Oracle

Primavera Unifier
Oracle Analytics Server Configuration Guide for On-Premises

Version 24
December 2024
Oracle Primavera Unifier Oracle Analytics Server Configuration Guide for On-Premises
Copyright © 1998, 2024, Oracle and/or its affiliates.
Primary Author: Oracle Corporation

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Contents
Introduction ...................................................................................................................................... 5
Downloading Oracle Analytics Server ............................................................................................... 7
Configuring Oracle Analytics Server for Unifier Reporting ................................................................ 9
Configuring Enterprise Reporting with Oracle Analytics Server ........................................................... 9
Configuring an Oracle Analytics Server User in WebLogic .............................................................. 9
Security Model in Oracle Analytics Server ..................................................................................... 10
Creating the JDBC Connection String for Oracle Analytics Server ............................................... 10
Disabling the Cache for Oracle Analytics Server ........................................................................... 10
Creating a Reports Folder in Oracle Analytics Server ................................................................... 11
Adding Data Sources to Roles with the Fusion Middleware Security Model ............................... 11
Assigning Permissions to the Unifier Reports Folder .................................................................... 11
Configuring Oracle Analytics Server in Unifier ................................................................................ 13
Setting Permissions for Custom Reports ........................................................................................ 13
Creating Data Views........................................................................................................................ 15
Creating an Oracle Analytics Server Report in Unifier .................................................................... 17
Adding Permissions to Run Oracle Analytics Server Reports ......................................................... 21
Configuring Oracle Analytics Server Publisher Reports to Use Unifier Images ............................... 23
Running the Oracle Analytics Server Report in Unifier ................................................................... 25

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Introduction
This document provides Oracle Primavera Unifier network and database administrators
instructions on how to download Oracle Analytics Server, configure Oracle Analytics Server
settings, configure Oracle Analytics Server in Unifier, and create and run Oracle Analytics Server
reports.
Oracle Analytics Server integrate with Unifier to deliver on-demand web-based reporting through
Unifier.
Follow the instructions in this guide to:
1) Download Oracle Analytics Server.
2) Configure Oracle Analytics Server settings.
3) Configure Oracle Analytics Server in Unifier.
4) Create Oracle Analytics Server reports.
5) Run Oracle Analytics Server reports.

Note: These instructions contain information only on configuring Oracle

Analytics Server to work with Unifier. They do not include information on
installing Oracle Analytics Server. For Oracle Analytics Server
installation instructions, refer to the documentation included with Oracle
Analytics Server.

Before getting started, familiarize yourself with the way Oracle Analytics Server handle reports.
Unifier populates its list of reports from the Report Definitions that load from Oracle Analytics
Server Web Services. When you need to create or modify a report, you will use Oracle Analytics
Server. The Oracle Analytics Server documentation will help you understand how it works.

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Downloading Oracle Analytics Server
Unifier can integrate with Oracle Analytics Server.

Note: For the full list of system requirements, applications, and

application version levels, refer to the Unifier Tested Configurations
document.

Any prior version of Oracle Analytics Server will fail to connect with Unifier.
To download Oracle Analytics Server:
1) Go to the Oracle Software Delivery Cloud.
2) Search for Oracle Analytics Server and enter your platform version.
3) Select the Oracle Analytics Server for your platform and download the applicable files.
4) Use the instructions for Oracle Analytics Server to install it from the files you downloaded.

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Configuring Oracle Analytics Server for Unifier
Reporting
To run reports in Unifier, you must complete these tasks:
1) Download Oracle Analytics Server from the Oracle Software Delivery Cloud.

Note: For the full list of system requirements, applications, and

application version levels, refer to the Unifier Tested Configurations
document.

2) If not already set up, install and deploy an Oracle Analytics Server environment to manage
reports. See the documentation included with Oracle Analytics Server.
3) Configure sample reports, roles, security, and users in Oracle Analytics Server. See
Configuring Enterprise Reporting with Oracle Analytics Server (on page 9).
4) Populate Oracle Analytics Server settings in the Unifier Configurator. See Configuring
Oracle Analytics Server in Unifier.

In This Section
Configuring Enterprise Reporting with Oracle Analytics Server.................................. 9

Configuring Enterprise Reporting with Oracle Analytics Server

The following topics describe how to configure reports in Oracle Analytics Server to work with
Unifier.

Configuring an Oracle Analytics Server User in WebLogic

To add an administrative Oracle Analytics Server user to WebLogic:
1) Open a web browser and launch Oracle WebLogic for your installation of Oracle Analytics
Server.
2) Log in to Oracle WebLogic Administration Console.
3) In the Domain Structure section, click Security Realm.
4) Click the realm name in the table.
5) Click the Users and Groups tab.
6) Click the Users sub tab.
7) Click New.
8) In the Create a New User form:
a. Complete the required fields for Name, Password, and Confirm Password. Ensure that
this user has a unique user name.
b. Click OK.

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Oracle Analytics Server Configuration Guide for On-Premises

9) Click the user name that you created.

10) Click the Group tab.
a. Choose one of the following:
 Move the BI Service Administrators, BI Content Author, and BI Consumers
groups from the Available column to the Chosen column.
 Move the OA Service Administrators, OA Content Author, and OA
Consumers groups from the Available column to the Chosen column.
b. Click Save.
11) Log out of the Oracle WebLogic Administration Console.

Security Model in Oracle Analytics Server

The default security in Oracle Analytics Server is Fusion Middleware, which is a role-based,
declarative model that employs container-managed security where resources are protected by
roles that are assigned to users. This security model can be utilized when integrating with
Unifier.

Creating the JDBC Connection String for Oracle Analytics Server

To create the JDBC connection string:
1) Log in to Oracle Analytics Server as an administrative user.
2) In Oracle Analytics Server, click the Administration link.
3) Under Data Sources, click the JDBC Connection link.
4) Click Add Data Source or choose the data source name you want to use.
5) In the General section:
a. In the Data Source Name field, enter the alphanumeric name of the Unifier data source.
b. In the Driver Type field, select your version.
c. In the Database Driver Class field, enter the JDBC driver class for your database.
d. In the Connection String field, enter your JDBC connection string for the Unifier
Database.
e. Ensure the Use System User option is not selected.
f. In the Username field, enter your Unifier Database Schema User (for example, Unifier).
g. In the Password field, enter your Unifier Database Schema User password.
h. Ensure the Pre Process Function and Post Process Function fields are left blank.
i. Clear the Use Proxy Authentication option for this data source definition.
j. Click Test Connection.
6) Click Apply.

Disabling the Cache for Oracle Analytics Server

To disable the cache:
1) Log in to Oracle Analytics Server as an administrative user.

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 Configuring Oracle Analytics Server for Unifier Reporting

2) In Oracle Analytics Server, click the Administration link.

3) Under System Maintenance, click the Server Configuration link.
4) In the Cache Expiration (minutes) field, enter 0 minutes.
5) Click Apply.
6) Restart the Oracle Analytics Server.

Creating a Reports Folder in Oracle Analytics Server

To create a reports folder for Unifier:
1) Log in to Oracle Analytics Server as an administrative user.
2) Select Catalog.
3) Under Folders highlight Shared Folders.
4) Select the New icon and select Folder.
5) Enter a folder name and click OK.

Adding Data Sources to Roles with the Fusion Middleware Security Model
You can assign an existing role to users, but you need to assign the JDBC data source to the
roles.
To assign the data source:
1) Click the Administration link at the top of your screen.
2) In the Security Center section, select the Roles and Permissions link.
3) For the BI Service Administrator or OA Service Administrator role, select the Add Data
Source icon.
4) Under Database Connections move the data source created for Unifier from the Available
Data Sources to Allowed Data Sources.
5) Click Apply.
6) Repeat steps 1-5 for the BI Consumer or OA Consumer role and the BI Content Author or
OA Content Author role.

Assigning Permissions to the Unifier Reports Folder

To assign permissions to the Unifier Reports Folder:
1) Log in to Oracle Analytics Server as an administrative user.
2) Click Catalog.
3) Under Shared Folders, highlight the Unifier Reports folder.
4) In the Tasks pane, click Permissions.
5) Click + to add a role.
6) Click Search to list all available roles.
7) Highlight the appropriate role for Unifier and click Move.
8) Click OK to close the Add Roles window.

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Oracle Analytics Server Configuration Guide for On-Premises

9) In the Permissions window, select all boxes.

10) Click OK to save.

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Configuring Oracle Analytics Server in Unifier
To configure Oracle Analytics Server in WebLogic in Unifier:
1) Open the Unifier Configurator:
a. Go to the Unifier home directory and open the WebLogic folder (for example,
Unifier_Home/weblogic).
b. Run configure.bat (for Windows) or configure.sh (for Linux).
2) Select the Report tab.
3) In the Oracle Analytics Publisher Endpoint URL field, enter the Oracle Analytics Server
Web Services endpoint URL.
For example: http://host1.name1.com:9704
4) In the Oracle Analytics Publisher User Name field, enter the user name created above for
the Oracle Analytics Server.
5) In the Oracle Analytics Publisher Password field, enter the password for the Oracle
Analytics Server user.
6) In the Oracle Analytics Publisher Data Source field, enter the JDBC data source name
you entered when you created the Oracle Analytics Server JDBC Data Source.
7) In the Oracle Analytics Publisher Report Folder field, enter the name of the folder created
under the Shared Folders location in the Oracle Analytics Server Catalog.
8) In the Oracle Analytics Publisher External Report Folder field, enter the name of the
external folder created under the Shared Folders location in the Oracle Analytics Server
Catalog.

Setting Permissions for Custom Reports

To set permissions for Custom Reports:
1) Go to the Company Workspace tab and switch to Admin mode.
2) In the left Navigator, select User Administration, and then select Access Control.
3) In the right pane, expand User Mode Access, and then complete the following:
 If the reports are at the Program level, expand Programs, expand Reports, expand
Custom, and then select [report name].
 If the reports are at the Project level, expand Projects/Shells, expand Reports, expand
Custom, and then select [report name].
4) Select the access for the appropriate user.
5) Click OK.

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Oracle Analytics Server Configuration Guide for On-Premises

Notes:
 A user with the configure permission to the Custom Report node,
can configure custom print templates. There are no separate
permissions for performing actions on the custom print templates.
 If you have a User Mode Navigator, you must include the Custom
Report in the navigator and redeploy before the user can assign
permission through Access Control.

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Creating Data Views
You will create data views to operate as data sources for custom reports.

Note: Refer to the Unifier Modules Setup Administration Guide for more
information.

To create a data view:

1) Sign in to your Unifier environment, as company administrator or administrator.
2) Go to the Company Workspace tab and switch to Admin mode.
3) In the left Navigator, select Data Structure Setup, and then select Data Views.
4) In the User-Defined Data Views window, click New.
5) Enter the information needed for your data view. See Tips for more information.
6) Click Apply and OK.
7) Highlight the new view and select Status, Published.

Tips
The SQL definition will consist of the SQL query used to populate the report with specific data
based on the desired output.

Note: If using the data view as a Main view in a Project level report, you
must have a column named project_id. If using the data view in a
Program level report, you must have a column named program_id.

For example, a Project level data view for a company registry "companyReg" can be like this
below:
SELECT pu.PID as PROJECT_ID,
p.PROJECTNUMBER as PROJECTNUMBER,
c.COMPANYNAME as COMPANY_NAME,
c.SHORTNAME as COMPANY_SHORT_NAME,
c.DESCRIPTION as COMPANY_DESCRIPTION,
c.CONTACTNAME as COMPANY_CONTACT_NAME,
u.FULLNAME as USER_FULL_NAME,
u.USERID as USER_ID,
u.USERNAME as USER_NAME,
u.EMAIL as USER_EMAIL
FROM companyReg_SYS_USER_INFO_VIEW u,
companyReg_SYS_COMPANY_INFO c,
companyReg_SYS_PROJECT_INFO p,

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Oracle Analytics Server Configuration Guide for On-Premises

companyReg_SYS_PROJECTUSER pu
WHERE c.COMPANYID = p.COMPANYID
AND p.PID = pu.PID
AND u.userid = pu.userid

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Creating an Oracle Analytics Server Report in
Unifier
To create an Oracle Analytics Server report:

Note: For creating and updating Oracle Analytics Server custom reports
and Oracle Analytics Server custom prints, and importing reports from
Oracle Analytics Server into Unifier (synchronization), refer to the Unifier
General Administration Guide.

1) Sign in to your Unifier environment.

2) Go to the Company Workspace tab and switch to Admin mode.
3) In the left Navigator, select Configuration, and then select Custom Templates.
4) In the right pane:
a. Select the New (drop-down arrow).
b. Choose Report with Internal Data Model or Report with External Data Model.
If you choose Report with External Data Model, you will continue using the steps in the
section.

Notes:
 Internal data model: Unifier maintains the data model file internally.
Any changes in the data views, data links, query parameters, and
additional parameters are being applied and saved in the data model
when the Oracle Analytics Server report is saved.
 External data model: Users need to upload the data model (.xdm)
file and maintain it externally. This means that the user may modify
the .XDM file manually or by using the Oracle Analytics Server data
model editor.
5) In the General tab of the Custom Report dialog box:
a. In the Name field, enter a name for the report.
b. In the Description field, enter a brief description about the report (maximum 250
characters and non-ASCII characters are permitted).
c. The Data Model Type field is a pre-populated and read-only field with values that can be
internal or external based on the option selected at the time of creating the custom print.
d. In the Report Level field, select a type for the report.
e. In the Main View field, select a type of view for the report.

Note: The administrator can create these user-defined views. Refer to

the Unifier General Administration Guide for more information on
creating data views.

6) In the Views tab, click Add or Remove to edit the views for the report.

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Oracle Analytics Server Configuration Guide for On-Premises

7) Click Apply.
8) When the Sample Data tab opens, you can download the sample XML data for creating or
modifying report layouts:
 If you are using the Internal Data Model:
a. Select a project/shell.
b. Select a number of rows to return.
c. Click Generate.
d. Click Download.
e. Save the XML file.
 If you are using the External Data Model:

Note: You cannot download sample data until after you define and
publish the report.

a. Select a project/shell.
b. Click Generate.
c. Click Download.
d. Save the XML file.
9) Create a report layout in Microsoft Word to have templates available in Microsoft Word when
you publish reports:
a. Open Microsoft Word.
b. Create an RTF file.
c. In the Oracle Analytics Server tab:
1. Select Sample XML in the Load Data section.
2. Upload the XML file you created above.
3. Create a table for the layout using the Table Wizard included with the Oracle Analytics
Server plug-in.
4. Save and close the RTF file.
10) Return to the Custom Report dialog box.
11) In the Template File tab (consisting of Add, Modify, Remove, and Download options)
a. Click Add to open the template window.
b. Enter information in the following fields: Template Name, Template Type, and Report
Layout File.
 To localize the Custom Report output for different languages, you can provide
XLIFF files for RTF-type templates here.
 The Template Name field accepts spaces and other characters.
c. Click Browse to select the template file for uploading.
d. Click OK to confirm the upload.
12) Return to the Company Workspace tab.
13) In the left pane:
a. Expand Configuration.

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 Creating an Oracle Analytics Server Report in Unifier

b. Select Custom Reports.

14) In the right pane, select the report you want to publish.
15) From the toolbar, click Status, and select Published.
If you have not already installed the Oracle Analytics Publisher plug-in for Microsoft Word, install
it now. You can find it here:
https://www.oracle.com/middleware/technologies/analytics-publisher/downloads.html
https://www.oracle.com/middleware/technologies/analytics-publisher/downloads.html

Note: For the full list of system requirements, applications, and

application version levels, refer to the Unifier Tested Configurations
document.

Refer to the documentation included with Oracle Analytics Server for more information on using
this plug-in.

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Adding Permissions to Run Oracle Analytics
Server Reports
These steps apply to sample custom reports and may not apply for every report.
To add permissions to run reports:
1) Go to the Company Workspace tab and switch to Admin mode.
2) Select the User Mode Navigator.
3) Open the Project/Shell navigator.
4) Under Reports, create a Custom Reports node.
5) Change the icon to u_report_select.gif.
6) Under the Custom Reports node, add the new report.
7) Click OK.
8) Highlight the Project/Shell navigator.
9) Select Deploy to apply changes.
10) Go to the Company Workspace tab and switch to Admin mode.
11) Navigate to Company Sponsored Shells, All Projects.
12) Highlight All Projects in the right window pane and select Open.
13) Select Access Control.
14) Navigate to User Mode Access, Reports, Custom Reports.
15) Select the custom report.
16) Add users to allow access to reports.
17) Click Apply and OK.

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Configuring Oracle Analytics Server Publisher
Reports to Use Unifier Images
To add a dynamic Unifier image in an Oracle Analytics Server report, you must create a data set
in the Data Model (XDM) file, as explained below.

Note: The following instructions apply to reports that run directly on the
Oracle Analytics Server. The Oracle Analytics Server reports that run via
Unifier do not require these changes.

In the .XDM file:

<dataSet name="security_token" type="complex">
<sql>
<![CDATA[SELECT token_value sec_token from ( SELECT
token_value,expired,ROW_NUMBER() OVER (ORDER BY expired desc) rn FROM
sys_server_token WHERE token_type = 'img') where rn = 1]]>
</sql>
</dataSet>
<group name="security_token" label="security_token"
source="security_token">
<element name="SEC_TOKEN" value="SEC_TOKEN" label="SEC_TOKEN"
dataType="xsd:string" breakOrder="" fieldOrder="1"/>
</group>

Note: The purpose is to get the server token from database where
"expired" is the maximum from all the rows.

In the report template that requires to have the image to be inserted, change the "Alt text" of the
image to point to image retrieval URL.
To retrieve a Unifier image, use the URL:
https://unifier-server-address/bluedoor/rest/image/<image_id>/<server_t
oken>
The report parameter uuu_p_urlF can be created in Data Model (XDM) file with a default
value, so at the runtime the server address-part of the URL can be changed appropriately:
<parameter name="uuu_p_urlF"
defaultValue="https://unifier-server-address/bluedoor/rest/image"
dataType="xsd:string" rowPlacement="8">
<input label="uuu_p_urlF" size="100"/>
</parameter>

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Oracle Analytics Server Configuration Guide for On-Premises

The report template uses this URL in the "Alt text" of the image, as in:
url:{concat($uuu_p_urlF,'/',DATA_IMAGE_ID,'/',//security_token/SEC_TOKE
N[1])}
Where: uuu_p_urlF can be the template variable, for example:
<?variable@begin:uuu_p_urlF;(.//uuu_p_urlF)[1]?>
The security token, retrieved from DB by the dataset is: //security_token/SEC_TOKEN[1]
The runtime data (image ID) is: DATA_IMAGE_ID
Additional Information
In a Cloud deployment, you can use the "uuu_p_tenantIdF" data element for passing the
tenant ID to the Oracle Analytics Server report. This will include the required URL needed for
accessing the image file in the Oracle Analytics Server report. For legacy Oracle Analytics
Server reports, in a Cloud or On-premises deployment, you can continue to use the following
data elements for passing the user ID to the Oracle Analytics Server report:

 uuu_p_urlF
 uuu_sessionIdF
 uuu_p_companyRegistry

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Running the Oracle Analytics Server Report in
Unifier
To run the Oracle Analytics Server Report in Unifier:
1) Sign in to your Unifier environment.
2) Select a project/shell and switch to User mode.
3) In the project/shell navigation tree, select Reports, Custom node.
4) Select a report.
5) In the dialog box that appears, enter the search conditions and click Report to run the report.

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