oracle flexcube private banking august 2010€¦ · 5. now assigning folder access permissions to...

Oracle FCPB – BIP standalone based report repository setup

Confidential Oracle Financial Services Solutions Ltd, 2010 Page 1 of 26

Oracle FLEXCUBE Private Banking August 2010

Oracle BI Publisher Standalone based Report Repository setup

Oracle Part Number E51529-01



COPYRIGHT (C) 2010 Oracle Financial Services Software Limited all rights reserved. No part of this

work may be reproduced, stored in a retrieval system, adopted or transmitted in any form or by any

means, electronic, mechanical, photographic, graphic, optic recording or otherwise, translated in any

language or computer language, without the prior written permission of Oracle Financial Services

Software Limited Solutions Limited. Due care has been taken to make this Software Analysis & Design

Document as accurate as possible. However, Oracle Financial Services Software Limited makes no

representation or warranties with respect to the contents hereof and shall not be responsible for any loss

or damage caused to the user by the direct or indirect use of this Software Analysis & Design Document.

Furthermore Oracle Financial Services Software Limited reserves the right to alter, modify or otherwise

change in any manner the content hereof, without obligation of Oracle Financial Services Software

Limited to notify any person of such revision or changes. All company and product names are trademarks

of the respective companies with which they are associated.



Revision History

Date Version Description Author

8th December 2009 1.0 Initial Design Shalini Goel

1st August 2010 1.1 Scalability parameters added VJ



Table of Contents

Table of Contents ............................................................................................................................................... 4

Introduction.......................................................................................................................................................... 5

STEPS TO BE TAKEN ...................................................................................................................................... 6

1. Downloading BI Publisher ................................................................................................................................. 6 2.Installation of BI Publisher on standalone application server (OC4J) .......................................................... 6 3.Creating FCPB Users in BI Publisher through GUI ....................................................................................... 6 4.Copying Files provided by FCPB package ...................................................................................................... 8 5.Creating FCPB Roles in BI Publisher through GUI ........................................................................................ 8 6.Mapping FCPB Users and FCPB Roles ......................................................................................................... 11 7.Creating Data source & connection Pool through BI Publisher OC4J server ........................................... 12 8.Setting up JNDI Connection in BI Publisher through GUI. .......................................................................... 20 9.Making entry in PBS_BI_PUBLISHER_CONFIG table ................................................................................ 22 10.How to change user’s passwords through BI Publisher GUI .................................................................... 22 11.Configuring JNDI for Reports Scheduling .................................................................................................... 24 Appendix A: Setting up User Defined fonts in BI Publisher server (Optional) ........................................... 25



Introduction

The FCPB (Flexcube Private Banking) product is a web-based product which can run on a standard J2EE

server which supports the J2EE 1.4 specification. This document will detail the steps involved in the

installation of the FCPB Report Repository on the reporting server

It is also recommended although not mandatory that the following installation is carried out by a person in

the capacity of BI Publisher Administration.



STEPS TO BE TAKEN

1. Downloading BI Publisher

Please refer this http://www.oracle.com/technology/software/products/publishing/index.html for

downloading BI Publisher in your host machine based on your host machine system specifications.

Latest version 10.1.3.4.1 is recommended.

2. Installation of BI Publisher on standalone application server (OC4J)

Please refer the guide at

http://download.oracle.com/docs/cd/E10383_01/doc/bip.1013/e11867/T434820T487782.htm for

installation guide. Prefer “Basic” option while installing.

3. Creating FCPB Users in BI Publisher through GUI

FCPB recommends you to create following two users by default –

User Username Password Role to be mapped

dev_user pbbipdevuser DEV_ROLE

app_user pbbipappuser APP_ROLE

1. Login as ‘Super Administrator’ of BI Publisher. Go to tab

2. Click on ‘Users’ link under ‘Security Center’

http://www.oracle.com/technology/software/products/publishing/index.htmlhttp://download.oracle.com/docs/cd/E10383_01/doc/bip.1013/e11867/T434820T487782.htm



[Note: You can note that Super Administrator (administrator/administrator) already exists in the list. It is

provided by default by BI Publisher.]

3. Click on tab. Enter following values and Click on tab.

Name: pbbipdevuser

Description: Dev User

Repeat the same step again with following values and click on tab.

Name: pbbipappuser

Description: Application User

Now there will be total 3 users created in all – 2 created in above steps and 1 BI Publisher default user

created.



4. Copying Files provided by FCPB package

1. Copy Header.rtf/DB_Header.rtf to ${ORACLE_HOME}/oc4j_bi/j2ee/home/applications/xmlpserver/xmlpserver folder of BI Publisher installed directory.

2. Copy FCPBReports folder (containing all FCPB reports xdo and rtf files in each of their

respective sub folders) to ${ORACLE_HOME}/xmlp/XMLP/Reports [Report Repository] folder of BI Publisher installed directory.

5. Creating FCPB Roles in BI Publisher through GUI

FCPB recommends you to create following two roles by default –

Role Name Role Privileges User Mapped

DEV_ROLE Report

Developers

View

History

Edit

Configure

Folder and Report Tasks

Enables log on from the Template Builder

pbbipdevuser

PB_APP_ROL

E

Report

Viewers

View

History

Enables log on from Template Builder

pbbipappuser




2. Click on ‘Roles and Permissions’ link under ‘Security Center’

3. a) Click on tab. Enter following values Name: DEV_ROLE Description: Reports Developer

Click on tab

b) Repeat the same with following values this time.

Name: APP_ROLE

Description: Reports Viewer



Now following two Roles will be created.

4. Assigning BI Publisher roles to our own Roles created in last step.

Click on icon under ‘Add Roles’ section in above Fig.

a.) For APP_ROLE, map it to ‘BI Publisher Online Analyzer’ and Click on tab.

b) Repeat the same for DEV_ROLE and map it to ‘BI Publisher Developer’ and click on

tab



5. Now assigning Folder Access permissions to the above two roles.

Click on icon under ‘Add Folders’ section.

a.) For DEV_ROLE, transfer ‘FCPBReports’ folder from left to right and Click on tab.

b) Repeat the same for APP_ROLE and click on tab

6. Mapping FCPB Users and FCPB Roles

Click on icon against each of the two users created in Step 3



a) For dev_user, assign DEV_ROLE from left side to right side and click on tab.

b) Do the same as above for app_user user but assign APP_ROLE to it and Click on tab.

7. Creating Data source & connection Pool through BI Publisher OC4J server

1. Login to BI Publisher OC4J server through http://localhost:9704/em/.

http://localhost:9704/em/



2. Enter username and password and click on

Username: oc4jadmin

Password: oc4jadmin

3. Click on ‘Administration’ tab.



4. For creating Data sources and Connection pools, click on icon under ‘Services’ heading.

5. Now first create a connection pool. Click on tab under ‘Connection Pools’ setting.



Select ‘New Connection Pool’ as the ‘Connection Pool Type’. Click on

6. Make the following entries Name: FCPB_CP Connection Factory Class: oracle.jdbc.pool.OracleDataSource (Default value) URL: jdbc:oracle:thin:@10.180.22.82:1521:fcpb10g (jdbc:oracle:thin:@[localhost]:[port]:[sid]) Credentials: Username: fcpbdev20 Password: dev123 *No entry for Connection Properties



7. Click on tab

8 Click on tab



9. If ‘Connection established successfully’ message is displayed on the screen then Click on

tab. Connection pool is created. Check its entry in ‘JDBC Resources’ Page.

10. Now create a Data source. Click on tab under ‘Data sources’ block. Select radio button as

‘Managed Data source’



Click on tab

11. Now enter following values in the fields

Name: FCPB_BI_DS

JNDI Location: jdbc/wm

Transaction Level: Global & Local Transactions

Connection Pool: FCPB_CP [same as created above]

Login Timeout (in seconds): 0

*Nothing to be entered in “Credentials” section.



12. Click on tab. You will be taken to ‘JDBC Resources’ screen.

13. Click on against FCPB_BI_DS entry in ‘Test connection’ column



14. Click on You will be prompted a message ‘Connection to FCPB_BI_DS established

successfully’ at the top of the screen.

8. Setting up JNDI Connection in BI Publisher through GUI.




2. Click on ‘JNDI Connection’ link under ‘Data Sources’

3. Click on tab

4. Enter following values - DataSource Name: FCPB_BI_DS JNDI Name: jdbc/wm

Move selected roles to ‘Allowed Roles’ and click on tab. You will be prompted a

message ‘Connection established successfully’



Finally click on tab on RHS. You will see an entry in JNDI Connection screen now. This change

will reflect as working only after restarting the server.

9. Making entry in PBS_BI_PUBLISHER_CONFIG table Following values need to be entered in respective columns of the table.

ID: 1

ENDPOINT: http://[localhost]:[port]/xmlpserver/services/PublicReportService_v11?wsdl

NAMESPACE: http://xmlns.oracle.com/oxp/service/v11/PublicReportService

FOLDER_NAME: FCPBReports

USERNAME: app_user

PASSWORD: app_user

SERVER_URL: http://[localhost]:port/xmlpserver/

SERVER_IP: [IP Address of reporting server machine]

*There should be always only one entry in this table.

Note:

a) local host and port entered in ENDPOINT url should be same as used to access the BI Publisher server.

b) Username and Password used should be of App_User

10. How to change user’s passwords through BI Publisher GUI

http://[localhost]:[port]/xmlpserver/services/PublicReportService_v11?wsdlhttp://xmlns.oracle.com/oxp/service/v11/PublicReportServicehttp://[localhost]:port/xmlpserver/




2. Click on ‘Users’ link under ‘Security Center’

3. Click on the link of particular user to change the password. For e.g. to change the password of ‘app_user’. Click on it and change the password.



4. Finally click button at RHS. Restart the server. Passwords will be in effect from next time login after restart.

11. Configuring JNDI for Reports Scheduling




2. Enter following values

Database Connection Type=jndi

JNDI Name = jdbc/wm [Enter same name as being used in creating DataSource in OC4J server]

3. Click on . A ‘Connection established successfully’ message will be displayed.

Finally click on tab on RHS. You will see an entry in Scheduler Configuration screen now. This

change will reflect as working only after restarting the server.

Appendix A: Setting up User Defined fonts in BI Publisher server (Optional)

1. Install the user-specific fonts in C:\WINDOWS\fonts directory. Now they will be accessible in RTF Templates or in any MS word document for use.

2. a) Standalone BI Publisher – copy the same font files in BI Publisher reporting server’s {ORA_HOME}\jdk\jre\lib\fonts directory.

b) Integrated in OBI- Copy the same font files in \jdk\jre\lib\fonts directory of Java that OBI is referring to.

3. Add their mapping in xdo.cfg configuration file available at {ORA_HOME}\ xmlp\XMLP\Admin\Configuration location. Following sample entries in red color box need to be added. If file don’t exist, Please create it.



[Note: .TTF Files are the user specific font files name. They need to be changed based on font type. Similarly family attribute of respective Font]

4. Restart the BI Publisher server and fonts will be ready for use in RTF Templates.

Table of Contents Introduction STEPS TO BE TAKEN1. Downloading BI Publisher2. Installation of BI Publisher on standalone application server (OC4J)3. Creating FCPB Users in BI Publisher through GUI4. Copying Files provided by FCPB package5. Creating FCPB Roles in BI Publisher through GUI6. Mapping FCPB Users and FCPB Roles7. Creating Data source & connection Pool through BI Publisher OC4J server8. Setting up JNDI Connection in BI Publisher through GUI.9. Making entry in PBS_BI_PUBLISHER_CONFIG table10. How to change user’s passwords through BI Publisher GUI11. Configuring JNDI for Reports Scheduling1. Login as ‘Super Administrator’ of BI Publisher. Go to /tab/2. Enter following valuesDatabase Connection Type=jndiJNDI Name = jdbc/wm [Enter same name as being used in creating DataSource in OC4J server]/3. Click on/. A ‘Connection established successfully’ message will be displayed.Appendix A: Setting up User Defined fonts in BI Publisher server (Optional)

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