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Oracle Advisor Webcast

Advisor Webcast: How to Customize the


User Interface for Oracle Business
Intelligence
German Alvarado
Principal Technical Support Engineer

September 21, 2017

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Oracle Advisor Webcast
Advisor Webcast: How to Customize the
User Interface for Oracle Business
Intelligence
German Alvarado
Principal Technical Support Engineer

September 21, 2017

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Objectives
Understand what a customization is

Deploy a customization

Which files are modified

What can go wrong?

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Program Agenda

1 Customizations
2 Methods to deploy
3 What to customize
4 Demonstration
5 Q&A

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Program Agenda

1 Customizations
2 Methods to deploy
3 What to customize
4 Demonstration
5 Q&A

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Customizations
• User Interface is generated by scripts/CSS
• Documented on the System Administrator’s Guide, Chapter 17
Customizing the Oracle BI Web User Interface
• Skin & style
• ORACLE_HOME/bi/bifoundation/jee/bicustom-template.ear
• Doc ID 2262460.1 (OBIEE 12c: How To Create a New Customization Based
on the Alta Skin?)

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Program Agenda

1 Customizations
2 Methods to deploy
3 What to customize
4 Demonstration
5 Q&A

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Methods
• bicustom.ear
• Shared Folders (/analyticsRes)
• Never modify the files under the deployment directories
(<DOMAIN_HOME>/servers/bi_server1/tmp/_WL_user/analytics/<hash>/
war/res)

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Methods
• Extract bicustom.war from bicustom-template.ear
• Extract the files from bicustom.war
• Edit the files

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Methods
• Approach 1: Deploy using bicustom.ear
– Pack the bicustom.war file
– Pack the bicustom.ear file
– Copy the bicustom.ear file to SDD/components/OBIPS
– Deploy the bicustom.ear file using the WLS Administration Console
– Modify the OBIPS component configuration (instanceconfig.xml)
– Restart the OBIPS component

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Methods
• Approach 1: Deploy using bicustom.ear
– Pack the bicustom.war file
– Pack the bicustom.ear file
– Copy the bicustom.ear file to SDD/components/OBIPS
– Deploy the bicustom.ear file using the WLS Administration Console
– Modify the OBIPS component configuration (instanceconfig.xml)
– Restart the OBIPS component

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Methods
• Approach 1: Deploy using bicustom.ear
– Pack the bicustom.war file
– Pack the bicustom.ear file
– Copy the bicustom.ear file to SDD/components/OBIPS
– Deploy the bicustom.ear file using the WLS Administration Console
– Modify the OBIPS component configuration (instanceconfig.xml)
– Restart the OBIPS component

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Methods
instanceconfig.xml

<UI>
<DefaultSkin>your_custom_name</DefaultSkin>
<DefaultStyle>your_custom_name</DefaultStyle>
</UI>

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Methods
• Approach 2: Deploy using shared folders
– Deploy the folder as an application using the WLS Administration Console
– Modify the OBIPS component configuration (instanceconfig.xml)
– Restart the OBIPS component

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Methods
• Approach 2: Deploy using shared folders
– Deploy the folder as an application using the WLS Administration Console
– Modify the OBIPS component configuration (instanceconfig.xml)
– Restart the OBIPS component

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Methods
instanceconfig.xml
<UI>
<DefaultSkin>your_custom_name</DefaultSkin>
<DefaultStyle>your_custom_name</DefaultStyle>
</UI>
<URL>
<CustomerResourcePhysicalPath>your_custom_path</CustomerResourcePhysicalPath>
<CustomerResourceVirtualPath>/analyticsRes/res</CustomerResourceVirtualPath>
</URL>

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Methods
• Approach 2: Deploy using shared folders
– Deploy the folder as an application using the WLS Administration Console
– Modify the OBIPS component configuration (instanceconfig.xml)
– Restart the OBIPS component

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Program Agenda

1 Customizations
2 Methods to deploy
3 What to customize
4 Demonstration
5 Q&A

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Files and folder names
• ./res/filemap.xml
• ./res/s_your_name
• ./res/s_your_name/master/
• ./res/s_your_name/master/master.css
• ./res/s_your_name/master/graph.xml
• ./res/s_your_name/master/custom.css
• ./res/s_your_name/master/*.png & ./res/s_your_name/master/*.gif

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./res/filemap.xml
<FileMap>
<!-- The style name should exactly match the name of the folder, including case -->
<Styles Default="s_blafp">
<Hierarchy>s_Skyros / s_Demo</Hierarchy>
<Hierarchy>s_Alta / s_DemoAlta</Hierarchy>
</Styles>
<!-- The style name should exactly match the name of the folder, including case-->
<Skins Default="sk_blafp">
<Hierarchy>sk_Skyros / sk_Demo</Hierarchy>
<Hierarchy>sk_Alta / sk_DemoAlta</Hierarchy>
</Skins>
</FileMap>

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./res/s_your_name/master/master.css
/* GENERIC STYLES: BODY, LINKS, HEADINGS ======================================================== */
/* This class applies to all pages and is inherited by all elements on the page. */
body.masterOBIEE
{
font-family: Tahoma, Arial, Helvetica, sans-serif;
font-size: 11px;
color: #000000;
border: 0px none;
margin: 0px;
padding: 0px;
}

/* This class applies to hypertext links when the mouse is hovering over them. */
.masterOBIEE a:hover
{
color: #003286;
text-decoration: underline;
}

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./res/s_your_name/master/custom.css
/** This file is imports master.css (in the same folder as this file) and is deliberately left blank to enable customers to make qui
ck and easy CSS style customizations.
* Customers can use this file to:
* - Add their own CSS classes (which can then be used to format Analyses in Answers etc.)
* - Override OBIEE CSS classes (to affect changes to the UI and reports) without needing to change the main CSS files.
* This file may be overwritten by patch or upgrade processes so we recommend customers follow the instructions in the OBIEE
Admini
stration Guide to create a custom Skin and copy this file to your new Skin.
*/
@import "master.css";

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./res/s_your_name/master/graph.xml

<!-- Default block populated by BI. For explanation and customization of child elements
please read the documentation following this block -->
<Graph>
<Title horizontalAlignment="CENTER">
<GraphFont fontColor="#0" bold="true"/>
</Title>
<SliceLabel>
<!-- decimalDigitUsed is false here so that non-percentage pie slices do
not pick up this value. The DVTChartProcessor sets decimalDigitUsed
to true if this is a percentage pie slice -->
<ViewFormat decimalDigit="2" decimalDigitUsed="false"/>
</SliceLabel>
</Graph>

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Product Messages & Custom links
• Custom messages
• Custom links
• SDD/components/OBIPS

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Product Messages
• <ORACLE_HOME>/bi/bifoundation/web/msgdb/l_<lang>
• SDD/components/OBIPS/custommessages/l_<lang>

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Custom Links
• Enabled on the instanceconfig.xml file
<CustomLinks>
<Enabled>true</Enabled>
<filePath>SDD/components/OBIPS/custommessages/customlinks.xml</filePath
</CustomLinks>

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Custom Links
<?xml version="1.0" encoding="utf-8"?>
<customLinks xmlns="com.siebel.analytics.web/customlinks/v1">
<link id="l1" name="OBIEE OTN Page" description="OBIEE on OTN"
src="http://www.oracle.com/technetwork/middleware/index-084205.html"
target="blank" iconSmall="common/info_ena.png">
<locations>
<location name="header" insertBefore="logout" />
</locations>
</link>
</customLinks>

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Custom images and icons
• Can be placed anywhere inside your customization
• Retrieved using fmap:<path>/<filename>

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Demonstration

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Summary
What we covered today
What are BIEE customizations
What can be customized
How to deploy a customization

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Top Articles and Community Links
 How To Create a New Customization Based
on the Alta Skin? (Doc ID 2262460.1)

 How To Customize Messages On The


Analytics Interface (Doc ID 2207038.1)

 How To Create and Reference


'customlinks.xml' File for Presentation
Server Global Header (Doc ID 2268961.1)

 How to use web fonts (Doc ID 2301730.1)

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Oracle Advisor Webcast Series
Locating Current Schedule & Archived Recordings

Review the current schedule


and archived recording for your
product from Doc 740966.1

Select your Product Area

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Oracle Advisor Webcast Program
Locating Current Schedule & Archived Recordings
 Access the Business Analytics area
directly via Doc ID 1456233.1

 Recording can be played back within the


MOS document Doc ID 2281505.1

 Recordings available within 48 hours

 Use Webcast specific ‘Questions?’ Link to


ask webcast related questions:
https://community.oracle.com/thread/4058648

 Use ‘.pdf’ link to access webcast slides

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Q&A
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• To ask a question online, use the
Q&A area at the top.
• Your question will be read aloud in
the order received.
• Question can also be asked on the
My Oracle Support Communities

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THANK YOU

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