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Contents
Title and Copyright Information
Preface
Intended Audience
Documentation Accessibility
Related Documentation and Other Resources
New Features for Administrators
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.7)
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.6)
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.5)
New Features for Oracle BI Publisher 11
g
Release 1 (11.1.1.3)
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
Authentication and Authorization Options
3.3
Understanding BI Publisher's Users, Roles, and Permissions
3.3.1
Options for Configuring Users and Roles
3.4
About Privileges to Use Functionality
3.5
About Catalog Permissions
3.6
How Functional Privileges and Permissions Work Together
3.6.1
A Role Must Be Assigned Catalog Permissions
3.6.2
A Role Can Be Granted Catalog Permissions Only
3.6.3
Inherited Permissions
3.7
About Access to Data Sources
3.8
Configuring Users, Roles, and Data Access
3.8.1
Creating Roles
3.8.2
Creating Users and Assigning Roles to a User
3.8.3
Granting Catalog Permissions
3.8.4
Granting Data Access
3.9
Security and Catalog Organization
3.10
Using LDAP with BI Publisher
3.10.1
Configuring BI Publisher to Use an LDAP Provider for Authentication Only
3.10.2
Configuring BI Publisher to Use an LDAP Provider for Authentication and Authorization
3.10.2.1
Set Up Users and Roles in the LDAP Provider
3.10.2.2
Configure the BI Publisher Server to Recognize the LDAP Server
3.10.2.3
Assign Data Access and Catalog Permissions to Roles
3.10.3
Disable Users Without BI Publisher-Specific Roles from Logging In
3.11
Integrating with Microsoft Active Directory
3.11.1
Configuring the Active Directory
3.11.2
Configuring BI Publisher
3.11.3
Logging In to BI Publisher Using the Active Directory Credentials
3.11.4
Assign Data Access and Catalog Permissions to Roles
3.12
Configuring BI Publisher with Single Sign-on (SSO)
3.12.1
How BI Publisher Operates with SSO Authentication
3.12.2
Tasks for Setting Up SSO Authentication with BI Publisher
3.13
Configuring SSO in an Oracle Access Manager Environment
3.13.1
Configuring a New Authenticator for Oracle WebLogic Server
3.13.2
Configuring OAM as a New Identity Asserter for Oracle WebLogic Server
3.13.3
Configuring BI Publisher for Oracle Fusion Middleware Security
3.14
Setting Up Oracle Single Sign-On
3.14.1
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
About Integrating with Other Oracle Security Models
5.2
Before You Begin: Create a Local Superuser
5.3
Integrating with Oracle BI Server Security
5.3.1
Configuring BI Publisher for Oracle BI Server Security
5.3.2
Adding Data Sources to BI Server Roles
5.4
Integrating with Oracle E-Business Suite
5.4.1
Features of the Integration with E-Business Suite Security
5.4.2
Configuring BI Publisher to Use E-Business Suite Security
5.4.3
Adding Data Sources to the E-Business Suite Roles
5.4.4
Granting Catalog Permissions to the E-Business Suite Roles
5.5
Integrating with Oracle Database Security
5.5.1
Defining the BI Publisher Functional Roles in the Oracle Database
5.5.2
Adding Data Sources to Roles
5.5.3
Granting Catalog Permissions to Roles
5.6
Integrating with Oracle Siebel CRM Security
5.6.1
Setting Up BI Publisher Roles as Siebel CRM Responsibilities
5.6.2
Configuring BI Publisher to Use Siebel Security
5.6.3
Adding Data Sources to Roles
5.6.4
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
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
Report Scalable Threshold
8.3.3
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
9
Setting Up Data Sources
9.1
Overview of Setting Up Data Sources
9.1.1
About Private Data Source Connections
9.1.2
Granting Access to Data Sources Using the Security Region
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
Setting Up a Connection to a Web Service
9.7.1
Adding a Simple Web Service
9.7.2
Adding a Complex Web Service
9.8
Setting Up a Connection to a HTTP XML Feed
9.9
Viewing or Updating a Data Source
10
Setting Up Integrations
10.1
Configuring Integration with Oracle BI Presentation Services
10.2
Configuring Integration with Oracle Endeca Server
11
Setting Up Delivery Destinations
11.1
Configuring Delivery Options
11.2
Adding a Printer
11.3
Adding a Fax Server
11.4
Adding an E-Mail Server
11.5
Adding a WebDAV Server
11.6
Adding an HTTP Server
11.7
Adding an FTP Server
11.8
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
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
13.3.1
Setting the Log Level
13.3.2
Configuring Other Log File Options
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
(Optional) Copy Translation Files
13.6.4
Restart 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
15.1.4
Maintaining Identical Folder Names and Structure Across Environments
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
16
Customizing the BI Publisher User Interface
16.1
What are Skins and Styles?
16.2
About Style Customizations
16.3
Modifying the User Interface Styles for BI Publisher
16.4
Customizing the Style
16.4.1
Customizing the Style for BI Publisher Standalone
16.4.2
Customizing the Style for BI Publisher Integrated with the Oracle BI Enterprise Edition
16.4.3
Fallback Mechanism for Custom Styles
16.4.3.1
Custom Style Sheets
16.4.3.2
Images
A
Scheduler Configuration Reference
A.1
Introduction
A.2
Configuring BI Publisher for ActiveMQ
A.2.1
Install ActiveMQ
A.2.2
Register ActiveMQ as a JNDI Service
A.2.3
Update the BI Publisher Scheduler Configuration Page
A.3
Manually Configuring the Quartz Scheduler
A.3.1
Recommendations for Using DataDirect Connect or Native Database Drivers
A.3.2
Set Up a User on Your Scheduler Database
A.3.3
Connecting to Your Scheduler Database and Installing the Schema
A.3.4
Connecting to Oracle Database
A.3.5
Connecting to IBM DB2
A.3.6
Connecting to Microsoft SQL Server
A.3.7
Connecting to Sybase Adaptive Server Enterprise Database
B
Integration Reference for Oracle BI Enterprise Edition
B.1
About Integration
B.1.1
Prerequisites
B.2
Configuring BI Publisher to Use the Oracle BI Presentation Catalog
B.3
Configuring Integration with Oracle BI Presentation Services
B.4
Setting Up a JDBC Connection to the Oracle BI Server
C
Configuration File Reference
C.1
BI Publisher Configuration Files
C.2
Setting Properties in the Runtime Configuration File
C.2.1
File Name and Location
C.2.2
Namespace
C.2.3
Configuration File Example
C.2.4
Understanding the Element Specifications
C.3
Structure of the Root Element
C.3.1
Attributes of Root Element
C.3.2
Description of Root Element
C.4
Properties and Property Elements
C.4.1
<properties> Element
C.4.1.1
Description of <properties> Element
C.4.2
<property> Element
C.4.2.1
Attribute of <property> Element
C.4.2.2
Description of <property> Element
C.5
Font Definitions
C.5.1
<fonts> Element
C.5.1.1
Attribute of <fonts> Element
C.5.1.2
Description of <fonts> Element
C.5.2
<font> Element
C.5.2.1
Attributes of <font> Element
C.5.2.2
Description of <font> Element
C.5.3
<font-substitute> Element
C.5.3.1
Attributes of <font-substitute> Element
C.5.3.2
Description of <font-substitute> Element
C.5.4
<type1> element
C.5.4.1
Attribute of <type1> Element
C.5.4.2
Description of <type1> Element
C.6
Predefined Fonts
C.6.1
Included Barcode Fonts
D
Audit Reference for Oracle Business Intelligence Publisher
D.1
About Custom and Standard Audit Reports
D.2
Audit Events in Oracle Business Intelligence Publisher
E
Converting Oracle Reports
E.1
Overview
E.2
Obtaining Oracle Reports to BI Publisher Conversion Assistant
E.3
Prerequisites and Limitations of Oracle Reports to BI Publisher Conversion Assistant
E.3.1
Converting Oracle Reports to XML Format
E.3.2
Limitations
E.4
Running Oracle Reports to BI Publisher Conversion Assistant
E.4.1
Running the Assistant When the Source Report Is an Oracle Reports RDF File
E.4.2
Running the Assistant When the Source Report Is in Oracle Reports XML Format
E.4.3
Output Files
E.5
Compiling the PL/SQL Package to the Database
E.6
Moving Converted Reports to the Oracle BI Publisher Repository
E.6.1
Method 1: Move the .xdo and .xdm folder files to the BI Publisher Repository Path in the File System
E.6.2
Method 2: Upload the .xdoz and .xdmz zip files using the BI Publisher UI
E.7
Testing and Editing Converted Reports
E.7.1
Summary Columns Moved to the Select Clause
E.7.2
PL/SQL Format Trigger Logic Not Supported in RTF Layout Templates
E.8
Troubleshooting Oracle Reports to BI Publisher Conversion Assistant
F
Enabling Memory Guard Features
F.1
What Are Memory Guard Features?
F.2
Key Features
F.3
Configuring Memory Guard Options
F.4
Sample Configuration File Entries
Index
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