1 Introduction

Oracle Real-Time Integration Business Insight (Insight) is an application designed for business users. This application is business-user friendly and allows users to get visibility into the currently running business processes from a business perspective. The application integrates with existing Oracle products like Oracle SOA Suite and Oracle Service Bus.

The application allows business users to model, collect, and monitor business-level metrics using web-based dashboards and reports, without the need to modify their already-deployed integrations and applications.

1.1 Preferences

The Preferences you set in Insight govern the features and the way you see the product. The preferences you update here are per user and do not propagate to other users who log in to the application.

Homepage Welcome Panel

This preference is On by default. You can switch it Off using the toggle button. If you switch off the Welcome panel, you cannot see the Welcome Panel containing the navigational shortcuts on the Home page.

Click Save to save the preference.

Figure 1-1 Welcome Panel Preference

Welcome Panel Preferences

With this preference On, the Welcome Panel looks like the screen below.

Figure 1-2 Welcome Panel

Welcome Panel
When the Homepage Welcome Panel preference is set to OFF, the Home page looks like the following screen:

Figure 1-3 Home Page without the Welcome Panel

Home Page without Welcome Panel

External Dashboard

This preference is Off by default. You can switch it On using the toggle button. If you switch On this preference, you can see the External Dashboards button on the Consoles page.

Figure 1-4 External Dashboard Preference

External Dashboard Preference

The appearance of the Dashboards page is as follows when the External Dashboard preference is On and Off.

External Dashboards Off and External Dashboards On

Click Save to save the preference.

Default Start Time Filter

This preference indicates the default value for all the start time filters on the Console page. The available options are:

  • Last 1 Day

  • Last 5 Days

  • Last 30 Days

  • Last 90 Days.

Note:

The time filter only changes what individual console pages show rather than the list of consoles.

Figure 1-5 Default Start Time Filter Preference

Default Start Time Filter Preference

Last 5 Days is the default option you see in the drop-down list, on your first visit to the Preferences page. Once you change the filter and save the preference, you will see the selected filter as default option in the drop-down list on your subsequent visit to this page. However, Last 5 Days is the default filter applied to all consoles unless you choose a different filter.

Click Save to save the preference.

Figure 1-6 Preference Page Buttons

Preference Page Buttons

Click Done to go back to the Home page.

Click Cancel to abort setting the preferences at any time.

Note:

If the preferences have already been applied, the Cancel button cannot undo the changes.

Milestone Dashboard View

You can use this preference to set the view on Milestone Dashboards page.

Select Combined if you want to see all the milestone dashboards (Passed Milestones, Active Instances, Instance Errors, Avg. Instance Completion Time) on the Milestone Dashboards page. Irrespective of the value you choose for this preference, the Milestone Summary Dashboard always appears on the Milestone Dashboards page.

Figure 1-7 Milestone Dashboard View Preference

Milestone Dashboard View Preference

Select Separated if you want to explicitly view a single milestone dashboard on the Milestone Dashboards page. The options available for this selection are as follows:

  • Passed Milestones

  • Active Instances

  • Instance Errors

  • Avg. Instance Completion Time

Milestone Dashboard View Preference Separated

The dashboard you select here will be the default dashboard displayed on the Milestone Dashboards page, until you choose another dashboard or change the preference. However, you can switch to other dashboards on the Milestone Dashboards page by clicking the relevant dashboard’s tile.

When working with huge data, you can improve the load time for Models and Consoles by choosing the Separated option for Milestone Dashboard View.

1.2 User Personas

Oracle Real-Time Integration Business Insight supports six user personas. The screens, features, and options that you see depend on the user profile with which you are logged in to the application. The product ships with application roles corresponding to each persona. It is important to note that users can be assigned to more than one role (persona).

For example, a user can be assigned to both the InsightBusinessUser and InsightModelCreator roles.

The available user personas are:

The role permissions of each of these users are discussed in detail in the subsequent sections.

1.2.1 InsightBusinessUser

The tasks that a user with the InsightBusinessUser role can perform are listed in the following table:

Table 1-1 Role Permissions of InsightBusinessUser

Can... Cannot...
  • Access Models

  • Update Models

  • Discard Draft Models

  • Export Models

  • Create Models

  • Map Milestones and Indicators

  • Delete Models

  • Create Connections

  • View/Create/Update Dashboards

  • Configure Reports

1.2.2 InsightIntegrationArchitect

The user with the role InsightIntegrationArchitect can perform the tasks listed in the following table:

Table 1-2 Role Permissions of InsightIntegrationArchitect

Can... Cannot...
  • Access Models

  • Update Models

  • Activate Models

  • Deactivate Models

  • Discard Draft Models

  • Delete Models

  • Export Models

  • Map Milestones and Indicators

  • Use Connections

  • Create Models

  • Create Connections

  • View/Create/Update Dashboards

  • Configure Reports

1.2.3 InsightExecutive

The user with the role InsightExecutive can perform the tasks listed in the following table:

Table 1-3 Role Permissions of InsightExecutive

Can... Cannot...
  • View Dashboards

  • Create Custom Dashboards

  • Update Dashboards

  • Configure Reports

  • Create Models

  • Map Milestones and Indicators

  • Discard Draft Models

  • Delete Models

  • Create Connections

1.2.4 InsightAdmin

The user with the role InsightAdmin can perform the tasks listed in the following table:

Table 1-4 Role Permissions of InsightAdmin

Can... Cannot...
  • Create Connections

  • View Dashboards

  • Create Custom Dashboards

  • Update Dashboards

  • Create Models

  • Access Models

  • Update Models

  • Import Models

  • Map Milestones and Indicators

  • Discard Draft Models

  • Delete Models

  • Export Models

  • Activate Models

  • Deactivate Models

  • Configure Reports

NA

Note:

InsightAdmin role has all the privileges. A user with this role acts as a Super User.

1.2.5 InsightModelCreator

The user with the role InsightModelCreator can create models and perform all actions on those models. This user is also the owner of the model. The tasks that a user with this role can perform are listed in the following table:

Table 1-5 Role Permissions of InsightModelCreator

Can... Cannot...
  • Create Models

  • Access Models

  • Update Models

  • Activate Models

  • Deactivate Models

  • Map Milestones and Indicators

  • Discard Draft Models

  • Delete Models

  • Import Models

  • Export Models

  • Use Connections

  • View Dashboards

  • Create Custom Dashboards

  • Update Dashboards

  • View Console

  • Configure Reports

  • Create Connections

1.2.6 InsightConnectionCreator

The user with the role InsightConnectionCreator can perform the tasks listed in the following table:

Table 1-6 Role Permissions for InsightConnectionCreator

Can... Cannot...
  • Create Connections

  • Delete Connections

  • Configure Connections

  • Create Models

  • Access/Update Models

  • View/Create/Update Dashboards

  • Map Milestones and Indicators

  • Configure Reports

1.3 Tasks A User Can Perform in Insight

Oracle Real-Time Integration Business Insight users can perform the following tasks based on their user roles.

For more information about the users and their role permissions, see User Personas.

  1. Create a model. Only users with the role InsightModelCreator/InsightAdmin can create models.

  2. Create milestones for the model, an initial milestone and a terminal milestone at the minimum. Only users with the role InsightModelCreator/InsightIntegrationArchitect/InsightBusinessUser/InsightAdmin can create milestones.

  3. Define indicators for each of the milestone. Though indicators are not mandatory for the milestones, each indicator needs to be associated with a milestone. Only users with the role InsightBusinessUser/InsightIntegrationArchitect/InsightModelCreator/InsightAdmin can create/define indicators.

  4. Create and test data connections. Only users with the role InsightConnectionCreator/InsightAdmin can create connections. Users with all the roles can test connections except for InsightBusinessUser/InsightExecutive.

  5. Map the milestones to implementation. Only users with the role InsightModelCreator/InsightIntegrationArchitect/InsightAdmin can create implementation mapping.

  6. Define extraction criteria for the indicators. Only users with the role InsightModelCreator/InsightIntegrationArchitect/InsightAdmin can define extraction criteria for the indicators.

  7. Save and activate the model. Only users with the role InsightModelCreator/InsightIntegrationArchitect/InsightAdmin can activate a model. However, a user with the role InsightBusinessUser can save the model though cannot activate the model.

  8. Discard, deactivate and delete a model. Only users with the role InsightModelCreator/InsightIntegrationArchitect/InsightAdmin can deactivate/delete a model. However, a user with the role InsightBusinessUser can discard the draft of a model though cannot deactivate/delete a model.

  9. View, create, and manage dashboards (use and view default dashboards; create and manage custom dashboards). Only users with the role InsightModelCreator/InsightExecutive/InsightAdmin can view, create, and manage dashboards.

  10. View or run the reports. Only users with the role InsightModelCreator/InsightExecutive/InsightAdmin can view or run the reports.