Creating an Agent

You must have one of the following user type permissions:

• BI Author Developer

• BI Tenant Administrator

Home > Oracle Business Intelligence

1. In the global header, click New and select Agent.

   • You can also display the Agent editor by selecting Agent from the Create area of the Home page.

   • You can also create an agent from an analysis.

2. In the Agent editor: General tab, specify the priority of the content that the agent is to deliver and how to generate the delivery content (that is, what user to run the query as).
3. In the Agent editor: Schedule tab, specify whether the agent is to be run based on a schedule, how often it runs, and when its running is to start and end.
4. In the Agent editor: Condition tab, specify whether the agent always delivers its content and executes its actions, or conditionally delivers its content and executes its actions.
5. In the Agent editor: Delivery Content tab, specify the content to deliver with the agent, such as a dashboard page or a saved analysis.
6. In the Agent editor: Recipients tab, specify who is to receive the delivery content of the agent and who is allowed to subscribe to the agent.
7. In the Agent editor: Destinations tab, specify where the content is to be delivered.
8. In the Agent editor: Actions tab, specify one or more actions to execute when the agent finishes.
9. Save the agent.
   After you have saved the agent, you can run the agent by clicking the Run Agent Now toolbar button. This is helpful, for example, to test the agent.