OBIEE 11g Customized : Beyond the Whitepaper… - Rittman Mead ...

OBIEE 11g Customized 

Beyond the Whitepaper... 

Kevin McGinley (kevin.mcginley@accenture.com)

Back in the day… 

Copyright © 2012 Accenture All rights reserved. 2

Why Customize OBIEE 11g? 

Brand the Site Enhance/Change Functionality 

Client specific content 

Aesthetic alignment with other systems (both 

internal and external) 

Integration within internal application 

Mimic usability and aesthetics of OBIEE 10g 

Distinguish between environments or user 

communities 

Standard website features 

User navigation 

Messaging 

Export formats 

Superfluous Menus 

Objects for internal use 

Integrate with systems/platforms Introduce Development Flexibility 

Logon, logoff, passing parameters 

Tablets, smart phones, legacy browsers 

With customizing, creates multiple solutions for 

the same problem 

Customizations by user/group 

“Oracle BI 11g can’t do this”. 


OBIEE 11g Customizations Overview 

Agenda 

• Configure a new Style and Skin 

• Customizations Approach 

• Functional Areas for Customizations 

– Spotlight Demonstrations 

– Highlights 

– Additional Options 

• Demo 

• Appendix 


Configure a new Style and Skin

Technical Pre-requisites 

Styles and Skins with OBIEE 11g 

– Deployment Steps 

Create new Custom 

Directory 

Steps 

Copy AnalyticsRes and 

rename it (i.e. 

MyCustomDir) 

Validate the new directory 

has sk_blafp, s_blafp and 

the WEB_INF directories 

Create customMessages 

sub directory 

Deploy Directory in 

Weblogic EM 

Steps 

Install as application 

Specify environment type 

Specify deployment 

directory 

Start servicing all requests 

Steps 

Configure 

Application Server 

Open instanceconfig.xml 

Add the following configuration 

entries: 

ResoucePhysicalPath 

ResourceVirtualPath 

DefaultStyle 

DefaultSkin 

** For full steps please see the full customizations guide 

Configure Web 

Server 

Steps 

Open mod_wl_ohs.conf 

Add the following 

configuration entries: 

SetHandler 

WebLogicHost 

WebLogicPort 

DynamicServerList 

KeepAliveEnabled 

Debug 

WLLogFile 


Customizations Approach

Customizations Approach 

– Customization Locations 

• Server side vs. Client Side 

• Typically more than one approach to custom development 

• Following high level guidelines will drive consistent results 

• Illustration of the types of changes available and where they typically reside 

Cascading 

Style Sheet 

• Color 

• Font 

• Hide/Display 

• Style 

• Images 

Server Side Client Side 

XML 

• Hover Text 

• Alt Text 

• Messaging 

• Tab Titles 

• Browser Title 

Javascript 

• Functions 

• Action Objects 

• Menus 

• Display 

HTML 

• Functions 

• Action Objects 

• Images 

• Messaging 


Location Considerations…Functional 

Cascading Style 

Sheet 

Examples: 

• CSS file edits 

HTML 

Examples: 

• HTML Text Boxes 

• Javascript Text Boxes 

XML 

Examples: 

• XML file edits 

• Custom Messages  

Javascript 

Examples: 

• New functions 

• Edited functions 

Client Side 

Server Side 


Location Considerations…Code 

Cascading Style 

Sheet 

Examples: 

• display=none; 

• Bgcolor=“white” 

HTML 

Examples: 

• GetElementByID 

• myElement.innerHTML= 

“Mytext” 

XML 

Examples: 

• 

• kmsg=“my messaging”  

Javascript 

Examples: 

• myfunction= 

onclick(myaction); 

Client Side 

Server Side 


Functional Areas for Customizations

Customizations Categories 

• Portal and Global Navigation 

• Reporting and BI Content 

• Integration and Accessibility 

Portal and Global Navigation 

Integration and Accessibility 

Reporting and BI Content 


Portal and Global Navigation 

Notable Customizations 

• Add additional global links 

• Re-route the home link to a custom URL 

• Remove menu bar links 

• Redirect the (?) icon to a custom html page 

• Remove the page options menu 

Additional Customization Options 

• Remove ‘Powered by Oracle’ logo 

• Hide the username on the menu bar 

• Hide the search box menu 

• Remove the sign out link 

• Remove the global parent tab 

• Remove 'Business Intelligence' from the Banner 

• Disable ‘Signed In As’ message 

• Remove ‘Clear my customizations 


Banner and Global Navigation  

Spotlight Demonstration 

Add Additional Global Navigation Links 

Customization Goals 

Create global, always available, links to the following potential locations: 

Other dashboards 

External Websites 

Hidden Reports 

Supporting documentation 

Hosted Content 

Reduce the need to put multiple links throughout the system to route the user to a 

specific location (such as ‘home’) 

Demonstration Steps 

Create Link 

Text 

Globally 

Register Link 

with OBIEE 

Enable link 

to be turned 

on/off 

Build link 

components 

Build Link 

Action 



Highlights 

Re-Route Home Link to Custom URL 

Header.js 

Before (Code) After (Code) 

saw.header.NavBar.prototype.onHome=function 

(b,a) 

{saw.header.openURL(saw.commandToURL("bieehome"), 

a)} 

Before (Screenshot) After (Screenshot) 

saw.header.NavBar.prototype.onHome=function 

(){window.location.href="http://www.mywebsite.com"} 



Highlights 

Remove Menu Bar Links 

saw.sessioninfos.xml 


 

 

 

 

 


 

 

 

 

 

 

 

 

 



Highlights 

Redirect the icon to a custom html page 

biee0088.html 


/Oracle_BI1/bifoundation/web/app/old/l_en/biee0088.htm /Oracle_BI1/bifoundation/web/app/old/l_en/biee0088.htm 

* With custom html inside the file. 




Highlights 

Remove the page options menu 

portalscript.js 

Remove the following code 

var c=document.getElementById("DashboardPageOptions"); 

if(c) 

{d=obidash.getResourceString(obidash.seedResourceFile,"kmsgDashboardPageOptionsMenu"); 

var o=obidash.getResourceURL(obidash.seedResourceFile,"popupmenu_ena"); 

var a=obidash.getResourceURL(obidash.seedResourceFile,"popupmenu_dis"); 

var n=obidash.getResourceURL(obidash.seedResourceFile,"popupmenu_ovr"); 

var b=obidash.getResourceURL(obidash.seedResourceFile,"popupmenu_dwn"); 

r=new obips.Toolbar.ButtonIconSet(o,a,n,b); 

p=new obips.DataType.FunctionalIcon(r,d,new obips.Callback(null,function(s) 

{obidash.openMenu(s,"idPersonalizationMenu")}),"idPersonalizationMenuIconButton");c.appendChild(p.getViewer())} 



Reporting 


• Change the export and download options 

• Modify the report ‘No Results’ messaging 

• Modify the browser tab name 

• Create action framework image links 

• Replace the preparing guided navigation text with the waiting 

clock 


– Show/Hide dashboard sections with a button 

– Remove Graph prompt borders 

– Rename the apply and reset buttons 

– Remove the reset button 

• Globally 

• By dashboard 


Reporting  


Modify export and download options 

Conditional 


Remove dataset export types incompatible with 

the reports 

Reduce unnecessary load on the system 

Use in conjunction with the maximum export 

rows configuration within Enterprise manager 

Demonstration Steps for Removing Download Links 

Global 

Locate download 

type entry 

Locate download 

type entry 

Add unique identifier 

for download type 

Delete download entry 

type 

* OBIEE provides ability to show/hide complete menu 

Before 

Confirm current 

session user 

After 

Based on session 

user, show/hide option 

via identifier 


Reporting  

Highlights 

Modify the report ‘No Results’ messaging 

viewmessages.xml 


The specified 

criteria didn't result in any data. This is often caused 

by applying filters and/or selections that are too 

restrictive or that contain incorrect values. Please check 

your Analysis Filters and try again. The filters currently 

being applied are shown below. 

 


This is a custom 

error message. Any no results messaging can be inserted 

here. 

 


Reporting  

Highlights 

Modify the Browser Tab Name 

productmessages.xml 


Oracle 

BI Interactive Dashboards 


My 

Custom Tab Messaging 


Reporting  

Highlights 

Create Action Framework Image Links  

dashboardtemplates.xml 


a name="SectionElements" 

href=" 

SectionElements" 

href="javascript:void()" 

a name="SectionElements" 

id="Custom_ID" 

href=" 


SectionElements" 

id="Custom_ID" 

href="javascript:void()" 

---------------------------------------------------------------------------------------------------- 

Client Side Code 

 

function getElement() 

{ 

var element = document.getElementById("Custom_ID"); 

var myImage = '' 

element.innerHTML = myImage; 

} 

getElement(); 

 


Reporting  

Highlights 

Replace preparing guided navigation text with the waiting clock  

dashboardtemplates.xml, portalcontent.css, portalsysmessages.xml 



NavSearch"> 

</div><div id=" 

-------------------------------------------------------------------------------------portalcontent.css 

.PortalPreparingGuided{background-color:#CCCCCC;margin: 

4px 0 0 4px;padding-left:15px;} 


-------------------------------------------------------------------------------------portalsysmessages.xml 

 

 



NavSearch"> 

 

 


-----------------------------------------------------------------------------------------------------------------portalcontent.css 

.PortalPreparingGuided{background-color:#FFFFFF;margin:4px 0 0 4px;padding-left: 

15px;}  

 


------------------------------------------------------------------------------------------------------------------ 

Portalsysmessages.xml 

 

Searching… 


Integration and Accessibility 


• Spotlight Demonstration – Conditionally show/hide prompt sections 

with a button 

• Create a custom logoff redirect page 

• Replace dashboard section [+] / [-] hover text 


•Create a custom login page (for public site administrative users) 

•Modify alt text on the header logo 

•Modify alt text on the Title View images 


Integration and Accessibility  


Conditionally show/hide prompt components with a button 


To be able to control the display of individual prompt sections based on a button 

Example: A client wants 3 of 10 prompts shown initially, but the user can select a button to show 

the rest. This allows for a ‘basic’ as well as an ‘advanced’ version of the same prompt set in one 

page. 

Enhance the user experience for the visually impaired due to larger buttons 

Demonstration Steps for conditionally showing prompt sections 

Add unique ID for 

each prompt 

section 

Based on the 

unique ID, show 

or hide the 

prompt section 

Attach the show/ 

hide functionality 

to a dashboard 

button 



Highlights 

Create a custom logoff redirect page 

logoncontrolmessages.xml 


 


  

You have been logged out due 

to inactivity. Please click  

here  

to return to the home page.  

  

  



Highlights 

Replace dashboard section [+] / [-] hover text 

uimessages.xml 


 

Expand 

^M 

 

Collapse 

^M 


 

Custom Expand Message 

^M 

 

Custom Collapse Message 

^M 


Demo

Appendix

Highlights File Paths 

Highlight File Name File Path 

Re-Route Home Link to Custom URL header.js [ORACLE_HOME]/bifoundation/web/app/res/b_mozilla/ 

[ORACLE_HOME]/bifoundation_domain/servers/bi_server1/tmp/ 

_WL_user/analytics_11.1.1/[TEMP_DIRECTORY]/war/res/ 

b_mozilla/ 

Remove Menu Bar Links saw.sessioninfos.xml [ORACLE_HOME]/bifoundation/web/msgdb/common 

Redirect the help icon to a custom html 

page 

Copyright © 2012 Accenture All rights reserved. 

biee0088.htm 

[ORACLE_HOME]/bifoundation/web/app/olh/l_en 

Remove the page options menu portalscript.js [ORACLE_HOME]/bifoundation/web/app/res/b_mozilla/ 

dashboards 

[ORACLE_HOME]/bifoundation_domain/servers/bi_server1/tmp/ 

_WL_user/analytics_11.1.1/[TEMP_DIRECTORY]/war/res/ 

b_mozilla/dashboards 

Modify the report ‘No Results’ 

messaging 

viewmessages.xml 

[ORACLE_HOME]/bifoundation/web/msgdb/messages 

Modify the Browser Tab Name productmessages.xml [ORACLE_HOME]/bifoundation/web/msgdb/messages 

Create Action Framework Image Links dashboardtemplates.xml [ORACLE_HOME]/bifoundation/web/msgdb/messages 

Replace dashboard section [+] / [-] hover 

text 

uimessages.xml 

[CUSTOM_DIRECTORY]/customMessages/l_en/messages/ 

Create a custom logoff redirect page logoncontrolmessages.xml [ORACLE_HOME]/bifoundation/web/msgdb/messages 

1

Highlights File Paths 

Highlight File Name File Path 

Replace preparing guided 

navigation text with the 

waiting clock 

dashboardtemplates.xml [ORACLE_HOME]/bifoundation/web/msgdb/messages 

dashboardtemplates.xml [CUSTOM_DIRECTORY]/customMessages/l_en/messages 

portalcontent.css [CUSTOM_DIRECTORY]/s_[CUSTOM_SKIN]/b_mozilla_4 

portalcontent.css [CUSTOM_DIRECTORY]/s_[CUSTOM_SKIN]/b_mozilla_4/rtl 

portalcontent.css 

portalcontent.css 

[ORACLE_HOME]/bifoundation_domain/servers/bi_server1/tmp/_WL_user/ 

analytics_11.1.1/[TEMP_DIRECTORY]/war/res/s_blafp/b_mozilla_4 

[ORACLE_HOME]/bifoundation_domain/servers/bi_server1/tmp/_WL_user/ 

analytics_11.1.1/[TEMP_DIRECTORY]/war/res/s_blafp/b_mozilla_4/rtl 

portalsysmessages.xml [ORACLE_HOME]/customMessages/l_en/messages 


Spotlight Demonstration #1 

[HOME]\Oracle_BI1\bifoundation\web\msgdb\l_en\messages\uicmsgs\saw.header.xml 

[HOME]\Oracle_BI1\bifoundation\web\msgdb\common\saw.header.xml 

[HOME]\Oracle_BI1\bifoundation\web\msgdb\common\saw.sessioninfos.xml 



[HOME]\Oracle_BI1\bifoundation\web\app\res\b_mozilla\header.js 



[HOME]\Oracle_BI1\bifoundation\web\msgdb\messages\viewscontrolmessages.xml 



[HOME]\Oracle_BI1\bifoundation\web\app\res\b_mozilla\prompts\promptsruntime.js

OBIEE 11g Customized : Beyond the Whitepaper… - Rittman Mead ...

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