9 Customizing OracleBI Discoverer

This chapter explains how you can customize Discoverer's look and feel (LAF). For example, you might want to replace Discoverer Viewer's Oracle logo with a different organization logo, or change the user interface background color.

This chapter contains the following topics:

Section 9.1, "Customizing Discoverer Plus/Plus OLAP"
Section 9.2, "Customizing Discoverer Viewer"

9.1 Customizing Discoverer Plus/Plus OLAP

This section explains how to customize the LAF for Discoverer Plus/Plus OLAP.

9.1.1 About LAF styles available in Discoverer Plus/Plus OLAP

The following LAF styles are available:

browser

The screenshot below shows the 'browser' LAF.

Description of the illustration laf_brow.gif
oracle

The screenshot below shows the 'oracle' LAF.

Description of the illustration laf_orc.gif
plastic

The screenshot below shows the 'plastic' LAF.

Description of the illustration laf_plas.gif
system

The screenshot below shows the 'system' LAF.

Description of the illustration laf_sys.gif

You can also create your own LAF and make this available as a LAF called custom. For more information, see Section 9.1.4, "How to define a custom LAF for Discoverer Plus/Plus OLAP".

Notes

The Plastic look and feel only works with the Java Plug-in JVM (i.e. not with the JInitiator JVM). To deploy Discoverer Plus with the Plastic look and feel, you must ensure that:
- you select Plastic as the look and feel option in Oracle Application Server control (for more information, see Section 9.1.3, "How to change the Discoverer Plus/Plus OLAP LAF for all end users")
- you select Java Plug-in as the JVM option in Oracle Application Server control (for more information, see Section 5.9.1, "How to specify a different Java Virtual Machine for Discoverer Plus")

9.1.2 How to change LAF styles for Discoverer Plus Relational and OLAP

You can change the LAF style for Discoverer Plus Relational and OLAP two ways:

for all end users (i.e. for all end users connecting to a particular OracleBI install) by specifying a LAF on the Discoverer middle tier (for more information, see Section 9.1.3, "How to change the Discoverer Plus/Plus OLAP LAF for all end users")
for a particular end users, using the LookAndFeelName URL parameter (for more information, see Section 13.8, "Discoverer Plus URL parameters")

9.1.3 How to change the Discoverer Plus/Plus OLAP LAF for all end users

You change the change the Discoverer Plus/Plus OLAP LAF to change the background color, button style, and font style in Discoverer Plus/Plus OLAP. Look and feel types available are system, browser, oracle, and custom (if specified). For more information about LAF styles available, see Section 9.1.1, "About LAF styles available in Discoverer Plus/Plus OLAP".

To change the Discoverer Plus/Plus OLAP LAF:

Display the Application Server Control Discoverer Home page (for more information, see Section 5.1.3, "How to display the Application Server Control Discoverer Home page").
In the Components area, select the Discoverer Plus link in the Name column to display the Discoverer Plus home page.

Description of the illustration em_plus.gif
Select the Look And Feel link to display the Look And Feel area.

Description of the illustration em_plus2.gif
Use the Look And Feel drop down list to select a LAF style (e.g. system, plastic).
Click OK.

When end users start Discoverer Plus and Discoverer Plus OLAP, the LAF that you selected will be deployed.

9.1.4 How to define a custom LAF for Discoverer Plus/Plus OLAP

You define a custom LAF for Discoverer Plus/Plus OLAP to enable you to deploy Discoverer using your own LAF (i.e. different to the LAFs shipped with Discoverer, for example, browser, plastic).

Note: You must supply your own LAF class and copy the JAR file containing the LAF class into the /discoverer/lib directory (e.g. <ORACLE_HOME>/discoverer/lib/).

To define a custom LAF for Discoverer Plus/Plus OLAP on a global basis:

Open the configuration.xml file (for more information about the location of configuration files, see Section A.1, "List of Discoverer file locations").
Locate the plus element in the Discoverer Servlet configuration area (see example element highlighted below).

Description of the illustration laf_file.gif
In the plus element, change the laf attribute to custom.

For example, change <plus laf="browser" ... to <plus laf="custom" ...
Replace the lafJar attribute with the value with the name of the JAR file containing the LAF (i.e. the JAR file that you copied into the Discoverer utility directory).
Replace the lafClass attribute with the fully qualified Java class name of the LAF.

For example, javax.swing.plaf.metal.MetalLookAndFeel.
Save the configuration.xml file.

When end users start Discoverer Plus or Discoverer Plus OLAP, the custom LAF is applied.

You can change the LAF back to one of the standard LAFs installed with Discoverer using Oracle Application Server Control (for more information, see Section 9.1.3, "How to change the Discoverer Plus/Plus OLAP LAF for all end users").

9.2 Customizing Discoverer Viewer

This section explains how to customize Discoverer Viewer.

9.2.1 What is Discoverer Viewer customization?

Discoverer Viewer customization is divided into two categories: layout, and look and feel (LAF). Layout customization enables you to display or hide page elements (e.g. the Exit button, Help button and Action links) and change the target of some links (e.g. you can specify a URL for the Exit button). LAF customization enables you to change the font size and colors used in Viewer pages (e.g. the text that appears in links).

For example, you can customize Discoverer Viewer as follows:

Change Discoverer's interface font styles and colors to match your organization's Internet LAF. For more information, see Section 9.2.2, "How to change the default Discoverer Viewer LAF".
Change Discoverer Viewer's layout (e.g. change the company logo or hide and display links). For more information, see Section 9.2.3, "How to change the default Discoverer Viewer layout".

You might also change the layout to maximize caching in OracleAS Web Cache (for more information, see Section 8.5.3, "How to configure Discoverer Viewer to enable maximum caching").

Note: If you have deployed Discoverer in a multiple machine installation, note the following:

If you want to deploy the same customized Discoverer Viewer user interface across all machines, you must repeat the customization changes on each Discoverer middle tier machine.

9.2.2 How to change the default Discoverer Viewer LAF

You change the default Discoverer Viewer interface LAF when you want to provide a customized LAF to end users. For example, you might want to change the background page color or fonts.

To change the default Discoverer Viewer LAF:

Display the Application Server Control Discoverer Home page for the machine that you want to configure (for more information, see Section 5.1.3, "How to display the Application Server Control Discoverer Home page").
In the Components table, select Discoverer Viewer in the Name column to display the Discoverer Viewer home page.

Description of the illustration em_view.gif
Display the Customization tab.
Select Look and Feel from the Customize drop down list and click Go to display the Customize Look and Feel page.
Description of the illustration laf.gif
Make changes as required.

For example, to change the color of all displayed links, click the color palette icon next to the Links field and select a color. Alternatively, you can enter the Hexadecimal value in the appropriate field (e.g. enter #0000FF to use the color blue).

Note: Changes that you make to color and fonts apply to the Discoverer Viewer user interface, not to the worksheet text styles and colors. Worksheet text styles and colors are specified in Discoverer Plus/Plus OLAP.
Click Preview to display your changes in the Preview area.
Click Apply to save the changes you have made.
Run Discoverer Viewer and open a workbook.

Hint: If you have an existing Discoverer Viewer session running, refresh the browser to update Discoverer Viewer with changes that you have made.

The LAF changes that you made are be applied to all new or refreshed Discoverer Viewer browser sessions.

Notes

You do not customize the actual worksheet text styles and cell colors of Discoverer Viewer using the LAF. You define worksheet text styles and cell colors in Discoverer Plus.

If you want consistent worksheet text styles and cell colors (i.e. all worksheets have the same cell color and text color), make sure that Discoverer Plus users format worksheet cells in the same way. For more information, see Oracle Business Intelligence Discoverer Plus User's Guide.
To display or remove Discoverer Viewer links (e.g. the Preferences link), see Section 9.2.3, "How to change the default Discoverer Viewer layout".
For more information about the fields on this page, see the Oracle Enterprise Manager help.

9.2.3 How to change the default Discoverer Viewer layout

You change the default Discoverer Viewer layout when you want to provide a customized layout to end users. For example, you might want to change the company logo or hide the Preferences link.

To change the default Discoverer Viewer layout:

Display the Application Server Control Discoverer Home page for the machine that you want to configure (for more information, see Section 5.1.3, "How to display the Application Server Control Discoverer Home page").
In the Components table, select Discoverer Viewer in the Name column to display the Discoverer Viewer home page.

Description of the illustration em_view.gif
Display the Customization tab.
Select Layout from the Customize drop down list and click Go to display the Customize Layout page.
Description of the illustration layout.gif
Make changes as required.

For example, you might want to replace the default Discoverer Viewer logo with an organization logo using an alternative graphic file:
1. Click the Logo check box.
2. Click the File radio button.
3. Click Browse to locate a graphic file (e.g. mycompanylogo.gif) to use as an alternative logo to appear on Viewer pages.
  
  Note: If you change the Discoverer Viewer logo, the new logo is also displayed on the Connect to Discoverer Viewer page and the Connect to Discoverer Plus page (for more information, see Section 4.4, "About the Discoverer connections page").
Click Preview to display your changes in the Preview area.
Click Apply to save the changes you have made.
Run Discoverer Viewer and open a workbook.

Hint: If you have an existing Discoverer Viewer session running, refresh the browser to update Discoverer Viewer with changes that you have made.

The layout changes that you made will be applied.

Notes

To change the LAF of Discoverer Viewer (e.g. colors and fonts), see Section 9.2.2, "How to change the default Discoverer Viewer LAF"
For more information about the fields on this page, see the Oracle Enterprise Manager help.