Home > Oracle, Siebel, Unix > BI Publisher integration with Siebel

BI Publisher integration with Siebel

CLIENT INSTALLATION PREREQUISITIES:

  • Siebel Tools
  • Siebel Client
  • Microsoft .NET Framework. Required as a prerequisite for installing Oracle BI Publisher.
  • Microsoft word
  • Oracle BI Publisher Desktop for generating templates

SERVER INSTALLATION PREREQUISITIES:

  • Siebel Server
  • Siebel Web Client
  • Java Development Kit (version 1.5 or higher)
  • Siebel Application Object Manager (AOM) 

STEPS REQUIRED FOR BI PUBLISHER SERVER SETUP:

  • Download BI publisher installable from Oracle Website and install it on server,
  • Creating user in BI publisher server,
  • Define the Outbound web service for BI Publisher Server,
  • Copying JAR Files to the BI Server,
  • Create JAR Files,
  • Copying Fonts for Use with Siebel Reports,
  • Enable Siebel Reports Component,
  • Configure JVM parameters in Siebel Web Client,
  • Configure DLL Paremeters in Siebel Web Client

INSTALL BI PUBLISHER SERVER

BI Publisher Server can be installed on the same machine where Siebel Server is installed or it can be installed on a different machine, too.

Follow the installation steps as provided in Admin document for installing, starting and stopping the BI Publisher Server.

To test BI Server:

a)      Open the URL of BI publisher server.

b)      Login using Administrator/Administration credentials.

If you are able to successfully login in BI Server, BI is installed properly.

CREATING USER IN BI PUBLISHER SERVER

a)      Login in BI server using Administrator/Administration credentials.

b)      Go in Admin tab

c)      SelectSecurityCenter-> Users->Create User (For eg. Testsiebel)

d)      Assign 6 roles to that user namely;

    1.  BI Publisher Administrator
    2.  BI Publisher Developer
    3.  BI Publisher Scheduler
    4.  BI Publisher Template Designer
    5.  BI Publisher Excel Analyzer
    6.  BI Publisher Online Analyzer

DEFINE OUTBOUND WEB SERVICE FOR BI PUBLISHER SERVER

a)        Login to Siebel Web Client

b)       Go To Administration – Web Services – > Outbound Web Services

c)        In the Name Field query for “PublicReportService”.

d)       Change the Address of Web Service to include BI Publisher server details as below:

http://<host.domain&gt;:<port>/xmlpserver/services/PublicReportService

where:

■host is the full path for your BI Publisher Server

■port is the port the BI Publisher Server uses

For example:

 http://host:port/xmlpserver/services/PublicReportService

e)        Click on “Clear Cache” button.

COPYING JAR FILES

 1) Copy the following files from $SIEBEL_HOME/CLASSES to:

OC4J_HOME/j2ee/home/applications/xmlpserver/xmlpserver/WEB-INF/lib

XSLFunctions.JAR

SiebelCustomXMLP.JAR

SiebelCustomXMLP_SIA.JAR

2) Enable external file references by performing the following tasks:

a) Log in to the BI Publisher Server.

b) Click the Admin tab, and then select Runtime Configuration and Properties.

c) Change the Default value for the Disable External Reference attribute to FALSE.

 3) Restart OC4J.

CREATING JAR FILES

To configure the Siebel Developer Web Client for to create JAR files for Siebel BIPublisher Report, follow below steps:

1. In the Siebel client application Classes installation folder (<installation folder>Classes), create an xmlp.jar package file by performing the following:

a) Copy all the XMLP-related JAR files to an empty directory.

b) Change to the empty directory (type: cd <empty directory name>)

c) Execute the following command:

jar cvf XMLP.jar *.*

2. Edit the siebel.cfg file to add the following, if not already implemented:

[XMLPReports]

XdoDir = /xmlp/templates/

ReportOutputDir = /xmlp/reports/

ReportDataDir = /xmlp/data/

3. Edit the siebel.cfg file to add content similar to the following:

[XMLPJvmSubsys]

FullName = XMLPJvmSubsys

Description = XMLP Java Business Service Subsystem Parameters

SubsysType = JVMSubSys

C:PROGRA~1Siebel8.1WEBCLI~1classesSiebelXMLP.jar;C:PROGRA~1Siebel8.1WEBCLI~1classesXMLP.jar;C:PROGRA~1Siebel8.1WEBCLI~1classessiebel.jar;

C:PROGRA~1Siebel8.1WEBCLI~1classesXSLFunctions.jar;C:PROGRA~1Siebel

8.1WEBCLI~1classesSiebelCustomXMLP.jar

COPYING FONTS

On the Siebel Server machine where the XMLP Report Server Component is enabled, copy the fonts in the C:/Fonts directory to the $JRE_HOME/fonts directory

 ENABLE SIEBEL REPORT COMPONENT

1)   Log in to the Siebel application with system administrator privileges.

2)   Navigate to Administration – Server Configuration, Enterprises, and then Component Groups.

3)   In the Component Groups list, select XMLP Report, and then click Enable.

4)   Click the Synchronize view tab, and then in the Component list, select XMLP Report Server.

5)  Change the Parameters of component “BIP User Name” and “BIP Password” to the

login credentials you created in step 2 in BI Publisher server If you have LDAP Running on ecom, you must provide LDAP User at above parameters. Same user must be created at BI Publisher Server.

6) Click Synchronize.

7)Restart the Siebel Server

 CONGIFURING JVM PARAMETERS

 To configure the JVM Classpath for UNIX using srvrmgr

 1) Run the following command to connect to the Siebel Server Manager:

 srvrmgr /g <gateway machine name:port number> /s <xmlp siebel server name> /e <enterprise> /u <user name> /p <password>

where:

gateway machine name: port number is the name of the physical machine on which the Siebel

Gateway Name Server is running and the port number on which the Gateway Name Server is

listening.

xmlp siebel server name is the name of the Siebel Server on which the Siebel BI Publisher

Reports Server is enabled.

user name is the login name of the administrator.

password is the password for the administrator.

For example, you might use the following command:

srvrmgr /g sdchs20n358:2330 /s schs20n359 /e Siebel /u SADMIN /p MSSQL

 

2) Run the following command to configure the XMLPJvmSubsys parameter:

change param

CLASSPATH=${SIEBEL_HOME}/classes/SiebelXMLP.jar:${SIEBEL_HOME}/classes/

xdoparser.jar:${SIEBEL_HOME}/classes/fix6312772.jar:${SIEBEL_HOME}/classes/

xdocore.jar:${SIEBEL_HOME}/classes/xmlparserv2-904.jar:${SIEBEL_HOME}/classes/

versioninfo.jar:${SIEBEL_HOME}/classes/share.jar:${SIEBEL_HOME}/classes/

jewt4.jar:${SIEBEL_HOME}/classes/jdbc12.jar:${SIEBEL_HOME}/classes/

i18nAPI_v3.jar:${SIEBEL_HOME}/classes/collections.jar:${SIEBEL_HOME}/classes/

bipres.jar:${SIEBEL_HOME}/classes/bicmn.jar:${SIEBEL_HOME}/classes/

Siebel.jar:${SIEBEL_HOME}/classes/XSLFunctions.jar:${SIEBEL_HOME}/classes/

SiebelCustomXMLP.jar for named subsystem XMLPJvmSubsys

3) Restart the Siebel Server.

 CONFIGURING JVM DLL PARAMETERS

To configure the JVM DLL Name value for Siebel BI Publisher Reports

    1. Navigate to the Administration – Server Configuration screen > Enterprises > Profile Configuration view.

2. In the Profile Configuration list, select XMLPJvmSubsys.

     3 In the JVM DLL Name field in the Profile Parameters subview, enter

“JRE_HOME/lib/sparc/client/libjvm.so”

VERIFY JVM CLASSPATH AND JVM DLL SETTINGS:

 1. Log in to the Siebel Server Manager at the enterprise level.

2. Use the following command to verify the JVM Classpath and JVM DLL Name profile parameters are set correctly:

list params for named subsystem XMLPJvmSubsys show PA_ALIAS, PA_VALUE(2048)

PROCESS OF CREATING REPORTS:

 1) GENERATE SAMPLE XML

    •    Create IO. IO name must start with “BIP”.
      • Go to Administration – BIP Reports
      • In “Sample Data File Generation”, select the earlier created IO and click “Generate Sample XML” button.
      • One xml data file would be created with IO name in $SIEBEL_HOME/XMLP/Data folder. (Each time you add extra xml tag in IO and you want to include that tag (field) in the template, you need to generate sample xml of that IO)

2) CREATE THE REPORT

    • Go in “Administration – BIP Reports->Report Template Registration”, create a new report.
      • Specify the IO Name in “Report Template IO” in the below applet.
      • Select the template name. Browse to a location in your machine where template is stored.
      • Select the XLIFF File name. Browse to a location in your machine where XLIFF File is stored.
      • Select the “Output Type”.
      • Click “Upload File”. (Each time you change the template, you need to Upload files to the server).

3) REGISTER THE TEMPLATE

    • Go in “Administration- BIP Reports – > View Association”, select the view name where you want to show the report.
    • Select the report name in below template.
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Categories: Oracle, Siebel, Unix
  1. May 17, 2013 at 9:27 pm
  2. Saravanan
    November 13, 2013 at 2:44 am

    thanks after a long search I got your docs…

  3. arpit
    December 2, 2014 at 2:00 pm

    Good Info…!

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