Manage OTBI Folders

You can manage OTBI folders by following these guidelines.

Create OTBI Folders

You manage OTBI analyses and reports in the catalog, where you create folders to organize them.

Oracle recommends that you don't rename or delete the Shared Folders/Custom folder. Be mindful if you want to rename or delete any folder under the Shared Folders/Custom folder. Regularly back up content in My Folders and Shared Folders/Custom folders.

  1. Click Catalog to display the catalog.
  2. Navigate to a folder location where you want to create the folder in the Folders pane.

    Oracle recommends that you create folders under the Shared Folders/Custom folder.

  3. Click New and then click Folder.
  4. Enter a name for the folder and click OK to create the folder.

Set Folder Properties

You can access the properties of user objects or the Custom folder and any of its subfolders in the catalog to set folder permissions and other attributes.

You can view system information, and change attributes or ownership. Other users can access and modify the properties of only the objects that they create or own.

  1. Click Catalog to display the catalog.
  2. Click Shared Folders and Custom, and navigate to the custom folder you want to assign properties to.
  3. In the Tasks pane, click Properties.
  4. In the Properties dialog, select any of the options in the Attributes section:
    • Hidden - Hides the object.
    • System - Makes the object a system object.
    • Read-Only - Makes the object read-only.
    • Do Not Index - Excludes the object from the index used by the full-text catalog search. Excluded objects don't display in the results of any full-text catalog search; the object can still be found using the basic catalog search.
  5. Use the Ownership section to take ownership of a folder or object in the catalog.

    This area displays only if the proper privileges were assigned to the user, group, or role. The owner of an object or folder can't automatically access the object or folder.

    • Set ownership of this item - Click to become the owner of the folder or object.
    • Set ownership of this item and all subitems - Click to become the owner of the folder and any sub-folders or sub-items contained within the item. For example, if you click this link for a dashboard folder, then you take ownership of all of the dashboard's components.

Set Folder Permissions

You can set permissions or change ownership for any catalog object or folder. Non-administrative users can access and modify the permissions of the objects that they create or own.

  1. Click Catalog to display the catalog.
  2. In the catalog select the folder or object.
  3. In the Tasks pane, click Permissions.

    The owner and any other users, roles, or groups with permissions are listed in the Permissions list

  4. In the Permissions dialog choose from the following:
    • To add a user or a role - Click Add users/roles and search for users or roles to add to the Selected Members list, then click OK.
    • To delete a user or role - Select the account or role in the Permissions list and click Delete selected users/role.
    • To set ownership for a user - Select Custom in the Permissions list for the account, click Set Ownership, and then click OK. You can also select the Owner option for the user or role.
    • To set permissions for an object - Click the Permissions list for the account and select the permission.
  5. Click OK.

About Duty Role Access to Seeded Shared Folders

Each seeded shared folder in the catalog is secured using a specific reporting role.

All authenticated users inherit a Custom BI Webcat Reporting Duty role, CUSTOM_BI_WEBCAT_REPORTING_DUTY. The Custom BI Webcat Reporting Duty role inherits all of the seeded folder reporting roles.

This table lists the mapping between shared seeded folders and folder reporting roles.

Folder Path Duty Role Duty Role Name
/shared/Common Content BI_COMMON_CONTENT_REPORTING_DUTY Common Content Folder Reporting Duty
/shared/Customer Data Management BI_CDM_REPORTING_DUTY Customer Data Management Folder Reporting Duty
/shared/Enterprise Contracts BI_OKC_REPORTING_DUTY Enterprise Contracts Folder Reporting Duty
/shared/Extension BI_EXT_REPORTING_DUTY Extension Folder Reporting Duty
/shared/Financials BI_FIN_REPORTING_DUTY Financials Folder Reporting Duty
/shared/Higher Education BI_HED_REPORTING_DUTY Higher Education Folder Reporting Duty
/shared/Human Capital Management BI_HCM_REPORTING_DUTY Human Capital Management Folder Reporting Duty
/shared/Incentive Compensation BI_IC_REPORTING_DUTY Incentive Compensation Folder Reporting Duty
/shared/Loyalty BI_LOY_REPORTING_DUTY Loyalty Folder Reporting Duty
/shared/Manufacturing BI_MFG_REPORTING_DUTY Manufacturing Folder Reporting Duty
/shared/Marketing BI_MKT_REPORTING_DUTY Marketing Folder Reporting Duty
/shared/Partner BI_ZPM_REPORTING_DUTY Partner Folder Reporting Duty
/shared/Procurement BI_PRC_REPORTING_DUTY Procurement Folder Reporting Duty
/shared/Projects BI_PRJ_REPORTING_DUTY Projects Folder Reporting Duty
/shared/Public Sector BI_PSC_REPORTING_DUTY Public Sector Folder Reporting Duty
/shared/Risk Management BI_GRC_REPORTING_DUTY Risk Management Folder Reporting Duty
/shared/Sales BI_ZBS_REPORTING_DUTY Sales Folder Reporting Duty
/shared/Service BI_SVC_REPORTING_DUTY Service Folder Reporting Duty
/shared/Subscription Management BI_OSS_REPORTING_DUTY Subscription Management Folder Reporting Duty
/shared/Supply Chain Management BI_SCM_REPORTING_DUTY Supply Chain Management Folder Reporting Duty
/shared/Functional Setup BI_FSM_REPORTING_DUTY Functional Setups Folder Reporting Duty *Not inherited by Custom BI Webcat Reporting Duty
/shared/Security FBI_SECURITY_TRANSACTION_ANALYSIS_DUTY Security Transaction Analysis Duty *Not inherited by Custom BI Webcat Reporting Duty

Hide Seeded Folders and Their Content

You can hide seeded folders and their content from users by removing associated folder reporting roles from the Custom BI Webcat Reporting Duty role.

For example, if your users are managers or HR employees, you might want them to only see the HCM folders, or if their primary job function is in dealing with Supply Chain, then you might only want them to see the Supply Chain folders. There are many seeded folders, so hiding the content that a user sees, focuses their attention toward only the content they need.

  1. Log in to Fusion Applications Suite as a user with IT Security Manager privileges.
  2. Click Tools, and then click Security Console.
  3. Search for the Custom BI Webcat Reporting Duty.
  4. Click the down arrow and select Edit Role.
  5. Click Next to go to the Role Hierarchy step, and delete any roles for which seeded content should be hidden.

    For example, if you want to hide the Loyalty folder, then delete the Loyalty Folder Reporting Duty role.

  6. Click Next to go to the Summary step where you review and save changes.
  7. Click Save and Close.
  8. In the Oracle Transactional Business Intelligence Home page, click My Profile, and then click Administration from the menu.
  9. In the Maintenance and Troubleshooting section, click Reload Files and Metadata.
  10. Log in to Oracle Transactional Business Intelligence as any user without Administrator access and note the reduced folder list.

    After you complete these steps users without administrator privileges can't see seeded folders. You can grant access to specific custom job roles by adding the folder reporting role to the role hierarchy of your custom role in the Security Console.