The OBIEE or BI Publisher Server is needed when Flexible Aggregate Reporting (FAR) or Japanese PMDA R3 Paper Forms is generated through Argus Safety. This chapter elaborates the steps needed to integrate the OBIEE or BI Publisher with Argus Safety.
In the Argus Enterprise Edition, OBIEE or BI Publisher Server is also required for Argus Analytics and BI reporting on Argus Mart.
To execute PMDA R3 Paper Forms or BI Publisher Periodic Reports, a standalone BI Publisher Server or BI Publisher on an OBIEE Server must be prepared.
Note:
BIP Standalone Server is applicable only for the Argus Standard Edition users. The Argus Enterprise Edition users must install OBIEE integrated with BIP only.When the BI Publisher Server/OBIEE Server is successfully installed, make a note of:
TNS Names details of the database where BI Publisher repository is created
BI Platform User ID and Password
BI Publisher Console login credentials
BI Publisher Console URL along with the Port Number
Note:
This section is required only if PMDA R3 Paper forms are generated through Argus Safety, or to print any Japanese fonts in any BIP Periodic report or any custom reports having Japanese font.OBIEE and BI Publisher 12.2.1.0 does not have the fonts that are essential to run PMDA R3 Paper forms. To install and configure these fonts:
From My Oracle Support, download the Patch# 21918899.
There could be more than one patch listed, based on the applied CPU. It is fine to download any of the listed packages as there is no need to deploy the whole patch.
Stop all the OBIEE/BIP services.
From the patch zip folder, extract the fonts.zip folder into:
For Windows—<MW_HOME>\oracle_common\internal\
For Linux—$MW_HOME/oracle_common/internal/
Where, MW_HOME is the location where the OBIEE or BIP middleware is installed.
Upon extraction, the sub-directory fonts is created.
Take a backup of the file setDomainEnv.sh (or setDomainEnv.cmd in Windows) located at $MW_HOME/user_projetcs/domains/bi/bin directory.
To edit the file, open the file in a plain text editor, like Notepad, and update the xdo.font.dir with the new correct location of the fonts as follows:
set EXTRA_JAVA_PROPERTIES=-Dxdo.server.config.dir=C:\Oracle\Middleware\Oracle_Home\bi\bin\..\..\user_projects\domains\bi\bidata\components\bipublisher -DXDO_FONT_DIR=C:\Oracle\Middleware\Oracle_Home\oracle_common\internal\fonts %EXTRA_JAVA_PROPERTIES%
Where, C:\Oracle\Middleware\Oracle_Home\ is the MW_HOME.
Save and close the file.
Start all the OBIEE or BIP services.
OBIEE or BIP is now ready to run the PMDA R3 Paper forms.
Note:
Check the Patch 21918899 readme file for the latest information about the fonts installation settings.BI Publisher enables you to define an administration Superuser. Using the Superuser credentials you can directly access the BI Publisher administrative functions without logging in through the defined security model. Set up this Superuser to ensure access to all administrative functions in case of failures with the configured security model. It is highly recommended that you set up a Superuser.
To enable a local superuser:
Click Administration.
Under Security Center, click Security Configuration.
Under Local Superuser, select the Enable Local Superuser checkbox and enter the credentials.
Restart the BI Publisher service.
To establish a database connection with the Argus Safety database, create a new JDBC connection named asbip in the BI Publisher.
Note:
It is recommended to provide the JDBC connection name, user name and database connection information in the lower case.Log in to BI Publisher using the administrator credentials. This displays the BI Publisher Home Page.
Click Administration.
Click JDBC Connection under Data Sources.
This displays the Data Sources screen.
Click Add Data Source.
In the Add Data Source section:
Enter asbip in the Data Source Name field.
Make sure that you enter this data source name in lowercase only.
Select the database from the Driver Type drop-down list.
This auto-populates the Database Driver Class field.
Enter either of the following connection strings in the Connection String field.
- url="jdbc:oracle:thin:@[host]:[port]/[sid]"
- url="jdbc:oracle:thin:@(DESCRIPTION=(ADDRESS_LIST=(ADDRESS=(PROTOCOL=TCP)(HOST=host.com)(PORT=<port number>)))(CONNECT_DATA=(SID=orcl)))"
Enter the Argus BIP schema username (for example, bip_owner) and the password.
This user is created as part of the Argus Safety database installation.
Click Test Connection.
If successful, this displays a confirmation message.
Click Apply. This displays the asbip Data Source in the list of already existing data source names.
This successfully creates a connection between BI Publisher and the Argus Safety database.
Log in to BI Publisher.
Click Administration.
From Runtime Configuration section, click Properties.
Modify the following parameter values to 5000 seconds from 600 seconds:
Memory Guard > Process timeout for online report formatting
Data Model > SQL Query Timeout
Click on Apply.
These values can be increased as needed, for any BIP custom reports that take longer to complete.
Note:
If you are using the BI Publisher Security model, it is recommended to move to Oracle Fusion Middleware Security model.When moving from BI Publisher Security model, you must re-create the users, roles and policies through the Enterprise Manager.
This section describes the steps to create users, groups and roles in Oracle Fusion Middleware Security model (recommended security model).
In case you are using the BI Publisher Security Model, refer to Appendix A, "Configure BI Publisher Security Model."
Note:
For detailed information, refer to section 2.5.2 Managing Users and Groups Using the Default Authentication Provider of https://docs.oracle.com/middleware/1221/bip/BIPAD.pdf.Log in to Fusion Middleware Enterprise Manager.
Navigate to WebLogic Domain > Security > Users and Groups > Groups.
From the Groups section, click New.
The Create a New Group dialog box appears.
Create the following groups for Flexible Aggregate Reports by entering the Name and Description:
FARAdminGroup
FARSafetyAuthorGroup
FARSafetyConsumerGroup
Create the following groups for Expedited Reports by entering the Name and Description:
EXPAdminGroup
EXPSafetyAuthorGroup
EXPSafetyConsumerGroup
Log in to Fusion Middleware Enterprise Manager.
Navigate to WebLogic Domain > Security > Users and Groups > Users.
From the Users section, click New.
The Create a New User screen appears.
Enter the parameters and click OK.
Assign a group to the user and click Save.
Log in to Fusion Middleware Control Enterprise Manager.
Go to WebLogic Domain > Security > Application Roles.
The Application Roles dialog box appears.
From the Application Stripe drop-down list, select OBI and click Search .
The default Role available in clean slate installation appears.
Click Create.
The Create Application Role dialog box appears.
In the Role Name field, enter FARAdminRole.
From the Members section, click +Add.
The Add Principal dialog box appears.
From the Type drop-down list, select Group and click Search.
A list of principals appears.
From the list of Searched Principals, select FARAdminGroup and click OK.
From the Members section, click +Add.
The Add Principal dialog box appears.
From the Type drop-down list, select Application Role and click Search.
A list of principals appears.
From the list, search Users, select Weblogic and click OK.
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 |
Note:
For more details, refer to Section 2.8.3.1 Creating Application Roles Using Fusion Middleware Control from https://docs.oracle.com/middleware/1221/bip/BIPAD.pdfLog in to Fusion Middleware Control Enterprise Manager.
Go to WebLogic Domain > Security > Application Policies.
The Application Policies screen appears.
To create a new application policy, click Create.
The Create Application Grant dialog box appears.
From the Grantee section, click +Add.
The Add Principal dialog box appears.
From the Type drop-down list, select Application Role and click Search .
From the list of Searched Principals, select FARAdminRole and click OK.
From the Permissions section, click +Add.
The Add Permission dialog box appears.
Select the Resource Types radio button.
From the Resource Type drop-down list, select oracle.bi.publisher.permission and click Search.
From the Search Results, select oracle.bi.publisher.permission (BIP Administer Server) and click Continue.
The Add Permission dialog box appears.
For Permission Actions, select All (_all_) and click Select.
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.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_ |
Similarly, create roles and policies for Expedited Reports for the following groups:
EXPAdminRole
EXPSafetyAuthorRole
EXPSafetyConsumerRole
Note:
For more details, refer to Section 2.8.3.2 Creating Application Policies Using Fusion Middleware Control from https://docs.oracle.com/middleware/1221/bip/BIPAD.pdfTo set Catalog Folder-level permissions:
Log in to BI Publisher application as a privileged user.
For example, log in to http://<hostname.domainname>:<port>/xmlpserver, as weblogic.
Go to Catalog > Shared Folders > Argus Safety > Tasks > Permissions.
The Permissions dialog box appears.
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.Go to Catalog > Shared folders > AS_Expedited > Tasks > Permissions.
The Permissions dialog box appears.
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.To add the Data Sources to Roles in BI Publisher:
Log in to the BIP with Administrator credentials.
Go to Administration > Roles and Permissions.
The Roles and Permissions screen appears.
From the list of roles, select FARAdminRole and click the corresponding Add Data Sources icon.
The Add Data Sources screen appears.
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.
Click Apply.
Repeat the steps to add asbip data source for the following roles as well:
- FARSafetyAuthorRole,
- FARSafetyConsumerRole,
- EXPAdminRole,
- EXPSafetyAuthorRole
- EXPSafetyConsumerRole
Log in to Fusion Middleware Control Enterprise Manager.
Go to WebLogic Domain > Security > Application Policies.
The Application Policies screen appears.
From the Application Stripe drop-down list, select OBI.
Click Create.
The Create Application Grant dialog box appears.
From the Grantee section, click +Add.
The Add Principal dialog box appears.
From the Type drop-down list, select Application Role and click Search .
From the list of Searched Principals, select FARAdminRole and click OK.
From the Permissions section, click +Add.
The Add Permission dialog box appears.
Select the Resource Types radio button.
From the Resource Type drop-down list, select <Resource Type> and click Search.
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.
For Permission Actions, select All (_all_) and click Select.
When all the permissions are added, click OK.
Repeat Steps 5-13 for other principals and their permissions. (See Table 17-1)
Table 17-1 List of Policies and their Permissions
Policy Name/Principal | Resource Type | Resource Name | Permission Actions |
---|---|---|---|
FARAdminRole/EXPAdminRole |
oracle.bi.catalog |
* |
manage |
oracle.bi.server.permission |
oracle.bi.server.manageRepositories |
_all_ |
|
oracle.bi.presentation.catalogmanger.permission |
oracle.bi.presentation.catalogmanger.manageCatalog |
_all_ |
|
oracle.bi.delivers.job |
oracle.bi.delivers.job |
manage |
|
oracle.bi.publisher.permission |
oracle.bi.publisher.administerServer |
_all_ |
|
oracle.bi.publisher.permission |
oracle.bi.publisher.developReport |
_all_ |
|
oracle.bi.publisher.permission |
oracle.bi.publisher.developDataModel |
_all_ |
|
oracle.bi.repository |
oracle.bi.repository |
manage |
|
oracle.bi.scheduler.permission |
oracle.bi.scheduler.manageJobs |
_all_ |
|
FARSafetyAuthorRole/EXPSafetyAuthorRole |
oracle.bi.publisher.permission |
oracle.bi.publisher.developReport |
_all_ |
oracle.bi.publisher.permission |
oracle.bi.publisher.developDataModel |
_all_ |
|
oracle.bi.tech.visualanalyzer.permission |
oracle.bi.tech.visualanalyzer.generalAccess |
_all_ |
|
oracle.bi.delivers.job |
* |
schedule |
|
FARSafetyConsumerRole/EXPSafetyConsumerRole |
oracle.bi.publisher.permission |
oracle.bi.publisher.scheduleReport |
_all_ |
oracle.bi.publisher.permission |
oracle.bi.publisher.runReportOnline |
_all_ |
|
oracle.bi.publisher.permission |
oracle.bi.publisher.accessReportOutput |
_all_ |
|
oracle.bi.publisher.permission |
oracle.bi.publisher.accessOnlineReportAnalyzer |
_all_ |
|
ESSMetadataPermission |
oracle.bip.ess.JobDefinition.EssBipJob |
Read,Execute |
|
oracle.bi.publisher.permission |
oracle.bi.publisher.accessExcelReportAnalyzer |
_all_ |
Note:
For more details, refer to Section 2.8.3.2 Creating Application Policies Using Fusion Middleware Control from https://docs.oracle.com/middleware/1221/bip/BIPAD.pdfLog in to the OBIEE application as a privileged user.
For example: Log in to http://acme.oracle.com:port/analytics with WebLogic user credentials.
Go to Administration > Security > Manage Privileges.
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 |
To set Catalog Folder-level Permissions:
Log in to Analytics with WebLogic user credentials.
For example, Log in to http://acme.oracle.com:port/analytics.
Go to Catalog > Shared Folders > Tasks > Permissions.
The Permissions dialog box appears.
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 |
To add the Data Sources to Roles in BI Publisher:
Log in to the BIP with Administrator credentials.
The BIP home page appears.
Go to Administration > Roles and Permissions.
The Roles and Permissions screen appears.
From the list of roles, select FARAdminRole and click the corresponding Add Data Sources icon.
The Add Data Sources screen appears.
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.
Click Apply.
Repeat the steps to add asbip data source for the following roles as well:
- FARSafetyAuthorRole
- FARSafetyConsumerRole
- EXPAdminRole
- EXPSafetyAuthorRole- EXPSafetyConsumerRole
To upload the Argus Safety.xdrz file to BI Publisher, execute the following steps:
Copy the Argus Safety.xdrz file from the following location on the Argus Safety Web Server to the local file system:
<Argus Install Media>\SUPPORT\BIP
Log in to BI Publisher using BI Admin User credentials.
From the left pane, click Catalog.
This displays the Catalog screen with the Folders and Tasks sections.
Click Shared Folders under Folders.
Click Upload under Tasks.
This displays the Upload dialog box.
Click Browse and navigate to the location where you have saved the Argus Safety.xdrz file on the local file system.
Click Upload. When done, an Argus Safety folder is created in Shared Folders.
Expand the Argus Safety folder to verify whether the data model and reports are present.
To set permissions for Argus Safety Shared Folders:
Log in to Analytics.
Go to Shared folders > Argus Safety > Tasks > Permissions.
The Permissions dialog box appears.
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 | Custom (Read, Traverse, Run Publisher Report, Schedule Publisher Report, and View Publisher Output) |
BI Service Administrator (Owner) | Full Control |
For the Expedited Reports, log in to BI Publisher with WebLogic user credentials, and upload the AS_Expedited.xdrz file.
The steps to upload the file remains the same as Section 17.4.1, "Flexible Aggregate Reports".
Log in to the server that hosts the AGService and the Batch Periodic Reports process.
Navigate to the ArgusInstallPath in the filesystem.
Open the file AGProc.config for editing.
Navigate to the <system.serviceModel> tag in this file.
In the endpoint element that lies within the client element, enter the following text in the Address attribute:
http://<host>:<port>/xmlpserver/services/v2/SecurityService where the name attribute is set to SecurityService
http://<host>:<port>/xmlpserver/services/v2/ScheduleService where the name attribute is set to SchedulingService
http://<host>:<port>/xmlpserver/services/v2/ReportService where the name attribute is set to ReportService
In the above instances, <host> refers to the IP address or the Fully Qualified Domain name of the BI Publisher server and <port> refers to the BI Publisher port number.
If the BI Publisher Server has been configured over an OAM/SSO controlled port, then that port number to be used here.
Log in to the Argus Safety Web Server.
Navigate to the ArgusInstallPath in the filesystem.
Open the file argusvr2.config for editing.
Navigate to the <system.serviceModel> tag in this file.
In the endpoint element that lies within the client element, enter the following text in the Address attribute:
http://<host>:<port>/xmlpserver/services/v2/SecurityService where the name attribute is set to SecurityService
http://<host>:<port>/xmlpserver/services/v2/ScheduleService where the name attribute is set to SchedulingService
http://<host>:<port>/xmlpserver/services/v2/ReportService where the name attribute is set to ReportService
In the above instances,<host> refers to the IP address or the Fully Qualified Domain name of the BI Publisher server and <port> refers to the BI Publisher port number.
If the BI Publisher Server has been configured over an OAM/SSO controlled port, then that port number to be used here.
This section is applicable for Expedited Reports only.
To auto-schedule the Expedited Reports through AG Services:
Navigate to the Argus Safety Transaction Server.
Open the AG Proc and note down the AG Service user, which is used for Batch Report Generation Service.
Create the same user (AG Service user) in the BI Publisher.
If SSO is enabled, exclude the following URLs from SSO:
http://<host>:<port>/xmlpserver/services/v2/ScheduleService where the name attribute is set to SchedulingService
http://<host>:<port>/xmlpserver/services/v2/SecurityService where the name attribute is set to SecurityService
http://<host>:<port>/xmlpserver/services/v2/ReportService where the name attribute is set to ReportService
If OAM is the SSO being used, perform the following configuration:
Add excluded resource (/xmlpserver/services and /xmlpserver/report_service) on OAM Server for the OBIEE/BIP server application domain.
Copy mod_osso.conf from the disabled directory to the moduleconf directory for editing. For example:
From: ORACLE_INSTANCE/config/OHS/<ohs_name>/disabled/mod_osso.conf
To: ORACLE_INSTANCE/config/OHS/<ohs_name>/moduleconf/
Add the following Web services in the mod_osso.conf file:
<Location /xmlpserver/services/> require valid-user AuthType Basic Allow from All Satisfy any </Location>
Save the file and restart OHS Service.
Navigate to Argus Console > System Configuration > System Management (Common Profile Switches).
Expand the Reporting node on the tree that appears on the left pane.
Click BIP Reporting.
In Common Settings section, enter the BIP Common username and password.
This user is created in BI Publisher with administrator privileges. This user could be an actual Argus Safety user or a user who has No Access to Argus Safety.
Save the changes.
Navigate to Argus Console > Enabled Modules.
Enable the BIP Aggregate Reports module.
Navigate to Argus Console > System Configuration > System Management (Common Profile Switches).
Expand the Reporting node on the tree that appears on the left pane.
Click BIP Reporting.
Set the Persist data in BIP Aggregate Temp tables to Yes or No.
The default value is No.
Set the Number of days to persist the BIP Aggregate Temp table data. Defaulted to null.
Perform iisreset on Webserver to make sure that the changes made to enable the BIP Aggregate Reports module are visible in the periodic report configuration.
Note:
The Persist data parameters are used to logically retain the data from the BIP temp tables and purge them after the specified number of days.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.
Navigate to Argus Console > Code Lists > Flexible Data Re-categorization.
Under the Flexible Data Re-categorization tree, navigate to Flexible Re-categorization.
Select the Code List Name as REPORT_TEMPLATE and click Search.
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
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.
Navigate to Argus Console > Code Lists > Flexible Data Re-categorization.
Under the Flexible Data Re-categorization tree, navigate to Flexible Re-categorization.
Select the Code List Name as LM_REPORT_FORMS_EXPEDITED, and click Search.
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.Note:
This section is applicable only if Flexible Aggregate Reporting is enabled.Some database configurations need to be handled in order to enable the Flexible Aggregate Reporting in Argus. These steps need to be handled from a machine where the Argus database can be accessed (preferably the Argus Safety Web Server or the Argus Safety Transaction Server).
From the command prompt, navigate to <Argus Home>\DBInstaller\Utilities\BIP_Enable.
Execute the batch file Argus_BIP_Enable.bat.
Enter the following parameters:
TNSNAMES entry to connect to the Argus Safety database
For example, Argus Safety database SID.
SYSTEM or DBA user name in Argus database
Password for SYSTEM or DBA user
Argus schema owner name
For example: ARGUS_APP.
Argus schema password
BI Publisher Schema user
The BI Publisher Schema owner name created during the Argus Safety database installation. For example, BIP_OWNER.
Password for the BIP Schema user
BIP Repository Service name
This is the database SID of the BI Publisher metadata repository.
BIP Repository user name (Default DEV_BIPLATFORM)
This is the BIPLATFORM user created in BI Publisher metadata repository.
BIP Repository password
Host name of thhe BIP Repository instance
For example, <hostname>.<domain name>
BIP Repository instance listener port
When the execution is complete, the database objects needed for enabling and integrating the Flexible Aggregate Reporting are created
Note:
If you are using Argus Mart with BI Publisher enabled in Argus Safety, make sure that you re-create the Safety RO user.Note:
Both the database jobs should be created and run as BI Publisher Schema Owner.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; /
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; /
If you have enabled the Argus Flexible Aggregate Reporting and you are upgrading from 8.1.1:
Note:
You can upgrade BIP reports only from Argus Safety 8.1. Upgrade from previous versions of Argus Safety is not supported.Besides, any customization done to the Aggregate Reports must be taken care after upgrading.
Log in to the BI Publisher console as administrator (or any user who has BI Admin User access).
Back up the existing .xdrz files.
From the left pane, click Catalog.
The Catalog screen with the Folders and Tasks sections appears.
Click Folders > Shared Folders.
Click Tasks > Download.
Click Browse and navigate to the location where the backup will be saved.
To upload the latest Argus Safety.xdrz file, see Section 17.4.1, "Flexible Aggregate Reports".
While uploading, click Overwrite existing files.