2Setup and Configuration

This chapter contains the following:

Overview of Setup and Configuration

Tools for Administering Analyses and Reports

You can use several different tools to manage and administer your analytics. Analytics can be reports or analyses, depending on how you intend to display and distribute them.

These components support modification and administration of your analyses and reports:

  • Use the Business Intelligence catalog to interact directly with your reports and analyses. Use this interface to manage permissions, properties, and the organization of your analyses and reports.

  • Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to the running and scheduling of operational reports, such as setting up your delivery servers, managing scheduler work load, and setting run-time properties for reports.

Map to Work Areas

The Reports and Analytics panel tab appears in many work areas, and shows analytics and reports related to the work areas. You map and unmap the objects for a specific work area from the business intelligence (BI) catalog. Your changes apply to all users who have access to the work area you're mapping.

Map and Remove Objects from Your Work Area

  1. Expand the Reports and Analytics panel tab.

  2. Click the Edit Settings icon.

    You see all the analytics and reports that are currently mapped to your work area.

  3. Click Select and Add.

  4. Select the object in the catalog.

  5. Click OK.

  6. To remove any mapping, select the object and click Remove.

  7. Click Save.

Map and Remove Objects from Any Work Area

  1. In the Setup and Maintenance work area, go to the Map Reports to Work Areas task.

  2. Select the application of the work area you want to map to.

  3. Select the work area.

  4. Click Search and see all the reports that are currently mapped to that work area.

  5. Click Select and Add.

  6. Select the object in the catalog.

  7. Click OK.

  8. To remove any mapping, select the object and click Remove.

    Tip: Click Synchronize to remove all mappings to any objects that are no longer in the catalog. You synchronize all work areas, not just the one you're mapping.
  9. Click Save.

Either no reports are currently mapped to the work area you select on the Map Reports to Work Areas page, or you don't have access to the reports that are mapped.

Similarly, when you're selecting a report to map, you can see only the reports that you have access to. Ask your administrator to either:

  • Assign you roles that have access to the reports you want to map to work areas.

  • Grant the Reports and Analytics Region Administration Duty to someone who already has access to those reports.

In the Edit Settings window, you might not see a currently mapped report because you don't have access to it.

Similarly, when you're selecting an object to map, you can only see objects you have access to. Your administrator can grant access to the objects or let someone with access map them.

  • Assign you roles with access to the objects you want to map.

  • Grant the Reports and Analytics Region Administration Duty to someone who already has access to the objects.

Set Up Currency

Currency and Exchange Rate Settings for Analytics

CX Sales applications let you to decide how currency is shown in the application, as well as preferences for how analytics show currency and calculate exchange rates. Currency can be set in different regional currency types, depending on where you do business and what currency types you want to see.

There are three ways you set up currency:

  • User Currency - Set by the business user in Regional settings. This setting applies to the entire application interface for that user only. The available currency options are set by your application administrator.

  • Analytics Currency - Set by the business user in BI in My Account settings in the Reports area. The setting applies to that user only and is only relevant for analyses.

  • Corporate Currency - Set by the application administrator. This setting applies to all users in that company.

Note: The time zone preferences that you set in your fuse simplified user interface are inherited in OTBI and will be used as the time zone setting for your existing and new analytics.

Set General User Currency

User currency settings determine the currency used as the default for what you see in your application. User currency applies to your entire interface for your signed-in session.

  1. Navigate to Tools, Set Preferences.

  2. Select General Preferences > Regional.

  3. Select the preferred currency to be used. Available currencies include those set up for your company by your application administrator.

Set Analytics Currency

The analytics currency settings determine the currency type that's displayed in all your analytics. It also determines how and when your currency conversion rates are calculated.

  1. Navigate to Business Intelligence.

  2. Click Analytics in the navigator menu.

  3. Click Browse Catalog.

  4. Click your user name and select My Account.

  5. Go to the Preference.

  6. Select your choice in Currency.

This shows the currency display options for users:

Currency Display Type Description

Entered Currency

Currency used on a transaction.

<Application> Currency

Currency set up in each respective Cloud application as the common Corporate currency used company-wide.

User Preferred Currency using Simple Currency Management

Conversion to User Preferred Currency is performed at the time your run the report, and is calculated from the Corporate currency based on the last time the record was updated and saved or closed.

User Preferred Currency using Advanced Currency Management

Conversion to User Preferred Currency happens on the date your run the report, and uses the currency indicated on the record.

Set a Default Currency Conversion Option for All Users

By default your currency is converted to the corporate currency with a method we call "User Preferred Currency Using Simple Currency Management". This simple setting provides the best run-time performance because when you run a report, the application doesn't have to look up the rate for each transaction. The currency was converted to your corporate currency at that day's rate when you updated and saved the record. Otherwise, the application cycles through each record at run-time and converts the currency one record at a time to the exchange rate in effect at the time. For more information see, How User Preferred Currency Exchange Works.

But you can also standardize the setting for all system users, by setting the default preference to another option, such as CRM Currency or User Preferred Currency Using Advanced Currency Management.

To change the default currency setting for all users, administrators need to add a profile option and a corresponding value. Note that when administrators change the default currency setting for users in their organization, individual users can still override that setting and select their preferred currency in My Account.

The following table shows the profile option code parameters to override the default currency setting.

Profile Code Profile Value Description

BI_DEFAULT_CURRENCY_CONVERSION_METHOD

CRM Currency - Defaults to Application Currency.

BI_DEFAULT_CURRENCY_CONVERSION_METHOD

User Preferred Currency 1 - Defaults to User Preferred Currency Simple Currency Management.

BI_DEFAULT_CURRENCY_CONVERSION_METHOD

User Preferred Currency 2 - Defaults to User Preferred Currency Advanced Currency Management.

Set the Currency for an Individual Analysis

You can set the currency at an analysis level to ensure that the data is displayed in a preferred currency.

Perform the following steps to set the currency for an individual analysis.

  1. Open the analysis in Edit mode for which you want to change the currency.

  2. Open the Advanced tab.

  3. In the Advanced SQL Clauses region, enter one of the following SQL statements in the Prefix field:

    • SET VARIABLE PREFERRED_CURRENCY='Local Currency';

    • SET VARIABLE PREFERRED_CURRENCY='Project Currency';

    • SET VARIABLE PREFERRED_CURRENCY='Contract Currency';

  4. Click Apply SQL.

  5. Click the Save Analysis icon.

    Alternatively, use the Save As icon to save the analysis to a specified location with a new name.

Set a Global Currency Conversion Profile

Set a global currency conversion method for all your users by creating a currency profile. Only administrators can create currency profiles.

  1. In Setup and Maintenance, go to Manage Profile Options.

  2. Enter the following values:

    • Profile Option Code : BI_DEFAULT_CURRENCY_CONVERSION_METHOD

    • Profile Display Name : BI Default Currency Conversion Method

    • Application

    • Module

    • Start Date : Provide previous day's date to proceed to next step to define values.

  3. Click Save and Close.

  4. In the Manage Profile Options dialog box, you see your new profile. Check the Enabled box for Site.

  5. Click Save and Close.

Define Currency Profile Values

After you create your currency profile, the last step is to define the profile value. This step defines which currency management option is assigned to that profile.

  1. In the Setup and Maintenance work area, useManage Administrator Profile Values.

  2. In Profile Option Code search for your profile: BI_DEFAULT_CURRENCY_CONVERSION_METHOD.

  3. In Manage Administrator Profile Values, Click Add (+ icon).

  4. Select Site as the Profile level.

  5. Enter "User Preferred Currency 2" in Profile Value.

  6. Click Save and Close.

How User Preferred Currency Exchange Works

The simple and advanced user-preferred currency choices determine how and when your currency exchange rates are calculated for your reports. For both simple and advanced currency management, when you save or close a report, the application sets the exchange rate at that time. The option you choose impacts how quickly your reports are generated at run time. Each case includes trade-offs, as detailed in the examples.

User Preferred Currency using Simple Currency Management

The advantage of this option is performance - the application doesn't have to look up the rate for each transaction because when you close or save a record, the application converts it to your corporate currency at that day's rate. When you run the opportunity report, the application multiplies that value by your preferred currency exchange rate for the date you run the report. This eliminates the need for the application to cycle through each record, and calculate the corresponding exchange rate to your preferred exchange rate at the time that record was closed or last saved. It simply takes the value on record for the original transaction exchange to corporate currency, and multiplies it by your preferred currency exchange rate at the time your run the report.

As an example of user preferred currency using simple currency management, a user updates and saves or closes an opportunity record with associated revenue of one million Indian Rupees on January 31st with an exchange rate of 0.01401 Rupees to one US Dollar. The user then runs an opportunity report in US Dollars on March 31st. In the report, the US Dollar Corporate Currency is set at the January 31st rate it was saved at, in this case reporting as $14,010, or one million multiplied by 0.01401. Finally, an opportunity report on March 31st in Euros uses the March 31st conversion rate for US Dollars to Euros of 0.75017 to convert the recorded US Dollar amount into Euros, in this example one million multiplied by 0.01401, which is the January 31st Rupee to US Dollar exchange rate, multiplied by 0.75013, which is the March 31st rate for Euros. This requires less processing, because the January 31st Rupee to US Dollar exchange rate, while not exact on March 31st, is used as the basis for the calculation of the March 31st opportunity revenue conversion to Euros at the later exchange rate.

The following figure describes an example of user preferred currency using simple currency management.

User preferred currency using simple currency management.

User Preferred Currency using Advanced Currency Management

This option provides a more precise exchange rate, since it goes through each record to determine the rate on the date the record was updated or closed. The downside of this option is performance. Your reports will take longer to run. The application has to cycle through each record and match currency exchange rates to the date the record was closed or updated and saved.

As an example of user preferred currency using advanced currency management, a user updates and saves or closes an opportunity record with associated revenue of one million Indian Rupees on January 31st, when an exchange rate of 0.01050 Rupees to one Euro applies. The user then runs an opportunity report on March 31st. In the report, the User Preferred Currency of Euros is applied, using the January 31st Rupee to Euro rate of 0.01050, requiring calculation during report processing to resolve the opportunity to 10,500 Euros. Note that running the opportunity report on March 31st doesn't change the calculation and the close date of January 31st is used.

The following figure describes an example of user preferred currency using advanced currency management.

User Preferred Currency using advanced currency
management.

Why do I see amounts of zero in analyses?

The currency exchange rates might not be set up correctly. For example, you choose EUR as your preferred currency in general preferences, and your corporate currency is USD. Amounts in analyses are displayed in EUR after conversion from USD, based on the current exchange rate. But if the exchange rate between EUR and USD isn't set up, or if the conversion fails for any reason, then the amounts show as zero.

Configure Business Intelligence Publisher

Overview of Report Delivery Servers Management

Oracle Business Intelligence Publisher, the report generation and delivery engine, requires configuration and tuning to deliver reports to users.

Report requests are received by Publisher from:

  • Oracle Enterprise Scheduler

  • The Reports and Analytics work area and panel tab

  • Application pages

Requests submitted through Oracle Enterprise Scheduler are processed by the Oracle BI Publisher scheduler. Requests submitted through the Reports and Analytics work area or panel tab can be either real-time online requests or scheduled requests. Requests submitted through an application may call Oracle Enterprise Scheduler or may return report request results directly back to the application page.

Oracle BI Publisher is configured to accept requests from Oracle Applications Cloud. However, before you can deliver report documents to their destinations, you must define the delivery servers in Oracle BI Publisher. Use the Oracle BI Publisher Administration page to define your delivery servers.

Once delivery servers are defined, you can further configure the number of report processor and delivery threads to best handle your processing and delivery requirements. In addition, you can configure report properties for the delivery servers or at the report level to tune performance of your reports. To diagnose report processing issues, BI Publisher provides a set of scheduler diagnostics.

Navigate to the BI Publisher Administration Page

You use the Oracle BI Publisher Administration Page to perform most tasks related to report delivery and performance.

Use the Oracle BI Publisher Administration page to:

  • Configure delivery servers

  • Manage report and delivery processors

  • View scheduler diagnostics

  • Set system properties and report runtime configuration properties

Request the Oracle Applications Cloud security administrator to assign the BI Platform Administrator duty role (BI stripe) to the person responsible for administering BI analyses, dashboards, and BI Publisher reports. Administration tasks include security permissions for objects, organizing objects into folders, accessing log files, and several other tasks.

Navigating to the Administration Page

To navigate to the Oracle BI Publisher Administration page:

  1. Click Tools > Reports and Analytics in the Navigator.

  2. In the Reports and Analytics work area, click Browse Catalog.

  3. In the Catalog page, click Administration, then click Manage BI Publisher.

Configure Report Delivery Servers

Set up the report delivery servers to support printing.

Configuring Servers

To configure delivery servers:

  1. From the BI Publisher Administration page, click Delivery Configuration.

  2. Enter values in the Delivery Configuration Options tab to set general properties for email deliveries and notifications.

  3. To configure a delivery server, click the appropriate tab. You can also configure role-based access to delivery servers.

Configure Printers

You can set a default printer for your account and restrict access to a printer by roles.

Set a Default Printer

You can set a default printer for your account so that when you schedule a job with the destination as Printer, this printer is selected. However, you can select another printer assigned to your role.

To set a default printer:

  1. Navigate to BI Publisher using the https://<FA_instance_host>/xmlpserver URL.

  2. Click your user name and select My Account.

  3. In the General tab, select a printer from the list and click OK.

Restrict Access to a Printer by Roles

By default, the access to a printer is set to Public, which makes it available to all users. But you can configure which roles can access a printer.

  1. Navigate to the Administration page.

  2. In the Delivery section, select Printer.

  3. In the Printer tab, add a new printer or select an existing one.

  4. In the Access Control section, deselect Public.

  5. Select one or more roles you want to provide access to the printer, and click Move to add them to the Allowed Roles.

  6. Click Apply.

Overview of Report and Delivery Processors

When Oracle Enterprise Scheduler initiates a job, it is picked up by the BI Publisher scheduler queue.

  • Job Processor: Listens for requests from the scheduler queue. When the job information is received, the job processor executes the data model (and splits the data for bursting jobs), stores the data in the shared temporary folder, and sends the report metadata to the report queue.

  • Report Processor: Listens for requests from the report queue. When the report information is received, the report processor generates the report documents, stores it in the shared temporary folder and puts the delivery information in the delivery queue.

  • Delivery Processor: Listens to the delivery queue and handles the delivery of reports for its channel. The delivery processors are:

    • Email Processor

    • File Processor

    • FTP Processor

    • Print Processor

    • WebDAV Processor

    • Fax Processor

Manage Report Processing and Delivery Server Load

Manage the processors in the BI Publisher Scheduler Configuration page.

Managing Processing and Server Load

By default, each processor is enabled and the thread count for each is set to five. For each managed server that is running in the BI cluster, a table for that instance's processors is displayed. Use the table to enable or disable processors for the instance and configure the thread counts.

To configure processor threads:

  1. From the BI Publisher Administration page, click Scheduler Configuration.

  2. In the Cluster Instances region of the Scheduler Configuration page, enter the Number Threads value in the processor configuration table.

  3. All processors are automatically set to use the number of threads defined in the Threads Per JMS Processor value of the JMS Configuration region of the page. Enter a value in the Number Threads column to change the value from this default.

After performing the scale-out procedure, configure the processor threads for each cluster instance using the same steps.

Diagnose Report Processing Issues

The Scheduler Diagnostics page provides the runtime status of the scheduler. Among others, it provides status of its JMS configuration, JMS queues, cluster instances, scheduler Database, and Oracle Enterprise Scheduler.

Diagnosing Issues

To access the Scheduler Diagnostics page:

  1. Navigate to the Oracle Business Intelligence Publisher Administration page.

  2. In the System Maintenance group, click Scheduler Diagnostics.

Configure System Properties for Reports

Use the Oracle BI Publisher Runtime Configuration page to set the system-level runtime properties for reports.

Configure Reporting Properties

To access the Runtime Configuration page:

  1. Navigate to the Oracle Business Intelligence Publisher Administration page.

  2. In the Runtime Configuration group, click Properties.

FTP and SFTP Delivery Retry Property

By default, if FTP or SFTP delivery fails, another attempt is made to deliver the file to the failed destination 10 seconds later. When you set the Enable FTP/SFTP delivery retry property to False, no retry attempt is made. This setting affects all of the FTP and SFTP delivery requests, and can't be configured for individual servers.

XPT Template Properties

Configure XPT templates by setting the properties described in the table.

Property Name Description Default

XPT Scalable Mode

When you set this property to true, scheduled reports that use the XPT template and include a large amount of data run without memory issues. The first 100,000 rows of data in the report are stored in memory and the remaining rows are stored in the file system.

For reports that contain smaller amount of data, you can set this property to false. So, scheduled reports that use the XPT template are processed in-memory.

true

Enable Asynchronous Mode for Interactive Output

When you set this property to true, interactive reports that use the XPT template make asynchronous calls to Oracle WebLogic Server.

When you set this property to false, interactive reports that use the XPT template make synchronous calls to Oracle WebLogic Server. Oracle WebLogic Server limits the number of synchronous calls. Any calls that are stuck expire in 600 seconds.

true

Overview of Memory Guard Settings

Memory Guard settings for Oracle BI Publisher have default settings optimized for performance.

Reviewing Memory Guard Settings

To Review Memory Guard Settings:

  1. Click Properties.

  2. Click Manage BI Publisher.

  3. In the Runtime Configuration, click Properties.

  4. The Memory Guard settings set thresholds for report size and runtimes.

Use a Dedicated Business Intelligence Publisher Cluster for Critical Jobs

For some time-sensitive reports, including for example paycheck and invoice generation, you can use a dedicated Business Intelligence Publisher cluster by setting the report's priority as critical, ensuring that reports are run during critical time windows.

Critical jobs are assigned to a dedicated cluster. To set a report as critical:

  1. Open the report.

  2. Click Properties.

  3. In the Advanced Report Properties in the General tab, select Critical in the Job Priority list.

Determining Which Reports Are Prioritized as Critical

To review which reports have been marked as critical, navigate to Report Job Histories, where critical jobs are highlighted.

Upload and Manage Configuration-Specific Files

Use Upload Center to upload and manage the configuration-specific files for font, digital signature, ICC profile, SSH private key, and SSL certificate.

To upload and manage configuration-specific files:

  1. From the BI Publisher Administration page, click Upload Center.

  2. Click Browse and select the file you want to upload.

  3. Select the configuration file type.

    Note: A digital signature file should have a .pfx or .p12 extension. Signature files with other exceptions fail to upload due to incorrect extension.
  4. If you want to overwrite an existing file with the new file, select Overwrite.

  5. Click Upload.

  6. To manage the uploaded files, use the Filter By Type field to filter the files in the table.

Use Non-Standard Fonts

If you want to use non-standard fonts, you can upload them using either the Upload Center tab on the System Maintenance page, or the Font Mappings tab on the Runtime Configuration page. Fonts uploaded through either are listed in the other.

You can map a font for a report or globally. If you map fonts at the report level, then map fonts at the globally, the report-level fonts override the newer fonts. You can change this in the report properties.

Configure Deep Links

Register Business Intelligence to Support Deep Linking

Deep linking lets you to navigate from an analysis on the interface pages to specific attributes and objects in your work areas so that you can work with them directly. What does that mean? It means that if you're looking at an analysis on leads, for example, you can click a record on the analytic and go edit the lead record on the edit object page. To support deep links, use the Setup and Maintenance work area to register the Business Intelligence Server as a third-party application.

Register Business Intelligence Server as a Third-Party Application

To register the BI Server:

  1. Use the Manage Third Party Applications page.

  2. Click Create.

  3. Enter AnalyticsApp as the application name.

  4. Enter the full URL for the BI Server (for example: http://host:port/analytics/saw.dll).

  5. Enter Analytics Server as the Partner Name.

  6. Click Save and Close.

Create Deep Links

Create deep links in your analytics that let you navigate from an analytic to specific attributes and objects in your transactional pages to work with them directly.

  1. In the Reports and Analytics work area, click Browse Catalog.

  2. Create or edit an analysis. Use a subject area that includes the attribute you want to link to in the transactional pages, and ensure that you include the object ID.

  3. On the Criteria tab, click the Options icon for the attribute column on which you need a deep link and select Column Properties.

  4. Open the Interaction tab in the Column Properties dialog box.

  5. In the Primary Interaction list in the Value section, select Action Links to display the Action Links table.

  6. Select the Do not display in a pop-up if only one action link is available at runtime option.

  7. Click Add Action Link.

  8. In the New Action Link dialog box, enter the link text for the navigation.

  9. Click the Create New Action icon and select Navigate to a Web Page.

  10. In the Create New Action dialog box, enter the URL to navigate to, which references parameters you define in the prompt. For shared analyses://<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<object ID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26path=</shared/Custom/<folder>/@{6}

    For personal analyses stored in My Folders: //<hostname>/fscmUI/faces/deeplink?objType=@{1}&objKey=<object ID>=@{2}&action=@{3}&returnApp=AnalyticsApp&returnAppParams=PortalGo%26pather=/users/@{5}/@{6}

  11. Click Define Parameters to add corresponding parameters for the URL.

  12. In the Define Parameters section, click Add Parameter to add the following mandatory parameters:

    Name Prompt Type of Value Value Fixed Hidden Notes

    1

    Object Type

    Value

    <Object Type>

    Selected

    Selected

    Used for shared and personal analyses.

    2

    <Prompt Name>

    Column Value

    Column Name in "<table.name>"."<column.name>" format

    Selected

    Selected

    Used for shared and personal analyses.

    3

    Action

    Value

    edit

    Selected

    Selected

    Used for shared and personal analyses.

    4

    returnApp

    Value

    AnalyticsApp

    Selected

    Selected

    Used for shared and personal analyses.

    5

    Logged in User

    Session Variable

    USER

    Selected

    Selected

    Session variable parameter used for personal analysis permissions.

    6

    Report Name

    Value

    Analysis Name

    Selected

    Selected

    Used for shared and personal analyses. The name of the analysis to return to after working in the transactional page.

  13. Click Options to set how the page opens.

  14. In the Action Options dialog box, select Open in New Window to open the page in a new window.

  15. Save your work.

  16. If you have provided the Return Application name, a Return icon is available in the transactional page to return to the analysis.

Deep Links for Project Management

Project managers use Oracle Transactional Business Intelligence (OTBI) to gain real-time insights into their projects.

Here's the syntax to create an action link.

https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ProjectId=@{2}&action={3}&returnApp=@{4}&returnAppParams=PortalGo%26path=/users/@{5}/@{6}

Use the following syntax if you don't want to use the return feature.

https://hostname/fscmUI/faces/deeplink?objType=@{1}&objKey=ProjectId=@{2}&action={3}
Parameter Details

{1}

Name of the object type.

{2}

Name of the object key.

{3}

The action on clicking the link. The name of the page or work area where you want to navigate from the analysis.

{4}

Name of your analytics application.

{5}

Logged in user.

{6}

Name of the analysis.

For example, to navigate to the Project Overview page in context of a project from your analysis, the action link is as follows:

https://hostname/fscmUI/faces/deeplink?objType=@{Project}&objKey=ProjectId=@{"Project"."Project Key"}&action={OVERVIEW}&returnApp=@{AnalyticsApp}&returnAppParams=PortalGo%26path=/users/@{USER}/@{Project Drill Down}

Here's the list of pages you can access using deep links. Use the relevant object type, object key, and action values in the syntax to navigate to the corresponding page in the application.

Object Key Object Type Action Application Page

PROJECT

"Project"."Project Key"

NONE

Navigates to the default page, that's the Project Overview page.

PROJECT

"Project"."Project Key"

OVERVIEW

Navigates to the Project Overview page.

PROJECT

"Project"."Project Key"

MANAGE_FIN_PLAN

Navigates to the Manage Financial Project Plan page.

PROJECT

"Project"."Project Key"

MANAGE_BUDGET

Navigates to the Manage Project Budget page.

PROJECT

"Project"."Project Key"

TRACK_PROGRESS

Navigates to the Track Financial Project Progress page.

PROJECT

"Project"."Project Key"

MANAGE_FORECAST

Navigates to the Manage Project Forecast page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_FINANCIAL_PROJECT

Navigates to the Manage Financial Project page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_PROJECT_BUDGET

Navigates to the Manage Project Budget page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_PROJECT_CALENDAR

Navigates to the Manage Project Calendar page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_PROJECT_FORECAST

Navigates to the Manage Project Forecast page.

PROJECT_MANAGEMENT

"Project"."Project Key"

NONE

Navigates to the Manage Project Plan page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_PROJECT_RESOURCE_REQUESTS

Navigates to the Manage Project Resource Requests page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_PROJECT_RESOURCES

Navigates to the Manage Project Resources page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_TASK_EXCEPTIONS

Navigates to the Manage Task Exceptions page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_WORK_ITEMS

Navigates to the Manage Work Items page.

PROJECT_MANAGEMENT

"Project"."Project Key"

TRACK_FINANCIAL_PROJECT_PROGRESS

Navigates to the Track Financial Project Progress page.

PROJECT_MANAGEMENT

"Project"."Project Key"

MANAGE_CHANGE_ORDERS

Navigates to the Manage Change Orders page.

PROJECT_MANAGEMENT

"Project"."Project Key"

VIEW_ONLY_PLAN

Navigates to the View Project page.

PROJECT_ACTION_ITEM

"Task"."Task Key"

EDIT

Navigates to the Edit Action Item page.

PROJECT_MILESTONE_TASK

"Task"."Task Key"

EDIT

Navigates to the Edit Milestone page.

PROJECT_TASK

"Task"."Task Key"

EDIT

Navigates to the Edit Project Task page.

PROJECT_TO_DO_TASK

"Task"."Task Key"

EDIT

Navigates to the Edit To-do Task page.

PROJECT_MANAGEMENT

"Issue Details"."Issue Id"

EDIT

Navigates to the Edit Issue page.

PROJECT_RESOURCE_REQUEST

"Project Request Details"."Request Number"

EDIT

Navigates to the Edit Project Resource Request page.

PROJECT_RESOURCE

"Resource"."Resource Key"

EDIT

Navigates to the Resource Details page.

PROJECT_RESOURCE_ASSIGNMENT

"Project Assignment"."Assignment Number"

EDIT

Navigates to the Edit Project Resource Assignment page.

FAQs for Deep Links

Why did a deep link open to a blank page?

You may not have access to the linked object, or the URL entered for the action is incorrect, for example lacking the environment or the Object ID name.

  • Check the URL you entered for the action. It may be missing the environment name or the Object ID name.

  • Check the URL parameters, the spelling of the action, and that you're using the correct key in the object's analysis.

Do I have to display the ID for my object?

No, you can add it, format the column as a number with zero decimals, and then hide the column.

Can I display actions for some users and not others?

Yes, you define conditions for the action to display.

Embed Analyses and Dashboards

Allow Safe Domains

You allow safe domains to approve access to specific content. For security reasons, external content can't be added to reports and reports can't be embedded in other applications unless it's safe to do so. Only administrators can allow safe domains.

Only authorized users may access the content. Except in cases where Single Sign On (SSO) is enabled, users are prompted to sign in when they access content on safe domains. After you have added a safe domain, users need to sign out and sign back in to access content from that source.

  1. Click Navigator > Reports and Analytics.

  2. Click Browse Catalog.

  3. Click the Administration link on the BI Home page.

  4. Click the Manage Safe Domains link.

  5. To allow users to embed their analyses in content located on other domains, enter the name of the safe domain as well as the port. Here are a few formats you can use for port names:

    • www.example.com:<port number>

    • *.example.com:<port number>

    • https:

  6. Select the types of resources you want to allow and block any resource types you think aren't safe. For example, to allow embedding, select Embedding.

Embed Your Content in Other Applications

You can embed your reports in other non-Oracle applications and portals. This is a good way to share content and data among multiple systems. When other users click on embedded content, if you don't have single sign-on, they might have to sign in again to see the content.

Before you can embed a report in other applications or portals, your administrator must add the URL for the target applications or portal to the list of allowed domains.

  1. Obtain the URL of the analysis or dashboard you want to embed.

    1. Go to the catalog and open the analysis or dashboard.

    2. In the URL displayed in the browser's address bar, delete "Portal", so that your URL resembles this example, then copy the URL.

      Content Example URL

      Analyses

      http://example.com:<port number>/analytics/saw.dll?Go&Action=prompt&path=%2Fshared%2F<folder>%20<analysis name>

  2. Sign in to the target application or portal, then embed the content inside an iFrame and use the copied URL.