Integration Roadmap for Oracle Business Intelligence Enterprise ...

Integration Roadmap for Oracle Business Intelligence Enterprise Edition and Oracle Enterprise Performance Management System

EPM System Integration Roadmap for Oracle Business Intelligence Enterprise Edition and Oracle Enterprise Performance Management System , 11.1.2.3 Copyright © 2011, 2013, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Chapter 1. Oracle BI EE and BI Publisher Integration Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Oracle BI EE and BI Publisher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Chapter 2. EPM Workspace Integration Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Chapter 3. Essbase Server Integration Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Chapter 4. Essbase Studio Integration Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Chapter 5. Financial Reporting Integration Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Contents

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Contents

Documentation Accessibility

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Documentation Accessibility

Oracle BI EE and BI Publisher Integration Points

1 In This Chapter

Oracle BI EE and BI Publisher ............................................................................. 7

This chapter lists EPM System integration points from Oracle BI EE and BI Publisher.

Oracle BI EE and BI Publisher Table 1

Oracle BI EE and BI Publisher Integration Points with EPM System

I have Oracle BI EE or BI Publisher release...

I want to...

Supported versions

Links to documentation

10.1.3.3.2

Use Essbase as a data source for Oracle BI EE or BI Publisher

Essbase Release 9.3.x through 11.1.2.3

Section 10.1, "Support for Hyperion Essbase as a Data Source" in Oracle Business Intelligence New Features Guide

10.1.3.4.x

Use Essbase as a data source for Oracle BI EE or BI Publisher

Essbase Release 9.3.x through 11.1.2.3

Section 10.1, "Support for Hyperion Essbase as a Data Source" in Oracle Business Intelligence New Features Guide

Oracle BI EE and BI Publisher

7


I want to...

10.1.3.4.x

Launch Oracle BI EE or BI Publisher from EPM Workspace

Supported versions

l

EPM Workspace Release 11.1.1.0 through 11.1.1.4

l

EPM Workspace Release 11.1.2.0 through 11.1.2.3


l

l

l

l

l

l

l

l

11.1.1.3

Use Essbase as a data source

l

Essbase Release 9.3.3+

l

Essbase Release 11.1.1.3.500

l

Essbase Release 11.1.1.4

l


l


l

Essbase Release 11.1.2.2.000 (Patch 11865143)

l


l

l

l

l

8


Section 12.5, "Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence New Features Guide "Issue Registering Oracle BI EE on UNIX Computers with EPM Workspace" in Oracle Business Intelligence Release Notes "Unable to Navigate from BI Answers to Interactive Dashboards in EPM Workspace" in Oracle Business Intelligence Release Notes For EPM Workspace 11.1.1.x: “Integrating BI Publisher into EPM Workspace” and “Integrating Oracle BI EE into EPM Workspace” in EPM System Installation and Configuration Guide For EPM Workspace 11.1.2.0: “Prerequisites for Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2.0” and “Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2.0” in EPM System Installation and Configuration Guide For EPM Workspace 11.1.2.1: “Prerequisites for Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2.1” in EPM System Installation and Configuration Guide For EPM Workspace 11.1.2.2: “Integrating Oracle BI EE with EPM System” in EPM System Installation and Configuration Guide For EPM Workspace 11.1.2.3: “Integrating Oracle BI EE and BI Publisher with EPM Workspace” in EPM System Deployment Options Guide "Setting Up Essbase Data Sources" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Working with Essbase Data Sources"in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Integrating with Essbase and Hyperion Financial Management Data Sources with No Shared Connection Pool" in Oracle Fusion Middleware Release Notes Appendix B, "Understanding the Default Security Configuration" in Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition


I want to...

11.1.1.3

Use Financial Management as a data source

Supported versions

l

Financial Management Release 9.3.3+

l

Financial Management Release 11.1.1.3 through 11.1.1.4

l


l

l

Financial Management Release 11.1.2.0 through 11.1.2.3 l

l

l

l

l

11.1.1.3


11.1.1.3

Navigate to EPM Content for Financial Reporting content

"Setting Up Hyperion Financial Management Data Sources" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Working with Hyperion Financial Management Data Sources" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Integrating with Essbase and Hyperion Financial Management Data Sources with No Shared Connection Pool" in Oracle Fusion Middleware Release Notes "Connecting to Hyperion Financial Management Data Sources with an 11g Client" in Oracle Fusion Middleware Release Notes (11.1.1.5 only) "Hyperion Financial Management Data Sources Only Available for Windows Deployments" in Oracle Fusion Middleware Release Notes For Financial Management Release 11.1.2.2, see "Integrating Oracle BI EE with EPM System" in EPM System Installation and Configuration Guide For Financial Management Release 11.1.2.3, see "Configuring the Environment for Financial Management and Oracle BI EE Integration" in EPM System Deployment Options Guide

Not supported

l

Financial Reporting Release 11.1.2.0 through 11.1.2.3

l

l

"Navigate to EPM Content" in Oracle Fusion Middleware Integrator's Guide for Oracle Business Intelligence Enterprise Edition "Actions that Navigate to Related Content" in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition


9


I want to...

11.1.1.5+

Use Essbase as a data source

Supported versions

l

Essbase Release 9.3.3+

l

Essbase Release 11.1.1.3.500

l


l


l


l

Essbase Release 11.1.2.2.000 (Patch 11865143)


l

l

l

l

Essbase Release 11.1.2.3 l

11.1.1.5+

Use Financial Management as a data source

l

Financial Management Release 9.3.3+

l


l


l

l

l

l

l

l

l

10


For BI EE 11.1.1.7: "Introduction to Using Oracle Essbase and Associated Components in Oracle Business Intelligence" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition "Setting Up Essbase Data Sources" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Working with Essbase Data Sources"in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Appendix B, "Understanding the Default Security Configuration" in Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition "Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when Communicating with Essbase, Hyperion Financial Management, and EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition "Setting Up Hyperion Financial Management Data Sources" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Working with Hyperion Financial Management Data Sources" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition "Connecting to Hyperion Financial Management Data Sources with an 11g Client" in Oracle Fusion Middleware Release Notes (11.1.1.5 only) "Hyperion Financial Management Data Sources Only Available for Windows Deployments" in Oracle Fusion Middleware Release Notes For Financial Management Release 11.1.2.2, see "Integrating Oracle BI EE with EPM System" in EPM System Installation and Configuration Guide For Financial Management Release 11.1.2.3, see "Configuring the Environment for Financial Management and Oracle BI EE Integration" in EPM System Deployment Options Guide


I want to...

Supported versions


11.1.1.5+

Navigate to EPM Content for Financial Reporting content

Financial Reporting Release 11.1.2.0 through 11.1.2.3

l

l

l

11.1.1.5


Not supported

11.1.1.6


Not supported

11.1.1.7


l

EPM Workspace 11.1.2.2

l

EPM Workspace 11.1.2.3

l

l

l

l

"Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when Communicating with Essbase, Hyperion Financial Management, and EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition "Navigate to EPM Content" in Oracle Fusion Middleware Integrator's Guide for Oracle Business Intelligence Enterprise Edition "Actions that Navigate to Related Content" in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition

"Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when Communicating with Essbase, Hyperion Financial Management, and EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition "Configuring for Integration with EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition For EPM Workspace Release 11.1.2.2, see "Integrating Oracle BI EE with EPM System" in EPM System Installation and Configuration Guide For EPM Workspace Release 11.1.2.3, see "Configuring the Environment for Financial Management and Oracle BI EE Integration" in EPM System Deployment Options Guide


11

12


2

EPM Workspace Integration Points

This chapter lists Oracle BI EE integration points from EPM Workspace. Table 2

EPM Workspace Integration Points with Oracle BI EE and BI Publisher

I have EPM Workspace release...

I want to...

11.1.1.0 through 11.1.1.4


Supported versions

l

Oracle BI EE Release 10.1.3.4.x Note: Not supported for Oracle BI EE Release 11.1.1.3, 11.1.1.5, 11.1.1.6, or 11.1.1.7.

l

BI Publisher Release 10.1.3.4.x


l

l

l

Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, 11.1.1.6, or 11.1.1.7. 11.1.2.0


l


l

BI Publisher Release 10.1.3.4.x Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, 11.1.1.6, or 11.1.1.7.

l

l

l

Section 12.5, "Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence New Features Guide "Setting Up Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence Publisher Administrator's and Developer's Guide Enterprise Edition For EPM Workspace 11.1.1.x: “Integrating BI Publisher into EPM Workspace” and “Integrating Oracle BI EE into EPM Workspace” in EPM System Installation and Configuration Guide

Section 12.5, "Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence New Features Guide "Setting Up Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence Publisher Administrator's and Developer's Guide Enterprise Edition For EPM Workspace 11.1.2.0: “Prerequisites for Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2” and “Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2” in EPM System Installation and Configuration Guide

13


I want to...

11.1.2.1


Supported versions

l


l

BI Publisher Release 10.1.3.4.x


l

l

l

Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, 11.1.1.6, or 11.1.1.7. 11.1.2.2


l

Oracle BI EE Release 11.1.1.7

l

Note: Not supported for Oracle BI EE Release 11.1.1.3, 11.1.1.5, or 11.1.1.6. l

BI Publisher Release 11.1.1.7

l

Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, or 11.1.1.6. l

Oracle BI EE Release 10.1.3.4.x

l


BI Publisher Release 10.1.3.4. x Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, 11.1.1.6, or 11.1.1.7.

14


l

Section 12.5, "Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence New Features Guide "Setting Up Integration with Oracle Enterprise Performance Management Workspace" in Oracle Business Intelligence Publisher Administrator's and Developer's Guide Enterprise Edition For EPM Workspace 11.1.2.1: “Prerequisites for Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2. 1” in EPM System Installation and Configuration Guide For EPM Workspace 11.1.2.2 and Oracle BI EE Release 10.1.3.4.x, see “Integrating Oracle BI EE with EPM System” in the EPM System Installation and Configuration Guide For EPM Workspace 11.1.2.2 and Oracle BI EE 11. 1.1.7, see Configuring for Integration with EPM Workspace in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition "Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when Communicating with Essbase, Hyperion Financial Management, and EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition See also the documentation references in the row above for Oracle BI EE Release 10.1.3.4.x.


I want to...

11.1.2.3


Supported versions

l

Oracle BI EE Release 11.1.1.7


l


BI Publisher Release 11.1.1.7 l

Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, or 11.1.1.6. l l

Oracle BI EE Release 10.1.3.4.x Note: Not supported for Oracle BI EE Release 11.1.1.3, 11.1.1.5, or 11.1.1.6.

l

BI Publisher Release 10.1.3.4. x

l

For EPM Workspace 11.1.2.3 and Oracle BI EE Release 11.1.1.7, see "Configuring for Integration with EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition For EPM Workspace 11.1.2.3: “Integrating Oracle BI EE and BI Publisher with EPM Workspace” in EPM System Deployment Options Guide "Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when Communicating with Essbase, Hyperion Financial Management, and EPM Workspace" in Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition See also the documentation references in the row above for Oracle BI EE Release 10.1.3.4.x.

Note: Not supported for BI Publisher Release 11.1.1.3, 11.1.1.5, 11.1.1.6, or 11.1.1.7.

15

16


Essbase Server Integration Points

3

This chapter lists Oracle BI EE integration points from Essbase Server. Table 3

Essbase Server Integration Points with Oracle BI EE

I have Essbase Server release...

I want to...

Supported versions


11.1.1.3

Use Oracle BI EE as a data source

Oracle BI EE Release 10.1.3.4.1

“Building Dimensions and Loading Data” in Oracle Essbase Database Administrator’s Guide

11.1.1.4



“Building Dimensions and Loading Data” in Oracle Essbase Database Administrator’s Guide

11.1.2.0 through 11.1.2.3



l

l

l

l

l

For Essbase Release 11.1.2.0: “(UNIX) Configuring the Environment for Essbase and Oracle BI EE Integration” in EPM System Installation and Configuration Guide For Essbase Release 11.1.2.1: “(UNIX) Configuring the Environment for Essbase and Oracle BI EE Integration” in EPM System Installation and Configuration Guide For Essbase Release 11.1.2.2: “(UNIX) Configuring the Environment for Essbase and Oracle BI EE Integration” in EPM System Installation and Configuration Guide For Essbase Release 11.1.2.3: “(UNIX) Configuring the Environment for Essbase and Oracle BI EE Integration” in EPM System Deployment Options Guide “Building Dimensions and Loading Data” in Oracle Essbase Database Administrator’s Guide

17

18

Essbase Server Integration Points

4

Essbase Studio Integration Points

This chapter lists Oracle BI EE integration points from Essbase Studio. Table 4

Essbase Studio Integration Points with Oracle BI EE

I have Essbase Studio release...

I want to...

Supported versions


11.1.1.3



Essbase Studio User's Guide

11.1.1.4




11.1.2.0 through 11.1.2.3



l


19

20

Essbase Studio Integration Points

5

Financial Reporting Integration Points

This chapter lists Oracle BI EE integration points from Financial Reporting. Table 5

Financial Reporting Integration Points with Oracle BI EE

I have Financial Reporting release...

I want to...

Supported versions


11.1.2.0 through 11.1.2.3

Add URLs to a book from Oracle BI EE


l

“Adding URLs From the OBIEE Server” in Financial Reporting Workspace User’s Guide

21

22

Financial Reporting Integration Points