| Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Mobile 11g Release 1 (11.1.1) Part Number E25318-02 |
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PDF · Mobi · ePub |
| Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Mobile 11g Release 1 (11.1.1) Part Number E25318-02 |
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|
PDF · Mobi · ePub |
This chapter describes how to acquire Oracle Business Intelligence Mobile, set up user credentials, and configure the application (for example, adding a server connection and setting console logging).
The chapter contains the following topics:
To download Oracle Business Intelligence Mobile, tap the App Store icon (shown in Figure 2-1) on your iPad's Home screen. Alternatively, you can download the application from your computer through iTunes and then synchronize your iPad.
To download and install Oracle BI Mobile:
On your iPad, search the App Store for "Oracle".
Select the "Oracle BI HD" application, and tap the Install button.
Note:
In Apple's App Store, Oracle Business Intelligence Mobile for iPad is referred to as "Oracle BI HD". This guide refers to the application as "Oracle Business Intelligence Mobile", and "Oracle BI Mobile".
You start the Oracle BI Mobile application from the Home screen on your device.
Note:
If the BI Presentation Services server that you are connecting to is behind a firewall, you need to connect through a Virtual Private Network (VPN). See your administrator for more information.
This section is organized as follows:
You start the Oracle Business Intelligence Mobile application as you would open any other 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. Figure 2-2 shows the Server Setting screen.
To launch Oracle BI Mobile for the first time:
On your device's Home screen, tap the Oracle BI Mobile application icon, shown in Figure 2-3.
The end-user licensing agreement screen is displayed.
Scroll to read the licensing agreement, and if you agree to the terms, tap Accept.
The Login screen is displayed.
Tap the Add Server row (with the blue Add icon) to enter your initial server configuration settings.
The Server Setting screen is displayed.
In the Server Setting screen, specify the following:
Name. Settings Name. Once set, this name cannot be changed.
Host. Server Name. 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.example.com, when the actual server URL is itfx1234.example.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. Tap the toggle to select ON or OFF.
SSO. Tap the toggle to select ON or OFF.
Username
Password
Save Password. Tap the 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 server. If set to OFF, you will be prompted to enter your password each time you launch the application.
Device Locale. Tap the 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 . This setting is mandatory; it is used, however, only if you access any BI Publisher content.
Tap Save.
Tap Login.
Once you are signed in, you can modify your server configuration or add a new server connection by tapping the Options icon (in the branding bar) and then Settings. For more information, see "Configuring Oracle BI Mobile".
When you have left Oracle BI Mobile and are coming back, for example, after leaving it and working with other iPad applications, Oracle BI Mobile returns you to whichever screen you were on when you left.
If your user state is no longer preserved, for example, if you have rebooted the device, or the iOS purged the session after a long delay, or the authentication has timed out, then Oracle BI Mobile automatically attempts to authenticate to the connection you last used.
Note:
When no server connections are available, you can work with locally-saved content in offline mode by tapping the Offline button in the authentication screen. (You can even work in offline mode when server connections are available and have been defined.)
Another way to launch the Oracle BI Mobile application is through "mobile URLs"—either from emails or from other applications (such as Oracle WebCenter).
Emails can be sent by the Oracle BI Mobile application that contain specially configured URLs that allow for the linked BI content to be opened in Oracle BI Mobile when viewed from a supported device such as the Apple iPad.
When you click a link to BI content that is in an email sent using Oracle BI Mobile, and the BI content opens in Oracle BI Mobile rather than in a browser, you are using an embedded URL to launch the mobile application.
For more information, see "Sending BI Content in Email".
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 Oracle BI EE from a Web browser.
Oracle Business Intelligence Mobile is launched from the Home screen of your device, where all your other installed applications appear as icons.
The start page for the Oracle BI Mobile application on the iPad is the Home page. The Home page is your central hub for initiating navigation and the place you return to after you complete a task.
The Home page is made up of several views: Recent, Favorites, Dashboards, Local Content, and Search. If you have previously launched Oracle BI Mobile and have opened BI content, your recently viewed items are displayed for you in the Recent view.
Figure 2-4 shows the Home page.
The top bar, called the Status bar, shows you information about your device, including cell signal strength, the current network connection, and battery charge.
Below the Status bar is the branding bar, which includes the Options icon. Tap the Options icon to see information and options that include Settings, Logout, Help (this guide), and so on.
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 contains a button that changes your view of BI content from a carousel-style display to a list-style display (when you are in the Recent and Favorites screens).
The main screen shows the contents of the current view, such as the list of your dashboards when you are in the Dashboards view, or a carousel-style display of your recent items when you are in the Recent view.
At the bottom of the application screen, the Tab bar shows the views you can select when you want to work with the Oracle BI Mobile application.
Your device's Home button takes you out of Oracle Business Intelligence Mobile, back to the Home screen where you can find the Oracle BI Mobile icon along with the other application icons on your device.
For a list of unlabeled icons and their names, see Appendix A, "User Interface Reference for Oracle BI Mobile."
For a list of iPad gestures that are useful in the Oracle BI Mobile application, see Appendix B, "Touch Gestures Used in Oracle BI Mobile."
You always use Oracle BI Mobile in the landscape orientation. The application is landscaped-locked—available in both "landscape-left" and "landscape-right" orientations. The portrait orientation is not available.
If you are using an Apple device that supports multitasking (that is, a device running iOS 4.2 or later), you can switch from Oracle BI Mobile to a different iPad application, and the Oracle BI Mobile application will retain its state. You return to the exact user interface state that you were in when you placed the application in the background (by switching to a different application).
The standard iPad multitasking gesture is a four-finger or five-finger swipe. Swipe like this from the bottom of your screen to reveal the multitasking bar so that you can move between iPad applications. For more information on useful gestures within Oracle BI Mobile, see Appendix B, "Touch Gestures Used in Oracle BI Mobile."
When you are reading this guide online (that is, not as a PDF), you navigate the documentation using icons that behave in the standard Back, Forward, Refresh, and Stop ways of a browser. Figure 2-5 shows the Back, Forward, Refresh, and Stop-loading icons respectively.
You use the Settings screen in Oracle Business Intelligence Mobile to manage your server configurations, enable console logging, or access this documentation online. You access the Settings screen by tapping the Options icon in the branding bar.
See the following sections for the tasks that you can perform in the Settings screen:
Note:
In the Settings screen, you can also adjust your setting for sending inline content in emails. For more information, see "Sending BI Content Inline in Email".
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 a server connection:
In the branding bar, tap the Options icon, then tap Settings.
The Settings screen is displayed.
Tap the Add Server row (with the blue Add icon).
In the Server Setting screen, complete the fields. For further information, see the Server Setting screen fields described in "Launching the Mobile Application for the First Time".
Tap Save.
To modify a server connection:
In the branding bar, tap the Options icon, then tap Settings.
The Settings screen is displayed.
In the row for the server connection you want to modify, tap the blue Next icon.
In the Server Setting screen, make your changes.
Tap Save.
To remove a server connection:
In the branding bar, tap the Options icon, then tap Settings.
The Settings screen is displayed.
In the row for the server connection you want to remove, tap the blue Next icon.
Scroll down to the red Delete Server button, and tap it.
Note:
The default server connection cannot be deleted. The default server is the one that has the green checkmark next to it. If you want to delete a server connection that is set as the default, first log out, then switch to a new default server. See "Switching Between Servers".
Tap Done.
You can change the server you connect to by default, which will re-launch the application.
To change your default server:
In the branding bar, tap the Options icon, then tap Settings.
Tap the row for the server connection to which you want to switch.
In the confirmation dialog, tap OK.
The Oracle BI Mobile application relaunches, with a connection to the new server.
Server provisioning through URL is the facility to "seed" the Oracle BI Mobile application with one or more servers and their settings by going to an administrator-provided URL in the Safari browser on the iPad.
Table 2-1 provides URL application launching schema information.
Table 2-1 URL Application Launch Schema
| Item | Details |
|---|---|
|
URL Identifier |
com.oracle.obimobile |
|
URL Schema |
oraclebimobile |
|
Share application launch syntax |
oraclebimobile:// |
|
Server Configuration URL |
oraclebimobile://com.oracle.obimobile/configure?xml=http://<server:port>/conf_file.xml |
Oracle BI Mobile can configure itself via the URL launch mechanism supported in iOS.
If you want to capture console logs, for example to troubleshoot authentication issues, you can enable console logging for your iPad 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. Search Apple's developer website for the utility, or visit: http://developer.apple.com/library/ios/#featuredarticles/FA_iPhone_Configuration_Utility/Introduction/Introduction.html
Because console logging impacts application performance, the default setting is OFF. Figure 2-6 shows the Console Logging toggle.
To enable or disable console logging:
In the branding bar, tap the Options menu, then tap Settings.
The Settings screen is displayed.
In the Settings screen, in the Console Logging row, tap ON or OFF.
Administrators can disable access to the Oracle BI Mobile application. In the desktop version of Oracle BI EE, in the Manage Privileges page, an administrator disables access by restricting the privilege called "Access to Mobile." For more information, see Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.
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