obiee integration with oracle apps

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This document helps you on how to integrate Oracle Apps with OBIEE

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Oracle E-Business Suite (Oracle Apps) Oracle Business Intelligence Enterprise Edition (OBIEE) 11g Integration:

Integration of OBIEE with Oracle EBS

Oracle Business Intelligence Enterprise Edition (OBIEE) 11g - Oracle E-Business Suite (Oracle Apps) IntegrationThis document details about the steps required to integrate Oracle BI Applications (7.9.6.3) with Oracle E-Business Suite Applications R12 in the following ways. Single Sign-On first into Oracle E-Business Suite R12.1.3 and have that authentication passed through to Oracle BI EE 11g.

Embed links to OBIEE 11g dashboard/answers in Oracle E-Business Suite pages.

Create Action Links within Oracle BI EE 11g reports and dashboards that take you back into Oracle E-Business Suite in context.

Activate Sign-Out Link within Oracle BI EE 11g that take you back into Sign-In page of your choice (Oracle E-Business Suite or Oracle BI EE).To achieve this we need to fulfill the below steps.

1. Embedding Link to Navigate (EBS to OBIEE)

Create Function

Create Menu

Assign Menu to a Responsibility

Assign Responsibility to Users

Setting up the Profile

2. Modifying the OBIEE Repository File (RPD)

Setup the Connection Pool

Setup the Initialization Block

3. Modifying the OBIEE Configuration Files (XML Files)

Modify Authenticationschemas.xml

Modify Instanceconfig.xml

Modify Actionframeworkconfig.xml

4. Creating Application Roles

Create Application Role in EM

Assign Access to New Application Role

5. Assign privileges to Catalog / Subject Areas

Assign Privileges to Dashboards & Answers

Assign Permission to Catalog Components

Assign Permissions to Presentation Subject Areas

6. Embedding Link to navigate Back (OBIEE to EBS) Action Link to EBS Form

Passing Context to EBS Forms

SignOut and SingIn1.) Embedding Link to Navigate (EBS to OBIEE):

To embed a link in Oracle E-Business Suite that opens Oracle Business Intelligence dashboards/answers, you need to create a form functions, menu and responsibility.First login to Oracle E-Business Suite with the System Administrator credentials as shown below.

Creating Function:

Then, select the System Administrator responsibility from the Main Menu which is on the left, drill to Application.

The available menus appear in the Application are

Function, Menu, Administer Folder, Currency, Network Testetc.

Please select Function from the Application Menu, the Form Functions dialog will appear.

In the Description tab of the form,

Enter the name of the Function for the Function Field

Example: OBIEE-DASHBOARD

OBIEE-ANSWERS

Enter the User Function Name

Example: OBIEE Dashboard, OBIEE Answers

Give the Description in the Description Field

Save the changes by using Save Button from the toolbar.

In the Properties tab of the Form Function, Specify the type as SSWA jsp function for both the Functions.

In the Web HTML tab of the Form Function,

For the HTML Call, enter one of the following optionsTo link to answers, enter OracleOasis.jsp?mode=OBIEE&function=Answers

To link to dashboards, enter OracleOasis.jsp?mode=OBIEE&function=DashboardSave the changes using Save Button on the toolbar.

Create Menu:From the Application menu, select Menu. The Menus dialog appears.

Enter the name of the MenuExample: OBIEE

Enter a User Menu Name

Example: OBIEE

For Function, enter the name of the functions created in the previous section.

i.e. OBIEE-DASHBOARD and OBIEE-ANSWERS

Save the changes using the Save Button on the toolbar, and then close the Menus dialog.

Assign Menu to a Responsibility:You can create a new responsibility or an existing responsibility can be used. Below steps shows how to create a new responsibility.From the Security Menu, Click on Responsibility and select Define.

Enter the name of the responsibility (OBIEE-Financials).

Select the application for which the responsibility is being created.

Specify a unique Responsibility Key (OBIEE-Financials).

For Available Form, Select Oracle Self Service Web Applications.

For Data Group, enter Standard for Name and re-enter the application name for Application.

For Menu, enter the name of the menu you created in the previous section (OBIEE).

Save you changes using the Save button on the toolbar, and then close the responsibilities dialog.

Repeat same steps given above to create another responsibility name (OBIEE-Projects).

Assign Responsibility to Users:You can create a new user or an existing user can be used. Below steps shows how to create a new user.

From the Security Menu, Click on User and then Select Define.

Enter the name of the user.

Specify the responsibilities that this user will have access to. (OBIEE-Financials or OBIEE-Projects).

Save you changes using the Save button on the toolbar, and then close the Users dialog.

Setting up the Profile: Click on Profile and then select System Profile.

Select Responsibility and then enter the name of the responsibility which you created earlier (OBIEE-Financials). Enter %Business Intelligence% in the Profile field

Click Find.On the resulting screen, specify the Oracle Business Intelligence URL.Have a look on below screen that has example URL as:

http://my_server.domain.com:port (http://otap1.lahd.pola:9704)

For port, enter the Web server port where Oracle Business Intelligence is running (for example, 9704).

Save your changes using the save button on the toolbar.

Repeat same steps given above for another responsibility name: OBIEE-Projects.

Save your changes using the save button on the toolbar.2.) Modifying the OBIEE Repository File (RPD):You have to modify OBIEE repository file (rpd) for EBS-OBIEE integration. If you have implemented BI Application, all required variables, connections pools will already be there for you. If not, you need to create them manually using this document as an example.Set up the Connection Pools: In the Oracle BI Administration tool, open the RPD in offline mode.

In physical layer, select the Oracle EBS OLTP Initblocks Connection Pool.

On the Connection Scripts tab, the value of Execute on Connect property should be as follow.

Call /* valueof(NQ_SESSION.ACF) */ APP_SESSION.validate_icx_session(valueof(NQ_SESSION.ICX_SESSION_COOKIE))

Set up the Initialization Block: Open the RPD.

From Menu Bar, select Manage ( Variables ( Initialization Block.

Check whether the Initialization Block EBS Security Context exists or not.

If not, please follow steps a - j mentioned below.

If it exists, please skip steps (a) and (b) below, start with (c.) and verify that the settings for this initialization block is similar to as mentioned here:

a) From the Action menu, select new and then select New, then Session and then Initialization Block.

b) Enter/Select the name of the initialization block EBS Security Context.

c) If Initialization Block EBS Security Context is disabled, Right click on it and select Enable.

d) For default Initialization string enter the following.

Select

FND_GLOBAL.RESP_ID,

FND_GLOBAL.RESP_APPL_ID,

FND_GLOBAL.SECURITY_GROUP_ID,

FND_GLOBAL.RESP_NAME,

FND_GLOBAL.USER_ID,

FND_GLOBAL.EMPLOYEE_ID,

FND_GLOBAL.USER_NAME,

FND_GLOBAL.RESP_NAME from dual

e) For Connection Pool, Click Browse and select the Oracle EBS OLTP Initblocks Connection Pool.f) Click Ok.

g) Click Edit Target Data.

h) Create the following Session Variables (In the same order).

OLTP_EBS_RESP_ID

OLTP_EBS_RESP_APPL_ID

OLTP_EBS_SEC_GROUP_ID

OLTP_EBS_RESP_NAME

OLTP_EBS_USER_ID

OLTP_EBS_EMPLOYEE_ID

USER

ROLESNote: To add variable User and Roles, follow the below steps.

First, delete the existing session variable USER and existing target variable OLTP_EBS_USER under EBS Security Context Edit Target Data.

Then Create new Session Variables for USER and ROLES using New Button.

If the Admin Tool prompted for USER Session Variable has special purpose. Are you sure want to use this name ? then click Yes.

i) Click Ok.

j) Enable Required for Authentication checkbox.

k) Click Ok.

Note: If Initialization Block is disabled, to enable it right-click and select Enable.

Finally, the Initialization Block should look like as given below.

Session variables should look like as below.

3.) Modifying OBIEE Configuration Files (xml):You need to modify few OBIEE configuration files to enable EBS OBIEE integration for user security.

After making the changes in all XML configuration files, we need to Restart Oracle Business Intelligence Services.Modifying Authenticationschemas.xml:

This file can be found on server at: ORACLE_HOME/bifoundation/web/display Open the file authenticationschemas.xml for editing.

Find the following element in the file: