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Managing Folders and Content in the Oracle BI Presentation Catalog


Use the Manage Catalog feature to edit, rename, set permissions for, and delete folders and items.

The Presentation Catalog holds the content created with Oracle BI Answers, Oracle BI Delivers, Oracle BI Interactive Dashboards, and other Analytics-based applications. Content is organized into folders that are either shared or personal. Types of content that can be stored in the catalog include requests and results from Oracle BI Answers, and items created using the Oracle BI Interactive Dashboards Editor, such as HTML content, plain text, and links to other images, documents, and sites.

If the Show Hidden Items check box appears at the bottom of the page, you can select this check box to see hidden folders: _Portal, _Filters, _Prefs, _Alerts, _iBots, and _Delivers. Whether this option is available depends on the setting for the "See Hidden Items" privilege in the Catalog section of the Privilege Administration page.

What you see in the Manage Catalog page depends on the security settings specified for you by your site's administrator and the Analytics product that you are using. For example, you might see the folders and contents in your personal dashboard, and any shared folders and items that you have the authority to work with. The administrator controls who can change permissions on catalog objects through the "change permissions" privilege in the Admin: Catalog section of the Privilege Administration page.

This section explains how to work with folders and content. It contains the following topics:

Accessing Folders in the Oracle BI Presentation Catalog

This section provides procedures to locate, view, and create folders.

To locate folders

  • Click the My Folders link to work with your personal folders and their contents.

    or

    Click the Shared Folders link to work with the shared folders and items that you have permission to access.

To create a new folder

  • Click the Create New Folder link and follow the instructions on the page.

To view folder contents

  • Click the name of the folder.

Working with the Properties of an Item or a Folder in the Oracle BI Presentation Catalog

Users with the appropriate permissions can view the properties of an item or folder. Properties include the item or folder's path, created, modified, and accessed dates, and attributes. A user can also view the item or folder's current owner, as well as take ownership of the item.

To work with the properties of an item or a folder

  1. In Oracle BI Answers, click the Manage Catalog button on the Catalog tab in the selection pane.

    NOTE:  The Manage Catalog button is available to the Administrator user ID and to users with appropriate permissions.

    The Manage Catalog page appears.

  2. Click the Properties button next to the item or folder.

    The Item Properties page appears. At this page, you can view general information about the folder or item, such as its type, location and path, as well as historical usage information, ownership, other attributes, and an XML button and URL that are used to build an RSS feed to the folder.

  3. If you have the appropriate authority, you can take ownership of the item or folder by clicking the Take Ownership of this item link or the Take Ownership of this item and all subitems link in the Ownership area.

Assigning Permissions to Items in the Oracle BI Presentation Catalog

Users with the appropriate permissions can delete existing permissions or assign new permissions to an item. Before permissions can be assigned, they must be set up in the Oracle BI Presentation Server.

NOTE:  For more information about assigning permissions, go to the Change item Permissions page and click the help button, or see the Oracle Business Intelligence Presentation Services Administration Guide.

To change permissions for a shared folder and its items

  1. In Oracle BI Answers, click the Manage Catalog button on the Catalog tab in the selection pane.

    NOTE:  The Manage Catalog button is available to the Administrator user ID and to users with appropriate permissions.

    The Manage Catalog page appears.

  2. Click the Change Permissions button next to the folder.

    The Change Item Permissions page appears.

  3. Make your changes at the Change Item Permissions page and click the Finished button.

Archiving the Oracle BI Presentation Catalog

Users with the appropriate permissions can archive a specific folder or the entire presentation catalog. When creating the archive, you can choose to keep the permissions and timestamps for the items and folders.

NOTE:  Only administrators can unarchive an archived presentation folder or catalog.

To archive a folder or the catalog

  1. In Oracle BI Answers, click the Manage Catalog button on the Catalog tab in the selection pane.

    NOTE:  The Manage Catalog button is available to the Administrator user ID and to users with appropriate permissions.

    The Manage Catalog page appears.

  2. To archive the whole presentation catalog, locate the archive catalog section of the page. To archive a specific folder, browse to the folder that you want to archive and locate the archive catalog section of the page.
  3. Select the Keep Permissions checkbox if you want to archive the permissions that are assigned to each item within the presentation catalog or folder.

    If you do not select this option, the archiving process will not include any permissions. Upon unarchiving, the system will assign the parent folder's permissions to all of the items and folders.

  4. Select the Keep Timestamp checkbox if you want to archive the timestamps that are assigned to the item and folder that you are archiving. If you do not select this option, the archiving process will not include timestamp information. Upon unarchiving, the system will apply a timestamp indicating the time at which the item or folder was unarchived.
  5. Click the Archive Catalog button.

    The File Download page appears.

  6. Click Save.

    The Save As page appears.

  7. Specify the location to which you want to save the archive file. Click Save.

Deleting a Folder or Item from the Presentation Catalog

Users with the appropriate permissions can delete a folder or item from the Presentation Catalog.

To delete a folder or an item

  1. In Oracle BI Answers, click the Manage Catalog button on the Catalog tab in the selection pane.

    NOTE:  The Manage Catalog button is available to the Administrator user ID and to users with appropriate permissions.

    The Manage Catalog page appears.

  2. Click the Delete button next to the folder or item you want to delete.

    The Confirm Item Deletion page appears.

  3. When deleting shared folders or items, be aware that other users who have added shared items such as requests to their Quick Answers list, or HTML content, links, requests, and so on, to their personal Dashboards will no longer have access to them.
  4. To confirm the delete, click Yes.
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