Siebel Version 8.1.1.x
BIP Version >= 10.1.3.4.1
1. Enable following Siebel Server components:-
• Siebel Application Object Manager (AOM)(for example, Call Center Object Manager (ENU))
• Siebel Enterprise Integration (EAI)
• XMLP Report Server component
2. Copy JAR files to the Oracle BI Publisher Server and Siebel Server
BI Server Path: ORACLE_HOME/oc4j_bi/j2ee/home/applications/xmlpserver/xmlpserver/WEB-INF/lib
Siebel Server Path: SIEBSRVR_ROOT\CLASSES
• XSLFunctions.JAR
• SiebelCustomXMLP.JAR
• SiebelCustomXMLP_SIA.JAR
• Siebel.JAR
• SiebelXMLP.JAR
3. Go to BIP Server->Admin tab, select Properties under Runtime Configuration.
• Disable External Reference attribute=False
4. Import an archive file to apply the new Siebel Reports features for 8.1.1.x
Lock the Below Projects
• XMLP Integration Project
• Table XML
• Symbolic Strings
• Reports UI
• User Preferences
5. E.g. Import the BIP_8113.sif
Make changes to tools.cfg(SymStrPrefix=SBL_) before importing sif.
6. Apply Schema of below tables to server database.
• S_REPOUTPT_PSTN
• S_REP_TMPL_PSTN
• S_XMLP_REPOUTPT
• S_XMLP_REP_TMPL
• S_XMLP_RPT_VIEW
7. Copy fonts:
• C:\WINDOWS\Fonts to JAVA_HOME\lib\fonts
8. Add an explicit reference to JAR files for the Oracle BI Publisher Server
• Administration - Server Configuration screen->Enterprises-> Profile
Configuration view.
• XMLPJvmSubsys=
xdoparser.jar;
xdocore.jar;
versioninfo.jar;
jewt4.jar;
i18nAPI_v3.jar;
bipres.jar;
siebel.jar;
SiebelCustomXMLP.jar;
Through SRVRMGR : FROM CMD ->SIEBSRVR->BIN->SRVRMGR /g SERVERIP /e ENTERPRISE /u SADMIN /P SADMIN
change param CLASSPATH=SIEBSRVR_ROOT\classes\SiebelXMLP.jar;SIEBSRVR_ROOT\classes\
xdoparser.jar;SIEBSRVR_ROOT\classes\fix6312772.jar;SIEBSRVR_ROOT\classes\
xdocore.jar;SIEBSRVR_ROOT\classes\xmlparserv2-904.jar;SIEBSRVR_ROOT\classes\
versioninfo.jar;SIEBSRVR_ROOT\classes\share.jar;SIEBSRVR_ROOT\classes\jewt4.jar;
SIEBSRVR_ROOT\classes\jdbc12.jar;SIEBSRVR_ROOT\classes\i18nAPI_v3.jar;
SIEBSRVR_ROOT\classesvcollections.jar;SIEBSRVR_ROOT\classes\bipres.jar;
SIEBSRVR_ROOT\classes\bicmn.jar;SIEBSRVR_ROOT\classes\Siebel.jar;
SIEBSRVR_ROOT\classes\XSLFunctions.jar;SIEBSRVR_ROOT\classes\SiebelCustomXMLP.jar
for named subsystem XMLPJvmSubsys
9. Configuring the Outbound Web Service for the Oracle BI Publisher Server
• Using your browser, enter the following URL to retrieve the Web service definition.
http://
• Save the definition as PublicReportService_v11.WSDL.
• Using Siebel Tools, delete the PublicReportService outbound Web service and related integration objects
• In Siebel Tools, choose File, New Objects, the EAI tab, Web Service, and then click OK.
• Check the Deploy Integration Object(s) and Proxy Business Service(s) checkbox, and then click Finish.
• Administration - Web Services screen, then the Outbound Web Services view
• Note : Typically, there is no need to change this address because it is automatically populated when you configure the business service and Web service in Siebel Tools using the Web service wizard.
10. Creating Views
• Navigate to the Administration - Application screen ->Views.
• In the Views list, create the following new views, and complete the necessary fields:
• Report Job List View
• All Report Output List View
• All Template View
• Manager's Report Output List View
• Manager's Template View
• My Template View
• Report Standard Template Registration Admin View
11. Create the following new responsibilities
• XMLP_ADMIN Administrator role for the Oracle BI Publisher Server with no
access limitations.
• XMLP_DEVELOPER Assign this responsibility to allow for uploading reports from the Oracle BI Publisher Server to the Siebel application.
• XMLP_SCHEDULER Assign this responsibility to allow for scheduling of reports.
• XMLP_SIEBEL_GUEST Assign this responsibility to limit access to reports. This responsibility only allows for generation, viewing, and deletion of user’s own reports.
12. Associate the new views with the appropriate responsibility as shown in
the following table.
View Responsibility
• Report Job List View ->XMLP_SCHEDULER
• All Report Output List View ->XMLP_ADMIN
• All Template View ->XMLP_ADMIN
• Manager's Report Output List View -> XMLP_ADMIN
• Manager's Template View -> XMLP_ADMIN
• My Template View -> XMLP_ADMIN
• Report Standard Template Registration Admin View -> XMLP_ADMIN
13. Process of Authenticating User Access to the Oracle BI Publisher Server
• Import and administer the Web service used by the Siebel Security Model by doing the following:
• Navigate to the Administration - Web Services screen, then the Inbound Web Services view.
• Import the BIPSiebelSecurityWS.XML file from the SIEBEL_TOOLS_ROOT\REPPATCH directory
(where Siebel Tools is installed).
• In the Address field of the Service Ports subview, replace the existing address with the URL used to access the EAI Object Manager.
• Address:http://SIEBELSERVERIP/eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute
14. Create Super User -> Go to BIP Server->Admin->Security Configuration
Security Model section choose Siebel Security Model from the Security Model drop down List
Parameter Value
Security Model:Siebel Security
Siebel Web Service Endpoint:http://SIEBELSERVERIP /eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute
Administrator Username: SADMIN
Administrator Password: administrator password
Log in to the Oracle BI Publisher Enterprise application using the Siebel administrator credentials entered.
15. Click the Admin tab, select Roles and Permissions (in the Security Center section), and then add SiebelCRMReports folder to the following roles:
• XMLP_ADMIN
• XMLP_SCHEDULER
• XMLP_DEVELOPER
• XMLP_SIEBEL_GUEST
16. Create New Template Using:
• Import the XML Data source from Data in Word.
• Create From or table and insert the field.
• Save as .rtf.
• Go Tool ->Translate Template-> Extract Text
• Save as xlf.
• Go to Export and convert it to XLFo Style Sheet and save as .xls.
• Export both .xlf, xls and rtf to respective folder of Server_root/xmlp/XMLP/xlif , Server_root/xmlp/XMLP/Template
17. To upload pre configured report layout templates to the Oracle BI Publisher Server
• Administration - BI Publisher Reports screen, then the Reports – Standard Templates view.
• From the application-level menu, select Edit, and then Select All.
• Click Upload Files.
