Go to main content
1/172
Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documentation and Other Resources
System Requirements and Certification
New Features for Administrators
New Features and Changes for Oracle BI Publisher 12c (12.2.1.2.0)
New Features and Changes for Oracle BI Publisher 12c (12.2.1.1.0)
1
Introduction to Oracle BI Publisher Administration
Introduction
Configurations Performed by the BI Platform Installer
Flow of Tasks for First Time Setup of BI Publisher
Starting and Stopping BI Publisher
Using Oracle WebLogic Server Administration Console
About the Administration Page
About Integration with Oracle Business Intelligence Enterprise Edition
About the Security Model Options
About the Data Source Connections
About Report Delivery Destinations
About Setting Runtime Configuration Properties
About the Server Configuration Settings
2
Configuring Oracle Fusion Middleware Security Model
Understanding the Security Model
Key Security Elements
Permission Grants and Inheritance
Default Security Configuration
Default Users and Groups
Default Application Roles and Permissions
Granting the BIServiceAdministrator Role Catalog Permissions
Managing Authentication
Accessing Oracle WebLogic Server Administration Console
Managing Users and Groups Using the Default Authentication Provider
Managing Authorization
Accessing Oracle Enterprise Manager Fusion Middleware Control
Managing the Policy Store Using Fusion Middleware Control
Modifying Application Roles Using Fusion Middleware Control
Modifying Membership in an Application Role
Managing Credentials
Managing BI System User Credentials
Customizing the Default Security Configuration
Configuring a New Authentication Provider
Configuring a New Policy Store and Credential Store Provider
Reassociating the Policy Store and Credential Store
Customizing the Policy Store
Creating Application Roles Using Fusion Middleware Control
Creating Application Policies Using Fusion Middleware Control
Changing Permission Grants for an Application Policy
3
Alternative Security Options
About Alternative Security Options
Authentication and Authorization Options
Understanding BI Publisher Users, Roles, and Permissions
Options for Configuring Users and Roles
About Privileges to Use Functionality
About Catalog Permissions
How Functional Privileges and Permissions Work Together
A Role Must Be Assigned Catalog Permissions
A Role Can Be Granted Catalog Permissions Only
Inherited Permissions
About Access to Data Sources
Configuring Users, Roles, and Data Access
Creating Roles
Creating Users and Assigning Roles to a User
Granting Catalog Permissions
Granting Data Access
Security and Catalog Organization
Using LDAP with BI Publisher
Configuring BI Publisher to Use an LDAP Provider for Authentication Only
Configuring BI Publisher to Use an LDAP Provider for Authentication and Authorization
Setting Up Users and Roles in the LDAP Provider
Configuring the BI Publisher Server to Recognize the LDAP Server
Assigning Data Access and Catalog Permissions to Roles
Disabling Users Without BI Publisher-Specific Roles from Logging In
Integrating with Microsoft Active Directory
Configuring the Active Directory
Configuring BI Publisher
Logging In to BI Publisher Using the Active Directory Credentials
Assigning Data Access and Catalog Permissions to Roles
Configuring BI Publisher with Single Sign-on (SSO)
How BI Publisher Operates with SSO Authentication
Tasks for Setting Up SSO Authentication with BI Publisher
Configuring SSO in an Oracle Access Manager Environment
Configuring a New Authenticator for Oracle WebLogic Server
Configuring OAM as a New Identity Asserter for Oracle WebLogic Server
Configuring BI Publisher for Oracle Fusion Middleware Security
Setting Up Oracle Single Sign-On
Setup Procedure
4
Other Security Topics
Enabling a Local Superuser
Enabling a Guest User
Configuring BI Publisher for Secure Socket Layer (SSL) Communication
Importing Certificates for Web Services Protected by SSL
Adding the Virtualize Property to the Identity Store Configuration
Updating the JDBC Connection String to the Oracle BI EE Data Source
Updating the JMS Configuration
Configuring the Delivery Manager
Enabling Secure Cookies
Configuring Proxy Settings
5
Integrating with Other Oracle Security Models
About Integrating with Other Oracle Security Models
Before You Begin: Create a Local Superuser
Integrating with Oracle BI Server Security
Configuring BI Publisher for Oracle BI Server Security
Adding Data Sources to BI Server Roles
Integrating with Oracle E-Business Suite
Features of the Integration with E-Business Suite Security
Configuring BI Publisher to Use E-Business Suite Security
Adding Data Sources to the E-Business Suite Roles
Granting Catalog Permissions to the E-Business Suite Roles
Integrating with Oracle Database Security
Defining the BI Publisher Functional Roles in the Oracle Database
Adding Data Sources to Roles
Granting Catalog Permissions to Roles
Integrating with Oracle Siebel CRM Security
Setting Up BI Publisher Roles as Siebel CRM Responsibilities
Configuring BI Publisher to Use Siebel Security
Adding Data Sources to Roles
Granting Catalog Permissions to Roles
6
Implementing a Digital Signature
Introduction
Prerequisites and Limitations
Obtaining Digital Certificates
Creating PFX Files
Implementing a Digital Signature
Registering Your Digital Signature ID and Assigning Authorized Roles
Specifying the Signature Display Field or Location
Specifying a Template Field in a PDF Template for the Digital Signature
Specifying the Location for the Digital Signature in the Report Properties
Running and Signing Reports with a Digital Signature
7
Configuring the Scheduler
Understanding the BI Publisher Scheduler
Architecture
About Clustering
How Failover Works
Set Up Considerations
Table Space Requirements
Choosing JNDI or JDBC Connection
Supported JMS Providers
About the Scheduler Configuration
Configuring the Shared Directory
Configuring Processors and Processor Threads
Adding Managed Servers
Adding a Managed Server
Configuring the Processors in BI Publisher
Scheduler Diagnostics
Resolving Quartz Configuration Errors
8
Configuring System Maintenance Properties
Navigating to the System Maintenance Properties
Configuring the Catalog
Configuring the Oracle BI Publisher File System Catalog
Configuring BI Publisher to Use the Oracle BI EE Catalog
Configuring the BI Search Fields
Setting General Properties
System Temporary Directory
About Temporary Files
Setting the System Temporary Directory
Sizing the System Temporary Directory
Report Scalable Threshold
Setting Server Caching Specifications
Setting Retry Properties for Database Failover
Enabling Monitor and Audit
Setting Report Viewer Properties
Clearing Report Objects from the Server Cache
Purging Job Diagnostics Log
9
Setting Up Data Sources
Overview of Setting Up Data Sources
About Private Data Source Connections
Granting Access to Data Sources Using the Security Region
About Proxy Authentication
Choosing JDBC or JNDI Connection Type
About Backup Databases
About Pre Process Functions and Post Process Functions
Setting Up a JDBC Connection to the Data Source
Setting Up a Database Connection Using a JNDI Connection Pool
Setting Up a Connection to an LDAP Server Data Source
Setting Up a Connection to an OLAP Data Source
Setting Up a Connection to a File Data Source
Setting Up a Connection to a Web Service
Adding a Simple Web Service
Adding a Complex Web Service
Setting Up a Connection to a HTTP XML Feed
Setting Up a Connection to a Content Server
Viewing or Updating a Data Source
10
Setting Up Delivery Destinations
Configuring Delivery Options
Adding a Printer
Setting Up a Printer
Adding a Fax Server
Adding an E-Mail Server
Adding a WebDAV Server
Adding an HTTP Server
Adding an FTP Server
Adding a Content Server
Adding a Common UNIX Printing System (CUPS) Server
Adding a Cloud Server
11
Defining Runtime Configurations
Setting Runtime Properties
PDF Output Properties
PDF Digital Signature Properties
PDF/A Output Properties
PDF/X Output Properties
DOCX Output Properties
RTF Output Properties
HTML Output Properties
FO Processing Properties
RTF Template Properties
PDF Template Properties
Flash Template Properties
CSV Output Properties
Excel 2007 Output Properties
All Outputs Properties
Memory Guard & Data Model Properties
Defining Font Mappings
Making Fonts Available to BI Publisher
Setting Font Mapping at the Site Level or Report Level
Creating a Font Mapping
BI Publisher Predefined Fonts
Managing Custom Fonts
Defining Currency Formats
Understanding Currency Formats
12
Diagnostics and Performance Monitoring
Diagnosing and Resolving Issues in Oracle BI Publisher
About Diagnostic Log Files
About Log File Message Categories and Levels
About Log File Formats
About Log File Rotation
Configuring Log Files
Setting the Log Level
Configuring Other Log File Options
Enabling Scheduler Job Diagnostics
Viewing Log Messages
Viewing Messages by Reading the Log File
About Performance Monitoring and User Auditing
Enabling Monitoring and Auditing
Enabling Monitor and Audit on the Server Configuration Page
Configuring the Audit Policy Settings
Restarting WebLogic Server
Viewing the Audit Log
Using BI Publisher to Create Audit Reports
Registering the Data Source in BI Publisher
Creating a Data Model
Creating the Report
Viewing Performance Statistics in DMS Spy
Viewing Performance Statistics in the MBean Browser
13
Adding Translations for the BI Publisher Catalog and Reports
Introduction
Limitations of Catalog Translation
Exporting and Importing a Catalog Translation File
Template Translation
Generating the XLIFF File from the Layout Properties Page
Translating the XLIFF File
Uploading the Translated XLIFF File to BI Publisher
Using the Localized Template Option
Designing the Localized Template File
Uploading the Localized Template to BI Publisher
14
Moving Catalog Objects Between Environments
Overview
When to Use the Catalog Utility
Other Options for Moving Catalog Objects
What Files Are Moved
Maintaining Identical Folder Names and Structure Across Environments
Preparing to Use the BI Publisher Catalog Utility
Configuring the Environment
Exporting BI Publisher Reporting Objects
Example Export Command Lines
Exporting a Single Report in Archive Format
Exporting a Single Report with Files Extracted
Exporting a Set of Reports to a Specified Folder
Importing BI Publisher Reporting Objects
Example Import Command Lines
Importing a Report to an Original Location
Importing a Report to a New Location
Importing a Zipped Report
Importing a set of BI Publisher Reporting Objects Under a Specified Folder
Generating Translation Files and Checking for Translatability
Generating a Translation File for a Report Definition File (.xdo)
Generating a Translation File for an RTF Template
15
Customizing the BI Publisher User Interface
What are Skins and Styles?
About Style Customizations
Modifying the User Interface Styles for BI Publisher
Customizing the Style
Customizing the Style for BI Publisher Standalone
Customizing the Style for BI Publisher Integrated with the Oracle BI Enterprise Edition
Fallback Mechanism for Custom Styles
Custom Style Sheets
Images
A
Scheduler Configuration Reference
Introduction
Configuring BI Publisher for ActiveMQ
Installing ActiveMQ
Registering ActiveMQ as a JNDI Service
Updating the BI Publisher Scheduler Configuration Page
Manually Configuring the Quartz Scheduler
Recommendations for Using DataDirect Connect or Native Database Drivers
Setting Up a User on Your Scheduler Database
Connecting to Your Scheduler Database and Installing the Schema
Connecting to Oracle Databases
Connecting to IBM DB2 Databases
Connecting to Microsoft SQL Server Databases
Connecting to Sybase Adaptive Server Enterprise Databases
B
Integration Reference for Oracle BI Enterprise Edition
About Integration
Prerequisites
Configuring Integration with Oracle BI Presentation Services
Setting Up a JDBC Connection to the Oracle BI Server
C
Configuration File Reference
BI Publisher Configuration Files
Setting Properties in the Runtime Configuration File
File Name and Location
Namespace
Configuration File Example
Understanding the Element Specifications
Structure of the Root Element
Attributes of Root Element
Description of Root Element
Properties and Property Elements
<properties> Element
Description of <properties> Element
<property> Element
Attribute of <property> Element
Description of <property> Element
Font Definitions
<fonts> Element
Attribute of <fonts> Element
Description of <fonts> Element
<font> Element
Attributes of <font> Element
Description of <font> Element
<font-substitute> Element
Attributes of <font-substitute> Element
Description of <font-substitute> Element
<type1> element
Attribute of <type1> Element
Description of <type1> Element
Predefined Fonts
Included Barcode Fonts
D
Audit Reference for Oracle Business Intelligence Publisher
About Custom and Standard Audit Reports
Audit Events in Oracle Business Intelligence Publisher
E
Enabling Memory Guard Features
What Are Memory Guard Features?
Key Features
Restricting Maximum Data Sizes for Report Processing
Configuring Free Memory Threshold
Setting Data Engine Properties
Configuring Memory Guard and Data Model Properties
Using runtimepropertiesconfig.sh Command Line Utility
Configuring a Maximum Threads Constraint to Avoid Out of Memory Errors
Creating the Maximum Threads Constraint in Oracle WebLogic Server
Creating the Work Manager (XdoWorkManager)
Redeploying the xmlpserver.ear File
F
Updating the BI Publisher Context Root
Updating the BI Publisher URL Context Root
Example
Updating the xmlpserver META-INF/application.xml File
Updating the xmlpserver WAR/WEB-INF/web.xml File
Updating the xmlpserver WAR/WEB-INF/weblogic.xml File
Updating the xmlp-server-config.xml File
Updating the analytics META-INF/application.xml File
Updating the instanceconfig.xml File
Updating the bipublisher and analytics Applications in WebLogic Server
Scripting on this page enhances content navigation, but does not change the content in any way.