Bookshelf v10.1.3.2: Opening Presentation Catalogs in Catalog Manager

Opening Presentation Catalogs in Catalog Manager

You can open a Presentation Catalog in one of two modes:

Online mode — Connects to a Presentation Catalog on a running Web server. In this mode your permissions are applied. You can see only those items for which you have permission.

Offline mode — Connects to a local file system. In this mode, you are logged in as a super user or system user, and no permissions are applied. You can see all items in the Presentation Catalog.

Operations available in online mode and offline mode

Many of the operations that you can perform using Catalog Manager are available in both online mode and offline mode. A few operations are available in only one mode or the other. Generally, the operations available in:

Online mode are read-only operations and write operations that do not affect the entire catalog, such as setting permissions of an item

Offline mode include most of the operations available in online mode as well as write functions that affect the entire catalog, such as searching for and replacing Presentation Catalog text

Specifically, the operations that you can perform in each mode are as follows:


Online mode operations	Offline mode operations
Cutting items	Cutting items
Copying items	Copying items
Pasting items	Pasting items
Copying items for another catalog	Copying items for another catalog
Pasting items from another catalog	Pasting items from another catalog
Creating shortcuts of items	Creating shortcuts of items
Deleting items	Deleting items
Renaming items without reference updates	Renaming items without reference updates
Refreshing the Catalog Manager workspace	Refreshing the Catalog Manager workspace
Creating folders	Creating folders
Setting permissions of items	Setting permissions of items
Working with properties of items	Working with properties of items
Managing the view of the workspace	Managing the view of the workspace
Searching for items	Searching for items
Creating reports to display Catalog Manager data	Creating reports to display Catalog Manager data
Setting browser preference	Setting browser preference
Previewing objects	Renaming items with reference updates (known as Smart Rename)
	Searching for and replacing Presentation Catalog text
	Exporting captions for localization purposes
	Upgrading Catalog Managers to newer versions

Deciding whether to use online mode or offline mode

Whether you use online mode or offline mode depends on the activity that you want to perform. Generally, it is recommended that you use:

Online mode when you want to make minor incremental changes or additions to the Presentation Catalog, such as changes to permissions, updates to a single item, or migration of new items to a production environment

Offline mode when you want to make Presentation Catalog-wide changes, such as globally renaming items or moving multiple items for reorganization

NOTE: Generally, working in offline mode is faster than working in online mode. This is because you are accessing, creating, and updating the individual files directly, and Presentation Catalog does not have to communicate with Oracle BI Presentation Services as it does when you are working in online mode.

To open a Presentation Catalog

In Catalog Manager, choose File > Open Catalog.

Complete the necessary fields.

Some of the fields are described in the following table.


Field	Description
Type	Select the mode (online or offline) in which to open the Presentation Catalog.
Path	Enter the path to the Presentation Catalog: If you are opening the Presentation Catalog in online mode, the URL to Oracle BI Presentation Services, for example: http://<machinename>/analytics/saw.dll If you are opening the Presentation Catalog in offline mode, the Presentation Catalog folder on the local file system, for example: C:\OracleBIData\web\catalog\default
Read-Only	Select this field to open the Presentation Catalog in read-only mode.

Click OK.