Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documentation and Other Resources
  • System Requirements and Certification

New Features for Administrators

• New Features and Changes for Oracle BI Publisher 12c (12.2.1.4.0)
• New Features and Changes for Oracle BI Publisher 12c (12.2.1.3.0)
• New Features and Changes for Oracle BI Publisher 12c (12.2.1.2.0)
• New Features and Changes for Oracle BI Publisher 12c (12.2.1.1.0)

1 Introduction to Oracle BI Publisher Administration

• Introduction
• Configurations Performed by the BI Platform Installer
• Flow of Tasks for First Time Setup of BI Publisher
• Starting and Stopping BI Publisher
  • Using Oracle WebLogic Server Administration Console
• About the Administration Page
  • Navigating to the Administration Page
• About Integration with Oracle Business Intelligence Enterprise Edition
• About the Security Model Options
• About the Data Source Connections
• About Report Delivery Destinations
• About Setting Runtime Configuration Properties
• About the Server Configuration Settings

2 Configuring Oracle Fusion Middleware Security Model

• Understanding the Security Model
• Key Security Elements
• Permission Grants and Inheritance
• Default Security Configuration
  • Default Users and Groups
  • Default Application Roles and Permissions
    • Granting the BIServiceAdministrator Role Catalog Permissions
• Managing Authentication
  • Accessing Oracle WebLogic Server Administration Console
  • Managing Users and Groups Using the Default Authentication Provider
• Managing Authorization
  • Accessing Oracle Enterprise Manager Fusion Middleware Control
  • Managing the Policy Store Using Fusion Middleware Control
  • Modifying Application Roles Using Fusion Middleware Control
  • Modifying Membership in an Application Role
• Managing Credentials
  • Managing BI System User Credentials
• Customizing the Default Security Configuration
  • Configuring a New Authentication Provider
  • Configuring a New Policy Store and Credential Store Provider
    • Reassociating the Policy Store and Credential Store
  • Customizing the Policy Store
    • Creating Application Roles Using Fusion Middleware Control
    • Creating Application Policies Using Fusion Middleware Control
    • Changing Permission Grants for an Application Policy

3 Alternative Security Options

• About Alternative Security Options
• Authentication and Authorization Options
• Understanding BI Publisher Users, Roles, and Permissions
  • Options for Configuring Users and Roles
• About Privileges to Use Functionality
• About Catalog Permissions
• How Functional Privileges and Permissions Work Together
  • A Role Must Be Assigned Catalog Permissions
  • A Role Can Be Granted Catalog Permissions Only
  • Inherited Permissions
• About Access to Data Sources
• Configuring Users, Roles, and Data Access
  • Creating Roles
  • Creating Users and Assigning Roles to a User
  • Granting Catalog Permissions
  • Granting Data Access
• Security and Catalog Organization
• Using LDAP with BI Publisher
  • Configuring BI Publisher to Use an LDAP Provider for Authentication Only
  • Configuring BI Publisher to Use an LDAP Provider for Authentication and Authorization
    • Setting Up Users and Roles in the LDAP Provider
    • Configuring the BI Publisher Server to Recognize the LDAP Server
    • Assigning Data Access and Catalog Permissions to Roles
  • Disabling Users Without BI Publisher-Specific Roles from Logging In
• Integrating with Microsoft Active Directory
  • Configuring the Active Directory
  • Configuring BI Publisher
  • Logging In to BI Publisher Using the Active Directory Credentials
  • Assigning Data Access and Catalog Permissions to Roles
• Configuring BI Publisher with Single Sign-on (SSO)
  • How BI Publisher Operates with SSO Authentication
  • Tasks for Setting Up SSO Authentication with BI Publisher
• Configuring SSO in an Oracle Access Manager Environment
  • Configuring a New Authenticator for Oracle WebLogic Server
  • Configuring OAM as a New Identity Asserter for Oracle WebLogic Server
  • Configuring BI Publisher for Oracle Fusion Middleware Security
• Setting Up Oracle Single Sign-On
  • Setup Procedure

4 Other Security Topics

• Enabling a Local Superuser
• Enabling a Guest User
• Configuring BI Publisher for Secure Socket Layer (SSL) Communication
  • Importing Certificates for Web Services Protected by SSL
  • Adding the Virtualize Property to the Identity Store Configuration
  • Updating the JDBC Connection String to the Oracle BI EE Data Source
  • Updating the JMS Configuration
  • Configuring the Delivery Manager
• Enabling Secure Cookies
• Configuring Proxy Settings
• Restricting Embedding of BI Publisher in iframes

5 Integrating with Other Oracle Security Models

• About Integrating with Other Oracle Security Models
• Before You Begin: Create a Local Superuser
• Integrating with Oracle BI Server Security
  • Configuring BI Publisher for Oracle BI Server Security
  • Adding Data Sources to BI Server Roles
• Integrating with Oracle E-Business Suite
  • Features of the Integration with E-Business Suite Security
  • Configuring BI Publisher to Use E-Business Suite Security
  • Adding Data Sources to the E-Business Suite Roles
  • Granting Catalog Permissions to the E-Business Suite Roles
• Integrating with Oracle Database Security
  • Defining the BI Publisher Functional Roles in the Oracle Database
  • Adding Data Sources to Roles
  • Granting Catalog Permissions to Roles
• Integrating with Oracle Siebel CRM Security
  • Setting Up BI Publisher Roles as Siebel CRM Responsibilities
  • Configuring BI Publisher to Use Siebel Security
  • Adding Data Sources to Roles
  • Granting Catalog Permissions to Roles

6 Implementing a Digital Signature

• Introduction
• Prerequisites and Limitations
• Obtaining Digital Certificates
• Creating PFX Files
• Implementing a Digital Signature
  • Registering Your Digital Signature ID and Assigning Authorized Roles
  • Specifying the Signature Display Field or Location
  • Specifying a Template Field in a PDF Template for the Digital Signature
  • Specifying the Location for the Digital Signature in the Report Properties
• Running and Signing Reports with a Digital Signature

7 Configuring System Maintenance Properties

• Configuring the Catalog
• Configuring the BI Search Fields
• Setting General Properties
  • System Temporary Directory
    • About Temporary Files
    • Setting the System Temporary Directory
    • Sizing the System Temporary Directory
  • Report Scalable Threshold
• Setting Server Caching Specifications
• Setting Retry Properties for Database Failover
• Enabling Monitor and Audit
• Setting Report Viewer Properties
• Clearing Report Objects from the Server Cache
• Clearing the Subject Area Metadata Cache
• Purging Job Diagnostic Logs
• Purging Job History

8 Configuring the Scheduler

• Understanding the Scheduler
  • Architecture
  • About Clustering
  • How Failover Works
  • Set Up Considerations
    • Table Space Requirements
    • Choosing JNDI or JDBC Connection
    • Supported JMS Providers
  • About Prioritizing Jobs
  • About Job Recovery
• About the Scheduler Configuration
  • Configuring the Shared Directory
• Configuring Processors and Processor Threads
• Adding Managed Servers
  • Adding a Managed Server
  • Configuring the Processors
• Scheduler Diagnostics
  • Resolving Quartz Configuration Errors

9 Setting Up Data Sources

• Overview of Setting Up Data Sources
  • About Private Data Source Connections
  • Granting Access to Data Sources Using the Security Region
  • About Proxy Authentication
  • Choosing JDBC or JNDI Connection Type
  • About Backup Databases
  • About Pre Process Functions and Post Process Functions
• Setting Up a JDBC Connection to the Data Source
• Setting Up a Database Connection Using a JNDI Connection Pool
• Setting Up a Connection to an LDAP Server Data Source
• Setting Up a Connection to an OLAP Data Source
• Setting Up a Connection to a File Data Source
• Setting Up a Connection to a Web Service
  • Adding a Simple Web Service
  • Adding a Complex Web Service
• Setting Up a Connection to an HTTP XML Feed
• Setting Up a Connection to a Content Server
• Viewing or Updating a Data Source

10 Setting Up Delivery Destinations

• Configuring Delivery Options
• Adding a Printer
  • Setting Up a Printer
• Adding a Fax Server
• Adding an E-Mail Server
• Adding a WebDAV Server
• Adding an HTTP Server
• Adding an FTP Server
  • SSH Options for SFTP
• Adding a Content Server
• Adding a Common UNIX Printing System (CUPS) Server
• Adding a Cloud Server

11 Defining Runtime Configurations

• Setting Runtime Properties
• PDF Output Properties
• PDF Digital Signature Properties
• PDF Accessibility Properties
• PDF/A Output Properties
• PDF/X Output Properties
• DOCX Output Properties
• RTF Output Properties
• HTML Output Properties
• FO Processing Properties
• RTF Template Properties
• PDF Template Properties
• Flash Template Properties
• CSV Output Properties
• Excel 2007 Output Properties
• All Outputs Properties
• Memory Guard & Data Model Properties
  • Key Features
    • Restricting Maximum Data Sizes for Report Processing
    • Configuring Free Memory Threshold
    • Setting Data Engine Properties
  • What Are Memory Guard Features?
    • Configuring Memory Guard Properties
  • Configuring a Maximum Threads Constraint to Avoid Out of Memory Errors
    • Creating the Maximum Threads Constraint in Oracle WebLogic Server
    • Creating the Work Manager (XdoWorkManager)
    • Redeploying the xmlpserver.ear File
  • Configuring Data Model Properties
• Defining Font Mappings
  • Making Fonts Available for Publishing
  • Setting Font Mapping at the Site Level or Report Level
  • Creating a Font Mapping
  • Predefined Fonts
    • Managing Custom Fonts
• Defining Currency Formats
  • Understanding Currency Formats

12 Diagnostics and Performance Monitoring

• Diagnosing and Resolving Issues in Oracle BI Publisher
• About Diagnostic Log Files
  • About Log File Message Categories and Levels
  • About Log File Formats
  • About Log File Rotation
• Configuring Log Files
  • Setting the Log Level
  • Configuring Other Log File Options
• Enabling Diagnostics for Scheduler Jobs
• Enabling Diagnostics for Online Reports
• Viewing Log Messages
  • Viewing Messages by Reading the Log File
• About Performance Monitoring and User Auditing
• Enabling Monitoring and Auditing
  • Enabling Monitor and Audit on the Server Configuration Page
  • Configuring the Audit Policy Settings
  • Restarting WebLogic Server
• Viewing the Audit Log
• Using BI Publisher to Create Audit Reports
  • Registering the Data Source in BI Publisher
  • Creating a Data Model
  • Creating the Report
• Viewing Performance Statistics in DMS Spy
• Viewing Performance Statistics in the MBean Browser

13 Adding Translations for the Catalog and Reports

• Introduction
  • Limitations of Catalog Translation
• Exporting and Importing a Catalog Translation File
• Template Translation
  • Generating the XLIFF File from the Layout Properties Page
  • Translating the XLIFF File
  • Uploading the Translated XLIFF File to BI Publisher
• Using the Localized Template Option
  • Designing the Localized Template File
  • Uploading the Localized Template to BI Publisher

14 Moving Catalog Objects Between Environments

• Overview
  • When to Use the Catalog Utility
  • Other Options for Moving Catalog Objects
  • What Files Are Moved
  • Maintaining Identical Folder Names and Structure Across Environments
• Preparing to Use the Catalog Utility
  • Configuring the Environment
• Exporting the Reporting Objects
  • Example Export Command Lines
    • Exporting a Single Report in Archive Format
    • Exporting a Single Report with Files Extracted
    • Exporting a Set of Reports to a Specified Folder
• Importing the Reporting Objects
  • Example Import Command Lines
    • Importing a Report to an Original Location
    • Importing a Report to a New Location
    • Importing a Zipped Report
    • Importing a set of Reporting Objects Under a Specified Folder
• Generating Translation Files and Checking for Translatability
  • Generating a Translation File for a Report Definition File (.xdo)
  • Generating a Translation File for an RTF Template

15 Customizing the BI Publisher User Interface

• What are Skins and Styles?
• About Style Customizations
• Modifying the User Interface Styles for BI Publisher
• Customizing the Style
  • Customizing the Style for BI Publisher Standalone
  • Customizing the Style for BI Publisher Integrated with the Oracle BI Enterprise Edition
  • Fallback Mechanism for Custom Styles
    • Custom Style Sheets
    • Images

A Scheduler Configuration Reference

• Introduction
• Configuring BI Publisher for ActiveMQ
  • Installing ActiveMQ
  • Registering ActiveMQ as a JNDI Service
  • Updating the BI Publisher Scheduler Configuration Page
• Manually Configuring the Quartz Scheduler
  • Recommendations for Using DataDirect Connect or Native Database Drivers
  • Setting Up a User on Your Scheduler Database
  • Connecting to Your Scheduler Database and Installing the Schema
  • Connecting to Oracle Databases
  • Connecting to IBM DB2 Databases
  • Connecting to Microsoft SQL Server Databases
  • Connecting to Sybase Adaptive Server Enterprise Databases

B Integration Reference for Oracle BI Enterprise Edition

• About Integration
  • Prerequisites
• Configuring Integration with Oracle BI Presentation Services
• Setting Up a JDBC Connection to the Oracle BI Server

C Configuration File Reference

• BI Publisher Configuration Files
• Setting Properties in the Runtime Configuration File
  • File Name and Location
  • Namespace
  • Configuration File Example
  • Understanding the Element Specifications
• Structure of the Root Element
  • Attributes of Root Element
  • Description of Root Element
• Properties and Property Elements
  • <properties> Element
    • Description of <properties> Element
  • <property> Element
    • Attribute of <property> Element
    • Description of <property> Element
• Font Definitions
  • <fonts> Element
    • Attribute of <fonts> Element
    • Description of <fonts> Element
  • <font> Element
    • Attributes of <font> Element
    • Description of <font> Element
  • <font-substitute> Element
    • Attributes of <font-substitute> Element
    • Description of <font-substitute> Element
  • <type1> element
    • Attribute of <type1> Element
    • Description of <type1> Element
• Predefined Fonts
  • Included Barcode Fonts

D Audit Reference for Oracle Business Intelligence Publisher

• About Custom and Standard Audit Reports
• Audit Events in Oracle Business Intelligence Publisher

E Updating the BI Publisher Context Root

• Updating the BI Publisher URL Context Root
• Example
  • Updating the xmlpserver META-INF/application.xml File
  • Updating the xmlpserver WAR/WEB-INF/web.xml File
  • Updating the xmlpserver WAR/WEB-INF/weblogic.xml File
  • Updating the xmlp-server-config.xml File
  • Updating the analytics META-INF/application.xml File
  • Updating the instanceconfig.xml File
  • Updating the bipublisher and analytics Applications in WebLogic Server

F Using Command-Line Utilities

• Generating the Utilities
• Configuring Memory Guard Properties Using Utility
  • Memory Guard Properties