- Using Oracle Business Intelligence or Oracle Analytics for Oracle Taleo Enterprise Edition
- Creating an Agent
Creating an Agent
Before you start
You must have one of the following user type
permissions:
Home > Oracle Business IntelligenceBI Author Developer
BI Tenant Administrator
Here's what to do
-
In the global header, click New and select Agent. Or, for Oracle Analytics, click OAS Agent
Management.
-
You can also display the Agent editor by selecting Agent from the Create area of the Home page.
This choice is only relevant in OBI.
-
You can also create an agent from an analysis.
The steps below referring to tabs is accurate for OBI only. In OAS, remember the same content is displayed, with the exception of Actions, but it is not separated out into tabs. -
- 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).
- 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.
- 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.
- In the Agent editor: Delivery Content tab, specify the content to deliver with the agent, such as a dashboard page or a saved analysis.
- 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.
- In the Agent editor: Destinations tab, specify where the content is to be delivered.
- In the Agent editor: Actions tab, specify one or more actions
to execute when the agent finishes.
OAS does not contain Actions in the Agent editor.
- 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.