17 Configure OBIEE or BI Publisher

17.3.1.1 Create a Group

1. Log in to Fusion Middleware Enterprise Manager.

2. Navigate to WebLogic Domain > Security > Users and Groups > Groups.

3. From the Groups section, click New.

   The Create a New Group dialog box appears.

4. Create the following groups for Flexible Aggregate Reports by entering the Name and Description:

   • FARAdminGroup

   • FARSafetyAuthorGroup

   • FARSafetyConsumerGroup

5. Create the following groups for Expedited Reports by entering the Name and Description:

   • EXPAdminGroup

   • EXPSafetyAuthorGroup

   • EXPSafetyConsumerGroup

17.3.1.2 Create a User

1. Log in to Fusion Middleware Enterprise Manager.

2. Navigate to WebLogic Domain > Security > Users and Groups > Users.

3. From the Users section, click New.

   The Create a New User screen appears.

4. Enter the parameters and click OK.

5. Assign a group to the user and click Save.

17.3.1.3 Create an Application Role

1. Log in to Fusion Middleware Control Enterprise Manager.

2. Go to WebLogic Domain > Security > Application Roles.

   The Application Roles dialog box appears.

3. From the Application Stripe drop-down list, select OBI and click Search .

   The default Role available in clean slate installation appears.

4. Click Create.

   The Create Application Role dialog box appears.

5. In the Role Name field, enter FARAdminRole.

6. From the Members section, click +Add.

   The Add Principal dialog box appears.

7. From the Type drop-down list, select Group and click Search.

   A list of principals appears.

8. From the list of Searched Principals, select FARAdminGroup and click OK.

9. From the Members section, click +Add.

   The Add Principal dialog box appears.

10. From the Type drop-down list, select Application Role and click Search.

    A list of principals appears.

11. From the list, search Users, select Weblogic and click OK.

12. Repeat from Step 4 to Step 11 to create other FAR and Expedited Reports role and add Member to these roles as listed in the table below.

    Besides, make sure to add EXP Roles only for Expedited Reports (and not the FAR roles).

    Role	Application Roles
    FARAdminRole	FARAdminGroup
    	Weblogic
    FARSafetyAuthorRole	FARSafety AuthorGroup
    	FARAdminGroup
    FARSafetyConsumerRole	FARSafetyConsumerGroup
    	FARSafetyAuthorGroup
    	FARAdminGroup
    EXPAdminRole	EXPAdminGroup
    	Weblogic
    EXPSafety Author Role	EXPSafetyAuthorGroup
    	EXPAdminGroup
    EXPSafety Consumer Role	EXPSafetyConsumerGroup
    	EXPSafetyAuthorGroup
    	EXPAdminGroup

    
    

17.3.2.1 Create Application Policies

1. Log in to Fusion Middleware Control Enterprise Manager.

2. Go to WebLogic Domain > Security > Application Policies.

   The Application Policies screen appears.

3. To create a new application policy, click Create.

   The Create Application Grant dialog box appears.

4. From the Grantee section, click +Add.

   The Add Principal dialog box appears.

5. From the Type drop-down list, select Application Role and click Search .

6. From the list of Searched Principals, select FARAdminRole and click OK.

7. From the Permissions section, click +Add.

   The Add Permission dialog box appears.

8. Select the Resource Types radio button.

9. From the Resource Type drop-down list, select oracle.bi.publisher.permission and click Search.

10. From the Search Results, select oracle.bi.publisher.permission (BIP Administer Server) and click Continue.

    The Add Permission dialog box appears.

11. For Permission Actions, select All (_all_) and click Select.

12. Add Resource Name as oracle.bi.user with Impersonate permission.

    The new FAR Admin policy has all the permissions.

    Note:

    Make sure all the fields are either selected or entered manually.

13. Repeat from Step 4 to Step 12, to add the following:

    Policy Name/Principal	Resource Type	Resource Name	Permission Actions
    FARAdminRole	oracle.bi.user	oracle.bi.user	impersonate
    	oracle.bi.publisher.permission	oracle.bi.publisher.administerServer	_all_
    FARSafetyAuthorRole	oracle.bi.publisher.permission	oracle.bi.publisher.developDataModel	_all_
    	oracle.bi.publisher.permission	oracle.bi.publisher.developReport	_all_
    FARConsumerRole	oracle.bi.publisher.permission	oracle.bi.publisher.accessExcelReportAnalyzer	_all_
    	oracle.bi.publisher.permission	oracle.bi.publisher.accessReportOutput	_all_
    	oracle.bi.publisher.permission	oracle.bi.publisher.accessOnlineReportAnalyzer	_all_
    	oracle.bi.publisher.permission	oracle.bi.publisher.scheduleReport	_all_

    
    

14. Similarly, create roles and policies for Expedited Reports for the following groups:

    • EXPAdminRole

    • EXPSafetyAuthorRole

    • EXPSafetyConsumerRole

17.3.2.2 Manage Folder Privileges

To set Catalog Folder-level permissions:

1. Log in to BI Publisher application as a privileged user.

   For example, log in to http://<hostname.domainname>:<port>/xmlpserver, as weblogic.

2. Go to Catalog > Shared Folders > Argus Safety > Tasks > Permissions.

   The Permissions dialog box appears.

3. Set the Permissions as follows and click OK.

   Role Name	Permissions
   FAR Admin Role	Write, Delete, Run Report Online, Schedule Report, View Report Output
   FAR Safety Consumer Role	Read, Run Report Online
   FAR Safety Author Role	Read, Write, Delete, Run Report Online, Schedule Report, View Report Output

   
   

   Note:

   Make sure to select the Apply permissions option for the items within this folder.

4. Go to Catalog > Shared folders > AS_Expedited > Tasks > Permissions.

   The Permissions dialog box appears.

5. Set the Permissions as follows and click OK.

   Accounts	Permissions
   EXP Admin Role	Write, Delete, Run Report Online, Schedule Report, View Report Output
   EXP Safety Consumer Role	Read, Run Report Online
   EXP Safety Author Role	Read, Write, Delete, Run Report Online, Schedule Report, View Report Output

   
   

   Note:

   Make sure to select the Apply permissions option for the items within this folder.

6. To add the Data Sources to Roles in BI Publisher:

   1. Log in to the BIP with Administrator credentials.

   2. Go to Administration > Roles and Permissions.

      The Roles and Permissions screen appears.

   3. From the list of roles, select FARAdminRole and click the corresponding Add Data Sources icon.

      The Add Data Sources screen appears.

   4. From the Available Data Sources section, select asbip and click the Move (>) icon to move the asbip data source to the Allowed Data Sources section.

   5. Click Apply.

   6. Repeat the steps to add asbip data source for the following roles as well:

      - FARSafetyAuthorRole,

      - FARSafetyConsumerRole,

      - EXPAdminRole,

      - EXPSafetyAuthorRole

      - EXPSafetyConsumerRole

17.3.3.1 Create Application Policies

1. Log in to Fusion Middleware Control Enterprise Manager.

2. Go to WebLogic Domain > Security > Application Policies.

   The Application Policies screen appears.

3. From the Application Stripe drop-down list, select OBI.

4. Click Create.

   The Create Application Grant dialog box appears.

5. From the Grantee section, click +Add.

   The Add Principal dialog box appears.

6. From the Type drop-down list, select Application Role and click Search .

7. From the list of Searched Principals, select FARAdminRole and click OK.

8. From the Permissions section, click +Add.

   The Add Permission dialog box appears.

9. Select the Resource Types radio button.

10. From the Resource Type drop-down list, select <Resource Type> and click Search.

11. From the Search Results, select <Resource Name> and click Continue.

    The Add Permission dialog box appears.

    Note:

    If the Resource Name field is blank, enter it manually.

    For Principal, Resource Type, and Resource Name, see Table 17-1.

12. For Permission Actions, select All (_all_) and click Select.

13. When all the permissions are added, click OK.

14. Repeat Steps 5-13 for other principals and their permissions. (See Table 17-1)

17.3.3.2 Manage Folder Privileges

1. Log in to the OBIEE application as a privileged user.

   For example: Log in to http://acme.oracle.com:port/analytics with WebLogic user credentials.

2. Go to Administration > Security > Manage Privileges.

3. Add the following Catalog Roles:

   Note:

   Do not remove any existing privileges, only append the additional privileges.

   Component	Privilege	Default Role Granted
   Access	Access to Dashboards	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to Answers	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to BI Composer	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to Delivers	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to Briefing Books	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to Mobile	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to Administration	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Access	Access to Segments	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to Segment Trees	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to List Formats	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to Metadata Dictionary	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to Oracle BI for Microsoft Office	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to Oracle BI Client Installer	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Catalog Preview Pane UI	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to Export	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Access	Access to KPI Builder	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Access	Access to Scorecard	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Actions	Create Navigate Actions	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Actions	Create Invoke Actions	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Actions	Save Actions containing embedded HTML	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: Catalog	Change Permissions	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Admin: Catalog	Toggle Maintenance Mode	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Manage Sessions	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Create Dashboards	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Admin: General	See sessions IDs	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Change Log Configuration	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Issue SQL Directly	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	View System Information	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Performance Monitor	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Manage Agent Sessions	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Manage Device Types	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Manage Map Data	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	See privileged errors	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	See SQL issued in errors	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Admin: General	Manage Global Variables	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: General	Diagnose BI Server Query	Denied: Authenticated User
   Admin: General	Manage Marketing Jobs	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Admin: General	Manage Marketing Defaults	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: Security	Manage Catalog Accounts	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: Security	Manage Privileges	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: Security	Set Ownership of Catalog Objects	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Admin: Security	User Population - Can List Users	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   Admin: Security	User Population - Can List Catalog Groups	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   Admin: Security	User Population - Can List Application Roles	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role,
   Admin: Security	Access to Permissions Dialog	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Briefing Book	Add To or Edit a Briefing Book	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Briefing Book	Download Briefing Book	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Briefing Book	Add to Snapshot Briefing Book	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Catalog	Personal Storage (My Folders and My Dashboard)	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Catalog	Reload Metadata	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Catalog	See Hidden Items	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Catalog	Create Folders	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Catalog	Archive Catalog	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Catalog	Unarchive Catalog	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Catalog	Upload Files	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Catalog	Perform Global Search	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Catalog	Perform Extended Search	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Conditions	Create Conditions	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Dashboards	Save Customizations	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Dashboards	Assign Default Customizations	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Dashboards	Create Bookmark Links	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Dashboards	Create Prompted Links	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Dashboards	Export Entire Dashboard To Excel	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Dashboards	Export Single Dashboard Page To Excel	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Formatting	Save System-Wide Column Formats	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Home and Header	Access Home Page	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Access Catalog UI	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Access Catalog Search UI	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Access Rapid Search UI	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Simple Search Field	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Advanced Search Link	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Open Menu	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	New Menu	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Help Menu	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Dashboards Menu	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Favorites Menu	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	My Account Link	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Custom Links	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Home and Header	Access Administration Menu	Denied: Authenticated User
   Home and Header	Access User & Role Admin	Denied: Authenticated User
   Home and Header	Access Modeler	Denied: Authenticated User
   Home and Header	Access Data Loader	Denied: Authenticated User
   My Account	Access to My Account	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   My Account	Change Preferences	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   My Account	Change Delivery Options	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Answers	Create Views	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Create Prompts	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Access Advanced Tab	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Edit Column Formulas	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Save Content with HTML Markup	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Answers	Enter XML and Logical SQL	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Edit Direct Database Analysis	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Answers	Create Analysis From Simple SQL	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Answers	Create Advanced Filters and Set Operations	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Save Filters	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Save Column	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Add EVALUATE_PREDICATE Function	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Answers	Execute Direct Database Analysis	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Answers	Upload Images	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Delivers	Create Agents	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Delivers	Publish Agents for Subscription	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Delivers	Deliver Agents to Specific or Dynamically Determined Users	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Delivers	Chain Agents	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Delivers	Modify Current Subscriptions for Agents	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Proxy	Act As Proxy	Denied: Authenticated User
   RSS Feeds	Access to RSS Feeds	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Scorecard	Create/Edit Scorecards	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	View Scorecards	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Scorecard	Create/Edit Objectives	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	Create/Edit Initiatives	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	Create Views	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	Create/Edit Causes And Effects Linkages	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	Create/Edit Perspectives	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	Add Annotations	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Scorecard	Override Status	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Scorecard	Create/Edit KPIs	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Scorecard	Write Back to Database for KPI	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Scorecard	Add Scorecard Views To Dashboards	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   List Formats	Create List Formats	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   List Formats	Create Headers and Footers	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   List Formats	Access Options Tab	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   List Formats	Add/Remove List Format Columns	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Segmentation	Create Segments	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Segmentation	Create Segment Trees	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Segmentation	Create/Purge Saved Result Sets	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Segmentation	Access Segment Advanced Options Tab	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Segmentation	Access Segment Tree Advanced Options Tab	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Segmentation	Change Target Levels within Segment Designer	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Mobile	Enable Local Content	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   Mobile	Enable Search	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access SOAP	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Impersonate as system user	BI System
   SOAP	Access MetadataService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access ScorecardAssessmentService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access MsgdbService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access ReportEditingService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access KPIAssessmentService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access ConditionEvaluationService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access SecurityService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access Tenant Information	BI System
   SOAP	Access SchedulerService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access DashboardService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access ScorecardMetadataService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access JobManagementService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access CatalogIndexingService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access UserPersonalizationService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access AnalysisExportViewsService Service	BI Service Administrator, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access CatalogService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access AdministrationSOAPService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access HtmlViewService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access XmlGenerationService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   SOAP	Access IBotService Service	BI Service Administrator, BI System, EXP Safety Consumer Role, FAR Safety Consumer Role
   View Canvas	Add/Edit Canvas View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Column Selector	Add/Edit Column Selector View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Compound Layout	Add/Edit Compound Layout View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Contribution Wheel	Add/Edit Contribution Wheel View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Graph	Add/Edit Graph View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Funnel	Add/Edit Funnel View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Gauge	Add/Edit Gauge View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Micro Chart	Add/Edit Micro Chart View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Filters	Add/Edit Filters View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Dashboard Prompt	Add/Edit Dashboard Prompt View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Performance Tile	Add/Edit Performance Tile View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Heat Matrix	Add/Edit Heat Matrix View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Static Text	Add/Edit Static Text View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Javascript view	Edit Javascript View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Legend	Add/Edit Legend View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Map	Add/Edit Map View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Narrative	Add/Edit Narrative View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View No Results	Add/Edit No Results View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Pivot Table	Add/Edit Pivot Table View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Generic Plugin View	Add/Edit Generic Plugin View View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Report Prompt	Add/Edit Report Prompt View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Create Segment	Add/Edit Create Segment View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Selection Steps	Add/Edit Selection Steps View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Logical SQL	Add/Edit Logical SQL View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Table	Add/Edit Table View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Create Target List	Add/Edit Create Target List View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Ticker	Add/Edit Ticker View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Title	Add/Edit Title View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Treemap	Add/Edit Treemap View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View Trellis	Add/Edit Trellis View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   View View Selector	Add/Edit View Selector View	BI Service Administrator, EXP Safety Author Role, FAR Safety Author Role
   Write Back	Manage Write Back	BI Service Administrator, EXP Administrator Role, FAR Administrator Role
   Write Back	Write Back to Database	Denied: Authenticated User

   
   

4. To set Catalog Folder-level Permissions:

   1. Log in to Analytics with WebLogic user credentials.

      For example, Log in to http://acme.oracle.com:port/analytics.

   2. Go to Catalog > Shared Folders > Tasks > Permissions.

      The Permissions dialog box appears.

   3. Set the Permissions as follows and click OK.

      Accounts	Permissions
      FAR Administrator Role/EXP Administrator Role	Full Control
      FAR Safety Author Role/EXP Safety Author Role	Full Control
      FAR Safety Consumer Role/EXP Safety Consumer Role	Open (Read, and Traverse)
      BI Service Administrator (Owner)	Full Control

      
      

5. To add the Data Sources to Roles in BI Publisher:

   1. Log in to the BIP with Administrator credentials.

      The BIP home page appears.

   2. Go to Administration > Roles and Permissions.

      The Roles and Permissions screen appears.

   3. From the list of roles, select FARAdminRole and click the corresponding Add Data Sources icon.

      The Add Data Sources screen appears.

   4. From the Available Data Sources section, select asbip and click the Move (>) icon to move the asbip data source to the Allowed Data Sources section.

   5. Click Apply.

   6. Repeat the steps to add asbip data source for the following roles as well:

      - FARSafetyAuthorRole

      - FARSafetyConsumerRole

      - EXPAdminRole

      - EXPSafetyAuthorRole- EXPSafetyConsumerRole

17.6.3.1 Flexible Aggregate Reporting Code Lists

The REPORT_TEMPLATE Code list to be updated for executing Flexible Aggregate Reports through BI Publisher. Execute the following steps to configure the REPORT_TEMPLATE code list.

1. Navigate to Argus Console > Code Lists > Flexible Data Re-categorization.

2. Under the Flexible Data Re-categorization tree, navigate to Flexible Re-categorization.

3. Select the Code List Name as REPORT_TEMPLATE and click Search.

4. Update the REPPATH as follows:

   • For PBRER - /Argus Safety/PBRER/Reports/pbrer.xdo

   • For PMAR - /Argus Safety/PMAR/Reports/pmar.xdo

   • For DSUR - /Argus Safety/DSUR/Reports/dsur.xdo

5. Click Save.

   Note:

   As the REPPATH is case sensitive, in Unix based Operating System, it must be same as that provided in Report.

   For example, in PBRER > Code List, the REPPATH is /Argus Safety/PBRER/Reports/pbrer.xdo

   The same path must be provided in the Reports and vice-versa.

17.6.3.2 PMDA R3 Paper Forms Code lists

1. Navigate to Argus Console > Code Lists > Flexible Data Re-categorization.

2. Under the Flexible Data Re-categorization tree, navigate to Flexible Re-categorization.

3. Select the Code List Name as LM_REPORT_FORMS_EXPEDITED, and click Search.

4. Check the REPPATH that is pre-configured with the report path of all the PMDA reports.

   Note:

   Update this REPPATH only if the PMDA R3 reports are uploaded to a different folder than the one that is configured.

17.7.2.1 Report Output Pusher

A database job must be created for pushing the completed report output from the BI Publisher repository to the Argus Safety database. The example below executes the report output pusher once every 3 minutes. The interval can be modified as needed.

DECLARE
n BINARY_INTEGER;
BEGIN
DBMS_JOB.SUBMIT (job => n,
what => ' BEGIN 
pkg_agg_rpt_util.p_fetchrptoutput; END ;',
interval => 'TRUNC(SYSDATE + 3/1440,''MI'')',
no_parse => FALSE);

DBMS_OUTPUT.PUT_LINE('Job Number is: ' || to_char(n));
COMMIT;
END;
/

17.7.2.2 Persist Data Cleaner

A database job can be created for cleaning the persist data from the BIP Owner schema's RM tables. The example below executes persist data cleaner once every 3 minutes. The interval can be modified as needed.

DECLARE
n BINARY_INTEGER;
BEGIN
DBMS_JOB.SUBMIT (job => n,
what => ' BEGIN
pkg_agg_rpt_util.Purge_RM_Data; END ;',
interval => 'TRUNC(SYSDATE + 3/1440,''MI'')',
no_parse => FALSE);
DBMS_OUTPUT.PUT_LINE('Job Number is: ' || to_char(n));
COMMIT;
END;
/