Smart View - Accessing Shared Connections from an XML File

Smart View - Accessing Shared Connections from an XML File

Connect only to Essbase through Smart View (no Planning or Reporting and Analysis to be seen under Shared Connection)

In this document, I will explain the process of connecting to only Essbase through the use of XML.

Starting 11.1.2.3, we can connect to Smart View data sources using Shared Connection from an XML file which can reside in the server or client computer. So, basically, we can create an XML file to point to all the products that we want to connect via Smart View, for example Essbase, Planning, Reporting and Analysis, Financial Management, etc.

As we know, when we connect to Smart View, we have Essbase, Planning, Reporting and Analysis, etc nodes in the Shared connection. In my work environment, however, the Managers want users to see only the Essbase node in the Shared connection box. They would not want users to see the Planning and Reporting and Analysis nodes in the connection pane.

We can take the following steps to achieve this. And basically, we can add other products if we want other products to be visible.

      Create an empty XML file. (Open a notepad and save it as XML. Give a meaningful name). Also make sure to save it in a meaningful location. In my case I have named the XML file “SmartView_Essbase_Connection.xml” and I have saved it at “C:\software_nirmal\SmartView_Connection”

      Add the following lines: The reason I have them colored are to show the opening and ending tags.

<?xml version="1.0" encoding="UTF-8"?>

<res_GetProvisionedDataSources>

<Product id="APS" name="APS-11.1.2" displayVersion="version">

<Server name="Oracle Hyperion Provider Services" context="http://My_Dev_AppServer:19000/aps/SmartView"></Server>

</Product>

</res_GetProvisionedDataSources>

Make sure that you have proper SERVERNAME, PORT etc for Server Name. Check Smart View guide and your system configuration, etc to check for those settings. This is for Essbase only. If you want to add other products, such as Planning, Reporting and Analysis, etc, you can add them – The “Product ID” and “Server name” part.

<Product id="APS" name="APS-11.1.2" displayVersion="version">

<Server name="Oracle Hyperion Provider Services" context="http://webServerHost:19000

or configured webServerPort number/aps/SmartView"></Server>

</Product>

Now that we have saved the XML file with the contents that we want, it is time to use the XML to Connect to Essbase through Smart View. In this example, we will have the XML file in local drive.

a.       Open MS Excel.

b.      Click the SmartView tab and under the SmartView ribbon, click Options.

c.       Under Advanced -> Shared Connection URL, make sure to type in the following: C:\software_nirmal\SmartView_Connection\SmartView_Essbase_Connection.xml (This is the path where XML file in located, followed by the XML file name.) 

d.      OK

e.      Panel -> Shared Connection

f.        Now you will see only Oracle Essbase.  

The syntax for each provider type is below.

Provider Services (Essbase)

<Product id="APS" name="APS-11.1.2" displayVersion="version">

<Server name="Oracle Hyperion Provider Services" context="http://webServerHost:19000

or configured webServerPort number/aps/SmartView"></Server>

</Product>

Planning

<Product id="HP" name="HP-11.1.2" displayVersion="version">

<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://

Accessing Shared Connections from an XML File 23

webServerHost:19000 or configured webServerPort number/HyperionPlanning/SmartView"></

Server>

</Product>

Financial Management

<Product id="HFM" name="HFM-11.1.2" displayVersion="version">

<Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://

webServerHost:19000 or configured webServerPort number/hfmadf/../hfmofficeprovider/

HFMOfficeProvider.aspx"></Server>

</Product>

Reporting and Analysis

<Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="version">

<Server name="Reporting and Analysis Framework" context="http://webServerHost:19000

or configured webServerPort number/raframework/browse/listXML"></Server>

</Product>

Strategic Finance

<Product providerType="ExtensionProvider" id="HSF" name="HSF-11.1.2"

displayVersion="version">

<Server name="Oracle Hyperion Strategic Planning, Fusion Edition"

context="webServerHost:8900 or configured webServerPort number/StrategicPlanning/

SmartView"></Server>

</Product>

Oracle BI EE

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693"

name="OBI EE-11.1.1.7" displayVersion="version">

<Server name="Oracle BI, Fusion Edition" context="OBI:http://webServerHost:9704 or

configured webServerPort number/analytics/jbips"></Server>

</Product>