Disco in Apps Mode

8/4/2019 Disco in Apps Mode

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This Armstrong-Smith Consulting white paper contains the following:

A workflow to install the software (page 1)

A workflow to set up Discoverer to work with E-Business Suite (page 8)

A workflow to patch Discoverer to the correct level (page 11)

A workflow to create an E-Business Suite End User Layer (page 13)

A workflow to assign administrative privileges to an E-Business Suite

user (page 20)


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Setting up Discoverer Administrator

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ASC0701 - Copyright: Armstrong-Smith Consulting Revised September 2008

Installing the software

Before you begin you need to make sure that you have Admin rights over themachine that you will be using. You also need to make sure that you have atleast 1535 Mb of swap space and at least 150 Mb of Temp space.

To install the Discoverer Admin and Desktop editions, use the following workflow:

1. Insert the Business Intelligence Tools CD or navigate to a folder thatcontains an unzipped version of the tools. If installing from the CD, theinstaller should start straightaway. If installing from disk, or if the installingfrom CD and the installer does not start automatically, navigate to theinstall folder of the tools and double-click the file called setup.exe.

2. The Oracle Universal Installer (OUI) will check that you are using asupported version of Windows and that you have enough space.

Note: See how Discoverer checks for memory


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3. If all prerequisites are met, you will be presented with the followingWelcome screen, click the Next button

4. On the Specify File Locations screen, you are required to provide a Nameand Path for the Instance that you are creating. The Name must beginwith a character. In our example the name used was BIToolsHome1 andthe path was C:\oracle\BIToolsHome_1. When done, click the Next button


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5. For Select Installation Type, select Custom and click the Next button

6. On the Available Product Components screen, select one or both ofOracle Discoverer Administrator and Oracle Discoverer Desktop and clickthe Next button


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7. If you are offered a chance to provide Outgoing Mail Server Information,ignore it and just click the Next button.

8. Finally, when presented with the following Summary screen, click theInstall button. The actual install will now start.


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9. During the later stages the installer will configure all of the componentsneeded to run Discoverer. This step will not take very long. However, youmust not stop the installer.


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10. During the configuration stage the Net Configuration Assistant will launch.Click Next

11. The Net Configuration Assistant requires no manual intervention and isfully automated. When the install is complete, click Finish


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12. At the end of the installation you will see the following End of Installationscreen. When done, click Exit

13. When prompted Do you really want to Exit? click Yes

Congratulations, you have successfully installed the Discoverer Admin andDesktop software. Next we need to set up Discoverer to work with E-

Business Suite.


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Setting up Discoverer to work with E-Business Suite

Having successfully installed the Discoverer tools components, the next step is toset up Discoverer to operate and work with Oracle E-Business Suite.

To set up the Discoverer Admin tool to work with E-Business Suite, use thefollowing workflow

1. If you accepted all of the default settings during the installation of theDiscoverer tools, it will have been installed into this folder:c:\oracle\BIToolsHome_1

2. If E-Business Suite is operating in secure mode (ask your systemadministrator), you will need to complete steps 3 to 6 below. If yoursystem is not running in secure mode, please continue with step 7

3. Under the c:\oracle folder, create a folder called secure

4. Using Control Panel | System | Advanced | Environment Variables, createa new environment variable called FND_SECURE and give it this value:c:\oracle\secure

5. Get the dbc file from the EBS environment and place it in the abovesecure folder

6. Copy or update your TNS Names entry, making sure you have an entrynamed to match the name of the dbc file referred to in step 5

7. Create these registry settings (back up your register first):

HKEY_CURRENT_USER\Software\Oracle\Discoverer 10\Database\EnableTriggers REG_DWORD 1HKEY_CURRENT_USER\Software\Oracle\Discoverer 10\Database\DefaultPreserveDisplayPropertyForRefreshREG_DWORD 1


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8. Launch Discoverer Admin but click the Cancel button at the login prompt

9. From the Discoverer Admin toolbar select Tools | Properties

10. Make sure the Connection tab has these settings:

11. When done, click the OK button


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12. From the Discoverer Admin toolbar, use File | Connect to launch theDiscoverer Admin login box:

Note: Notice how this time there is a box called OracleApplication User. You will need to check this forlogging in to E-Business Suite

13. Do not log in at this time. For the time being, close Discoverer Admin.

Congratulations, you have successfully installed the Discoverer Adminand Desktop software, and set it up to operate with E-Business Suite.The last step is to patch Discoverer up to the correct version.


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Patching Discoverer Admin to the correct level

Having successfully installed the Discoverer tools components and set it up tooperate with E-Business Suite, the last step is to patch Discoverer to its correctlevel.

To patch the Discoverer Admin and Desktop tools, use the following workflow

Part 1: Patch Discoverer Admin to this level: 10.1.2.2 using patchnumber 4960210.

Note: If you do not have any of the patches referred toin this document, you need to go to Oracle

MetaLink and download them

1. After downloading patch 4960210 from MetaLink, unzip the patch to atemporary location (i.e. Patch10122) on the PC.

2. Using Windows Explorer, locate the folder where you unzipped the patch,go into the sub-folder called Install and double-click the file calledsetup.exe. This will start the Oracle Universal Installer.

3. After the installer starts, click on the Installed Oracle Products button andconfirm that Discoverer Administration Edition/Desktop 10.1.2.48.18 isalready installed.

You should see a home called: BIToolsHome1.Make note of home name and the actual physical path for the home (i.e.C:\Oracle\BIToolsHome_1).

4. Click the Next button

5. When the installer prompts for the NAME and PATH of your Oracle Home,be sure to enter or select the values you noted in step 4 above.

6. Click the Next button

7. On the next screen, select Oracle Application Server and Developer Suite10g Rel 2 Software Update then click the Next button

8. The installer will then check the inventory and proceed to install the patchin the home you have specified.


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9. When done, close the installer program.

Note: After applying patch4960210, the Discoverer

Administration Edition/Desktop software will beversion10.1.2.54.25.

Part 2: Patch Discoverer Admin to work with E-Business Suite usingpatch 5985072

10. After downloading patch 5985072 from MetaLink, unzip the patch to atemporary location (i.e. Patch598) on the PC.

11. Using Windows Explorer, make a backup copy of this folder:

C:\oracle\BIToolsHome_1\bin

12. Locate the folder where you unzipped the patch and go into the sub-foldercalled files\bin

13. Copy all of the files from that location and paste them into this location:

C:\oracle\BIToolsHome_1\bin

Congratulations, you have successfully installed the Discoverer Admin and

Desktop software, set it up to operate with E-Business Suite, and patched itup to the correct version


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Creating an E-Business Suite End User Layer

Having successfully installed the Discoverer tools components, if you havent yetcreated a Discoverer End User Layer, the next step is to create one.

To create a Discoverer EUL for E-Business Suite, use the following workflow:

1. Make sure that your DBA has created a database account that will ownthe EUL. Typically you will use, and may have, a user called EUL5_US.For the purposes of this manual we are using an account calledEUL_10G_US.

2. Make sure that you have copied your TNSNAMES.ORA file to thislocation:

$ORACLE_HOME/network/admin

3. Launch the Discoverer Admin tool. To do this, from your Windows Start

button, select the following:

Start | Programs | Oracle Business Intelligence Tools - BIToolsHome1 |Oracle Discoverer Administrator

4. If this works you should see the following login page:

5. Complete this box as follows:

User name - enter EUL_10G_US (case is unimportant)

Password - enter the password

Connect - enter the database(case is unimportant)

Do not check the box entitled Oracle Applications User

Click Connect


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6. If your connection works, you will now be informed that you do not haveaccess to any End User Layers and that you need to create one. Whenprompted Do you want to create an EUL now? click Yes

7. On the EUL Manager screen, click Create an EUL


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8. Complete the following CreateEUL Wizard: Step 1 screen as follows:

Click Select an existing user

Check Grant access to PUBLIC

Check New EUL is for use by Oracle Applications ONLY

Click Select


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9. On the Select User screen, locate the user called EUL_10G_US, orwhatever user you used to connect to Discoverer Admin. After you haveselected the user, click OK

10. You will now be returned to the Create EUL Wizard: Step 1 but this timeyou will notice that the User details have now been filled in and that the

Next button has been activated. When ready, click Next

Note: Because you selected the same user that you used tolog in with you will not be prompted for the users password.


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11. Complete the following Create EUL Wizard: Step 2 screen as follows:

Schema - enter APPS

Password - enter the APPS password

Click Finish

12. Discoverer now begins the install of the EUL. As the install progresses youwill see the following screens:

Creating Tables and Views

Populating tables with default data

Granting access on EUL tables


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13. Finally, you will see the following completion screen. When done, click OK


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14. Having successfully installed the EUL, you will now be returned to the EULManager screen from where you should click Close

15. You will now see the following Load Wizard: Step 1

16. Because you will be administering this EUL using an E-Business Suiteuser, click the Cancel button

Congratulations, you have successfully installed the Discoverer E-Business Suite End User Layer. Next we need to assign an E-BusinessSuite user to become our administrator


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Setting up Discoverer E-Business Suite privileges

Having successfully created the empty E-Business Suite EUL, the next step is toset up the Apps mode privileges

To set up Apps mode privileges, use the following workflow:1. If not already logged in, launch the Discoverer Administrator tool and

connect as the owner of the EUL, in this case EUL_10G_US

2. If you are in the Load Wizard, click Cancel

3. From the menu bar, select Tools | Options

4. Click the Connection tab


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As you can see in the above illustration, the Connection tab has threeradio buttons and an area called Applications EUL Settings. The threeradio buttons are:

Connect to standard EULs - check this if your organization will only

ever be using Discoverer in standard mode

Connect to applications EULs - check this if your organization will

only ever be using Discoverer in Apps mode

Connect to both standard and applications EULs - check this if

your organization will be using Discoverer in both Apps and standard

modes. If you are wondering how this can be, let us explain. Some

organizations use Discoverer in Apps mode against their Oracle Appsdatabase but use it in standard mode against another database, such

as a Data Warehouse. Because there is only one Administrator tool,

the same tool needs to be able to administer Discoverer in both

modes, hence the third option on the screen

Having ensured that Discoverer is enabled for Apps mode, and specifiedwhether you will only be administering Apps EULs or a combination ofstandard and Apps EULs, complete the Connection tab as follows:

Click Connect to both standard and applications EULs

Gateway User ID / password - enter applsyspub/pub

Foundation Name - enter apps or whichever user yourorganization is using for the ownership of the Apps foundationtables

Click OK

Notes: you are not asked for the Apps password becausethat was already entered during the EUL creation stage

If your DBA has changed the APPLSYSPUB password fromthe default you will need to get that and use it instead


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5. From the menu bar, select Tools | Privileges

6. Click the Privileges tab and then click Select

7. On the Select User/Responsibility screen, pick the Responsibility or Appsuser that you want to use for managing Discoverer


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Note: The recommended method is to use the SYSADMINuser account to administer the EUL. If this is not convenientyou should select a user that has similar access rights.


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8. Assign all of the following privileges and then click OK

Note: The Schedule Workbooks privilege can only begranted to a user. It cannot be granted to a responsibility

9. Now that you have assigned privileges to the SYSADMIN user orresponsibility you now need to re-connect using SYSADMIN or a user thathas the responsibility that you granted admin rights to


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10. From the menu bar, select File | Connect.

11. The Discoverer Administrator login screen will be displayed once more butthis time you should reconnect as the SYSADMIN user. You will of courseneed to know the SYSADMIN password. As shown in the followingillustration you will notice that there a additional checkbox called Oracle

Applications User. In order to connect properly you will need to check thisbox.

12. Complete the above dialog box as follows:

User name - enter sysadmin (case is unimportant)

Password - enter the password

Connect - enter the database(case is unimportant)

Make sure Oracle Applications User is checked

Click Connect


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13. Discoverer will now authenticate the SYSADMIN user against the OracleApplications E-Business Suite. If the credentials are correct, you will bepresented with the following Choose a Responsibility Screen.

14. Select the System Administrator responsibility and click OK

15. From here on, you should only log in to the Administrator tool as the AppsSYSADMIN use. After you have done this the Load Wizard will beprompted.

Do not attempt to administer an Apps mode EUL as thedatabase EUL owner. This account is used to store the EULtables and views but it is not an Apps account. You will runinto serious trouble if you start administering the EUL with it,so please do not try.

Congratulations, you have successfully installed, configured and set up theEnd User Layer to work in Apps mode. The next step is over to you tocreate or import your business areas.

Documents

Disco in Apps Mode