Setup Oracle eBS 2 Oracle BI SSO

I made several blogposts in the past. That’s why it could be useful to collect these posts into one document. This document covers all the steps needed to integrate Oracle eBS (R12) and Oracle BI (11g) with each other. SSO might be a little bit confusing. In this case it’s meant that you can log into Oracle BI via Oracle eBS without having to log in again and while maintaining context.

Subledger Accounting (Oracle eBS R12) for Oracle BI Applications

I am currently reading the following book; ‘Oracle Business Intelligence Applications: Deliver Value Through Rapid Implementations’. As far as I know it’s the first and only book on Oracle BI Applications. In Chapter 5: Financial Analytics there is a paragraph about analyzing on Subledger Accounting (SLA) Transactions. This functionality is not in the Out-of-the-Box version of Oracle BIA 7.9.6.3, but Oracle provides a patch to make SLA Transaction analyzing possible.

If you want more details about this patch, have look on My Oracle Support. Search for; Patch 13697336 – PROVISION FOR LOADING SUB-LEDGER SLA ENTRIES FOR EXCHANGE GAIN/LOSS (Patch)

It could be of added value to my current project, so I will check it out. More on this later.

Navigating from Oracle BI 11g to Oracle eBS R12

One of the interesting features of Oracle BI 11g is the Action Framework. This feature makes it possible to e.g. navigate from Oracle BI 11g to Oracle eBS R12. When you have a look at the different Oracle BI(A) presentations from Oracle you will see a slide regarding Action Links ‘Insight to Action’.

It looks like this is standard Out-of-the-Box functionality. This is partly true. You should have at least the Oracle BI 11g & Oracle eBS R12 integration in place. Next to that there is some additional configuration / implementation required.

Oracle BI configuration

  • Enable Action Link to Oracle eBS (ActionFrameworkConfig.xml)

Navigate to the following location

ORACLE_MIDDLEWARE_HOME/user_projects/domains/bifoundation_domain/config/fmwconfig/biinstances/coreapplication

Edit the ActionFrameworkConfig.xml

After you have modified the ActionframeworkConfig.xml file, you have to restart the Managed Server in Weblogic that is hosting your Oracle BI EE environment.

  • Oracle BI Connection Pool

Edit / Add a Connection Pool entry in the Oracle BI Administration Pool. This Connection Pool will be used to connect to Oracle BI Applications

Note  

I – the Application Role must have privileges to execute direct database requests against the Oracle eBS Connection Pool.

II –  for the Application Role (responsibility) to successfully invoke a Navigate to E-Business Suite action, the target Oracle eBS function must be accessible from the user’s current Oracle eBS Context.

Identify Oracle eBS Form Parameter

If you want to navigate to a query the form you are navigating to, you should identify the Oracle eBS Form Parameter. This can be achieved by the following steps.

1. Log into Oracle eBS and select the Form you want to navigate to

2. Identify the name of the Form and the Function which calls this Form

Navigate to the Forms Personalization Screen via Help, Diagnostics, Custom Code, Personalize

  • Forms
  • Function

We will use the name of the Form to identify the possible parameters of this Form. In this case;  APXINWKB. The Function Code will be used later on when creating the actual Action Link.

You can download the related .fmb-file from the Oracle eBS Application Server in the following location; $AU_TOP/forms/NL. The ‘NL’-part refers to the language.

When you open the .fmb-file in Oracle Forms, you should be able to locate the parameters


Action Link

Now everything is in place to create the actual Action Link.

  • Create Action Link

Create the Action Link via New, Action, Navigate to E-Business Suite 

  • Edit Action Link

Now we must edit the specific Action Link details

This consists of;

  • The Function Code (AP_APXINWKB_SUMMARY_VIEW)
  • The Oracle BI Connection Pool (Oracle EBS OLTP Connection Pool – Action Framework)
  • Parameter(s) –> INVOICE_ID

With this Action Link it is possible to call this link directly end fill in the Invoice Id yourself.

Another option is to make the Action Link part of an Oracle BI Answers Request.

  • Edit Oracle BI Answers Request

Select and edit a column in an Oracle BI Answers Request. Navigate to the Interaction Tab. Here we can add / edit an (existing) Action Link.

I have chosen to use a Invoice Number with an Action Link which uses a hidden (Invoice Id) column to navigate to Oracle eBS. This way I do not have to show the Invoice Id in the Oracle BI Answers Request. Still I can use the Invoice Id as a parameter in the Oracle eBS Form.

It’s a little bit of work, but still it’s a nice feature.

– Daan

Setup Oracle BIA 7963 – Data Security

Customer wants to secure their data based on things like Ledger, Company, Operating Unit, etc. All users who login via Oracle eBS should inherit (based on the current responsibility) the same security settings in Oracle BI. The following is a possible solution.

Environment

  • Oracle eBS R12.1.1
  • Oracle BI EE 11.1.1.6.0
  • Oracle BIA 7.9.6.3
Setup

The setup consists of a few different parts

Data Security

The Data Security is based on different Roles and a Profile Option assigned to the responsibilities in Oracle eBS

Oracle eBS

  • Create ‘BI Type User’-profile option
  • Assign ‘BI Type User’-profile option to Responsibility
  • Assign Responsibility to User

Each Responsibility has either a specific ‘BI Type User’-profile option or a ‘BI Type User’-profile option on Site level. A view (xx_obia_user_groups_v) in Oracle eBS ‘holds’ the profile option information.

select fpov.level_value responsibility_id
 , fpov.level_value_application_id application_id
 , 'OBIA '
 || fpov.profile_option_value autorisatierol_code
 , fl.meaning autorisatierol
 from applsys.fnd_profile_option_values fpov
 , apps.fnd_profile_options_vl fpo
 , apps.fnd_lookups fl
 where fpo.profile_option_id = fpov.profile_option_id
 and fpo.application_id = fpov.application_id
 and fpov.profile_option_value = fl.lookup_code
 and fl.lookup_type = 'BI_TYPE_GEBRUIKER'
 and fpo.profile_option_name = 'XXBI_TYPE_GEBRUIKER'
 and fpov.level_id = 10003

Oracle BI

In Oracle BI, there is a Initialization Block which populates the; ROLES Session Variable

select ( select sector
 from apps.xx_obia_user_groups_v
 where responsibility_key = 'VALUEOF(NQ_SESSION.OLTP_EBS_RESP_KEY)'
 and responsibility_id = valueof ( nq_session.oltp_ebs_resp_id ) )
 || ';'
 || ( select autorisatierol_code "ROLES"
 from apps.xx_obia_user_groups_v
 where responsibility_key = 'VALUEOF(NQ_SESSION.OLTP_EBS_RESP_KEY)'
 and responsibility_id = valueof ( nq_session.oltp_ebs_resp_id ) )
 || ';'
 || ( select responsibility_key "ROLES"
 from apps.xx_obia_user_groups_v
 where responsibility_key = 'VALUEOF(NQ_SESSION.OLTP_EBS_RESP_KEY)'
 and responsibility_id = valueof ( nq_session.oltp_ebs_resp_id ) )
 "ROLES"
 from DUAL

Oracle Enterprise Manager (EM)

In the EM ‘all’ the different Application Roles, related to the Data Security are created.

There are a few different Application Roles;

  • Out-of the box
  • Data Security
  • eBS Profile

Out-of-the-Box

  • BIAdministrators
    • Administration privileges.
  • BIAuthors
    • Create, use or consume content.
  • BIConsumers
    • Use / consume content,
    • Every authenticated user.
  • BISystem
    • Component connections between products.

Data Security & eBS Profile

Oracle BI Administrator (Identity Manager)

In the Identity Manager, the Business Model Filters are applied to the Data Security Application Roles

The Business Model Filters are based on the Initialization Blocks. Some out-of-the-box, others custom.

This setup should be sufficient to apply Data Security to all queries, which query the Logical Tables with the Business Model Filters applied to it.

Note: Application roles data filters won’t apply for users with BI Administrator role.

By definition the BIAdministrator application role is granted the “oracle.bi.server.manageRepositories” permission, which is equivalent to the 10g “Administrator” user who also had unrestricted access. Hence, data filters won’t affect users with BIAdministrator Role. (source: Oracle Support)

Logout Link disappearing in Oracle BI 11g / Oracle eBS R12 integration

We have successfully integrated Oracle BI 11g with Oracle eBS R12. We log into Oracle BI 11g via Oracle eBS R12. One of the additional requirements is to have a Log out Link in Oracle BI 11g which takes us back to Oracle eBS R12. Therefor we have added the following to our instanceconfig.xml

<!--Adding Logout Link-->
<SchemaExtensions>
<Schema name="EBS-ICX" logonURL="http://<Oracle eBS R12 Server:port>/OA_HTML/OA.jsp?OAFunc=OAHOMEPAGE" logoffURL="http://<Oracle eBS R12 Server:port>/OA_HTML/OA.jsp?OAFunc=OAHOMEPAGE"/>
</SchemaExtensions>
<!--Adding Logout Link-->

This works like expected, but every time we do a restart of the BI service, the instanceconfig.xml get’s backed up and replaced a ‘new’ instanceconfig.xml, without the Log out Link.

This ‘problem’ is related to the following BUG; 14249563 on My Oracle Support. The good news is that it will be fixed in 11.1.1.7. The bad news is that at present the only workaround is to manually re-set the link.