Integrating Forms, Reports and Discoverer into Portal 9.0.2.ppt

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1、Integrating Forms, Reports and Discoverer into Portal 9.0.2,Chris Ostrowski Technical Management Consultant TUSC,Session id: 36846,Topics Covered,Introduction Why do we want to Integrate? Native Support in Portal Oracle Reports Oracle Forms Oracle Discoverer Summary,Introduction,What is Oralce9iAS?

2、Apache Web Server Oracle enhancements / additions: mod_plsql Web Cache Single Sign-On OC4J Wireless,Introduction,What is Oralce9iAS? Oracle enhancements / additions this presentation focuses on: Forms Server can view forms via web browser Reports Server can view reports via web browser Discoverer Se

3、rver can view and create workbooks and worksheets via web browser Portal,Introduction,What is Portal? Web-based Development/Design Environment Has security model built-in Uses SSO Wizard-based UI Templates automatically maintain visual consistency,Why do we want to Integrate?,Existing applications m

4、ature and stable Not feasible to hire/train in new skill sets Features and functionality in Forms/Reports not available in Portal Fat-client based applications can be eliminated Portal contains complete and simple security model Portal contains user interface templates allow developers to maintain v

5、isual consistency easily,Native Support in Portal,Reports Yes, ready “out of the box” Discoverer Yes, but many steps needed to make Workbooks available Forms No, but we can still integrate into Portal,Component #1: Oracle Reports,Reports Server Serves up existing .rdf or .rep files to a web browser

6、Older Reports may have to be recompiled Reports and Forms compiler provided with 9iAS One server is automatically installed with 9iAS (if you chose the Business Intelligence and Forms option) Can have its status checked and be started and stopped via the Enterprise Manager Web site EM Web site locat

7、ed at: http:/:1810,Component #1: Oracle Reports,Reports Server Reports Server status can also be checked at:http:/:/reports/rwservlet/showjobs?server= Bug shows status down in EM Website. See Metalink document # 212551.1 At least one Reports Server must be running to display reports in Portal,Compon

8、ent #1: Oracle Reports,Testing the Reports Server: Go to Welcome page for Middle-Tier: http:/: Click on: Demonstrations Business Intelligence and Forms Reports Services “Test A Paper Report On The Web” Replace the reports server name with the name of the reports server you want to test Replace the c

9、onnect string with any valid connect string Change DesFormat to HTML 4.0 Click “Run Report”,Reports Integration Method #1: Using the Portal URL component,Not the native way No Portal-specific functionality available Quickest Create URL component in Portal Place URL component on page,Reports Integrat

10、ion Method #1: Using the Portal URL component,Securing the reports URL Keymap file: Hides report details from URL Located in /reports/conf cgicmd.dat Format: key: report parameters Example: test_report: destype=cache desformat=HTMLCSS server=rep_oski-mobile report=test.rdf userid=system/manageriasdb

11、,Reports Integration Method #1: Using the Portal URL component,Securing the reports URL (continued) Accessing the keymap file: http:/:/reports/rwservlet?key Example:http:/oski-:7778/reports/rwservlet?test_reportCan be placed in URL component of Portal Changes to keymap file require the OC4J_BI_FORMS

12、 component to be bounced,Reports Integration Method #2: Using the native Portal method,Oracle Reports Security settings page Located on Administer tab on the Builder page Allows you to define access and create calendars that can be associated with: Reports Servers Printers Reports Definition Files (

13、.rdfs),Reports Integration Method #2: Using the native Portal method,Oracle Reports Security settings page (continued) Once access to an .rdf is defined, it shows up as a component within a Portal Database Provider That component can then be placed on a page and manipulated like any other Portal com

14、ponent,Reports Integration Method #2: Using the native Portal method,Oracle Reports Security settings page (continued) Using keymap file entries when you define entries in the Reports Definition File Access portlet: Entries in keymap file will override anything specified in Reports Definition File A

15、ccess portlet Create Reports Definition File Access, then click Customize. Specify key in CGI/Servlet Command Key field,Reports Integration: Reports Server Administration,rwserver Executable in /bin Starting/Creating a Reports Server: rwserver server= Will create a new server if doesnt exist Stoppin

16、g a Reports Server: rwserver server= shutdown=immediate Creating a Reports Server as a Windows Service: rwserver server= install autostart=yes,Component #2: Oracle Forms,Forms Server Automatically installed with 9iAS (if you chose the Business Intelligence and Forms option) Can have its status check

17、ed and be started and stopped via the Enterprise Manager Web site EM Web site located at: http:/:1810 Forms component dependant on OC4J_BI_FORMS component. Cannot be started or stopped independently,Component #2: Oracle Forms,Testing the Forms Server: Go to welcome page for Middle-Tier: http:/: Clic

18、k on: Demonstrations Business Intelligence and Forms The Forms Services link next to the text that starts, “Demonstrates a test form” If this is the first time youre attempting to run an Oracle form, you will be prompted to install a browser plug-in called JInitiator,Component #2: Oracle Forms,Secur

19、ing the forms URL Forms Servlet Configuration File: Hides form details from URL Located in /forms90/server formsweb.cfg Format: named configuration attribute1 attribute2 Example: test_form form=test.fmx,Component #2: Oracle Forms,Securing the forms URL (continued) Accessing the Forms Servlet Configu

20、ration File: http:/:/servlet/f90servlet?config=named config Example: http:/oski-mobile:7778/servlet/f90servlet?config=test_form Can be placed in URL component of Portal,Component #2: Oracle Forms,Securing the forms URL (continued) Changes to Forms Servlet Configuration File require the OC4J_BI_FORMS

21、 component to be bounced,Component #2: Oracle Forms,Be aware of default parameter settings in beginning of formsweb.cfg file Any reference to non-existent named configurations will result in default parameters being used Comment out default parameters or direct users/developers to help page If form

22、is displayed via URL component in Portal, end-users wont have the ability to change URL,Component #3: Oracle Discoverer,Multi-Step process: Register the Discoverer Portlet Provider Only needs to be performed once Create Discoverer Public connections Add Discoverer portlet to region Configure Discove

23、rer portlet,Component #3: Oracle Discoverer,Step 1: Register the Discoverer Portlet Provider Check that Discoverer Portlet provider is running: http:/:/discoverer/portletprovider On Build tab in Portal, click “Register A Portlet Provider” Page 1 of wizard: Enter Name and Display Name for Discoverer

24、Portlet Provider (arbitrary) Page 2 of wizard: Enter URL from above,Component #3: Oracle Discoverer,Step 2: Create Discoverer Public connections Enterprise Manager Web site for Middle-Tier: http:/:1810 Click Discoverer Component Click “General Discoverer” Click “Create Connection” Enter connection i

25、nformation for a user that has a Discoverer EUL (End-User Layer) built Connection string must resolve to entry in tnsnames.ora file in /network/admin,Component #3: Oracle Discoverer,Step 3: Add Discoverer portlet to region In Portal, select a page group Click “Layout” link on top of page Click “Add

26、Portlets” icon in a region Click on “New” link Click on name of Discoverer Portlet provider Click “Worksheet”,Component #3: Oracle Discoverer,Step 3: Add Discoverer portlet to region, part 2 Click “Graphical” link on top of page Discoverer Portlet displays with error Why? Portlet needs to be configu

27、red next step,Component #3: Oracle Discoverer,Step 4: Configure Discoverer portletClick “Layout” link on top of page Click “Edit Defaults” link next to Discoverer Portlet Walk through 7-step wizard to configure Discoverer portlet,Component #3: Oracle Discoverer,Step 4: Configure Discoverer portlet,

28、part 2 7-step wizard to configure Discoverer portlet: Step 4a: Define Discoverer connection Step 4b: Define Workbook to display Step 4c: Define Worksheet to display Step 4d: Define parameters (if necessary) Step 4e: Define portlet settings Step 4f: Define refresh options Step 4g: Review,Summary,Repo

29、rts Native support? Yes Integration methods: URL non-native Reports Security Settings - Native Forms Native support? No Integration method: URL,Summary,Discoverer Native support? Yes Register Discoverer Portlet Provider Create Discoverer Connection Place Discoverer Portlet on page Configure Discover

30、er Portlet,Questions and Answers,http:/ http:/ http:/ http:/ http:/ to Get More Information,Please report errors to TUSC. Neither TUSC, Oracle or the author warrant that this document is error-free. TUSC 2003. This document may not be copied or reproduced without the express written consent of TUSC.,Integrating Forms, Reports and Discoverer into Portal 9.0.2,Author: Phone: (800)755-TUSC ,Contact Information,