How to Integrate Primavera with BI Publihser

P6 EPPM needs to be integrated with Oracle BI to get Report Tab. In this post, we will walk through the steps of Integrating Primavera with Oracle BI Publisher

Prerequisites:

– P6 EPPM has been installed
– P6 EPPM publication services have been enabled
– Oracle BI Publisher has been installed and using BI Publisher security model

Assumption :
      – BI Publisher Security Model
– SQL As Database
– You 
Logged into BI Publisher as Administrator

Below are the steps for BI Publisher Configuration 

1. Create Data Source

1. Log into BI Publisher and select the Administration link

2. In the Data Sources section, select the JDBC Connection link

3. Select Add Data Source and enter the following fields for the Database Connection:
   a) Data Source Name – P6SSRPT
   b) Driver Type – Example: Microsoft SQL Server 2005
   c) Database Driver Class – Example: hyperion.jdbc.sqlserver.SQLServerDriver
   d) Connection String – Example: jdbc:hyperion:sqlserver://<localhost>:<port>;DatabaseName=<dbname>
   e) Username – Example: pxrptuser  (DB Username)
   f) Password: – Example: pxrptuser   (DB User password)

5. Click Test Connection to ensure that BI Publisher can connect to the database.
6. Click Apply once you get the “connection established successfully” confirmation.

2. Adding P6 Sample Reports to BI Publisher

1. Copy the P6Reports.zip from the P6 media pack to the BI Publisher server
2. Extract the contents of P6Reports.zip
3. Copy the P6reportsSQLBIPub11g (for SQL Server) folder to the BI Publisher repository,

4. Rename P6reportsOraBIPub11g (P6reportsSQLBIPub11g for SQL Server) to P6Reports

To confirm that the P6Reports have been added successfully
    1. Click on Home (top right corner)
    2. Click on Catalog Folders (under Browse/Manage)
    3. You should now see P6Reports under Shared Folders (on the left)

 3. Create P6Reports role

    1. Select the Administration link
    2. In the Security Center section, select the Roles and Permissions link
    3. Select Create Role and give it a name of P6Reports and click Apply
    4. Click Add Data Sources and add the P6SSRPT (for SQL) data source created at step 3.a to Allowed Data Sources and click Apply
    5. Click Add Roles, highlight the Roles “BI Publisher Administrator” from the Available Roles
    6. Click Move and then click Apply

Refer my post to get details steps of How to Create Role in Oracle BI Publisher

4. Assign Permissions to the P6Reports Folder
     1. Select the Administration link and click on Catalog Folders
     2. Under Shared Folders, highlight the P6Reports folder

3. In the Tasks pane, click Permissions and click the (+) sign to add a role

4. Click the Search button to list all available roles, highlight the P6Reports role and click the Move button

5. Click OK to close the Add Roles window
6. In the Permissions window, check ALL boxes and click OK to save

5. Create PxAdmin user
    1. Select the Administration link
   2. Under Security Center, and click Users
   3. Click Create User
   4. Enter Username and Password, i.e. PxAdmin and Click Apply
   5. Click Assign Roles next to the new user
   6. Assign the P6Reports role AND BI Publisher Administrator role and click Apply

Refer my post to get details steps of How to create users in Oracle BI Publisher 

6. Create A User In BI Publisher For P6 EPPM Users
1. Select the Administration link
2. Under Security Center, and click Users
3. Click Create User
4. Enter Username and Password, i.e. admin and Click Apply (
the password in BI Publisher does not need to match the password from P6)

5. Click Assign Roles next to the new user
6. Assign the P6Reports role and click Apply
7. Repeat steps 1-6 for each user who will use the Reports feature in P6 EPPM

Refer my post to get details steps of How to create users in Oracle BI Publisher

7. Upload the Sample Reports

1. Select the Home link and click on Catalog Folders

2. Under Shared Folders, highlight the P6Reports folder
3. Click on upload link and browse to the location of  P6reports and select P6Reports.xdrz


8. Set the Data Model for each Sample Report

1. Select the Administration link and click on Catalog Folders
2. Expand P6Reports and open the Activity folder

3. Click Edit under the Duration Analysis  report
4. Click the Magnifying Glass icon (top left corner)

5. In the “Choose Existing Data Model”, Expand P6Reports and select Activity

6. Choose Activity Duration Analysis and click Open and then Close the report
7. repeated for each sample report, choosing the matching data source for each report.
8. Once all reports are updated, restart BI Publisher server.

8. P6 Administrator Settings

1. Login into P6 Administration with Admin Superuser credentials
2. Expand the Primavera P6 Configuration folder.
3. Expand the Database folder and the Instance folder.

4. Expand the BI Publisher folder and then populate the following fields:

Server URL: – enter the BI Publisher server URL. (e.g. http://<BI Server IP:Port>/xmlpserver/services/PublicReportService)
Version: enter the BI Publisher version (e.g. 11.1.1.7.1)
Folder Path(s): – enter the name of the folder where the P6 Reports were copied to (e.g. /P6 Reports)
Admin Username: – enter the PxAdmin user created above
Password: – enter the PxAdmin password
Personal Folder: – set this to False
Cache Timeout: – set this to 1m


5. Click Save Changes and Restart the P6 Weblogic servers

Note:

1. The P6 user must be granted Enterprise Reports module access
2. BI Publisher user must exist that matches your P6 username and be granted the P6 Reports role.

Once the above is true, P6 User will get the “Reports” tab at the top of the screen.

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Thanks for visiting my blogs. This is Ravi Katare, a 80's guy. I am Primavera Consultant by profession since 2007. I started this blog to share my knowledge & experiences with those guys who have the same passion for Primavera applications I strongly believe that sharing is caring. I will appreciate you would like to share your experiences.

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