Oracle® Business Intelligence Presentation Services Administration Guide

What's New in This Release

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Administering Oracle BI Presentation Services

Making Oracle BI Presentation Services Configuration Changes

Changing the Oracle BI Presentation Services ODBC DSN

Setting the Oracle BI Presentation Services Configuration File Path

Disabling the Oracle BI Presentation Services Feature to Remember Users' Names and Passwords

Setting the Time to Expire for Idle Oracle BI Presentation Services Client Connections

Administering Sessions in Oracle BI Presentation Services

Setting the Time to Expire for Oracle BI Presentation Services Client Sessions

Setting the Time to Keep an Unsaved Oracle Business Intelligence Request

Setting the Time to Cancel an Unattended Oracle Business Intelligence Request

Setting the Time to Log Users Off Oracle BI Presentation Services Automatically

Setting the Preferred Time Zone for Users

Where Time Zones Are Used

Setting Time Zones

Precedence Order for Time Zones

Where Time Zone Specifications Are Stored

Description of Time Zone Settings

Example: Configuration File Settings for Specifying the Time Zone

Managing the Oracle BI Presentation Services Cache Settings

Configuring the Oracle BI Presentation Services Cookie Domain

Managing Oracle BI Presentation Services URL Generation and Resource File Location

Specifying the Default Language for the Oracle BI Presentation Services Login Screen

Specifying Whether to Allow HTML Input in Oracle BI Presentation Services Fields

Using the Javahost Service in Oracle BI Presentation Services

Starting and Stopping the Javahost Service

Javahost Service Command Line Options

Javahost Service Command Line Properties

Configuring the Javahost Service

Javahost Service Logging

Configuration Keys

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Administering Oracle BI Answers

Managing Settings for the Oracle BI Presentation Services Chart Image Server

Managing the Oracle BI Presentation Services Charting Settings

Configuring Answers Pivot Table Settings

Configuring the Maximum Number of Rows in an Answers Table View

Adding Support for Navigation and Drill Down in Answers

Changing the Default Currency in Answers

Nesting Folders in the Selection Pane in Answers

Blocking Requests in Answers

Blocking Requests Based on Criteria

Blocking Requests Based on Formula

Validation Helper Functions

Specifying View Defaults for Answers and Dashboards Users

XML Message Files for View Defaults

Examples of Customizing Answers and Dashboards Default Values

Changing Alternating Bar Color

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Administering Oracle BI Delivers

About Delivers iBots and Impersonation

About Delivers iBots and AntiVirus Software

Viewing Entries in the Delivers iBot Log Directory

Disabling Delivers

Specifying the Machine Running Oracle BI Scheduler

Changing the Directory in Which Delivers iBot Deliveries Are Stored

Integrating Delivers with Oracle's Siebel Workflow

Using Delivers to Seed the Oracle BI Server Cache

About Permission Settings for Delivers and iBots

Managing Device Types for Delivers

About the SA System Subject Area and Scheduling iBot Deliveries

Setting the Case of Logon Names for the SA System Subject Areal

Controlling Delivery Options for iBots

Viewing Information About Active Delivers iBot Sessions

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Administering Oracle BI Dashboards

About Managing Dashboards

Managing Dashboards

Creating Dashboards Action Links

Setting the Number of Dashboards Names to Appear on a Screen

Controlling Access to Saved Selection Options in Dashboards

Overview of Saved Selections in Dashboards

Administering Saved Selections

Table of Permission and Privilege Settings for Creating Saved Selections

Example Usage Scenario for Saved Selection Administration

Setting the Number of Oracle Business Intelligence Briefing Book Links to Follow

Downloading Oracle Business Intelligence Results in Non-UNICODE Format

Integrating Answers into Other Portals or Intranets

Configuring Report Write Back

Write Back Configuration Tasks

How Write Back Works

Creating a Write Back Template

Example: Write Back Template

Write Back Limitations

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Administering the Oracle BI Presentation Catalog

About the Presentation Catalog

Changing the Name and Location of the Presentation Catalog

Configuring the Presentation Catalog for More Than 4000 Users

Managing the Presentation Catalog Cache in Environments Running Multiple Instances of Oracle BI Presentation Services

Creating a New Presentation Catalog

Moving a Presentation Catalog to Another Installation

Committing an Object to Production

Replicating Presentation Catalogs

About Replication Log Files

Setup for Presentation Catalog Replication

Resuming Replication If Replication Log Files Are Unavailable

Using the Oracle BI Presentation Services Replication Agent

Creating the config.xml File for Replication

Editing the instanceconfig.xml File for Replication

Archiving a Presentation Catalog

Administering Items in the Presentation Catalog

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Managing Presentation Catalogs Using Oracle BI Catalog Manager

About Catalog Manager

Guidelines for Working with Catalog Manager

Starting Catalog Manager

Opening Presentation Catalogs in Catalog Manager

About the Catalog Manager Workspace

Managing the View of the Catalog Manager Workspace

Searching for Presentation Catalog Items Using Catalog Manager

Copying and Pasting Items Between Presentation Catalogs

Renaming Presentation Catalog Items

Working with the Properties of Presentation Catalog Items

Setting Permissions of Presentation Catalog Items

Viewing and Editing Presentation Catalog Objects in XML

Setting Browser Preference in Catalog Manager

Previewing Objects from Catalog Manager

Searching for and Replacing Presentation Catalog Text Using Catalog Manager

Searching for and Replacing a Single Presentation Catalog Text String

About Searching for and Replacing Multiple Presentation Catalog Text Strings

Searching for and Replacing Multiple Presentation Catalog Text Strings

Creating Reports to Display Presentation Catalog Data Using Catalog Manager

Localizing Presentation Catalog Captions

About Upgrading the Presentation Catalog to a Newer Version

Archiving and Unarchiving a Presentation Catalog Using Catalog Manager

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Managing Oracle BI Presentation Services Security

Overview of Oracle BI Presentation Services Security

Types of Presentation Services Groups

Administering Presentation Services Groups

About Oracle BI Presentation Services User Authentication

About Presentation Services Groups and Session Variables

Inheritance of Oracle BI Presentation Services Permissions and Privileges

About Setting Oracle BI Presentation Services Permissions

Overview of the Oracle BI Presentation Services Administration Screen

Setting Permissions in Oracle BI Presentation Services Administration

About Setting Oracle BI Presentation Services Privileges

Setting Privileges in Oracle BI Presentation Services Administration

Default Oracle BI Presentation Services Privilege Assignments

Guidelines for Configuring Oracle BI Presentation Services Security for the Presentation Catalog and Dashboards

Creating Presentation Services Groups

Setting Up the Presentation Catalog Structure

Setting Permissions to Presentation Catalog Items

Creating Shared Dashboards

Adding Shared Dashboards Pages and Content

Creating and Using Shared Items

Testing the Dashboards

Setting Up a Virtual Directory for Shared Oracle Business Intelligence Documents

Releasing Dashboards to the User Community

About Authorizing Users to Act for Others

Process of Authorizing Users to Act for Others

Defining the Association Between Proxy Users and Target Users

Creating Session Variables for Proxy Functionality

Modifying the instanceconfig.xml File for Proxy Functionality

Creating a Custom Message Template for Proxy Functionality

Assigning the Proxy Privilege

Enabling User-Initiated Administration Actions

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Using Oracle BI Presentation Services Logging

Using the Oracle BI Presentation Services Logging Facility

Oracle BI Presentation Services Configuration File Structure

Examples of the Formats of Logged Messages

Oracle BI Presentation Services Message Structure

Oracle BI Presentation Services Logging Levels

Oracle BI Presentation Services Log Filters

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Customizing the Oracle BI Presentation Services User Interface

About Skins and Styles

Using the SKIN Variable

Using Skins and Styles

Modifying Oracle BI Presentation Services User Interface Styles

Specifying Defaults for Oracle BI Presentation Services Styles and Skins

Customizing Oracle BI Presentation Services NonDashboard Components

Customizing the Oracle BI Presentation Services User Interface Using XML Message Files

Adding a Language Selection to Oracle BI Presentation Services Screens

Frequently Customized Oracle BI Presentation Services User Interface Messages

Customizing the Appearance of the Oracle BI Presentation Services Login Screens

Configuring the Oracle Business Intelligence ReportUI Portlet

Installing and Configuring the Oracle BI ReportUI Portlet

Editing the portlet.xml file to configure Oracle BI ReportUI Portlet

Deploying the Oracle BI ReportUI Portlet

Configuring Authentication in the Oracle BI ReportUI Portlet

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Integrating Oracle BI Presentation Services into Corporate Environments Using HTTP

Incorporating Oracle Business Intelligence Results into External Portals or Applications Using the Go URL

Referencing Dashboard Content in External Portals or Applications Using the Oracle BI Presentation Services Dashboard URL

Using the Oracle BI Presentation Services Go URL to Issue SQL and Pass Filters

Issuing SQL Using the Oracle BI Presentation Services Go URL

Passing Filters to the Oracle BI Presentation Services Go URL Through a URL (Navigation)

Example of an Oracle Business Intelligence Third-Party SQL Tool Integration

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