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List out all the steps required for integrating BI Publisher 12c with Siebel Innovation Packs 16 and later versions
So the only option here to use is stand alone BIP 12c for Siebel Integration, so that it will be by default set to File System catalog. While
installing you just need to choose only BI Publisher.
To use BI Publisher 12c with Siebel using Reports integration. It is must to have a completely separate Standalone install for Siebel
Integration. This applies to BIP 11g (11.1.1.9) as well.
Please note that there is no changes from User experience perspective and functionality/features wise for 11g/12c/OAS
If you are installing BIP 12.2.1.4, there is a known issue in installing the base as stand alone. After installing the base and before
configuration, also take the interim patch mentioned in KM “Siebel Integration with BI Publisher release 12.2.1.4 (Doc ID 2521918.1)”
After installing the base version 12.2.1.3.0/12.2.1.4.0/OAS 5.5, make sure to install its latest available patch to have fixes for known issues. Based on
your BIP version please refer the below documents to get the details of its latest patch available. You can download it from the same note.
Overview of Available Update Patches for Oracle BI Publisher Enterprise 11g Article ID 1276869.1]
Required and Recommended Patches and Patch Sets For Oracle Business Intelligence 12c (Doc ID 2070465.1)
Guidance And Recommended Patching Maintenance For Oracle Analytics Server (OAS) (Doc ID 2815208.1)
Note: For any issues Or queries related to BIP Installation Or for Installation documentation Or looking for compatibility details Or for any
other related queries Or issues related to BIP, please raise an SR under Oracle – BIP support . While raising the SR, select the product as
‘BI Publisher (formerly XML Publisher)’.
BIP 12c installs on different ports when compared to 11g. Please find the details of some differences
– Port number
– Path difference
– Start and stop of complete BIP Server
– Change of catalog
– Deployment of xmlpserver.ear file
2. Click on the tree hierarchy which is present on the top left hand side
3. Expand until bi_server1, and then right click on it . Under ‘Logs’ choose ‘Log Configuration’.
Before starting integration steps Or before applying any BIP patches, make sure to take the back up of the “xmlpserverconfig.xml” file
and “xmlpserver.ear” file of BIP Server, particularly before doing any modifications at BIP server level.
Make sure to set the Super user credentials before/while setting the ‘Siebel security’ model in BIP server
• Start the application by selecting the application and click on 'Start' button
• Navigate to the application folder 'bipublisher‘
• Select the check box and then select ‘Servicing all requests’ under ‘Start' button to start the application.
• Wait until ‘State’ shows as ‘Active’.
Every time after your restart the BIP services, make sure to test by accessing the BIP URL- (eg: https://<hostname>:9502/xmlpserver)
Please note that after enabling the super user, we can only long to BIP using super user credentials to login to BIP. Previous default credentials
‘weblogic’ user will not work now.
1. Following standard Siebel java function files need to be modified before deploying in WebLogic server:
–SiebelCustomXMLP.JAR,
–SiebelCustomXMLP_SIA.JAR,
–XSLFunctions.JAR,
–InkToolsLib.jar (Optional),
–iSignBmp.jar (Optional).
3. Copy the ‘.jar’ files from Siebel server path (\SIEBEL_ROOT\siebsrvr\CLASSES) to the BIP folder location
<rootdir>\Middleware\Oracle_Home\user_projects\domains\bi\Classes
Note: In latest Siebel reports guide from Bookshelf, it was wrongly mentioned to copy Siebel.jar as well SiebelXMLP.jar along with
above mentioned .jar files. But as per the feedback from development team, these are not required. Hence created a documentation
defect ‘30890908’ to remove these 2 .jar files from Siebel reports guide.
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Deploy Siebel .jar files in BIP12c
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Deploy Siebel .jar files in BIP12c
• Select on 'Install' button. And select the directory, where the .jar library file is located.
• Select the directory, where the modified.jar files exists, after that select the .jar file that is to be deployed.
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Deploy Siebel .jar files in BIP12c
• Verify for the Library file name deployed as per the extension name e.g. 'SiebelCustomXMLP’
• Follow the same approach to deploy the other modified .jar files as library files in WebLogic. Once all six ‘.jar’ files gets deployed, verify
all six library files deployed.
Steps to modify and deploy the xmlpserver.ear file to Include the custom Java Functions in BI Publisher.
1. Use WinZip or 7-Zip to open and modify the XMLPSERVER.EAR located under
<rootdir>/Middleware/Oracle_Home/bi/bifoundation/jee/xmlpserver.ear. Make sure to take the backup of the existing file before
modifying.
2. Drag the ‘WebLogic-application.xml’ located under XMLPSERVER.EAR/META-INF into any other location. And then modify it with the
following to include all the libraries which we have deployed in WebLogic
<library-ref>
<library-name> iSignBmp.jar</library-name>
</library-ref>
<library-ref>
<library-name>SiebelCustomXMLP</library-name>
</library-ref>
• <library-ref>
<library-name>SiebelCustomXMLP_SIA</library-name>
</library-ref>
<library-ref>
<library-name>XSLFUNCTIONS</library-name>
</library-ref>
Note: Make sure to give the exact extension names which were used while deploying the Siebel .jar files as libraries in WebLogic server. And
also please note that TAGs are closed correctly, if not, when deploying the XMLPSERVER.EAR file, it will error out.
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Modify and deploy the xmlpserver.ear file
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Modify and deploy the xmlpserver.ear file
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Modify and deploy the xmlpserver.ear file
3. Save the changes to the file and drag the WebLogic-application.xml back into the archive. Make sure to keep the modified xmlpserver.earfile
to its original location (<rootdir>/Middleware/Oracle_Home/bi/bifoundation/jee/xmlpserver.ear)
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Review XMLP Responsibilities In Siebel
Using Siebel Administrator credentials, navigate to Administration -Application, and then Responsibilities.
Under Responsibilities list, query for XMLP* for each of the BI Publisher functional roles:
–XMLP_ADMIN,XMLP_ADMIN_USER—Serves as the administrator role for the BI Publisher server.
Ensure to assign the XMLP_ADMIN, XMLP_ADMIN_USER role to a user with administration privileges.
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Define Siebel web services in Siebel
Modify the Inbound Web service for the Siebel application by executing following steps:
a. Navigate to the Administration-Web Services screen, then the Inbound Web Services view.
b. In the Name field in the Inbound Web Services list, query for BIPSiebelSecurityWS.
c. Change the host, port, and locale of the Siebel Server by doing the following:
https://<SiebSrvr>:<Portnumber>/siebel/app/eai/<Lang>?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1
where:
SiebSrvr is the Siebel Server name on which the Web service resides.
Portnumber is the https redirection port and Lang is the three-letter designator for the locale of the Siebel Server.
For IP 16, we need to use http, until unless SSL/https is enabled for your Siebel, and the address would be in
format http://<SiebSrvr>:<Portnumber>/eai_<Lang>?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1
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Define Siebel web services in Siebel
Configuring an Outbound Web Service for Siebel Reports
1. Navigate to the Administration-Web Services screen, then the Outbound Web Services view and query for ‘PublicReportServiceService’
2. Change (or verify) the service port address corresponds with Oracle BI Publisher Server. The format is:
https://WebServerHostName:port/xmlpserver/services/PublicReportService_v11
where:
WebServerHostName is the full path for Oracle BI Publisher Server
port is the port on which Oracle BI Publisher Server resides
http://BIPServerHostName:9503/xmlpserver/services/PublicReportService_v11
3. Clear the Siebel Server cache to make sure that the changes are propagated to run-time memory.
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Add an Explicit Reference to Container URL for Oracle BI Publisher Server[IP2017]
For successful upload of report templates and for scheduled reports need to set the Container URL for Oracle BI Publisher
Server.
Navigate to the Administration-Server Configuration screen->Enterprises, and then the Profile Configuration view.
Query for the XMLPJvmSubsys profile in Name field
Under Profile Parameters subview, set the value of the Container URL field as follows:
http://<serverName>:<port>/siebel/jbs
where: port is the port number used for the config agent port parameter and for serverName use ‘localhost’
Note: Make sure to use http instead of https in this Container URL
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Add an Explicit Reference to Container URL for Oracle BI Publisher Server[IP2017]
Set the CONTAINERURL to
http://localhost:<ConfigAgentPort>/siebel/jbs
server name should be set as ‘localhost’ and port is Config Agent Port, value from ses/applicationcontainer/conf/server.xml file
Where 9002 -> is an Connector port parameter value from ses/applicationcontainer/conf/server.xml file
Search for catalina section, and find the connector port being used.
Important points to note down here
For example it looks like:
The <serverName> has to be ‘localhost’ always as the URL points to
the config agent within SES only
The idea is, call should not go over the network rather it should go to
ConfigAgent in the same machine. Hence it is localhost and protocol
is http(since this call doesn’t go out).
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Add an Explicit Reference to JAR Files for Oracle BI Publisher Server[IP2016]
Explicit reference to Siebel JAR files is necessary for successful upload of report templates and for scheduled reports.
Make sure to install JDK 32 bit before executing below steps.
Set the JVM Classpath on Server Configuration UI. Navigate to Administration-Server Configuration->Enterprises->ProfileConfiguration->Query for XMLPJvmSubsys
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Add an Explicit Reference to JAR Files for Oracle BI Publisher Server[IP2016]
For Windows based Operating System:
Change parameter dll= C:\jdk1.8.0_131\jre\bin\client\jvm.dll for named subsystem xmlpjvmsubsys
Note: For Windows, setting environment variable JAVA_HOME is enough. Where as for UNIX based Operating System need to set both JAVA_HOME & LIBPATH
environment variables.
/usr/ jdk1.8.0_xx/jre/bin:/usr/jdk1.8.0_xx/jre/bin/j9vm
Restart the Siebel Services Including gateway to take changes into effect
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Implement EAI File Handling Changes for Siebel Reports Report Generation
Starting from Siebel Fix Packs 8.1.1.10 and 8.2.2.3, a new ‘EAIFileTransportFolders’ enterprise parameter is introduced.
This Parameter allows to restrict write access for the EAI File Transport to specific folders within the Siebel file system. However, for report
generation to work properly, this parameter must be set to specific to your deployment. To implement EAI file handling changes for Siebel Reports
report generation, change enterprise parameter ‘EAIFileTransportFolders’ to following
<siebsrvr_root>\ses\siebsrvr\xmlp\reports; <siebsrvr_root>\ses\siebsrvr\xmlp\data
where:
Note: Multiple paths will be separated by semi colon (;) Restart the Siebel Server including gateway to take into effect
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Configure BI Publisher to Use Siebel Security model
Log in to BI Publisher with Administrator privileges. From the Administration page select Security Configuration.
In the Authorization region of the page, select Siebel
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Configuring BI Publisher to Use Siebel Security
Update Siebel Web Service Endpoint String with:
https://<SiebSrvrhost>:<Port>/siebel/app/eai/<Lang>?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1
where SiebSrvrhost is the Siebel Server host name.
Port is the https redirection port
Lang is the three-letter designator for the locale of the Siebel Server.
Note: You can use any Siebel user here who does have the Siebel employee record with Siebel Administrator credentials and all the XMLP
responsibilities.
For Siebel IP 16, we need to use http, until unless SSL/https is enabled for your Siebel side, and the address would be in below format
http://<SiebSrvrhost>:<Portnumber>/eai_<Lang>?SWEExtSource=WebService&SWEExtCmd=Execute&WSSOAP=1
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Import the Siebel certificates to BIP server
Normally if Siebel is https/SSL enabled, then, then it is must to follow the document “BI Publisher Reports Failing When WSDL and Web
Service End Point Use HTTPS (Doc Id 1326291.1)” which says to install the below certificates in the Java keystore located on the BIP server
o Server Certificate
o Intermediate Certificate (if it exists)
o Root CA Certificate
Otherwise we receive errors when making calls to a Web service that is protected via Secure Sockets Layer (SSL) (that is, uses https://), you
may need to export the certificate from the Web server hosting the Web service and import it into the Java keystore on the machine running BI
Publisher. In other words if you enable ssl/https at browser to webserver then the SSL certificates from the Siebel Web Server(s) need to be
imported in the Java keystore located on the BIP server (\OraHome_1\jdk\jre\lib\security\cacerts). The entire chain of certificates i.e. Root,
Intermediate and Server certificate needs to be imported.
We need to follow the above process only when SSL/https is enabled on Siebel side. But Siebel Innovation Pack 17 is by default https
enabled. So it is must to import all the related certificates we used while setting up Siebel IP 17 to BIP server using Keytool command.
If we did not import these certificates after setting the Siebel security model in BIP, we can not able to login to BIP with Siebel security
credentials. We receive the error like below when try to login to BIP with Siebel Security credentials
*****In Summary this is mandatory step now for Siebel IP 17 – BIP integration. For IP 16 – BIP Integration, this step is not required by
default until unless your Siebel application is ssl/https enabled.
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Import the Siebel certificates to BIP server
You would need to import the following SSL certificates from your Siebel IP 17 machine to BIP server using Java Keytool
o Server Certificate
o Intermediate Certificate (if it exists)
o Root CA Certificate
Install the Certificate into your keystore using the Java keytool, as follows. The keystore used by BIP Server resides in the Java Home path. So if
you have installed BIP Server on a machine that does NOT have JAVA_HOME environment variable defined, then BIP will automatically use its
own Java Home which is the 'OraHome_1/jdk/jre/' path.
You should find a file named 'cacerts' under BIP folder location
For BIP 12c, the example location would be
- Keytool.exe located under C:\Oracle\Middleware\Oracle_Home\oracle_common\jdk\jre\bin
- Certificates are stored under C:\Oracle\Middleware\Oracle_Home\oracle_common\jdk\jre\lib\security\cacerts
If you are integrating BIP 11g (11.1.1.9), the example location would be
- Keytool.exe located under \BI\Oracle_BI1\jdk\jre\bin
- Certificates are stored under \BI\Oracle_BI1\jdk\jre\lib\security\cacerts
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Import the Siebel certificates to BIP server
Key steps to be followed for Siebel security model to work
1. Copy all the Siebel certificates certsiebel.cer and certCA.cer to BIP server machine, under any folder Or newly created folder
For example, assume that we have created a folder with name ‘IP17Certs’ in BIP machine.
2. cacerts is the file which stores the certificates and is located under
C:\Oracle\Middleware\Oracle_Home\oracle_common\jdk\jre\lib\security\cacerts
3. Go C:\Oracle\Middleware\Oracle_Home\oracle_common\jdk\jre\bin and then run the below commands
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Restart services
1. First restart WebLogic services
Go to path “C:\Oracle\Middleware\Oracle_Home\user_projects\domains\bi\bin\” and run the command
stopWebLogic.cmd/stopWebLogic.sh
After that start them by running the commands startWebLogic.cmd/startWebLogic.sh
2. Restart Node Manager
Go to path “C:\Oracle\Middleware\Oracle_Home\user_projects\domains\bi\bin\” and run the commands
stopNodeManager.cmd/stopNodeManager.sh
After that start them by running the command startNodeManager.cmd/startNodeManager.sh
3. Start the BIP services
1. Login to weblogic console - http://hostname:Port/console
2. Click on 'Deployments', Select 'Lock & Edit‘, Under 'Summary Of deployment' choose 'Control tab
3. Navigate to the application 'bipublisher‘
- Select the check box and then select ‘Force stop now’ under ‘Stop' button to stop the application.
- Select the check box and then select ‘Servicing all requests’ under ‘Start button to start the application
4. Wait until you see the status as 'Active‘.
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Restart services
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Restart services
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Test (Siebel Security model, Reports Upload & Execution)
1. Login to BI Publisher with Siebel Security credentials (used under Siebel security model) and test accessing ‘Roles and Permissions’ tab.
You should be able to login and see the XMLP_* roles under ‘Roles and Permissions’ tab. This confirm the successful Siebel security
model setting defined in BIP and then proceed for reports upload and finally report execution.
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Test (Siebel Security model, Reports Upload & Execution)
2. If Siebel Security model is working fine, then proceed to test reports upload.
• Login to Siebel UI,
• Under Sitemap, go to Administration – BI Publisher Reports
• Click on ‘Reports – Standard Templates’
• Select any record and click on ‘Upload Files’
• Wait until you receive pop up ‘Upload Successful’
3. If reports upload is successful, then test that report by navigating to the corresponding view for which this report is associated
Make sure the data exists (at least one record)
• Click on ‘Report(s)’ icon
• Report Pane screen opens.
• Select the report name, output type, custom name and local
• Click on Submit
• Click on ‘My Reports’ , check whether the report is generated with message ‘success’?
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Process of Enabling and Configuring report Scheduling
Steps:
Apply the required patches to enable scheduling
Define eai_anon_lang profile
Configuring the Data Service WSDL for Oracle BI Publisher Server
Test scheduling
Configuring Scheduled Reports view in Siebel UI
With BIP 11.1.1.9 .0 – move to 11.1.1.9.160719 and then apply the interim patch 24695801
With BIP 11.1.1.9 .0 – move to 11.1.1.9.160719 and then apply the interim patch 24695801
Note: At the time of updating this document (January 2020), the latest update patch available for Oracle BI Publisher Enterprise 12.2.1.3
• For Oracle BI Publisher Enterprise 12.2.1.3.x: - Patch 30499022 BI Bundle Patch 12.2.1.3.200114 containing Oracle BI Publisher is the latest patch currently.
You can download this patch from document “ Overview of Available Update Patches for Oracle BI Publisher Enterprise 12c (12.2.1.3) (Doc ID 2354481.1)
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Process of Enabling and Configuring report Scheduling
Define eai_anon_lang profile
In IP 17, while creating Application Interface profile, we use eai_baselanguage by default (for example eai_enu) . And we might also have defined
the Application object Manager Callcener_enu Or sales_enu which every you uses. In a similar fashion we need to add the eai_anon_lang for AI
profile, because for scheduling we use eai_anon_lang to define the address of Siebel Inbound webservice ‘BIPDataService’ (which is involved
and invoked for scheduling)
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Process of Enabling and Configuring report Scheduling
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Process of Enabling and Configuring report Scheduling
7. Under Basic information, give all the details as shown below
Note: Make sure to select the Checkbox for ‘Configure Anonymous Pool for this eai_anon_lang
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Process of Enabling and Configuring report Scheduling
8. Provide all mandatory field details as shown in UI for ‘Enhanced Authentication’ and click on ‘Next’. Finally click on ‘Submit 'and refresh it.
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Process of Enabling and Configuring report Scheduling
Oracle BI Publisher Server uses a Web service to pull data from the Siebel application when a report is scheduled and executed. The WSDL
(Web Service Definition Language) provides a definition of this Web service. Oracle BI Publisher Server must know where this WSDL file is
located.
https://<Siebserver>:<Port>/siebel/app/eai_anon/<Lang>?SWEExtSource=SecureWebService&SWEExtCmd=Execute
where:
■ Siebserveris the same as the Siebel Server name on which the Web service resides.
■ Portnumber is the https redirection port
■ Lang is the three-letter designator for the locale of the Siebel Server (for example, enu).
5. Under Operations Applet > for the record ‘GetReportData’ set the field ‘Authentication Type’ value to ‘Username/Password –clear text
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Process of Enabling and Configuring report Scheduling
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Process of Enabling and Configuring report Scheduling
6. Select ‘BIPDataService’, and then click ‘Generate WSDL’ button
9. Do clear cache on Siebel side and restart Weblogic services on BIP server side to have changes into effect.
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Process of Enabling and Configuring report Scheduling
Test scheduling
Login to Siebel UI
Navigate to Account List View
Click on reports icon
Select the Report Name, Custom Name, Output Type, Locale and expand Schedule. Select the frequency ‘Run Immediately’ and click on
‘Submit’
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Process of Enabling and Configuring report Scheduling
Login to BIP Server
Click on ‘Home’
Navigate to ‘Report Job History’ page to
see the scheduled job status and to open that
Scheduled record output.
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Process of Enabling and Configuring report Scheduling
Verifying Symbolic URL Arguments that Embed the Oracle BI Publisher Scheduling Views in the Siebel Application
We can also see this BIP ‘Report Job History’ page in Siebel UI by accessing the ‘Scheduled reports’ view.
This view is an embedded Web page from the Oracle BI Publisher Enterprise application.
To configure this view, you implement a symbolic URL to display external contents in the Siebel user interface.
1. Navigate to the Administration -Integration screen, WI Symbolic URL List, and then the Host Administration view.
2. Query for biphost virtual name, and then edit for your deployment. Given your BIPserverhostname:Port under ‘Name’ field.
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Process of Enabling and Configuring report Scheduling
3. Navigate to the Symbolic URL Administration view.
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References
Troubleshooting problems with the Siebel BI Publisher integration (Doc Id 1051319.1)
Siebel Reports with Oracle BI Publisher 11g (Doc ID 2102311.2)
Overview of Available Update Patches for Oracle BI Publisher Enterprise 11g Article ID 1276869.1]
Required and Recommended Patches and Patch Sets For Oracle Business Intelligence 12c (Doc ID 2070465.1)
Guidance And Recommended Patching Maintenance For Oracle Analytics Server (OAS) (Doc ID 2815208.1)
Siebel Integration With Oracle Analytics Publisher 12.2.5.5.0 (Doc ID 2741984.1)
Siebel BI Publisher Reports Business Service (8.1.1.7+) (Doc ID 1425724.1)
Improving the performance of Siebel BI Publisher Report Generation ( Doc Id 1392449.1)
Siebel Certificates Import To BIP Using KeyTool Is Failing With Error "Java.lang.Exception: Input not an X.509 certificate" (Doc ID
2314415.1)
Steps to enable BI Publisher logging? (Doc ID 2076111.1)
Siebel BI Publisher Integration With Security Adapters (Doc ID 2332394.1)
Siebel Integration with BI Publisher release 12.2.1.4 (Doc ID 2521918.1)
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