Prevent a Consumer User from Exporting Workbooks to PDF

You can prevent users from performing specific actions in Oracle Analytics. For example, you might want to create a user-defined application role that's based on the BI Consumer role but revoke the permission that allows users to export workbooks to a PDF (Export Workbook to Document).

1. Create a new application role and copy permissions from BI Consumer.
   1. Create an application role with a suitable name and description. For example, BI Consumer (prevent export) or a similar name.
   2. In the Create Application Role dialog, select the option Copy From an Existing Application Role, and select BI Consumer.
   See Add Your Own Application Roles.
2. Remove the Export Workbook to Document permission.
   See Grant and Revoke Permissions for Application Roles.
3. Assign the new application role BI Consumer (prevent export) to a user or a group.
   See Assign Application Roles to Users or Assign Application Roles to Groups.
4. Remove the predefined application role BI Consumer from the user or group.
5. Give users with the BI Consumer (prevent export) application role access to one or more workbooks and access to the folders where the workbooks are saved.

   When you give the BI Consumer (prevent export) application role access to the workbook, you must accept the option to cascade access to any datasets used by the workbook. That is, select the option Share related artifacts to ensure the workbook is usable in the Share Related Artifacts dialog that displays when you save changes to workbook permissions. See Add or Update Workbook Permissions.

   These users can access workbooks but they can’t export the content to PDF.

   See Add or Update Workbook Permissions.