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• Creation of the Discoverer 4i End User Layer (EUL) on a database tier server node
• Import of the Oracle E-Business Suite Release 11i Discoverer content into the Discoverer 4i End
User Layer
For current Discoverer users, it also describes how to upgrade an existing Discoverer End
User Layer from Discoverer 3i to Discoverer 4i. There are several reasons to upgrade
from Discoverer 3i to Discoverer 4i:
• More powerful analytic functions
• Capability to patch the End User Layer at a granular level without having to drop and recreate it
Availability of Translations
Discoverer 4i content for Oracle E-Business Suite Release 11i includes workbooks and
the End User Layer for both regular Applications modules as well as Business
Intelligence System (BIS) products such as Financials Intelligence and Purchasing
Intelligence. This content is available only in US English, and there are no translations
planned for other languages.
Prerequisites
1. Windows NT/2000 PC
Conventions
We use the following typographical conventions in this document:
Convention Meaning
\ In examples of commands you type online, a backward slash at the end of a line
signifies that you must type the entire command on one line. Do not type the
backslash.
Mono Represents command line text. Type this text exactly as shown.
space
text
<> or [] Text enclosed in angled or square brackets represents a variable. Substitute an
appropriate value for the variable text. Do not type the brackets.
Directory Directory paths in this document are relative to the top level installation directory
Paths for the Oracle E-Business Suite. e.g. if you installed the Oracle E-Business Suite
under a directory named /my/appsinstall and are pointing to an Oracle E-
Business Suite Release 11i database named mytestdb, then
<dbname>ora/iAS/Apache in this document will mean the fully qualified
path: /my/appsinstall/mytestdbora/iAS/Apache
Contents
Step 1: Preserve Discoverer 3i Customizations (optional)
1.1 Export Custom Discoverer 3i Business Areas
1.2 Save Custom Discoverer 3i Workbooks
1.3 Drop the Existing Discoverer 3i End User Layer
Step 2: Obtain and Install Discoverer 4i
2.1 Install Oracle9i Application Server 1.0.2.2.2
2.2 Apply Discoverer Plus and Viewer Patches
2.3 Reapply Configuration settings
2.4 Install Internet Developer Suite 1.0.2.4.1
2.5 Apply Discoverer Administration Edition Patches
2.6 Set Windows Registry Settings
Step 3: Run and Configure Discoverer
3.1 Read Discoverer 4i Configuration Guide
3.2 Specify Connect Dialog for Oracle Applications Users
Step 4: Create new Discoverer 4i End User Layer
Step 5: Import Oracle Applications Discoverer 4i eex files
5.1 Apply necessary Oracle Applications interoperability patches using
AutoPatch
5.2 Re-generate your Business Views
5.3 Set up Applications User/Responsibility for EUL Administration:
SYSADMIN/System Administrator
5.4 Map Windows PC to $AU_TOP/discover
5.5 Import Discoverer 4i Content for Release 11i Using adupdeul.sh
mode=complete
5.6 Refresh the Discoverer 4i End User Layer
5.7 Grant EUL User Privileges for Oracle Applications responsibilities
Step 6: Set ICX Profiles for Discoverer
Step 7: Verify Location of Database Connection File
Step 8: Grant Access to Responsibilities, Users, and Workbooks
8.1 Grant Security and Privileges using Discoverer Administration Edition
8.2 Share Workbooks using Discoverer Plus Edition
Step 9: Test Discoverer Responsibilities and Workbooks
Step 10: Import Saved Discoverer 3i Customizations (optional)
10.1 Import Custom Discoverer 3i Business Areas
10.2 Load Custom Discoverer 3i Workbooks
Appendix A: Installation of additional Discoverer 4i patches
Step 1: Preserve Discoverer 3i Customizations
(optional)
If you are installing Discoverer 4i for the first time, you can skip this section and go
directly to Step 2.
If you are upgrading to Discoverer 4i from Discoverer 3i, you may wish to preserve your
existing custom workbooks and business areas. Installing Discoverer 4i requires that your
existing Discoverer 3i End User Layer be uninstalled first. Follow the instructions in this
section if you have custom Discoverer 3i content that you wish to preserve and migrate to
your new Discoverer 4i installation.
It is possible to export the custom business areas using Discoverer 3.1 and import them to
the new Discoverer 4i End User Layer if they:
• Do not reference any Oracle delivered content
• Only use Display Names which do not conflict with the Oracle delivered content, for example by
using a custom prefix
2. Open your custom Discoverer 3i Business Area that you wish to save, using the
File -> Open dialog
2. Open the custom Discoverer 3i workbook that you wish to save, using the File
-> Open dialog
2. Save the resulting .dmp export file in case you need to restore your Discoverer 3i
End User Layer at a later date.
3. Logon to SQL*Plus to drop the existing Discoverer 3i End User Layer
% sqlplus system/<password>@<db>
SQL> drop user <3iSchema> cascade;
Once you have completed the steps in this section, you are ready to install Discoverer 4i
for the first time. Go to Step 2.
• Discoverer Server 4.1.46, Discoverer Plus 4.1.46, and Discoverer Viewer 4.1.46 have been
installed as part of the 11.5.9 Rapid Install.
• Please upgrade your Discoverer 4i components to the latest certified Discoverer 4i release. Go to
Step 2.2.
If your environment was created with the Oracle E-Business Suite Release 11.5.7 or
11.5.8 Rapid Install:
• Oracle9i Application Server 1.0.2.2.2 has been installed in your application tier server node.
• Discoverer Server 4.1.41, Discoverer Plus 4.1.41, and Discoverer Viewer 4.1.41 have been
installed as part of the 11.5.7 or higher Rapid Install.
• Please upgrade your Discoverer 4i components to the latest certified Discoverer 4i release. Go to
Step 2.2.
If your environment was created with the Rapid Install for Oracle E-Business Suite
Releases 11.5.1 to 11.5.5:
• You may install Discoverer 4i on your existing application tier server node.
• To do so, you must migrate your application tier server node to Oracle9i Application Server
1.0.2.2.2.
• To migrate your existing application tier server node to 9iAS 1.0.2.2.2, follow the instructions in
MetaLink Note 146468.1.
• After you have completed the migration to 9iAS 1.0.2.2.2, your Discoverer 4i components need to
be upgraded to the latest Discoverer 4i release. Go to Step 2.2.
• Note that you must manually apply any necessary configuration settings since AutoConfig is only
supported in application tier server nodes. Customers wishing to install Discoverer 4i separately in
multiple Oracle Homes may may follow instructions in MetaLink Note 218111.1. Due to
limitations in Registry and Services functionality on Windows platforms, Metalink Note
2188111.1 applies only to UNIX-based installations.
• After you have installed 9iAS 1.0.2.2.2 on your standalone server or seperate Oracle Home, your
Discoverer 4i components need to be upgraded to the latest certified Discoverer 4i release. Go to
Step 2.2.
• To migrate your existing application tier server node created with the Rapid Install for Oracle E-
Business Suite Releases 11.5.1 to 11.5.5 to 9iAS 1.0.2.2.2, follow the instructions in MetaLink
Note 146468.1
• After you have completed the migration to 9iAS 1.0.2.2.2, your Discoverer 4i components need to
be upgraded to the latest Discoverer 4i release. Go to Step 2.2.
• Please upgrade your Discoverer 4i components to the latest certified Discoverer 4i release. Go to
Step 2.2.
NOTE
Before starting installation of Oracle9i Application Server, ensure you can run
Oracle Installer on Motif (UNIX Only). During the installation of Oracle9i
Application Server, Oracle Installer's Motif version is launched to install certain
components. Please read MetaLink Note 170931.1.
Perform a test run of the Oracle Installer with the Motif flag to ensure that it runs
successfully:
% cd [8.0.6_ORACLE_HOME]/orainst
% ./orainst /m
Click on 'Cancel' in the resulting dialog and exit the Oracle Installer.
If Oracle Installer does not come up successfully when you issue the ./orainst
/m command as mentioned above, you must resolve the error before proceeding
with installation of Oracle9i Application Server. Failure to do so will result in an
incomplete installation of Discoverer components in Oracle9i Application Server.
2. Before you start patch installation, please check correctness of following variables in installation
files reg.tmp and varfile.tmp
File <8.0.6_ORACLE_HOME>/orainst/reg.tmp
================================
HTTPDIR=<iAS_Home>/Apache/Apache/htdocs .
File <8.0.6_ORACLE_HOME>/orainst/varfile.tmp
==================================
HTTPDIR=<iAS_Home>/Apache/Apache/htdocs
discwb4=<8.0.6_ORACLE_HOME>/discwb4
If you find variables HTTPDIR or discwb4 incorrect, please edit the file to correct the values. This
problem is reported in bug 2877886.
3. Follow the installation instructions provided in the patch README to install the patch to your
Discoverer Server. See the platform-specific notes in the table below.
The version of Discoverer Plus and Discoverer Viewer shipped with the patches below
will only be able to connect to End User Layers that have been either upgraded or created
with Discoverer Administration Edition of the same patchset level. Refer to Step 2.5 for
applying Discoverer Administration Edition patches and performing the End User Layer
upgrade.
Port
Platform-specific notes:
* HP HP/UX 11.0
The first step of the readme to this patch instructs you to apply patch 1913940. Please
skip this step. You don't need to apply patch 1913940 because this is already included in
your Oracle9i Application Server 1.0.2.2.2 installation.
** Linux
The first step of the readme to this patch instructs you to apply patch 1949194. Please
skip this step. You don't need to apply patch 1949194 because this is already included in
your Oracle9i Application Server 1.0.2.2.2 installation.
NOTE
Discoverer is not available for Compaq Tru64 platforms. You can use a Discoverer
server installation on NT. In this case you can either choose to point the launcher
profiles in Step 6 to the Windows NT/2000 machine where you install Discoverer
or else you can install and configure Discoverer HTTP components on Tru64 and
only use the Discoverer server component on NT. The following patchset contains
the necessary configuration:
Patchset::2023515 README DISCOVERER PLUS AND VIEWER EDITION
SUPPORT ON COMPAQ TRU64
• <iAS_HOME>/Apache/Apache/htdocs/disco4iv/html/disco4iv.xml
• <ORACLE_806_HOME>/discwb4/discwb.sh
Choose one of the following two procedures to reapply your configuration settings based
on whether you are using the AutoConfig infrastructure:
• If you are running Discoverer 4i on your application tier server node, follow the
procedure in the section
"Reapply configuration settings using AutoConfig"
• If you are not using AutoConfig, proceed with the procedure described in the
section
"Reapply configuration settings manually"
Reapply configuration settings using AutoConfig
This section describes the procedure to configure your concurrent processing node if you
have enabled AutoConfig in your environment. Your environment has been enabled for
AutoConfig if you migrated your environment to Oracle9i Application Server 1.0.2.2.2
following MetaLink Note 146468.1 titled "Installing Oracle9i Application Server with
Oracle Applications 11i." Environments created with the 11.5.7 Rapid Install and later
releases are AutoConfig-enabled.
If you are not sure whether your environment is AutoConfig enabled, or you wish to
migrate to AutoConfig, see MetaLink Note 165195.1 titled "Using AutoConfig to
Manage System Configurations with Oracle Applications 11i".
Once you have enabled AutoConfig in your environment, proceed with the following
steps to configure your application tier server node:
1. Update the Oracle E-Business Suite Release 11i file system with the FND
template files by applying patch 2757379.
2. Run the Context Editor
<COMMON_TOP>/util/editcontext/editcontext
and specify variable disco_ver_comma, display name "Disco Version Comma" as comma
seperated version number of the Discoverer patch you have installed in the previous step. Eg.
specify "4,1,47,9". The Context Editor will update the variable in the Applications Context File
<APPL_TOP>/admin/<database SID>.xml.
<COMMON_TOP>/admin/scripts/<CONTEXT_NAME>/adautocfg.sh
If are are not using Autoconfig, and you have installed Discoverer 4i in a separate
ORACLE_HOME following MetaLink Note 218111.1, you must manually check and
reapply all configuration settings as documented in that note.
Additionally, if you are not using AutoConfig, you need to manually check and reapply
the configuration settings overwritten by the Discoverer 4i patches for the following files:
• <iAS_HOME>/Apache/Apache/htdocs/discwb4/scripts/htmlvars.js
• <ORACLE_806_HOME>/discwb4/discwb.sh
NOTE
For more information on JInitiator please refer to MetaLink Note
124606.1 titled "Upgrading Oracle JInitiator with Oracle
Applications 11i".
Ensure that the location of your .dbc file is correct; for details, see Step 7: Verify
Location of Database Connection File. By default, Discoverer will attempt to find
the .dbc file in the $FND_TOP/secure directory. If you changed environment
variable FND_TOP in discwb.sh you must manually check and reapply the correct
setting in <ORACLE_806_HOME>/discwb4/discwb.sh:
o FND_TOP=<absolute path to FND_TOP directory>
2. Install the Discoverer 4i Administration Edition on the Windows PC that will be used to
administer Discoverer.
2. If you already have an existing Discoverer 4i EUL installed, please note that Discoverer
Administration Edition may perform an End User Layer upgrade. After successful installation of
the patch on the Windows PC, start Discoverer Administration Edition and connect to the existing
End User Layer as the EUL schema owner:
D:\orant\DISCVR4\DIS4ADM.EXE /CONNECT
<4iSchema>/<password>@<db>
2. Open the Windows Registry editor and create or update the following registry keys:
HKEY_CURRENT_USER\Software\Oracle\Discoverer
Name 4\Database\EnableTriggers
DataType REG_DWORD
Value 1
HKEY_CURRENT_USER\Software\Oracle\Discoverer
Name 4\Database\DefaultPreserveDisplayPropertyForRefresh
DataType REG_DWORD
Value 1
6. Stop and restart the OracleDiscoverer4i service to refresh the environment with the
updated preferences
For more details about options that may be set for direct login, please refer to Appendix A
of the Oracle Discoverer 4i Configuration Guide for Oracle 9i Application Server
NOTE
Users may enter their user ID and Applications responsibility in the Connect
dialog, using the format:
UserID:<Responsibility>
If you append a colon : immediately after the user in the Discoverer Connect dialog
without specifying a responsibility after the colon, Discoverer will always try to
establish a connection as Oracle Applications user and pop up a list of valid
Applications responsibilities for this Applications user.
2. Start SQL*Plus and create a tablespace named 'DISCOVERER' with an initial size
of 200 Megabytes, using the absolute path to the subdirectory where your
datafiles are located:
% sqlplus /NOLOG
SQL> connect sys/<sys_password> as sysdba
SQL> create tablespace DISCOVERER datafile
'[DB_ORACLE_HOME]/dbf/discoverer01.dbf' size 200M reuse \
extent management local uniform size 128K;
SQL> /
Statement Processed
3. Exit SQL*Plus:
SQL> quit
4. Create the new Discoverer 4i End User Layer on the database tier by using the
following command:
D:\orant\DISCVR4\DIS4ADM.EXE
/CREATE_EUL
/APPS_MODE
/CONNECT
system/<password>@<db>
/USER
<EUL_User_Prefix>_US
/PASSWORD <password>
/DEFAULT_TABLESPACE <default
tablespace>
/TEMPORARY_TABLESPACE <temp
tablespace>
/SET_EUL_LANGUAGE US
/APPS_GRANT_DETAILS
<FNDNAM>/<FNDNAM password>
/SHOW_PROGRESS
For example:
D:\orant\DISCVR4\DIS4ADM.EXE /CREATE_EUL
/APPS_MODE /CONNECT system/manager@cus115 /USER
EUL4_US /PASSWORD EUL4PW /DEFAULT_TABLESPACE
discoverer /TEMPORARY_TABLESPACE temp
/SET_EUL_LANGUAGE US /APPS_GRANT_DETAILS
apps/apps /SHOW_PROGRESS
The import and the refresh processes for the entire Applications 11i End User Layer - the
complete set of .eex files - are large database transactions. Check that the default
rollback segment where the Discoverer End User Layer is to be installed is large enough
to support rolling back a 70 MB transaction at minimum:
a. Log on to SQL*Plus:
% sqlplus system/<password>@<db>)
b. Issue the following SQL command:
SQL> select SEGMENT_NAME, TABLESPACE_NAME, BYTES, BLOCKS, EXTENTS
\
from DBA_SEGMENTS where SEGMENT_TYPE = 'ROLLBACK';
c. If the rollback segment for the tablespace where you plan to install the Discoverer
End User Layer is less than 70 MB, you must either alter it or create a new
rollback segment. Procedures for accomplishing this will vary depending upon
your database configuration; see the Administrator's Guide for your Oracle
database for more details.
5.1.2 Apply the Discoverer 4i baseline patch 1834171 using AutoPatch
The Discoverer 4i baseline patch contains a series of Discoverer loader files (.eex files)
that deliver the latest Discoverer content for Oracle E-Business Suite Release 11i. These
loader files are staged in this step, and imported to the Discoverer End User Layer on the
database tier in Step 5.5.
1. Download the Discoverer 4i baseline patch 1834171 from from Oracle Metalink.
2. Check the README for patch 1834171 for any necessary prerequisite patches to be applied.
4. Follow the instructions in the README for patch 1834171 to apply patch 1834171
After you have applied the patches successfully you will find the the shell script
adupdeul.sh in your $AU_TOP/discover/ directory and all Discoverer 4i .eex files in
your $AU_TOP/discover/US directory.
NOTE
The file biseul.eex which contained the entire Discoverer 3i export is
obsolete now with migration to Discoverer 4i. The collection of Discoverer
4i eex files in patch 1834171 supersedes the file biseul.eex. Do not
attempt to manually import biseul.eex into the new Discoverer 4i EUL.
2. After regeneration of the Business Views has been completed, check the Business View Generator
output file. It should not contain any errors.
4. Ensure the BIS views exist and all BIS views are valid by issuing the following command in
SQL*Plus:
% sqlplus apps/<password>@<db>
SQL> select object_name from user_objects
where object_type = 'VIEW' and
status = 'INVALID' and
( object_name like '%FV_%' or object_name like
'%FG_%' or
object_name like '%BV_%' or object_name like
'%BG_%' );
If necessary, recompile those objects so that all views are valid. The Discoverer
refresh process may stop if a select statement from a invalid BIS View causes the
following error:
ORA-04063: view "APPS.<View Name>"
These errors must be resolved before you can successfully proceed with the next
steps, including import and refresh of the Discoverer End User Layer.
Create Summaries
Set Privilege
If you don't have the software to map UNIX drives to your Windows PC, you can also zip
and ftp the entire $AU_TOP/discover directory. In this case, make sure that you include
the directory structure and preserve it when you unzip the file on the Windows box.
For example, on UNIX:
% cd $AU_TOP
zip -r ~/discover.zip discover
4. On the Windows PC, start the import process of the Discoverer 4i loader files
(.eex files) using the shell script adupdeul.sh.
o For the initial full import of the Discoverer 4i baseline files delivered by
patch 1834171, use mode=complete. This mode will upload all .eex files
(*o.eex) from the .../discover/ directory into the Discoverer End
User Layer.
o Use eultype=OLTP to import the Discoverer 4i content for Oracle E-
Business Suite Release 11i
Syntax for the adupdeul script:
% sh adupdeul.sh
connect=<APPS admin user>/<password>@<two_task>
resp=<APPS admin responsibility>
gwyuid=<APPS GWYUID>
fndnam=<APPS FNDNAM>
secgroup=<APPS responsibilty security group>
topdir=<top level directory where discoverer
are available>
language=US
[ eultype=<OLTP|EDW> default OLTP ]
[ mode=<COMPLETE, DRIVER or FILELIST> default DRIVER>
]
[ exedir=<directory where discoverer executables are
located> ]
[ driver=<list of driver files to be loaded
separated by a "," (comma)>
required if mode=DRIVER ]
[ filelist=<name of file with a list of files to be
loaded
required if mode=FILELIST ]
[ logfile=<log file name, default adupdeul.log> ]
[ parfile=<name of parameter file with entries of the
form
PARAMETER=VALUE
&n at the command line take
precedence over those specified in the
parameter file> ]
sh adupdeul.sh
connect = sysadmin/sysadmin-
password@db
resp = "System
Administrator"
gwyuid = APPLSYSPUB/PUB
fndnam = APPS
secgroup = "Standard"
topdir = D:/au_top/discover
language = US
eulprefix = EUL4
eultype = OLTP
mode = complete
exedir = D:/orant/discvr4
logfile =
import_complete_eul4_us_cust115.log
5. For the entire set of 4i baseline eex files expect at least 4 hours for the import
process to complete, depending on the available resources (e.g. free memory and
RAM) on your Windows PC where Discoverer Administration Edition is
installed.
6. Check the logfile after import. This should be a clean import logfile. You should
be able to see that the import utility exited with status 0 and the logfile contains
the message Import completed successfully.
7. It may be necessary to install additional Discoverer 4i loader files after this initial installation.
Please refer to Appendix A for details on importing subsequent patches using mode=driver.
You may see the following message in a future import log when installing patches
to your existing Discoverer End User Layer:
<topdir>\<language>\<file>.eex: The import process did not import
or modify any data
You can safely ignore this message. It provides information that <file>.eex is an
empty obsolete file and does not modify any data during import.
NOTE
For the refresh process you must use the Applications User/Responsibility
to logon rather than the EUL database schema owner. The EUL database
schema owner doesn't have the necessary grants for the APPS schema and
the refresh process would drop folders!
2. Use the Help -> About Discoverer... dialog to make sure you are connected
to the correct End User Layer (<EULprefix>_US; compare the import options
used in Step 5.5). You can change the EUL in the dialog Tools -> Options ->
Default EUL.
3. Open all Business Areas.
4. Multiple select all Business Areas. Use Shift or Ctrl keys in combination with the
mouse for multiple select.
5. Use File -> Refresh to start the Refresh Wizard. Make sure the option 'On-
line dictionary' is checked and click the Finish button.
6. The refresh process will start with "Analyzing differences..." and will show
a large list of refresh actions. Most of these are new flex items which will be
added to the existing folders in the End User Layer. Start the refresh process by
accepting this dialog using the OK button.
Start the Privileges dialog using Tools -> Privileges. Select the checkbox User Edition and all
privileges boxes under User Edition and grant those privileges to the following Oracle
Applications responsibilities:
ABM Intelligence
Corporate Contracts Manager
Corporate Contracts User
Contracts Intelligence EUL Administrator
Contracts Intelligence Workbook Administrator
Financials Intelligence
Human Resources Intelligence
IBE_ADMINSTRATOR
Marketing Intelligence
Operations Intelligence
Organization Manager
Process Manufacturing Intelligence (SSWA)
Project Manufacturing Manager
Project Manager
Project Super User
Public Sector Budgeting
Purchasing Intelligence
Resource Manager
Staffing Manager
Supply Chain Intelligence
ICX: Discoverer
Release
ICX: Discoverer
Launcher
http://<HTTP Server>:<Port>
ICX_DISCOVERER_LAUNCHER URL that points /discwb4/html/discolaunch.htm
to Discoverer ?Connect=[APPS_SECURE]
Server
Launchpage
ICX: Discoverer
Viewer Launcher http://<HTTP Server>:<Port>
ICX_DISCOVERER_VIEWER_LAUNCHER /discoverer4i/viewer/
URL that points ?Connect=[APPS_SECURE]
to Discoverer
Viewer Servlet
ICX: Discoverer
use Viewer
Specify whether
Discoverer
ICX_DISCOVERER_USE_VIEWER Y | N
Viewer should
be launched
instead of
Discoverer Plus
(default).
ICX_DEFAULT_EUL EUL
ICX: Discoverer
End User Layer
Schema Prefix
This is the
EULprefix. This
EULprefix in
combination
with the
Language code
make up the
EUL owner at
runtime.
ICX: Discoverer
End User Layer
Language Override
For more information about dbc files see Appendix 'Setting up and maintaining Oracle
Applications' of the Oracle Applications System Administrators Guide.
By default, Discoverer will attempt to find the dbc file in the $FND_TOP/secure
directory.
• Make sure $FND_TOP is set correctly for the user who starts the Discoverer service.
• On Windows NT, make sure the FND_TOP variable is set as a Windows System Variable.
Step 8: Grant Access to Responsibilities, Users,
and Workbooks
Individual Discoverer users may be granted access to specific Discoverer workbooks and
Release 11i responsibilities, which in turn provide access to Discoverer business areas.
Discoverer Administration Edition is used to associate business area access with Release
11i responsibilities, and to identify workbook access privileges for responsibilities and
users.
The procedures described in this step may be used as guidelines for planning your
Discoverer reporting security. Your Discoverer reporting strategy may be defined to
reflect your corporate data security strategy, policies, and business requirements.
Discoverer security is flexible and highly granular, and you may wish to provide broader
access for specific individuals who need to be able to see data enterprise-wide, i.e. across
organizational boundaries.
Example: You may wish some Financial analysts to have access to all of the Financials
Intelligence business areas, such as the Accounts Payables and Accounts Receivables. To
do this, grant access to all of the Financials Intelligence business areas to the Financials
Intelligence responsibility. The Financials Intelligence responsibility may then be
granted to the individual Financial analysts who should have access to those areas.
NOTE
If you have upgraded to the Oracle Applications 11.5.8 Maintenance Pack
you can skip Step 8 and proceed directly to Step 9.
The 11.5.8 Maintainance Pack already includes all necessary security grants
and workbook sharing for the pre-seeded Oracle Applications
responsibilities. If you wish to grant security access for Business Areas to
Oracle Application users and responsibilities in addition to the grants that
are provided with the 11.5.8 Maintenance Pack, you may optionally follow
the procedures listed in Step 8.
2. Use the Help -> About Discoverer... dialog to make sure you are connected
to the correct End User Layer (<EULprefix>_<Lang>; compare the import options
used in Step 5.5). You can change the EUL in the dialog Tools -> Options ->
Default EUL.
Financials Intelligence
Financials Intelligence - Vision Operations Accounts Payables
(USA) Accounts Receivables
Billing Analysis
Cash Management
Fixed Assets
General Ledger
General Ledger BIS
Global Accounting Engine
Projects
Project Analysis
Receipt Analysis
Treasury Analysis
2. Use the Help -> About Discoverer... dialog to make sure you are connected
to the correct End User Layer (<EULprefix>_<Lang>; compare the import options
used in Step 5.5). You can change the EUL in the dialog Tools -> Options ->
Default EUL.
Oracle Applications
Workbook
Responsibility
Financials Intelligence
Financials Intelligence - Vision Billing Analysis
Operations (USA) Cash Flow Analysis
(the Vision responsibility is only GL Analysis
available with the Vision Limit Utilization Analysis
demonstration database) Net Position Analysis
Project Cost Analysis
Project Margin Analysis
Project Revenue Analysis
Receipts Analysis
2. Open the Release 11 workbooks assigned to that responsibility and verify that they can retrieve
and display data.
2. Use the Help -> About Discoverer... dialog to make sure you are connected
to the correct End User Layer (<EULprefix>_<Lang>; compare the import options
used in Step 5.5). You can change the EUL in the dialog Tools -> Options ->
Default EUL.
In the Import Wizard, identify the .eex files created in Step 1, for example
'customGeneralLedgerBA3i.eex'
4. In the next Dialog, Import Wizard Step 2, choose the option "Do not import
the matching object."
This ensures that custom entities from your Discoverer 3i business areas with
names that duplicate items shipped by Oracle will not be imported.
10.2 Load Custom Discoverer 3i Workbooks
1. Log in to the Discoverer Desktop Edition 4.1 as the Applications user who will own the
workbook:
2. Use the Help -> About Discoverer... dialog to make sure you are connected
to the correct End User Layer (<EULprefix>_<Lang>; compare the import options
used in Step 5.5). You can change the EUL in the dialog Tools -> Options ->
Default EUL.
3. Open the custom workbooks saved in Step 1 using the File -> Open dialog, for
example 'customBillingsAnalysis3i.dis'
6. Update the identifier for each custom workbook in the dialog File -> Manage
Workbooks -> Properties... Update the Identifier field.
When importing an individual patch for an existing Discoverer 4i End User Layer, run
the adupdeul.sh script with the command line parameter mode=driver.
3. Start the import for just the eex files for the Discoverer patch (see below for syntax)
4. Check the logfile after import. This should be a clean import logfile. Verify that the import utility
exited with status 0 and the logfile contains the message Import completed successfully.
5. Refresh the Business Areas for the product affected by the patch.
NOTE
Optionally you can create a parameter file in the same directory where
adupdeul.sh is located using a text editor. You can save parameters which
are likely to stay the same for any patch. Instead of specifying those
parameters for each patch you can then just specify the parameter file.
Example for import of the eex files from patch 1234567 using a parameter
file:
o Specify parameter values in a parameter file, for example oltpeul4.lst
resp="System Administrator"
gwyuid=APPLSYSPUB/PUB
fndnam=APPS
secgroup="Standard"
topdir=D:/au_top/discover
eulprefix=EUL4
eultype=OLTP
exedir=D:/orant/discvr4
o Start the import for just the eex files of a given patch 1234567 with parameter file
oltpeul4.lst
sh adupdeul.sh
connect = sysadmin/sysadmin-password@db
language = US
mode = driver
driver = c1234567.drv
parfile = oltpeul4.lst
logfile =
import_c1234567_eul4_us_cust115.log
Related Documentation
For a summary of installation and configuration documentation for Oracle9i Application
Server and its associated components, see the following Note on Oracle Metalink:
• Oracle9i Application Server (9iAS) with Oracle E-Business Suite Release 11i Documentation
(Note 207159.1)
Change Log
• Nov 22, 2002:
o Changed Step 2.3 with new steps for restoring overwritten configuration file settings for
non-AutoConfig users installing Discoverer into separate ORACLE_HOMEs
o Changed Steps 5.1.2, 5.5, 5.6.1, 5.6.2: replaced <LANG> parameter with US literal to
reflect statement on Discoverer translations
o Replaced Step 4.1 with new Steps 4.1 to 4.3 for creating a tablespace for Discoverer.
• Nov 6, 2002:
o Changed Step 5.1.1 to specify minimum rollback segment size instead of max_extent
settings.
• Nov 4, 2002:
o Changed Step 4.1: Removed steps for obtaining language code; substituted 'US'
parameter for <language> code
o Added new Step 5.1.1 to force check of max_extents for rollback segments prior to
import
o Changed B.3 syntax and example: from '&EUL' to '&eul' and from '&opendb' to
'&opendbid'
o Changed Step 2.5 structure to clarify Admin Edition and EUL upgrade process
o Changed Step 2.6 with links to Registry Editor information, and with additional
prerequisite step to back up Windows Registry
o Changed Step 4 structure to clarify prerequisites before creating End User Layer;
changed SQL statement for obtaining <Language>
o Changed Step 5.1 structure to clarify sequence of applying prerequisites before Disco 4i
content baseline
o Changed Step 5.5 structure to clarify sequence of importing Release 11i .eex files
o Changed Step 6 with additional instructiions for updating Release 11i profile options
o Added Appendix B
o Changed Step 2.3 to reflect latest template rollup patch for AutoConfig: Rollup B
2682076.
• April 4, 2003:
o Added note in Step 2.2 to check correctness of installation files reg.tmp and varfile.tmp.
o Added Discoverer 4.1.47 patchset download location in Steps 2.2 and 2.5.
fix:
If a non-Apps mode End User Layer exists, no rows are returned. For
example:
SQL> select * from EUL_APP_PARAMS
2 where APP_TYPE = 'SP';
no rows selected