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Oracle E-Business Suite - Oracle Business Intelligence Enterprise Edition 11g Integration
By: Arun Chaturvedi, Business Intelligence Architect & Phani Kottapalli, Technical Architect AST Corporation November 19, 2012
1755 Park Street, Suite 100 | Naperville, Illinois 60563 | 1.888.278.0002 | www.astcorporation.com
Contents
ABSTRACT...............................................................................1 PURPOSE............................................................................... 1 PREREQUISITESANDASSUMPTIONS .....................................1 EMBEDDINGLINKTONAVIGATE(EBSTOOBIEE).....................2 CREATEFUNCTION................................................................2 CREATEMENU....................................................................... 4 ASSIGNMENUTOARESPONSIBILITY....................................5 ASSIGNRESPONSIBILITYTOUSERS.......................................7 SETTINGUPTHEPROFILE......................................................8 MODIFYINGTHEOBIEEREPOSITORYFILE(RPD)....................11 SETUPTHECONNECTIONPOOLS........................................11 SETUPTHEINITIALIZATIONBLOCK......................................11 MODIFYINGOBIEECONFIGURATIONFILES(XML)..................16 MODIFYAUTHENTICATIONSCHEMAS.XML.........................16 MODIFYINSTANCECONFIG.XML.........................................18 MODIFYACTIONFRAMEWORKCONFIG.XML.......................19 CREATINGAPPLICATIONROLES.............................................22 CREATEAPPLICATIONROLEINEM......................................22 ASSIGNACCESSTONEWAPPLICATIONROLE.....................24 ASSIGNPRIVILEGESTOCATALOG/SUBJECTAREAACCESS.....25 ASSIGNPRIVILEGESTODASHBOARDS&ANSWERS............25 ASSIGNPERMISSIONSTOCATALOGCOMPONENTS...........27 ASSIGNPERMISSIONSTOPRESENTATIONSUBJECTAREAS 28 EMBEDDINGLINKTONAVIGATEBACK(OBIEETOEBS)..........31 ACTIONLINKTOEBSFORM.................................................31 PASSINGCONTEXTTOEBSFORMS.....................................31 SIGNOUTANDSIGNIN .......................................................33 TROUBLESHOOTING&TIPS...................................................35 COOKIEFORINTEGRATION.................................................35 VERIFYVARIABLEVALUESFORINTEGRATION....................35 CONNECTIONPOOLANDUSEOFVARIABLES.....................36 VERIFYAPPLICATIONROLESBEINGPASSES........................36 REFERENCES ..........................................................................38 ORACLEDOCUMENTATION.................................................38
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Abstract
P URPOSE
What if you want to use users defined in your Oracle E-Business Suite for login and use Oracle Business EE/BI Applications? They can login into EBS using their username/password and navigate to OBIEE so they do not have to remember two usernames and passwords separately. This document details the steps required to integrate Oracle BI Applications (7.9.6.3) with Oracle EBusiness Suite Applications R12.1.3 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 Oracle BI EE 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)
For Oracle EBS R12, there are no pre-requisite patches required since base R12 has all the functionality that OBIEE leverages, namely the OBIEE profile is defined in b5869360.ldt, OracleOasis.jsp and APP_SESSION package which are in base R12. Please make backup of all files before making changes (i.e. repository, configuration files, catalog etc.) As an example: o o o We will create two responsibilities in EBS (OBIEE-Financials & OBIEE-Projects) and users will have access to Financial Analytics or Project Analytics based on these responsibilities. OBIEE-Financials: This application role will have access to only Finance Analytics (Dashboard and Subject Areas) OBIEE-Projects: This application role will have access to only Project Analytics (Dashboard and Subject Areas)
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C REATE F UNCTION
From the Application menu, select Function. The Form Functions dialog appears.
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In Description tab of Form Function: Enter the name of the function in the Function Field Enter the User Function Name Enter a description Save your changes using the Save button on the toolbar
In Properties tab of Form Function: Specify the Type as SSWA jsp function
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In Web HTML tab of Form Function: For the HTML Call, enter one of the following options:
To link to answers, enter OracleOasis.jsp?mode=OBIEE&function=Answers To link to dashboards, enter OracleOasis.jsp?mode=OBIEE&function=Dashboard
C REATE M ENU
From the Application menu, select Menu. The Menus dialog appears.
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Enter the name of the Menu Enter a User Menu Name For Function, enter the name of the function(s) created in the previous section (i.e. OBIEE-DASBOARD and OBIEE-ANSWERS) Save you changes using the Save button on the toolbar, and then close the Menus dialog.
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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: OBIEEProjects
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Save you changes using the Save button on the toolbar, and then close the Users dialog.
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Click Find
On the resulting screen, specify the Oracle Business Intelligence URL. For example:
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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
Note: The BI URL should be the fully qualified hostname including the domain name. It shouldnt be an IP Address.
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call/*valueof(NQ_SESSION.ACF)*/APP_SESSION.validate_icx_session(valueof(NQ_SESSION.ICX_SESSION_COOKIE))
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_NAMEfromdual e. For Connection Pool, Click Browse and select the Oracle EBS OLTP Initblocks Connection Pool f. Clock Ok g. Click Edit Data Target h. Create the following session variables (in 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 ROLES Note:ToaddvariableUSERattheendofthislist,followstepsgiven below. - First,DeleteexistingsessionvariableUSER
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Similarly,createseesionvariableROLES i. j. Click ok Select Required for authentication checkbox. Note: In this example:
k. Click on ok.
We already have Initialization Block EBS Security Context in repository. If this is disabled by default, please select, right-click and Enable it. We are not enabling Authentication and Authorization initialization blocks
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Finally, Initialization block EBS Security Context should look like as given below.
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Original XML: <!-- Scheme for Oracle EBS Apps ICX session integration --> <AuthenticationSchema name="EBS-ICX" displayName="Oracle eBusiness Applications ICX Session" options="noLogoffUI noLogonUI" > <!-- Note: The name of the cookie here is site-dependent and needs to be customized. --> <!-- The URL parameter name is fixed and should not be changed. --> <RequestVariable source="cookie" type="auth" nameInSource="ICX_SESSION" biVariableName="NQ_SESSION.ICX_SESSION_COOKIE"/> <RequestVariable source="url" type="informational" nameInSource="ACF" biVariableName="NQ_SESSION.ACF"/> </AuthenticationSchema> Modified XML: <!-- Scheme for Oracle EBS Apps ICX session integration --> <AuthenticationSchema name="EBS-ICX" displayName="Oracle eBusiness Applications ICX Session" options="noLogoffUI noLogonUI" > <!-- Note: The name of the cookie here is site-dependent and needs to be customized. --> <!-- The URL parameter name is fixed and should not be changed. --> <RequestVariable source="cookie" type="auth" nameInSource="TEST" biVariableName="NQ_SESSION.ICX_SESSION_COOKIE"/> <RequestVariable source="url" type="informational" nameInSource="ACF" biVariableName="NQ_SESSION.ACF"/> </AuthenticationSchema> Original XML: <!-- Note: The name of the cookie here is site-dependent and needs to be customized. --> <SchemaKeyVariable source="cookie" nameInSource="ICX_SESSION" forceValue="EBS-ICX"/>
Modified XML: <!-- Note: The name of the cookie here is site-dependent and needs to be customized. -->
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Open the file instanceconfig.xml for editing. Locate the <Authentication> element. Include EBS-ICX in the list of enabled schemas. For example: o <EnabledSchemas>UidPwd,Impersonate,UidPwd-soap,Impersonate-soap,EBSICX</EnabledSchemas>
Ignore the comment in instanceconfig.xml that says this setting is centrally managed. EBSICX must be manually added to the EnabledSchemas element. If you want to have Sign-Out link in OBIEE page (so you can log out from OBIEE and go to any webpage of you choice, for example EBS login page); You need to perform the following steps in order to get the Log out (Sign out) link displayed in OBIEE 11g. Inside the <Authentication> section, add the following tag block <SchemaExtensions> as given below: <!AddingLogoutLink> <SchemaExtensions> <Schemaname="EBSICX"logonURL="{yourSSOlogonURL}"logoffURL="{your logoffURL}"/> </SchemaExtensions> <!AddingLogoutLink> As example, you may use the following log-off / log-on URL options: EBS Homepage: http://<your EBS server:port>/OA_HTML/OA.jsp?OAFunc=OAHOMEPAGE Analytics logoff: http://<your BI server:port>/analytics/saw.dll?Logoff Analytics logon : http://<your BI server:port>/analytics/saw.dll?bieehome&startPage=1 Save and close the file.
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Original XML: <Authentication> <!--This Configuration setting is managed by Oracle Business Intelligence Enterprise Manager--> <EnabledSchemas>UidPwd,Impersonate,UidPwd-soap,Impersonatesoap</EnabledSchemas> </Authentication> Modified XML: <Authentication> <!--This Configuration setting is managed by Oracle Business Intelligence Enterprise Manager--> <EnabledSchemas>UidPwd,Impersonate,UidPwd-soap,Impersonatesoap,EBS-ICX</EnabledSchemas> <!--Adding Logout Link--> <SchemaExtensions> <Schema name="EBS-ICX" logonURL="http://epap1.lahd.pola:8016" logoffURL="http://epap1.lahd.pola:8016"/> </SchemaExtensions> <!--Adding Logout Link--> </Authentication>
This change is needed when you create action link inside OBIEE to navigate back to Oracle EBS form. Original XML: <obi-action-config xmlns:xsi="http://www.w3.org/2001/XMLSchemainstance" xsi:noNamespaceSchemaLocation="afconfig.xsd"> <aliases/> <registries/>
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<content-types> <content-type> <typename>webservices</typename> <displayname>Web Services and BPEL Processes</displayname> <actionType>WebServiceActionType</actionType> </content-type> <content-type> <typename>misc</typename> <displayname>Mixed Services</displayname> <actionType>URLActionType</actionType> </content-type> </content-types> <accounts/> </obi-action-config>
Modified XML: <?xml version="1.0" encoding="UTF-8"?> <obi-action-config xmlns:xsi="http://www.w3.org/2001/XMLSchemainstance" xsi:noNamespaceSchemaLocation="afconfig.xsd"> <aliases/> <registries/> <content-types> <content-type> <typename>webservices</typename> <displayname>Web Services and BPEL Processes</displayname> <actionType>WebServiceActionType</actionType> </content-type> <content-type> <typename>misc</typename> <displayname>Mixed Services</displayname> <actionType>URLActionType</actionType> </content-type> </content-types> <accounts/>
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<ebusinesssuiteconfig> <visible>true</visible> </ebusinesssuiteconfig> </obi-action-config> After making changes in all XML configuration files, Restart Oracle Business Intelligence services.
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Click in Create
Enter Role Name, Display name, Description [OBIEE-Financials] Click OK Repeat same steps to create anoter application role: OBIEE-Projects
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Note: No need to assign members or users in these application role here in Enterprise Manager.
NOTE: You Application Role name must be the same as the responsibility name you created in EBS.
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Click on existing role name BIAuthor Click Add Application Role in Members section Search, move OBIEE application role name from left to right pane (Selected Roles), Click OK
Click on OK
Now, newly created application role OBIEE is member of existing application role BIAuthor (which already have privileges for subject areas and catalog)
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Add Application Role OBIEE-Financials and OBIEE-Projects to give access to Dashboard and Answers
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Assign other privileges as required You may apply appropriate access to other areas as shown in following screenshot Click on Back and sign-out.
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Select No Access for Authenticated User Select Full Control for newly created application role. OBIEE-Financials for Financials folder OBIEE-Projects for Projects folder Select OK
Note: For all shared folders which you do not want to show for any users, Select No Access for Authenticated User.
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In presentation layer, repeat following to all subject areas where you want to assign permissions to newly created Application Role. Select presentation subject area, right click to open property tab Check-Out to make changes in repository Click Permission to open permission tab Select No Access radio button for Everyone application role Select Read or Read/Write radio button for newly created application roles as per your requirement. Click OK Check-in the changes, save the repository (in Online mode)
AssignappropriatepermissionstoallsubjectareasrelatedtoFinancialAnalytics.(forOBIEE Financialsrole)
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Assign appropriate permissions to all subject areas related to Project Analytics. (for OBIEEProjects role)
NOTE: You are assigning these permissions in ONLINE mode so you may need to check and validate them again whenever you are deploying repository file.
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In the resultant screen, two mandatory parameters, FunctionCode and Connection pool need to be specified. For FunctionCode, Specify the function code of the target form which need to be launched. Also, Specify the connection pool (mentioned under section rpd changes ). In addition to these two mandatory parameters, create new parameters which has the same name as the identified parameter (Identified in Step 1) and specify a value.
For better user experience, Mark the FunctionCode and ConnectionPool parameters as Hidden. Save the Action Navigate to location where the Action is saved and Click on Execute to test the Action
Clicking on Execute should launch e-Business Suite Form. The Action Link created above can be used in Analysis/Dashboards. For details, how to use Action Links in Analysis/Dashboard, Refer to Oracle Business Intelligence Enterprise Edition
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documentation. Steps below provides a simple example on how to use Action Link in Analysis: Login into OBIEE Navigate to New->Analysis Select a Subject Area and then select a column on which the Action Link is to be set as an Interaction Navigate to Column Properties Click on Interaction tab Select Primary Interaction as Action Link under Value Click on + icon and Specify the Action Link (which was created in earlier step). Specify parameters if a dialog box for parameters is prompted. Set the value to be based on Column. Check the Hidden Checkbox. Click on ok. Save the Analysis
Now, Test navigation as given below: Login to e-Business Suite. Click on the OBIEE Answers link to navigate to OBIEE Open the newly created Analysis Click on the column value to navigate back to e-Business Suite.
<Authentication>
<EnabledSchemas>UidPwd,Impersonate,UidPwd-soap,Impersonatesoap</EnabledSchemas>
<!--This Configuration setting is managed by Oracle Business Intelligence Enterprise Manager--> <!-Adding Logout Link-> <SchemaExtensions> <Schema name="EBS-ICX" logonURL="{your SSO logon URL}" logoffURL="{your logoff URL}"/> </SchemaExtensions> <!-Adding Logout Link-> </Authentication>
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References
O RACLE D OCUMENTATION
Please refer to Chapter 2 from document below: (2 Integrating Security for Oracle BI Applications) http://download.oracle.com/docs/cd/E20490_01/bia.7963/e19042/security.htm#CJADEAEH Please refer to Chapter 6 from document below: (6 Integrating with Oracle E-Business Suite Security) http://docs.oracle.com/cd/E21764_01/bi.1111/e16364/ebs_actions.htm#CJADIFBA
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Oracle E-Business Suite -- Oracle Business Intelligence Enterprise Edition 11g Integration November 19, 2012 AST Corporation 1755 Park Street, Suite 100 Naperville, Illinois 60563 Phone : 888-278-0002 Fax : 630-778-1179 www.astcorporation.com Copyright 2012 AST Corporation AST Corporation is a privately held company founded in 1995 to serve commercial and public sector organizations in utilizing the full potential of their investment in Oracle Applications. We have built our practice by providing top quality full life cycle and turn-key consulting services for Oracle Applications implementation and upgrade projects, among other specific services. Our mission is to insure that you, as a valued client, receive the highest level of expertise and personalized service for your Enterprise Applications. We endeavor to help you realize the full benefit from your investment in software applications and integrate them seamlessly to your business processes.