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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documentation and Other Resources
Conventions
New Features for Oracle Business Intelligence System Administrators
New Features for Oracle BI EE 11
g
Release 1 (11.1.1.7)
New Features for Oracle BI EE 11
g
Release 1 (11.1.1.6)
New Features for Oracle BI EE 11
g
Release 1 (11.1.1.5)
New Features for Oracle BI EE 11
g
Release 1 (11.1.1.3)
Part I Administering Oracle Business Intelligence
1
Introduction to Oracle Business Intelligence System Administration
1.1
What Are the Oracle Business Intelligence System Administration Tasks?
1.2
Getting Started with Managing Oracle Business Intelligence
1.3
What Is the Oracle Business Intelligence System Logical Architecture?
1.3.1
Oracle Business Intelligence on a Single Host
1.3.1.1
A Single Host and Enterprise Install
1.3.1.2
A Single Host and Simple Install
1.3.2
Oracle Business Intelligence on Multiple Hosts
1.3.3
About Java Components and System Components for Oracle Business Intelligence
1.3.3.1
About Java Components
1.3.3.2
About System Components
1.3.4
What Is the Administration Server?
1.4
What System Administration Tools Manage Oracle Business Intelligence?
1.4.1
Fusion Middleware Control
1.4.2
Oracle WebLogic Server Administration Console
1.4.3
Oracle Process Manager and Notification Server (OPMN) Tool
1.4.4
Oracle WebLogic Scripting Tool (WLST)
1.4.5
Oracle BI Administration Tool
1.4.6
Job Manager
1.5
Working with the Sample Application
1.6
Oracle BI Publisher Integration
1.7
Topics of Interest in Other Guides
1.8
System Requirements and Certification
2
Managing Oracle Business Intelligence
2.1
Why Use Fusion Middleware Control and WebLogic Server Administration Console?
2.2
Centrally Managing Oracle Business Intelligence Components Using Fusion Middleware Control
2.2.1
Tips for Using Fusion Middleware Control with Oracle Business Intelligence
2.2.2
Logging into Fusion Middleware Control to Manage Oracle Business Intelligence
2.2.3
Using Fusion Middleware Control to Manage Oracle Business Intelligence System Components
2.2.4
Using Fusion Middleware Control to Monitor Status and Start and Stop Oracle Business Intelligence Java Components
2.2.5
About the Navigation Tree in Fusion Middleware Control
2.3
Centrally Managing Oracle Business Intelligence Java Components Using the Oracle WebLogic Server Administration Console
2.4
Managing Oracle Business Intelligence JMX MBeans Using the Fusion Middleware Control MBean Browser
2.4.1
What Is the Fusion Middleware Control MBean Browser?
2.4.2
Displaying the Fusion Middleware Control MBean Browser
3
Configuring the Oracle Business Intelligence System
3.1
Configuring Oracle Business Intelligence
3.2
Using Fusion Middleware Control to Update Oracle Business Intelligence Configuration Settings
3.3
Using the Oracle BI Systems Management API to Update Configuration Settings
3.4
Using a Text Editor to Update Configuration Settings
3.5
Using the Fusion Middleware Control MBean Browser to Update Configuration Settings
3.6
Where Are Configuration Files Located?
Part II Managing Processes and Components
4
Starting and Stopping Oracle Business Intelligence
4.1
About Starting and Stopping Oracle Business Intelligence
4.2
Starting the Oracle Business Intelligence System
4.2.1
Starting Oracle Business Intelligence on Windows Platforms
4.2.2
Starting Oracle Business Intelligence on UNIX Platforms
4.3
Using Fusion Middleware Control to Start and Stop Oracle Business Intelligence System Components and Java Components
4.4
Using Oracle WebLogic Server Administration Console to Start and Stop Java Components
4.5
Alternative Methods for Starting and Stopping System Components
4.5.1
Using the OPMN Command Line to Start, Stop, Restart, and View the Status of System Components
4.5.2
Using a Windows Service to Start and Stop System Components
4.5.3
Using the Oracle BI Systems Management API to Programmatically Start and Stop Oracle Business Intelligence
4.6
Confirming Whether the Administration Server Is Running
4.7
Starting and Stopping the Administration Server and All Oracle Business Intelligence Java Components on Windows and UNIX
4.8
Starting and Stopping Managed Servers on Windows and UNIX
4.8.1
Confirming If the Managed Server Is Running and Starting It
4.9
Troubleshooting System Startup
4.9.1
Administration Server Fails to Start When the Database Is Not Running
4.9.2
Managed Server Is Down
4.9.3
Oracle BI Server Fails to Start
4.9.4
Oracle BI Presentation Services Fails to Start
4.9.5
Cannot Log In
Part III Scaling and Deploying for High Availability and Performance
5
Scaling Your Deployment
5.1
About Scaling Oracle Business Intelligence
5.1.1
How Do I Know When to Scale Out Processes?
5.1.2
What Processes Should I Scale?
5.2
Vertically Scaling Oracle Business Intelligence
5.3
Horizontally Scaling Oracle Business Intelligence
5.4
Setting Up Shared Files and Directories
5.4.1
Ensuring that Shared Network Files Are Accessible in Windows Environments
5.4.2
Uploading and Sharing the Oracle BI Repository
5.4.3
Sharing the Oracle BI Presentation Catalog
5.4.4
Setting Up the Global Cache
5.4.5
Setting the Scheduler Script Path and Default Script Path
5.5
Using Fusion Middleware Control to Scale System Components
5.6
Validating That Your System Has Been Scaled Correctly
5.6.1
Using Fusion Middleware Control to View System Component Availability
5.6.2
Using the Administration Console to View Managed Server Availability
6
Deploying Oracle Business Intelligence for High Availability
6.1
About Oracle Business Intelligence Components in a Clustered Environment
6.1.1
Recommendations for Availability
6.1.2
Using Fusion Middleware Control to Identify Single Points of Failure
6.1.3
Achieving High Availability Using an Active-Passive Model
6.2
Configuring Oracle Business Intelligence Components for High Availability
6.2.1
Using Fusion Middleware Control to Configure Primary and Secondary Instances
6.3
Optional Configuration for Oracle Business Intelligence High Availability
6.3.1
Setting Optional Cluster Controller Parameters
6.3.2
Setting Optional Presentation Services Parameters
6.3.3
Setting Optional Oracle BI Presentation Services Plug-in Parameters
6.4
Using the Cluster Manager
6.4.1
Viewing and Managing Cluster Information
6.4.1.1
Status Information
6.4.1.2
Cache Information
6.4.1.3
Session Information
6.4.1.4
Server Information
6.5
Troubleshooting an Oracle Business Intelligence Clustered Environment
6.5.1
Avoiding Errors with Network Appliance Devices When the Oracle BI Server Is Running on Linux or UNIX
7
Managing Performance Tuning and Query Caching
7.1
Monitoring Service Levels
7.1.1
Using Fusion Middleware Control to View Common Performance Metrics
7.1.2
Using Fusion Middleware Control to View All Oracle Business Intelligence Metrics
7.1.3
Using the Administration Console to View Metrics for Java Components
7.2
About Query Performance Tuning
7.3
Setting Performance Parameters in Fusion Middleware Control
7.3.1
Using Fusion Middleware Control to Disallow RPD Updates
7.3.2
Using Fusion Middleware Control to Set the User Session Log-Off Period
7.3.3
Using Fusion Middleware Control to Set Configuration Options for Data in Tables and Pivot Tables
7.3.4
Using Fusion Middleware Control to Set the Maximum Number of Rows Processed to Render a Table
7.4
About the Oracle BI Server Query Cache
7.4.1
Query Cache Architecture
7.4.2
Advantages of Caching
7.4.3
Costs of Caching
7.4.3.1
Disk Space
7.4.3.2
Administrative Tasks
7.4.3.3
Keeping the Cache Up To Date
7.4.3.4
CPU Usage and Disk I/O
7.4.4
Cache Sharing Across Users
7.4.5
About the Refresh Interval for XML Data Sources
7.4.6
About the Global Cache
7.5
Configuring Query Caching
7.5.1
Using Fusion Middleware Control to Enable and Disable Query Caching
7.5.2
Using Fusion Middleware Control to Set Query Cache Parameters
7.5.3
Manually Editing Additional Query Cache Parameters
7.5.4
Using Fusion Middleware Control to Set Global Cache Parameters
7.5.5
Manually Editing Additional Global Cache Parameters
7.6
Monitoring and Managing the Cache
7.6.1
Choosing a Cache Management Strategy
7.6.1.1
Disable Caching for the System
7.6.1.2
Caching and Cache Persistence Timing for Specified Physical Tables
7.6.1.3
Configure Oracle BI Server Event Polling Tables
7.6.2
Purging and Maintaining Cache Using ODBC Procedures
7.6.2.1
About ODBC Procedure Syntax
7.6.2.2
About Sharing the Presentation Services Query Cache
7.6.2.3
About Result Records
7.6.2.4
Storing and Purging Cache for SAP/BW Data Sources
7.6.3
How Repository Changes Affect the Query Cache
7.6.3.1
Online Mode
7.6.3.2
Offline Mode
7.6.3.3
Switching Between Repositories
7.6.3.4
Changes to Dynamic Repository Variables
7.7
Strategies for Using the Cache
7.7.1
About Cache Hits
7.7.1.1
Ensuring Correct Cache Results When Using Row-Level Database Security
7.7.2
Running a Suite of Queries to Populate the Cache
7.7.3
Using Agents to Seed the Oracle BI Server Cache
7.7.4
Using the Cache Manager
7.7.4.1
Displaying Global Cache Information in the Cache Manager
7.7.4.2
Purging Cache in the Administration Tool
7.8
Cache Event Processing with an Event Polling Table
7.8.1
Setting Up Event Polling Tables on the Physical Databases
7.8.2
Making the Event Polling Table Active
7.8.3
Populating the Oracle BI Server Event Polling Table
7.8.4
Troubleshooting Problems with Event Polling Tables
7.9
Managing the Oracle BI Presentation Services Cache Settings
7.10
Improving Oracle BI Web Client Performance
7.10.1
Configuring Apache HTTP Server for Static File Caching
7.10.2
Configuring Oracle HTTP Server for Static File Caching
7.11
Setting the JVM Heap Size for Oracle Business Intelligence
Part IV Resolving Issues
8
Diagnosing and Resolving Issues in Oracle Business Intelligence
8.1
What Diagnostic Tools Are Available?
8.2
Viewing and Configuring Diagnostic Log Files
8.2.1
Using Fusion Middleware Control to View Log Information, Error Messages, and Alerts
8.2.2
Configuring Log File Rotation Policy and Specifying Log Levels
8.2.2.1
Using Fusion Middleware Control to Configure Log File Rotation Policy and Specify Log Levels
8.2.2.2
Manually Changing Additional Log File Settings
8.2.3
Diagnosing Issues Using the Log Viewer
8.3
Understanding Diagnostic Log and Log Configuration Files
8.3.1
What Are Diagnostic Log Files and Where Are They Located?
8.3.2
What Are Diagnostic Log Configuration Files and Where Are They Located?
8.3.3
What Are Log File Message Categories and Levels?
8.3.4
What is Log File Rotation?
8.3.5
What Messages Are Included in the System Log?
8.4
Managing the Query Log
8.4.1
Configuring Query Logging
8.4.1.1
Setting the Query Logging Level
8.4.1.2
Setting the Query Logging Level for a User
8.4.2
Using the Log Viewer
8.4.2.1
Running the Log Viewer Utility
8.4.2.2
Interpreting the Log Records
8.5
Logging in Oracle BI Presentation Services
8.5.1
Using the Oracle BI Presentation Services Logging Facility
8.5.2
Setting the Logging Levels for Oracle BI Presentation Services
8.5.3
Structure for the Oracle BI Presentation Services Configuration File
8.5.4
Examples of the Formats of Logged Messages
8.5.5
Oracle BI Presentation Services Message Structure
8.5.6
Oracle BI Presentation Services Log Filters
8.5.7
Diagnosing Issues with Agents
8.6
Using ODBC/JDBC Procedures to Obtain Oracle BI Server Diagnostics
8.6.1
About the Oracle BI Server ODBC/JDBC Procedures
8.6.2
Obtaining a List of Available Diagnostic Categories
8.6.3
Running Specific Diagnostics
8.6.4
About Parameters for ODBC/JDBC Procedures
9
Managing Usage Tracking
9.1
About Usage Tracking
9.2
Setting Up Direct Insertion to Collect Information for Usage Tracking
9.2.1
Setting Up the Usage Tracking Statistics Database
9.2.2
Setting Direct Insertion Parameters
9.2.3
Setting Optional Direct Insert Parameters
9.3
Description of the Usage Tracking Data
Part V Configuring Oracle Business Intelligence
10
Configuring Repositories
10.1
Why Upload a Repository and Set the Catalog Location?
10.1.1
Understanding the Version Numbers Assigned to Uploaded Repository
10.2
Using Fusion Middleware Control to Upload a Repository and Set the Oracle BI Presentation Catalog Location
10.3
Using the System MBeans to Upload the Metadata Repository
11
Configuring Connections to External Systems
11.1
Configuring Email and Agents
11.1.1
Using Fusion Middleware Control to Configure Oracle BI Scheduler Email Settings that Affect Agents
11.2
Configuring for Actions with the Action Framework
11.3
Configuring for Connections to the Marketing Content Server
11.3.1
Using Fusion Middleware Control to Configure the Connection to the Marketing Content Server
11.3.2
Manually Editing Settings for the Marketing Content Server Connection
11.4
Configuring Connections to Data Sources
11.5
Configuring for Integration with EPM Workspace
11.5.1
Step 1: Understanding the Prerequisites
11.5.2
Step 2: Copying a JAR File
11.5.2.1
Copying the JAR File for Releases Earlier than EPM Workspace Release 11.1.2.3
11.5.2.2
Copying the JAR Files for EPM Workspace Release 11.1.2.3.00 or Later
11.5.3
Step 3: Registering Oracle Business Intelligence with EPM Workspace
11.5.4
Step 4: Adding Proxies
11.5.5
Step 5: Configuring for Single Sign-On
11.5.6
Step 6: Provisioning Users
11.6
Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when Communicating with Essbase, Hyperion Financial Management, and EPM Workspace
11.6.1
Prerequisites for Configuring to Use Tokens
11.6.2
Enabling the Oracle BI Server to Generate a Hyperion SSO Token when Connecting to Essbase or HFM
11.6.3
Enabling Oracle Business Intelligence to Accept a Hyperion SSO Token when Integrating Oracle Business Intelligence with EPM Workspace
11.6.4
Common Steps for Enabling Oracle Business Intelligence to Generate or Accept a Hyperion SSO Token
11.6.4.1
Enabling Oracle Business Intelligence to Generate or Accept a Hyperion SSO Token when Connecting to Essbase, HFM, and EPM Workspace Release 11.1.2.1 or Later
11.6.4.2
Enabling Oracle Business Intelligence to Generate a Hyperion SSO Token when Connecting to Essbase and HFM Release 11.1.2.0 or Earlier
12
Configuring Presentation Setting Defaults
12.1
Using Fusion Middleware Control to Change Presentation Setting Defaults
13
Configuring Mapping and Spatial Information
13.1
What Are the System Requirements for Map Views?
13.2
Hardware Sizing and Deployment Strategy for Maps
13.3
Administering Maps
13.3.1
Working with Maps and Layers
13.3.1.1
Associating Layers with Columns
13.3.1.2
Ordering Layers on Maps
13.3.1.3
Changes to Spatial Metadata Require Restart
13.3.2
Administration Page Functions
13.3.3
Administering Maps Using Administration Pages
13.3.4
Handling the Translation of Layers in Maps
14
Configuring Time Zones
14.1
Why and Where Are Time Zones Used?
14.2
Setting Time Zones
14.3
What is the Precedence Order for Time Zones
14.3.1
User-Preferred Time Zone
14.4
Where Are Time Zone Specifications Stored?
14.4.1
Specifying Time Zone Values
14.5
Description of Time Zone Settings
14.6
Example: Configuration File Settings for Specifying the Time Zone
15
Localizing Oracle Business Intelligence
15.1
What Is Localization?
15.1.1
What Components Are Translated?
15.1.2
Tasks for Localizing Oracle Business Intelligence Components
15.2
Localizing Oracle BI Presentation Services
15.2.1
Localizing the User Interface for Oracle BI Presentation Services
15.2.1.1
Understanding the Directory Structure for Localizing Presentation Services
15.2.1.2
Localizing Messages for Users' Preferred Currency
15.2.1.3
Specifying the Default Language for the Sign-In Page
15.2.1.4
Configuring the Languages and Locales for the Sign-In Page
15.2.1.5
Specifying the Scaling of Numbers in Performance Tiles
15.2.1.6
Specifying the Language in the URL
15.2.2
Localizing Oracle BI Presentation Catalog Captions
15.2.2.1
Step 1: Understanding the Export Process
15.2.2.2
Step 2: Exporting Text Strings in the Catalog
15.2.2.3
Step 3: Editing Exported Strings in XML Files
15.2.2.4
Step 4: Handling Duplicate Exported Text Strings
15.2.2.5
Step 5: Exposing Text Strings in the Catalog
15.2.3
Tip for Arabic and Hebrew in Mozilla Firefox Browsers
15.3
Setting the Current Locale in Catalog Manager
15.4
Setting the Current Locale in the Oracle BI Server
15.4.1
Setting Locale Parameters on the Oracle BI Server
15.4.1.1
Setting the Locale on UNIX Systems
15.4.2
Understanding How the Error Message Language Is Determined
15.4.3
Setting the Language for Components of the Oracle BI Server
15.4.4
Modifying the Language of the User Interface for the Administration Tool
15.4.5
Troubleshooting the Current Locale in the Oracle BI Server
15.4.5.1
Handling the NLS Locale Not Supported Error Message
15.4.5.2
Setting the Japanese Locale on AIX Systems
15.4.6
Ensuring That Text for Oracle BI Server Utilities is Displayed in the Correct Language
15.4.7
Modifying the Metadata Repository When the Underlying Oracle Database NLS_CHARACTERSET Is Not Unicode
15.5
Localizing Metadata Names in the Repository
15.6
Supporting Multilingual Data
15.6.1
What is Multilingual Data Support?
15.6.2
What is Lookup?
15.6.3
What is Double Column Support?
15.6.4
Designing Translation Lookup Tables in a Multilingual Schema
15.6.4.1
A Lookup Table for Each Base Table
15.6.4.2
A Lookup Table for Each Translated Field
15.6.5
Creating Logical Lookup Tables and Logical Lookup Columns
15.6.5.1
Creating Logical Lookup Tables
15.6.5.2
Designating a Logical Table as a Lookup Table
15.6.5.3
About the LOOKUP Function Syntax
15.6.5.4
Creating Logical Lookup Columns
15.6.6
Creating Physical Lookup Tables and Physical Lookup Columns
15.6.7
Supporting Multilingual Data in Essbase Through Alias Tables
15.6.8
Enabling Lexicographical Sorting
16
Configuring Currency Options
16.1
Changing the Default Currency for Analyses
16.2
Defining User-Preferred Currency Options
16.2.1
Defining User-Preferred Currency Options Using a Static Mapping
16.2.2
Example: Static Mapping to Define User-Preferred Currency Options
16.2.3
Defining User-Preferred Currency Options Using a Dynamic Mapping
16.2.4
Example: Dynamic Mapping to Define User-Preferred Currency Options
17
Configuring and Managing the Oracle BI Presentation Catalog
17.1
About the Oracle BI Presentation Catalog
17.1.1
Objects in the Catalog
17.1.1.1
Guidelines for Object Names
17.1.1.2
Attribute Files for Objects
17.1.1.3
Lock Files for Objects
17.1.2
Locations for the Catalog
17.1.3
File System Guidelines for Catalogs
17.1.3.1
Handling Users of the Catalog
17.1.3.2
Handling Heterogeneous Nodes
17.1.3.3
Handling Catalog Files on Various Platforms
17.1.3.4
Known Issues with Catalog Files
17.2
Maintaining the Oracle BI Presentation Catalog
17.2.1
Manually Changing Additional Configuration Settings for the Catalog
17.2.2
Manually Creating a New Oracle BI Presentation Catalog
17.2.3
Deploying Catalogs and Objects to Production
17.2.3.1
Deploying Catalogs to Production
17.2.3.2
Deploying Objects to Production
17.2.4
Updating Catalog Objects
17.2.5
Validating the Catalog
17.2.5.1
Process: Validating the Catalog
17.2.5.2
Tasks in the Validation Process
17.2.5.3
Important Guidelines for Validating the Catalog
17.2.5.4
Performing a Basic Validation of the Catalog
17.2.5.5
Specifying the Elements for Validating the Catalog
17.3
About Catalog Manager
17.3.1
Uses for Catalog Manager
17.3.2
Guidelines for Working with Catalog Manager
17.3.3
Tips for Working with Catalog Manager
17.4
Starting Catalog Manager and Opening Catalogs
17.4.1
Requirements for Running Catalog Manager
17.4.2
Starting the Catalog Manager User Interface
17.4.3
Resolving Startup Issues on Linux Systems
17.4.4
Understanding the Two Catalog Modes
17.4.4.1
Online Mode
17.4.4.2
Offline Mode
17.4.5
Operations Available in Online Mode and Offline Mode
17.4.6
Opening an Oracle BI Presentation Catalog
17.5
Using the Catalog Manager Workspace
17.5.1
What Does the Catalog Manager Workspace Do?
17.5.2
What Does the Catalog Manager Workspace Look Like?
17.5.3
Managing the View of the Catalog Manager Workspace
17.6
Working with Objects in Catalog Manager
17.6.1
Searching for Catalog Objects Using Catalog Manager
17.6.2
Copying and Pasting Objects
17.6.2.1
Tips for Copying and Pasting
17.6.2.2
Advanced Options for Pasting Objects
17.6.3
Renaming Catalog Objects
17.6.4
Working with the Properties of Catalog Objects
17.6.5
Setting Permissions of Catalog Objects
17.6.6
Previewing Objects from Catalog Manager
17.6.7
Working with Tenants
17.7
Viewing and Editing Catalog Objects in XML
17.8
Searching for and Replacing Catalog Text Using Catalog Manager
17.8.1
Searching for and Replacing a Simple Catalog Text String
17.8.2
About Searching for and Replacing Multiple Catalog Text Strings
17.8.2.1
XML File Format for Searching for and Replacing Text Strings
17.8.2.2
Example XML File for Searching for and Replacing Text Strings
17.8.3
Searching for and Replacing Multiple Catalog Text Strings
17.9
Creating Reports to Display Catalog Data Using Catalog Manager
17.9.1
Sample Uses for Reports
17.10
Archiving and Unarchiving Using Catalog Manager
17.10.1
Archiving a Folder Using Catalog Manager
17.10.2
Unarchiving a Folder Using Catalog Manager
17.11
Overview of Configuring for Full-Text Catalog Search
17.11.1
What Is a Full-Text Catalog Search?
17.11.2
How Is Security Handled in the Full-Text Catalog Search?
17.11.3
What Search Engines Are Supported?
17.12
Configuring for Searching with Oracle Secure Enterprise Search
17.12.1
Step 1: Assigning Privileges for Crawling and Indexing
17.12.2
Step 2: Ensuring that Oracle Secure Enterprise Search Is Available
17.12.3
Step 3: Configuring Identity Management for Full-Text Catalog Search
17.12.4
Step 4: Creating the Data Source for Full-Text Catalog Search
17.12.5
Step 5: Editing the Schedule for Full-Text Catalog Search
17.12.6
Step 6: Enabling Incremental Crawls for Full-Text Catalog Search
17.12.7
Step 7: Configuring Properties for Full-Text Catalog Search Manually
17.12.8
Step 8: Enabling SSL for the Full-Text Catalog Search
17.12.9
Step 9: Enabling Users to Access the Full-Text Catalog Search
17.12.9.1
Configuring the BI Search Application for Full-Text Search
17.13
Configuring for Searching with Oracle Endeca Server
17.13.1
Step 1: Installing Oracle Endeca Server
17.13.2
Step 2: Assigning Privileges for Using Oracle Endeca Server
17.13.3
Step 3: Creating the Data Store for Full-Text Catalog Search
17.13.4
Step 4: Enabling Data Loading for Full-Text Catalog Search
17.13.4.1
Creating a Device for Emails on Data Loading
17.13.5
Step 5: Configuring Properties for Full-Text Catalog Search Manually
17.13.6
Step 6: Editing the Configuration File to Enable Search
17.13.7
Step 7: Enabling SSL for the Full-Text Catalog Search
17.13.8
Step 8: Enabling Users to Access the Full-Text Catalog Search
17.14
Common Steps for Configuring Full-Text Search
17.14.1
Assigning Privileges for Searching
17.14.2
Understanding Crawling and Data Loading
17.14.3
Enabling Incremental Crawls or Data Loads
17.14.4
Editing the Configuration File for Searching
17.14.5
Configuring Properties Manually for Searching
17.15
Replicating Oracle BI Presentation Catalogs
17.15.1
About Replication Log Files
17.15.1.1
Replication Log File Records
17.15.2
Configuring to Replicate an Oracle BI Presentation Catalog
17.15.3
Copying Oracle BI Presentation Catalog Files
17.15.4
Using the Oracle BI Presentation Services Replication Agent
17.15.4.1
mark
17.15.4.2
remotecopy
17.15.4.3
run
17.15.5
Creating the config.xml File for Replication
17.15.5.1
Structure of the Configuration File
17.15.5.2
Elements of the Configuration File
17.15.5.3
Example config.xml File
17.15.6
Editing the instanceconfig.xml File for Replication
17.15.7
Resuming Replication if Replication Log Files Are Unavailable
18
Configuring for Multiple Tenants
18.1
Introduction to Multitenancy with Oracle Business Intelligence
18.1.1
What is Multitenancy?
18.1.2
What Types of Application Roles Are Required?
18.1.2.1
BIGlobal Administrator Application Role
18.1.2.2
Tenant Administrators
18.1.2.3
Tenant End Users
18.1.2.4
Comparing Application Roles
18.1.3
Features that Are Unavailable for Tenant Users
18.2
How Oracle Business Intelligence Works when Configured for Multitenancy
18.3
Security Considerations when Configuring for Multitenancy
18.3.1
Authentication and Authorization of Tenant Users Using Fusion Middleware Security
18.3.2
Mandatory Identity Store Attributes for Tenants and Tenant Users in a Multitenant Environment
18.3.3
System Users in a Multitenant Environment
18.3.4
UserID from SSO Must Match the orclMTUID Attribute Value
18.4
Securing Catalog Objects for Tenants
18.5
Configuring the System for Multitenancy
18.5.1
Enabling the System for Multitenancy
18.5.2
Configuring Application Roles and Users
18.5.2.1
Configuring the BI Global Administrator
18.5.2.2
Configuring the Tenant Administrator Application Role
18.5.2.3
Configuring Tenant Users
18.5.3
Configuring Data Sources for Tenants
18.5.3.1
Controlling Database Resources
18.5.3.2
Applying Tenant-Specific Data Security
18.5.3.3
Setting Tenant-Specific Query Limits
18.5.4
Making Features Unavailable in the Multitenant Environment
18.6
Managing Tenants
18.6.1
Provisioning and Unprovisioning Tenants
18.6.1.1
About Provisioning and Unprovisioning Tenants
18.6.1.2
Tools for Provisioning and Unprovisioning Tenants
18.6.2
Removing Tenants
18.6.3
Archiving Content for Tenants
18.7
Troubleshooting a Multitenant Environment
Part VI Advanced Configuration Settings
19
Configuring and Managing Analyses and Dashboards
19.1
Managing Dashboards
19.2
Performing General Configuration Tasks for Analyses
19.2.1
Increasing Heap Size to Assist in Exports to Excel
19.2.2
Manually Configuring for Export
19.2.3
Providing Access to Metadata Dictionary Information
19.2.4
Supporting Nested Folders, Navigation, and Drill-Down
19.3
Configuring for Displaying and Processing Data in Views
19.3.1
Manually Configuring for Data in Views
19.3.1.1
Manually Configuring Cube Settings for Pivot Tables and Graphs
19.3.1.2
Manually Configuring Settings for Data in Views
19.3.1.3
Manually Configuring Settings for Fetching Data for Table Views, Pivot Table Views, and Advanced Trellis Views
19.3.2
Manually Configuring for Graphs and Gauges
19.3.2.1
Configuring Fonts for Graphs
19.3.3
Manually Changing Alternating Bar Color
19.3.4
Manually Configuring for Interactions in Views
19.4
Configuring for Prompts
19.5
Manually Changing Presentation Settings
19.5.1
Manually Changing Presentation Setting Defaults
19.5.2
Providing Custom Links in Presentation Services
19.5.2.1
Updating the customlinks.xml File
19.5.2.2
Adding the CustomLinks Element
19.5.2.3
Setting the Custom Links Privilege
19.5.3
Enabling the Ability to Create Links to Dashboard Pages
19.5.4
Configuring an Alternate Toolbar for Oracle BI Publisher
19.5.5
Enabling the Ability to Export Dashboard Pages to Oracle BI Publisher
19.5.6
Modifying the Table of Contents for PDF Versions of Briefing Books
19.5.7
Configuring a Custom Download Link for the Smart View Installer
19.6
Blocking Analyses in Answers
19.6.1
Storing JavaScript Files
19.6.2
Blocking Analyses Based on Criteria
19.6.3
Blocking Analyses Based on Formula
19.6.4
Validation Helper Functions
19.7
Specifying View Defaults for Analyses and Dashboards
19.7.1
XML Message Files for View Defaults
19.7.2
Examples of Customizing Default Values for Analyses and Dashboards
19.7.2.1
Adding a Default Header or Footer to New Analyses
19.7.2.2
Preventing Auto-Previewing of Results
19.7.2.3
Setting Defaults for Analyses in the Compound Layout
19.7.2.4
Changing Dashboards Section Defaults
19.7.2.5
Specifying Dashboard Page Defaults Including Headers and Footers
19.8
Configuring for Write Back in Analyses and Dashboards
19.8.1
How Write Back Works
19.8.2
Process for Configuring Write Back
19.8.3
Example: Process for Configuring Write Back
19.8.4
Write-Back Limitations
19.8.5
Creating Write-Back Template Files
19.8.5.1
Requirements for a Write-Back Template
19.8.5.2
Examples: Write-Back Template Files
19.8.6
Setting the LightWriteback Element
19.9
Customizing the Oracle BI Web User Interface
19.9.1
What Are Skins and Styles?
19.9.2
General Tips for Customizing the Web User Interface
19.9.3
About Style Customizations
19.9.4
Modifying the User Interface Styles for Presentation Services
19.9.4.1
Approach 1: Deploying the "bicustom.ear" File for the First Time
19.9.4.2
Approach 1: Redeploying the "bicustom.ear" File
19.9.4.3
Approach 2: Deploying Using Shared Folders
19.9.4.4
Approach 2: Viewing Your Modifications to a Shared Folder
19.9.5
Customizing Your Style
19.9.6
Example of Modifying the Skyros Master Branding Class
20
Configuring and Managing Agents
20.1
How Are Agents Used?
20.2
How Do Antivirus Software and Privileges Affect Agents?
20.2.1
How Does Antivirus Software Affect Agents?
20.2.2
What Privileges Affect Agents?
20.3
Configuring Settings that Affect Agents
20.3.1
Manually Configuring Presentation Services Settings that Affect Agents
20.3.2
Manually Changing Additional Scheduler Settings that Affect Agents
20.3.3
What Additional Scheduler Configuration Settings Affect Agents?
20.3.3.1
General Scheduler Configuration Settings that Affect Agents
20.3.3.2
Email Scheduler Configuration Settings that Affect Agents
20.3.3.3
Agent Scheduler Configuration Settings
20.3.4
Controlling Delivery Options for Agents
20.4
Managing Device Types for Agents
20.5
Monitoring Active Agent Sessions
21
Configuring Advanced Options for Mapping and Spatial Information
21.1
Configuring MapViewer to Support Map Views
21.2
Manually Configuring for Map Views
21.3
Inserting Text on a Map
21.4
Configuring Maps for External Consumption
22
Configuring Resource Availability and URL Generation
Part VII Automating Management of Oracle Business Intelligence
23
Introducing the Oracle BI Systems Management API
23.1
What Is the Oracle BI Systems Management API?
23.2
Accessing Oracle BI Systems Management API Methods
23.3
Using the Oracle BI Systems Management API to Manage and Configure Oracle Business Intelligence
23.3.1
Displaying Oracle Business Intelligence Status Using the Oracle BI Systems Management API
23.3.1.1
Example: Using WLST Commands in a Script to Display the Status of Oracle Business Intelligence
23.3.1.2
Example: Using a Java Program to Display the Status of Oracle Business Intelligence
23.3.2
Starting and Stopping Oracle Business Intelligence Using the Oracle BI Systems Management API
23.3.2.1
Example: Using WLST Commands to Stop and Start Oracle Business Intelligence
23.3.2.2
Example: Using a Java Program to Stop and Start Oracle Business Intelligence
23.3.3
Updating Configuration Settings Using the Oracle BI Systems Management API
23.3.3.1
Example: Using WLST to Edit the Email Sender Display Name Configuration Setting
23.3.3.2
Example: Using a Java Program to Edit the Email Sender Display Name Configuration Setting
23.3.4
Scaling Out for High Availability and Performance Using the Oracle BI Systems Management API
23.3.4.1
Example: Using WLST to Scale Out to Servers
23.3.4.2
Example: Using a Java Program to Scale Out to Servers
23.3.5
Capturing Metrics Using the Oracle BI Systems Management API
23.3.5.1
Using the Dynamic Monitoring Service for Metrics
23.3.5.2
Using WLTS Commands for Metrics
23.4
Descriptions of JMX Admin MBeans and Methods for the Oracle BI Systems Management API
Part VIII Managing the Life Cycle
24
Patching Oracle Business Intelligence Systems
24.1
What Is Patched for the Oracle Business Intelligence Platform?
24.2
Patching the Platform
24.2.1
What Conditions Apply when Patching the Platform?
24.2.2
Applying a Patch to the Platform
24.2.2.1
Step 1: Download the Patch
24.2.2.2
Step 2: Stop System Component Processes for Oracle BI EE
24.2.2.3
Step 3: Apply the Patch to Each Oracle Home
24.2.2.4
Step 4: Start System Component Processes for Oracle BI EE
24.2.2.5
Step 5: Redeploy Patched J2EE Applications
24.2.3
What Happens If a Patching Conflict Occurs?
24.3
Rolling Back a Platform Patch
24.3.1
Step 1: Stop System Component Processes for Oracle BI EE
24.3.2
Step 2: Invoke OPatch with "-rollback" Option
24.3.3
Step 3: Start System Component Processes for Oracle BI EE
24.3.4
Step 4: Redeploy J2EE Applications
24.4
Determining Current Patch Levels
24.5
Updating the Java Development Kit (JDK)
25
Moving Between Environments
26
Backup and Recovery of Oracle Business Intelligence Systems
Part IX Using Oracle Essbase With Oracle Business Intelligence
27
Introduction to Using Oracle Essbase and Associated Components in Oracle Business Intelligence
27.1
Overview
27.2
High-Level Roadmap for Working with Essbase and Associated Tools in Oracle Business Intelligence
27.3
Performing Tasks on Essbase and Associated Tools in Oracle Business Intelligence Compared to Performing the Same Tasks in EPM and Information on Which Guides to Consult
27.4
Installing Essbase and Associated Components with Oracle Business Intelligence
27.4.1
Installing Essbase and Associated Components in a New Installation of Oracle Business Intelligence
27.4.2
Selecting the Install Type
27.4.2.1
Why Use the Oracle Business Intelligence Simple Install Type to Install Essbase and Associated Components?
27.4.2.2
Why Use the Oracle Business Intelligence Enterprise Install Type to Install Essbase and Associated Components?
27.4.2.3
Why Use the Oracle Business Intelligence Software Only Install Type to Install Essbase and Associated Components?
27.4.3
Selecting the Essbase Suite Option During Install
27.4.4
Updating the Essbase Studio Catalog - Post Installation Task
27.4.5
Limitations for Using Client Tools when Essbase Is Installed with Oracle Business Intelligence
27.4.6
Essbase Features Not Supported when Essbase Is Installed with Oracle Business Intelligence
27.5
Configuring Security for Essbase and Associated Tools in Oracle Business Intelligence
27.5.1
Prerequisites for Configuring Security on Essbase and Associated Tools
27.5.2
Common Security Tasks for Essbase and Oracle Business Intelligence
27.5.3
Enabling Users to Perform Specific Actions in Essbase and Associated Tools
27.5.4
Configuring Data-Level Security Using Essbase Filters
27.5.4.1
What Are Essbase Filters?
27.5.4.2
Configuring Resource Permission Definitions for Essbase Filters
27.5.4.3
Securing Data Access with Essbase Filters
27.5.4.4
When Are Filter Access Permission Grant Changes Consumed?
27.5.4.5
How Do Filter Permission Grants Differ Between Oracle Business Intelligence and EPM?
27.5.5
Configuring Access to Essbase Calculations
27.5.5.1
What Are Essbase Calculations?
27.5.5.2
Configuring Resource Permission Definitions for Essbase Calculations
27.5.5.3
Enabling Users to Access Essbase Calculations
27.5.6
Changing Essbase Ports in Oracle Business Intelligence
27.5.7
Allocating Essbase Studio (JSE) Ports
27.5.8
Resource Permissions Reference for Essbase and Associated Tools
27.5.8.1
What Resource Types Apply to Essbase and Associated Tools?
27.5.8.2
What Resource Names Apply to Essbase and Associated Tools?
27.5.8.3
What Actions Apply to Essbase and Associated Tools?
27.6
Managing Essbase System Administration in Oracle Business Intelligence
27.6.1
Starting and Stopping Essbase Components
27.6.2
Maintaining High Availability of Essbase Components in Oracle Business Intelligence
27.6.2.1
Scaling Out Essbase to Support High Availability
27.6.2.2
Configuring a Secondary Instance of the Essbase System Component
27.6.2.3
What Is the Essbase Active-Passive Topology?
27.6.2.4
Managing Essbase Capacity
27.6.3
Diagnostics - Enabling Essbase Logging, Setting Log Levels, and Viewing Log Files
27.6.4
Migrating Essbase Configuration Between Domains
27.6.5
Monitoring Essbase Metrics
27.6.6
Backup and Recovery of Essbase Data
27.7
Working with Essbase Cubes in Oracle Business Intelligence
27.7.1
Creating Essbase Cubes in Oracle Business Intelligence
27.7.2
Importing Metadata from Essbase Data Sources
27.7.3
Working with Essbase Data Sources
27.7.4
Configuring Database Objects and Connection Pools
27.7.5
Enabling Single Sign-On for Essbase Data Sources
27.7.6
Creating, Scheduling, and Running Analyses and Reports Where Essbase Is the Data Source
27.8
Where Can I Learn More Information About Essbase?
Part X Reference Information
A
NQSConfig.INI File Configuration Settings
A.1
About Parameters in the NQSConfig.INI File
A.1.1
How to Update Parameters in NQSConfig.INI
A.2
Repository Section Parameters
A.3
Multitenancy Section Parameters
A.3.1
MT_ROOT_DIRECTORY
A.3.2
MT_ENTRIES
A.4
Query Result Cache Section Parameters
A.4.1
ENABLE
A.4.2
DATA_STORAGE_PATHS
A.4.3
MAX_ROWS_PER_CACHE_ENTRY
A.4.4
MAX_CACHE_ENTRY_SIZE
A.4.5
MAX_CACHE_ENTRIES
A.4.6
POPULATE_AGGREGATE_ROLLUP_HITS
A.4.7
USE_ADVANCED_HIT_DETECTION
A.4.7.1
Reasons Why a Query Is Not Added to the Cache
A.4.8
MAX_SUBEXPR_SEARCH_DEPTH
A.4.9
DISABLE_SUBREQUEST_CACHING
A.4.10
CACHE_FILE_BUFFER_SIZE
A.4.11
GLOBAL_CACHE_STORAGE_PATH
A.4.12
MAX_GLOBAL_CACHE_ENTRIES
A.4.13
CACHE_POLL_SECONDS
A.4.14
CLUSTER_AWARE_CACHE_LOGGING
A.5
General Section Parameters
A.5.1
LOCALE
A.5.2
SORT_ORDER_LOCALE
A.5.2.1
SORT_ORDER_LOCALE on UNIX Operating Systems
A.5.3
SORT_TYPE
A.5.4
CASE_SENSITIVE_CHARACTER_COMPARISON
A.5.5
NULL_VALUES_SORT_FIRST
A.5.6
DATE_TIME_DISPLAY_FORMAT
A.5.6.1
How are the Date and Time Display Formats Used?
A.5.7
DATE_DISPLAY_FORMAT
A.5.8
TIME_DISPLAY_FORMAT
A.5.9
WORK_DIRECTORY_PATHS
A.5.10
VIRTUAL_TABLE_PAGE_SIZE
A.5.11
USE_LONG_MONTH_NAMES
A.5.12
USE_LONG_DAY_NAMES
A.5.13
USE_UPPERCASE_MONTH_NAMES
A.5.14
USE_UPPERCASE_DAY_NAMES
A.5.15
UPPERCASE_USERNAME_FOR_INITBLOCK
A.6
Security Section Parameters
A.6.1
DEFAULT_PRIVILEGES
A.6.2
PROJECT_INACCESSIBLE_COLUMN_AS_NULL
A.6.3
IGNORE_LDAP_PWD_EXPIRY_WARNING
A.6.4
MAX_AUTHENTICATION_TIME
A.6.5
INIT_BLOCK_LOG_TIME_THRESHOLD
A.6.6
SSL
A.6.7
SSL_CERTIFICATE_FILE
A.6.8
SSL_PRIVATE_KEY_FILE
A.6.9
SSL_PK_PASSPHRASE_FILE
A.6.10
SSL_PK_PASSPHRASE_PROGRAM
A.6.11
SSL_VERIFY_PEER
A.6.12
SSL_VERIFY_SERVERS
A.6.13
SSL_VERIFY_CLIENTS
A.6.14
SSL_CA_CERTIFICATE_DIR
A.6.15
SSL_CA_CERTIFICATE_FILE
A.6.16
SSL_TRUSTED_PEER_DNS
A.6.17
SSL_INTERNAL_CA_CERTIFICATE_FILE
A.6.18
SSL_INTERNAL_TRUSTED_PEER_DNS
A.6.19
SSL_WEBSERVER_CA_CERTIFICATE_FILE
A.6.20
SSL_WEBSERVER_TRUSTED_PEER_DNS
A.6.21
SSL_CERT_VERIFICATION_DEPTH
A.6.22
SSL_CIPHER_LIST
A.7
Server Section Parameters
A.7.1
READ_ONLY_MODE
A.7.2
MAX_SESSION_LIMIT
A.7.2.1
About the MAX_SESSION_LIMIT and SERVER_THREAD_RANGE Parameters
A.7.3
MAX_REQUEST_PER_SESSION_LIMIT
A.7.4
SERVER_THREAD_RANGE
A.7.5
SERVER_THREAD_STACK_SIZE
A.7.6
DB_GATEWAY_THREAD_RANGE
A.7.7
DB_GATEWAY_THREAD_STACK_SIZE
A.7.8
HTTP_CLIENT_THREAD_RANGE
A.7.9
HTTP_CLIENT_THREAD_STACK_SIZE
A.7.10
MAX_EXPANDED_SUBQUERY_PREDICATES
A.7.11
MAX_QUERY_PLAN_CACHE_ENTRIES
A.7.12
MAX_QUERY_PLAN_CACHE_ENTRY_SIZE
A.7.13
MAX_DRILLDOWN_INFO_CACHE_ENTRIES
A.7.14
MAX_DRILLDOWN_QUERY_CACHE_ENTRIES
A.7.15
INIT_BLOCK_CACHE_ENTRIES
A.7.16
CLIENT_MGMT_THREADS_MAX
A.7.17
MAX_COLUMNS_IN_SELECT
A.7.18
MAX_LOGICAL_DIMENSION_TABLES
A.7.19
MAX_LOGICAL_FACT_TABLES
A.7.20
MAX_LOGICAL_MEASURES
A.7.21
MAX_SET_OPERATION_BLOCKS
A.7.22
QUERY_LIMIT_WARNING_INSTEAD_OF_ERROR
A.7.23
RPC_SERVICE_OR_PORT
A.7.24
LISTEN_ADDRESS
A.7.25
LISTEN_PORT
A.7.26
ENABLE_DB_HINTS
A.7.27
PREVENT_DIVIDE_BY_ZERO
A.7.28
CLUSTER_PARTICIPANT
A.7.29
REPOSITORY_PUBLISHING_DIRECTORY
A.7.30
REQUIRE_PUBLISHING_DIRECTORY
A.7.31
DISCONNECTED
A.7.32
AUTOMATIC_RESTART
A.7.33
VARIABLE_VALUE_LIMIT
A.7.34
EVALUATE_SUPPORT_LEVEL
A.7.35
FMW_SECURITY_SERVICE_URL
A.7.36
FMW_SECURITY_SERVICE_MAX_NUMBER_OF_CONNECTIONS
A.7.37
FMW_SECURITY_SERVICE_MAX_NUMBER_OF_RETRIES
A.7.38
FMW_UPDATE_ROLE_AND_USER_REF_GUIDS
A.7.39
ENABLE_NUMERIC_DATA_TYPE
A.8
High Availability Parameters
A.8.1
HA_DB_PING_PERIOD_MILLISECS
A.9
Dynamic Library Section Parameters
A.10
Usage Tracking Section Parameters
A.10.1
ENABLE
A.10.2
DIRECT_INSERT
A.10.3
STORAGE_DIRECTORY
A.10.4
CHECKPOINT_INTERVAL_MINUTES
A.10.5
FILE_ROLLOVER_INTERVAL_MINUTES
A.10.6
CODE_PAGE
A.10.7
PHYSICAL_TABLE_NAME
A.10.8
CONNECTION_POOL
A.10.9
BUFFER_SIZE
A.10.10
BUFFER_TIME_LIMIT_SECONDS
A.10.11
NUM_INSERT_THREADS
A.10.12
MAX_INSERTS_PER_TRANSACTION
A.10.13
SUMMARY_STATISTICS_LOGGING
A.10.14
SUMMARY_ADVISOR_TABLE_NAME
A.11
Query Optimization Flags Section Parameters
A.11.1
STRONG_DATETIME_TYPE_CHECKING
A.12
MDX Member Name Cache Section Parameters
A.12.1
ENABLE
A.12.2
DATA_STORAGE_PATH
A.12.3
MAX_SIZE_PER_USER
A.12.4
MAX_MEMBER_PER_LEVEL
A.12.5
MAX_CACHE_SIZE
A.13
Aggregate Persistence Section Parameters
A.13.1
AGGREGATE_PREFIX
A.13.2
AGGREGATE_THREAD_POOL_SIZE
A.13.3
AGGREGATE_AW_NAME
A.13.4
PREAGGREGATE_AW_CUBE
A.14
JavaHost Section Parameters
A.14.1
JAVAHOST_HOSTNAME_OR_IP_ADDRESSES
A.14.2
JAVAHOST_HOSTNAME_OR_IP_ADDRESSES_OVERRIDE
A.15
Datamart Automation Section Parameters
A.15.1
ESSBASE_STUDIO_URL
A.15.2
ESSBASE_SERVER
A.15.3
DMA_DATABASE
B
Advanced Configuration Reference
B.1
Making Advanced Configuration Changes for Presentation Services
B.1.1
Protecting Pages in Oracle BI EE from Attack
B.2
Using the JavaHost Service for Oracle BI Presentation Services
C
Mapping User Interface Labels with Configuration File Elements
D
Manually Updating Fusion Middleware Control Settings
D.1
Disabling Fusion Middleware Control from Managing Oracle Business Intelligence Configuration Settings
D.2
Manually Updating Oracle Business Intelligence Configuration Settings Normally Managed by Fusion Middleware Control
Glossary
Index
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