This Armstrong-Smith Consulting white paper contains the following: • • • • • A workflow to install the software (page 1) A workflow

to set up Discoverer to work with E-Business Suite (page 8) A workflow to patch Discoverer to the correct level (page 11) A workflow to create an E-Business Suite End User Layer (page 13) A workflow to assign administrative privileges to an E-Business Suite user (page 20)

Setting up Discoverer Administrator

Installing the software
Before you begin you need to make sure that you have Admin rights over the machine that you will be using. You also need to make sure that you have at least 1535 Mb of swap space and at least 150 Mb of Temp space. To install the Discoverer Admin and Desktop editions, use the following workflow: 1. Insert the Business Intelligence Tools CD or navigate to a folder that contains an unzipped version of the tools. If installing from the CD, the installer should start straightaway. If installing from disk, or if the installing from CD and the installer does not start automatically, navigate to the install folder of the tools and double-click the file called setup.exe. 2. The Oracle Universal Installer (OUI) will check that you are using a supported version of Windows and that you have enough space.

Note: See how Discoverer checks for memory

Page 1 of 26 ASC0701 - Copyright: Armstrong-Smith Consulting – Revised September 2008

Copyright: Armstrong-Smith Consulting – Revised September 2008 . click the Next button 4.Setting up Discoverer Administrator 3. On the Specify File Locations screen. In our example the name used was “BIToolsHome1” and the path was C:\oracle\BIToolsHome_1. If all prerequisites are met. When done. you are required to provide a Name and Path for the Instance that you are creating. click the Next button Page 2 of 26 ASC0701 . The Name must begin with a character. you will be presented with the following Welcome screen.

Setting up Discoverer Administrator 5.Copyright: Armstrong-Smith Consulting – Revised September 2008 . For Select Installation Type. select one or both of Oracle Discoverer Administrator and Oracle Discoverer Desktop and click the Next button Page 3 of 26 ASC0701 . On the Available Product Components screen. select Custom and click the Next button 6.

The actual install will now start.Copyright: Armstrong-Smith Consulting – Revised September 2008 . Finally. Page 4 of 26 ASC0701 . If you are offered a chance to provide Outgoing Mail Server Information. click the Install button. ignore it and just click the Next button. when presented with the following Summary screen.Setting up Discoverer Administrator 7. 8.

Copyright: Armstrong-Smith Consulting – Revised September 2008 . This step will not take very long.Setting up Discoverer Administrator 9. you must not stop the installer. However. During the later stages the installer will configure all of the components needed to run Discoverer. Page 5 of 26 ASC0701 .

Click Next 11.Setting up Discoverer Administrator 10. click Finish Page 6 of 26 ASC0701 . When the install is complete. During the configuration stage the Net Configuration Assistant will launch. The Net Configuration Assistant requires no manual intervention and is fully automated.Copyright: Armstrong-Smith Consulting – Revised September 2008 .

When prompted “Do you really want to Exit?” click Yes Congratulations. When done. Next we need to set up Discoverer to work with EBusiness Suite.Setting up Discoverer Administrator 12. Page 7 of 26 ASC0701 . At the end of the installation you will see the following End of Installation screen. click Exit 13.Copyright: Armstrong-Smith Consulting – Revised September 2008 . you have successfully installed the Discoverer Admin and Desktop software.

use the following workflow 1. If E-Business Suite is operating in secure mode (ask your system administrator).Setting up Discoverer Administrator Setting up Discoverer to work with E-Business Suite Having successfully installed the Discoverer tools components.Copyright: Armstrong-Smith Consulting – Revised September 2008 . If your system is not running in secure mode. create a new environment variable called FND_SECURE and give it this value: c:\oracle\secure 5. Copy or update your TNS Names entry. it will have been installed into this folder: c:\oracle\BIToolsHome_1 2. To set up the Discoverer Admin tool to work with E-Business Suite. create a folder called secure 4. Create these registry settings (back up your register first): HKEY_CURRENT_USER\Software\Oracle\Discoverer 10\Database\EnableTriggers REG_DWORD 1 HKEY_CURRENT_USER\Software\Oracle\Discoverer 10\Database\DefaultPreserveDisplayPropertyForRefresh REG_DWORD 1 Page 8 of 26 ASC0701 . making sure you have an entry named to match the name of the dbc file referred to in step 5 7. If you accepted all of the default settings during the installation of the Discoverer tools. Using Control Panel | System | Advanced | Environment Variables. the next step is to set up Discoverer to operate and work with Oracle E-Business Suite. Under the c:\oracle folder. you will need to complete steps 3 to 6 below. Get the dbc file from the EBS environment and place it in the above secure folder 6. please continue with step 7 3.

When done. Make sure the Connection tab has these settings: 11. From the Discoverer Admin toolbar select Tools | Properties 10. Launch Discoverer Admin but click the Cancel button at the login prompt 9.Copyright: Armstrong-Smith Consulting – Revised September 2008 . click the OK button Page 9 of 26 ASC0701 .Setting up Discoverer Administrator 8.

The last step is to patch Discoverer up to the correct version. you have successfully installed the Discoverer Admin and Desktop software. Page 10 of 26 ASC0701 . Congratulations.Setting up Discoverer Administrator 12. and set it up to operate with E-Business Suite. Do not log in at this time. From the Discoverer Admin toolbar. For the time being. You will need to check this for logging in to E-Business Suite 13. close Discoverer Admin.Copyright: Armstrong-Smith Consulting – Revised September 2008 . use File | Connect to launch the Discoverer Admin login box: Note: Notice how this time there is a box called Oracle Application User.

This will start the Oracle Universal Installer.Setting up Discoverer Administrator Patching Discoverer Admin to the correct level Having successfully installed the Discoverer tools components and set it up to operate with E-Business Suite. Make note of home name and the actual physical path for the home (i. 4. When the installer prompts for the NAME and PATH of your Oracle Home.1. Page 11 of 26 ASC0701 . Click the Next button 5. select Oracle Application Server and Developer Suite 10g Rel 2 Software Update then click the Next button 8. locate the folder where you unzipped the patch. Patch10122) on the PC. After downloading patch 4960210 from MetaLink.18 is already installed.2. To patch the Discoverer Admin and Desktop tools. Click the Next button 7.e. Note: If you do not have any of the patches referred to in this document. be sure to enter or select the values you noted in step 4 above. you need to go to Oracle MetaLink and download them 1. unzip the patch to a temporary location (i. C:\Oracle\BIToolsHome_1). click on the Installed Oracle Products button and confirm that Discoverer Administration Edition/Desktop 10. use the following workflow Part 1: Patch Discoverer Admin to this level: 10. Using Windows Explorer.2 using patch number 4960210.48.e.2. 6.Copyright: Armstrong-Smith Consulting – Revised September 2008 . the last step is to patch Discoverer to its correct level. After the installer starts. On the next screen.exe. 3. The installer will then check the inventory and proceed to install the patch in the home you have specified. You should see a home called: BIToolsHome1. 2. go into the sub-folder called Install and double-click the file called setup.1.

Locate the folder where you unzipped the patch and go into the sub-folder called files\bin 13. Note: After applying patch 4960210. Using Windows Explorer.Copyright: Armstrong-Smith Consulting – Revised September 2008 .54. the Discoverer Administration Edition/Desktop software will be version 10.Setting up Discoverer Administrator 9.e. set it up to operate with E-Business Suite.1. you have successfully installed the Discoverer Admin and Desktop software. close the installer program. Patch598) on the PC. unzip the patch to a temporary location (i. Part 2: Patch Discoverer Admin to work with E-Business Suite using patch 5985072 10. Copy all of the files from that location and paste them into this location: C:\oracle\BIToolsHome_1\bin Congratulations. After downloading patch 5985072 from MetaLink. make a backup copy of this folder: C:\oracle\BIToolsHome_1\bin 12.2.25. 11. When done. and patched it up to the correct version Page 12 of 26 ASC0701 .

If this works you should see the following login page: 5. the next step is to create one. from your Windows Start button.Setting up Discoverer Administrator Creating an E-Business Suite End User Layer Having successfully installed the Discoverer tools components. To create a Discoverer EUL for E-Business Suite. use the following workflow: 1.Copyright: Armstrong-Smith Consulting – Revised September 2008 .BIToolsHome1 | Oracle Discoverer Administrator 4. Make sure that you have copied your TNSNAMES. Launch the Discoverer Admin tool. Typically you will use.ORA file to this location: $ORACLE_HOME/network/admin 3. select the following: Start | Programs | Oracle Business Intelligence Tools . To do this. if you haven’t yet created a Discoverer End User Layer.enter the database (case is unimportant) Do not check the box entitled Oracle Applications User Click Connect Page 13 of 26 ASC0701 . For the purposes of this manual we are using an account called EUL_10G_US.enter EUL_10G_US (case is unimportant) Password .enter the password Connect . Complete this box as follows: • • • • • User name . Make sure that your DBA has created a database account that will own the EUL. 2. a user called EUL5_US. and may have.

When prompted Do you want to create an EUL now? click Yes 7.Copyright: Armstrong-Smith Consulting – Revised September 2008 . If your connection works. you will now be informed that you do not have access to any End User Layers and that you need to create one. click Create an EUL Page 14 of 26 ASC0701 .Setting up Discoverer Administrator 6. On the EUL Manager screen.

Setting up Discoverer Administrator 8.Copyright: Armstrong-Smith Consulting – Revised September 2008 . Complete the following Create EUL Wizard: Step 1 screen as follows: • • • • Click Select an existing user Check Grant access to PUBLIC Check New EUL is for use by Oracle Applications ONLY Click Select Page 15 of 26 ASC0701 .

After you have selected the user.Copyright: Armstrong-Smith Consulting – Revised September 2008 . Page 16 of 26 ASC0701 . or whatever user you used to connect to Discoverer Admin. click OK 10. click Next Note: Because you selected the same user that you used to log in with you will not be prompted for the user’s password. When ready. On the Select User screen.Setting up Discoverer Administrator 9. locate the user called EUL_10G_US. You will now be returned to the Create EUL Wizard: Step 1 but this time you will notice that the User details have now been filled in and that the Next button has been activated.

Setting up Discoverer Administrator 11.Copyright: Armstrong-Smith Consulting – Revised September 2008 . Discoverer now begins the install of the EUL. As the install progresses you will see the following screens: • • • Creating Tables and Views Populating tables with default data Granting access on EUL tables Page 17 of 26 ASC0701 .enter the APPS password Click Finish 12. Complete the following Create EUL Wizard: Step 2 screen as follows: • • • Schema .enter APPS Password .

Copyright: Armstrong-Smith Consulting – Revised September 2008 . click OK Page 18 of 26 ASC0701 .Setting up Discoverer Administrator 13. When done. you will see the following completion screen. Finally.

Next we need to assign an E-Business Suite user to become our administrator Page 19 of 26 ASC0701 . You will now see the following Load Wizard: Step 1 16. click the Cancel button Congratulations. Having successfully installed the EUL. Because you will be administering this EUL using an E-Business Suite user.Copyright: Armstrong-Smith Consulting – Revised September 2008 . you have successfully installed the Discoverer EBusiness Suite End User Layer. you will now be returned to the EUL Manager screen from where you should click Close 15.Setting up Discoverer Administrator 14.

the next step is to set up the Apps mode privileges To set up Apps mode privileges. From the menu bar. in this case EUL_10G_US 2. use the following workflow: 1. select Tools | Options 4. If not already logged in.Copyright: Armstrong-Smith Consulting – Revised September 2008 . click Cancel 3.Setting up Discoverer Administrator Setting up Discoverer E-Business Suite privileges Having successfully created the empty E-Business Suite EUL. Click the Connection tab Page 20 of 26 ASC0701 . If you are in the Load Wizard. launch the Discoverer Administrator tool and connect as the owner of the EUL.

the same tool needs to be able to administer Discoverer in both modes.Setting up Discoverer Administrator As you can see in the above illustration. hence the third option on the screen Having ensured that Discoverer is enabled for Apps mode. complete the Connection tab as follows: • • • Click Connect to both standard and applications EULs Gateway User ID / password . and specified whether you will only be administering Apps EULs or a combination of standard and Apps EULs.check this if your organization will be using Discoverer in both Apps and standard modes. If you are wondering how this can be. such as a Data Warehouse. Some organizations use Discoverer in Apps mode against their Oracle Apps database but use it in standard mode against another database.enter apps or whichever user your organization is using for the ownership of the Apps foundation tables Click OK • Notes: you are not asked for the Apps password because that was already entered during the EUL creation stage If your DBA has changed the APPLSYSPUB password from the default you will need to get that and use it instead Page 21 of 26 ASC0701 . The three radio buttons are: • Connect to standard EULs .Copyright: Armstrong-Smith Consulting – Revised September 2008 .check this if your organization will only ever be using Discoverer in Apps mode • Connect to both standard and applications EULs . let us explain. the Connection tab has three radio buttons and an area called Applications EUL Settings.enter applsyspub/pub Foundation Name . Because there is only one Administrator tool.check this if your organization will only ever be using Discoverer in standard mode • Connect to applications EULs .

From the menu bar.Setting up Discoverer Administrator 5.Copyright: Armstrong-Smith Consulting – Revised September 2008 . Click the Privileges tab and then click Select 7. select Tools | Privileges 6. pick the Responsibility or Apps user that you want to use for managing Discoverer Page 22 of 26 ASC0701 . On the Select User/Responsibility screen.

Copyright: Armstrong-Smith Consulting – Revised September 2008 .Setting up Discoverer Administrator Note: The recommended method is to use the SYSADMIN user account to administer the EUL. Page 23 of 26 ASC0701 . If this is not convenient you should select a user that has similar access rights.

Now that you have assigned privileges to the SYSADMIN user or responsibility you now need to re-connect using SYSADMIN or a user that has the responsibility that you granted admin rights to Page 24 of 26 ASC0701 . Assign all of the following privileges and then click OK Note: The Schedule Workbooks privilege can only be granted to a user. It cannot be granted to a responsibility 9.Copyright: Armstrong-Smith Consulting – Revised September 2008 .Setting up Discoverer Administrator 8.

Complete the above dialog box as follows: • • • • • User name . 12.Setting up Discoverer Administrator 10. You will of course need to know the SYSADMIN password.Copyright: Armstrong-Smith Consulting – Revised September 2008 . select File | Connect.enter the password Connect . As shown in the following illustration you will notice that there a additional checkbox called Oracle Applications User.enter the database (case is unimportant) Make sure Oracle Applications User is checked Click Connect Page 25 of 26 ASC0701 . The Discoverer Administrator login screen will be displayed once more but this time you should reconnect as the SYSADMIN user. 11. From the menu bar.enter sysadmin (case is unimportant) Password . In order to connect properly you will need to check this box.

The next step is over to you to create or import your business areas. Congratulations. configured and set up the End User Layer to work in Apps mode. 14. From here on.Copyright: Armstrong-Smith Consulting – Revised September 2008 .Setting up Discoverer Administrator 13. Do not attempt to administer an Apps mode EUL as the database EUL owner. you have successfully installed. Select the System Administrator responsibility and click OK 15. Discoverer will now authenticate the SYSADMIN user against the Oracle Applications E-Business Suite. This account is used to store the EUL tables and views but it is not an Apps account. you should only log in to the Administrator tool as the Apps SYSADMIN use. After you have done this the Load Wizard will be prompted. Page 26 of 26 ASC0701 . If the credentials are correct. You will run into serious trouble if you start administering the EUL with it. so please do not try. you will be presented with the following Choose a Responsibility Screen.

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