| Oracle® Argus Insight Installation Guide Release 8.0 E49997-03 |
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This chapter includes the following topics:
Prior to integrating OBIEE with Argus Insight, the following tasks must be completed:
Since the data for analysis is based on Argus Mart schema and not the Insight Mart schema, the TNS entry for the Argus Mart schema should be present in the OBIEE 11g home in the path:
<OracleBI Home>\Oracle_BI1\network\admin\tnsnames.ora
Set up the TNS for Oracle Client Home in the PATH variable.
Run the Argus Mart Schema creation tool.
When the tool is run, the new tables, indexes, packages and all the objects required for OBIEE will be created in the Argus Mart schema.
Additionally, a read only user AM_BI_USER with read-only privileges on BI Objects will be created.
For detailed information on installation and upgrade of Argus Mart schema, refer to Oracle Argus Mart Installation Guide.
This section comprises the following sub-section:
Ensure OBIEE 11g (11.1.1.7.1) is installed and the Administrator Console and the Enterprise Manager (Fusion Middleware Control) is running by checking the following URLs:
http://<machinename>.<port>/em
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Note: Port 7001 is the default Weblogic port. It may change based upon the system configuration. Please check with your Oracle Weblogic administrator for the correct port number if the above port does not work as expected. |
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Note: The default password for the ArgusInsight.rpd repository file is insight123. You may change this password, as per your requirement prior to deployment in OBIEE, using the OBIEE Administrator Tool, see Section 9.2.3.2, "Changing the OBIEE RPD Password".You must remember to use this password in the steps mentioned below. |
The following are the steps to deploy OBIEE repository and catalog:
Log in to the Console and ensure that the BI_Server is up and running.
Log in to EM, and create an encrypted key entry in the EM for the Oracle Argus Insight RPD.
Expand the tree node Weblogic Domain and click on the bifoundation_domain (the domain created for OBIEE), and invoke the menu Weblogic Domain > Security > Credentials to give the screen as shown here:
Click Create Key, and enter the following details for the ArgusInsight rpd file:
– Select Map: oracle.bi.enterprise
– Key: repository.ArgusInsight
– Type: password
– User Name: Administrator
– Password: password of choice
Click OK to create the security key.
Invoke the System MBean Browser.
Navigate to the MBean Application Defined MBeans > oracle.biee.admin > Domain: bifoundation_domain > BIDomain > BIDomain.
Navigate to the Operations tab and click lock, and then click Invoke to lock the domain.
In the same window navigate to the Domain: bifoundation_domain > BIDomain.BIInstance.ServerConfiguration - BIDomain.BIInstance.ServerConfiguration.
In the Attributes tab, change the attribute RepositoryName as ArgusInsight, and click Apply.
Navigate to Domain: bifoundation_domain > BIDomain.BIInstance.PresentationServerConfiguration > BIDomain.BIInstance.PresentationServerConfiguration.
In the Attributes tab, change the attribute WebCatalogSharedLocation as $ORACLE_INSTANCE/bifoundation/OracleBIPresentationServicesComponent/$COMPONENT_NAME/catalog/argusinsight, and click Apply.
Navigate back to the MBean Application Defined MBeans > oracle.biee.admin > Domain: bifoundation_domain > BIDomain > BIDomain.
In the Operations tab, invoke the commit operation pass the parameter as ERROR.
Navigate through the tree control (Business Intelligence > coreapplication), and select a repository from the right side pane.
Go to Deployment tab, select Repository tab, and click Lock and Edit.
A confirmation message appears, click Close.
Perform the following:
Repository file: Upload the Repository file ArgusInsight.rpd from the path where you have copied the rpd.
For example: <AI Home>\report\ArgusInsight.rpd of AI)
Repository Password: insight123 (or it must be the changed password in case it has been modified, as mentioned in the note before the procedure.)
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Note: If the OBIEE Server is not the same machine as the install machine, then copy the catalog file from <AI Home>\report\catalog\argusinsight.zip into the machine where OBIEE server is installed. |
Confirm the catalog location as $ORACLE_INSTANCE/bifoundation/OracleBIPresentationServicesComponent/$COMPONENT_NAME/catalog/argusinsight.
Copy the Catalog from the Oracle Argus Insight installed directory to the location mentioned above.
For example:
Installed location: d:\ArgusInsight\OBIEE\Catalog\argusinsight.zip to the location in WLS: MIDDLEWARE_HOME>\instances\instance1\bifoundation\OracleBIPresentationServicesComponent\coreapplication_obips1\catalog, and extract the zip file to the same location.
Click Apply and then Activate Changes.
Restart the OBIEE Services.
Open the Oracle Argus Insight RPD in the Administration Tool in online mode and specify the details, as mentioned below:
Repository Password: insight123
User: weblogic or BISystemUser
Password: Password for the user mentioned above
When the Oracle Argus Insight RPD is opened in online mode, change the Connection Pool settings, as follows:
Change the AI80_SRC > AI80OBIEE_CP and AI80OBIEE_CP_InitBlocks to point to the read only user created at the time of Argus Mart schema creation.
Data Source Name: TNS name entry for Argus Mart DB Instance.
User Name: <AM_BI_USER> [the schema name specified for the Argus Mart Schema during installation, the read only user created].
Password: The password specified for the < AM80OBI > schema.
Save the RPD.
Connection Pool: AI80OBIEE_CP
The connection pool should be created based on the target database, which contains all the Argus Insight dimensions, fact tables and views.
Set the Connection Script as "call pkg_rls.set_context(':USER', 0, 'ARGUS_INSIGHT', null);" at "Execute Before Query".
Connection Pool: AI80OBIEE_CP_InitBlocks
This connection pool should be created for Initialization blocks to run the select statements inside the Initialization strings.
Set the Connection Script as "call pkg_rls.set_context(':USER', 0, 'ARGUS_INSIGHT', null);" at "Execute Before Query".
To change the default password for OBIEE RPD, execute the following steps:
Open the BI Administrator Tool and open <ARGUS_INSIGHT_ HOME>\report\ArgusInsight.rpd in Offline mode.
Select File > Change Password.
Enter the old password as insight123 (default password).
Enter the new password and confirm by entering it again.
You must remember this password, instead of the default password, and use the same later in the installation process.
This section provides the steps to create users and groups in OBIEE, and also comprises the following sub-sections:
To create users and groups in OBIEE:
Open a new browser window for the WebLogic Administration Console.
Navigate to Security Realms > myrealm > Users and Groups tab.
Select the Groups tab, and click New.
Enter the group name as AIAdmin, and click OK.
Follow the above process to create the groups AISafetyGroup and AIConsumersGroup.
The following are the steps to assign OBIEE application roles to the OBIEE groups:
Start a new browser window for the Enterprise Manager for Fusion Middleware Control, and navigate to the Business Intelligence > coreapplication Overview page.
Invoke the Application Roles by choosing from the menu drop down at Business Intelligence Instance > Security > Application Roles.
Click on BIAdministrator application role, and add the group AIAdmin.
Click OK.
Repeat the above steps to add the groups created as per the table given here:
Table 9-1 OBIEE Application Roles and Groups
| Application Role | Groups to be Added |
|---|---|
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BIAdministrator |
AIAdmin |
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BIAuthor |
AIAdmin, AISafetyGroup |
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BIConsumer |
AIAdmin, AISafetyGroup, AIConsumersGroup |
Refer to Section 9.4, "OBIEE Default Application Roles" for a list of privileges present as per the BIApplication Role specified above.
The following are the steps to create users in WebLogic server:
Start a new browser window for the WebLogic Administration Console.
Navigate to Security Realms > myrealm > Users and Groups tab.
Select the Users tab, and click New.
Enter the User Name and Password details.
Click OK to save the user in the embedded LDAP.
You return to Users tab.
Click on the newly created User.
Click the Groups tab, and select the Group for the user to be added to and save the details.
Repeat the above steps to add users to the other groups (see Table 9-1).
| Component | Privilege | Description | Default Role Granted |
|---|---|---|---|
| Access | Access to Dashboards | Allows users to view dashboards. | BIConsumer |
| Access | Access to Answers | Allows users to access the basic features of the Analysis editor. | BIAuthor |
| Access | Access to Delivers | Allows users to create and edit agents. | BIAuthor |
| Access | Access to Briefing Books | Allows users to view and download briefing books. | BIConsumer |
| Access | Access to Administration | Allows users to access the Administration pages in Presentation Services, | BIAdministrator |
| Access | Access to Segments | Allows users to access segments in Oracle's Siebel Marketing. | BIConsumer |
| Access | Access to Segment Trees | Allows users to access segment trees in Oracle's Siebel Marketing. | BIAuthor |
| Access | Access to List Formats | Allows users to access list formats in Oracle's Siebel Marketing. | BIAuthor |
| Access | Access to Metadata Dictionary | Allows users to access the metadata dictionary information for subject areas, folders, columns, and levels. | BIAdministrator |
| Access | Access to Oracle BI for Microsoft Office | See Section C.2.3.3.2, "Access to Oracle BI for Microsoft Office Privilege." | BIConsumer |
| Access | Access to Conditions | Allows users to create conditions. | BIAuthor |
| Access | Access to KPI Builder | Allows users to create KPIs. | BIAuthor |
| Access | Access to Scorecard | Allows users access to Oracle BI Scorecard. | BIConsumer |
| Actions | Create Navigate Actions | See Section C.2.3.3.1, "Access to Oracle BI Enterprise Edition Actions." | BIAuthor |
| Actions | Create Invoke Actions | See Section C.2.3.3.1, "Access to Oracle BI Enterprise Edition Actions." | BIAuthor |
| Actions | Save Actions Containing Embedded HTML | See Section C.2.3.3.1, "Access to Oracle BI Enterprise Edition Actions." | BIAdministrator |
| Admin: Catalog | Change Permissions | Allows users to modify permissions for catalog objects. | BIAuthor |
| Admin: Catalog | Toggle Maintenance Mode | Shows the Toggle Maintenance Mode link on the Presentation Services Administration page, which allows users to turn maintenance mode on and off. In maintenance mode, the catalog is read-only; no one can write to it. | BIAdministrator |
| Admin: General | Manage Sessions | Shows the Manage Sessions link on the Presentation Services Administration page, which displays the Manage Sessions page in which users manage sessions. | BIAdministrator |
| Admin: General | Manage Dashboards | Allows users to create and edit dashboards, including editing their properties. | BIAdministrator |
| Admin: General | See Session IDs | Allows users to see session IDs on the Manage Sessions page. | BIAdministrator |
| Admin: General | Issue SQL Directly | Shows the Issue SQL link on the Presentation Services Administration page, which displays the Issue SQL page in which users enter SQL statements. | BIAdministrator |
| Admin: General | View System Information | Allows users to view information about the system at the top of the Administration page in Presentation Services. | BIAdministrator |
| Admin: General | Performance Monitor | Allows users to monitor performance. | BIAdministrator |
| Admin: General | Manage Agent Sessions | Shows the Manage Agent Sessions link on the Presentation Services Administration page, which displays the Manage Agent Sessions page in which users manage agent sessions. | BIAdministrator |
| Admin: General | Manage Device Types | Shows the Manage Device Types link on the Presentation Services Administration page, which displays the Manage Device Types page in which users manage device types for agents. | BIAdministrator |
| Admin: General | Manage Map Data | Shows the Manage Map Data link on the Presentation Services Administration page, which displays the Manage Map Data page in which users edit layers, background maps, and images for map views. | BIAdministrator |
| Admin: General | See Privileged Errors | Allows users to see privileged error messages. Users can see detailed error messages about database connections or other details when lower level components fail. | BIAdministrator |
| Admin: General | See SQL Issued in Errors | Allows users to see SQL statements that are returned by the BI Server in error messages. | BIConsumer |
| Admin: General | Manage Marketing Jobs | Shows the Manage Marketing Jobs link on the Presentation Services Administration page, which displays the Marketing Job Management page in which users manage marketing jobs. | BIAuthor |
| Admin: General | Manage Marketing Defaults | Shows the Manage Marketing Defaults link on the Presentation Services Administration page, which displays the Manage Marketing Defaults page in which users manage defaults for Oracle's Siebel Marketing application. | BIAdministrator |
| Admin: Security | Manage Catalog Groups | Shows the Manage Catalog Groups link on the Presentation Services Administration page, which displays the Manage Catalog Groups page in which users edit Catalog groups. | BIAdministrator |
| Admin: Security | Manage Privileges | Shows the Manage Privileges link on the Presentation Services Administration page, which displays the Manage Privileges page in which users manage the privileges that are described in this table. | BIAdministrator |
| Admin: Security | Set Ownership of Catalog Objects | Allows users to edit the ownership of objects in the catalog on the Catalog page. | BIAdministrator |
| Admin: Security | User Population - Can List Users | Allows users to see the list of users for which they can perform tasks such as assigning privileges and permissions. | BIConsumer, BISystem |
| Admin: Security | User Population - Can List Groups | Allows users to see the list of groups for which they can perform tasks such as assigning privileges and permissions. | BIConsumer, BISystem |
| Briefing Book | Add To or Edit a Briefing Book | Allows users to see the Add to Briefing Book link on dashboard pages and analyses and the Edit link in briefing books. | BIAuthor |
| Briefing Book | Download Briefing Book | Allows users to download briefing books. | BIConsumer |
| Catalog | Personal Storage | Allows users to have write access to their own My Folders folders and can create content there. If users do not have this privilege, then they can receive email alerts but cannot receive dashboard alerts. | BIConsumer |
| Catalog | Reload Metadata | Allows users to click the Reload Server Metadata link from the Refresh menu in the toolbar of the Subject Areas pane. | BIAdministrator |
| Catalog | See Hidden Items | Allows users to see hidden items in catalog folders. Users can also select the Show Hidden Items box on the Catalog page. | BIAuthor |
| Catalog | Create Folders | Allows users to create folders in the catalog. | BIAuthor |
| Catalog | Archive Catalog | Allows users to archive the folders and objects in the catalog. | BIAdministrator |
| Catalog | Unarchive Catalog | Allows users to unarchive catalog objects that have been archived previously. | BIAdministrator |
| Catalog | Upload Files | Allows users to upload files into an existing catalog. | BIAdministrator |
| Conditions | Create Conditions | Allows users to create or edit named conditions. | BIAuthor |
| Dashboards | Save Customizations | See Section 19.5, "Controlling Access to Saved Customization Options in Dashboards." | BIConsumer |
| Dashboards | Assign Default Customizations | See Section 19.5, "Controlling Access to Saved Customization Options in Dashboards." | BIAuthor |
| Formatting | Save SystemWide Column Formats | Allows users to save systemwide defaults when specifying formats for columns. | BIAdministrator |
| My Account | Access to My Account | Allows users to access the My Account dialog. | BIConsumer |
| My Account | Change Preferences | Allows users to access the Preferences tab of the My Account dialog. | BIConsumer |
| My Account | Change Delivery Options | Allows users to access the Delivery Options tab of the My Account dialog. | BIConsumer |
| Answers | Create Views | Allows users to create views. | BIAuthor |
| Answers | Create Prompts | Allows users to create prompts. | BIAuthor |
| Answers | Access Advanced Tab | Allows users to access the Advanced tab in the Analysis editor. | BIAuthor |
| Answers | Edit Column Formulas | Allows users to edit column formulas. | BIAuthor |
| Answers | Save Content with HTML Markup | Allows users to save objects such as views and actions that contain HTML code. | BIAdministrator |
| Answers | Enter XML and Logical SQL | Allows users to use the Advanced SQL tab. | BIAuthor |
| Answers | Edit Direct Database Analysis | Allows users to create and edit requests that are sent directly to the back-end data source. | BIAdministrator |
| Answers | Create Analysis from Simple SQL | Allows users to select the Create Analysis from Simple SQL option in the Select Subject Area list. | BIAdministrator |
| Answers | Create Advanced Filters and Set Operations | Allows users to click the Combine results based on union, intersection, and difference operations button from the Criteria tab in the Analysis editor. | BIAuthor |
| Answers | Save Filters | Allows users to save filters | BIAuthor |
| Answers | Execute Direct Database Analysis | Allows users to issue requests directly to the back-end data source. | BIAdministrator |
| Delivers | Create Agents | Allows users to create agents. | BIAuthor |
| Delivers | Publish Agents for Subscription | Allows users to publish agents for subscription. | BIAuthor |
| Delivers | Deliver Agents to Specific or Dynamically Determined Users | Allows users to deliver agents to other users. | BIAdministrator |
| Delivers | Chain Agents | Allows users to chain agents. | BIAuthor |
| Delivers | Modify Current Subscriptions for Agents | Allows users to modify the current subscriptions for agents, including unsubscribing users. | BIAdministrator |
| Proxy | Act As Proxy | Allows users to act as proxy users for other users, as described in Section C.5, "Enabling Users to Act for Others." | Denied: BIConsumer |
| RSS Feeds | Access to RSS Feeds | Allows users to subscribe to and receive RSS feeds with alerts and contents of folders.
If Presentation Services uses the HTTPS protocol, then the RSS Reader that you use must also support the HTTPS protocol. |
BIAuthor |
| Scorecard | Create/Edit Scorecards | Allows users to create and edit scorecards. | BIAuthor |
| Scorecard | View Scorecards | Allows users to view scorecards. | BIConsumer |
| Scorecard | Create/Edit Objectives | Allows users to create and edit objectives. | BIAuthor |
| Scorecard | Create/Edit Initiatives | Allows users to create and edit initiatives. | BIAuthor |
| Scorecard | Create Views | Allows users to create and edit scorecard views, such as strategy trees. | BIAuthor |
| Scorecard | Create/Edit Causes and Effects Linkages | Allows users to create and edit cause and effect relationships. | BIAuthor |
| Scorecard | Create/Edit Perspectives | Allows users to create and edit perspectives. | BIAdministrator |
| Scorecard | Add Annotations | Allows users to add comments to KPIs and scorecard components. | BIConsumer |
| Scorecard | Override Status | Allows users to override statuses of KPIs and scorecard components. | BIConsumer |
| Scorecard | Create/Edit KPIs | Allows users to create and edit KPIs. | BIAuthor |
| Scorecard | Add Scorecard Views to Dashboards | Allows users to add scorecard views (such as strategy trees) to dashboards. | BIConsumer |
| List Formats | Create List Formats | Allows users to create list formats in Oracle's Siebel Marketing. | BIAuthor |
| List Formats | Create Headers and Footers | Allows users to create headers and footers for list formats in Oracle's Siebel Marketing. | BIAuthor |
| List Formats | Access Options Tab | Allows users to access the Options tab for list formats in Oracle's Siebel Marketing. | BIAuthor |
| List Formats | Add/Remove List Format Columns | Allows users to add and remove columns for list formats in Oracle's Siebel Marketing. | BIAdministrator |
| Segmentation | Create Segments | Allows users to create segments in Oracle's Siebel Marketing. | BIAuthor |
| Segmentation | Create Segment Trees | Allows users to create segment trees in Oracle's Siebel Marketing. | BIAuthor |
| Segmentation | Create/Purge Saved Result Sets | Allows users to create and purge saved result sets in Oracle's Siebel Marketing. | BIAdministrator |
| Segmentation | Access Segment Advanced Options Tab | Allows users to access the Segment Advanced Options tab in Oracle's Siebel Marketing. | BIAdministrator |
| Segmentation | Access Segment Tree Advanced Options Tab | Allows users to access the Segment Tree Advanced Options tab in Oracle's Siebel Marketing. | BIAdministrator |
| Segmentation | Change Target Levels within Segment Designer | Allows users to change target levels within the Segment Designer in Oracle's Siebel Marketing. | BIAdministrator |
| SOAP | Access SOAP | Allows users to access various web services. | BIConsumer, BISystem |
| SOAP | Impersonate as System User | Allows users to impersonate a system user using a web service. | BISystem |
| SOAP | Access MetadataService | Allows users to access the MetadataService web service. | BIConsumer, BISystem |
| SOAP | Access AnalysisExportViewsService | Allows users to access the ReportingEditingService web service. | BIConsumer |
| SOAP | Access ReportingEditingService | Allows users to access the ReportingEditingService web service. | BIConsumer, BISystem |
| SOAP | Access ConditionEvaluationService | Allows users to access the ConditionEvaluationService web service. | BIConsumer, BISystem |
| SOAP | Access ReplicationService | Allows users to access the ReplicationService web service to replicate the Oracle BI Presentation Catalog. | BISystem |
| SOAP | Access CatalogIndexingService | Allows users to access the CatalogIndexingService web service to index the Oracle BI Presentation Catalog for use with full-text search. | BISystem |
| SOAP | Access DashboardService | Allows users to access the DashboardService web service. | BIConsumer, BISystem |
| SOAP | Access SecurityService | Allows users to access the SecurityService web service. | BIConsumer, BISystem |
| SOAP | Access ScorecardMetadataService | Allows users to access the ScorecardMetadataService web service. | BIConsumer, BISystem |
| SOAP | Access ScorecardAssessmentService | Allows users to access the ScorecardAssessmentService web service. | BIConsumer, BISystem |
| SOAP | Access HtmlViewService | Allows users to access the HtmlViewServiceService web service. | BIConsumer, BISystem |
| SOAP | Access CatalogService | Allows users to access the CatalogService web service. | BIConsumer, BISystem |
| SOAP | Access IBotService | Allows users to access the IBotService web service. | BIConsumer, BISystem |
| SOAP | Access XmlGenerationService | Allows users to access the XmlGenerationService web service. | BIConsumer, BISystem |
| SOAP | Access JobManagementService Service | Allows users to access the JobManagementService web service. | BIConsumer, BISystem |
| SOAP | Access KPIAssessmentService | Allows users to access the JKPIAssessmentService web service. | BIConsumer, BISystem |
| Subject Area (by its name) | Access within Oracle BI Answers | Allows users to access the specified subject area within the Answers editor. | BIAuthor |
| View Analyzer | Add/Edit AnalyzerView | Allows users to access the Analyzer view. | BIAdministrator |
| View Column Selector | Add/Edit Column SelectorView | Allows users to create and edit column selector views. | BIAuthor |
| View Compound | Add/Edit CompoundView | Allows users to create and edit compound layouts. | BIAuthor |
| View Graph | Add/Edit GraphView | Allows users to create and edit graph views. | BIAdministrator |
| View Funnel | Add/Edit FunnelView | Allows users to create and edit funnel graph views. | BIAuthor |
| View Gauge | Add/Edit GaugeView | Allows users to create and edit gauge views. | BIAuthor |
| View Filters | Add/Edit FiltersView | Allows users to create and edit filters. | BIAuthor |
| View Dashboard Prompt | Add/Edit Dashboard PromptView | Allows users to create and edit dashboard prompts. | BIAuthor |
| View Static Text | Add/Edit Static TextView | Allows users to create and edit static text views. | BIAuthor |
| View Legend | Add/Edit Legend View | Allows users to create and edit legend views. | BIAuthor |
| View Map | Add/Edit MapView | Allows users to create and edit map views. | BIAuthor |
| View Narrative | Add/Edit NarrativeView | Allows users to create and edit narrative views. | BIAuthor |
| View Nested Request | Add/Edit Nested RequestView | Allows users to create and edit nested analyses. | BIAuthor |
| View No Results | Add/Edit No ResultsView | Allows users to create and edit no result views. | BIAuthor |
| View Pivot Table | Add/Edit Pivot TableView | Allows users to create and edit pivot table views. | BIAuthor |
| View Report Prompt | Add/Edit Report PromptView | Allows users to create and edit prompts. | BIAuthor |
| View Create Segment | Add/Edit Create SegmentView | Allows users to create and edit segment views. | BIAuthor |
| View Logical SQL | Add/Edit Logical SQLView | Allows users to create and edit logical SQL views. | BIAuthor |
| View Table | Add/Edit TableView | Allows users to create and edit table views. | BIAuthor |
| View Create Target List | Add/Edit Create Target ListView | Allows users to create and edit target list views. | BIAuthor |
| View Ticker | Add/Edit TickerView | Allows users to create and edit ticker views. | BIAuthor |
| View Title | Add/Edit TitleView | Allows users to create and edit title views. | BIAuthor |
| View View Selector | Add/Edit View SelectorView | Allows users to create and edit view selector views. | BIAuthor |
| Write Back | Write Back to Database | Grants the right to write data into the data source. | Denied: BIConsumer |
| Write Back | Manage Write Back | Grants the right to manage write back requests. | BIAdministrator |
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