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Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Mobile
11g Release 1 (11.1.1)

Part Number E25318-01
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2 Getting Started with Oracle Business Intelligence Mobile

This chapter describes how to acquire and configure Oracle Business Intelligence Mobile. The chapter contains the following topics:

Getting Oracle Business Intelligence Mobile for Your Apple iPhone or iPad

To download Oracle Business Intelligence Mobile, tap the App Store icon on your iPhone's or iPad's Home screen. Alternatively, you can download the application from your computer through iTunes and then synchronize your iPhone or iPad.

To download and install Oracle Business Intelligence Mobile:

  1. On your device, in iTunes, search the App Store for "Oracle".

  2. Select the Oracle Business Intelligence Mobile application, and tap the Install button.

Starting Oracle Business Intelligence Mobile

You start the Oracle BI Mobile application from the Home screen on your device.

Launching the Mobile Application from the Home Screen

You start the Oracle Business Intelligence Mobile application as you would open any other iPhone or iPad application. The first time you use the Oracle BI Mobile application, however, you are presented with the licensing screen, then a login page that provides an initial server setting screen in which you add your server configuration. The "Server Setting screen" is shown in Figure 2-1.

Figure 2-1 Server Setting Screen on an iPhone

Graphic is described in the surrounding text.

Note:

Apple's iOS does not support self-signed certificates by default; the Oracle BI Mobile application must connect to an SSL-protected Oracle Business Intelligence Presentation Services server using a proper certificate, that is, a certificate issued by a certificate-issuing authority such as Verisign.

To launch Oracle Business Intelligence Mobile for the first time:

  1. On your device's Home screen, tap the Oracle Business Intelligence Mobile application icon.

    The end-user licensing agreement screen is displayed.

  2. Scroll to read the licensing agreement, and if you agree to the terms, tap Accept.

    The "Login screen" is displayed.

  3. Tap the blue Add icon to enter your initial server configuration settings.

    The "Server Setting screen" is displayed.

  4. In the Server Setting screen, specify the following:

    • Name. Settings Name. Once set, this name cannot be changed.

    • Host. Enter either the IP address (for example: 192.168.1.1) or the fully qualified host name of the computer on which Presentation Services is running (for example, myname.us.oracle.com). If entering the name, ensure that you do not enter an alias or a redirecting URL; otherwise a connection cannot be made. For example, you cannot enter a URL that is a network alias, such as analytics.mycompany.com, when the actual server URL is itfx1234.mycompany.com. Similarly, do not enter a stand-in URL, such as tinyurl.com/1234, which redirects to a server.

    • Port. Enter the port number, for example, 7001

    • SSL. A toggle to select ON or OFF.

    • SSO. A toggle to select ON or OFF.

    • Username

    • Password

    • Save Password.A toggle to select ON or OFF. If set to ON, the password you enter in the Password field is saved as part of the configuration for the device. If set to OFF, you will be prompted to enter your password each time you launch the application.

    • Device Locale. A toggle to select ON or OFF. If set to ON, the application uses the device's settings for user interface language and region format. If set to OFF, language and region formats are based on the user preferences for Presentation Services. This toggle affects BI content only; setting it to OFF has no bearing on the application shell user interface.

    • Analytics Path. For example, /analytics/saw.dll

    • Publisher Path. For example, /xmlpserver

  5. Tap Save.

Once you are signed in, you can modify your server configuration or add a new server connection by tapping Settings in the tab bar. For more information, see "Configuring Oracle Business Intelligence Mobile".

To start Oracle Business Intelligence Mobile after having launched the application once:

  1. Tap its icon on the Home screen.

Setting Up User Credentials

Oracle Business Intelligence Mobile uses the same security definitions as set up on the server on which Presentation Services is running. The Oracle BI Mobile application signs in for you automatically as it launches. When your Presentation Services server is set up with single sign-on (SSO), the Oracle BI Mobile application prompts you for your login credentials. You use the same user name and password to connect from a mobile device as you would when logging into BI EE from a web browser.

Note:

Specifying user credentials in the Oracle BI Mobile application does not change the credentials used on the Presentation Services server. Oracle Business Intelligence Mobile uses the same credentials as Presentation Services and does not require any new credentials. You use the same credentials to log in to the Oracle BI Mobile application as you do for the full-browser version of Oracle BI EE.

To set your user credentials:

  1. In the tab bar, tap Settings.

    The "Settings screen" is displayed.

  2. In the Settings screen, in the Server Configuration list, tap the server that you want to access.

    The "Server Setting screen" is displayed.

  3. In the Server Setting screen, in the Username and Password fields, enter the login credentials you want to use for your session.

  4. (Optional) Tap the Save Password toggle to set to ON or OFF. If you choose not to save the password with the connection details, you will be prompted for the password when you next launch the Oracle BI Mobile application.

  5. Tap Save.

What Does the Oracle Business Intelligence Mobile Application Look Like?

The start page for the Oracle BI Mobile application is the Favorites screen. Oracle Business Intelligence Mobile is launched from the Home screen, where all your other application icons also appear. The Oracle Business Intelligence Mobile application on an iPhone is shown in Figure 2-2.

Figure 2-2 Oracle Business Intelligence Mobile Start Page

This image is described in the surrounding text.

The top bar, called the Status bar, shows you information about your device, including cell signal strength, the current network connection, and battery charge.

At the upper edge of the application screen, just below the Status bar, is the Navigation bar. The Navigation bar displays the title of the current view and often contains controls that manage the view's contents, in addition to navigational controls when appropriate.

The main screen shows the contents of the current view, such as the list of your favorites, when you are in the Favorites screen.

Below the main screen is the branding bar, which includes the time of last screen refresh from the server on which Presentation Services is running.

Below the branding bar is the Tab bar, showing the screens you can select when you want to work with the Oracle BI Mobile application.

The Home button is centered at the bottom of the device below the Tab bar. Pressing the Home button takes you out of Oracle Business Intelligence Mobile, back to the Home screen for your device.

The application renders slightly differently on an iPad. Figure 2-3 provides an example, showing how the Settings screen appears in a child panel that overlays the branding background. On the iPad, the Tab bar appears at the bottom of this child panel. You access the child panel by tapping the Menu icon (on the iPad, this is the house icon) in the navigation bar.

Figure 2-3 Settings Screen on an iPad

Surrounding text describes Figure 2-3 .

Configuring Oracle Business Intelligence Mobile

You use the Settings screen in Oracle Business Intelligence Mobile to manage your server configurations, set the default layout for dashboards and analyses, enable console logging, or access this documentation online. You access the Settings screen by tapping Settings in the tab bar.

The Settings screen is shown in Figure 2-4.

Figure 2-4 Settings Screen on an iPhone

This image is described in the surrounding text.

See the following sections for the tasks performed in the Settings screen:

Adding, Modifying, and Removing Server Connections

If you need to connect to more than one Oracle BI Presentation Services instance, you will want to configure multiple server connections.You can use the Settings screen to add, modify, and remove server connections.

To add or modify a server connection:

  1. In the tab bar, tap Settings.

    The "Settings screen" is displayed.

  2. Add or modify a server connection as follows:

    • If you are adding a new server connection, next to Add Server, tap the blue Add icon.

    • If you are modifying a server connection, next to the server name, tap the blue Next icon.

      The "Server Setting screen" is displayed.

  3. In the Server Setting screen, specify the following:

    • Name. Settings Name. Once set, this name cannot be changed.

    • Host. Enter either the IP address (for example: 192.168.1.1) or the fully qualified host name of the computer on which Presentation Services is running (for example, myname.us.oracle.com). If entering the name, ensure that you do not enter an alias or a redirecting URL; otherwise a connection cannot be made. For example, you cannot enter a URL that is a network alias, such as analytics.mycompany.com, when the actual server URL is itfx1234.mycompany.com. Similarly, do not enter a stand-in URL, such as tinyurl.com/1234, which redirects to a server.

    • Port. Enter the port number, for example, 7001.

    • SSL. A toggle to select ON or OFF.

    • SSO. A toggle to select ON or OFF.

    • Username

    • Password

    • Save Password. A toggle to select ON or OFF. If set to ON, the password you enter in the Password field is saved as part of the configuration for the device. If set to OFF, you will be prompted to enter your password each time you launch the application.

    • Device Locale. A toggle to select ON or OFF. If set to ON, the application uses the device's settings for user interface language and region format. If set to OFF, language and region formats are based on the user preferences for Presentation Services. This toggle affects BI content only; setting it to OFF has no bearing on the application shell user interface.

    • Analytics Path. For example, /analytics/saw.dll

    • Publisher Path. For example, /xmlpserver

  4. Tap Save.

To remove a server connection:

  1. In the tab bar, tap Settings.

    The "Settings screen" is displayed.

  2. In the Settings screen, select the server connection you want to remove.

  3. Next to the server connection name, tap the blue Next icon.

  4. Scroll down to find the red Delete button, and tap it.

    Note:

    The default server connection cannot be deleted.
  5. Tap Done.

Switching Between Servers

You can switch between Presentation Services servers in the Settings screen.

To switch between servers:

  1. In the tab bar, tap Settings.

    The "Settings screen" is displayed.

  2. In the Settings screen, select the server connection to which you want to switch.

  3. In the confirmation dialog, tap OK.

  4. Press the device's Home button to exit the application.

  5. Relaunch the application.

    You are now connected to the newly selected BI Presentation Services server.

Specifying the Layout for Oracle Business Intelligence Mobile

Using the Mobile Layout setting in the Settings screen, you can control the default layout of a dashboard or analysis report—that is, how it displays when opened. (The layout of a report can also be changed after it is open, by tapping the Properties button on the Action menu for the report.)

The Mobile Layout property does not affect other object types, such as BI Publisher reports, scorecard content, or alerts.

When Mobile Layout is set to OFF, the layout of the dashboard or analysis is the same as that of the full-browser version. When Mobile Layout is set to ON, the layout is optimized for the mobile device's screen: all the views are stacked vertically and sized to fit the screen horizontally as much as possible.

Figure 2-5 Mobile Layout Setting in the Settings Screen

This image is described in the surrounding text.

To set your preferred viewing layout for dashboards and analyses:

  1. In the tab bar, tap Settings.

    The "Settings screen" is displayed.

  2. In the Settings screen, in the Mobile Layout row, tap ON or OFF.

Setting Console Logging

You can enable console logging for your device in the Settings screen.

Console logging can be useful when it is necessary to debug issues on mobile devices. Console logging can slow down the performance of the Oracle BI Mobile application, however, since it requires that numerous messages are written to console logs on the device. (You can access these device logs using the iPhone configuration utility available from Apple.)

Because console logging impacts application performance, the default setting is OFF.

Figure 2-6 Console Logging Setting in the Settings Screen

Surrounding text describes Figure 2-6 .

To enable or disable console logging:

  1. In the tab bar, tap Settings.

    The "Settings screen" is displayed.

  2. In the Settings screen, in the Console Logging row, tap ON or OFF.