Contents

Title and Copyright Information

Preface

• Intended Audience
• Documentation Accessibility
• Related Information Sources

1 Introduction to Oracle BI Publisher Administration

• 1.1 Introduction
• 1.2 Configurations Performed by the BI Platform Installer
• 1.3 Flow of Tasks for First Time Setup of BI Publisher
• 1.4 Starting and Stopping BI Publisher
  • 1.4.1 Using Oracle WebLogic Server Administration Console
• 1.5 About the Administration Page
• 1.6 About Integration with Oracle Business Intelligence Enterprise Edition
• 1.7 About the Security Model Options
• 1.8 About the Data Source Connections
• 1.9 About Report Delivery Destinations
• 1.10 About Setting Runtime Configuration Properties
• 1.11 About the Server Configuration Settings

2 Configuring Oracle Fusion Middleware Security Model

• 2.1 Understanding the Security Model
• 2.2 Key Security Elements
• 2.3 Permission Grants and Inheritance
• 2.4 Default Security Configuration
  • 2.4.1 Default Users and Groups
  • 2.4.2 Default Application Roles and Permissions
    • 2.4.2.1 Granting the BIAdministrator Role Catalog Permissions
• 2.5 Managing Authentication
  • 2.5.1 Accessing Oracle WebLogic Server Administration Console
  • 2.5.2 Managing Users and Groups Using the Default Authentication Provider
• 2.6 Managing Authorization
  • 2.6.1 Accessing Oracle Enterprise Manager Fusion Middleware Control
  • 2.6.2 Managing the Policy Store Using Fusion Middleware Control
  • 2.6.3 Modifying Application Roles Using Fusion Middleware Control
  • 2.6.4 Modifying Membership in an Application Role
• 2.7 Managing Credentials
  • 2.7.1 Managing the Credential Store
  • 2.7.2 Managing BISystemUser Credentials
• 2.8 Customizing the Default Security Configuration
  • 2.8.1 Configuring a New Authentication Provider
  • 2.8.2 Configuring a New Policy Store and Credential Store Provider
    • 2.8.2.1 Reassociating the Policy Store and Credential Store
  • 2.8.3 Customizing the Policy Store
    • 2.8.3.1 Creating Application Roles Using Fusion Middleware Control
    • 2.8.3.2 Creating Application Policies Using Fusion Middleware Control
    • 2.8.3.3 Changing Permission Grants for an Application Policy

3 Alternative Security Options

• 3.1 About Alternative Security Options
• 3.2 Understanding BI Publisher's Users, Roles, and Permissions
  • 3.2.1 Options for Configuring Users and Roles
• 3.3 About Privileges to Use Functionality
• 3.4 About Catalog Permissions
• 3.5 How Functional Privileges and Permissions Work Together
  • 3.5.1 A Role Must Be Assigned Catalog Permissions
  • 3.5.2 A Role Can Be Granted Catalog Permissions Only
  • 3.5.3 Inherited Permissions
• 3.6 About Access to Data Sources
• 3.7 Configuring Users, Roles, and Data Access
  • 3.7.1 Creating Roles
  • 3.7.2 Creating Users and Assigning Roles to a User
  • 3.7.3 Granting Catalog Permissions
  • 3.7.4 Granting Data Access
• 3.8 Security and Catalog Organization
• 3.9 Configuring BI Publisher to Use an LDAP Provider
  • 3.9.1 Using the Client Application
    • 3.9.1.1 Set Up Users and Roles
    • 3.9.1.2 Configure the BI Publisher Server to Recognize the LDAP Server
    • 3.9.1.3 Assign Data Access and Catalog Permissions to Roles
• 3.10 Integrating with Microsoft Active Directory
  • 3.10.1 Configuring the Active Directory
  • 3.10.2 Configuring BI Publisher
  • 3.10.3 Logging In to BI Publisher Using the Active Directory Credentials
  • 3.10.4 Assign Data Access and Catalog Permissions to Roles
• 3.11 Configuring Single Sign-On
• 3.12 Configuring BI Publisher to Use Oracle Access Manager (OAM) Single Sign-On
• 3.13 Setting Up Oracle Single Sign-On
  • 3.13.1 Setup Procedure

4 Other Security Topics

• 4.1 Enabling a Local Superuser
• 4.2 Enabling a Guest User
• 4.3 Configuring BI Publisher for Secure Socket Layer (SSL) Communication
  • 4.3.1 Pointing BI Publisher to the System-Wide Keystore
  • 4.3.2 Importing Certificates for Web Services Protected by SSL
  • 4.3.3 Configuring the Delivery Manager
• 4.4 Configuring Proxy Settings

5 Integrating with Other Oracle Security Models

• 5.1 Before You Begin: Create a Local Superuser
• 5.2 Integrating with Oracle BI Server Security
  • 5.2.1 Configuring BI Publisher for Oracle BI Server Security
  • 5.2.2 Adding Data Sources to BI Server Roles
• 5.3 Integrating with Oracle E-Business Suite
  • 5.3.1 Features of the Integration with E-Business Suite Security
  • 5.3.2 Configuring BI Publisher to Use E-Business Suite Security
  • 5.3.3 Adding Data Sources to the E-Business Suite Roles
  • 5.3.4 Granting Catalog Permissions to the E-Business Suite Roles
• 5.4 Integrating with Oracle Database Security
  • 5.4.1 Defining the BI Publisher Functional Roles in the Oracle Database
  • 5.4.2 Adding Data Sources to Roles
  • 5.4.3 Granting Catalog Permissions to Roles
• 5.5 Integrating with Oracle Siebel CRM Security
  • 5.5.1 Setting Up BI Publisher Roles as Siebel CRM Responsibilities
  • 5.5.2 Configuring BI Publisher to Use Siebel Security
  • 5.5.3 Adding Data Sources to Roles
  • 5.5.4 Granting Catalog Permissions to Roles

6 Implementing a Digital Signature

• 6.1 Introduction
• 6.2 Prerequisites and Limitations
• 6.3 Obtaining Digital Certificates
• 6.4 Creating PFX Files
• 6.5 Implementing a Digital Signature
  • 6.5.1 Registering Your Digital Signature ID and Assigning Authorized Roles
  • 6.5.2 Specifying the Signature Display Field or Location
  • 6.5.3 Specifying a Template Field in a PDF Template for the Digital Signature
  • 6.5.4 Specifying the Location for the Digital Signature in the Report Properties
• 6.6 Running and Signing Reports with a Digital Signature

7 Configuring the Scheduler

• 7.1 Understanding the BI Publisher Scheduler
  • 7.1.1 Architecture
  • 7.1.2 About Clustering
  • 7.1.3 How Failover Works
• 7.2 Set Up Considerations
  • 7.2.1 Choosing JNDI or JDBC Connection
  • 7.2.2 Supported JMS Providers
• 7.3 About the Scheduler Configuration
  • 7.3.1 Configuring the Shared Directory
• 7.4 Configuring Processors and Processor Threads
• 7.5 Adding Managed Servers
  • 7.5.1 Adding a Managed Server
  • 7.5.2 Configure the Processors in BI Publisher
• 7.6 Scheduler Diagnostics
  • 7.6.1 Resolving Quartz Configuration Errors

8 Configuring Server Properties

• 8.1 Setting the Path to the Configuration Folder
• 8.2 Configuring the Catalog
  • 8.2.1 Configuring the Oracle BI Publisher File System Catalog
  • 8.2.2 Configuring BI Publisher to Use the Oracle BI EE Catalog
    • 8.2.2.1 Configuring the BI Search Fields
• 8.3 Setting General Properties
  • 8.3.1 The System Temporary Directory
    • 8.3.1.1 About Temporary Files
    • 8.3.1.2 Setting the System Temporary Directory
    • 8.3.1.3 Sizing the System Temporary Directory
  • 8.3.2 Setting the Report Scalable Threshold
  • 8.3.3 Setting the Database Fetch Size
• 8.4 Setting Server Caching Specifications
• 8.5 Setting Retry Properties for Database Failover
• 8.6 Enabling Monitor and Audit
• 8.7 Setting Report Viewer Properties
• 8.8 Setting the BI Publisher Session Time Out Value

9 Setting Up Data Sources

• 9.1 Overview of Setting Up Data Sources
  • 9.1.1 About Other Types of Data Sources
  • 9.1.2 About Data Sources and Security
  • 9.1.3 About Proxy Authentication
  • 9.1.4 Choosing JDBC or JNDI Connection Type
  • 9.1.5 About Backup Databases
  • 9.1.6 About Pre Process Functions and Post Process Functions
• 9.2 Setting Up a JDBC Connection to the Data Source
• 9.3 Setting Up a Database Connection Using a JNDI Connection Pool
• 9.4 Setting Up a Connection to an LDAP Server Data Source
• 9.5 Setting Up a Connection to an OLAP Data Source
• 9.6 Setting Up a Connection to a File Data Source
• 9.7 Viewing or Updating a Data Source

10 Setting Up Integrations

• 10.1 Configuring Integration with Oracle BI Presentation Services

11 Setting Up Delivery Destinations

• 11.1 Configuring Delivery Options
• 11.2 Adding a Printer or Fax Server
• 11.3 Adding an E-Mail Server
• 11.4 Adding a WebDAV Server
• 11.5 Adding an HTTP Server
• 11.6 Adding an FTP Server
• 11.7 Adding a Common UNIX Printing System (CUPS) Server

12 Defining Run-Time Configurations

• 12.1 Setting Run-Time Properties
• 12.2 PDF Output Properties
• 12.3 PDF Security Properties
• 12.4 PDF Digital Signature Properties
• 12.5 PDF/A Output Properties
• 12.6 PDF/X Output Properties
• 12.7 RTF Output Properties
• 12.8 HTML Output Properties
• 12.9 FO Processing Properties
• 12.10 RTF Template Properties
• 12.11 PDF Template Properties
• 12.12 Flash Template Properties
• 12.13 CSV Output Properties
• 12.14 Excel 2007 Output Properties
• 12.15 All Outputs Property
• 12.16 Defining Font Mappings
  • 12.16.1 Making Fonts Available to BI Publisher
  • 12.16.2 Setting Font Mapping at the Site Level or Report Level
  • 12.16.3 Creating a Font Mapping
  • 12.16.4 BI Publisher's Predefined Fonts
• 12.17 Defining Currency Formats
  • 12.17.1 Understanding Currency Formats

13 Diagnostics and Performance Monitoring in Oracle BI Publisher

• 13.1 Diagnosing and Resolving Issues in Oracle BI Publisher
• 13.2 About Diagnostic Log Files
  • 13.2.1 About Log File Message Categories and Levels
  • 13.2.2 About Log File Formats
  • 13.2.3 About Log File Rotation
• 13.3 Configuring Log Files
• 13.4 Viewing Log Messages
  • 13.4.1 Viewing Messages by Reading the Log File
• 13.5 About Performance Monitoring and User Auditing
• 13.6 Enabling Monitoring and Auditing
  • 13.6.1 Enable Monitor and Audit on the Server Configuration Page
  • 13.6.2 Configure the Audit Policy Settings
  • 13.6.3 Restart the WebLogic Server
• 13.7 Viewing the Audit Log
• 13.8 Configuring an Audit Repository
  • 13.8.1 Creating the Audit Schema Using RCU
  • 13.8.2 Creating the Data Source in WebLogic Server
  • 13.8.3 Registering the Audit Storage Database to Your Domain
• 13.9 Using BI Publisher to Create Audit Reports
  • 13.9.1 Registering the Data Source in BI Publisher
  • 13.9.2 Creating a Data Model
  • 13.9.3 Creating the Report
• 13.10 Viewing Performance Statistics in the MBean Browser

14 Adding Translations for the BI Publisher Catalog and Reports

• 14.1 Introduction
  • 14.1.1 Limitations of Catalog Translation
• 14.2 Exporting and Importing a Catalog Translation File
• 14.3 Template Translation
  • 14.3.1 Generating the XLIFF File from the Layout Properties Page
  • 14.3.2 Translating the XLIFF File
  • 14.3.3 Uploading the Translated XLIFF File to BI Publisher
• 14.4 Using the Localized Template Option
  • 14.4.1 Designing the Localized Template File
  • 14.4.2 Uploading the Localized Template to BI Publisher

15 Moving Catalog Objects Between Environments

• 15.1 Overview
  • 15.1.1 When to Use the Catalog Utility
  • 15.1.2 Other Options for Moving Catalog Objects
  • 15.1.3 What Files Are Moved
• 15.2 Preparing to Use the BI Publisher Catalog Utility
  • 15.2.1 Configuring the Environment
• 15.3 Exporting BI Publisher Reporting Objects
  • 15.3.1 Example Export Command Lines
    • 15.3.1.1 Exporting a Single Report in Archive Format
    • 15.3.1.2 Exporting a Single Report with Files Extracted
    • 15.3.1.3 Exporting a Set of Reports to a Specified Folder
• 15.4 Importing BI Publisher Reporting Objects
  • 15.4.1 Example Import Command Lines
    • 15.4.1.1 Importing a Report to an Original Location
    • 15.4.1.2 Importing a Report to a New Location
    • 15.4.1.3 Importing a Zipped Report
    • 15.4.1.4 Importing a set of BI Publisher Reporting Objects Under a Specified Folder
• 15.5 Generating Translation Files and Checking for Translatability
  • 15.5.1 Generating a Translation File for a Report Definition File (.xdo)
  • 15.5.2 Generating a Translation File for an RTF Template

A Setting Up Print Servers

• A.1 Setting Up CUPS on Linux
  • A.1.1 Prerequisites
  • A.1.2 Setting Up a Printer on CUPS
  • A.1.3 Installing and Setting Up Fax for CUPS
  • A.1.4 Making CUPS Accessible from Other Machines
• A.2 Setting Up Internet Printing Protocol (IPP) on Windows
  • A.2.1 Setting Up IPP Printers on Windows XP Professional

B Scheduler Configuration Reference

• B.1 Introduction
• B.2 Configuring BI Publisher for ActiveMQ
  • B.2.1 Install ActiveMQ
  • B.2.2 Register ActiveMQ as a JNDI Service
  • B.2.3 Update the BI Publisher Scheduler Configuration Page
• B.3 Manually Configuring the Quartz Scheduler
  • B.3.1 Recommendations for Using DataDirect Connect or Native Database Drivers
  • B.3.2 Set Up a User on Your Scheduler Database
  • B.3.3 Connecting to Your Scheduler Database and Installing the Schema
  • B.3.4 Connecting to Oracle Database
  • B.3.5 Connecting to IBM DB2
  • B.3.6 Connecting to Microsoft SQL Server
  • B.3.7 Connecting to Sybase Adaptive Server Enterprise Database

C Integration Reference for Oracle BI Enterprise Edition

• C.1 About Integration
  • C.1.1 Prerequisites
• C.2 Configuring BI Publisher to Use the Oracle BI Presentation Catalog
• C.3 Configuring Integration with Oracle BI Presentation Services
• C.4 Setting Up a JDBC Connection to the Oracle BI Server

D Configuration File Reference

• D.1 Setting Properties in the Runtime Configuration File
  • D.1.1 File Name and Location
  • D.1.2 Namespace
  • D.1.3 Configuration File Example
  • D.1.4 Understanding the Element Specifications
• D.2 Structure of the Root Element
  • D.2.1 Attributes of Root Element
  • D.2.2 Description of Root Element
• D.3 Properties and Property Elements
  • D.3.1 <properties> Element
    • D.3.1.1 Description of <properties> Element
  • D.3.2 <property> Element
    • D.3.2.1 Attribute of <property> Element
    • D.3.2.2 Description of <property> Element
• D.4 Font Definitions
  • D.4.1 <fonts> Element
    • D.4.1.1 Attribute of <fonts> Element
    • D.4.1.2 Description of <fonts> Element
  • D.4.2 <font> Element
    • D.4.2.1 Attributes of <font> Element
    • D.4.2.2 Description of <font> Element
  • D.4.3 <font-substitute> Element
    • D.4.3.1 Attributes of <font-substitute> Element
    • D.4.3.2 Description of <font-substitute> Element
  • D.4.4 <type1> element
    • D.4.4.1 Attribute of <type1> Element
    • D.4.4.2 Description of <type1> Element
• D.5 Predefined Fonts
  • D.5.1 Included Barcode Fonts

Index