Using Oracle BI Presentation Services Administration Pages

You can use the Administration pages in Oracle BI Presentation Services to perform the tasks that are described in the following sections:

Understanding the Administration Pages

The main Administration page contains links that allow you to display other administration pages for performing various functions, including those related to users in Presentation Services.

You can obtain information about all these pages by clicking the Help button in the upper-right corner.

Note:

Use care if multiple users have access to the Administration pages, because they can overwrite each other's changes. Suppose UserA and UserB are both accessing and modifying the Manage Privileges page in Presentation Services Administration. If UserA saves updates to privileges while UserB is also editing them, then UserB's changes are overwritten by those that UserA saved.

Managing Presentation Services Privileges

This section contains the following topics about Presentation Services privileges:

What Are Presentation Services Privileges?

Presentation Services privileges control the rights that users have to access the features and functionality of Presentation Services. Privileges are granted or denied to specific application roles, individual users, and Catalog groups using a privilege assignment table.

Like permissions, privileges are either explicitly set or are inherited through role or group membership. Explicitly denying a privilege takes precedence over any granted, inherited privilege. For example, if a user is explicitly denied access to the privilege to edit column formulas, but is a member of an application role that has inherited the privilege, then the user cannot edit column formulas.

Privileges are most commonly granted to the BIContentAuthor or BIConsumer roles. This allows users access to common features and functions of Presentation Services.

Setting Presentation Services Privileges for Application Roles

You can set Presentation Services privileges for application roles, individual users, and Catalog groups from the Presentation Services Administration Manage Privileges page.

For more information, see Setting Presentation Services Privileges for Application Roles.

Default Presentation Services Privilege Assignments

The table lists the privileges that you can manage, along with the application role that is granted access to that privilege by default.

For additional information, reference links are also provided in the table.

These privileges apply to the Oracle Business Intelligence infrastructure. If your organization uses prebuilt applications, then some privileges might be preconfigured. For more information, see the documentation for the application.

Note:

When building KPIs, KPI watchlists, KPI contribution wheels, or within Oracle Scorecard and Strategy Management, a combination of privileges might be required to perform specific tasks. See Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding.

When building KPIs, KPI watchlists, or within Oracle Scorecard and Strategy Management, a combination of privileges might be required to perform specific tasks. See Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding.

Note:

To login to an Oracle BI EE connection from SmartView you must have at least the following Oracle BI Presentation Services privileges (for more information, see the table below:

  • Access SOAP

  • Access CatalogService Service

  • Access SecurityService Service

  • Access Oracle BI for MS Office

You must also have access to open the Shared Catalog folder.

Component Privilege Description Default Role Granted References or Reference Links for Additional Information

Access

Access to Dashboards

Allows users to view dashboards.

BI Consumer

Access

Access to Answers

Allows users to access the analysis editor.

BI Content Author

Access

Access to BI Composer

Allows users to access the BI Composer wizard.

BI Content Author

Access

Access to Delivers

Allows users to create and edit agents.

BI Content Author

Access

Access to Briefing Books

Allows users to view and download briefing books.

BI Consumer

Access

Access to Mobile

Allows users to access Presentation Services from the Oracle Business Intelligence Mobile application.

BI Consumer

Access

Access to Administration

Allows users to access the administration pages in Presentation Services.

BI Service Administrator

Access

Access to Segments

Allows users to access segments in Oracle's Siebel Marketing.

BI Consumer

Access

Access to Segment Trees

Allows users to access segment trees in Oracle's Siebel Marketing.

BI Content Author

Access

Access to List Formats

Allows users to access list formats in Oracle's Siebel Marketing.

BI Content Author

Access

Access to Metadata Dictionary

Allows users to access the metadata dictionary information for subject areas, folders, columns, and levels.

BI Service Administrator

Providing Access to Metadata Dictionary Information in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition

Access

Access to Oracle BI for Microsoft Office

Shows the Download BI Desktop Tools link with the Oracle BI for MS Office option.

BI Consumer

Access

Access to Oracle BI Client Installer

Allows users to download the Oracle BI Client Tools installer, which installs the Business Intelligence Administration Tool and the Oracle Business Intelligence Job Manager.

BI Consumer

Access

Catalog Preview Pane UI

Allows users access to the catalog preview pane, which shows a preview of each catalog object's appearance.

BI Consumer

Access

Access to Export

Allows users access to all export functionality, such as the Export link.

In addition, to allow users access to the dashboard export to Excel functionality, that is, the Export entire dashboard and Export current page options, you also must set the Export Entire Dashboard To Excel and Export Single Dashboard Page To Excel privileges, respectively.

BI Consumer

Access

Access to KPI Builder

Allows users to create KPIs.

BI Content Author

Access

Access to Scorecard

Allows users access to Oracle BI Scorecard, and this also allows users access to KPI watchlists.

BI Consumer

Actions

Create Navigate Actions

Set the privileges that determine whether Actions functionality is available to users and specify which user types can create Actions.

BI Content Author

Actions

Create Invoke Actions

Set the privileges that determine whether Actions functionality is available to users and specify which user types can create Actions.

BI Content Author

Actions

Save Actions Containing Embedded HTML

Allows users to embed HTML code in the customization of web service action results.

BI Service Administrator

Admin: Catalog

Change Permissions

Allows users to modify permissions for catalog objects.

BI Content Author

Admin: Catalog

Toggle Maintenance Mode

Shows the Toggle Maintenance Mode link on the Presentation Services Administration page, which allows users to turn maintenance mode on and off. In maintenance mode, the catalog is read-only; no one can write to it.

BI Service Administrator

Administration page in User's Guide for Oracle Business Intelligence Enterprise Edition

Admin: Catalog

Change Log Configuration

This privilege enables you to modify the log levels using the UI.

BI Service Administrator

NA

Admin: General

Manage Sessions

Shows the Manage Sessions link on the Presentation Services Administration page, which displays the Manage Sessions page in which users manage sessions.

BI Service Administrator

Administration: Manage Sessions page in User's Guide for Oracle Business Intelligence Enterprise Edition

Admin: General

Manage Dashboards

Allows users to create and edit dashboards, including editing their properties.

BI Service Administrator

Admin: General

See Session IDs

Allows users to see session IDs on the Manage Sessions page.

BI Service Administrator

Administration: Manage Sessions page in User's Guide for Oracle Business Intelligence Enterprise Edition

Admin: General

Issue SQL Directly

Shows the Issue SQL link on the Presentation Services Administration page, which displays the Issue SQL page in which users enter SQL statements.

BI Service Administrator

Administration: Issue SQL page in User's Guide for Oracle Business Intelligence Enterprise Edition

Admin: General

View System Information

Allows users to view information about the system at the top of the Administration page in Presentation Services.

BI Service Administrator

Administration: Manage Privileges page in User's Guide for Oracle Business Intelligence Enterprise Edition

Admin: General

Performance Monitor

Allows users to monitor performance.

BI Service Administrator

Diagnostics and Performance Monitoring in Administrator's Guide for Oracle Business Intelligence Publisher

Admin: General

Manage Agent Sessions

Shows the Manage Agent Sessions link on the Presentation Services Administration page, which displays the Manage Agent Sessions page in which users manage agent sessions.

BI Service Administrator

Admin: General

Manage Device Types

Shows the Manage Device Types link on the Presentation Services Administration page, which displays the Manage Device Types page in which users manage device types for agents.

BI Service Administrator

Admin: General

Manage Map Data

Shows the Manage Map Data link on the Presentation Services Administration page, which displays the Manage Map Data page in which users edit layers, background maps, and images for map views.

BI Service Administrator

Admin: General

See Privileged Errors

Allows users to see privileged error messages. Users can see detailed error messages about database connections or other details when lower level components fail.

BI Service Administrator

Admin: General

See SQL Issued in Errors

Allows users to see SQL statements that are returned by the Presentation Services in error messages.

BI Consumer

Admin: General

Manage Global Variables

Allows users to manage (add, update, and delete) global variables. Global variables are created during the process of creating analyses.

BI Service Administrator

What Are Global Variables? in User's Guide for Oracle Business Intelligence Enterprise Edition

Admin: General

Manage Marketing Jobs

Shows the Manage Marketing Jobs link on the Presentation Services Administration page, which displays the Marketing Job Management page in which users manage marketing jobs.

BI Content Author

Admin: General

Manage Marketing Defaults

Shows the Manage Marketing Defaults link on the Presentation Services Administration page, which displays the Manage Marketing Defaults page in which users manage defaults for Oracle's Siebel Marketing application.

BI Service Administrator

Admin: Security

Manage Catalog Groups

Shows the Manage Catalog Groups link on the Presentation Services Administration page, which displays the Manage Catalog Groups page in which users edit Catalog groups.

BI Service Administrator

Admin: Security

Manage Privileges

Shows the Manage Privileges link on the Presentation Services Administration page, which displays the Manage Privileges page in which users manage the privileges that are described in this table.

BI Service Administrator

Admin: Security

Set Ownership of Catalog Objects

Allows users to take ownership of catalog items that they did not create and do not own. Shows the "Set ownership of this item" link for individual objects and the "Set ownership of this item and all subitems" link for folders on the Properties page.

BI Service Administrator

Admin: Security

User Population - Can List Users

Allows users to see the list of users for which they can perform tasks such as assigning privileges and permissions.

BI Consumer, BI System

Admin: Security

User Population - Can List Groups

Allows users to see the list of groups for which they can perform tasks such as assigning privileges and permissions.

BI Consumer, BI System

Admin: Security

User Population - Can List Application Roles

Allows users to see the list of application roles for which they can perform tasks such as assigning privileges and permissions.

BI Consumer, BI System

Admin: Security

Access to Permissions Dialog

Allows users to access the Permissions dialog, where they can set permissions for a catalog object.

BI Consumer

Briefing Book

Add To or Edit a Briefing Book

Allows users to see the Add to Briefing Book link on dashboard pages and analyses and the Edit link in briefing books.

BI Content Author

Working with Briefing Books in User's Guide for Oracle Business Intelligence Enterprise Edition

Briefing Book

Add to snapshot briefing book

Allows users to add content to a briefing book as a snapshot (that is, the Snapshot option for Content Type is available in the Save Briefing Book Content dialog and in the Page Properties dialog).

BI Consumer

Adding Content to New or Existing Briefing Books in User's Guide for Oracle Business Intelligence Enterprise Edition

Briefing Book

Download Briefing Book

Allows users to download briefing books.

BI Consumer

Catalog

Personal Storage

Allows users to have write access to their own My Folders folders and create content there. If users do not have this privilege, then they can receive email alerts but cannot receive dashboard alerts.

BI Consumer

Catalog

Reload Metadata

Allows users to click the Reload Server Metadata link from the Refresh menu in the toolbar of the Subject Areas pane.

BI Service Administrator

Catalog

See Hidden Items

Allows users to see hidden items in catalog folders. Users can also select the Show Hidden Items box on the Catalog page.

BI Content Author

Catalog

Create Folders

Allows users to create folders in the catalog.

BI Content Author

Catalog

Archive Catalog

Allows users to archive the folders and objects in the catalog.

BI Service Administrator

Catalog

Unarchive Catalog

Allows users to unarchive catalog objects that have been archived previously.

BI Service Administrator

Catalog

Upload Files

Allows users to upload files into an existing catalog.

BI Service Administrator

Catalog

Perform Global Search

Allows user to search the catalog using the basic catalog search, which is included by default with the Oracle BI Enterprise Edition installation.

BI Content Author

Catalog

Perform Extended Search

Allows users to search the catalog using the full-text search. To provide full-text search, the administrator must have integrated Oracle BI Enterprise Edition with Oracle Secure Enterprise Search.

BI Content Author

Conditions

Create Conditions

Allows users to create or edit named conditions.

BI Content Author

Dashboards

Save Customizations

Allows users to save and view later dashboard pages in their current state with their most frequently used or favorite choices for items.

BI Consumer

Dashboards

Assign Default Customizations

Allows users to save and view later dashboard pages in their current state with their most frequently used or favorite choices for items.

BI Content Author

Dashboards

Create Bookmark Links

Allows users to create bookmark links by showing the Create Bookmark Link option on the Page Options menu on a dashboard page, but only if the ability to create bookmark links has been enabled.

BI Consumer

Dashboards

Create Prompted Links

Allows users to create prompted links by showing the Create Prompted Link option on the Page Options menu on a dashboard page, but only if the ability to create prompted links has been enabled.

BI Consumer

Dashboards

Export Entire Dashboard To Excel

Allows users to download an entire dashboard to Excel by showing the Export entire dashboard option on the Page Options menu on a dashboard page.

Note that you also must set the Access to Export privilege.

BI Consumer

Dashboards

Export Single Dashboard Page To Excel

Allows users to download a single dashboard page to Excel by showing theExport current page option on the Page Options menu on a dashboard page.

Note that you also must set the Access to Export privilege.

BI Consumer

Formatting

Save SystemWide Column Formats

Allows users to save system wide defaults when specifying formats for columns.

BI Service Administrator

Saving Formatting Defaults in User's Guide for Oracle Business Intelligence Enterprise Edition

Home and Header

Access Home Page

Allows users to access the home page from the global header.

BI Consumer

Home and Header

Access Catalog UI

Allows users to access the catalog from the global header.

BI Consumer

Home and Header

Access Catalog Search UI

Allows users to access the search fields from the global header.

BI Consumer

Home and Header

Simple Search Field

Allows users to access the Search field in the global header.

BI Consumer

Home and Header

Advanced Search Link

Allows users to access the Advanced link in the global header.

BI Consumer

Home and Header

Open Menu

Allows users to access the Open menu from the global header.

BI Consumer

Home and Header

New Menu

Allows users to access the New menu from the global header.

BI Consumer

Home and Header

Help Menu

Allows users to access the Help menu from the global header.

BI Consumer

Home and Header

Dashboards Menu

Allows users to access the Dashboards menu from the global header.

BI Consumer

Home and Header

Favorites Menu

Allows users to access the Favorites menu from the global header.

BI Consumer

Home and Header

My Account Link

Allows users to access the My Account link when they click on their Signed In As name in the global header.

BI Consumer

Home and Header

Custom Links

Allows users to access the custom links that the administrator added to the global header.

BI Consumer

Home and Header

Access Administration Menu

Reserved for a future release.

NA

NA

Home and Header

Access User & Role Admin

Reserved for a future release.

NA

NA

Home and Header

Access Modeler

Reserved for a future release.

NA

NA

Home and Header

Access Data Loader

Reserved for a future release.

NA

NA

My Account

Access to My Account

Allows users to access the My Account dialog.

BI Consumer

My Account

Change Preferences

Allows users to access the Preferences tab of the My Account dialog.

BI Consumer

My Account

Change Delivery Options

Allows users to access the Delivery Options tab of the My Account dialog.

BI Consumer

Answers

Create Views

Allows users to create views.

BI Content Author

Answers

Create Prompts

Allows users to create prompts.

BI Content Author

Answers

Access Advanced Tab

Allows users to access the Advanced tab in the Analysis editor.

BI Content Author

Answers

Edit Column Formulas

Allows users to edit column formulas.

BI Content Author

Answers

Save Content with HTML Markup

In addition to allowing HTML markup in analyses and dashboards, this also allows users to save mission and vision statements in Oracle Scorecard and Strategy Management.

BI Service Administrator

Answers

Enter XML and Logical SQL

Allows users to use the Advanced SQL tab.

BI Content Author

Answers

Edit Direct Database Analysis

Allows users to create and edit requests that are sent directly to the back-end data source.

BI Service Administrator

Answers

Create Analysis from Simple SQL

Allows users to select the Create Analysis from Simple SQL option in the Select Subject Area list.

BI Service Administrator

Answers

Create Advanced Filters and Set Operations

Allows users access to the following components:

  • Combine results based on union, intersection, and difference operations button on the Criteria tab in the Analysis editor. This option allows users to combine columns from one or more subject areas using Set operations such as Union or Intersect.

  • is based on the results of another analysis option in the New Filter dialog. This option allows users to use a saved analysis as a filter.

  • Convert this filter to SQL option in the New Filter dialog. This option allows users to create and edit the SQL statements for a column filter in an analysis.

BI Content Author

Answers

Save Filters

Allows users to save filters.

BI Content Author

Answers

Save Column

Allows users to save columns to the catalog for reuse in other analyses.

BI Content Author

Answers

Add EVALUATE_PREDICATE Function

Allows users to add the EVALUATE_PREDICATE function to an inline filter.

BI Content Author

Answers

Execute Direct Database Analysis

Allows users to issue requests directly to the back-end data source.

BI Service Administrator

Answers

Upload Images

This privilege enables you to upload custom images using the UI wherever an image is selected.

BI Content Author

NA

Delivers

Create Agents

Allows users to create agents.

BI Content Author

Delivers

Publish Agents for Subscription

Allows users to publish agents for subscription.

BI Content Author

Delivers

Deliver Agents to Specific or Dynamically Determined Users

Allows users to deliver agents to other users.

BI Service Administrator

Delivers

Chain Agents

Allows users to chain agents.

BI Content Author

Delivers

Modify Current Subscriptions for Agents

Allows users to modify the current subscriptions for agents, including unsubscribing users.

BI Service Administrator

Proxy

Act As Proxy

Allows users to act as proxy users for other users.

Denied: BI Consumer

RSS Feeds

Access to RSS Feeds

Allows users to subscribe to and receive RSS feeds with alerts and contents of folders.

If Presentation Services uses the HTTPS protocol, then the RSS Reader that you use must also support the HTTPS protocol.

BI Content Author

Scorecard

Create/Edit Scorecards

Allows users to create and edit scorecards.

BI Content Author

Scorecard

View Scorecards

Allows users to view scorecards. A user needs either this privilege or the Scorecard - Create/Edit Scorecards privilege to access the KPI watchlist editor to either view or edit KPI watchlists.

BI Consumer

Scorecard

Create/Edit Objectives

Allows users to create and edit objectives.

BI Content Author

Scorecard

Create/Edit Initiatives

Allows users to create and edit initiatives.

BI Content Author

Scorecard

Create Views

Allows users to create and edit scorecard objects that present and analyze corporate strategy, such as vision and mission statements, strategy maps, cause & effect maps, and so on.

BI Content Author

Scorecard

Create/Edit Causes and Effects Linkages

Allows users to create and edit cause and effect relationships.

BI Content Author

Scorecard

Create/Edit Perspectives

Allows users to create and edit perspectives.

BI Service Administrator

Scorecard

Add Annotations

Allows users to add comments to KPIs and scorecard components.

BI Consumer

Scorecard

Override Status

Allows users to override statuses of KPIs and scorecard components.

BI Consumer

Scorecard

Create/Edit KPIs

Allows users to create and edit KPIs and KPI watchlists.

BI Content Author

Scorecard

Write Back to Database for KPI

Allows users to enter and submit a KPI's actual and target settings values to the repository.

BI Consumer

Scorecard

Add Scorecard Views to Dashboards

Allows users to add scorecard views (such as strategy trees) and KPI watchlists to dashboards.

BI Consumer

List Formats

Create List Formats

Allows users to create list formats in Oracle's Siebel Marketing.

BI Content Author

Oracle Marketing Segmentation Guide

List Formats

Create Headers and Footers

Allows users to create headers and footers for list formats in Oracle's Siebel Marketing.

BI Content Author

List Formats

Access Options Tab

Allows users to access the Options tab for list formats in Oracle's Siebel Marketing.

BI Content Author

Oracle Marketing Segmentation Guide

List Formats

Add/Remove List Format Columns

Allows users to add and remove columns for list formats in Oracle's Siebel Marketing.

BI Service Administrator

Oracle Marketing Segmentation Guide

Segmentation

Create Segments

Allows users to create segments in Oracle's Siebel Marketing.

BI Content Author

Oracle Marketing Segmentation Guide

Segmentation

Create Segment Trees

Allows users to create segment trees in Oracle's Siebel Marketing.

BI Content Author

Oracle Marketing Segmentation Guide

Segmentation

Create/Purge Saved Result Sets

Allows users to create and purge saved result sets in Oracle's Siebel Marketing.

BI Service Administrator

Oracle Marketing Segmentation Guide

Segmentation

Access Segment Advanced Options Tab

Allows users to access the Segment Advanced Options tab in Oracle's Siebel Marketing.

BI Service Administrator

Oracle Marketing Segmentation Guide

Segmentation

Access Segment Tree Advanced Options Tab

Allows users to access the Segment Tree Advanced Options tab in Oracle's Siebel Marketing.

BI Service Administrator

Oracle Marketing Segmentation Guide

Segmentation

Change Target Levels within Segment Designer

Allows users to change target levels within the Segment Designer in Oracle's Siebel Marketing.

BI Service Administrator

Oracle Marketing Segmentation Guide

Mobile

Enable Local Content

Allows users of Oracle Business Intelligence Mobile to save local copies of BI content to their mobile devices.

BI Consumer

Mobile

Enable Search

Allows users of Oracle Business Intelligence Mobile to search the catalog.

BI Consumer

SOAP

Access SOAP

Allows users to access various web services.

BI Consumer, BI System

SOAP

Impersonate as System User

Allows users to impersonate a system user using a web service.

BI System

SOAP

Access MetadataService Service

Allows users to access the MetadataService web service.

BI Consumer, BI System

SOAP

Access ReportEditingService Service

Allows users to access the ReportEditingService web service.

BI Consumer, BI System

SOAP

Access ConditionEvaluationService Service

Allows users to access the ConditionEvaluationService web service.

BI Consumer, BI System

SOAP

Access CatalogIndexingService Service

Allows users to access the CatalogIndexingService web service to index the Oracle BI Presentation Catalog for use with full-text search.

BI System

SOAP

Access DashboardService Service

Allows users to access the DashboardService web service.

BI Consumer, BI System

SOAP

Access SecurityService Service

Allows users to access the SecurityService web service.

BI Consumer, BI System

SOAP

Access SchedulerService Service

Allows users to access the SchedulerService web service.

BI Consumer, BI System

SOAP

Access Tenant Information

Internal only.

BI System

Working with Tenants in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition

SOAP

Access ScorecardMetadataService Service

Allows users to access the ScorecardMetadataService web service.

BI Consumer, BI System

SOAP

Access ScorecardAssessmentService Service

Allows users to access the ScorecardAssessmentService web service.

BI Consumer, BI System

SOAP

Access HtmlViewService Service

Allows users to access the HtmlViewServiceService web service.

BI Consumer, BI System

SOAP

Access CatalogService Service

Allows users to access the CatalogService web service.

BI Consumer, BI System

Oracle Fusion Middleware Java API Reference for Oracle Identity Manager

SOAP

Access iBotService Service

Allows users to access the iBotService web service.

BI Consumer, BI System

SOAP

Access XmlGenerationService Service

Allows users to access the XmlGenerationService web service.

BI Consumer, BI System

SOAP

Access JobManagementService Service

Allows users to access the JobManagementService web service.

BI Consumer, BI System

SOAP

Access KPIAssessmentService Service

Allows users to access the KPIAssessmentService web service.

BI Consumer, BI System

SOAP

Access UserPersonalizationService Service

The Oracle BI User Personalization web service is an application programming interface (API) that implements various APIs to manage user specific favorites and recent items.

BI Service Administrator

Introduction to Oracle Business Intelligence Web Servicesin Integrator's Guide for Oracle Business Intelligence Enterprise Edition

Subject Area (by its name)

Access within Oracle Business Intelligence

Allows users to access the specified subject area within the Oracle Business Intelligence editor.

BI Content Author

View Analyzer

Add/Edit Analyzer View

Reserved for a future release.

NA

NA

Views

Add/Edit AnalyzerView

Allows users to access the Analyzer view.

BI Service Administrator

Views

Add/Edit Column SelectorView

Allows users to create and edit column selector views.

BI Content Author

Views

Add/Edit Compound LayoutView

Allows users to create and edit compound layout views.

BI Content Author

Views

Add/Edit GraphView

Allows users to create and edit graph views.

BI Service Administrator

Views

Add/Edit FunnelView

Allows users to create and edit funnel graph views.

BI Content Author

Views

Add/Edit GaugeView

Allows users to create and edit gauge views.

BI Content Author

Views

Add/Edit Micro Chart View

Allows users to create and edit microcharts.

BI Content Author

Views

Add/Edit FiltersView

Allows users to create and edit filter views.

BI Content Author

Views

Add/Edit Dashboard PromptView

Allows users to create and edit dashboard prompt views.

BI Content Author

Views

Add/Edit Performance TileView

Allows users to create and edit performance tile views.

BI Content Author

Views

Add/Edit Static TextView

Allows users to create and edit static text views.

BI Author

Views

Add/Edit Legend View

Allows users to create and edit legend views.

BI Author

Views

Add/Edit MapView

Allows users to create and edit map views.

BI Author

Views

Add/Edit NarrativeView

Allows users to create and edit narrative views.

BI Author

Views

Add/Edit No ResultsView

Allows users to create and edit no result views.

BI Author

Views

Add/Edit Pivot TableView

Allows users to create and edit pivot table views.

BI Author

Views

Add/Edit Report PromptView

Allows users to create and edit prompt views.

BI Author

Views

Add/Edit Create SegmentView

Allows users to create and edit segment views.

BI Author

Views

Add/Edit Selection StepsView

Allows users to create and edit selection steps views.

BI Author

Views

Add/Edit Logical SQLView

Allows users to create and edit logical SQL views.

BI Author

Views

Add/Edit TableView

Allows users to create and edit table views.

BI Author

Views

Add/Edit Create Target ListView

Allows users to create and edit target list views.

BI Author

Views

Add/Edit TickerView

Allows users to create and edit ticker views.

BI Author

Views

Add/Edit TitleView

Allows users to create and edit title views.

BI Author

Views

Add/Edit TrellisView

Allows users to create and edit trellis views.

BI Author

Views

Add/Edit View SelectorView

Allows users to create and edit view selector views.

BI Author

Views

Add/Edit TreemapView

Allows users to create and edit treemap views.

BI Author

Write Back

Write Back to Database

Grants the right to write data into the data source.

Denied: BI Consumer

Write Back

Manage Write Back

Grants the right to manage write back requests.

BI Service Administrator

Access to Oracle BI Enterprise Edition Actions

You must set the Action privileges, which determine whether the Actions functionality is available to users and specify which user types can create Actions. The following list describes these privileges:

  • Create Navigate Actions — Determines which users can create a Navigate action type. The sessions of users who are denied this privilege do not contain any of the user interface components that allow them to create Navigate Actions. For example, if a user is denied this privilege and chooses to create an action from the Oracle BI Enterprise Edition global header, the dialog where the user selects an action type does not include the Navigate Actions options (Go to BI Content, Go to a Web Page, and so on). However, users who are denied this privilege can add saved actions to analyses and dashboards. And, users who are denied this privilege can execute an action from an analysis or dashboard that contains an action.

  • Create Invoke Actions — Determines which users can create an Invoke action type. The sessions of user who are denied this privilege do not contain any of the user interface components that allow them to create Invoke Actions. For example, if a user is denied this privilege and chooses to access the agent editor's Actions tab and clicks the Add New Action button, the dialog where the user selects the action type does not include the Invoke Actions options (Invoke a Web Service, Invoke an HTTP Request, and so on). However, users who are denied this privilege can add saved actions to analyses and dashboards. And, users who are denied this privilege can execute an action from an analysis or dashboard that contains an action.

  • Save Actions Containing Embedded HTML — Determines which users can embed HTML code in the customization of web service action results. Use care in assigning this privilege, because it poses a security risk to allow users to run HTML code.

Access to Oracle BI for Microsoft Office Privilege

The Access to Oracle BI for Microsoft Office privilege shows the following option for the Download BI Desktop Tools link in the Get Started area of the Oracle BI EE Home page:

  • Oracle BI for MS Office: Downloads the installation file for the Oracle BI Add-in for Microsoft Office.

The Access to Oracle BI for Microsoft Office privilege does not affect the display of the Copy link for analyses. The link is always available there.

The location of the installation file to download for Oracle BI for Microsoft Office is specified by default in the BIforOfficeURL element in the instanceconfig.xml file. For more information on using Oracle BI for Microsoft Office and the Copy option, see User's Guide for Oracle Business Intelligence Enterprise Edition.

Save Content with HTML Markup Privilege

By default, Presentation Services is secured against cross-site scripting (XSS).

Securing against XSS escapes input in fields in Presentation Services and renders it as plain text. For example, an unscrupulous user can use an HTML field to enter a script that steals data from a page.

By default, end users cannot save content that is flagged as HTML; instead only administrators who have the Save Content with HTML Markup privilege can save content that contains HTML code. Users that have the Save Content with HTML Markup privilege can save an image with the "fmap" prefix. If users try to save an image with the "fmap" prefix when they do not have this privilege assigned, then they see an error message.

Users with this privilege can also save mission and vision statements in Oracle Scorecard and Strategy Management.

Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding

The ability to perform certain tasks when building KPIs, and KPI watchlists, or within Oracle Scorecard and Strategy Management (such as, viewing or creating scorecards or contacting owners) generally requires a combination of privileges. The tables below list the following information for KPIs, KPI watchlists, and Oracle Scorecard and Strategy Management, respectively:

  • Task Object (for example, Action link or KPI chart)

  • Task (for example, "Contact owner from a dashboard" or "Follow a link in the Scorecard editor")

  • Privileges required to perform the task (for example, "Delivers - Create Agents" or "Access - Access to Dashboards"). You must have each privilege listed to perform the specific task.

The privileges required to perform these tasks have been grouped into sets where applicable, and the set name has been included (rather than the individual privileges) along with any additional required privileges. The set names and privileges included within each set are:

  • Edit_scorecard_set1

    Privileges include:

    • Access - Access to Scorecard

    • Scorecard - Create/Edit Scorecards

  • View_or_edit_scorecard_set2

    Privileges include:

    • Access - Access to Scorecard

    • Scorecard - Create/Edit Scorecards or Scorecard - View Scorecards

  • View_KPI_watchlist_on_dashboard_set3

    Privileges include:

    • Access - Access to Dashboards

    • Access - Access to Scorecard

  • Edit_KPI_with_KPI_Builder_set4

    Privileges include:

    • Access - Access to KPI Builder

    • Scorecard - Create/Edit KPIs

    • Subject Area - <name of subject area>

  • Edit_KPI_watchlist_with_standalone_KPI_watchlist_editor_set5

    Privileges include:

    • See View_or_edit_scorecard_set2

    • Access - Access to KPI Builder

    • Scorecard - Create/Edit KPIs

  • View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

    Privileges include:

    • Access - Access to Scorecard

    • Scorecard - Create/Edit Scorecards or Scorecard - View Scorecards

The table below lists the combination of privileges that are required for KPI tasks.

Task Object Task Privileges Required to Perform the Task

Action link

Create, edit, ordelete on a KPI within the Scorecard editor using the KPI editor1 tab

  • Actions - Create Navigate Actions

  • See Edit_scorecard_set1

  • See Edit_KPI_with_KPI_Builder_set4

Action link

Create, edit, ordelete from within the KPI editor

  • Actions - Create Navigate Actions

  • See Edit_KPI_with_KPI_Builder_set4

Agent

Create an agent for a KPI within the Scorecard editor

  • Access - Access to Access to Delivers

  • Delivers - Create Agents

  • See Edit_scorecard_set1

Business owner

Modify within the Scorecard editor using the KPI editor tab

  • Admin: Security - User Population - Can List Users

  • See Edit_KPI_with_KPI_Builder_set4

Business owner

Modify from within the KPI editor

  • Admin: Security - User Population - Can List Users

  • Edit_KPI_with_KPI_Builder_set4

KPI

Create oredit within the Scorecard editor using the KPI editor tab

  • See Edit_scorecard_set1

  • See Edit_KPI_with_KPI_Builder_set4

Note that you must have read/write permission on the folder for which you create the KPI, and at least read permission on all ancestor directories.

KPI

Create, edit, orview from within the KPI editor

Note that there is no read-only mode in the KPI editor.

  • See Edit_KPI_with_KPI_Builder_set4

Note that you must have read/write permission on the folder for which you create the KPI and at least read permission on all ancestor directories.

KPI

Open to see an Answers analysis from the Oracle BI EE Home page, Favorites list, or Catalog browser

No specific Access, Scorecard, or Subject area privileges are required.

KPI dimensioned target value (target setting)

Edit within the KPI watchlist on a dashboard

  • Scorecard - Write Back to Database for KPI

  • See View_KPI_watchlist_on_dashboard_set3

KPI dimensioned target value (target setting)

Edit within a scorecard view2 on a dashboard

  • Access - Access to Dashboards

  • Scorecard - Write Back to Database for KPI

  • See View_or_edit_scorecard_set2

Related document

Add, edit, ordelete a related document from within the KPI editor

  • See Edit_KPI_with_KPI_Builder_set4

Related document

Add, edit, ordelete a related document within the Scorecard editor using the KPI editor tab

  • See Edit_scorecard_set1

  • See Edit_KPI_with_KPI_Builder_set4

The table below lists the combination of privileges that are required for KPI watchlist tasks.

Task Object Task Privileges Required to Perform the Task

<Device> (for example, email, pager, or digital phone)

Contact owner from a KPI watchlist on a dashboard

  • Access - Access to Delivers

  • Admin: Security - User Population - Can List Users

  • Delivers - Create Agents

  • See View_KPI_watchlist_on_dashboard_set3

<Device>

Contact owner from within the standalone KPI watchlist editor3

  • Access - Access to Delivers

  • Admin: Security - User Population - Can List Users

  • Delivers - Create Agents

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Action link

Invoke from a KPI watchlist on a dashboard

  • See View_KPI_watchlist_on_dashboard_set3

Note that you must enable pop-ups in your browser.

Action link

Invoke from within the standalone KPI watchlist editor

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Analyze link

Follow an analyze link from a KPI watchlist view on a dashboard

  • Access - Access to Answers

  • See View_KPI_watchlist_on_dashboard_set3

Note that you must enable pop-ups in your browser.

Analyze link

Follow an analyze link from within the standalone KPI watchlist editor

  • Access - Access to Answers

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Note that you must enable pop-ups in your browser.

Annotation

Add from a KPI watchlist on a dashboard

  • Scorecard - Add Annotations

  • See View_KPI_watchlist_on_dashboard_set3

Annotation

Add from within the standalone KPI watchlist editor

  • Scorecard - Add Annotations

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Annotation

View from a KPI watchlist on a dashboard

  • See View_KPI_watchlist_on_dashboard_set3

Annotation

View from within the standalone KPI watchlist editor

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Business owner

Modify the business owner of a KPI watchlist from within the standalone KPI watchlist editor

  • Admin: Security - User Population - Can List Users

  • See Edit_KPI_watchlist_with_standalone_KPI_watchlist_editor_set5

Business owner

View the business owner in a KPI watchlist from within the standalone KPI watchlist editor

  • Admin: Security - User Population - Can List Users

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

KPI chart

View a KPI chart from a KPI watchlist on a dashboard

  • Access - Access to Answers

  • See View_KPI_watchlist_on_dashboard_set3

KPI chart

View a KPI chart from within the standalone KPI watchlist editor

  • Access - Access to Answers

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

KPI dimensioned target value (target setting)

Edit a KPI's dimensioned target value in the KPI watchlist within the Scorecard editor

  • Scorecard - Write Back to Database for KPI

  • See View_or_edit_scorecard_set2

KPI dimensioned target value (target setting)

Edit a KPI's dimensioned target value in the KPI watchlist from within the standalone KPI watchlist editor

  • Scorecard - Write Back to Database for KPI

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

KPI watchlist

Add to a dashboard

  • Access - Access to Dashboards

  • Scorecard - Add Scorecard Views to Dashboards

  • See View_or_edit_scorecard_set2

KPI watchlist

Create or edit within the Scorecard editor

  • Scorecard - Create Views

  • See View_or_edit_scorecard_set2

KPI watchlist

Create or edit from within the standalone KPI watchlist editor

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Note that you must have read/write permission on the folder under which you create the KPI watchlist and at least read permission on all ancestor directories.

KPI watchlist

Open in read-only from within the standalone KPI watchlist editor

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

KPI watchlist

View on a dashboard

  • See View_KPI_watchlist_on_dashboard_set3

Related document

Follow a related document link from within the standalone KPI watchlist editor

  • See View_KPI_watchlist_in_standalone_KPI_watchlist_editor_set6

Related document

Add, edit, or delete a related document from within the standalone KPI watchlist editor

  • See Edit_KPI_watchlist_with_standalone_KPI_watchlist_editor_set5

  • Actions - Create Navigate Actions

The table below lists the combination of privileges that are required for scorecard and scorecard object tasks.

Task Object Task Privileges Required to Perform the Task

<Device> (for example, email, pager, or digital phone)

Contact owner in a scorecard view on a dashboard

  • Access - Access to Dashboards

  • Access - Access to Delivers

  • Admin: Security - User Population - Can List Users

  • Delivers - Create Agents

  • See View_or_edit_scorecard_set2

<Device>

Contact owner within the Scorecard editor

  • Access - Access to Delivers

  • Admin: Security - User Population - Can List Users

  • Delivers - Create Agents

  • See View_or_edit_scorecard_set2

Action link

Invoke in a scorecard view on a dashboard

  • Access - Access to Dashboards

  • See View_or_edit_scorecard_set2

Note that you must enable pop-ups in your browser.

Action link

Invoke within the Scorecard editor

  • See View_or_edit_scorecard_set2

Action link on an object in the Strategy or Initiatives panes

Create, edit, ordelete within the Scorecard editor

  • Actions - Create Navigate Actions

  • See View_or_edit_scorecard_set2

All scorecard nodes4, views, and documents (excludes KPI editor)

View in read-only within the Scorecard editor

  • See View_or_edit_scorecard_set2

Analyze link

Follow an analyze link in a scorecard view on a dashboard

  • Access - Access to Answers

  • Access - Access to Dashboards

  • See View_or_edit_scorecard_set2

Note that you must enable pop-ups in your browser.

Analyze link

Follow an analyze link within the Scorecard editor

  • Access - Access to Answers

  • See View_or_edit_scorecard_set2

Note that you must enable pop-ups in your browser.

Annotation

Add in a scorecard view on a dashboard

  • Access - Access to Dashboards

  • Scorecard - Add Annotations

  • See View_or_edit_scorecard_set2

Annotation

Add in a scorecard view within the Scorecard editor

  • Scorecard - Add Annotations

  • See View_or_edit_scorecard_set2

Annotation

View in a scorecard view on a dashboard

  • Access - Access to Dashboards

  • See View_or_edit_scorecard_set2

Annotation

View within the Scorecard editor

  • See View_or_edit_scorecard_set2

Business owner

Modify within the Scorecard editor

  • Admin: Security - User Population - Can List Users

  • See Edit_scorecard_set1

Business owner

View within the Scorecard editor

  • Admin: Security - User Population - Can List Users

  • See View_or_edit_scorecard_set2

Causal linkage

Create, edit, ordelete within the Scorecard editor

  • Scorecard - Create/Edit Cause and Effects Linkages

  • See Edit_scorecard_set1

Dimensioned status override of a scorecard node

Override a KPI's dimensioned status (or cancel an override) from a scorecard view on a dashboard

  • Access - Access to Dashboards

  • Scorecard - Override Status

  • See View_or_edit_scorecard_set2

Note that you must also be the KPI's business owner to override the status that is set in the KPI editor.

Dimensioned status override of a scorecard node

Override a KPI's dimensioned status (or cancel an override) within the Scorecard editor

  • Scorecard - Override Status

  • See View_or_edit_scorecard_set2

Note that you must also be the KPI's business owner to override the status that is set in the KPI editor.

Dimensioned status override of a scorecard node

View a KPI's dimensioned status in a scorecard view on a dashboard

  • Access - Access to Dashboards

  • See View_or_edit_scorecard_set2

Dimensioned status override of a scorecard node

View a KPI's dimensioned status in a scorecard view within the Scorecard editor

  • See View_or_edit_scorecard_set2

Filter

Add a user to the filter in a scorecard smart watchlist within the Scorecard editor

  • Admin: Security - User Population - Can List Users

  • See Edit_scorecard_set1

Filter

Filter on a user in the scorecard smart watchlist on a dashboard

  • Access - Access to Dashboards

  • Admin: Security - User Population - Can List Users

  • See View_or_edit_scorecard_set2

Filter

Filter on a user in the scorecard smart watchlist within the Scorecard editor

  • Admin: Security - User Population - Can List Users

  • See View_or_edit_scorecard_set2

Initiatives node5

Create, Edit, or Delete within the Scorecard editor using the Initiatives tab or KPI Details tab

  • Scorecard - Create/Edit Initiatives

  • See Edit_scorecard_set1

KPI chart

View in a scorecard view on a dashboard

  • Access - Access to Answers

  • Access - Access to Dashboards

  • See View_or_edit_scorecard_set2

KPI chart

View within the Scorecard editor

  • Access - Access to Answers

  • See View_or_edit_scorecard_set2

Mission or vision statement

Create or Edit within the Scorecard editor

  • Access - Access to Answers

  • Answers - Save Content with HTML Markup

  • Scorecard - Create Views

  • See Edit_scorecard_set1

Permissions dialog

Modify within the Scorecard editor

  • Admin: Catalog - Change Permissions

  • See Edit_scorecard_set1

  • Security: Access to Permissions Dialog

Perspective

Create, Edit, or Delete within the Scorecard editor

  • Scorecard - Create/Edit Perspectives

  • See Edit_scorecard_set1

Related document

Add, Edit, or Delete for a scorecard node or scorecard view within the Scorecard editor

  • See Edit_scorecard_set1

  • Actions - Create Navigate Actions

  • Scorecard - Create/Edit <object> (where <object> is the specific object type, such as objective, initiative, or KPI)

Related document

Follow a related document link within the Scorecard editor

  • See View_or_edit_scorecard_set2

Scorecard

Create

  • See Edit_scorecard_set1

Note that you must have read/write permission on the scorecard folder and at least read permission on all ancestor directories.

Scorecard

Edit using the Scorecard editor

  • See Edit_scorecard_set1

Note that you must have read/write permission on the scorecard folder and at least read permission on all ancestor directories.

Scorecard view

Add to a dashboard

  • Access - Access to Dashboards

  • Scorecard - Add Scorecard Views to Dashboards

  • See View_or_edit_scorecard_set2

Scorecard view (excludes mission and vision statements and KPI watchlists)

Create, Edit, or Delete within the Scorecard editor

  • Scorecard - Create Views

  • See Edit_scorecard_set1

Scorecard view

View on a dashboard

  • Access - Access to Dashboards

  • See View_or_edit_scorecard_set2

Settings dialog

Modify (or View) settings

  • See Edit_scorecard_set1

Strategy node6

Create, Edit, or Delete within the Scorecard editor using the Objective tab or KPI Details tab

  • Scorecard - Create/Edit Objectives

  • See Edit_scorecard_set1

  1. The KPI editor is also known as the KPI Builder.

  2. A scorecard view (also known as a "scorecard document") is an Oracle BI EE catalog object which meets the following criteria:

    • Displays in the Scorecard Documents pane within the Scorecard editor. See Scorecard Documents in User's Guide for Oracle Business Intelligence Enterprise Edition for additional information.

    • Is tied to and can only be edited in the specific scorecard where it was created.

    • Displays the scorecard's strategy and initiative information.

    • Consists of the following view types:

      • Cause and effect map

      • Custom view

      • Mission statement

      • Smart watchlist

      • Strategy map

      • Strategy tree

      • Strategy contribution wheel

      • Vision statement

  3. The standalone KPI watchlist editor is the KPI watchlist editor used outside of the Scorecard editor. In other words, it is not embedded within a Scorecard editor tab.

  4. Scorecard node is an objective or initiative that belongs to the Strategy pane tree or Initiatives pane tree of a scorecard, or a KPI belonging to an initiative or objective within these panes, respectively.

  5. Initiatives node is an initiative or KPI within the Initiatives pane. See Initiatives pane in User's Guide for Oracle Business Intelligence Enterprise Edition for additional information.

  6. Strategy node is an objective or KPI within the Strategy pane. See Strategy pane in User's Guide for Oracle Business Intelligence Enterprise Edition for additional information.

Managing Sessions in Presentation Services

Using the Session Management page in Presentation Services Administration, you can view information about active users and running analyses, cancel requests, and clear the cache.

To manage sessions in Presentation Services:

  1. From the Home page in Presentation Services, select Administration.

  2. Click the Manage Sessions link.

    The Session Management screen is displayed with the following tables:

    • The Sessions table, which gives information about sessions that have been created for users who have logged in:

    • The Cursor Cache table, which shows the status of analyses:

To cancel all running requests:

  1. Click Cancel Running Requests.

  2. Click Finished.

To cancel one running analysis:

  • In the Cursor Cache table, identify the analysis and click the Cancel link in the Action column.

    The user receives a message indicating that the analysis was canceled by an administrator.

To clear the web cache:

  1. In the Cursor Cache table, identify the analysis and click Close All Cursors.
  2. Click Finished.

To clear the cache entry associated with an analysis:

  • In the Cursor Cache table, identify the analysis and click the Close link in the Action column.

To view the query file for information about an analysis:

  • In the Cursor Cache table, identify the analysis and click the View Log link.

    Note:

    Query logging must be turned on for data to be saved in this log file.