Prerequisites and Limitations of the Customization Feature

Following are the prerequisites for and limitations of this feature.

Prerequisites

To enable the Customization option for reports, certain requirements must be met.

Catalog Requirements

  • BI Publisher must use a shared catalog with Oracle BI Enterprise Edition.

  • A folder named "Custom" must exist directly under Shared Folders. If the Custom folder is not seeded by your application, an Administrator can create it. The Administrator must grant the Write permission to the BI Author role for the Custom folder.

  • Reports that are to be customized must reside in the folder hierarchy under Shared Folders. Reports under My Folders cannot be customized using this feature.

User Requirements

Following are requirements for a user to customize a report:

  • A user must be granted the BI Author role (or a role that includes the permission oracle.bi.publisher.developReport)

  • A user must be granted these permissions on the original report in the catalog:

    • Read

    • Run Publisher Report

  • A user must be granted these permissions on the Custom folder in the catalog:

    • Read

    • Write

  • The user must be granted access to the data model and data source of the original report if the same data model is used.

Following are requirements for a user to view a report in the Custom folder:

  • A user must be granted the BI Consumer role

  • A user must be granted these permissions on the original report in the catalog:

    • Read

    • Run Publisher Report

  • A user must be granted these permissions on the Custom report in the catalog:

    • Read

    • Run Publisher Report

  • The user must be granted access to the data model and data source of the original report if the same data model is used.

Limitations

You can customize reports within the following parameters.

Following are limitations of the Customize report option:

  • The Customize option is not available through the /analytics URL used to access Oracle BI Enterprise Edition (for example: http://hostname.com:7001/analytics).

    You must access BI Publisher through the /xmlpserver URL (for example: http://hostname.com:7001/xmlpserver) to see the Customize option.

  • The Customize option is available only for reports. The Customize option is not available for data models, style templates, or sub templates.

    To customize data models, style templates or sub templates and insulate them from potential changes from patching, follow the second approach described in the preceding section: Make a copy of the data model, style template, or sub-template and either rename it or place it in a custom directory. Ensure that you update any reports to point to the customized data model, style template, or sub-template.

  • The security grants applied to the original report and folder hierarchy are not copied to the report created in the Custom folder. You must manually apply the security settings for the reports and folders that are created by the Customize feature in the Custom folder. See Using the Customize Feature for details on setting permissions.