14 Configuring Oracle Scorecard and Strategy Management

If your organization licensed Oracle Scorecard and Strategy Management and if you have the appropriate privileges, then you can use this functionality as part of a default installation with no additional configuration. Oracle Scorecard and Strategy Management also provides the capability to add comments (that is, annotations) or to override the status that is associated with specific dimension values for KPIs, Objectives, and Initiatives. KPI Watchlists offer the capability to add comments or to override statuses for KPIs. To enable these features, you must provide access to a database for storing the comment and status override information.

14.1 Enabling Comments and Status Overrides in Oracle Scorecard and Strategy Management

The database that you installed for use with Oracle Business Intelligence contains the Business Intelligence Platform schema, which includes required Oracle Scorecard and Strategy Management schema tables. For more information about installing a database for Oracle Business Intelligence and running the Repository Creation Assistant (RCU) to create the required schemas, see Oracle Fusion Middleware Installation Guide for Oracle Business Intelligence.

To configure Oracle Scorecard and Strategy Management for comments and status overrides:

  1. In the Administration Tool, open the repository in online mode.

    Online mode is strongly recommended for performing data access security tasks, such as the task described in Step 12 of this procedure.

  2. In the Physical layer, right-click and select New Database. The Database dialog box is displayed.

  3. For Name, enter BSC.

  4. For Database, select the type of database that you have installed for use with Oracle Business Intelligence (typically Oracle 11g).

  5. Select the Connection Pool tab and click the Add button. The Connection Pool dialog box is displayed.

  6. For Name, enter BSC.

  7. Select the Call interface appropriate for the database (for example, OCI 10g/11g for Oracle Database).

  8. For Data source name, provide the information that is appropriate for the database that you have installed and configured for use with Oracle Business Intelligence. For example, for Oracle Database, enter a connection string similar to the following:


    When connecting to an Oracle Database data source, you can include the entire connect string, or you can use the net service name defined in the tnsnames.ora file. If you choose to enter only the net service name, then you must set up a tnsnames.ora file in the following location within the Oracle Business Intelligence environment, so that the Oracle BI Server can locate the entry:

  9. Select Shared logon and enter values for User name and Password. In this step, you provide the user/schema name and password that you created when you used the Repository Creation Utility (RCU) to populate the Business Intelligence Platform schema in the Oracle Business Intelligence database.

    Ensure that the user that you provide has read/write privileges for the ANNOTATIONS and ASSESSMENT_OVERRIDES tables in the Business Intelligence Platform schema.

  10. Click OK in the Connection Pool dialog box.

  11. Click OK in the Database dialog box.

  12. Use the Security Manager in the Administration Tool to allow the BISystem application role to execute direct database requests by default for the BSC database object. See "Allowing or Disallowing Direct Database Requests" in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition for more information.

  13. Save and close the repository.

  14. Restart the Oracle BI Server.