Below steps will provide detail idea of Primavera P6 EPPM
and BI Publisher 11g Integration Guide for SQL Server 2008 database and
multiple data source.
But this has to be selected depending upon the
requirement. In our case, both the entries should be same for P6Reports
and TestReport.
Now on the right pane, in place of Default Data Source, select the correct one, that is ukpn for the
second set.
This appendix contains screenshots and descriptions for all steps
to be performed for the integration.
Login to BI Publisher with
administrative privilege
Go to AdministrationàSecurity
CenteràSecurity
Configuration
Select BI Publisher Security
from the drop down list of Security
Model
In the Password field, enter the administrator's password.
Select the Enable Local Superuser option.
Enter the Superuser name and Password.
Click Apply.
User-SuperUser
password-SuperUser [We changed it to Jupiter later]. It will ask for
password below
security model as well and give it the password for
SuperUser
Go to AdministrationàServer Configuration
Select the Catalog
Type as Oracle BI Publisher – File System and Path as D:/Middleware/user_projects/domains/bifoundation_domain/config/bipublisher/repository.
This will be the parent directory of P6Reports folder.
Copy P6Reports.zip
from Primavera P6 Enterprise Project Portfolio Management R8.3 p6suite\p6
to D:\oracle\Middleware\user_projects\domains\bifoundation_domain\config\bipublisher\repository\Reports
Extract the zip, copy the
folder P6reportsSQLBIPub11g in Reports folder and rename
P6reportsSQLBIPub11 to P6Reports. This will act as the first data source
folder.
Copy folder P6Reports and create another folder
TestReport which will act as the second data source folder.
Go to AdministrationàJDBC Connection
Click on JDBCàAdd Data Source
For first data source,
Data Source Name: P6SSRPT
Connection String:jdbc:hyperion:sqlserver://10.10.34.120\training:1433;DatabaseName=PMDBTRN
User Name/Password: pxprtuser/password will be available during P6
implementation or Upgrade
Click on Test
Connection. Test connection should be successful.
Now, we will go for adding second data source ukpn
Click on Test
Connection. Test connection should be successful.
We will come back to Security tab on the same page for both
the data sources later after adding the files level data sources.
Now go to AdministrationàJDBC ConnectionàFile
Here we will be adding the file level data source. Please
note the naming convention here. We will be using the same folder names (P6Reports
and TestReport) which have been created as part of step 3 which contains
P6 sample reports.
We have to click on Add
Data Source to create the file level data sources.
For P6Reports, Directory should contain the path of the parent folder of P6Reports,
D:/Middleware/user_projects/domains/bifoundation_domain/config/bipublisher/repository/Reports
as by default it is searching for P6Reports.
But for the second data source (TestReport), Directory will contain the path of TestReport
only omitting Reports folder altogether.
D:/Middleware/user_projects/domains/bifoundation_domain/config/bipublisher/repository/TestReport
Now again, we will go back to JDBC page to configure the Security.
In the Security
section, provide P6Reports as Allowed
Roles for P6SSRPT.
For ukpn, provide TestReport.
Go to AdministrationàSecurity ConfigurationàRoles and Permissions
May be this role creation has to be done before step 4
security section.
Click on Create Role to
create two roles, P6Reports and TestReport.
Now click on Add Data
Source to add the data source for both the roles.
For P6Reports, Database
Connections will have P6SSRPT while for TestReport, Database Connections will have ukpn.
In the same way, for P6Reports, File
Directories will have P6Reports while for TestReport File Directories will have TestReport.
Now click on Add
Roles to grant BI specific roles to these two roles. The possible entries
·
BI Publisher Administrator
·
BI Publisher Excel Analyzer
·
BI Publisher Online Analyzer
·
BI Publisher Developer
·
BI Publisher Scheduler
·
BI Publisher Template Designer
Go to AdministrationàSecurity ConfigurationàUsers
And then click on
Create User
The users should be given BI Publisher related roles
mentioned in step 5 along with their corresponding newly created role.
Basically, for first data source(P6Reports) user will need P6Reports role and
for the second data source, users will need TestReport role. BI Publisher
related roles are same.
Please note the users with exactly same name have to
be created in P6 console with proper module access so that they have the
privilege to run a report.
The reports should be visible inside CatalogàShared
Folders
On the same folder, click on (select) any of the data source,
say TestReport, and then click on Permissions
below. Select all the relevant boxes and click Ok. Also, check the box Apply
permissions to items within this folder. The same step has to be repeated
for P6Reports as well.
For the first one, that is P6Reports (P6SSRPT),
·
Log
into BI Publisher as Administrator.
·
Go to Catalog Folders.
·
Expand
P6Reports.
·
Open
the Activity folder.
·
Under
that click Edit on Activity Look Ahead report.
·
Click
the Magnifying Glass icon (top left
corner).
·
Expand
P6Reports and select Activity.
·
Choose
Activity Look Ahead from the right pane.
·
Click
Open.
·
Close
the report.
Repeat this for each and every report under P6Reports. You
will get relevant data model for each one of them.
Now there is one glitch, if we have only one data source,
then this step could have done only. Otherwise we will have to select the data
source separately. Assuming, we will first do everything for the first data
source, and then we will start for the next one, the extra steps will be
required for second data source only.
Now for the second one, that is TestReport (ukpn),
Follow the steps as mentioned above for first one.
Then we need to assign the data source manually for this. For
the first one, it took the P6Reports as default. On the top lefty, the Data Model name is written, click on
that. In this case click on Activity
Look Ahead
Then click on the Data
Model on the left pane.
Then on the left pane, Click on the first name appearing
under List of Values. In this case,
this is Project ID List.
Now on the right pane, select the correct data source name
from the drop down list of Data Source. In
this case it will be ukpn. If there is any more values, which needs to
be selected inside the List of Values,
which will also appear in the right pane. Set the correct Data Source for that list also.
Please don’t forget to save the changes and then restart the
BI Publisher server.
Login adminconfig
console and go to ConfigurationsàCustomàPrimavera P6 ConfigurationàDatabaseàInstanceàBI Publisher
Fill the details like below:
Server URL: http://ABMPRIMTNWS01.xyd.Local:8207/xmlpserver/services/PublicReportService
Version: 11.1.1.7.0
Admin Username: pxadmin
Password: Jupiter
Marked section in the Server
URL is the url of BI Publisher console.
Similarly, the entries for the second instance have to be
filled up from the adminconfig console of that instance. Although in our case,
we will have a single adminconfig console and from there we
need to make a duplicate copy of the connection (which will
be duplicated to make another connection).
Please note the difference in the Folder Path(s) value. Bounce Primavera after adding this
configuration.
Login to Primavera console using Administrator privilege. Go
to AdministratoràUser AccessàUsers
Click on ‘+’ sign and provide the
details
In the Module Access
detail window below, give the user the required access. Please note that Enterprise
Reports privilege should be selected for report users.
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