeat steps as needed for each P6 EPPM or Primavera Unifier user account that needs to access the Primavera Data Warehouse through OBI.

15) Log out of the OBI Enterprise Manager.

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Importing Mobile Dashboards with OBI 12c

In addition to the sample catalog, Primavera Analytics also includes mobile dashboards developed using the Oracle Business Intelligence (OBI) Mobile App Designer. These dashboards are in HTML5 format, which means they can be opened in any modern browser or on any type of mobile device.

The following prerequisites must be met in order to use mobile dashboards:

OBI Enterprise Edition 11.1.1.9 or higher

OBI Mobile App Designer patch 18794832, which is available at http://support.oracle.com.

To import mobile dashboards, complete the following steps:

1) Log in to OBI with an account that is a member of the WebLogic BIAdministrator group (for example, WebLogic):

http://<server>:<port>/analytics

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

2) At the upper right of the screen, click Catalog to open the deployed OBI catalog.

3) At the upper left of the screen, in the Catalog window, click the Shared Folders leaf node to highlight it.

4) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

5) In the Unarchive window, click Browse.

6) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\12c\catalog and select App Store.catalog.

7) Click Open to close the File Upload window and return to the Unarchive window.

8) In the Unarchive window, click the Replace text box to view the Replace options.

9) Select All in the Replace list.

10) Click the ACL text box to view the ACL options.

11) Select Inherit in the ACL list.

12) Click OK to unarchive App Store.catalog under the Shared Folders.

13) To access the dashboards from a mobile device, log in to the OBI Mobile App Store at

http://<server>:<port>/mobile/appstore.

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Importing Data Visualization Samples with OBI 12c

Data Visualization, a separately licensed component of Oracle Business Intelligence (OBI) 12c, combines a new content creation UI with the ability to upload and join external data to existing Primavera Analytics sources (P6 EPPM and <0P_ProdName_P6_Unifier>). Primavera Analytics includes sample projects that demonstrate some of the capabilities of Data Visualizer.

The following prerequisites must be met in order to use the Data Visualization samples:

Oracle Business Intelligence Enterprise Edition 12.2.1.0.0 or higher

The Data Visualization component of OBI 12c

To import the Data Visualization samples into OBI 12c, complete the following steps:

1) Log in to OBI with an account that is a member of the WebLogic BIAdministrator group (for example, WebLogic):

http://<server>:<port>/analytics

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

2) At the upper right of the screen, click Catalog to open the deployed OBI catalog.

3) At the upper left of the screen, in the Catalog window, click the Shared Folders leaf node to highlight it.

4) At the lower left of the Catalog screen, in the Task section, select the Unarchive task option link.

5) In the Unarchive window, click Browse.

6) In the File Upload window, go to <Primavera Analytics unzipped directory>\obi\12c\catalog\dv_samples and select DV Samples.catalog.

7) Click Open to close the File Upload window and return to the Unarchive window.

8) In the Unarchive window, click the Replace text box to view the Replace options.

9) Select All in the Replace list.

10) Click the ACL text box to view the ACL options.

11) Select Inherit in the ACL list.

12) Click OK to unarchive DV Samples.catalog under the Shared Folders.

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Importing the Data Mashup Sample Spreadsheet

One of the sample Data Visualization projects demonstrates the Data Mashup capabilities of Oracle Business Intelligence (OBI) 12c. In order to use this sample, upload an additional data file for use as a data source.

Note: This Data Mashup sample is designed specifically to work with the sample Primavera Data Warehouse schema and is for demonstration purposes only.

To upload the Data Mashup sample spreadsheet, complete the following steps:

1) Log in to OBI with an account that is a member of the WebLogic BIAdministrator group (for example, WebLogic):

http://<server>:<port>/va

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /va is the default context for the

Data Visualization component of OBI 12c..

2) At the top of the screen, click the Data Sources icon.

3) At the upper right of the screen, click Add XSA.

4) Click Select File.

5) Go to <Primavera Analytics unzipped directory>\obi\12c\catalog\dv.

6) Select sample_wo_list.xlsx.

7) In the Upload a File form, click Add XSA.

8) At the top of the screen, click the Home icon.

9) At the left of the screen, under the Display menu, click VA Projects.

10) Click the Data Mashup Example VA Project.

11) At the upper left of the screen, click the Data Sources icon.

12) At the lower left of the screen, click Source Diagram.

13) In the pop-up window, click on the circle in the middle of the line linking the Primavera – Activity subject area and the sample_wo_list data sources.

14) In the Connect Sources form:

a. Leave the This connection will set to Extend a Dimension.

b. Click Add Another Match.

c. Under Primavera – Activity, click the Select Column drop-down menu.

d. Click the Activity folder to expand it

e. Click the General – (Activity) sub-folder to expand it.

f. Select the Activity ID column.

g. Click OK to connect the data sources.

15) At the top right of the screen, click the Canvas Settings icon and select Refresh Data.

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You can upgrade the Primavera Analytics Repository Definition (.rpd) file and sample catalog from release 3.3, release 3.4, or version 15 to Primavera Analytics 16 R1. This allows the new content available in Primavera Analytics 16 R1 to be installed while preserving any custom changes you may have made to your existing the earlier catalog or Repository Definition (.rpd) file. To upgrade the Primavera Analytics Repository Definition (.rpd) file and the Oracle Business Intelligence (OBI) catalog, complete the procedures in this section.

Note: You must upgrade your Primavera Data Warehouse schema and Primavera Analytics Repository Definition file (.rpd) to Primavera Analytics 16 R1 before importing the Primavera Analytics 16 R1 sample catalog.

Upgrading to Primavera Analytics 16 R1 from Release 3.3, Release 3.4, or Version 15

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Updating Catalog Objects for OBI

Complete the following steps to update the underlying XML of the catalog objects:

1) Log in to Oracle Business Intelligence (OBI) URL with an account that is a member of the WebLogic BIAdministrator group (for example, WebLogic):

http://<server>:<port>/analytics

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /analytics is the default context

for OBI.

2) At the upper right of the screen, click Catalog to open the deployed OBI catalog.

3) Locate the folder called Apps Library under Shared Folders.

4) Do the following to rename the Apps Library directory to App Store.

a. Select the Apps Library folder and click the Rename task option from the task section below.

b. In the Rename dialog box, change the name to App Store.

c. Click OK.

5) At the top right of the screen, click Administration.

6) Under Maintenance and Troubleshooting, click Scan and Update Catalog Objects That Require Updates.

7) Click the Update Catalog Objects link.

8) Wait for the scan and update process to complete.

9) When the process completes, click the Sign Out menu option at the upper right of the screen to sign out of OBI.

Upgrading the OBI Catalog to Primavera Analytics 16 R1

To upgrade the Primavera Analytics sample catalog from release 3.3, release 3.4, or version 15 to Primavera Analytics 16 R1, complete the following steps on the server where Oracle Business Intelligence (OBI) is installed.

1) Go to the <Primavera Analytics unzipped directory>1\obi\catalog directory.

2) Copy metadata.zip and spatialmetatada.zip to a local folder and unzip the contents.

3) Go to the <OBI catalog>\root\system\metadata directory.

For example:

C:\Oracle\Middleware\instances\instance1\bifoundation\OracleBIPresentationServ

icesComponent\coreapplication_obips1\catalog\PrimaveraAnalytics\root\system\me

tadata

4) Back up any existing files in this directory. Once the backup is complete, copy the files extracted from metadata.zip into this folder.

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5) Go to the <OBI catalog>\root\system\spatialmetadata directory.

For example:

C:\Oracle\Middleware\instances\instance1\bifoundation\OracleBIPresentationServ

icesComponent\coreapplication_obips1\catalog\PrimaveraAnalytics\root\system\sp

atialmetadata

6) Back up the existing files in this directory. Once the backup is complete, copy the files extracted from spatialmetatada.zip into this folder.

7) Log in to OBI with an account that is a member of the WebLogic BIAdministrator group (for example, WebLogic):

http://<server>:<port>/analytics

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and //analytics is the default context

for OBI.

8) At the upper right side of the screen, click the Catalog link. This will open the deployed OBI catalog.

9) At the upper left side of the screen, in the Catalog window, click the Shared Folders leaf node to highlight it.

10) At the lower left side of the Catalog screen, in the Task section, select the Unarchive task option link.

11) In the Unarchive window, click Browse.

12) In the File Upload window, go to the <Primavera Analytics unzipped directory>1\obi\catalog directory and select PrimaveraUpgrade.catalog.

13) Click Open to close the File Upload window and return to the Unarchive window.

14) In the Unarchive window, click in the text box next to the Replace to view the Replace options. Select All in the Replace list.

15) Click in the text box next to the ACL to view the ACL options. Select Inherit in the ACL list.

16) Click OK to unarchive the Primavera Upgrade catalog file under the Shared Folder.

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Upgrading the Repository Definition File (.rpd) to Primavera Analytics 16 R1

To upgrade the Primavera Analytics Repository Definition file (.rpd) from release 3.3, release 3.4, or version 15 to Primavera Analytics 16 R1, complete the following steps on the server where Oracle Business Intelligence (OBI) is installed:

1) Go to the <Primavera Analytics unzipped directory>1\obi\rpd\obi7\rpd directory.

2) Copy the patch XML files to a local folder on the server where you installed OBI.

Note: If you are upgrading from a release prior to 15 R1, you must apply each patch sequentially. For example, if you are upgrading from release 3.4 to 15 R1 you need both the OraclePrimaveraAnalytics_34_to_151_patch.xml and OraclePrimaveraAnalytics_151_to_161_patch.xml files. If upgrading

from release 3.3, you need all of the patch files.

3) Open a terminal or command prompt window and go to your OBI server installation folder.

For example:

$ORACLE_INSTANCE/instances/Instance1/bifoundation/OracleBIApplication/coreappl

ication/setup

4) Run bi-init.cmd (with Windows) or bi-init.sh (with UNIX or Linux).

5) Verify that bi-init set the correct path by running echo %ORACLE_HOME% (with Windows)

echo $ORACLE_HOME (with UNIX or Linux).

The output should look similar to the following:

C:\Oracle\Middleware\Oracle_BI1

6) Run the following command in the terminal or command prompt to patch the existing Repository Definition file:

biserverxmlexec –P <repository password> -I <path to patch file> -B <base

repository pathname> -O <output repository path name>

For example:

biserverxmlexec –P Admin123 –I

C:\temp\OraclePrimaveraAnalytics_15134_to_1512_patch.xml –B

$ORACLE_INSTANCE/instances/instance1/bifoundation/OracleBIServerComponent/core

application_obis1/repository/OraclePrimaveraAnalytics_BI0001.rpd –O

C:\temp\OraclePrimaveraAnalytics.rpd

Note: After you run this command, a new Repository Definition file is

created in the location specified with the -O parameter. This is the file that

gets deployed with the rest of this procedure.

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7) Log in to the OBI Enterprise Manager URL with an account that is a member of the WebLogic Administrator group (for example, weblogic):

http://<server>:<port>/em

where <server> is the server name or IP address of the server where OBI is installed and

running, <port> is the listening port number for OBI, and /em is the default context for OBI

Enterprise Manager.

8) Upon logging into OBI Enterprise Manager, the left side of the screen will show the Target Navigation Tree. Click the arrow icon next to the leaf node called Business Intelligence to expand this folder.

9) With the Business Intelligence leaf node expanded, the coreapplication hyperlink should appear below the leaf node.

10) Click the coreapplication hyperlink. This will display on the right portion of the screen with the properties and available configuration options for this deployment of OBI.

11) The right side of the screen is organized in a parent/child tab based display. This means for each parent tab that has the focus, a set of child tabs will be available. Click the Deployment parent tab, then click the Repository child tab.

12) In the Change Center section above the tabs, click the Lock and Edit Configuration link. Clicking this link allows the fields in this deployment to be edited. A confirmation message will appear saying the lock and edit command completed successfully. Click Close on this confirmation window.

13) In the Upload BI Server Repository section, click Browse. This will launch a file browser window to select a Repository Definition file (.rpd) to upload.

14) Go to the directory that contains the modified OraclePrimaveraAnalytics.rpd file.

15) Select the modified OraclePrimaveraAnalytics.rpd file so that it is highlighted and click Open.

16) The file name will appear next to the Browse button and the focus will be in the Repository Password field. Enter the OraclePrimaveraAnalytics.rpd password (by default, Admin123).

17) In the Confirm Password field, re-enter the OraclePrimaveraAnalytics.rpd password.

18) At the upper right of the Repository child tab, click Apply.

19) In the Change Center section above the tabs, click the Activate Changes link. A confirmation message appears.

20) Click Close.

21) In the Change Center section above the tabs, click the Restart To Apply Recent Changes link. Clicking this link navigates to the Overview parent tab for this OBI deployment.

22) In the System Shutdown & Startup section, directly below the Pie Chart graph showing system components status, click Restart to restart all components of this OBI deployment. When the OBI deployment restarts, a message appears.

23) Click Close to close the message.

24) Click the Logout hyperlink (located in the upper right of the screen directly below the browser toolbar) to log out of OBI Enterprise Manager.

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In This Section

Where to Get Documentation .................................................................................. 51 Where to Get Training ............................................................................................. 52 Where to Get Support ............................................................................................. 52

Where to Get Documentation

Complete documentation libraries for Primavera Analytics releases are available on the Oracle Technology Network (OTN) at:

http://www.oracle.com/technetwork/documentation/default-1555811.html

From this location you can either view libraries online or download them to have local copies. Oracle recommends that you view the libraries online from OTN to ensure you always access the latest versions, including critical corrections and enhancements.

The documentation assumes a standard setup of the product, with full access rights to all features and functions.

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

For More Information

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Where to Get Training

To access comprehensive training for all Primavera products, go to:

http://education.oracle.com

Oracle Learning Library

The Oracle Learning Library (OLL) provides online learning content covering Primavera products. Content includes videos, tutorials, articles, demos, step-by-step instructions to accomplish specific tasks, and self-paced interactive learning modules.

To access the learning library’s Primavera content, go to:

http://www.oracle.com/oll/primavera

Where to Get Support

If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help, go to http://support.oracle.com. This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

Using Primavera's Support Resource Centers

Primavera’s Support Resource Center provides links to important support and product information. Primavera's Product Information Centers (PICs) organize documents found on My Oracle Support (MOS), providing quick access to product and version specific information such as important knowledge documents, Release Value Propositions, and Oracle University training. PICs also offer documentation on Lifetime Management, from planning to installs, upgrades, and maintenance.

Visit https://support.oracle.com/epmos/faces/DocumentDisplay?id=1486951.1 to access links to all of the current PICs.

PICs also provide access to:

Communities which are moderated by Oracle providing a place for collaboration among industry peers to share best practices.

News from our development and strategy groups.

Education via a list of available Primavera product trainings through Oracle University. The Oracle Advisor Webcast program brings interactive expertise straight to the desktop using Oracle Web Conferencing technology. This capability brings you and Oracle experts together to access information about support services, products, technologies, best practices, and more.

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Creating a Service Request

Primavera Analytics and the Primavera Data Warehouse integrate with different Oracle applications; when you create a Service Request, be sure to open the request with the proper Support team. To ensure you reach the proper Support team, enter the correct product information when you create the Service Request. Each product has its own support line.

Use the Primavera Analytics or Primavera Data Warehouse support line when you are having installation, configuration, connection, or application issues related to Primavera Analytics or the Primavera Data Warehouse.

Use one of the following support lines when you are having installation or configuration issues that are not related to Primavera Analytics or the Primavera Data Warehouse:

Oracle WebLogic Server

Oracle Server

BI Publisher

Oracle WebCenter Content

Oracle Access Manager

Keeping Your Software Up to Date

To ensure you have the latest versions of your products, be sure to download and install all available patch sets from http://support.oracle.com.

Finding Security-related Patches

To get the latest information about Critical Patch Updates, visit http://www.oracle.com/technetwork/topics/security/alerts-086861.html.

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Oracle Primavera Analytics Installation and Configuration Guide

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