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Configuring Your Oracle BI Delivers Devices, and Delivery Profiles


Oracle BI users can configure delivery devices and delivery profiles through the My Account link. These links are available on the main page in Oracle BI Answers, Oracle BI Delivers, and Oracle BI Interactive Dashboards.

Devices and delivery profiles control how Oracle BI Delivers will reach you when an alert is triggered by an iBot. After you add one or more devices, you can create delivery profiles, and specify which delivery profile should be your active profile for receiving alerts.

CAUTION:  If your Delivery Options area already contains devices and profiles, do not make any changes to the Delivery Options area without first consulting your Oracle BI administrator (any changes you make will override the delivery device and profile information that was configured for you).

Users can add devices, specify alternative default devices, and configure their delivery profiles. For more information, see To configure a delivery option for Oracle BI Delivers.

To configure a delivery option for Oracle BI Delivers

  1. Login to Oracle BI.
  2. Click Settings (if available), and the My Account link.

    The My Account page appears.

  3. To add a device, perform the following steps:
    1. Click a link for the device you want to add.

      For example, click the Email link.

    2. Click the Add Device link (e.g. the Add Email Device link).

      The Device page appears with the Device Name field populated, and options are available in the Device / Provider list.

    3. Select the appropriate option for the device category from the Device / Provider drop-down list.
    4. Enter the address for the device in the Address field.

      For example, this would be an email address for email, or a telephone number for a digital phone.

      NOTE:  When typing a phone number for a device, do not use punctuation such as spaces, dashes, or parentheses.

    5. Click Finished to return to the My Account page.

      The device appears in the Devices area for the appropriate category (e.g. Email devices).

    6. To change information for the device, click the Edit link to go back to the Device page.
    7. If you decide you do not want the device, click the Delete link.

      This removes the device from the Devices area.

    8. To add another device, repeat the preceding steps.
  4. To specify an alternative default device, perform the following steps:
    1. Click the tab for the device category in which you want to set a default device (e.g. Email, Phone).

      All devices for the selected device category are displayed.

    2. Click the Radio button next to the device that you want to select as the default.

      If you select a default device here (e.g. Email1), and select the Email check box in the iBot Destinations page, the default device will override other Email devices in your active delivery profile. For more information, see Selecting Destinations for an Oracle BI Delivers iBot.

  5. To add a delivery profile, perform the following steps:
    1. Click the Add Delivery Profile link.

      The Delivery Profile page appears.

    2. Enter a delivery profile name in the Name field.

      For more information about your choices at the Delivery Profile page and how delivery profiles work, see Using Oracle BI Delivers Delivery Profiles.

    3. Click Finished to return to the Delivery Profile page.

      The profile appears in the Delivery Profiles list.

    4. To change information for the delivery profile, click the Edit link to go back to the Delivery Profile page.
    5. If you decide you do not want the delivery profile, click the Delete link.

      This removes the delivery profile from the Delivery Profiles area.

    6. To add another delivery profile, repeat the preceding steps.
  6. To make a delivery profile the active profile, click the radio button next to the profile.

    The radio button next to the profile is filled in to indicate that it is the active delivery profile.

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