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Administering Items in the Presentation Catalog

You administer shared Presentation Catalog folders through the Manage Catalog screen in Oracle BI Presentation Services Administration. You can view folders and contents including hidden items, and create, rename, copy, move, and delete folders and contents. You can also take ownership of an item. (Taking ownership of an item allows only you to make changes to it. This is useful if a user needs assistance with, for example, a request.)

You also can use Catalog Manager to administer items in the Presentation Catalog. For more information about using Catalog Manager, read Managing Presentation Catalogs Using Oracle BI Catalog Manager.

NOTE:  Changes made in the Presentation layer of Oracle BI Administration Tool can affect reports and dashboards based on those tables and columns. You can use Catalog Manager to keep the Presentation Catalog in sync with these changes in the Presentation layer.

For information about changing permissions to an item in the Presentation Catalog, read About Setting Oracle BI Presentation Services Permissions.

To display the shared Presentation Catalog folders

  1. Log in to Oracle BI Presentation Services.
  2. Choose Settings > Administration.
  3. Click the link Manage Presentation Catalog.

    The Manage Catalog screen appears.

  4. Click the Shared Folder link.

To show hidden items

  • Select the Show Hidden Items check box.

    This action reveals, for example, the following hidden items in the user's home directory:

To create a new folder

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

To view the contents of a folder

  • Click the folder name.

To take ownership of an item

  1. Navigate to the item.
  2. Click the Properties icon for the item.

    The Item Properties screen appears.

  3. If you have the appropriate authority, you can take ownership of the item or folder by clicking one of the following links:
    • Take Ownership of this item
    • Take Ownership of this item and all subitems

To rename a folder or an item

  1. Navigate to the folder or item to rename.
  2. Click the Edit name and Description icon for the item.

    The Rename Item screen appears.

  3. Type a new name for the item.

    You can also type a description.

  4. To preserve references that other users might have to the prior name of the item, select the following option:

    Preserve references to the old name of this item

    If you do not select this option, users referencing this item cannot display it.

  5. Click Rename.

To delete a folder or an item

  1. Navigate to the folder to delete.
  2. Click the folder's Delete icon.

    The Confirm Item Deletion screen appears.

    NOTE:  When deleting shared folders or items, be aware that other users who have added shared items to their personal dashboards no longer have access to them.

  3. To confirm the delete, click Yes.

To copy or move an item

  1. Navigate to the item.
  2. Click Copy/Move button for the item.

    The Copy/Move Item Here screen appears.

  3. Follow the instructions given on the screen.
    • To create a new folder, click the link Create New Folder and follow the instructions on the screen.
  4. To show hidden items, select the Show Hidden Items check box.

    This action reveals, for example, the following hidden items in the user's home directory:

  5. When done, click Copy/Move Item Here.

  
Oracle® Business Intelligence Presentation Services Administration Guide Copyright © 2007, Oracle. All rights reserved.