D Managing Security for Dashboards and Analyses

This appendix explains how to manage security for dashboards and analyses such that users have only:

• Access to objects in the Oracle BI Presentation Catalog that are appropriate to them.

• Access to features and tasks that are appropriate to them.

• Access to saved customizations that are appropriate to them.

This appendix contains the following sections:

• Managing Security for Users of Oracle BI Presentation Services

• Using Oracle BI Presentation Services Administration Pages

• Determining a User's Privileges and Permissions in Oracle BI Presentation Services

• Providing Shared Dashboards for Users

• Controlling Access to Saved Customization Options in Dashboards

• Enabling Users to Act for Others

Managing Security for Users of Oracle BI Presentation Services

As a system administrator, you must configure a business intelligence system to ensure that all functionality including administrative functionality is secured by providing access only to authorized users that are allowed to perform appropriate operations. You must configure the system to secure all middle-tier communications.

This overview section contains the following topics:

• Security Settings in Oracle BI Presentation Services

• What Are the Security Goals in Oracle BI Presentation Services?

• How Are Permissions and Privileges Assigned to Users?

Security Settings in Oracle BI Presentation Services

Security settings that affect users of Presentation Services are made in the following Oracle Business Intelligence components:

• Use the Oracle BI Administration Tool to perform the following tasks:

  • Set permissions for business models, tables, columns, and subject areas.

  • Specify database access for each user.

  • Specify filters to limit the data accessible by users.

  • Set authentication options.

• Oracle BI Presentation Services Administration enables setting privileges for users to access features and functions such as editing views and creating agents and prompts.

• Oracle BI Presentation Services enables assigning permissions for objects in the Oracle BI Presentation Catalog.

  In previous releases, you could assign permissions to objects from the Presentation Services Administration pages. In this release, you set permissions either in the Catalog Manager or the Catalog page of Presentation Services. See User's Guide for Oracle Business Intelligence Enterprise Edition for information on assigning permissions in Presentation Services.

• The Catalog Manager enables setting permissions for Oracle BI Presentation Catalog objects. See Configuring and Managing the Presentation Catalog in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

Note:

Security Administrators should advise report users to not edit Subject Area security privileges within Oracle BI Answers. The Security Administrator should enforce data security.

What Are the Security Goals in Oracle BI Presentation Services?

This topic provides guidelines for security with Oracle BI Presentation Services.

When maintaining security in Presentation Services, you must ensure the following:

• Only the appropriate users can sign in and access Presentation Services. You must assign sign-in rights and authenticate users through the BI Server.

  Authentication is the process of using a user name and password to identify someone who is logging on. Authenticated users are then given appropriate authorization to access a system, in this case Presentation Services. Presentation Services does not have its own authentication system; it relies on the authentication system that it inherits from the BI Server.

  All users who sign in to Presentation Services are granted the AuthenticatedUser role and any other roles that they were assigned in Fusion Middleware Control.

  For information about authentication, see About Authentication.

• Users can access only the objects that are appropriate to them. You apply access control in the form of permissions, as described in User's Guide for Oracle Business Intelligence Enterprise Edition.

• Users have the ability to access features and functions that are appropriate to them. You apply user rights in the form of privileges. Example privileges are Edit system wide column formats and Create agents.

  Users are either granted or denied a specific privilege. These associations are created in a privilege assignment table, as described in Managing Presentation Services Privileges.

You can configure Oracle Business Intelligence to use the single sign-on feature from the web server. Presentation Services can use this feature when obtaining information for end users. See Enabling SSO Authentication.

How Are Permissions and Privileges Assigned to Users?

When you assign permissions and privileges in Presentation Services, you can assign them in one of the following ways:

• To application roles — This is the recommended way of assigning permissions and privileges. Application roles provide much easier maintenance of users and their assignments. An application role defines a set of permissions granted to a user or group that has that role in the system's identity store. An application role is assigned in accordance with specific conditions. As such, application roles are granted dynamically based on the conditions present at the time authentication occurs.

  See About Application Roles.

• To individual users — You can assign permissions and privileges to specific users, but such assignments can be more difficult to maintain and so this approach is not recommended.

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

• Managing Presentation Services Privileges

• Managing Sessions in Presentation Services

Understanding the Administration Pages

The main Oracle BI Presentation Services 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 User A and User B are both accessing and modifying the Manage Privileges page in Presentation Services Administration. If User A saves updates to privileges while User B is also editing them, then User B's changes are overwritten by those that User A saved.

Managing Presentation Services Privileges

This section contains the following topics about Presentation Services privileges:

• What Are Presentation Services Privileges?

• Default Presentation Services Privilege Assignments

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.

See Setting Presentation Services Privileges for Application Roles.

Default Presentation Services Privilege Assignments

You can manage privilege assignments for application roles that are granted by default.

These privileges apply to the Oracle Business Intelligence infrastructure. If your organization uses prebuilt applications, it is possible that some privileges are preconfigured. For more information, see the documentation for the specific application.

When building KPIs, KPI watchlists, KPI contribution wheels, or within Oracle Scorecard and Strategy Management, a combination of privileges are 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:

• 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	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition What Are Dashboards? in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to Answers	Allows users to access the analysis editor.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition What Are Analyses? in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and for Displaying and Processing Data in Views in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to BI Composer	Allows users to access the BI Composer wizard.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition What Is BI Composer? in User's Guide for Oracle Business Intelligence Enterprise Edition Manually Changing Presentation Settings in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to Delivers	Allows users to create and edit agents.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition About Controlling Access to Agents in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to Briefing Books	Allows users to view and download briefing books.	BI Consumer	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Adding Content to New or Existing Briefing Books in User's Guide for Oracle Business Intelligence Enterprise Edition Modifying the Table of Contents for PDF Versions of Briefing Books in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to Mobile	Allows users to access Presentation Services from the Oracle Business Intelligence Mobile application.	BI Consumer	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Getting Started with Oracle BI Mobile in Oracle Business Intelligence Mobile Users Guide
Access	Access to Administration	Allows users to access the administration pages in Presentation Services.	BI Service Administrator	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring Application Roles and Users in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to Segments	Allows users to access segments in Oracle's Siebel Marketing.	BI Consumer	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle Marketing Segmentation Guide Configuring for Connections to the Marketing Content Server in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to Segment Trees	Allows users to access segment trees in Oracle's Siebel Marketing.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle Marketing Segmentation Guide Configuring for Connections to the Marketing Content Server in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to List Formats	Allows users to access list formats in Oracle's Siebel Marketing.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle Marketing Segmentation Guide Configuring for Connections to the Marketing Content Server in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Integrating with Microsoft Office in User's Guide for Oracle Business Intelligence Enterprise Edition Access to Oracle BI for Microsoft Office Privilege
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	Downloading BI Desktop Tools in User's Guide for Oracle Business Intelligence Enterprise Edition Installing and Deinstalling Oracle Business Client Tools in Installing and Configuring Oracle Business Intelligence What System Administration Tools Manage Oracle Business Intelligence? in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Previewing How Views Are Displayed on a Dashboard in User's Guide for Oracle Business Intelligence Enterprise Edition
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	Exporting and Copying Results in User's Guide for Oracle Business Intelligence Enterprise Edition Integrating with Microsoft Office in User's Guide for Oracle Business Intelligence Enterprise Edition Manually Configuring for Export in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Access	Access to KPI Builder	Allows users to create KPIs.	BI Content Author	How Do I Create a KPI? in User's Guide for Oracle Business Intelligence Enterprise Edition See the table for KPIs in Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Access	Access to Scorecard	Allows users access to Oracle BI Scorecard, and this also allows users access to KPI watchlists.	BI Consumer	How Do I Create a Scorecard? in User's Guide for Oracle Business Intelligence Enterprise Edition See the table for Scorecards in Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
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 that Navigate to Related Content in User's Guide for Oracle Business Intelligence Enterprise Edition Access to Oracle BI Enterprise Edition Actions
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 that Invoke Operations, Functions or Processes in External Systems in User's Guide for Oracle Business Intelligence Enterprise Edition Access to Oracle BI Enterprise Edition Actions
Actions	Save Actions Containing Embedded HTML	Allows users to embed HTML code in the customization of web service action results.	BI Service Administrator	You set the EnableSavingContentWithHTML element to True in instanceconfig.xml to enable this privilege. See EnableSavingContentWithHTML and Making Advanced Configuration Changes for Presentation Services.
Actions	Save Content With HTML Markup	Allows users to embed HTML code in content.	BI Service Administrator	You set the EnableSavingContentWithHTML element to True in instanceconfig.xml to enable this privilege. See EnableSavingContentWithHTML and Making Advanced Configuration Changes for Presentation Services. Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Who Can Create Actions? in User's Guide for Oracle Business Intelligence Enterprise Edition Access to Oracle BI Enterprise Edition Actions
Admin: Catalog	Change Permissions	Allows users to modify permissions for catalog objects.	BI Content Author	Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	NA
Admin: General	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	Understanding the Two Catalog Modes in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Admin: General	Create Dashboard	Allows users to create and edit dashboards, including editing their properties.	BI Service Administrator	Building and Using Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition
Admin: General	See Session IDs	Allows users to see session IDs on the Manage Sessions page.	BI Service Administrator	Setting the Logging Levels for Oracle BI Presentation Services in System Administrator'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	Testing the Oracle BI Server Using Issue SQL in Logical SQL Reference 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	Diagnostics and Performance Monitoring in System Administrator'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 System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Monitoring Active Agent Sessions and Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Managing Device Types for Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Administering Maps in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Diagnosing and Resolving Issues in Oracle BI in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Diagnosing and Resolving Issues in Orals BI in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Admin: General	Manage Global Variables	Allows users to 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	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle Marketing Segmentation Guide Configuring for Connections to the Marketing Content Server in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle Marketing Segmentation Guide Configuring for Connections to the Marketing Content Server in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Admin: Security	Manage Catalog Accounts	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	Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Assigning Ownership of Objects in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	What Are Permissions? in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle WebLogic Server Administration Console in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	What Are Permissions? in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle WebLogic Server Administration Console in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	What Are Permissions? in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle WebLogic Server Administration Console in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Admin: Security	Access to Permissions Dialog	Allows users to access the Permissions dialog, where they can set permissions for a catalog object.	BI Consumer	What Are Permissions? in User's Guide for Oracle Business Intelligence Enterprise Edition Oracle WebLogic Server Administration Console in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Downloading Briefing Books in User's Guide for Oracle Business Intelligence Enterprise Edition Modifying the Table of Contents for PDF Versions of Briefing Books in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Where Do I Store and Manage Oracle BI EE Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Securing Catalog Objects for Tenants in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Using Online and Offline Repository Modes in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Controlling Presentation Object Visibility in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Catalog	Create Folders	Allows users to create folders in the catalog.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Catalog	Archive Catalog	Allows users to archive the folders and objects in the catalog.	BI Service Administrator	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Catalog	Unarchive Catalog	Allows users to unarchive catalog objects that have been archived previously.	BI Service Administrator	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Catalog	Upload Files	Allows users to upload files into an existing catalog.	BI Service Administrator	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Integrating with Microsoft Office Using Oracle Business Intelligence Add-in for Microsoft Office in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions of Catalog Objects in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	How Can I Search for Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Searching with Oracle Secure Enterprise Search in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	How Can I Search for Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Searching with Oracle Secure Enterprise Search in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Searching with Oracle Secure Endeca Server in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Conditions	Create Conditions	Allows users to create or edit named conditions.	BI Content Author	What Are Named Conditions? in User's Guide for Oracle Business Intelligence Enterprise Edition Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition
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	What Are Saved Customizations for Dashboard Pages? in User's Guide for Oracle Business Intelligence Enterprise Edition Controlling Access to Saved Customization Options in Dashboards
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	What Are Saved Customizations for Dashboard Pages? in User's Guide for Oracle Business Intelligence Enterprise Edition Controlling Access to Saved Customization Options in Dashboards
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	About Creating Links to Dashboard Pages in User's Guide for Oracle Business Intelligence Enterprise Edition Enabling the Ability to Create Links to Dashboard Pages in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	About Creating Links to Dashboard Pages in User's Guide for Oracle Business Intelligence Enterprise Edition Enabling the Ability to Create Links to Dashboard Pages in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Exporting and Copying Results in User's Guide for Oracle Business Intelligence Enterprise Edition Enabling the Ability to Export Dashboard Pages to Oracle BI Publisher in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Exporting and Copying Results in User's Guide for Oracle Business Intelligence Enterprise Edition Enabling the Ability to Export Dashboard Pages to Oracle BI Publisher in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition What Is the Oracle BI EE Home Page? in User's Guide for Oracle Business Intelligence Enterprise Edition Home page in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Access Catalog UI	Allows users to access the catalog from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Access Catalog Search UI	Allows users to access the search fields from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition How Can I Search for Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Simple Search Field	Allows users to access the Search field in the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition How Can I Search for Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Advanced Search Link	Allows users to access the Advanced link in the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition How Can I Search for Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Open Menu	Allows users to access the Open menu from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	New Menu	Allows users to access the New menu from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Help Menu	Allows users to access the Help menu from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Dashboards Menu	Allows users to access the Dashboards menu from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Opening and Using Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Making Advanced Configuration Changes for Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Favorites Menu	Allows users to access the Favorites menu from the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition What Are Favorites? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Making Advanced Configuration Changes for Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Home and Header	Custom Links	Allows users to access the custom links that the administrator added to the global header.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
My Account	Access to My Account	Allows users to access the My Account dialog.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition About Acting for Other Users in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
My Account	Change Preferences	Allows users to access the Preferences tab of the My Account dialog.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Preferences in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
My Account	Change Delivery Options	Allows users to access the Delivery Options tab of the My Account dialog.	BI Consumer	What Is the Oracle BI EE Global Header? in User's Guide for Oracle Business Intelligence Enterprise Edition What Are Devices and Delivery Profiles? in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Preferences in User's Guide for Oracle Business Intelligence Enterprise Edition Providing Custom Links in Presentation Services in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Create Views	Allows users to create views.	BI Content Author	What Are Views? in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Displaying and Processing Data in Views in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Create Prompts	Allows users to create prompts.	BI Content Author	Prompting in Dashboards and Analyses in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Prompts in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Access Advanced Tab	Allows users to access the Advanced tab in the Analysis editor.	BI Content Author	What Is the Analysis Editor? in User's Guide for Oracle Business Intelligence Enterprise Edition Examining the Logical SQL Statements for Analyses in User's Guide for Oracle Business Intelligence Enterprise Edition Logical SQL Reference in User's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Edit Column Formulas	Allows users to edit column formulas.	BI Content Author	What Is the Analysis Editor? in User's Guide for Oracle Business Intelligence Enterprise Edition Examining the Logical SQL Statements for Analyses in User's Guide for Oracle Business Intelligence Enterprise Edition Logical SQL Reference in User's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Save Content with HTML Markup	Allows HTML markup in analyses and dashboards, and allows users to save mission and vision statements in Oracle Scorecard and Strategy Management.	BI Service Administrator	The Save Content with HTML Markup privilege requires setting the EnableSavingContentWithHTML element to True in instanceconfig.xml. See EnableSavingContentWithHTML and Making Advanced Configuration Changes for Presentation Services. Working with HTML Markup in User's Guide for Oracle Business Intelligence Enterprise Edition Save Content with HTML Markup Privilege
Answers	Enter XML and Logical SQL	Allows users to use the Advanced SQL tab.	BI Content Author	What Is the Analysis Editor? in User's Guide for Oracle Business Intelligence Enterprise Edition Examining the Logical SQL Statements for Analyses in User's Guide for Oracle Business Intelligence Enterprise Edition Logical SQL Reference in User's Guide for Oracle Business Intelligence Enterprise Edition
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	Working with Direct Database Requests in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Privileges for Direct Requests in User's Guide for Oracle Business Intelligence Enterprise Edition
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	Examining the Logical SQL Statements for Analyses in User's Guide for Oracle Business Intelligence Enterprise Edition Logical SQL Reference in User's Guide for Oracle Business Intelligence Enterprise Edition
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	Combining Columns Using Set Operations in User's Guide for Oracle Business Intelligence Enterprise Edition Using a Saved Analysis as a Filter in User's Guide for Oracle Business Intelligence Enterprise Edition Creating and Editing the SQL Statements for a Column Filter in an Analysis in User's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Save Filters	Allows users to save filters.		Saving Filters as Inline or Named in User's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Save Column	Allows users to save columns to the catalog for reuse in other analyses.	BI Content Author	Saving Columns to the Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Add EVALUATE_PREDICATE Function	Allows users to add the EVALUATE_PREDICATE function to an in-line filter.	BI Content Author	Working with the EVALUATE_PREDICATE Function in User's Guide for Oracle Business Intelligence Enterprise Edition
Answers	Execute Direct Database Analysis	Allows users to issue requests directly to the back-end data source.	BI Service Administrator	Working with Direct Database Requests in User's Guide for Oracle Business Intelligence Enterprise Edition
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	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Creating Agents in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Delivers	Publish Agents for Subscription	Allows users to publish agents for subscription.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition About Controlling Access to Agents in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Delivers	Deliver Agents to Specific or Dynamically Determined Users	Allows users to deliver agents to other users.	BI Service Administrator	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition About Controlling Access to Agents in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Delivers	Chain Agents	Allows users to chain agents.	BI Content Author	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition About Controlling Access to Agents in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Delivers	Modify Current Subscriptions for Agents	Allows users to modify the current subscriptions for agents, including unsubscribing users.	BI Service Administrator	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition About Controlling Access to Agents in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Agents in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Proxy	Act As Proxy	Allows users to act as proxy users for other users.	Denied: BI Consumer	Acting for Other Users in User's Guide for Oracle Business Intelligence Enterprise Edition Enabling Users to Act for Others
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	Subscribing to an RSS Feed for Alerts in User's Guide for Oracle Business Intelligence Enterprise Edition
Scorecard	Create/Edit Scorecards	Allows users to create and edit scorecards.	BI Content Author	How Do I Create a Scorecard? in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
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	How Do I Create a Scorecard? in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Create/Edit Objectives	Allows users to create and edit objectives.	BI Content Author	Creating Objectives in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Create/Edit Initiatives	Allows users to create and edit initiatives.	BI Content Author	Creating Initiatives in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
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	What Are Scorecard Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Create/Edit Causes and Effects Linkages	Allows users to create and edit cause and effect relationships.	BI Content Author	What Are Cause and Effect Maps? in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Create/Edit Perspectives	Allows users to create and edit perspectives.	BI Service Administrator	Creating Custom Perspectives in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Add Annotations	Allows users to add comments to KPIs and scorecard components.	BI Consumer	Configuring the Repository for Comments and Status Overrides in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Override Status	Allows users to override statuses of KPIs and scorecard components.	BI Consumer	Configuring the Repository for Comments and Status Overrides in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
Scorecard	Create/Edit KPIs	Allows users to create and edit KPIs and KPI watchlists.	BI Content Author	What Are Key Performance Indicators (KPIs)? in User's Guide for Oracle Business Intelligence Enterprise Edition Understanding Watchlists in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
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	What Are Target Settings? in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding Configuring for Write Back in Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Scorecard	Add Scorecard Views to Dashboards	Allows users to add scorecard views such as strategy trees and KPI watchlists to dashboards.	BI Consumer	Adding Scorecard Objects to Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition About Scorecard Privileges and Permissions in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring the Repository for Oracle Scorecard and Strategy Management in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Identifying Privileges for KPIs, KPI Watchlists, and Scorecarding
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	Oracle Marketing Segmentation Guide Specifying Dashboard Page Defaults Including Headers and Footers in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition Getting Started with Oracle BI Mobile in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile for Apple iOS
Mobile	Enable Search	Allows users of Oracle Business Intelligence Mobile to search the catalog.	BI Consumer	Managing Objects in the Oracle BI Presentation Catalog in User's Guide for Oracle Business Intelligence Enterprise Edition How Can I Search for Objects? in User's Guide for Oracle Business Intelligence Enterprise Edition Performing Searches in Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Mobile for Apple iOS Configuring for Searching with Oracle Secure Enterprise Search in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access SOAP	Allows users to access various web services.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition AccessControlToken Structure in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Impersonate as System User	Allows users to impersonate a system user using a web service.	BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition impersonate() Method in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access MetadataService Service	Allows users to access the MetadataService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition MetadataService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access ReportEditingService Service	Allows users to access the ReportEditingService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition ReportEditingService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access ConditionEvaluationService Service	Allows users to access the ConditionEvaluationService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition ConditionService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition Common Steps for Configuring Full-Text Search in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access DashboardService Service	Allows users to access the DashboardService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition Managing Security for Dashboards and Analyses
SOAP	Access SecurityService Service	Allows users to access the SecurityService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition SecurityService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access SchedulerService Service	Allows users to access the SchedulerService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition SchedulerService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access Tenant Information	Internal only.	BI System	Multitenancy Section Parameters 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	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition ScorecardMetadataService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access ScorecardAssessmentService Service	Allows users to access the ScorecardAssessmentService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition ScorecardAssessmentService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access HtmlViewService Service	Allows users to access the HtmlViewServiceService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition HtmlViewService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
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	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition iBotService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access XmlGenerationService Service	Allows users to access the XmlGenerationService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition XMLQueryExecutionOptions Structure in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access JobManagementService Service	Allows users to access the JobManagementService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition JobManagementService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
SOAP	Access KPIAssessmentService Service	Allows users to access the KPIAssessmentService web service.	BI Consumer, BI System	Introduction to Oracle Business Intelligence Web Services in Integrator's Guide for Oracle Business Intelligence Enterprise Edition KPIAssessmentService Service in Integrator's Guide for Oracle Business Intelligence Enterprise Edition
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 Services in 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	Viewing Metadata Information from the Subject Areas Pane in User's Guide for Oracle Business Intelligence Enterprise Edition Setting Permissions for Presentation Layer Objects in Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition Providing Access to Metadata Dictionary Information in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit AnalyzerView	Allows users to access the Analyzer view.	BI Service Administrator
Views	Add/Edit Canvas View	Allows users to create and edit canvas views.	BI Content Author	What Types of Views are Available in User's Guide for Oracle Business Intelligence Enterprise Edition.
Views	Add/Edit Column SelectorView	Allows users to create and edit column selector views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Compound LayoutView	Allows users to create and edit compound layout views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit GraphView	Allows users to create and edit graph views.	BI Service Administrator	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit FunnelView	Allows users to create and edit funnel graph views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit GaugeView	Allows users to create and edit gauge views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Micro Chart View	Allows users to create and edit microcharts.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit FiltersView	Allows users to create and edit filter views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Dashboard PromptView	Allows users to create and edit dashboard prompt views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Performance TileView	Allows users to create and edit performance tile views.	BI Content Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Heat Matrix View	Allows users to create and edit heat matrix views.	BI Content Author	Editing Heat Matrix Views in User's Guide for Oracle Business Intelligence Enterprise Edition.
Views	Add/Edit Static TextView	Allows users to create and edit static text views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Legend View	Allows users to create and edit legend views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit MapView	Allows users to create and edit map views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit NarrativeView	Allows users to create and edit narrative views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit No ResultsView	Allows users to create and edit no result views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Pivot TableView	Allows users to create and edit pivot table views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Using Fusion Middleware Control to Set Configuration Options for Data in Tables and Pivot Tables in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Generic Plugin View View	Allows users to create and edit generic plugin view views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Report Prompt View	Allows users to create and edit prompt views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Create SegmentView	Allows users to create and edit segment views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Selection StepsView	Allows users to create and edit selection steps views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Logical SQLView	Allows users to create and edit logical SQL views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition What Types of Logical SQL Views Are Available? in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit TableView	Allows users to create and edit table views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Using Fusion Middleware Control to Set Configuration Options for Data in Tables and Pivot Tables in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit Create Target ListView	Allows users to create and edit target list views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit TickerView	Allows users to create and edit ticker views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit TitleView	Allows users to create and edit title views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit TrellisView	Allows users to create and edit trellis views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit View SelectorView	Allows users to create and edit view selector views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Views	Add/Edit TreemapView	Allows users to create and edit treemap views.	BI Author	Adding Views for Display in Dashboards in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring and Managing Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Write Back	Write Back to Database	Grants the right to write data into the data source.	Denied: BI Consumer	Modifying Values and Performing Write Back in User's Guide for Oracle Business Intelligence Enterprise Edition About Handling Errors for Write Back in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Write Back in Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition
Write Back	Manage Write Back	Grants the right to manage write back requests.	BI Service Administrator	Modifying Values and Performing Write Back in User's Guide for Oracle Business Intelligence Enterprise Edition About Handling Errors for Write Back in User's Guide for Oracle Business Intelligence Enterprise Edition Configuring for Write Back in Analyses and Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition

Access to Oracle BI Enterprise Edition Actions

You must set the Action privileges that 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

  The Create Navigate Actions privilege indicates whether the user can create a Navigate action type. Users who are denied this privilege do not have the user interface components that allow the creation of Navigate Actions. Users without the Create Navigate Actions privilege can add saved actions to analyses and dashboards, and execute an action from an analysis or dashboard that contains an action.

• Create Invoke Actions

  The Create Invoke Actions privilege indicates whether the user can create an Invoke action type. The Invoke Actions options include Invoke a Web Service, and Invoke an HTTP Request. 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

  The Save Actions Containing Embedded HTML privilege indicates whether users can embed HTML code in customized web service action results. You should use extreme care in assigning the Save Actions Containing Embedded HTML privilege, because users with this privilege can pose a security risk allowin users to run HTML code.

Access to Oracle BI for Microsoft Office Privilege

If your users have the Access to Oracle BI for Microsoft Office privilege, they can interact with Microsoft Office from Oracle BI EE.

When a user has the Access to Oracle BI for Microsoft Office privilege, the user can download desktop tools from 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. See Integration of Oracle BI EE with Microsoft Office and the Copy option in 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. 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. See EnableSavingContentWithHTML.

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

EnableSavingContentWithHTML

The EnableSavingContentWithHTML element along with the Save Content With HTML Markup and Save Actions Containing Embedded HTML privileges determine whether the Contains HTML Markup option is available in properties dialogs when editing analyses.

In Oracle Business Intelligence releases earlier than 12.2.1.3.0, various properties dialogs included an active Contains HTML Markup option. In Oracle Business Intelligence 12.2.1.3.0, the Contains HTML Markup functionality is disabled by default to reduce exposure to security vulnerabilities.

As the BI Service Administrator, you can use the EnableSavingContentWithHTML element to enable all HTML editing and you can grant the related privileges to users. You set the EnableSavingContentWithHTML element to true in the instanceconfig.xml file, and you grant users the Save Content With HTML Markup and Save Actions Containing Embedded HTML privileges in the Manage Privileges page to enable the Contains HTML Markup option. See Default Presentation Services Privileges Assignments and Making Advanced Configuration Changes for Presentation Services.

For the location of the instanceconfig.xml file, see Configuration Files.

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:

See Scorecard Documents, Strategy pane, and Initiatives pane in User's Guide for Oracle Business Intelligence Enterprise Edition.

• 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 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 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.

   • 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.

6. Strategy node is an objective or KPI within the Strategy pane.

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.

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.

Cancel one running analysis as shown below.

• 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.

Use these steps to clear the web cache.

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

Clear the cache entry associated with an analysis as described below.

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

View the query file for information about an analysis as described below.

• 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.

Determining a User's Privileges and Permissions in Oracle BI Presentation Services

Oracle BI Presentation Services privileges and Oracle BI Presentation Services Catalog item permissions, use an Access Control List (ACL) to control who has privilege to access Presentation Services functionality and what permissions any given user can have on Presentation Services Catalog items. Privileges are set using the Administration pages in Oracle BI Presentation Services. Permissions are set for Presentation Services Catalog objects through the Analytics user interface, or the Catalog Manager user interface.

When you try to access functionality in Presentation Services, the appropriate privilege is checked; for example, to view the Oracle Business Intelligence page you must have the Access to Answers privilege. Also, when you try to perform any action on a Presentation Services Catalog item, that item's permissions are checked; for example, to view an item in Oracle Business Intelligence, the item's permissions are checked to see if you have read access.

There are 3 types of records that may be added to an ACL:

• Individual user records

  It is difficult to administer individual user records especially when there might be thousands of users, and hundreds of thousands of Catalog items.

• 10g Catalog group records

  Catalog groups exist purely for backwards compatibility, and are not recommended. They should not be used, instead you should change to using application roles.

• 11g application roles records

  These are the recommended way of managing ACLs.

Oracle Business Intelligence determines user access by sequentially checking 3 types of records. A user's effective privileges or permissions are deduced using the ACL records, looking for an explicit record for the user (if there is one); then looking for any records with the Catalog groups, of which the user is directly and indirectly a member; and then looking for any records with application roles granted to the user either explicitly or implicitly.

This section contains the following topics:

• Rules for Determining a User's Privileges or Permissions

• Example of Determining a User's Privileges with Application Roles

• Example of Determining a User's Permissions with Application Roles

• Example of Determining a User's Privileges with Removed Catalog Groups

• Example of Determining a User's Permissions with Removed Catalog Groups

Rules for Determining a User's Privileges or Permissions

The following tasks describe the sequential checks completed to determine a user's effective privileges and permissions.

Note:

Step 1 takes precedence over Step 2, which takes precedence over Step 3, which takes precedence over Step 4, which takes precedence over Step 5.

Note:

Within an individual step, a privilege access control (ACL) record that is Denied always takes precedence over any other grants. Within an individual step, a permission ACL record that has No Access always takes precedence over any access grant.

The privilege Denied is the same as the permission No Access. The term deny is used interchangeably for both privileges and permissions.

Task 1 - Check for an explicit record for this user

The following sequence represents the checks completed for a user record.

1. If there is an explicit record for this user, then return that access, Done.
2. If there is no explicit record for this user. Go to Task 2 - Check for records for this user's Catalog groups.

Task 2 - Check for records for this user's Catalog groups

The following sequence represents the checks completed for a user's Catalog groups.

1. Get the set of all Catalog groups this user is directly, explicitly in.

   This set does not include Catalog groups that this user is implicitly in.

   This set includes:

   • Catalog groups assigned through the Presentation Services Administration Page.

   • Catalog groups assigned through the WEBGROUPS BI session variable.

   • Any Catalog group that has an application role as a member, where that application role has been granted, explicitly or implicitly to this user.

     Note:

     This functionality was initially provided to help migration of 10g Catalog groups to 11g application roles, rather than force immediate conversion of all Catalog groups to application roles.

2. Check for any ACL record that matches any of the current set of Catalog groups as follows:

   • If there are any records that deny access, then return access denied. Done.

   • Else, if there are any records that grant access, return the union of all those access grants. For example, if one Catalog group has read access, and another Catalog group has write access, then the user has read and write access. Done.

   • Else, no records matched the current set of Catalog groups.

3. Get the parent set of all Catalog groups of the current set of Catalog groups. In other words, get all Catalog groups that the current set of Catalog groups are themselves members of explicitly. This parent set becomes the new current set of Catalog groups.
4. If the parent set is not empty, go to Step 2.

   • Thus, explicit Catalog groups take precedence over (override) implicit Catalog groups.

   • Similarly, implicit parent Catalog groups take precedence over implicit grandparent Catalog groups; implicit grandparent Catalog groups take precedence over implicit "great-grandparent" Catalog groups; and so on.

     Note:

     The logic for permission inheritance for Catalog groups is different to the logic for permission inheritance for application roles.

5. Else there were no records for this user's Catalog groups. Go to Task 3 - Check records for this user's application roles.

Task 3 - Check records for this user's application roles

The following sequence represents the checks completed for a user's application roles.

1. Get all the application roles for this user, including both direct, explicit application roles and indirect, implicit application roles.

   For example, if a user is explicitly granted the BI Author application role, then the user also implicitly has the BI Consumer application role too.

2. Check for any ACL record that matches any of the set of application roles.

   • If any records deny access, then return access denied. Done.

   • Else, if any records grant access, return the union of all those access grants. So if one application role had read access, and another application role had write access, then the user has read and write access. Done.

   • Else there are no records for this user's application roles.

3. Else there were no records for this user's application roles. Go to Task 4 - Fall back default behavior.

Task 4 - Fall back default behavior

The following sequence represents the checks completed for a specific application role called Authenticated User.

Note:

The Authenticated User application role is deliberately not included in the list of application roles for a user in Task 3 - Check records for this user's application roles, even though that user does technically have this application role.

1. If there is a record for the authenticated user application role, return that record's access. Done.
2. Else there is no record for the special application role. Go to Task 5 - No matching records at all.

Task 5 - No matching records at all

Return access denied. Done.

Example of Determining a User's Privileges with Application Roles

The diagram shows an example of how privileges are determined with application roles.

At the top of the diagram is a rectangle labelled User1, which specifies that User1 has been explicitly given the application roles Executive and BI Author. Attached beneath the User1 rectangle are two more rectangles - one on the left that represents the Executive role and one on the right that represents the BI Author role.

• The Executive role rectangle specifies that Executive is granted the Access to Administration privilege, and that the application roles Finance and Sales have in turn been given to Executive.

• The BI Author role rectangle specifies that BI Author is granted the Catalog privilege, is Denied the Agents privilege, and that the application role BI Consumer has in turn been given to BI Author.

Attached beneath the Executive Role rectangle are two more rectangles - one on the left that represents the Finance role and one on the right that represents the Sales role:

• The Finance Role rectangle specifies that the Finance role is granted the Scorecard privilege.

• The Sales Role rectangle specifies that Sales is Denied the Access to Administration privilege and granted the Access to Answers privilege.

And finally, attached beneath the BI Author Role rectangle is a rectangle that represents the BI Consumer role:

• The BI Consumer Role rectangle specifies that BI Consumer is granted the Catalog privilege and is granted the Agents privilege.

Description of the illustration GUID-06E92BB8-387B-4562-84D6-DEF33843B8F5-default.gif

In this example:

• User1 explicitly has the Executive role, and thus implicitly has Finance role and also Sales role.

• User1 also explicitly has the BI Author role, and thus also implicitly has BI Consumer role.

• So User1's flattened list of application roles is Executive, BI Author, Finance, Sales and BI Consumer.

• The effective privileges from Executive Role are Denied Administration privilege, granted Scorecard privilege, and granted Answers privilege. The Sales' Denied Administration privilege takes precedence over Executive's granted privilege, as Deny always takes precedence.

• The effective privileges from the BI Author role are granted Catalog privilege, and Denied Agents privilege. The BI Author's Denied Agents privilege takes precedence over BI Consumer's granted, as deny always takes precedence.

The total privileges granted to User1 are as follows:

• Denied Administration privilege, because the privilege is specifically denied for Sales.

• Granted Scorecard privilege.

• Granted Answers privilege.

• Granted Catalog privilege.

• Denied Agents privilege, because the privilege is specifically denied for BI Author.

Example of Determining a User's Permissions with Application Roles

The diagram below shows an example of how permissions are determined with application roles.

At the top of the diagram is a rectangle labelled User1, which specifies that User1 has been explicitly given the application roles Executive and BI Author. Attached beneath the User1 rectangle are two more rectangles - one on the left that represents Executive Role and one on the right that represents BI Author Role.

• The Executive Role rectangle specifies that Executive has no access to DashboardA, and that the application roles Finance and Sales have in turn been given to Executive.

• The BI Author Role rectangle specifies that BI Author role has open access to DashboardD, has no access to DashboardE, and that the BI Consumer role has in turn been given to BI Author.

Attached beneath the Executive Role rectangle are two more rectangles, one on the left that represents Finance role and one on the right that represents Sales role:

• The Finance Role rectangle specifies that Finance role has open access to DashboardB.

• The Sales Role rectangle specifies that Sales role has no access to DashboardA and full control of DashboardC.

And finally, attached beneath the BI Author Role rectangle is a rectangle that represents BI Consumer role:

• The BI Consumer Role rectangle specifies that BI Consumer role has modify access to DashboardD and open access to DashboardE.

Description of the illustration GUID-9F975935-9584-480B-8849-0EB7039560CF-default.gif

In this example:

• User1 explicitly has Executive role, and thus implicitly has Finance role and also Sales role.

• User1 also explicitly has BI Author role, and thus also implicitly has BI Consumer role.

• So User1's flattened list of application roles is Executive, BI Author, Finance, Sales and BI Consumer.

• The effective permissions from Executive role are no access to DashboardA, open access to DashboardB, and full control for DashboardC. The Sales role's No Access to DashboardA takes precedence over Executive role's Open, as Deny always takes precedence.

• The effective privileges from BI Author role are Open&Modify access to DashboardD, and No Access to DashboardE. The BI Author role's No Access to DashboardE takes precedence over BI Consumer role's Open, as Deny always takes precedence.

The total permissions and privileges granted to User1 are as follows:

• No Access to DashboardA, because access is specifically denied for Sales role.

• Open Access to DashboardB.

• Full Control for DashboardC.

• Open&Modify access to DashboardD, the union of Role2's and Role5's access.

• No Access to DashboardE, because access is specifically denied for BI Author role.

Example of Determining a User's Privileges with Removed Catalog Groups

The diagram shows an example of how privileges are determined with Catalog groups.

At the top of the diagram is a rectangle labelled User1, which specifies that User1 is an explicit member of the Catalog groups, Manager Group and Canada Group. Attached beneath the User1 rectangle are two more rectangles - one on the left that represents Manager Group and one on the right that represents Canada Group.

• The Manager Group rectangle specifies that Manager Group is granted the Access to Administration privilege, and that the Manager Group is in turn itself a member of both Marketing Group and Sales Group.

• The Canada Group rectangle specifies that Canada Group is granted the Catalog privilege, is denied the Agents privilege, and that the Canada Group is in turn itself a member of the Americas Group.

Attached beneath the Manager Group rectangle are two more rectangles - one on the left that represents Marketing Group and one on the right that represents Sales Group:

• The Marketing Group rectangle specifies that Marketing Group is granted the Scorecard privilege.

• The Sales Group rectangle specifies that Sales Group is denied the Access to Administration privilege and granted the Access to Answers privilege.

And finally, attached beneath the Canada Group rectangle is a rectangle that represents the Americas Group:

• The Americas Group rectangle specifies that Americas Group is granted the Catalog privilege and is granted the Agents privilege.

Description of the illustration GUID-24C1325B-4103-4466-9E7C-9D40E1A03EEB-default.gif

In this example:

• User1 is explicitly in the Manager Group, and thus is implicitly in the Marketing Group and Sales Group too.

• User1 also is explicitly in the Canada Group, and thus is also implicitly in the Americas Group too.

• So User1's initial list of Catalog groups is Manager Group and Canada Group. If required, User1's parent list of Catalog groups is Marketing Group, Sales Group and Americas Group. The grandparent list of Catalog groups is empty, as the Catalog group hierarchy is only two levels deep.

• The effective privileges from the Manager Group are granted the Administration privilege, granted Scorecard privilege, and granted the Answers privilege. The explicit Manager Group's record for Administration takes precedence over implicit Sale Group's record, as the more immediate ancestor Catalog group always takes precedence over more distant ancestor Catalog group.

• The effective privileges from the Canada group are granted the Catalog privilege, and denied Agents privilege. The explicit Canada Group's records for both Catalog and Agents takes precedence over implicit Americas Group's records, as the more immediate ancestor Catalog group always takes precedence over more distant ancestor Catalog group.

The total privileges granted to User1 are as follows:

• Granted Access to Administration privilege, because the Manager Group takes precedence over Sales group.

• Granted Scorecard privilege.

• Granted Answers privilege.

• Granted Catalog privilege, because Canada Group takes precedence over Americas Group.

• Denied Agents privilege, because the Canada Group takes precedence over Americas.

Example of Determining a User's Permissions with Removed Catalog Groups

The diagram below shows an example of how permissions are determined with removed Catalog groups.

At the top of the diagram is a rectangle labelled User1, which specifies that User1 is an explicit member of Catalog groups Manager Group and Canada Group. Attached beneath the User1 rectangle are two more rectangles - one on the left that represents Manager Group and one on the right that represents Canada Group.

• The Manager Group rectangle specifies that Manager Group has open access to DashboardA, and that the Manager Group is in turn itself a member of both Marketing Group and Sales Group.

• The Canada Group rectangle specifies that Canada Group has open access to DashboardD, has no access to DashboardE, and that the Canada Group is in turn itself a member of the Americas Group.

Attached beneath the Manager Group rectangle are two more rectangles - one on the left that represents Marketing Group and one on the right that represents Sales Group:

• The Marketing Group rectangle specifies that Marketing Group has open access to DashboardB.

• The Sales Group rectangle specifies that Sales Group has full control of DashboardC and no access to DashboardA.

And finally, attached beneath the Canada Group rectangle is a rectangle that represents the Americas Group:

• The Americas Group rectangle specifies that Americas Group has Modify access to DashboardD and Open access to DashboardE.

Description of the illustration GUID-609AD307-F056-4356-BD10-7A33A1DFC2ED-default.gif

In this example:

• User1 is explicitly in the Manager Group, and thus is implicitly in the Marketing Group and Sales Group too.

• User1 also is explicitly in the Canada Group, and thus is also implicitly in the Americas Group too.

• So User1's initial list of Catalog groups is Manager Group and Canada Group. If required, User1's parent list of Catalog groups is Marketing Group, Sales Group and Americas Group. The grandparent list of Catalog groups is empty, as the Catalog group hierarchy is only two levels deep.

• The effective permissions from the Manager Group are open access to DashboardA, open access to DashboardB, and full control of DashboardC. Note explicit Manager Group's record for DashboardA takes precedence over implicit Sale Group's record, as the more immediate ancestor Catalog group always takes precedence over more distant ancestor Catalog group.

• The effective permissions from the Canada group are open access to DashboardD, and no access to DashboardE. Note explicit Canada Group's records for both DashboardD and DashboardE takes precedence over implicit Americas Group's records, as the more immediate ancestor Catalog group always takes precedence over more distant ancestor Catalog group.

The total privileges granted to User1 are as follows:

• Open access to DashboardA, because the Manager group takes precedence over Sales group.

• Open access to DashboardB.

• Full control of DashboardC.

• Open access to DashboardD, because the Canada group takes precedence over Americas group.

• No access to DashboardE, because the Canada group takes precedence over Americas group.

Providing Shared Dashboards for Users

This section contains the following topics on providing shared dashboards for users:

• Understanding the Catalog Structure for Shared Dashboards

• Creating Shared Dashboards

• Testing the Dashboards

• Releasing Dashboards to the User Community

Understanding the Catalog Structure for Shared Dashboards

Learn about the catalog structure of My Folders and Shared Folders for shared dashboards.

The Oracle BI Presentation Catalog has two main folders:

• My Folders contain the personal storage for individual users. Includes a Subject Area Contents folder where you save objects such as calculated items and groups.

• Shared Folders contain objects and folders that are shared across users. Dashboards that are shared across users are saved in a Dashboards subfolder under a common subfolder under the /Shared Folders folder

Note:

If a user is given permission to an analysis in the Oracle BI Presentation Catalog that references a subject area to which the user does not have permission, then the BI Server still prevents the user from executing the analysis.

Creating Shared Dashboards

After setting up the Oracle BI Presentation Catalog structure and setting permissions, you can create shared dashboards and content for use by others.

One advantage to creating shared dashboards is that pages that you create in the shared dashboard are available for reuse. Users can create their own dashboards using the pages from your shared dashboards and any new pages that they create. You can add pages and content as described in User's Guide for Oracle Business Intelligence Enterprise Edition.

If you plan to allow multiple users to modify a shared default dashboard, then consider putting these users into an application role. For example, suppose that you create an application role called Sales and create a default dashboard called SalesHome. Of the 40 users that have been assigned the Sales application role, suppose that there are three who must have the ability to create and modify content for the SalesHome dashboard. Create a SalesAdmin application role, with the same permissions as the primary Sales application role. Add the three users who are allowed to make changes to the SalesHome dashboard and content to this new SalesAdmin application role, and give this role the appropriate permissions in the Oracle BI Presentation Catalog. This allows those three users to create and modify content for the SalesHome dashboard. If a user no longer requires the ability to modify dashboard content, then you can change the user's role assignment to Sales. If an existing Sales role user must have the ability to create dashboard content, then the user's role assignment can be changed to SalesAdmin.

See Managing Dashboards in System Administrator's Guide for Oracle Business Intelligence Enterprise Edition.

Testing the Dashboards

Before releasing dashboards and content to the user community, perform some tests.

1. Verify that users with appropriate permissions can correctly access it and view the intended content.
2. Verify that users without appropriate permissions cannot access the dashboard.
3. Verify that styles and skins are displayed as expected, and that other visual elements are as expected.
4. Correct any problems you find and test again, repeating this process until you are satisfied with the results.

Releasing Dashboards to the User Community

What to do after testing is complete.

Notify the user community that the dashboard is available, ensuring that you provide the relevant network address.

Controlling Access to Saved Customization Options in Dashboards

This section provides an overview of saved customizations and information about administering saved customizations. It contains the following topics:

• Overview of Saved Customizations in Dashboards

• Administering Saved Customizations

• Permission and Privilege Settings for Creating Saved Customizations

• Example Usage Scenario for Saved Customization Administration

Overview of Saved Customizations in Dashboards

Saved customizations allow users to save and view dashboard pages in their current state with their most frequently used or favorite choices for items such as filters, prompts, column sorts, drills in analyses, and section expansion and collapse.

By saving customizations, users need not make these choices manually each time that they access the dashboard page.

Users and groups with the appropriate permissions and dashboard access rights can perform the following activities:

• Save various combinations of choices as saved customizations, for their personal use or use by others.

• Specify a saved customization as the default customization for a dashboard page, for their personal use or use by others.

• Switch between their saved customizations.

You can restrict this behavior in the following ways:

• Users can view only the saved customizations that are assigned to them.

• Users can save customizations for personal use only.

• Users can save customizations for personal use and for use by others.

Administering Saved Customizations

This topic describes the privileges and permissions that are required to administer saved customizations.

In Oracle BI Presentation Services Administration, the following privileges in the Dashboards area, along with permission settings for key dashboard elements, control whether users or groups can save or assign customizations:

• Save Customizations

• Assign Default Customizations

You can set either privilege, one privilege, or both privileges for a user or group, depending on the level of access desired. For example, a user who has neither privilege can view only the saved customization that is assigned as his or her default customization.

Permissions are required so users can administer Oracle BI Presentation Catalog on shared and personal saved customizations.

Permission and Privilege Settings for Creating Saved Customizations

The topic describes user roles and specific permission settings that you can grant to users for creating saved customizations.

User Role	Permission and Privilege Settings
Power users such as IT users perform the following tasks: Create and edit underlying dashboards. Save dashboard view preferences as customizations. Assign customizations to other users as default customizations.	In the Shared section of the catalog, requires Full Control permission to the following folders: dashboard_name _selection _defaults You do not need to assign additional privileges.
Technical users such as managers perform the following tasks: Save customizations as customizations for personal use. Save customizations for use by others. Users cannot create or edit underlying dashboards, or assign view customizations to others as default customizations.	In the Shared section of the catalog, requires View permission to the following folders: dashboard_name In the Shared section of the catalog, requires Modify permission to the following folders: _selections _defaults You do not need to assign additional privileges.
Everyday users that save customizations for personal use only.	In Oracle BI Presentation Services Administration, requires the following privilege to be set: Save Customizations In the dashboard page, requires that the following option is set: Allow Saving Personal Customizations In the catalog, you do not need to assign additional privileges.
Casual users who must view only their assigned default customization.	In the Shared section of the catalog, the user needs View permission to the following folders: dashboard_name _selections _defaults In the catalog, you do not need to assign additional privileges.

Example Usage Scenario for Saved Customization Administration

Depending on the privileges set and the permissions granted, you can achieve various combinations of user and group rights for creating, assigning, and using saved customizations.

For example, suppose a group of power users cannot change dashboards in a production environment, but they are allowed to create saved customizations and assign them to other users as default customizations. The following permission settings for the group are required:

• Open access to the dashboard, using the Catalog page.

• Modify access to the _selections and _defaults subfolders within the dashboard folder in the Oracle BI Presentation Catalog, which you assign using the Dashboard Properties dialog in the Dashboard Builder. After selecting a page in the list in the dialog, click Specify Who Can Save Shared Customizations and Specify Who Can Assign Default Customizations.

Enabling Users to Act for Others

This section contains the following topics on enabling users to act for others:

• Why Enable Users to Act for Others?

• What Are the Proxy Levels?

• Process of Enabling Users to Act for Others

Why Enable Users to Act for Others?

You can enable one user to act for another user in Oracle BI Presentation Services.

When a user, called the proxy user, acts as target user, the proxy user can access the objects in the catalog for which the target (another) user has permission.

Enabling a user to act for another is useful such as when a manager wants to delegate some of his work to one of his direct reports or when IT support staff wants to troubleshoot problems with another user's objects.

What Are the Proxy Levels?

When you enable a user to be a proxy user, you also assign an authority level (called the proxy level). The proxy level determines the privileges and permissions granted to the proxy user when accessing the catalog objects of the target user.

The following list describes the proxy levels:

• Restricted

  Users have read-only permissions to the objects that the target user can access. Privileges are determined by the proxy user's account, not the target user's account.

  For example, suppose a proxy user has not been assigned the Access to Answers privilege, and the target user has. When the proxy user is acting as the target user, the target user cannot access Answers.

• Full

  Users inherit permissions and privileges from the target user's account.

  For example, suppose a proxy user has not been assigned the Access to Answers privilege, and the target user has. When the proxy user is acting as the target user, the target user can access Answers.

When you have enabled a user to act as a proxy user, that user can display the Act As option in the global header of Presentation Services to select the target user to act as, provided the Act As Proxy privilege has been set.

Before a proxy user can act as a target user, the target user must have signed into Presentation Services at least once and accessed a dashboard.

Note:

If another user can impersonate you as proxy user, you can see the users with the permission to proxy (Act As) you. To see these users, log in to Oracle Business Intelligence go to the My Account dialog box and display the extra tab called Delegate Users. This tab displays the users who can connect as you, and the permission they have when they connect as you (Restricted or Full).

Process of Enabling Users to Act for Others

To enable users to act for others, perform the following tasks:

• Defining the Association Between Proxy Users and Target Users

• Creating Session Variables for Proxy Functionality

• Modifying the Configuration File Settings for Proxy Functionality

• Creating a Custom Message Template for Proxy Functionality

Defining the Association Between Proxy Users and Target Users

You define the association between proxy users and target users in the database by identifying, for each proxy user/target user association, the following:

• ID of the proxy user

• ID of the target user

• Proxy level (either full or restricted)

For example, you might create a table called Proxies in the database that looks like this:

proxyId	targetId	proxyLevel
Ronald	Eduardo	full
Timothy	Tracy	restricted
Pavel	Natalie	full
William	Sonal	restricted
Maria	Imran	restricted

After you define the association between proxy users and target users, you must import the schema to the physical layer of the BI Server.

Creating Session Variables for Proxy Functionality

To authenticate proxy users, you must create the two session variables along with their associated initialization blocks. For both variables, modify the sample SQL statement using the database schema.

• PROXY

  Use the PROXY variable to store the name of the proxy user.

  Use the initialization block, ProxyBlock, and include code such as the following:

   select targetId from Proxies where UPPER(targetid) = UPPER('VALUEOF(NQ_SESSION.RUNAS)') and UPPER(proxyid) = UPPER(':USER') 
  

• PROXYLEVEL

  Use PROXYLEVEL variable to store the proxy level as Restricted or Full. If you do not create the PROXYLEVEL variable, then the Restricted level is assumed.

  Use the initialization block named ProxyLevel and include code such as the following:

  select proxyLevel from Proxies where UPPER(targetid) = UPPER('VALUEOF(NQ_SESSION.RUNAS)') and UPPER(proxyid) = UPPER(':USER')
  

Modifying the Configuration File Settings for Proxy Functionality

Use various elements in the instanceconfig.xml file to configure the proxy functionality.

See Creating a Custom Message Template for Proxy Functionality

1. Open the instanceconfig.xml file for editing.
2. In the configuration file, locate the sections to add the following elements:

   • LogonParam as the parent element for the TemplateMessageName and MaxValues elements.

   • TemplateMessageName as the name of the custom message template in the Custom Messages folder that contains the SQL statement to perform tasks related to displaying proxy and target users. The default name is LogonParamSQLTemplate.

     The name that you specify in the TemplateMessageName element must match the name that you specify in the WebMessage element in the custom message file.

   • MaxValues specifies the maximum number of target users that are listed in the User field in the Act As dialog.

     If the number of target users for a proxy user exceedsMaxValues, then an edit box is shown for the proxy user to enter the ID of a target user. The default value is 200.

3. Include the elements and their child elements, as shown in the following example:

   <LogonParam>
        <TemplateMessageName>LogonParamSQLTemplate</TemplateMessageName>
        <MaxValues>100</MaxValues>
   </LogonParam>
   

4. Save your changes and close the file.
5. Restart Oracle Business Intelligence.

Creating a Custom Message Template for Proxy Functionality

You must create a custom message template for the proxy functionality that contains the SQL statement to perform the following tasks:

• Obtain the list of target users that a proxy user can act as. This list is displayed in the User field in the Act As dialog box.

• Verify whether the proxy user can act as the target user.

• Obtain the list of proxy users that can act as the target user. This list is displayed on the target user's My Account screen.

In the custom message template, you place the SQL statement to retrieve this information in the following XML elements:

Element	Description
getValues	Specifies the SQL statement to return the list of target users and corresponding proxy levels. The SQL statement must return either one or two columns, where the: First column returns the IDs of the target users (Optional) Second column returns the names of the target users
verifyValue	Specifies the SQL statement to verify if the current user can act as the specified target user. The SQL statement must return at least one row if the target user is valid or an empty table if the target user is invalid.
getDelegateUsers	Specifies the SQL statement to obtain the list of proxy users that can act as the current user and their corresponding proxy levels. The SQL statement must return either one or two columns, where the: First column returns the names of the proxy users (Optional) Second column returns the corresponding proxy levels

You can create the custom message template in one of the following files:

• The original custom message file in the directory

• A separate XML file in the directory

The name that you specify in the WebMessage element must match the name that you specify in the TemplateMessageName element in the instanceconfig.xml file. See Modifying the Configuration File Settings for Proxy Functionality.

1. To create the custom message template in the original custom message file:

   1. Make a backup of the original custom message file in a separate directory.

   2. Make a development copy in a different directory and open it in a text or XML editor.

2. To create the custom message template in a separate XML file, create and open the file in the BI_DOMAIN/bidata/components/OBIPS/custommessages directory.

   You must configure a folder (custommessages) as an application in WebLogic Server, to make Oracle BI Presentation Services aware of it.

3. Start the custom message template by adding the WebMessage element's begin and end tags. For example:

   <WebMessage name="LogonParamSQLTemplate">
   </WebMessage>
   

4. After the </WebMessage> tag:

   1. Add the <XML> and </XML> tags

   2. Between the <XML> and </XML> tags, add the <logonParam name="RUNAS"> and </logonParam> tags.

   3. Between the <logonParam name="RUNAS"> and </logonParam> elements, add each of the following elements along with its corresponding SQL statements:

      • <getValues> and </getValues>

      • <verifyValue> and </verifyValue>

      • <getDelegateUsers> and </getDelegateUsers>

   The following entry is an example:

   <?xml version="1.0" encoding="utf-8" ?>
   <WebMessageTables xmlns:sawm="com.example.analytics.web.messageSystem">
    <WebMessageTable system="SecurityTemplates" table="Messages">
     <WebMessage name="LogonParamSQLTemplate">
      <XML>
       <logonParam name="RUNAS">
        <getValues>EXECUTE PHYSICAL CONNECTION POOL "01 - Sample App Data  (ORCL)"."Sample Relational Connection" select targetId from SAMP_USERS_PROXIES where proxyId='@{USERID}'</getValues>
        <verifyValue>EXECUTE PHYSICAL CONNECTION POOL "01 - Sample App Data (ORCL)"."Sample Relational Connection" select targetId from SAMP_USERS_PROXIES where proxyId='@{USERID}' and targetId='@{VALUE}'</verifyValue>
        <getDelegateUsers>EXECUTE PHYSICAL CONNECTION POOL "01 - Sample App Data (ORCL)"."Sample Relational Connection" select proxyId, proxyLevel from SAMP_USERS_PROXIES where targetId='@{USERID}'</getDelegateUsers>
       </logonParam>
      </XML>
     </WebMessage>
    </WebMessageTable>
   </WebMessageTables>
   

   You must modify the example SQL statement according to the schema of the database. In the example, the database and connection pool are both named Proxy, the proxyId is PROXYER, and the targetId is TARGET.

5. If you created the custom message template in the development copy of the original file, then replace the original file in the custom messages directory with the newly edited file.

6. Test the new file.

7. (Optional) If you created the custom message template in the development copy of the original file, then delete the backup and development copies.

8. Load the custom message template by either restarting the server or by clicking the Reload Files and Metadata link on the BI Server Administration screen.