Customizing Oracle BI Application Home Page and Dashboards

You can customize your Oracle Business Intelligence application's home page and dashboards.

  1. Configuring a New Home Page to Use a Symbolic URL.
  2. Determining the Oracle BI Report Path Argument.
  3. Adding Views for Custom Oracle BI Interactive Dashboards.

Configuring a New Home Page to Use a Symbolic URL

Oracle Business Intelligence applications are integrated with Siebel operational applications using the symbolic URL infrastructure. This task describes how to use symbolic URLs to link a new report to a Siebel operational application home page and how to add new Analytics Dashboards to the Siebel operational application. The symbolic URL specifies how the HTTP request to the external application should be constructed and to defines any arguments and values to be sent as part of the request.

This information assumes that you have successfully built a symbolic URL to link some external content. For more information on the symbolic URL infrastructure, see Siebel Portal Framework Guide.

For each Analytical report on a Siebel operational application home page, there is a symbolic URL record defined that links the home page to the Analytics report. If you have not already done so, you must create a new home page and set it up to use a symbolic URL.

This figure shows example Inline and IFrame symbolic URL arguments:

This image is an example of the populated screen.

To configure a new Home Page to use a symbolic URL:

  1. Make sure the symbolic URL has been set up.
  2. Launch the Siebel operational application and navigate to the Integration Administration, then Symbolic URL Administration view.
  3. Query for the symbolic URL that has been set up for Analytics.

    The name of this symbolic URL should be exactly the same as the calculated value of the field that was added to the Business Component. For example, you might have a symbolic URL named HomePageAnalytics.

  4. In the URL field, enter the Web URL. For example: 
    http://NQHOST/Analytics/saw.dll

    For the Host Name, choose the Analytics Server Name from the drop-down list. This table shows the other parameters for reports.

    Parameter Value

    NQHOST

    A virtual name in the URL that points to the Oracle BI Presentation Services host

    Fixup Name

    Inside Applet

    SSO Disposition

    Inline

    Oracle BI Presentation Services application name

    Select from the drop-down list
  5. Create the appropriate symbolic URL Arguments.

    These arguments depend upon the particular Analytics report that you are trying to display. The Argument Values should be the same for any Analytics report you work with, except for the Path Argument Value. SeeDetermining the Oracle BI Report Path Argument to determine the path to the Analytics report.

Determining the Oracle BI Report Path Argument

The Path argument provides the symbolic URL with the path to a report in Oracle BI Presentation Services. (For example, /shared/Sales/Pipeline/Overview/Top 10 Deals.) Use this procedure to determine the path to a report.

  1. Log on to your Oracle BI Presentation Services as an Administrator.
  2. In the Siebel operational application, navigate to Answers, then Oracle BI Presentation Services Administration.
  3. Select Manage Analytics Catalog, and then navigate to your report.
  4. Add this path name to the Symbolic URL argument.

    This table shows the symbolic URL path arguments for reports.

    Name Type Path Argument Value Append Sequence #

    Cmd

    Constant

    GO

    Y

    1

    Path

    Constant

    /shared/Sales/Pipeline/Overview/Top 10 Deals

    Y

    2

    Syndicate

    Constant

    Siebel

    Y

    3

    nQUser

    Command

    UseSiebelLoginId

    Y

    4

    nQPassword

    Command

    UseSiebelLoginPassword

    Y

    5

    PostRequest

    Command

    PostRequest

    Y

    6

Adding Views for Custom Oracle BI Interactive Dashboards

You can add views for custom Oracle BI interactive dashboards.

This task is similar to that of adding Oracle Business Intelligence reports to the home page:

  • Using Oracle's Siebel Tools, set up a new view.

  • In the Siebel operational application, define a symbolic URL for that view.

For more information on how to set up a view to use Symbolic URLs, see Siebel Portal Framework Guide.

To configure the symbolic URL for Analytics dashboards:

  1. Define a Symbolic URL.
    1. Navigate to Site Map, then Integration Administration, then Symbolic URL Administration.
    2. In the Symbolic URL Administration view, add a new record.
  2. Define Symbolic URL arguments.
    1. Navigate to Symbolic URL Administration.
    2. In the Symbolic URL Administration list, select the Symbolic URL you want to configure.