Setting Your Oracle BI EE Delivery Options

This section of the Oracle BI EE preferences dialog allows you to add or modify the devices on which you receive notifications from Oracle BI Delivers.

Note:

If devices or profiles have been preconfigured for you, do not change them without first consulting your Oracle BI administrator.

For more information on setting your delivery options, see Configuring Your Oracle BI Delivers Devices, and Delivery Profiles.

Configuring Your Oracle BI Delivers Devices, and Delivery Profiles

Oracle BI users can configure delivery devices and delivery profiles through the My Account link. These links are available on the main page in Oracle BI Answers, Oracle BI Delivers, and Oracle BI Interactive Dashboards.

Devices and delivery profiles control how Oracle BI Delivers reach you when an alert is triggered by an iBot. After you add one or more devices, you can create delivery profiles, and specify which delivery profile should be your active profile for receiving alerts.

Note:

If your Delivery Options area already contains devices and profiles, do not make any changes to the Delivery Options area without first consulting your Oracle BI administrator (any changes you make will override the delivery device and profile information that was configured for you).

Users can also add devices, specify alternative default devices, and configure their delivery profiles.

  To configure a delivery option for Oracle BI Delivers:

  1. Select File, then Preferences.

  2. Select Oracle Business Intelligence.

  3. To add a device, perform the following steps:

    1. Select the tab for the device you want to add. For example, select the Email tab.

    2. Select the Add Device link (for example, the Add Email Device link). The Device page appears with the Device Name field populated, and options are available in the Device / Provider list.

    3. Select the appropriate option for the device category from the Device / Provider drop-down list.

    4. Enter the address for the device in the Address field. For example, this would be an email address for email, or a telephone number for a digital phone.

      Note:

      When typing a phone number for a device, do not use punctuation such as spaces, dashes, or parentheses.

    5. Select Finished to return to the My Account page. The device appears in the Devices area for the appropriate category (for example, Email devices).

    6. To change information for the device, select the Edit link to go back to the Device page.

    7. If you decide you do not want the device, select the Delete link. This removes the device from the Devices area.

    8. To add another device, repeat the preceding steps.

  4. To specify an alternative default device, perform the following:

    1. Select the tab for the device category in which you want to set a default device (for example, Email, Phone). All devices for the selected device category are displayed.

    2. Click the Radio button next to the device that you want to select as the default. If you select a default device here (for example, Email1), and select the Email check box in the iBot Destinations page, the default device overrides other Email devices in your active delivery profile. For more information, see Selecting Destinations for an Oracle BI Delivers iBot.

  5. To add a delivery profile, perform the following:

    1. Select the Add Delivery Profile link. The Delivery Profile page is displayed.

    2. Enter a delivery profile name in the Name field. For more information about your choices at the Delivery Profile page and how delivery profiles work, see Using Oracle BI Delivers Delivery Profiles.

    3. Select Finished to return to the Delivery Profile page. The profile appears in the Delivery Profiles list.

    4. To change information for the delivery profile, select the Edit link to go back to the Delivery Profile page.

    5. If you decide you do not want the delivery profile, select the Delete link. This removes the delivery profile from the Delivery Profiles area.

    6. To add another delivery profile, repeat the preceding steps.

  6. To make a delivery profile the active profile, select the radio button next to the profile. The radio button next to the profile is filled in to indicate that it is the active delivery profile.

Using Oracle BI Delivers Delivery Profiles

Oracle BI Delivers uses your active delivery profile to determine how to reach you when an alert is triggered by an iBot, and which devices should receive delivered content. You configure your delivery profile from the My Account page. For information about accessing the My Account page to configure your delivery profile, see Configuring Your Oracle BI Delivers Devices, and Delivery Profiles.

iBot contents can be delivered to a range of devices, including Web, wireless, and mobile devices. By default, iBot contents are available for delivery to the dashboard and the appropriate devices defined in your active delivery profile (based on the priority of the iBot contents). Content may be specifically directed to a device, and if so, you will receive content on that device if it is defined, even if it is not in your active delivery profile.

Content is delivered to the intersection of devices as determined by the active delivery profile and the specific devices defined for the target content. Content is delivered only once to a device, even if that device is in your active delivery profile and specifically selected as a delivery device for the iBot content. If a specifically requested device or active delivery profile cannot be found, iBot content is automatically pushed to the dashboard.

iBot content is assigned a specific priority. The default priority is normal. When you select devices for your active profile, you can indicate what priority content should be sent to that device. For example, if you have added a pager to your delivery profile, you might associate it with high priority content only. When you know that you will be away from your office frequently, and out of email range, you may select to receive only low priority content through your office email.

You can create any number of delivery profiles. However, only one profile can be active at any given time.

  To add or edit an Oracle BI Delivers delivery profile:

  1. At the Delivery Profile page, enter the name of the profile in the Name field.

  2. For each device you want to use in the profile, select the priority of the content to be delivered.

    Note:

    Do not set the priority for devices that you do not want to use. Devices that do not have a priority selected are not used by the profile.

    You can select any or all priorities by clicking the appropriate check boxes.

  3. Select Finished to save this profile and return to the My Accounts page. The delivery profile appears in the Delivery Profiles list.

Selecting Destinations for an Oracle BI Delivers iBot

Use the Destinations tab to specify a range of desired devices and destinations for iBots. This section contains the following topics:

  To specify devices and destinations for the iBot:

  • Select a check box next to a device or destination to select it for the iBot.

About User Destinations for the Oracle BI Delivers iBot

This section describes the user destinations available for the iBot on the Destinations page.

  • Interactive Dashboard

    Active iBots appear in a Dashboard Alerts section as well as on the Alerts! page. A link to this summary appears together with the application navigation links when new iBots are delivered. After these are cleared on the Alerts page, the alert link is removed.

  • Active Delivery Profile

    iBots will be sent to specified devices in the active delivery profile. The active delivery profile is configured through the My Account page. For more information, see Configuring Your Oracle BI Delivers Devices, and Delivery Profiles.

About Specific Devices for the Oracle BI Delivers iBot

If you select a specific device on the Destinations page, the default device selected on the My Account page will override the devices set in the active delivery profile for a user. Devices specified on the Destinations page act as additions to the active delivery profile. An iBot, for example, need not be dependent upon a users configuration. The iBot could just be configured to use device information from default devices in the Devices area in the My Account page.

For more information about active delivery profiles and Devices, see Configuring Your Oracle BI Delivers Devices, and Delivery Profiles.

These are the available devices:

  • Email

  • Pager

  • Digital Phone

  • Handheld Device

  • Other Device

About System Services for the Oracle BI Delivers iBot

This section describes the system services available for administrators on the Destinations page.

  • Oracle BI Server Cache

    This is used for seeding cache.

    Oracle BI administrators can create Server cache for individual users. The cache seeding operation allows administrators to run requests on dashboard pages or requests stored in the Presentation Catalog, and create a Server cache. This speeds up response time for users when they actually run the requests on the dashboards. If data already exists in the cache for a given request, the data is deleted and refreshed when the iBot runs.

    The cache for the request or the dashboard page is created at the appropriate schedule for the indicated set of users.

    Note:

    To have the cache created for each user, choose the Personalized option for data visibility at the General tab.

    You would typically not select any other destination for this kind of request.

  • Disconnected Application Cache

This setting is for organizations that have licensed Disconnected Analytics or a disconnected application such as Oracle's Siebel Pharma Mobile Analytics. It is related to the preprocessed synchronization mode in Disconnected Analytics applications.

You can create server datasets for users of disconnected applications, so that when they synchronize their applications, the data downloads are faster.

The preprocessed synchronization mode is the recommended data download mode for users. It avoids the potential overhead that can occur from running data creation requests in online mode during normal business hours and reduces wait time for the download. Preprocessed data is stored under each users directory on the computer running Oracle BI Web. If you decide to use this mode to schedule data cache creation, make sure that adequate disk space is available. For more information about Oracle Disconnected Analytics, see Siebel Business Intelligence Server Administration Guide.

Note:

To have the disconnected application cache created for each user, choose the Personalized (individual data visibility) option for Data Visibility at the General tab. (Nonpersonalized data is not used for Disconnected Analytics users.)

You would typically not select any other destination for this kind of request.