Importing Discoverer Workbooks

Hi,
We have recently upgraded our Discoverer EUL from 3.1 to 5.1 and are using Discoverer Viewer and Discoverer plus to run Queries.
Our users have some 300 workbooks that they saved to network drives instead of the database.
When we upgraded the EUL the workbooks that where in the database came over with no problems.
How can I import these 300 workbooks into the new EUL Database ?
Do I have to open each one and save it using the stand alone Oracle disoverer that I have installed on my PC ?
The users do not have access to the stand alone discoverer, only the Discoverer Viewer and Discoverer Plus.
Thank you for any help and your time.
Phil.

Hi Phil
It also sounds like you need to run a clean up exercise as you will probably have users who have recreated the wheel and thus you will end up with a myriad of individual workbooks that essentially do the same thing.
Whichever one you deem to be correct should be loaded in as a library document and shared with everyone else. The incorrect or duplicates should be abandoned.
Best wishes
Michael

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Error while migrating discoverer Workbook

Hi All,
I am migrating Business Area and Work book from one instance(QA) to another(Production) DB instance.
I have successfully did export of business area and import in production instance.
For workbook migration I have followed the below mentioned steps.
1) Open QA instance and open the required workbook.
2) Do "Save As" of the workbook to local machine as ".DIS".
3)Then Login to Prodcution Open the workbook from the local machine. But in that case it gives following error
" Cannot join tables.Item dependency "" not found in EUL. "
"Attempt to open workbook failed" Anyone can help me to solve this issue. Please.
Thanks
Alaka

Hi Janet
Here are some more notes from my private collection of tips and tricks:
Discoverer workbooks are very picky when it comes to opening up against an end user layer. Basically, here is what happens:
All EUL objects have an ID number and a name. When Discoverer saves a workbook it saves both the ID number and the name of every essential object (business area, folders, items and joins) that is used within the workbook. The next time Discoverer opens the workbook it looks at the ID numbers of the objects and tries to find them in the EUL. If it cannot find an object by its ID number it tries to locate it using the object's name. If an object cannot be located either by its ID number or by its name you will get the dreaded Item Dependency error.
OK, having got that out of the way, if you delete a folder from within the EUL and re-create it you will lose the ID number of the folder and all of its associated objects (items and joins). The only way Discoverer will be able to open this workbook now is if everything within the folder is named EXACTLY the same way (including underscores and casing of the name), otherwise the workbook will not open. Discoverer will report the error message that you are seeing.
So what can you do? Well, you need to have some way of finding out what the old folder name(s), item names and join names were. Also, you need to make sure that all items that were not hidden are not hidden now. There is no need to worry about the names of hierarchies or lists of values. These are not stored within a workbook and are only hooked in at runtime.
Seems like you have to somehow painstakingly determine what all of the item and join names were in your old folder(s) and re-create them 100% the same way in the new folder(s). By the way, when the workbook gives you the error message does it also give you an opportunity to assign al alternative item to the item that it can no longer find a value for? This may work but, in my experience, usually doesn't!! It only works if the missing dependency is an item, it won't work if the error is being caused because you have got a join name wrong. Unfortunately, joins MUST have the same name exactly otherwise there is just no way to open the workbook.
Best wishes
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Options to remove Discoverer workbooks owned by inactive users

Hi all,
We have thousands of Discoverer workbooks owned by users who are no more in the organization. Could you please suggest the different options? Is it possible to hide or disable all these workbooks? Are there alternatives other than Deleting them?
Thanks,
Asmamaw

Hi,
Instead of deleting them you can take ownership over them and then decide what would you like to do with them.
The easiest way is to export them using the discoverer admin login with the EUL owner.
then you can login with the user you want it to be the new owner and while importing use the check box to define "take ownership".
Also since you are dealing with lots of workbooks i suggest you will reffer to the command line interface (the java one..) so that you can perform batch changes.
[Discoverer EUL Command Line for Java Reference|http://docs.oracle.com/html/B13919_03/ref.htm]
with the command line you can use the privileges switch to change the share or grants for the workbooks.
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Using Discoverer workbooks in JDev.

Hi All,
I have some discoverer workbooks Discoverer 10g R2(10.1.2) , and developed one web application. I want to import the workbook on click of related link from the web page with user defined look and feel. what I mean is the data and all the feature of the workbook (drill down etc )should like as if in discoverer viewer but the look and feel ( header,footer etc.) should as of the web page. Could any body help me out to resolve this.
Thanks in advance,
Ranjeet.

Hi,
I am not aware of this, but this may also b ethe wrong forum for such a question. There is a BI forum you can try
BI Beans
Frank

Discoverer workbooks location and clones

Would appreciate any ideas of how we can store workbooks that are done during testing before we are going live with a system in order to migrate them to the new production system at implementation time. and to not destroy them with clones of the database from the shell prodution system to the testing area that we will do from time to time. we are new to discoverer.
thanks
kay hume
ttu

Hi Kay
You can use Desktop to save copies of the reports to a hard drive and then after you have changed the environment you can bring them back in the same way.
The second way is to use the Admin tool and use File | Export to export all of the workbooks. This way you would use the following workflow:
1. Log into Disco Admin
2. From the File menu select File | Export
3. In Step 1 of the wizard, select Selected objects in the End User Layer and click the Next button
4. In the drop-down at the top of the screen, select Workbooks
5. From the list of workbooks, select the ones you want to keep and paste over into the Selected window, then click the Next button
6. On the next screen, click the Browse button and select a location and then type in a file name for the export - do not add an extension to the file just use something like workbooks
7. Click the Save button to close the Save As dialog box
8. When back in the wizard, click the Finish button
9. When the export is complete, click the Close button on the Export Log dialog
To import the workbooks later, use this workflow:
1. Log into Disco Admin
2. From the File menu select File | Import
3. In Step 1 of the wizard, click the Add File button
4. Locate the export you did earlier and click the Open button
5. When back in the wizard, click the Next button
6. On the next step of the wizard make sure that the following are set:
Do not import the matching object,
By Display name, and
Only take ownership if original owner cannot be found
7. Click the Next button
8. On step 3 of the wizard, click the Start button. The workbooks will now load
9. Click the Finish button to complete the import
I hope this helps
Regards
Michael

How to copy discoverer workbooks from one user to another user

I need to be able to copy all workbooks from one user and save them in a shareable user account. The request is being made by his manager (in preparation for the user's retirement) so I need to do it without the user's knowledge. The manager wants to ensure that all workbooks are copied. For example, can the DBA copy all workbooks of schema JOHNDOE to APPLEX. We are using Oracle Database 10.2.0.5.0 and Discoverer 10.1.2.3 in the Windows environment.
Robert

Robert
Are these workbooks saved in the database or on a file server somewhere? If its the latter you just need to copy them to another location.
If they are saved to the database you can export them using the Admin tool but I have a feeling you will only be able to do this if you have access to them: aka they have been shared with you. So here's several ideas:
1. Grant JOHNDOE and APPLEX access to be an administrator then log on as JOHNDOE in the Admin tool and use File | Export | Selected Objects | Workbooks and export ALL workbooks owned by JOHNDOE. Then you log in as APPLEX and import the workbooks this time taking ownership. Now you can share them with whoever else needs them. You will need to make sure that APPLEX has access to the same business areas as JOHNDOE. When done you can revoke the admin rights of JOHNDOE.
2. If you don't know JOHNDOE's password you could export the entire EUL to a file. For example if you EUL is owned by a user called EUL_US then create another database user called EUL_US_TEMP and install an empty EUL as a Private EUL, not Public. Then you grant APPLEX permission to be an administrator of this new EUL. Next you log in as APPLEX in the new EUL and import the EUL you exported earlier, this time also taking ownership of all workbooks only if the original owner cannot be found.You'll find that APPLEX has access to ALL workbooks not just those originally owned by JOHNDOE so next you have to work out which ones were originally owned by JOHNDOE. You can do this in SQL by examining the file called EUL5_DOCUMENTS in the original EUL and look for all documents owned by JOHNDOE. Now that you know the names of the documents you log back into the new EUL as APPLEX and export only the workbooks you want to a separate export file. With that done you can log in as APPLEX into the original EUL and import that file this time always taking ownership. Finally you can drop the EUL_US_TEMP schema.
Hope this helps
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Hi,
I would like to have seeded discoverer workbooks in HRMS. HRMS has many reports available in applications, why there is a need for distributing seeded discoverer workbooks. Are they for any special functionality business wise or just for security purpose.
Where can I get a list of all the workbooks available in HRMS.
Thanks,

If you don't mind my piggy-backing onto your thread....
Where can i find documentation of the BI views, similiar to what Noetix provides for their reporting views?

Migrating Oracle Discoverer Workbooks to OBIEE 11g

Hello,
Can you tell me how can we migrate Oracle Discoverer workbooks in to OBIEE 11g , I have heard that there is a tool which is released in last summer for this migration can anyone provide me details on this one.
Thanks a lot.

Hello
I'm afraid Oracle has had no success in converting Discoverer workbooks into OBIEE. It is still on the radar but as yet they have nothing.
For some of my clients this is a huge setback. I have a client who has more than 32,000 Discoverer workbooks and adding more at the rate of about 5,000 a year. Obviously a customer of this size is a potential customer for OBIEE. The only thing they can do right now is to rewrite all of the reports.
To do this would be a mammoth task and I did some mathematics for them. Let's say you can rewrite one report every 15 minutes, allowing for testing and parallel runs. Thus you could convert 4 in an hour or 32 in a full day. Diviiding 32 into 32,000 means they would need to allocate 1,000 man days to the task. Bearing in mind that on average a person works about 220 days in a year and you are looking at around 5 man years, not including potentially 1000s of new Discoverer workbooks that have been created in that time. Needless to say my client is not happy with Oracle and refuse to go down this path sticking with Discoverer.
I know for a fact this company is not alone and I personally implore Oracle to allocate resources to correctly converting Discoverer workbooks. I know part of the problem is that there are things that Discoverer takes in its stride which OBIEE either cannot do or has great difficulty with. Until OBIEE can do everything Discoverer can do I don't see how customers can convert.
Thoughts anyone?
Michael

How to make Custom Discoverer workbook use Custom Security profile of Apps

We use Discoverer in Oracle Apps setup. We have added Custom security in our HR People Form of Apps.
This Custom Security restricts one HR Emplpoyee not view other HR employee record except for himself/herself. Also maintining that they should be able to view all other employee's records.
The following code was put under the Security Profile Form -- > Custom Security Tab
exists (select 1
from per_jobs b
where ASSIGNMENT.job_id = b.job_id
and (b.name not like '%HR%')
and (b.name not like '%Human%')
and ASSIGNMENT.assignment_number is not null
union
select 1
from fnd_user fu
where fu.user_name = fnd_global.user_name
and fu.employee_id = PERSON.person_id
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Above security profile works fine for HR People Form.
However, It does not work for our Discoverer Workbooks. I found a note on Metalink 422841.1 which talks about leveraging the Custom Security of Apps in Discoverer Report. I read it, but did not get much clue.
Can Anyone help.
Thanks

Hi,
If you want to use custom HR security with Discoverer you have to ensure that the correct security filters are applied when the Discoverer reports are run. These filters can use the supplied HR_SECURITY package or you can develop your own conditions using table lookups or functions. To get the filters applied to your reports you have a number of options:
1. Build the security into custom folders using additional conditions
2. Use custom database views in Discoverer and build the security into the views
3. Use mandatory conditions in you Discoverer folders using either a function call or database contexts set at login time
4. Use VPD (Virtual Private Database)
I am not sure which of these options you are using to implement your HR security in Discoverer. The last option, VPD, is the most flexible and can give the best performance but maybe it is more complex to set up.
Rod West

List of all Discoverer workbooks & the responsibility shared to those wrkbk

Dear All
I have an urgent requirement to develope an SQL query that will fetch all the available discoverer workbooks (in our instance) and the list of responsibilities where these workbooks are shared.
In addition to this I also need a second query where we need to fetch all the Responsibilities, Menu where discovere report function is attached.
I am very much sure some one of you can help me. Thanks again to you all. I am waiting for your prompt reply.
Thansk and regards,
Avinash Patel

Thank you Hsawwan,
I have also managed to write some code which i think will be helpful for many others:-
select docs.doc_name,
fnd.responsibility_name,
priv.ap_eu_id,
decode(usr.eu_role_flag, 0, 'user', 1, 'role') user_role
from EUL5HR_US.eul5_documents docs,
EUL5HR_US.eul5_access_privs priv,
EUL5HR_US.eul5_eul_users usr,
apps.fnd_responsibility_tl fnd
where docs.doc_id = priv.gd_doc_id(+) and priv.ap_eu_id = usr.eu_id(+) and
usr.eu_username =
'#' || fnd.responsibility_id(+) || '#' || fnd.application_id(+) and
fnd.language = 'US'
and priv.ap_type(+) = 'GD' and docs.doc_name = '&Enter the Workbook Name'
Thanks and regards,
Avinash Patel

Problem with Discoverer Workbook in Purchasing Intelligence menu

Hello
We have implemented out-of-the-box Purchasing Intelligence (PI) that comes with the Oracle e-Business Suite. There is only one Discoverer Workbook - 'Contract Savings Analysis' workbook which cannot be accessed from the Applications.
This workbook works fine in standalone mode from Discoverer Plus or Desktop. However, whenever trying to access this workbook from the Applications PI menu, Discoverer is launched but the browser hangs with the message 'Loading workbook'.
We checked the following:
1. Menu
2. Sub-menu
3. Function
4. Parameter (correctly set to workbook = POASVNGS)
This is not one of the EDW Discoverer Workbooks but the single PI Discoverer Workbook.
I was wondering if anybody in this forum has faced this issue before? Your suggestions or comments would be greatly appreciated.
Thanks
Sanjib Manna
IBM Business Consulting Services

The note provided by Luis will fix the issue.
Excel 2000 seems not supported for a long time.
As suggestion to avoid new issues, (specially performance issue), update the SAPGUI and BI Addons to latest version.
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John

Scheduling Discoverer Workbooks

We are trying to replicate an Oracle environment for reporting purposes. We use Discover (3.1.37 currently, version 4 soon) as one of our reporting tools. We have the need to replicate the Discover Scheduling functionality in the second environment. Is there any way to schedule Discoverer Workbooks 'automatically' i.e. not through the Discoverer product? Are there any API's that are available to generate the DBA Jobs/EUL Packages necessary to schedule a workbook ?
Any comments appreciated ?

Ian
For DOS scheduling, take a look at Russ Proudman's presentation at:-
www.proudman.homestead.com (select presentations, Australia - Dashboard presentation).
There's also info in the Discoverer Admin handbook under Command line interfaces.
You can download JIT scheduler at http://www.gibinsoft.net. I've used it with the command line interface and it works fine.
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Cheers
Chris

Foldarizing Discoverer Workbooks

Hi
We are using Disco 10G. My client is using Disco plus for Adhoc reporting purpose. Each user has so many work books in different subject area, they were asking, whether it is possible to foldarize the discoverer workbooks,i.e. Subject area A, will have its own folder in Disco plus, and they can keep all their workbooks in that folder, sameway subject area B will have its own folder, all their workbooks will be present in that folder. I think this functionality is not present in Disco plus, but is there anyway to achieve this solution in Disco plus, or lets say in portal we can foldarize the disco plus workbooks or something like that, but the problem is as the user creates in Disco plus, this needs to be refreshed in portal automatically.
Any suggestions or direction would be really helpful
Thanks
balaji

It sounds like you're asking about saving workbooks to the database - and there being no 'directory' looking structure?
If that's correct, then no, there is not a directory. As you probably know, when any user saves a workbook to the database, then their username is prefixed for the filename (ie: user: russ saved report: report1, then when I share the report with another user, you'll see: russ.report1).
There's the concept that I've mentioned before of having a corp user, ie: CORP that takes possession of all corporate workbooks in the database, corporize them, and then users use that one when shared as you'll see, for example: CORP.AP Vendors.
But to this point, saved in database, one big hole that all share.
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Option 2: Save to a server directory structure (if priv has been set to allow), but no able to in Viewer.
Option 3: Do the CORP thing
Russ

Discoverer Workbooks and Worksheets

I am able to use SQL to find the names of all our Discoverer workbooks (select * from apps.eul5_documents docs) but I am no table to retrieve the worksheet tabs within each workbook. Can anyone suggest a change to my SQL to do that?
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Steve

The only EUL* table i am aware of is EUL5_QPP_STATS, in the column QS_DOC_DETAILS you will find the worksheet name but be aware that the table is a statistics table, you can find more information under this thread how is EUL5_QPP_STATS populated ?

How to create a LOV for a parameter in a Discoverer workbook

How can I create a LOV's for a parameter in a Discoverer Workbook?

Hello
If the item you are basing the parameter on already has a list of values then the list will automatically be displayed.
If you are creating a generic parameter, probably using the <None> link, or you are basing the parameter on an item in a folder that does not have a list of values then there is no way to get one.
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