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Administering Presentation Services Groups

In Oracle BI Presentation Services Administration, you can use the Presentation Catalog Security: Groups and Users screen to:

• Create a Presentation Services group
• Delete a Presentation Services group or user from Oracle BI Presentation Services
• Add a Presentation Services group or user to an existing group
• Delete a Presentation Services group or user from an existing group

To access the Presentation Catalog Security: Groups and Users screen

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

To create a Presentation Services group

1. In the Existing Catalog Groups and Users area, click the Create a new Catalog Group link.

   The Create Catalog Group screen appears.

2. Enter a name for the group in the Group Name field.

   NOTE:  If you leave the Group Name field empty, Oracle BI Presentation Services cannot create a Presentation Services group folder.

   The name of the Presentation Services group must not match the name of any user who logs in to Oracle BI Presentation Services. This match is not case sensitive. For example, the user name FOO2 matches the Presentation Services group named foo2 or FoO2. If a user and a Presentation Services group share the same name, the user receives an Invalid Account message when attempting to log on to Oracle BI Presentation Services.

   NOTE:  If the name of an Oracle BI Server group (which is set up in the Oracle BI Administration Tool) matches the name of a Presentation Services group, members of the Oracle BI Server group automatically become members of the Presentation Services group when they log on to Oracle BI Presentation Services. Their membership ceases when they log off. The name of the user never appears to an Oracle BI Presentation Services administrator as a member of the Presentation Services group. If you prefer to use Presentation Services group names that match Oracle BI Server group names, but want users to be viewable as members of the group, with persistent group membership, you must explicitly add the users to the Presentation Services group using the Presentation Catalog Security: Groups and Users screen.

3. In the Dashboard Name field, type a name for the dashboard.

   You can assign an existing dashboard to the Presentation Services group or create a new dashboard for the Presentation Services group. Whichever option you choose, all members of the Presentation Services group are granted Read access to the designated, default dashboard. If you do not want to create a dashboard now, you can create one later from the Manage Dashboards screen.

   If you do create a new, empty dashboard, it is created within a new, like-named shared folder. Group members will have Read permission to this folder.

4. In the Dashboard Builder field, specify the names of the users or groups that are to have permission to change the contents of the dashboard. Separate multiple entries with a comma, for example, user1,salesgroup.
5. Click Finished.

NOTE:  When you create a Presentation Services group and create a name for the group, Oracle BI Presentation Services creates a group folder in the Presentation Catalog. All members of the Presentation Services group have Read permissions to this folder. For manually created group folders, you should set the permissions to the Group folder for the appropriate groups to Read.

To delete a Presentation Services group or user from Oracle BI Presentation Services

1. In the Existing Catalog Groups and Users area, in the Catalog Groups and Users table, locate the group or user and click the associated Delete icon.

   To help you locate the group or user you want, you can:

   • Show only groups in the Catalog Groups and Users table by using the Show users and groups toggle
   • Search for a Presentation Services group or user to add using the Search field
2. Click Yes to confirm the delete.
3. Click Finished.

NOTE:  This procedure does not delete any group definitions or any user definitions in an Oracle BI repository. If the user logs on again, his or her Oracle BI Presentation Services entry is recreated. To completely delete a user, delete the user's folder using Catalog Manager.

To add a Presentation Services group or user to an existing group

1. In the Existing Catalog Groups and Users area, in the Catalog Groups and Users table, locate the group that you want to add a Presentation Services group or user to and click the associated Edit icon.

   To help you locate the group or user you want, you can:

   • Show only groups in the Catalog Groups and Users table by using the Show users and groups toggle
   • Search for a Presentation Services group or user to add using the Search field

     The Edit Catalog Group screen appears.

2. In the Group Membership area, click the Add New Member link.

   The Add Member to Group screen appears.

3. Locate the user or group to add and click the associated Add link.

   The Edit Catalog Group screen appears.

   The Group Membership area now shows the list of the current members of the group.

4. Click Finished.

To delete a Presentation Services group or user from an existing group

1. In the Existing Catalog Groups and Users area, in the Catalog Groups and Users table, locate the group that you want to delete a Presentation Services group or user to and click the associated Edit icon.

   To help you locate the group or user you want, you can:

   • Show only groups in the Catalog Groups and Users table by using the Show users and groups toggle
   • Search for a Presentation Services group or user to add using the Search field

     The Edit Catalog Group screen appears.

2. In the Group Membership area, in the Members table, locate a member and click the Remove icon.
3. Click Finished.

NOTE:  You cannot delete system-defined Presentation Services groups or the user name Administrator.