How to Provide Access to Transportation Intelligence for a User

By default an Oracle Transportation Management (OTM) user does not have access to view Transportation Intelligence (TI). If you log on to OTM and click Transportation Intelligence > Dashboard or any of the other Transportation Intelligence menu options and you see the “Not authorized. User should configure BI App in the User Manager to access FTI.” message, you do not have access to TI via a Business Intelligence Role. This topic will explain the process required to grant an existing OTM user access to TI.

To access TI, you will need to be an OTM user with the appropriate Business Intelligence Role and correct VPD profile. At a high level, the process required to provide access to TI includes the following steps:

1. First, you create a new user role in OTM which includes setting the VPD Profile to FTI_DEFAULT or SERVPROV.
2. Next, you edit an existing OTM user and complete the following:
   1. Assign the user role created previously.
   2. Specify the Business Intelligence App of FTI.
   3. Specify the appropriate Business Intelligence Role.
3. Finally, you load the data from OTM in to TI.

Now let’s review each step in more detail.

Creating a New User Role

To create a new user role in OTM, complete the following:

1. Go to Configuration and Administration > User Management > User Role.
2. Click New at the bottom of the page.
3. Enter a User Role ID.
4. Enter a Level.
5. Select a VPD Profile ID of FTI_DEFAULT or GTI_DEFAULT.
   
   OTM ships with two VPD profiles that should be used for TI: FTI_DEFAULT and SERVPROV. It is recommended that you only use these two VPD profiles with TI. The Profile ID of FTI_DEFAULT should be used for the majority of users who will access TI. Do not use the VPD profile of DEFAULT to access TI. You can use the VPD profile of SERVPROV for OTM service provider (SERVPROV) users.
   • FTI_DEFAULT: This VPD Profile is applicable for all TI users who are not service providers in OTM. This includes all the external predicates available in the existing DEFAULT OTM VPD profile and the new external predicates specific to the TI solution’s Historical Database tables.
     
     You can create your own VPD Profile ID for TI as long as it includes the appropriate TI tables.
   • SERVPROV: This VPD Profile is applicable for all TI users who are also service providers in OTM. This includes all the external predicates available in the existing SERVPROV OTM VPD profile and the new external predicates specific to the TI solution’s Historical Database tables.

6. And finally, make sure you have an Access Control, User Role Grants, and User Grants set for the user role as appropriate.
   
   For more details on setting access control, see the Access Control List help topic.
7. Click Finished.

Also see User Role for more details.

Editing Existing OTM User

Now that you have created the user role, you can edit an existing OTM user to provide access to TI dashboards, ad hoc queries, and sample reports

To allow a user to access TI, complete the following:

1. Go to Configuration and Administration > User Management > User Manager.
2. Click Search and edit an existing user.
3. Add a User Role ID with the appropriate VPD Profile ID and Access Control.
4. In the Business Intelligence Applications grid, enter an Application ID of TI and click Save.
5. In the Business Intelligence Roles grid, remove the default Business Intelligence Role of NO ACCESS.
6. Enter a Business Intelligence Role that provides access to TI and click Save.
7. Click Finished.

For more details, see Manage User.

Note: This user will not be able to access TI or LNM until the data has been loaded from OTM to TI via the Run ETL process.

Running ETL

Once you have granted a user access to TI, you need to push the new OTM data over to TI. You can do this through Process Management. You must be logged in to OTM as DBA.ADMIN to access Process Management for TI.

Go to Transportation Intelligence > Process Management. You can then push data, including newly updated users, to the historical database using the Run ETL process.

Run ETL process runs the ETL from the replicated operational database (ROD) or the online transaction processing (OLTP) system to the historic database (HD). There are properties that must be set for this process to run. See the Run ETL help topic for more details. When you run this process, a confirmation page appears with a View Execution Details link that you can use to view processing details.