8Analytics and Reports Management

This chapter contains the following:

Schedule Reports and Analytics

Every job definition has a job type, such as Java or Oracle Business Intelligence (BI) Publisher reports. You can only create or duplicate job definitions that are based on BI Publisher reports. When there's a job definition for a BI Publisher report, users can run the report as a scheduled process in the Scheduled Processes work area. Otherwise, they can open reports (which are set up to be run online) elsewhere, for example in the Reports and Analytics work area.

Create Job Definitions

Here's how you create a job definition for a BI Publisher report:

  1. In the Setup and Maintenance work area, go to the Manage Enterprise Scheduler Job Definitions and Job Sets task in the Application Extensions functional area. Or, depending on your offering, you might use a different functional area.

    Note: If you don't see the task, make sure that the Enterprise Scheduler Job Definitions and Job Sets feature is enabled at the offering level.
  2. On the Manage Enterprise Scheduler Job Definitions and Job Sets page, click the Manage Job Definitions tab.

  3. Click the Create icon.

  4. Fill in the Job Definition section.

    Field or Check Box What You Do

    Display Name

    Enter the name that users see and select to submit the scheduled process.

    Name

    Enter a name with only alphanumeric characters, for example, AtkEssPrograms1. It can't have spaces or any special characters.

    Job Application Name

    Select the application to associate the job definition with.

    Enable submission from Enterprise Manager

    Make sure you don't select this check box.

    Job Type

    Select BIPJobType.

    Default Output Format

    Select the output format users get by default when they submit the scheduled process.

    Report ID

    Enter the path to the report in the BI catalog, starting with the folder within Shared Folders, for example: Custom/<Family Name>/<Product Name>/<Report File Name>.xdo.

    Make sure to include the .xdo file extension for the report definition.

    Enable submission from Scheduled Processes

    Leave the check box selected.

  5. In the Parameters subtab, you can define parameters that are available to users when they submit the scheduled process based on your job definition.

  6. In the User Properties subtab, don't create or edit a user property unless you have the accurate information that's required to create or edit one. The EXT_PortletContainerWebModule user property is automatically created.

  7. Click Save and Close.

When you create a job definition, a privilege with the same name as the job definition is automatically created. For example, for a job definition named AtkEssPrograms, the privilege is named RUN_ATKESSPROGRAMS. Use the Security Console to assign this privilege to roles, as needed.

Duplicate Job Definitions

You can also create job definitions by duplicating existing job definitions, including parameters. If you're duplicating a predefined job definition, make sure you test it carefully because it might not work exactly like the original.

  1. On the Manage Job Definitions tab, select a job definition with the BIPJobType job type.

  2. Click Duplicate to get another row in the table with the duplicate job definition.

  3. Select the duplicate job definition and click Edit.

  4. Enter the name and path.

  5. Update the parameters if you need to.

  6. Click Save and Close.

When you duplicate a job definition, you automatically create a view object with the same name in the list of values sources. Validations for the attributes in the parameters view object aren't copied over.

Define Parameters for Job Definitions

A parameter controls which records are included or how they are affected when a job runs. Job definitions can have one or more parameters or none at all. You define parameters while creating or editing job definitions using the Manage Enterprise Scheduler Job Definitions and Job Sets page. In the Setup and Maintenance work area, use the following:

  • Functional Area: Application Extensions or a product-specific functional area

  • Task: Manage Enterprise Scheduler Job Definitions and Job Sets

When users run the scheduled process, the values they enter for the parameters determine the data to be included in the report. Also, the values are passed to the data model that the report is using.

The parameters that you define must be in the same order as parameters in the data model. For example, the data model has parameters in this order:

  • P_START_DATE

  • P_END_DATE

  • P_CURRENCY

You create parameters as follows:

  • Start Date

  • End Date

  • Currency

Defining Parameters: Job Definitions

To define parameters while creating or editing job definitions:

  1. On the Manage Job Definitions page, open the Parameters sub tab.

  2. Click Create.

  3. Enter the parameter prompt that users see when they submit the scheduled process.

  4. Select a data type and configure how the parameter and the data entered are displayed, as described in this table.

    Data Type Fields

    Boolean

    Select this if you want the parameter to be a check box.

    Select True or False to determine if the check box is selected or not.

    Date or time

    Select Date and time or Date only option.

    Select a value from the Default Date Format.

    Number

    Select a Number Format.

    Select Left or Right for data alignment.

    String

    Select a Page Element.

    Select Text box if you want the user to provide a text.

    Select Choice list if you want a list with limited options (maximum 10).

    Select List of values if you want a list with unlimited options with a search facility.

  5. Select the Read Only check box if you don't want to enable users to set this parameter. When a parameter is set as read only, the user is required to provide a default value to be passed to the job definition.

  6. If you select list of values or choice list page element, select a List of Values Source and an Attribute. Use the list of values sources from the Manage List of Values Sources tab. Don't define lists of values in the data model that the report is using.

  7. From the list of available attributes, select the attributes you want to appear in the list and move them to the selected attributes section. These attributes determine the values that the user can see.

  8. Define a Default Value for the parameter.

  9. In the Tooltip Text field, provide additional information for the user to follow.

  10. Select the Required check box if users must set this parameter to submit the scheduled process.

  11. Select the Do not Display check box if users should not see this parameter while submitting the process.

  12. Click Save and Create Another or Save and Close.

Dependent Parameters

The attributes of some parameters depend on the attributes or values of certain other parameters. The attributes of a parameter would change if the value of its dependent parameter changes.

For example, you have three parameters, namely Country, State and, City. In this case, the value of the Country parameter would determine the values available in the State parameter. The values in the State parameter would determine the values available in the City parameter.

Set Up Reports for Scheduling

You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics work area and panel tab, then you need to configure properties for the corresponding reports.

Enabling a Report for Scheduling

  1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.

  2. Click Properties.

  3. In the General tab in the Properties dialog box, enter the field values as shown in this table and then click OK.

Field Value

Enterprise Scheduler Job Package Name

Enter the path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

Enter the job definition name (not display name), for example: ABCDEFG

Add Analyses to Application Pages

Add an Analysis to the Project Performance Dashboard

This example shows how to add an analysis to the Project Performance Dashboard. This dashboard is a page in the application, not a dashboard in the business intelligence (BI) catalog.

You can add predefined or user-defined analyses to any desktop page that you can personalize or edit.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis do you want to add to the dashboard?

Project Income Statement

Caution: Ensure that the analysis doesn't query a large number of records. If it is, then the Project Performance Dashboard page can take a long time to open after you add the analysis.

Do you have to change the layout of the page?

Yes, to a two-column layout that is wider on the right side.

Note: The one- or two-column layout gives enough space to properly display analyses.

Do you want all or only one view of the analysis?

All views.

Are these changes for you only, or for all users of the Project Performance Dashboard?

You only.

Adding an Analysis

  1. Open the Project Performance Dashboard.

  2. Click your name in the global header and from the Administration submenu select Edit Pages....

  3. You need to be in an active sandbox session to add an analysis. Activate a sandbox if you're not already in a sandbox session. Click Activate Sandbox.

    If you are already in an active sandbox session, steps 3 to 7 are not required.

  4. On the Manage Sandboxes window, select a sandbox and click Set as Active.

  5. After you activate the sandbox, the application redirects you to the home page. On the Warning window, click Yes to continue.

  6. Open the Project Performance Dashboard.

  7. Click your name in the global header and from the Administration submenu select Edit Pages....

  8. Click Change Layout and select the Two columns, narrow left option.

  9. Click Add Content for the wider column.

    The Reports and Analytics folder in the Add Content dialog box contains what's in the BI catalog.

  10. Click through the folders in the catalog until you see the Project Financials Sample Reports folder. Click the name of the analysis in this folder, and click Add to include all views of the analysis.

    If you click Open or Project Income Statement, you can select a specific view to add.

  11. Click Close after you see the analysis added to the top of the wider column on the dashboard.

  12. Click Close to close the composer view and view the dashboard.

Manage Predefined Catalog Permission

You may want to remove access to predefined catalog folders so that those associated with offerings you don't use aren't displayed. You can hide the entire predefined catalog or selectively display root catalog folders for offerings. Offerings are controlled by the Custom BI Web cat Reporting Duty role and associated roles for each.

Using roles, you can manage folder access in a number of ways, depending on requirements and previous modifications you have made.

  • Remove duty roles for parent folders from the Custom BI Web cat Reporting Duty role so that all users see a subset of the predefined catalog. Leave roles only for the offerings you want to retain access for.

  • Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role to hide the entire predefined catalog and display only /Shared/Custom folders. For example, you can remove BI catalog access for external users such as partners who have no access to reporting.

  • Delete all catalog reporting duty roles from the Custom BI Web cat Reporting Duty role. Also, add catalog reporting duty roles to a new or existing job role so that job roles with BI access get default access to the predefined catalog. For example, by default, Financial job roles have access to Financial reporting content but Human Capital Management job roles don't have access to the predefined HCM BI catalog. You can grant the Human Capital Management Folder Reporting Duty role to new job roles to allow access to predefined HCM reports.

Hide Predefined Catalog Folders

All authenticated users have the Custom BI Web cat Reporting Duty role, which inherits all of the folder reporting roles that determine access and visibility of root level catalog folders. Administrators with IT Security Manager privileges can hide predefined folders by removing their associated roles from the duty role.

  1. Open the Security Console.

  2. Search for Custom BI Web cat Reporting Duty.

  3. In the search results, click Actions > Edit Role.

  4. Click Next twice to navigate to the Role Hierarchy step.

  5. To hide all folders, remove all of the roles from the hierarchy. Leave any roles for offerings you want to retain access for.

  6. Run the Import User and Role Application Security Data process to synchronize security changes.

  7. Click Browse Catalog in the Reports and Analytics work area and click Administration. In the Maintenance and Troubleshooting section, select Reload Files and Metadata to refresh the the BI cache.

BI Reporting Roles

This table shows the mapping between shared root catalog folders, folder reporting roles, and job roles.

Catalog Folder Duty Role Duty Role Name Associated Job Roles

/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

ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB, ORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB, ORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB, ORA_OKC_SUPPLIER_CONTRACT_TEAM_MEMBER_ABSTRACT

/Shared/Extension

BI_EXT_REPORTING_DUTY

Extension Folder Reporting Duty

/Shared/Financials

BI_FIN_REPORTING_DUTY

Financials Folder Reporting Duty

ORA_AP_ACCOUNTS_PAYABLE_INVOICE_SUPERVISOR_JOB ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB, ORA_AP_ACCOUNTS_PAYABLE_PAYMENT_SUPERVISOR_JOB, ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_SOD_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB, ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_SOD_JOB, ORA_AR_BILLING_MANAGER_JOB, ORA_AR_BILLING_SPECIALIST_JOB, ORA_CE_CASH_MANAGER_JOB, ORA_EXM_EXPENSE_MANAGER_JOB, ORA_FA_ASSET_ACCOUNTANT_JOB, ORA_FA_ASSET_ACCOUNTING_MANAGER_JOB, ORA_FUN_INTERCOMPANY_ACCOUNTANT_JOB, ORA_GL_FINANCIAL_ANALYST_JOB, ORA_VRM_REVENUE_ANALYST_JOB, ORA_VRM_REVENUE_MANAGER_JOB, ORA_XCC_BUDGET_MANAGER_JOB

/Shared/Higher Education

BI_HED_REPORTING_DUTY

Higher Education Folder Reporting Duty

ORA_HEQ_ADMISSIONS_COORDINATOR_JOB, ORA_HEQ_ADMISSIONS_MANAGER_JOB, ORA_HER_ACADEMIC_COORDINATOR_JOB, ORA_HER_REGISTRAR_JOB, ORA_HES_BURSAR_JOB, ORA_HEY_STUDENT_SERVICES_MANAGER_JOB, ORA_HEY_STUDENT_SUPPORT_ADVISOR_JOB

/Shared/Human Capital Management

BI_HCM_REPORTING_DUTY

Human Capital Management Folder Reporting Duty

By default, predefined HCM job roles have no access to the the predefined content.

/Shared/Incentive Compensation

BI_IC_REPORTING_DUTY

Incentive Compensation Folder Reporting Duty

ORA_CN_INCENTIVE_COMPENSATION_ANALYST_JOB, ORA_CN_INCENTIVE_COMPENSATION_MANAGER_JOB, ORA_CN_INCENTIVE_COMPENSATION_PARTICIPANT_ABSTRACT, ORA_CN_INCENTIVE_COMPENSATION_PARTICIPANT_MANAGER_ABSTRACT, ORA_CN_INCENTIVE_COMPENSATION_PLAN_ADMINISTRATOR_JOB

/Shared/Loyalty

BI_LOY_REPORTING_DUTY

Loyalty Folder Reporting Duty

ORA_LOY_LOYALTY_MARKETING_MANAGER_JOB, ORA_LOY_LOYALTY_PROGRAM_ADMINISTRATOR_JOB

/Shared/Manufacturing

BI_MFG_REPORTING_DUTY

Manufacturing Folder Reporting Duty

ORA_CSE_ASSET_ADMINISTRATOR_JOB

/Shared/Marketing

BI_MKT_REPORTING_DUTY

Marketing Folder Reporting Duty

ORA_MKL_SALES_LEAD_QUALIFIER_JOB, ORA_MKT_CORPORATE_MARKETING_MANAGER_JOB, ORA_MKT_MARKETING_ANALYST_JOB, ORA_MKT_MARKETING_MANAGER_JOB, ORA_MKT_MARKETING_OPERATIONS_MANAGER_JOB, ORA_MKT_MARKETING_VP_JOB

/Shared/Partner

BI_ZPM_REPORTING_DUTY

Partner Folder Reporting Duty

ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB, ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB, ORA_ZPM_CHANNEL_SALES_MANAGER_JOB

/Shared/Procurement

BI_PRC_REPORTING_DUTY

Procurement Folder Reporting Duty

ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB, ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB, ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB, ORA_PO_BUYER_JOB, ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB, ORA_PO_PROCUREMENT_INTEGRATION_SPECIALIST_JOB, ORA_PO_PURCHASE_ANALYSIS_ABSTRACT, ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY, ORA_POR_PROCUREMENT_REQUESTER_ABSTRACT, ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT, ORA_POZ_SUPPLIER_MANAGER_ABSTRACT

/Shared/Projects

BI_PRJ_REPORTING_DUTY

Projects Folder Reporting Duty

ORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB, ORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB, ORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB, ORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT, ORA_PJF_GRANTS_ACCOUNTANT_JOB, ORA_PJF_GRANTS_ADMINISTRATOR_JOB, ORA_PJF_GRANTS_DEPARTMENT_ADMINISTRATOR_JOB, ORA_PJF_PROJECT_ACCOUNTANT_JOB, ORA_PJF_PROJECT_ADMINISTRATOR_JOB, ORA_PJF_PROJECT_BILLING_SPECIALIST_JOB, ORA_PJF_PROJECT_EXECUTION_ABSTRACT, ORA_PJF_PROJECT_EXECUTIVE_JOB, ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB, ORA_PJF_PROJECT_MANAGEMENT_DUTY_ABSTRACT, ORA_PJF_PROJECT_MANAGER_JOB, ORA_PJF_PROJECT_TEAM_MEMBER_ABSTRACT, ORA_PJF_PROJECTS_APPLICATION_ADMINISTRATOR_JOB, ORA_PJF_RESOURCE_MANAGER_JOB, ORA_PJF_TEAM_COLLABORATOR_ABSTRACT

/Shared/Public Sector

BI_PSC_REPORTING_DUTY

Public Sector Folder Reporting Duty

ORA_PSC_AGENCY_STAFF_ABSTRACT, ORA_PSC_BUILDING_INSPECTOR_JOB, ORA_PSC_BUSINESS_ANALYST_JOB, ORA_PSC_CHIEF_BUILDING_OFFICER_JOB, ORA_PSC_ECONOMIC_DEV_OFFICER_JOB, ORA_PSC_FINANCE_ADMIN_JOB, ORA_PSC_INSPECTIONS_SUPERVISOR_JOB, ORA_PSC_PERMIT_TECHNICIAN_JOB, ORA_PSC_PERMITS_APPLICATION_ADMINISTRATOR_JOB, ORA_PSC_PERMITS_SUPERVISOR_JOB, ORA_PSC_PLAN_COORDINATOR_JOB, ORA_PSC_PLAN_REVIEWER_JOB, ORA_PSC_PRINCIPAL_PLANNER_JOB, ORA_PSC_SYSTEM_ADMINISTRATOR_JOB

/Shared/Risk Management

BI_GRC_REPORTING_DUTY

Risk Management Folder Reporting Duty

ORA_GTG_APPLICATION_ACCESS_AUDITOR_JOB, ORA_GTG_APPLICATION_CONTROL_MANAGER_JOB, ORA_GTG_COMPLIANCE_MANAGER_JOB, ORA_GTG_ENTERPRISE_RISK_AND_CONTROL_MANAGER_JOB, ORA_GTG_RISK_MANAGEMENT_AUDITOR_JOB, ORA_GTR_USER_ACCESS_CERTIFICATION_MANAGER_JOB

/Shared/Sales

BI_ZBS_REPORTING_DUTY

Sales Folder Reporting Duty

ORA_ZBS_SALES_ADMINISTRATOR_JOB, ORA_ZBS_SALES_MANAGER_JOB, ORA_ZBS_SALES_REPRESENTATIVE_JOB, ORA_ZBS_SALES_RESTRICTED_USER_JOB, ORA_ZBS_SALES_VP_JOB, ORA_ZPM_CHANNEL_ACCOUNT_MANAGER_JOB, ORA_ZPM_CHANNEL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_OPERATIONS_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_MANAGER_JOB, ORA_ZPM_CHANNEL_PARTNER_PORTAL_ADMINISTRATOR_JOB, ORA_ZPM_CHANNEL_SALES_DIRECTOR_JOB, ORA_ZPM_CHANNEL_SALES_MANAGER_JOB, ORA_ZSP_SALES_ANALYST_JOB

/Shared/Service

BI_SVC_REPORTING_DUTY

Service Folder Reporting Duty

ORA_CSO_KNOWLEDGE_ANALYST_JOB, ORA_CSO_KNOWLEDGE_MANAGER_JOB, ORA_SVC_CUSTOMER_SERVICE_MANAGER_JOB, ORA_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_ADMINISTRATOR_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_AGENT_JOB, ORA_SVC_HUMAN_RESOURCE_HELP_DESK_MANAGER_JOB, ORA_SVC_INTERNAL_HELP_DESK_ADMINISTRATOR_JOB, ORA_SVC_INTERNAL_HELP_DESK_AGENT_JOB, ORA_SVC_INTERNAL_HELP_DESK_MANAGER_JOB, ORA_ZBS_SALES_ADMINISTRATOR_JOB, ORA_ZCA_CUSTOMER_RELATIONSHIP_MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

/Shared/Subscription Management

BI_OSS_REPORTING_DUTY

Subscription Management Folder Reporting Duty

ORA_OSS_SUBSCRIPTION_SPECIALIST_JOB

/Shared/Supply Chain Management

BI_SCM_REPORTING_DUTY

Supply Chain Management Folder Reporting Duty

ORA_ACD_PRODUCT_DESIGN_ENGINEER_JOB, ORA_ACD_PRODUCT_DESIGN_MANAGER_JOB, ORA_ACE_PRODUCT_MANAGEMENT_VP_JOB, ORA_ACE_PRODUCT_PORTFOLIO_MANAGER_JOB, ORA_CMF_FISCAL_DOCUMENT_SPECIALIST_JOB, ORA_CMF_RECEIVING_SPECIALIST_JOB, ORA_CMR_RECEIPT_ACCOUNTING_DISCRETIONARY, ORA_CSE_ASSET_ADMINISTRATOR_JOB, ORA_CST_COST_ACCOUNTANT_JOB, ORA_DOO_ORDER_ADMINISTRATOR_JOB, ORA_DOO_ORDER_MANAGER_JOB, ORA_EGI_PRODUCT_DATA_STEWARD_JOB, ORA_EGP_PRODUCT_MANAGER_JOB, ORA_ENQ_QUALITY_ANALYST_JOB, ORA_ENQ_QUALITY_ENGINEER_JOB, ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB, ORA_INV_INVENTORY_MANAGER_JOB, ORA_INV_WAREHOUSE_MANAGER_JOB, ORA_MNT_MAINTENANCE_MANAGER_JOB, ORA_MNT_MAINTENANCE_TECHNICIAN_JOB, ORA_MSC_BACKLOG_MANAGER_JOB, ORA_MSC_DEMAND_AND_SUPPLY_PLANNER_JOB, ORA_MSC_DEMAND_PLANNER_JOB, ORA_MSC_MATERIALS_PLANNER_JOB, ORA_MSC_REPLENISHMENT_PLANNER_JOB, ORA_MSC_SALES_AND_OPERATIONS_PLANNER_JOB, ORA_MSC_SUPPLY_CHAIN_PLANNER_JOB, ORA_RCL_FIELD_SERVICE_ADMINISTRATOR_JOB, ORA_VCS_SUPPLY_CHAIN_COLLABORATION_PLANNER_JOB, ORA_WSH_SHIPPING_MANAGER_JOB

/Shared/Functional Setup

BI_FSM_REPORTING_DUTY

Functional Setups Folder Reporting Duty *Not inherited by Custom BI Web cat Reporting Duty

ORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB

/Shared/Security

FBI_SECURITY_TRANSACTION_ANALYSIS_DUTY

Security Transaction Analysis Duty *Not inherited by Custom BI Web cat Reporting Duty

ORA_FND_IT_SECURITY_MANAGER_JOB

Predefined Catalog Lockdown

If you try to modify the predefined catalog content including folder permissions, you get an alert indicating that you're not allowed to modify content and asking that you save your own content in the /Shared/Custom folder.

Here are a few things to know about catalog folders:

  • You must save all modified content in the /Shared/Custom folder or in new folders in the /Shared folder.

  • Existing modified content in the /Shared/Custom folder or custom folders in the /Shared folder and their subfolders is preserved. If you have modified the content in the predefined catalog folders, all changes are lost during any upgrade. To preserve content, archive your catalog content and unarchive it in the Shared/Custom folder after upgrade.

  • All existing content in parent folders in the /Shared folder is preserved.

  • You can't change folder or object permissions on the predefined catalog folders or content. For example, you can't change folder permissions to hide folders or objects.