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Oracle9i Discoverer Administrator Administration Guide
Version 9.0.2
Part Number A90881-02
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Oracle Discoverer Navigation and Accessibility
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Part I Conceptual and task information
1 Introducing Oracle9
i
Discoverer Administrator
Introducing Oracle9
i
Discoverer Administrator
What is Oracle Discoverer?
What is Oracle9
i
Discoverer Administrator?
What is your role as a Discoverer manager?
Basic concepts for Discoverer managers
What is business intelligence?
What are relational databases, OLTP systems, and data warehouses?
What are the fundamental concepts behind a Discoverer system?
Introducing the End User Layer
Introducing business areas
Introducing folders and items
Introducing workbooks and worksheets
Introducing hierarchies and drills
Introducing summary folders
How does Discoverer work?
What are the steps to a successful Discoverer implementation?
What is involved in maintaining a Discoverer system?
What are the new features in Discoverer Administrator Version 9.0.2?
2 Getting Started with Discoverer Administrator
Getting started with Discoverer Administrator
What are the prerequisites for using Oracle Discoverer?
What are the system prerequisites?
What are the data access prerequisites?
How to start Discoverer Administrator
What is the Workarea?
About the tabs in the Workarea window
About the context sensitive menus in the Workarea window
About the Administration Tasklist
About Discoverer Administrator documentation and online help
3 Creating and maintaining End User Layers
Creating and maintaining End User Layers
What is an End User Layer?
Why is the End User Layer useful?
What are End User Layer owners?
What privileges do you need to create an End User Layer in an Oracle database?
What privileges do you need to create an End User Layer in a non-Oracle database?
What privileges do you need to maintain an End User Layer?
What is the EUL Gateway?
How to create an End User Layer for an existing database user
How to create an End User Layer in a new database user
How to delete an End User Layer
How to view or change the default End User Layer
About copying EULs and EUL objects by exporting and importing
Which export/import method do you use?
About using the Discoverer Export Wizard and Import Wizard
About using the Discoverer command line interface to export/import EUL objects
About using the standard database export/import commands to export/import EUL owners
How to export the entire EUL using the Export Wizard
How to export selected business areas using the Export Wizard
How to export selected EUL objects using the Export Wizard
How to export End User Layer objects (to import to another database) using the Discoverer command line interface
How to import End User Layer objects to a database (after export from another database) using the Discoverer command line interface
How to export an EUL using the standard database export utility
How to import an EUL using the standard database import utility
How to import EUL objects from a file using the Import Wizard
Notes about EUL creation and maintenance
What are identifiers?
What are the space requirements and storage parameters for a typical EUL?
What are the EUL data migration scenarios with analytic functions?
4 Creating and maintaining business areas
Creating and maintaining business areas
What are business areas?
How to prepare to build a new business area
What is the Load Wizard?
How to create a business area using the Load Wizard
Loading from the online dictionary
Loading from a Gateway
Selecting tables and views
Specifying what Discoverer Administrator generates for the business area
Naming the business area, specifying object name and sorting options
How to open an existing business area when connecting to Discoverer Administrator
How to open an existing business area when already connected to Discoverer Administrator
How to copy business areas between EULs
How to edit business area properties
How to delete a business area
How to synchronize a business area with the database
Notes about business area creation and maintenance
Why might a business area (or folders within it) not be visible to a user?
5 Creating and maintaining folders
Creating and maintaining folders
What are folders?
What are simple folders?
What are complex folders?
What are the benefits of using complex folders instead of database views?
What are custom folders?
What are the differences between custom folders and simple folders?
Examples of custom folders
About dependencies between folders
About sharing folders across business areas
How to create simple folders from the database
How to create complex folders
How to create custom folders
How to edit folder properties
How to edit a custom folder's SQL statement
How to delete folders from a business area
How to assign folders to a business area
How to assign a folder to multiple business areas
How to sort folders in a business area
How to sort items in a folder
How to re-order folders in a business area
How to validate folders in a business area
6 Managing connections to Discoverer
Managing connections to Discoverer
What are Discoverer connections?
About types of connection
About user-defined connections
About public connections
About the Discoverer connections page
How to create public connections
How to enable Discoverer users to create user defined connections
7 Controlling access to information
Controlling access to information
About Discoverer and security
About Discoverer access permissions
About Discoverer task privileges
How to specify a user or role (responsibility) that can access a business area
How to specify the business areas a user or role (responsibility) can access
How to specify the tasks a user or role (responsibility) can perform
How to specify a user or role (responsibility) to perform a specific task
How to set query retrieval limits
How to set scheduled workbook limits
8 Scheduling workbooks
Scheduling workbooks
What are workbooks and scheduled workbooks?
Why schedule workbooks?
What happens when an end user schedules a workbook?
What Oracle database features support workbook scheduling?
Where to store the results of scheduled workbooks?
What are the prerequisites for scheduling workbooks?
How to confirm that the DBMS_JOB package is installed
How to specify the owner of the tables containing scheduled workbooks results
How to control the frequency that the server checks for new scheduled jobs
How to view and manage scheduled workbooks
About scheduled workbooks and compatibility between the current version of Discoverer and previous releases
9 Maintaining items and item classes
Maintaining items and item classes
What are items?
What are item classes?
What are lists of values?
About setting up lists of values
What are alternative sorts?
Examples of different ways to implement alternative sorts
Example 1: Using a custom folder to implement alternative sorts
Example 2: Using a database table to implement alternative sorts
Example 3: Using a calculated item and a DECODE statement to implement
alternative sorts
What is drill to detail?
About setting up drill to detail
What are date items?
What are date format masks?
About truncating date items and the EUL_DATE_TRUNC function
About applying conditions to truncated date items
About drilling out to other applications
How to edit item properties
How to create a LOV item class
How to create an alternative sort item class
How to create a drill to detail item class
How to create a list of values using a custom folder
How to edit an item class
How to add items to an item class
How to add items to an item class using drag and drop
How to add items to an item class using the Edit Item Class dialog
How to add items to an item class using the Item Properties dialog
How to remove items from an item class
How to remove items from an item class using a popup menu
How to remove items from an item class using the Edit Item Class dialog
How to remove items from an item class using the Item Properties dialog
How to view the items that use an item class
How to view the list of values for an item
How to view the list of values for an item class
How to delete items and item classes
Notes about maintaining items and item classes
Notes about items based on columns with user-defined datatypes
10 Creating and maintaining joins
Creating and maintaining joins
What are joins?
What are single item joins and multi item joins?
About one-to-one join, one-to-many, and many-to-many joins
How to create single item joins
How to create multi-item joins
How to edit join properties
How to edit joins
How to delete joins
What is a fan trap?
What to do if you set up a fan trap inside a complex folder
What to do if you have a data type mismatch in a join
How to create a new item that converts the Day of Week item from a varchar to a date data type
How to create a join between two items that have the same data type
11 Creating and maintaining calculated items
Creating and maintaining calculated items
What are calculated items?
What are derived items?
What are aggregate calculated items?
What restrictions apply to aggregate calculated items?
What are the differences between analytic functions and aggregate calculated items?
What are aggregate derived items?
Example of an aggregate derived item
How to create calculated items
How to edit calculated item properties
How to edit calculated items
How to delete calculated items
Why do you need PL/SQL functions?
What are custom PL/SQL functions?
About registering custom PL/SQL functions
How to register custom PL/SQL functions automatically
How to register custom PL/SQL functions manually
12 Creating and maintaining conditions
Creating and maintaining conditions
What are conditions?
About condition categories
How do conditions work in Discoverer?
What are the different types of condition?
How to create simple conditions
How to create advanced conditions
How to edit conditions
How to edit condition properties
How to delete conditions
Example conditions
Example 1: Using a condition to find data for the year 2002
Example 2: Using a condition to find sales in the last seven days
Example 3: Using a condition to find shipments in Quarter 3
About outer joins and the DisableAutoOuterJoinsOnFilters registry setting
Example 1: No condition applied
Example 2: Condition applied to query and DisableAutoOuterJoinsOnFilters set to 1 (switched off)
Example 3: Condition applied to query and DisableAutoOuterJoinsOnFilters set to 0 (switched on)
How to create row level security using a mandatory condition
How to enable summary folders if a source folder includes a mandatory condition (e.g. with row level security)
13 Creating and maintaining hierarchies
Creating and maintaining hierarchies
What are hierarchies?
What are item hierarchies?
What are date hierarchies?
What are date hierarchy templates?
About date hierarchies and performance
Example of how a date hierarchy can affect performance in Discoverer Plus
Example of how performance can be retained
How to create item hierarchies
How to create date hierarchies and templates
How to edit item hierarchies
How to edit date hierarchy templates
How to apply a date hierarchy template to a date item
How to set the default date hierarchy template
How to delete item hierarchies or date hierarchy templates
How to modify default date hierarchies that use date format 'RR' following upgrade to Oracle9
i
Discoverer Administrator
14 Managing summary folders
Managing summary folders
About folders and summary folders in Discoverer
What are summary folders?
What are Discoverer summary tables?
What are materialized views?
What is Automated Summary Management (ASM)
How does ASM work?
What are the prerequisites for creating summary folders with ASM?
What are the different ways to run ASM and when do you use them?
What is the ASM policy?
Why must you refresh summary data?
What happens when a summary folder is refreshed?
How to run ASM using the Summary Wizard
How to run ASM after bulk load using the Load Wizard
How to run ASM using the command line interface
How to run ASM using a batch file and the operating system scheduler
How to configure the database for summary folders
How to confirm that DBMS_JOB is installed for summary management
How to grant the privileges needed to create summary folders
How to determine and reset tablespace quotas
How to check object/schema name
How to set the start time for summary processing
Limiting the number of processing requests that can run simultaneously
15 Creating summary folders manually
Creating summary folders manually
What is manual summary folder creation?
What are the prerequisites for creating summary folders manually in Discoverer?
What are summary combinations?
What to consider when defining summary combinations?
Guidelines for setting up summary combinations
When will an expression use a summary folder?
How to create summary folders based on items in the EUL
How to create summary folders based on users' queries
How to create summary folders based on external summary tables
How to manually refresh a summary folder
How to edit the properties of summary folders
How to edit summary folders
How to edit database storage properties of summary combinations for a
summary folder
How to delete summary folders
How to view the status of the summary tables/materialized views for a
summary folder
16 Additional information about summary folders
Additional information about summary folders
What is the context and future for Discoverer's use of summary tables/materialized
views?
What is query rewrite?
What are the conditions for query rewrite by Discoverer?
About viewing the SQL and execution plan for query rewrite in Discoverer
About configuring how Discoverer displays SQL in the SQL Inspector dialog
Examples of execution plan (in Discoverer) using/not using a materialized view
Example of the SQL (in Discoverer) where Discoverer rewrites the query
Example illustrating the advantages of rewriting a query to use a summary table
What characteristics differ between summary folders in Oracle 8.1.5 databases (or earlier) and Oracle 8.1.7 databases (or later)?
What is different about summary folders that are based on external summary tables?
What is different between mapping external summary tables and views to EUL items, with Oracle 8.1.7 databases (or later)
About refresh options for Oracle 8.1.7 databases (or later)
About refreshing summary folders following import between Oracle databases
17 Using Discoverer with Oracle Applications
Using Discoverer with Oracle Applications
What are Oracle Applications?
What are Oracle Applications responsibilities?
What features does Discoverer support for Oracle Applications users?
What are the prerequisites for using Discoverer with Oracle Applications?
What is different about running Discoverer in Oracle Applications mode?
Differences with the Discoverer Connect dialog in Oracle Applications mode
Differences with Discoverer security in Oracle Applications mode
Differences with Discoverer summary folders in Oracle Applications mode
Differences with Discoverer and secure views/language settings in
Oracle Applications mode
How to configure the Connect dialog for Oracle Applications users
How to create an Oracle Applications EUL
How to grant task privileges to all Oracle Applications users via the Public user
How to specify the Oracle Applications users/responsibilities who can access a
business area
How to specify the business areas that an Oracle Applications user/responsibility
can access
How to specify the tasks an Oracle Applications user or responsibility can perform
How to specify the Oracle Applications users/responsibilities who can perform a specific task
18 Using Discoverer with components of Oracle9
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Application Server
Using Discoverer with components of Oracle9
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Application Server
Using Discoverer with Oracle9
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AS Enterprise Manager
Using Discoverer with Oracle9
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AS Reports
Using Discoverer with Oracle9
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AS Web Cache
Using Discoverer with Oracle9
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Warehouse Builder
Using Discoverer with Oracle9
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AS Login Server
Using Discoverer with Oracle9
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AS Portal
What is Oracle9
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AS Portal?
About Oracle9
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AS Portal
What you need to publish Discoverer content in Oracle9
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AS Portal
About portlet types available in Discoverer
About the List of database workbooks portlet
About the Worksheet portlet
About adding portlets
How to add a list of database workbooks portlet
How to add a worksheet portlet
How to edit a portlet
19 EUL status workbooks
EUL status workbooks
What are EUL status workbooks?
About the Discoverer EUL V5 business area
How to install the standard EUL status workbooks
How to install Oracle Applications EUL status workbooks
How to run Oracle Applications EUL status workbooks
How to uninstall the Discoverer EUL V5 business area
About the EUL Data Definition workbook
About the Query Statistics workbook
Notes on EUL status workbooks and the table DBA_JOBS_RUNNING
20 Predicting query performance
Predicting query performance
About predicting query performance
How does query prediction work in Discoverer Plus?
Why might query prediction not be available?
About improving the speed and accuracy of query prediction
How to make the necessary database views available for query prediction
How to verify and change the timed_statistics parameter for query prediction
How to analyze data tables
How to verify and change the optimizer_mode parameter for query prediction
How to reduce long query prediction times
How to use query prediction with secure views
How to delete old query prediction statistics
21 Discoverer command line interface
Discoverer command line interface
What is the Discoverer command line interface?
What is a command?
What is a command modifier?
About using the Discoverer command line interface
What privileges are required to run the command line interface?
Notes on using commands
What command syntax conventions does this guide use?
What is the syntax for commands?
Examples of commands
What is a command file?
How to create a command file
How to run a command file
Examples of command files
Quick guide to Discoverer Administrator commands
Discoverer Administrator command reference
/?
/apps_fndnam
/apps_user
/asm
/cmdfile
/connect
/create_eul
/create_eul /apps_mode
/delete
/delete_bus_area
/delete_eul
/export (EUL objects)
/import (Business Area)
/import (EUL objects)
/load
/refresh_bus_area
/refresh_folder
/refresh_summary
Discoverer Administrator command modifier reference
/aggregate
/all
/apps_grant_details
/apps_responsibility
/apps_security_group
/asm_space, /asm_tablespace
/audit_info
/ba_link
/business_area
/capitalize
/condition
/date_hierarchy
/db_link
/description
/eul
/eul_language
/external_element
/folder
/function
/hier_node
/hierarchy
/identifier
/insert_blanks
/item
/item_class
/join
/keep_folder
/keep_format_properties
/log
/log_only
/lov
/object
/overwrite
/parameter
/password
/private
/refresh
/remove_prefix
/rename
/schema
/show_progress
/sort_folders
/sort_items
/source
/summary
/user
/workbook
/xmlworkbook
Discoverer Desktop command reference
/?
/batch
/connect
/export
/open
/opendb
/parameter
/p
/pt
/sheet
22 Discoverer registry settings
Discoverer registry settings
What are Discoverer registry settings?
About Discoverer Plus and Discoverer Viewer registry settings
About Discoverer Administrator and Discoverer Desktop registry settings
What are the Discoverer Administrator and Discoverer Desktop registry settings?
How to edit Discoverer Administrator and Discoverer Desktop registry settings
23 Discoverer support for Oracle Rdb, and non-Oracle databases
Discoverer support for Oracle Rdb and non-Oracle databases
Discoverer support for Oracle Rdb
What are the software requirements for using Discoverer with Oracle Rdb?
Which Discoverer features are not supported by Oracle Rdb?
Which Discoverer features are partially supported by Oracle Rdb?
Discoverer support for non-Oracle databases using native ODBC drivers
What are the software requirements for Discoverer to support non-Oracle databases using native ODBC drivers?
Which Discoverer features are not supported by non-Oracle databases using native ODBC drivers?
Which Discoverer features are only partially supported by non-Oracle databases using native ODBC drivers?
Which Discoverer features are implemented differently by non-Oracle databases using native ODBC drivers?
Why does Discoverer require a list of known database users?
How to use Discoverer with non-Oracle databases using native ODBC drivers
Discoverer support for non-Oracle databases using generic connectivity
What is generic connectivity?
How to set up generic connectivity
What are the advantages of using generic connectivity?
Discoverer support for non-Oracle databases using the Transparent Gateway
24 Upgrading to Discoverer Version 9.0.2
Upgrading to Discoverer Version 9.0.2
About upgrading to Discoverer Version 9.0.2
What are the prerequisites for upgrading to Discoverer Version 9.0.2?
Upgrade step 1: Back up the Release 4.1 EUL
Upgrade step 2: Upgrade the Release 4.1 EUL
Upgrade step 3: Refresh summary folders
Upgrade step 4: Migrate users to Discoverer Version 9.0.2
Upgrade step 5: Remove the Release 4.1 EULs
Upgrade step 6: Remove Discoverer Release 4.1 products from client machines
Notes about upgrading to Discoverer version 9.0.2
Notes about upgrading Oracle Applications EULs
Notes about upgrading EULs that contain analytic functions
Part II Reference information
25 Reference dialogs
Reference dialogs
List of reference dialogs
Add Combinations of Items dialog
Add Items to Summary Folder dialog
Alphabetical Sort dialog
Business Area Properties dialog
Changing Identifier Warning dialog
Choose Folder dialog (Item, Condition, Join)
Condition Properties dialog
Choose user or table/view dialog
Confirm Business Area Delete dialog
Confirm Delete dialog
Confirm Folder Delete dialog
Create EUL Wizard dialog
Connect dialog
Create EUL Wizard: Step 2 dialog (Oracle Applications users)
Create EUL Wizard: Step 2 dialog
Custom Folder dialog
Custom Folder Properties dialog
Workarea: Data tab
Database Information dialog
Database Storage Properties dialog: List of tabs
Database Storage Properties dialog: 8i Properties tab
Database Storage Properties dialog: Mappings tab
Database Storage Properties dialog: Properties tab
Database Storage Properties dialog: Tablespaces tab
Date formats dialog
Delete EUL dialog
Edit Calculation dialog
EUL Manager dialog
EUL Upgrade Error dialog
EUL Upgrade dialog
Export Wizard Step 1 dialog
Export Wizard: Step 2 dialog (selected business areas)
Export Wizard Step 2 dialog (choose objects)
Export Wizard dialog - final step - save file
Save As dialog
Folder Properties dialog
General tab
Dependents tab
Components tab (complex folders)
Workarea: Hierarchies tab
Hierarchy Wizard dialog
Impact dialog
Import PL/SQL Functions dialog
Import Wizard: Step 1 dialog
Import Wizard: Step 2 dialog
Import Wizard: Step 3 dialog
Install Tutorial Wizard Step 3 dialog
Install/Uninstall Tutorial Wizard Step 1 dialog
Install Tutorial Wizard Step 1
Uninstall Tutorial Wizard Step 1
Install/Uninstall Tutorial Wizard Step 2 dialog
Install Tutorial Wizard Step 2
Uninstall Tutorial Wizard Step 2
Item Class Wizard dialog
Item Class Wizard: Advanced options for list of values dialog
Item Class Wizard: Choose Attributes dialog
Item Class Wizard: Select Item dialog (if you chose alternative sort)
Item Class Wizard: Select Item dialog (on which to base LOV)
Item Class Wizard dialog (select items that use this item class)
Workarea: Item Classes tab
Item Properties dialog
Items dialog
Items that use date hierarchy dialog
Join Options dialog
Join Properties dialog
General
Dependents
Load Wizard: Step 1 dialog
Load Wizard: Step 2 dialog
Load Wizard: Step 3 dialog
Load Wizard: Step 4 dialog
Load Wizard: Step 5 dialog
Manage Folders dialog: Business Area > Folder tab
Manage Folders dialog: Folder > Business Area tab
Manage Scheduled Workbooks dialog
Name hierarchy dialog
Name Summary Folder dialog
For summary folders based on summary tables or materialized views
For summary folders based on external summary tables
New Condition dialog (Advanced)
New Condition dialog (Choose object for)
New/Edit Condition dialog
New Date Format dialog
New Item dialog (Choose Folder for Item)
New Item dialog
New Join dialog (Choose folder)
New Join/Edit Join dialog
New Multi-Item Join dialog
Online Dictionary Options dialog
Open Business Area dialog
Options dialog: Default EUL tab
Options dialog: Connection tab
Connection tab
PL/SQL Functions dialog: Arguments tab
PL/SQL Functions dialog: Functions tab
Privileges dialog: Privileges tab
Privileges dialog: Query Governor tab
Privileges dialog: Scheduled Workbooks tab
Privileges dialog: User/Role tab
Properties dialogs
Refresh Business Area dialog
Refresh Summaries dialog
Refresh Summary Folder dialog
For summary folders (based on Discoverer summary tables or materialized views) refreshed by Discoverer
For summary folders (based on external summary tables) refreshed by another
application
Refresh Wizard dialog
Refresh Wizard Step 1
Refresh Wizard Step 2
Repository Users dialog
Responsibilities dialog
Schedule Workbooks dialog: General tab
Schedule Workbook dialog: Schedule tab
Security dialog: Business Area - > User tab
Security dialog: Users - > Business Area tab
Select Default EUL dialog
Select items to include in this hierarchy dialog
Workarea: Summaries tab
Summary Properties dialog
Summary Wizard (ASM): List of dialogs
Summary Wizard (ASM): Change default settings: List of dialog tabs
Summary Wizard (ASM): Change default settings dialog: Folders tab
Summary Wizard (ASM): Change default settings dialog: Analyze tab
Summary Wizard (ASM): Change default settings dialog: Deletion tab
Summary Wizard (ASM): Change default settings dialog: Query Usage tab
Summary Wizard (ASM): Change default settings dialog: Query User tab
Summary Wizard (ASM): Not Analyzed dialog
Summary Wizard (ASM): Recommended Summaries dialog
Summary Wizard (ASM): Step 2 Analyze Folders dialog
Summary Wizard (ASM): Step 3 Allocate Space dialog
Summary Wizard: Step 1 dialog
Summary Wizard: Step 2 dialog
Use Query Statistics dialog
Using External Tables dialog
Using Help
Values dialog
Glossary
Index
Copyright © 2002 Oracle Corporation.
All Rights Reserved.
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