You can use the Administration pages in Oracle BI Presentation Services to perform the tasks that are described in the following sections:
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.
This section contains the following topics about 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.
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.
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:
|
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 |
|
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.
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.
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.
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 |
|
Action link |
Create, edit, ordelete from within the KPI editor |
|
Agent |
Create an agent for a KPI within the Scorecard editor |
|
Business owner |
Modify within the Scorecard editor using the KPI editor tab |
|
Business owner |
Modify from within the KPI editor |
|
KPI |
Create oredit within the Scorecard editor using the KPI editor tab |
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. |
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 |
|
KPI dimensioned target value (target setting) |
Edit within a scorecard view2 on a dashboard |
|
Related document |
Add, edit, ordelete a related document from within the KPI editor |
|
Related document |
Add, edit, ordelete a related document within the Scorecard editor using the KPI editor tab |
|
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 |
|
<Device> |
Contact owner from within the standalone KPI watchlist editor3 |
|
Action link |
Invoke from a KPI watchlist on a dashboard |
Note that you must enable pop-ups in your browser. |
Action link |
Invoke from within the standalone KPI watchlist editor |
|
Analyze link |
Follow an analyze link from a KPI watchlist view on a dashboard |
Note that you must enable pop-ups in your browser. |
Analyze link |
Follow an analyze link from within the standalone KPI watchlist editor |
Note that you must enable pop-ups in your browser. |
Annotation |
Add from a KPI watchlist on a dashboard |
|
Annotation |
Add from within the standalone KPI watchlist editor |
|
Annotation |
View from a KPI watchlist on a dashboard |
|
Annotation |
View from within the standalone KPI watchlist editor |
|
Business owner |
Modify the business owner of a KPI watchlist from within the standalone KPI watchlist editor |
|
Business owner |
View the business owner in a KPI watchlist from within the standalone KPI watchlist editor |
|
KPI chart |
View a KPI chart from a KPI watchlist on a dashboard |
|
KPI chart |
View a KPI chart from within the standalone KPI watchlist editor |
|
KPI dimensioned target value (target setting) |
Edit a KPI's dimensioned target value in the KPI watchlist within the Scorecard editor |
|
KPI dimensioned target value (target setting) |
Edit a KPI's dimensioned target value in the KPI watchlist from within the standalone KPI watchlist editor |
|
KPI watchlist |
Add to a dashboard |
|
KPI watchlist |
Create or edit within the Scorecard editor |
|
KPI watchlist |
Create or edit from within the standalone KPI watchlist editor |
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 |
|
KPI watchlist |
View on a dashboard |
|
Related document |
Follow a related document link from within the standalone KPI watchlist editor |
|
Related document |
Add, edit, or delete a related document from within the standalone KPI watchlist editor |
|
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 |
|
<Device> |
Contact owner within the Scorecard editor |
|
Action link |
Invoke in a scorecard view on a dashboard |
Note that you must enable pop-ups in your browser. |
Action link |
Invoke within the Scorecard editor |
|
Action link on an object in the Strategy or Initiatives panes |
Create, edit, ordelete within the Scorecard editor |
|
All scorecard nodes4, views, and documents (excludes KPI editor) |
View in read-only within the Scorecard editor |
|
Analyze link |
Follow an analyze link in a scorecard view on a dashboard |
Note that you must enable pop-ups in your browser. |
Analyze link |
Follow an analyze link within the Scorecard editor |
Note that you must enable pop-ups in your browser. |
Annotation |
Add in a scorecard view on a dashboard |
|
Annotation |
Add in a scorecard view within the Scorecard editor |
|
Annotation |
View in a scorecard view on a dashboard |
|
Annotation |
View within the Scorecard editor |
|
Business owner |
Modify within the Scorecard editor |
|
Business owner |
View within the Scorecard editor |
|
Causal linkage |
Create, edit, ordelete within the Scorecard editor |
|
Dimensioned status override of a scorecard node |
Override a KPI's dimensioned status (or cancel an override) from a scorecard view on a dashboard |
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 |
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 |
|
Dimensioned status override of a scorecard node |
View a KPI's dimensioned status in a scorecard view within the Scorecard editor |
|
Filter |
Add a user to the filter in a scorecard smart watchlist within the Scorecard editor |
|
Filter |
Filter on a user in the scorecard smart watchlist on a dashboard |
|
Filter |
Filter on a user in the scorecard smart watchlist within the Scorecard editor |
|
Initiatives node5 |
Create, Edit, or Delete within the Scorecard editor using the Initiatives tab or KPI Details tab |
|
KPI chart |
View in a scorecard view on a dashboard |
|
KPI chart |
View within the Scorecard editor |
|
Mission or vision statement |
Create or Edit within the Scorecard editor |
|
Permissions dialog |
Modify within the Scorecard editor |
|
Perspective |
Create, Edit, or Delete within the Scorecard editor |
|
Related document |
Add, Edit, or Delete for a scorecard node or scorecard view within the Scorecard editor |
|
Related document |
Follow a related document link within the Scorecard editor |
|
Scorecard |
Create |
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 |
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 |
|
Scorecard view (excludes mission and vision statements and KPI watchlists) |
Create, Edit, or Delete within the Scorecard editor |
|
Scorecard view |
View on a dashboard |
|
Settings dialog |
Modify (or View) settings |
|
Strategy node6 |
Create, Edit, or Delete within the Scorecard editor using the Objective tab or KPI Details tab |
|
The KPI editor is also known as the KPI Builder.
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
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.
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.
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.
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.
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:
From the Home page in Presentation Services, select Administration.
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:
Click Cancel Running Requests.
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:
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.