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Oracle® Argus Safety Installation Guide
Release 8.1
E71757-01
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13 Enabling and Configuring BI Publisher Periodic Reports

Argus BI Publisher Periodic Reports are the flexible periodic reporting feature that has been introduced in 8.0. By default, this feature is not enabled in the Safety environment.

This chapter lists the various steps to enable and configure the BI Publisher Periodic reports.

It includes the following sections:

13.1 Preparing BI Publisher Server

A standalone BI Publisher Server or BI Publisher on a OBIEE Server needs to be prepared before enabling the BI Publisher Periodic reporting for Argus Safety.

Once 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

13.2 TNS Names Configuration

During enabling, a database link would be created between the Argus Safety Database and the BI Publisher Metadata repository database.

In order to have this link created, copy the TNS Names of the BI Publisher metadata repository database's TNS Names into the TNS Names.ora file of Argus Safety database server.

13.3 Database Configuration

Some database configurations need to be handled in order to enable the BI Publisher reporting in Argus. These steps need to be handled from a machine where the Argus 8.0 database can be accessed (preferably the Argus Safety Web Server).

* Open a command prompt and navigate to the directory where Argus_BIP_Enable.bat file is located.

* Execute the batch file. The batch file would prompt for few database details. Enter the following information, as prompted:

  • Enter TNSNAMES Entry to Connect to the Argus Safety Database: <The database SID of Argus Safety>.

  • Enter SYSTEM or DBA user name in Argus Database: <the system or dba user name>.

  • Enter password for &user_dba. in Argus Database: <the system or dba user password>.

  • Enter Argus schema owner name: <the argus safety schema owner, typically argus_app>.

  • Enter Argus schema password: <password for the argus safety schema owner>.

  • Enter BI Publisher Schema which is created: <the BI Publisher Schema owner name created through the schema creation utility during Argus Safety db creation>.

  • Enter Password for BIP user: <password of the BI Publisher Schema owner>.

  • Enter BIP Repository Instance name: <database SID of the BI Publisher metadata repository database>.

  • Enter BIP Repository User name (Default DEV_BIPLATFORM): <the DEV_BIPLATFORM user created in BI Publisher metadata repository database>.

  • Enter BIP Repository Password: (password for the DEV_BIPLATFORM user>.


Note:

If you are using Argus Mart with BI Publisher enabled in Argus Safety, make sure that you re-create the Safety RO user.

With this information, the batch file will execute and create the database objects that are needed for enabling and integrating the BI Publisher Periodic reports to Argus Safety.

A detailed log file called Argus_BIP_Enable_Batchfile_<datetime>.log will be created in the path of the batch file.


Note:

The following message can be displayed while installing over the Oracle 12.1.0.2 Database:

Note: ZipUtil uses or overrides a deprecated API. Note: Recompile with -Xlint:deprecation for details. creating f_UnzipBlobThis note about deprecation can be safety ignored.

13.4 Setting up the BI Publisher for Argus Safety

This section contains the following topics:

13.4.1 Enabling a Local Superuser for BI Publisher Standalone Install

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:

  1. Click Administration.

  2. Under Security Center, click Security Configuration.

  3. Under Local Superuser, select the box and enter the credentials for the Superuser, as shown.

  4. Restart the BI Publisher service.

    Surrounding text describes image1.jpg.

13.4.2 Configuring the Security Model

BI Publisher supports numerous security models. For Argus Safety 8.0, the following security models are supported:

  • BI Publisher Security (default)

  • Oracle Fusion Middleware

After setting up the security model, restart the BI Publisher server.

For more information about configuring BI Publisher over different security authentication and authorization models, refer to the BI Publisher Admin Guide.


Note:

The following sections of the BI Publisher setup are based on the standalone BI Publisher installation with BI Publisher Security mode. For more details about configuring the BI Publisher Security Model or Oracle Fusion Middleware Security set up, refer to Oracle Argus Safety Extensibility Guide.

Surrounding text describes use2.jpg.

13.4.3 Creating ASBIP JDBC Connection


Note:

All the users who have access to run the periodic reports using AS UI should be created in the BI Publisher local as well (applicable for BI Publisher Security model only).The password in BI Publisher local user corresponding to the AS UI need not to be same as that of AS UI.

To connect the BI Publisher and the database, execute the following steps:

  1. Log on to BI Publisher using the administrator credentials. This displays the BI Publisher Home Page.

  2. Click Administration.

  3. Click JDBC Connection under Data Sources.

    Surrounding text describes try5.jpg.

    This displays the Data Sources screen.

  4. Click Add Data Source.

    Surrounding text describes try6.jpg.

  5. 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 string 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=1521)))(CONNECT_DATA=(SID=orcl)))"

      You must enter all the details in lower case in this field.

    • Enter the username (Argus Safety BIP DB Schema user, for example, bip_user, which got created during Argus Safety database installation) to connect to the database in the Username field.

    Click Test Connection.

    Surrounding text describes try7.jpg.

    If successful, this displays a confirmation message.

  6. Click Apply. This displays the asbip Data Source in the list of already existing data source names.

    Surrounding text describes try8.jpg.

    This successfully creates a connection between BI Publisher and the database.

13.4.4 Setting-up Runtime BI Publisher Memory

  1. Login to BI Publisher.

  2. Click Administration.

  3. From Runtime Configuration section, click Properties.

  4. Modify the following parameter values to 1800 seconds from 600 seconds:

    • Memory Guard > Process timeout for online report formatting

    • Data Model > SQL Query Timeout

    Surrounding text describes runtimebipparam.jpg.

  5. Click on Apply.

    These changes ensures the out-of-the-box BI Publisher reports to execute successfully.

    These values can be increased as needed, for any BIP custom reports that takes longer time-period.

13.5 Managing Users and Roles in BI Publisher Security Model [BI Publisher Standalone]

This section contains the following:

13.5.1 Creating Users and Assigning Roles

To create users and assign them roles:

  1. Log in to BI Publisher with the administrator credentials.

    The BI Publisher Home Page appears.

  2. Click Administration.

    The Administration screen appears.

    Surrounding text describes eg1.jpg.

  3. Under Security Center, click Users.

    The Users screen appears.

  4. Click Create Users.

    The Create User screen appears.

    Surrounding text describes eg2.jpg.

  5. Enter a Username and Password, and click Apply.

    A new user is created.

  6. To assign roles to the user, click the Assign Roles icon corresponding to the new user.

    Surrounding text describes eg4.jpg.

    The Assign Roles screen appears with the BI Publisher system roles as the following:

    • BI Publisher Administrator

    • BI Publisher Excel Analyzer

    • BI Publisher Online Analyzer

    • BI Publisher Developer

    • BI Publisher Scheduler

    • BI Publisher Template Designer

      These roles are available by default along with the custom roles you create.

      Surrounding text describes eg5.jpg.

    In the above figure, ASAdmin and BIAdmin are custom roles.

  7. From the Available Roles section, select a role, and click Move (>) to move the selected role to the Assigned Roles section.

  8. Click Apply.

    The selected role is assigned to the user.

13.5.2 Creating Custom Roles

This section describes the steps to create custom roles and assign data sources to them.

  1. Log in to BI Publisher with the administrator credentials.

    The BI Publisher Home Page appears.

  2. Click Administration.

  3. Under Security Center, click Roles and Permissions.

    Surrounding text describes eg6.jpg.

    The Roles and Permissions screen appears.

  4. Click Create Role.

    Surrounding text describes eg7.jpg.

    The Create Role screen appears.

  5. Enter a role Name and Description, and click Apply.

    A new custom role is created.

    Surrounding text describes eg9.jpg.

  6. To assign data sources to the created role, click the Add Data Sources icon Add Data Sources icon.

  7. From the Available Data Source section, select a data source (for example, asbip), and click Move (>) to add it to the Allowed Data Sources section.

  8. Click Apply.

  9. To assign the required roles to the custom role, click Add Roles icon Add Roles icon.

    The Add Roles screen appears.

  10. From the Available Roles, select the roles to be included, and click Move (>) to add the selected roles to Included Roles.

    Surrounding text describes eg13.jpg.

  11. Click Apply.

13.6 Managing Users and Roles in Oracle Fusion Middleware [BI Publisher Standalone]

This section describes the steps to create roles, policies, users, and groups in Oracle Fusion Middleware (OFM) security in BI Publisher Standalone installation.

13.6.1 Creating Users and Assigning Groups


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.

To create new groups for FAR periodic:

  1. Login to Fusion Middleware Console.

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

    Surrounding text describes bip1.jpg.

  3. From the Groups section, click New.

    The Create a New Group dialog box appears.

  4. Create the following groups by entering the Name and Description:

    • FARAdminGroup

    • FARSafetyAuthorGroup

    • FARSafetyConsumerGroup

    Surrounding text describes bip2.jpg.

To create new users in Fusion Middleware Console:

  1. Login to Fusion Middleware Console.

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

    Surrounding text describes bip3.jpg.

  3. From the Users section, click New.

    The Create a New User screen appears.

    Surrounding text describes bip4.jpg.

  4. Enter the following fields, and click OK.

    1. Name

    2. Description

    3. Provider

    4. Password

    5. Confirm Password

  5. Assign role to the user, and click Save.

    Surrounding text describes bip5.jpg.

13.6.2 Creating Roles and Policies

To create new application roles:

  1. Login to Fusion Middleware Control Enterprise Manager.

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

    The Application Roles dialog box appears.

    Surrounding text describes bip6.jpg.

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

    The default Role available in clean slate installation appears.

    Surrounding text describes bip7.jpg.

  4. Click Create.

    The Create Application Role dialog box appears.

  5. In the Role Name field, enter FARAdminRole.

    Surrounding text describes bip8.jpg.

  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 Principlals, select FARAdminGroup, and click OK.

    Surrounding text describes bip9.jpg.

  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 of Searched Principals, select BIServiceAdministrator , and click OK.

    Surrounding text describes bip10.jpg.

    The Membership for FARAdminRole appears as below:

    Surrounding text describes bip11.jpg.

  12. To add FARSafetyAuthorRole, repeat from Step 4 to Step 11.

    Surrounding text describes bip12.jpg.

  13. To add FARSafetyConsumerRole, repeat from Step 4 to Step 11, and add authenticated-role as a Member for this role.

    Surrounding text describes bip13.jpg.

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.pdf

To create new application policy:

  1. Login to Fusion Middleware Control Enterprise Manager.

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

    The Application Policies screen appears.

    Surrounding text describes bip14.jpg.

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

    The Create Application Grant dialog box appears.

    Surrounding text describes bip15.jpg.

  4. From the Grantee section, click +Add.

    The Add Principal dialog box appears.

    Surrounding text describes bip16.jpg.

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

  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.

    Surrounding text describes bip17.jpg.

  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.

    Surrounding text describes bip18.jpg.

  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.

    Surrounding text describes bip19.jpg.

    Note:

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

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

    Name Grantee Resource Permissions
    FAR Author FARSafetyAuthorRole BIP Develop Report

    BIP Develop Data Model
    FAR Consumer FARSafetyConsumerRole BIP Access Excel Report Analyzer

    BIP Access Online Report Analyzer

    BIP Access Report Output

    BIP Schedule Report


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.pdf

13.6.3 Managing Privileges and Folder Rights

To set Catalog Folder-level permissions in BI Publisher:

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

    The Permissions dialog box appears.

  2. Set the Permissions as follows, and click OK.

    Accounts Permissions
    FAR Administrator Role Write, and Delete
    FAR BIP Safety Author Role Read, Write, and Delete
    FAR Safety Consumer Role Read
    BI Service Administrator Write, and Delete


    Note:

    Make sure the Apply permissions option for the sub-folders and the items is NOT selected.

  3. Go to Shared folders > Argus Safety > Tasks > Permissions.

    The Permissions dialog box appears.

  4. Set the Permissions as follows, and click OK.

    Accounts Permissions
    FAR Administrator Role Write, and Delete
    FAR BIP Safety Author Role Read, Write, and Delete
    FAR Safety Consumer Role Read
    BI Service Administrator (Owner) Write, and Delete


    Note:

    Make sure to select the Apply permissions option for the sub-folders and the items.

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

    1. Login to the BIP with Administrator credentials.

      For example, login to BIP from http://acme.com:9502/xmlpserver/

      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 asbip data source to FARSafetyAuthorRole and FARSafetyConsumerRole as well.

13.7 Managing Users and Roles for BI Publisher [OBIEE and BI Integrated Installation]

This section comprises the steps to manage users and their roles for OBIEE and BI Publisher in Oracle Fusion Middleware.

13.7.1 Creating Users and Assigning Groups

Refer to Section 13.6.1, "Creating Users and Assigning Groups."

13.7.2 Creating Roles and Policies

To create new application role and adding members:

See Section 13.6.2, "Creating Roles and Policies" > To create new application roles:

Do NOT copy policies from this reference, and see the following section.


Note:

As you cannot modify the Catalog Type to BI Publisher File System, you must not use BI Publisher Security for this type of installation. Beside, if you do use BI Publisher Security for this installation, then you will not be able to log-in.

To create new application policies:

  1. Login 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.

    Surrounding text describes bip20.jpg.

  4. Click Create.

    The Create Application Grant dialog box appears.

    Surrounding text describes bip21.jpg.

  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 Search icon.

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

    Surrounding text describes bip16.jpg.

  8. From the Permissions section, click +Add.

    The Add Permission dialog box appears.

    Surrounding text describes bip17.jpg.

  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 13-1.

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

    Surrounding text describes bip18.jpg.

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

    Surrounding text describes bip22.jpg.

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

Table 13-1 List of Policies and their Permissions

Policy Name/Principal Resource Type Resource Name Permission Actions

FARAdminRole

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.repository

oracle.bi.repository

manage

oracle.bi.scheduler.permission

oracle.bi.scheduler.manageJobs

_all_

FARSafetyAuthorRole

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

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.pdf

13.7.3 Managing Privileges and Folder Rights

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

    For example: Login to http://obieeapps.us.oracle.com:9502/analytics with WebLogic user credentials.

  2. Go to Administration > Security > Manage Privileges.

  3. Add the following Catalog Roles:

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

  4. To set Catalog Folder-level Permissions:

    1. Login to 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 Open (Read, and Traverse)
      FAR Safety Author Role Open (Read, and Traverse)
      FAR Safety Consumer Role Open (Read, and Traverse)
      BI Service Administrator (Owner) Full Control


      Note:

      Make sure the Apply permissions option for the sub-folders and the items is NOT selected.

    4. Go to Shared folders > Argus Safety > Tasks > Permissions.

      The Permissions dialog box appears.

    5. Set the Permissions as follows, and click OK.

      Accounts Permissions
      FAR Administrator Role Full Control
      FAR Safety Author Role Full Control
      FAR Safety Consumer Role Custom (Read, Traverse, Run Publisher Report, Schedule Publisher Report, and View Publisher Output)
      BI Service Administrator (Owner) Full Control


      Note:

      Make sure to select the Apply permissions option for the sub-folders and the items.

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

    1. Login 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 asbip data source to FARSafetyAuthorRole and FARSafetyConsumerRole as well.

13.8 Uploading the Argus Safety.xdrz file to BI Publisher

To upload the Argus Safety.xdrz file to BI Publisher, execute the following steps:

  1. Copy the Argus Safety.xdrz file from the following location on the Argus Safety Web Server to the local file system:

    <Argus Installation Media>\SUPPORT\BIP

  2. Log in to BI Publisher using BI Admin User credentials. This displays the BI Publisher Home Page as depicted in the following figure:

    Surrounding text describes try9.jpg.

  3. Click Catalog.

    Surrounding text describes try10.jpg.

    This displays the Catalog screen with the Folders and Tasks sections.

  4. Click Shared Folders under Folders.

    Surrounding text describes try11.jpg.

  5. Click Upload under Tasks.

    Surrounding text describes image017.gif.

    This displays the Upload dialog box.

    Surrounding text describes image018.gif.

  6. Click Browse and navigate to the location where you have saved the Argus Safety.xdrz file on the local file system.

  7. Click Upload. Once done, an Argus Safety folder is created in Shared Folders.

  8. Expand the Argus Safety folder to verify whether the following data model and reports are present. It should look as shown below:

    Surrounding text describes try12.jpg.

13.9 Integrating Argus Safety with BI Publisher

Perform the following steps for Argus Safety Web server configuration:

  1. Log in to the server that hosts the AGService and the Batch Periodic Reports process.

  2. Navigate to the ArgusInstallPath in the filesystem.

  3. Open the file AGProc.config for editing.

  4. Navigate to the <system.serviceModel> tag in this file.

  5. 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

    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.

  6. The following URLs need to be excluded from SSO (if SSO is enabled):

    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

    If OAM is the SSO being used, perform the following configuration:

    1. Add excluded resource (/xmlpserver/services and /xmlpserver/report_service) on OAM Server for the OBIEE/BIP server application domain.

      Surrounding text describes image101.jpg.

    2. 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/

    3. 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>

    4. Save the file and restart OHS Service.

13.10 Argus Console-level Configurations

To enable execution of the BI Publisher reports from Argus Safety UI, configure the following console settings:

  1. Navigate to Argus Console > Enabled Modules.

  2. Enable the BIP Aggregate Reports module.

  3. Add iisreset on webserver to ensure that the changes made to enable the BIP Aggregate Reports module are visible.

  4. Navigate to Argus Console > System Configuration > Common Profile Switches.

  5. Expand the Reporting node on the tree that appears on the left pane.

  6. Click BIP Aggregate Reporting.

    Surrounding text describes image5.jpg.

  7. In the BIP Common User and Password fields, enter the username and password of a BI Publisher user having administrative permissions. Save the changes. Make sure that the BI Publisher User added here is not same as that of an actual Argus user. It can be a user which is available only for BI Publisher, with complete administrator privileges.

  8. Set the Persist data in BIP Aggregate Temp tables to Yes or No. The default value is No.

  9. Set the Number of days to persist the BIP Aggregate Temp table data. Defaulted to null.


    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.

13.11 Configuring Code Lists

For BI Publisher Reports to be run from Argus Safety, the BI Publisher Report template path in the BI Publisher Server to be configured.

Execute the following steps to configure the report template path in Argus Safety:

  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 Linux and Unix, 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.

13.12 Creating the Database Jobs

A database job must be created for polling the BI Publisher repository tables. It is up to the requirement of the customer to set up the interval based on the need.

The following example explains creating a job that would run every 3 minutes.

/*Database job that would repeat for every 3 minutes.This job will execute the procedure pkg_agg_rpt_util.p_fetchrptoutput, which will pull the BIP Output from the BIP Server into the Argus Database.*/

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;

/

Another database job is created to purge the data from the RM tables:

/*Database job that would repeat for every 3 minutes.This job will execute the procedure pkg_agg_rpt_util.Purge_RM_Data, which will purge the data from RM tables */

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;

/

Both the database jobs should be created and run as BI Publisher Schema User.

13.13 Upgrading Flexible Aggregate Reports from 8.0 to 8.1

This section comprises the following:

13.13.1 Upgrading Argus Safety Database from 8.0 to 8.1 for FAR

To upgrade the Flexible Aggregate Report from 8.0 to 8.1 in Argus Safety Database > BIP_OWNER Schema:

  1. Go to C>:\Program Files\Oracle\Argus\DBInstaller\utilities\BIP_Upgrade.

  2. Double-click the Argus_BIP_Upgrade.bat file.

  3. Enter TNSNAMES Entry to Connect to the Argus Safety Database.

  4. Enter DBA user name in &argus_db. Database.

    For example, enter system.

  5. Enter password for the DBA user.

  6. Press Enter to Continue.

  7. Enter Argus schema owner name.

    For example, enter argus_app.

  8. Enter Argus schema owner password.

  9. Enter BIP schema owner name.

    For example, enter bip_owner.

  10. Enter BIP schema owner password.

  11. Press Enter.

  12. If you are unable to connect successfully to the database using bip_owner, review the log file for any errors.

13.13.2 Upgrading BI Publisher Periodic Reports from 8.0 to 8.1 for FAR

Refer to the Section 13.8, "Uploading the Argus Safety.xdrz file to BI Publisher."

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