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Creating and Managing iBots Using the Oracle BI Delivers Start Page

The Oracle BI Delivers start page provides access to your personal and shared iBots, enables you to search for, view or modify iBots, and contains links that allow you to perform the following actions:

• Create a new iBot.
• Edit your delivery profile.
• Review iBots that you own, or are the recipient of.

NOTE:  What you see in Oracle BI Delivers depends on the permissions granted to your user ID, so you may not see all of the preceding links on your Oracle BI Delivers start page.

The start page has two main areas:

• Selection pane. The selection pane is located on the left side of the page. It shows Delivers content saved in the Presentation Catalog, such as personal and shared iBots.
• Workspace. The workspace is located to the right of the selection pane. It initially shows the iBot links that you can work with to create and manage your iBots.

When you make a selection from the selection pane, such as clicking a saved iBot, your selection appears in the workspace so you can work with it. When you click an iBot link in the workspace, the workspace displays tabs for working with iBots. The tabs will not appear for iBots selected from the Shared iBots folder, unless you are the Web Administrator, or have been granted permissions to modify the iBot.

For an overview of Oracle BI Delivers, see Overview of Oracle BI Delivers.

To search for iBots

1. Enter your search details into the Search field.

   You can enter complete or partial iBot name details into the Search field, for example:

   • enter * to display all iBots
   • enter AB to display iBots with names that include the letters AB, aB, Ab, and ab
2. Click the Search button.

   A list of the iBots acting on your behalf (that match the search criteria), is displayed.

3. To see the properties of an iBot, or to open it, click its link.
4. Use the following options:
   • Click View to view the properties of an iBot.
   • Click Modify to modify the properties of an iBot.

NOTE:  If you navigate to a folder in the selection pane before using the Search field, your search is restricted to the iBots in that folder and sub-folders. However, if you are displaying the Delivers Start page, the search spans all iBots acting on your behalf.

NOTE:  Searches are case insensitive.

NOTE:  If you use a backslash character (\) in an iBot name (for example Na\me), the search string used to find it must contain an additional backslash (called an escape character). For example, an iBot called Na\me would require the search string Na\\me, to retrieve details for that iBot. Without the additional backslash an error message is displayed.

To work with Delivers content saved in the Presentation Catalog

1. Locate the item in the selection pane and click it.

   If you select an iBot, it opens in the workspace, if you select a request Delivers creates a new iBot based on the request.

2. To change a property, click its link.

To create a new iBot

1. Click the link Create New iBot.

   The Overview tab appears, with default properties for the iBot.

2. To change a property, click its link.

To edit your delivery profile

• Click the link Edit My Account.

  For complete information, see Configuring Your Oracle BI Delivers Devices, and Delivery Profiles.

To review iBots that you own, or are the recipient of

1. Click the link Show iBots Acting on My Behalf.

   A list of iBots that you own, or are the recipient of, appears.

2. To open the iBot, click this link.

NOTE:  You can also click the folders My iBots or Shared iBots to view the iBots acting on your behalf.

To return to the Oracle BI Delivers start page from anywhere within Oracle BI

• Click the More Products link, then click Delivers.