Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I General New Features

1 Oracle BI Answers-Based Metadata Dictionary Feature in Release 10.1.3.3

• 1.1 Overview of Accessing the Metadata Dictionary from Oracle BI Answers
• 1.2 Configuration for the Oracle BI Answers-Based Metadata Dictionary Feature

2 Multi-Select Dashboard Prompts Feature in Release 10.1.3.3

• 2.1 Overview of Multi-Select Dashboard Prompts
• 2.2 Configuration for the Multi-Select Dashboard Prompts Feature

3 Office Integration with BI Dashboard Feature in Release 10.1.3.3

• 3.1 Overview of Integration with Dashboards
• 3.2 Configuration for the Office Integration with BI Dashboard Feature

4 Dashboard Link Types Feature in Release 10.1.3.3

• 4.1 Using Bookmark Links
• 4.2 Using Prompted Links
• 4.3 Configuration for the Dashboard Prompt Types Feature

5 Import Oracle Catalog Feature in Release 10.1.3.3

6 Embedded Database Functions Feature in Release 10.1.3.3

• 6.1 EVALUATE Function
• 6.2 EVALUATE_AGGR Function
• 6.3 EVALUATE_PREDICATE Function

7 Drag and Drop XMLA Metadata Objects Feature in Release 10.1.3.3

8 Catalog Manager Enhancements in Release 10.1.3.3

• 8.1 General Enhancements for Catalog Manager
• 8.2 Copying and Pasting in Catalog Manager
• 8.3 General Fixes for Catalog Manager
• 8.4 Upgrading Catalogs for EBA
• 8.5 Guidelines for Object Names
• 8.6 File System Guidelines for Catalogs
  • 8.6.1 Handling Users of the Catalog
  • 8.6.2 Handling Heterogeneous Nodes
  • 8.6.3 Handling Catalog Files on Various Platforms
  • 8.6.4 Known Issues with Catalog Files
• 8.7 Limitations and Workarounds in Catalog Manager

9 General New Features in Release 10.1.3.3.1

• 9.1 Oracle Business Intelligence Installer Deploys BI Components into One OC4J Container
  • 9.1.1 Upgrading to 10.1.3.3.1 from a BIEE 10.1.3.x Release Before 10.1.3.3.1
• 9.2 DataDirect Connect ODBC Drivers for Linux and UNIX Operating Systems Bundled with Release 10.1.3.3.1
  • 9.2.1 Using the DataDirect Connect ODBC Drivers
    • 9.2.1.1 For Connectivity to Microsoft SQL Server Database
    • 9.2.1.2 For Connectivity to Sybase ASE Database
    • 9.2.1.3 For Connectivity to Informix Database
• 9.3 Support for Charts in Arabic, Thai, and Hebrew
  • 9.3.1 Prerequisites
  • 9.3.2 Integrate the Data Sources
    • 9.3.2.1 Adding the Oracle BI Server as a Data Source
    • 9.3.2.2 Integrating with Presentation Services
  • 9.3.3 Create a Report and Layout in BI Publisher
  • 9.3.4 Embed the BI Publisher Report in a Dashboard
  • 9.3.5 Supported Graph Types
  • 9.3.6 Known Limitations

10 General New Features in Release 10.1.3.3.2

• 10.1 Support for Hyperion Essbase as a Data Source
  • 10.1.1 Supported Versions of Hyperion Essbase with Oracle BI EE 10.1.3.3.2
  • 10.1.2 Enabling the Use of Hyperion Essbase as a Data Source
    • 10.1.2.1 Essbase Client Libraries
    • 10.1.2.2 BI Server Configuration for UNIX and Linux Platforms
    • 10.1.2.3 Import Process
  • 10.1.3 Guidelines and Limitations
    • 10.1.3.1 Measures
    • 10.1.3.2 Unique Member Names
    • 10.1.3.3 Time Series Functions
    • 10.1.3.4 Evaluate Function for MDX Sources
    • 10.1.3.5 User-Defined Attributes
    • 10.1.3.6 Substitution Variables
    • 10.1.3.7 Attribute Dimensions
    • 10.1.3.8 Unbalanced Hierarchies
• 10.2 Using BI EE OC4J Components with IIS Through the IIS Plug-In
  • 10.2.1 Prerequisites
  • 10.2.2 Configuration Steps

11 General New Features in Release 10.1.3.3.3

12 General New Features in Release 10.1.3.4

• 12.1 Overview of New Features
• 12.2 Migration of Oracle BI Discoverer Metadata
• 12.3 New Line Chart for Time Series Data
• 12.4 New Sample Oracle BI Application and Data Set
  • 12.4.1 OBI EE Web Dashboard Samples
  • 12.4.2 Oracle BI EE RPD Constructs Samples
• 12.5 Integration with Oracle Enterprise Performance Management Workspace, Fusion Edition
  • 12.5.1 Overview of the Integration
  • 12.5.2 Documentation for the Integration
    • 12.5.2.1 Installation Documentation for the Integration
    • 12.5.2.2 Integration of Oracle BI Answers, Interactive Dashboards, and Delivers, with EPM Workspace
    • 12.5.2.3 Integration of Oracle BI Publisher with EPM Workspace
  • 12.5.3 Installing and Configuring Oracle BI Presentation Services with EPM Workspace
    • 12.5.3.1 Registering the Oracle BI Presentation Services Components with the Hyperion Registry
    • 12.5.3.2 Specifying the External Login for Single Sign-On with EPM Workspace
    • 12.5.3.3 Configuring Javahost to Enable the Hyperion Common Security System Authenticator
    • 12.5.3.4 Specifying the Hyperion_Home Environment Variable
    • 12.5.3.5 Configuring the Repository to Use a Custom Authenticator
    • 12.5.3.6 Configuring the Web Server for EPM Workspace
    • 12.5.3.7 Verifying the Web Server Configuration
    • 12.5.3.8 Provisioning Hyperion Shared Services Users in Oracle BI Presentation Services
  • 12.5.4 Using Oracle BI Presentation Services Components in EPM Workspace, Fusion Edition
    • 12.5.4.1 Specifying Oracle BI Preferences Within EPM Workspace
    • 12.5.4.2 Performing Oracle BI Presentation Services Administration Tasks Within EPM Workspace
    • 12.5.4.3 Launching Oracle BI Presentation Services Components in EPM Workspace
    • 12.5.4.4 Using BI Answers
    • 12.5.4.5 Using BI Interactive Dashboards
    • 12.5.4.6 Using BI Delivers
• 12.6 Integration with Oracle Smart Space, Fusion Edition
  • 12.6.1 Overview of the Integration
  • 12.6.2 Documentation for the Integration
    • 12.6.2.1 Installation Documentation for the Integration
    • 12.6.2.2 Integration of Oracle BI Answers, Interactive Dashboards, and Delivers with Oracle Smart Space
    • 12.6.2.3 Integration of Oracle BI Publisher with Oracle Smart Space
  • 12.6.3 Performing Oracle BI Tasks in Smart Space
    • 12.6.3.1 Tasks from Right-Click Menus
    • 12.6.3.2 Folder Management
    • 12.6.3.3 Oracle BI Delivers iBots
    • 12.6.3.4 Authentication
  • 12.6.4 Downloading Oracle Smart Space and Smart View from Oracle BI Presentation Services
    • 12.6.4.1 Setting Up to Download Oracle Smart Space and Smart View from Oracle BI Presentation Services
    • 12.6.4.2 Initiating the Download
• 12.7 Certification of Oracle WebLogic Server 10.x
  • 12.7.1 Configuring Oracle BI EE for WebLogic Server
  • 12.7.2 Configuring Oracle BI Publisher for WebLogic Server

13 General New Features in Release 10.1.3.4.1

• 13.1 Configuring for Connections to EPM Workspace
• 13.2 Validating the Catalog
  • 13.2.1 Process: Validating the Catalog
  • 13.2.2 Important Guidelines for Validating the Catalog
  • 13.2.3 Performing a Basic Validation of the Catalog
  • 13.2.4 Specifying the Elements for Validating the Catalog

14 General New Features in Release 10.1.3.4.2

• 14.1 Support for SAP/BW Variables
• 14.2 Enhancements for Catalog Manager
  • 14.2.1 General Enhancements
  • 14.2.2 Creating Reports
  • 14.2.3 Obtaining Audit Trail Information for Objects

Part II New Features for Oracle BI Publisher

15 Oracle BI Publisher Template Builder Enhancements in Release 10.1.3.3

• 15.1 Changes to the Oracle BI Publisher Menu
• 15.2 Integration with Oracle BI Discoverer
• 15.3 Microsoft PowerPoint Output Support
• 15.4 Advanced Form Field Support
  • 15.4.1 Edit Data Fields
  • 15.4.2 Advanced Tab
  • 15.4.3 Insert and Edit Repeating Groups
    • 15.4.3.1 Creating Repeating Groups
    • 15.4.3.2 Create Grouping Fields Around a Block
  • 15.4.4 Insert Conditional Formatting
  • 15.4.5 Inserting and Editing Conditional Regions
• 15.5 Chart Builder Enhancements
  • 15.5.1 Support for Charts Inside a Grouping
  • 15.5.2 New Chart Types
  • 15.5.3 New Chart Subtypes

16 Flash Templates for Oracle BI Publisher in Release 10.1.3.3

• 16.1 Changes to the BI Publisher User Interface
• 16.2 Prerequisites
• 16.3 Building Templates
  • 16.3.1 Adding the Data Source
  • 16.3.2 Creating the Layout
    • 16.3.2.1 Adding a Chart
  • 16.3.3 Data Binding
    • 16.3.3.1 Binding the DataGrid
    • 16.3.3.2 Binding the Chart
• 16.4 Loading Templates
• 16.5 Setting Properties for PDF Output
• 16.6 Summary

17 Oracle BI Publisher PowerPoint Output in Release 10.1.3.3

• 17.1 Supported Versions of PowerPoint
• 17.2 Configuring Fonts for BI Publisher Server
• 17.3 Configuring Fonts for BI Publisher Template Builder
• 17.4 Usage and Limitations

18 Oracle BI Publisher Integration with Oracle BI Discoverer in Release 10.1.3.3

• 18.1 Configuring the Oracle BI Publisher and Discoverer Integration
  • 18.1.1 Step 1: Install the Discoverer Web Service
  • 18.1.2 Step 2: Install Oracle BI Publisher 10.1.3
  • 18.1.3 Step 3: Configure Discoverer to Use Oracle Application Server Identity Management
  • 18.1.4 Step 4: Set Up a Dedicated User to Access the Discoverer Web Service from Oracle BI Publisher
  • 18.1.5 Step 5: Configure Oracle BI Publisher to Use the Discoverer Web Service
  • 18.1.6 Discoverer Web Service Configuration Settings
• 18.2 Creating Reports Based on Discoverer Worksheets
  • 18.2.1 About Creating a Report Based on a Discoverer Worksheet
  • 18.2.2 Creating a Report Directly Through the Oracle BI Publisher Web Interface
  • 18.2.3 Creating a Report Indirectly Through Oracle BI Publisher Template Builder
    • 18.2.3.1 About Creating Layout Templates
    • 18.2.3.2 Creating a Layout Template Offline
    • 18.2.3.3 Creating a Layout Template Online
    • 18.2.3.4 Viewing and Scheduling Reports
  • 18.2.4 Prerequisites, Limitations, and Known Issues
    • 18.2.4.1 Prerequisites
    • 18.2.4.2 Limitations
    • 18.2.4.3 Known Issues

19 Performance Improvements for Oracle BI Publisher in Release 10.1.3.3

• 19.1 Multithreading for Bursting
• 19.2 Multithreading for Document Generation

20 Converting Reports from Oracle Reports to Oracle BI Publisher in Release 10.1.3.3

• 20.1 Overview
• 20.2 Prerequisites
  • 20.2.1 Reports and Oracle Reports XML Format
  • 20.2.2 Update CLASSPATH with Needed JAR Files
  • 20.2.3 JDK Version 1.1.8
• 20.3 Conversion Utility
  • 20.3.1 Output Files
• 20.4 Upload PL/SQL Package to the Database
• 20.5 Putting Converted Reports into the BI Publisher Repository
• 20.6 Testing and Tweaking the Reports
  • 20.6.1 Data Template and PL/SQL Files
  • 20.6.2 RTF Layout Template File

21 Support for Digital Signature in PDF Documents in Release 10.1.3.3

• 21.1 Introduction
• 21.2 Prerequisites
• 21.3 Limitations
• 21.4 Integration with BI Publisher
  • 21.4.1 Digital Signature ID Registration and Allowed Role Assignment
  • 21.4.2 Specify the Signature Display Field or Location
    • 21.4.2.1 Designating a Field in a PDF Template for the Digital Signature
    • 21.4.2.2 Specifying a Location in the Document to Insert the Digital Signature (for RTF and PDF Templates)
  • 21.4.3 Running and Signing Reports with the Digital Signature
  • 21.4.4 Additional PDF Security Features

22 Support for PostScript Printers in Release 10.1.3.3

• 22.1 Introduction
• 22.2 Setting Up the Print Server to Use the Converter
• 22.3 Limitations

23 Additional New Features in BI Publisher Release 10.1.3.3

• 23.1 Support for CSV Output
• 23.2 Report Definition Features
• 23.3 Report Viewing Features
• 23.4 New Property for LDAP Security Model

24 New Features in BI Publisher Release 10.1.3.3.1

• 24.1 Time Out Value for Web Service Data Sources
• 24.2 Bidirectional Function for eText Data Fields
• 24.3 Default Repository

25 New Features in BI Publisher Release 10.1.3.3.2

• 25.1 Support for Document Cache
• 25.2 Support for New Output Types

26 New Features in BI Publisher Release 10.1.3.3.3

• 26.1 BI Publisher Scheduler Setup Updates Including the Bundling of DataDirect Connect for JDBC Drivers
  • 26.1.1 Recommendations for Using DataDirect Connect or Native Database Drivers
  • 26.1.2 Setting Up a Connection to Your Scheduler Database Using the DataDirect Connect for JDBC Drivers
    • 26.1.2.1 Entering Connection Information for IBM DB2
    • 26.1.2.2 Entering Connection Information for Microsoft SQL Server
    • 26.1.2.3 Entering Connection Information for Oracle
    • 26.1.2.4 Entering Connection Information for MySQL
  • 26.1.3 Setting the BLOB Column Size
• 26.2 "Link to This Report" Can Now Be Set as a Report Option
• 26.3 Enhanced Support for Pagination Control in RTF Output
  • 26.3.1 Support for "Keep Paragraph with the Next Paragraph"
  • 26.3.2 Keep Paragraph Intact
  • 26.3.3 Support for Table "Heading Rows Repeat"
  • 26.3.4 Support for "Table Row Keep Together"
• 26.4 Support for Multiple Cascading Parameters
• 26.5 Support for Vertical Alignment of External Graphics
• 26.6 Support for Multiple Currency Symbol Displays in Report
  • 26.6.1 Sample Usage

27 BI Publisher Web Services, Releases 10.1.3.3.1, 10.1.3.3.2, and 10.1.3.3.3

• 27.1 Overview of the Oracle BI Publisher Web Services
  • 27.1.1 Functionality Overview
  • 27.1.2 WSDL Definition for PublicReportService
• 27.2 Oracle BI Publisher Web Services Data Types
  • 27.2.1 Base Data Types
  • 27.2.2 XML-to-Java Data Type Mappings
  • 27.2.3 Complex Types
• 27.3 Oracle BI Publisher Web Services Operations
  • 27.3.1 About Using the Code Samples
  • 27.3.2 Operations for Validation of Privileges
  • 27.3.3 Operations to Get Information About Reports and the Repository
  • 27.3.4 Operations to Run and Schedule Reports
  • 27.3.5 Messages for Errors
• 27.4 Debugging Web Service Applications
• 27.5 Oracle BI Publisher Web Services WSDL

28 New Features in BI Publisher Release 10.1.3.4

• 28.1 Integration with Oracle Enterprise Performance Management Workspace
• 28.2 Integration with Oracle Smart Space
• 28.3 Support for Multidimensional Data Sources
• 28.4 Enhancements to the BI Publisher Web Service
• 28.5 Support for "After Report" Triggers
• 28.6 Support for Complex Web Services as a Data Source
• 28.7 New Report Property "Disable Client Access from Analyzer for Excel"
• 28.8 Enhancements to the Template Builder for Microsoft Word Add-in

29 New Features in BI Publisher Release 10.1.3.4.1

30 New Features in BI Publisher Release 10.1.3.4.2

Part III New Features for Oracle Business Intelligence for Microsoft Office

31 Installing Oracle BI for Microsoft Office in Release 10.1.3.3

• 31.1 System Requirements
  • 31.1.1 Supported Client Operating Systems
  • 31.1.2 Supported Versions of Microsoft Office
  • 31.1.3 Supported Application Servers
• 31.2 Installing the BI Office Server
  • 31.2.1 Deployment of the bioffice.ear
  • 31.2.2 Initialization of the Server Configuration File
  • 31.2.3 Location of the Installed Client OracleBIOffice.exe File
• 31.3 Deploying the BI Office Server on J2EE Application Servers
• 31.4 Installing the Oracle BI Add-In for Microsoft Office
  • 31.4.1 Performing a Maintenance or Upgrade Install
  • 31.4.2 Configuring the Client
• 31.5 Setting Properties in the bioffice.xml Configuration File
• 31.6 Setting Up SSL-Enabled OC4J for Oracle BI for Microsoft Office
• 31.7 Setting Up an SSO-Enabled Presentation Server for Releases Before 10.1.3.4
• 31.8 Setting Up an SSO-Enabled Presentation Server for Releases 10.1.3.4 and Later
  • 31.8.1 Prerequisites
  • 31.8.2 Integrating Oracle BI for Microsoft Office with SSO-Enabled Oracle BI EE
  • 31.8.3 Alternative Configuration Method
• 31.9 Setting Up an NTLM-Enabled Presentation Server for Releases 10.1.3.4 and Later
  • 31.9.1 Example of Deploying and Configuring with NTLM Authentication
  • 31.9.2 Prerequisite Tasks
    • 31.9.2.1 Configure Oracle BI EE to Enable Single Sign-On
    • 31.9.2.2 Optionally Install and Configure Active Directory or Another Third-Party LDAP Server
    • 31.9.2.3 Create a Second BI Presentation Services Servlet to Bypass Authentication
  • 31.9.3 Installing the NTLM Module
  • 31.9.4 Configuring Oracle BI for Microsoft Office to Enable NTML
  • 31.9.5 Testing the NTLM Deployment

32 Microsoft Office Support in Release 10.1.3.3

33 New Features in Oracle BI for Microsoft Office Release 10.1.3.3.1

• 33.1 Configuring the Connection URL
• 33.2 Language Support

34 New Features in Oracle BI for Microsoft Office Release 10.1.3.3.3

35 New Features in Oracle BI for Microsoft Office Release 10.1.3.4

• 35.1 Server Independence
• 35.2 Changes to the Add-In
  • 35.2.1 Ability to Enable Logging
  • 35.2.2 Enhanced BI Catalog Task Pane
  • 35.2.3 Ability to Preserve Excel Conditional Formatting During Refreshes
  • 35.2.4 Support for Gauge View
  • 35.2.5 Support for Funnel View
  • 35.2.6 Edit Prompts and Levels After Insert
  • 35.2.7 Enhanced Prompts Selection User Interface
  • 35.2.8 Support for Grand Totals in Table Views
• 35.3 Support for Combined Request Views
• 35.4 Transparent Compression of Results
• 35.5 NTLM Support

36 New Features in Oracle BI for Microsoft Office Release 10.1.3.4.1

37 New Features in Oracle BI for Microsoft Office Release 10.1.3.4.2