3 Integrating Oracle Business Intelligence Presentation Services With Oracle WebCenter

3.2.1.1 Checking for Installed JDeveloper Extensions

Use this procedure if you are not sure whether you have the required WebCenter and Oracle BI EE extensions.

1. In JDeveloper, click the Help menu and click About. The "About Oracle JDeveloper 11g" dialog displays.

2. Click the Extensions tab to view a list of the installed extensions. To sort the list, click either the Name or Identifier column heading.

3.2.1.2 Installing the Required JDeveloper Extensions

Use this procedure to install the require extensions.

1. From the JDeveloper Help menu, select Check for Updates.

2. Follow the steps in the wizard to locate, download, and install the WebCenter and Oracle BI EE extensions.

3.2.2.1 Creating a WebCenter Application

Use the following procedure to create WebCenter application and JSF page.

To create a WebCenter application:

1. In Oracle JDeveloper, click File and select New. The New Gallery dialog displays.

2. In the Categories field's tree structure, locate the General branch and underneath it, find and click Applications. A list with descriptions of the available application types displays in the Items field. From this list, select WebCenter Application and click OK. The Create New WebCenter Application wizard displays.

3. Use the wizard to set up and create the WebCenter application. For more information about setting up the application, click the Help button to access the online help.

4. Click Finish.

5. In the application's Project pane, locate, highlight, and right-mouse click ViewController. From the list of options, select New. The New Gallery dialog displays.

6. In the Categories field's tree structure, locate the Web Tier. A list with the descriptions of the available options display in the Items field. From this list, select JSF Page and click OK. The Create JSF Page dialog displays.

7. Create the JSF page, making sure that the Create an XML Document (*.jspx) field is selected. For more information about setting up the JSF page, click the Help button to access the online help. Click OK. The newly created JSPX page displays.

8. In the Component Palette pane, locate the options list and select Oracle Composer. The field updates to display the corresponding components, layouts, and operations.

9. From the Common Components category, select Change Mode Link and drag and drop it in the following location within the <your_page_name>.jspx - Structure tab:

   jsp.root > f:view > af:form > pe:changeModeLink

10. From the Common Components category, select Page Customizations and confirm that Oracle JDeveloper adds it after the pe:changeModeLink item that you added in the above step. It, along with its subordinate items (cust:panelCustomizable and Page Customizable facets), should be located in the following location within the <your_page_name>.jspx - Structure tab:

    jsp.root > f:view > af:form > pe:pageCustomizable

11. Save the application.

3.2.2.2 Configuring the Application to Display the Oracle BI EE Presentation Catalog

Use this procedure to add the Presentation Catalog to the WebCenter application's folder list. At runtime, the catalog displays in the WebCenter Resource Catalog where the users can browse to business intelligence objects and add them to their WebCenter Spaces page.

To display the Presentation Catalog in the WebCenter application's folder list:

1. In the WebCenter application that you created with Oracle JDeveloper, locate the Project pane, select ViewController, right-click, and select Project Properties. The Project Properties dialog displays.

2. In the available properties pane, select Technology Scope and from the Available field, select BI ADF Components, and click the Add (>) button to add it to the project's technology scope.

3. In the available properties pane, select Libraries and Classpath, and click the Add button. The Add Library dialog displays.

4. Add the following libraries to the project, and click OK.

   • BI ADF

   • BI ADF Taskflow

   • BI SOAP Connection Runtime

   • BI View Object Runtime

5. Save the application.

6. Locate and open the following default resource catalog file that was created when you saved the WebCenter application:

   <your_application_home>\mds\oracle\adf\rc\metadata\default-catalog.xml

7. Add the following <customFolder> entry under the <catalogDefinition> - ><contents> folder:

   <customFolder id="oracleBIContent"
       name="Oracle BI"
       description="Oracle BI Presentation Services Content"
       factoryClass="oracle.bi.presentation.rescat.
         BICatalogInitialContextFactory"/>
   

8. In the application's Project pane, locate and open the web.xml file.

9. Update the file to include the BIRegionServlet definition by adding the BiRegionServlet definition:

   <servlet>
       <servlet-name>biregionservlet</servlet-name>
       <servlet-class>oracle.bi.presentation.servlet.
         BIRegionServlet</servlet-class>
       <load-on-startup>1</load-on-startup>
   </servlet>
    
   <servlet-mapping>
       <servlet-name>biregionservlet</servlet-name>
       <url-pattern>/BIProxy/*</url-pattern>
   </servlet-mapping>
   

   Make sure that the filter mapping of BIRegionFilter displays before the filter-mapping definition. For example:

   <filter-mapping>
       <filter-name>BIRegionFilter</filter-name>
       <servlet-name>Faces Servlet</servlet-name>
       <dispatcher>FORWARD</dispatcher>
       <dispatcher>REQUEST</dispatcher>
   </filter-mapping>
   
   <filter-mapping>
       <filter-name>adfBindings</filter-name>
       <servlet-name>Faces Servlet</servlet-name>
       <dispatcher>FORWARD</dispatcher>
       <dispatcher>REQUEST</dispatcher>
   </filter-mapping>
   

3.2.2.3 Enabling the BI ADF Taskflow Permission

Use the following procedure to enable the BI ADF taskflow permissions in your application's security settings.

To enable the BI ADF taskflow permissions:

1. Locate and open the jazn-data.xml file. This file resides in the following location:

   <your_application_root>\src\META-INF\jazn-data.xml

2. Add the following element to this file:

   <permission>
       <class>oracle.adf.controller.security.TaskFlowPermission</class>
       <name>/WEB-INF/oracle/bi/presentation/taskflow/
          task-flow-definition.xml#task-flow-definition</name>
       <actions>customize,personalize,view</actions>
   </permission>
   

3.2.3.1 Adding Business Intelligence Content at Runtime

Use this procedure to test the WebCenter application by adding business intelligence content to the WebCenter application.

1. Run the .jspx page that you created.

2. In the running page, click the Edit link to enter the edit mode.

3. Click Add Content. The WebCenter Resource Catalog displays.

4. Browse to and open the Oracle BI folder.

5. Click the host machine to which you want to connect. The contents of the catalog display.

6. Browse to and click the Add link for the object that you want to add to the .jspx page.

7. Confirm that the application correctly added the object.

3.2.3.2 Modifying a Business Intelligence Object's Prompt Values

Use this procedure to test the WebCenter application by changing an analysis or dashboard's filter or prompt values.

1. Run the .jspx page that you created.

2. In the running page, click the Edit link to enter the edit mode.

3. Add an analysis or dashboard that contains a filter or prompt. For more information about adding business intelligence content to the .jspx page, see "Adding Business Intelligence Content at Runtime".

4. Click Configure. The "Editing Page dialog" displays.

5. Modify the values and click Save.

6. Confirm that the application correctly applied the modified prompt values.

3.2.3.3 Modifying a Business Intelligence Task Flow's Initialization Parameters

Use the following procedure to test the business intelligence task flow's initialization parameters.

1. Run the .jspx page that you created.

2. In the running page, click the Edit link to enter the task flow's edit mode.

3. Add a business intelligence object. For more information about adding business intelligence content to the .jspx page, see "Adding Business Intelligence Content at Runtime".

4. Locate the business intelligence object and click Edit. The "Component Properties dialog" displays.

5. Go to the Parameters tab and modify the object's parameters. Click OK.

6. Confirm that the application correctly applied the modified prompt values.