Configuration

Oracle Transportation and Global Trade Management provides several reports which can be run from the Report Manager. You also can create customer-defined reports using Oracle Analytics Publisher. The user interface for creating and modifying reports is accessed via Transportation Intelligence > Administration > Manage Publisher.

Users sign into Oracle Analytics Publisher using the Transportation and Global Trade Management User ID/password. You must first grant the User the BI Roles “BIAdministrators” and “BIAuthors”. BI Roles are administrated using the Transportation and Global Trade Management User Manager. This page is found at Configuration and Administration > User Management > User Manager.

Important: All reports must be created inside "Custom" folder or a sub-folder. Defining reports inside the “Custom” folder will ensure your customer-defined Reports are retained during future upgrades.

To run a report from Transportation and Global Trade Management you'll need to obtain the Oracle Analytics Publisher Report Path. The Report Path can be obtained from Oracle Analytics Publisher by viewing the report and clicking Actions > Share Report Link > Current Page. For example:

https://myservice-mydomain.otm.<data-center>.oraclecloud.com:9704/xmlpserver/ /Custom/my_pickup_summary/my_pickup_summary.xdo

In this example, the relative Report Path is:

Custom/my_pickup_summary/my_pickup_summary.xdo 

After a report is created in Oracle Analytics Publisher, it's necessary to define the report in Transportation and Global Trade Management. This page is found at Business Process Automation > Power Data > Document Generation > Reports. To configure a report to run the following options should be selected:

• Run on Third Party Report Server - Enabled
• Select via UI – Enabled
• Default Display Format - PDF
• Third Party Content Type - "Embedded"
• Report Path – The Relative Report Path obtained earlier

In order for users to be able to run Oracle Analytics Publisher Reports, it's first necessary to grant the user the BI Role “BIConsumer”.

Oracle Analytics Publisher Reports are primarily built using SQL queries. However, a few utility PL/SQL functions are available for use in Reports. For more details on creating Reports, see the Transportation and Global Trade Management Report Designer’s Guide.

Configuring the Email From Address

To configure a email From address in Oracle Analytics Publisher reporting, complete the following:

1. Create an approved sender email in Oracle Cloud Infrastructure. See the "Managing Approved Senders" topic in the Oracle Cloud Infrastructure online help.
2. Set up an Email Address as an Approved Sender in Oralce Transportation Management. Please refer the customer to the Configuring Approved Senders and Configuring a Custom Domain sections of this guide for more details.
3. Add the sender in Oracle Analytics Publisher as follows:
   1. Log into OTM as DBA.ADMIN.
   2. Go to Transportation Intelligence > Administration.
   3. Click Manage Publisher.
   4. Click Delivery Configuration.
   5. On Delivery Configuration tab, enter the email address created in step 1 above for both the Email From Address and Delivery Notification Email From.
4. Add a new server in Oracle Analytics Publisher as follows:
   1. Click the Email tab.
   2. Click Add Server.
   3. Enter a Server Name, Host (SMTP), Port, Username, and Password.
   4. Set the "Access Control" to Public.
   5. Verify the connection by clicking Test Connection.
   6. Then click Apply to save your changes.

Report Permissions

By default, reports can only be run by the user that created the report in Oracle Analytics Publisher. In order to run reports from within Transportation and Global Trade Management, the permissions for the report must be set for the “BI Consumer Role”. Report permissions can only be set using OAS. The user interface for OAS is accessed via the following URL.https://<servicename>-<identity-domain-name>.otm.<data-center>.oraclecloud.com/analytics/

where <servicename> and <identity-domain-name> are the values that were specified during provisioning.

Please use the following steps to set permissions after creating customer-defined Reports.

1. After you log into to OAS, click on the Catalog link in the menu.
2. Click on the Custom link in the “Shared Folders” section of the catalog.
3. Click the Permissions icon on the “Tasks” menu.
4. Select the “BI Consumer Role” and choose “Full Control” for the “Permissions”.
5. Check “Apply permissions to sub-folders.” and “Apply permissions to items within folder.”
6. Click “OK”.

Report Distribution

Report Scheduling and Distribution via Oracle Analytics Publisher is not supported. Scheduled jobs in Oracle Analytics Publisher will not be preserved during upgrades. Report Scheduling and Distribution must be performed using the Transportation and Global Trade Management Notification capabilities. For more details on this topic, please refer to the “About Report Emails” Help topic.