Setting Up BI Publisher & MS Office Integration

Follow the below steps to setup OBIEE 10g BI Publisher and integration with MS Office

Step 1- Open BI Publisher
    From Server:
    goto -> start -> all programs -> oracle business Intelligence -> BI Publisher
    From workstation:
    http://domainname.com:9704/xmlpserver/
    login:
    user = Administrator
    pass = Administrator
    (above password will be valid if no other password has been setup)

Step 2- Goto Admin tab -> select user from security center
    Change the password of Administrator User if required.
    Create user same as presentation server user. if user name is same as presentation server user then BI publisher will be linked to that user automatically. In our case UMIRZA is presentation server user.
    user = umirza
    pass = ******

    Assign Required Roles:
    select all roles for umirza user

    Now UMIRZA user is linked with Presentation Server

Step 3- Connecting to Data source
   
     Can choose either option (i) ot (ii)

    i)    Link Presentation Server to BI Publisher:

        a)    Open URL
            http://domainname.com:9704/xmlpserver/
            goto -> Admin -> Oracle BI Presentation Services          

        b)    Update Data Source: Oracle BI EE
            In BI Publisher
            goto Admin > JDBC > Update Data Source: Oracle BI EE
          

      ii)    Link to a database: [For Read Only views]
      
        connect to database and create user.

        <script start>
        CREATE USER bipub
          IDENTIFIED BY bipub
          DEFAULT TABLESPACE USERS
          TEMPORARY TABLESPACE TEMP
          PROFILE DEFAULT
          ACCOUNT UNLOCK
        /
          GRANT READ_ONLY_ROLE TO bipub
        /
          GRANT UNLIMITED TABLESPACE TO bipub
        /
          ALTER USER bipub DEFAULT ROLE ALL
        /
          GRANT CREATE SESSION TO bipub
        /
          GRANT CREATE TABLE to bipub
        / 
        <script end>

        Goto Admin > JDBC > Add Data Source

        Data Source Name  = MyDataSource
 
        *Connection String = jdbc:oracle:thin:@server:port:sid
         For example
            Connection String = jdbc:oracle:thin:@dbhostname:1523:mysid

            Connection String = jdbc:oracle:thin:@(DESCRIPTION =
                            (ADDRESS = (PROTOCOL = TCP)(HOST = dbhostname)(PORT = 1523))
                                (CONNECT_DATA =
                                  (SERVICE_NAME = mysid)
                            )
                        )
         
        * Username   = bipub
        * Password   = bipub
         
        * Database Driver Class = oracle.jdbc.driver.OracleDriver

Step 4- Oracle BI Publisher Desktop Setup
    *Need to download Template Builder  
    For that Open Presentation Server and login using UMIRZA
        Goto -> Products -> BI Publisher
        then Goto Reports > My Folders
        Click on "Template Builder" for download "BIPublisherDesktop.exe" and save it on local machine

        Run "BIPublisherDesktop.exe" with Admin privs

        Possible Errors:
        Setup could not find Microsoft .NET Framework 2.0 on your machine.
        BI Publisher Desktop will not run and setup cannot continue without this component installed.

        Goto: http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=25150
        Download "dotnetfx35.exe"
        I have downloaded it and placed at [D:\Sequel - Work\BI\Deployment\BI Publisher\dotnetfx35_SP1.exe]
      
        Run "dotnetfx35.exe" and install "Microsoft .NET Framework"
        Restart Computer.

        While Log-On into MS Word Publisher Addin, you may encounter following errors:

        1) "ActiveX - Runtime Error 429"
        to get rid of it
        remove and reinstall dotnetfiles using setup.exe
        located at <C:\Program Files (x86)\Oracle\BI Publisher\BI Publisher Desktop\DotNetInstallFiles>

        2) Oracle BI Server is incompatible with Office 2010 and can give error  
        The window error is:
        "There was an error '-2147467261 (80004003)' at runtime: Object reference not set to an instance of an object."
        OR
        "There was an error at runtime: Access is denied"
        You can get rid of it in an unofficial way:
        In all windows user profiles, rename *.exd files to *.exd_bak and restart MS Word.

        3) Msg "Please enter the correct address for your report server. If you don't know the address please contact your IT department"


Step 5- Download Sample RTF file     "category_sales_and_profits.rtf"
    Goto http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/bi/biee/r1013/bipub/bip_biee/Category%20Sales%20and%20Profits.rtf
    Save the file.
  

Step 6- Testing BI Publisher Desktop
        Open MS Word
        Goto Add-Ins > Oracle BI Publisher > Log On

        Enter following credentials  
        user = umirza
        pass = ******
        Report Server = http://domainname:9704/xmlpserver

        <If Log On successful, then you are done with setup>

Cheers ;)