Oracle Tools for Software Developers of Business Intelligence – This chapter describes how to install Oracle Business Intelligence Enterprise Edition and how to log in, register, and explore Oracle BI EE. It also covers the home page, global header, how to act on others, setting preferences, and how Oracle BI EE interacts with other products.
Oracle BI Enterprise Edition (also known as Oracle Business Intelligence) includes a comprehensive set of business intelligence features that enable you to:
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It is worth noting that these Oracle BI EE components (such as Analytics, Agents, Dashboards, and so on) are sometimes referred to as Presentation Services.
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The Oracle BI presentation catalog is where you keep analytics, dashboards, and KPIs that you and other users have developed using Oracle BI EE. Users can save their creations in their own personal folders (My Folders). Items in a private folder are accessible only to the user who created and saved the folder. Users can organize their stuff in the most logical way for them by adding subfolders to their personal folders.
These objects can be saved in a shared folder that other users or groups can access. Business logic security, directory object security, and data-level security work together to determine who can read data and objects in a directory, edit objects, and delete objects. The shared folder structure of the directory is created and maintained by your administrator.
See “What Is the Oracle BI Presentation Catalog?” for more details. See also “Managing Objects in the Oracle BI Presentation Catalog” and “Managing Objects in the Oracle BI Presentation Catalog.” See “Configuring and Administering the Oracle BI Presentation Directory” in the System Administrator’s Guide for Oracle BI Intelligence Enterprise Edition for more information on configuring the directory.
You utilize the URL, user ID, and password that you supply to access Oracle BI EE.
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Oracle BI EE requires cookies to be accepted by your browser. Cookies are used to track the user’s login procedure.
If you already use single sign-on (SSO), you may not need to fill out all of the fields on the login screen (as described in the procedure below).
After registering for Oracle BI EE (as stated in “Logging in to Oracle BI Enterprise Edition”), you will be taken to one of the following pages, depending on your configuration:
This page serves as a jumping-off point for working with Oracle BI EE. When working, the global header and home page can be used as primary access points to Oracle BI EE:
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When you visit the task’s starting point, the interface displays a page, dialog, or editor that you use to finish the task.
If you have other navigation choices, it is recommended that you do not use your browser’s back button to administer Oracle BI EE. After returning, the dashboard state may not be retained by the browser’s back button. Breadcrumbs are the preferred navigation mechanism since they maintain the dashboard’s state consistency. See Navigating with Breadcrumbs for additional information about breadcrumbs.
The home page serves as a jumping-off point for work in Oracle BI EE. The home page is separated into categories to help you start a task, locate an object, or obtain technical materials fast. It also includes things you’ve recently viewed, created, or edited, as well as objects most commonly accessed by users assigned to groups you’re a member of (for example, Recents and Favorites).
When you log in to Oracle BI EE, you may be provided with a home page depending on what is specified as your start page.
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Otherwise, by clicking the home page link on the global home page, you can always be transported to the home page. See “What is an Oracle BI EE Global Header?” for more details. See also religion.
A global header, which is constantly visible from the user interface, enables rapid access to frequently used functions. You can, for example, utilize the global header to launch a new job, search the Oracle BI presentation library, access product documentation, or examine another object without having to navigate to another page. The global header also provides a link to the home page, allowing you to swiftly go to the home page from other pages. It should be noted that privileges define functions in the global header.
Your administrator can change the order of the links or add connections to internal or external sites such as Google or OTN to personalize the global title. For further information, see “Providing Custom Connections in Presentation Services” in the Oracle Business Intelligence Enterprise Edition System Administrator’s Guide.
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Privileges and permissions grant you the ability to conduct certain actions, such as evaluating or modifying scorecards, and grant you access to and management of objects and applications. Roles like BIConsumer (an Oracle-defined role) combine privileges linked with various groups and restrict access depending on persistence and responsibility.
What you can view and access in Oracle Business Intelligence Enterprise Edition is determined by your privileges and roles. For more information, read “Managing Identity Services Privileges” in the Oracle Business Intelligence Enterprise Edition Security Guide and “Who Uses Content?” More information on permissions can be found in Chapter 13, “Managing Objects in the Oracle BI Presentation Catalog.”
This capability in Oracle BI EE allows you to perform activities for other users. This functionality comes in handy when you need to work on another user’s dashboard or material, or when IT support staff has to manage another user’s account.
An administrator grants you permission to conduct an action for another user in order to use this action as a feature. See “Subscribers Act for Others” in the Oracle Business Intelligence Enterprise Edition Security Guide for more information.
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When an administrator grants you permission to act on behalf of another user, the administrator has the option of giving you full access to or blocking that other user’s account.
By selecting the My Account dialog: Delegated Users tab, you may see a list of users who have access to your account. This tab displays the names of the users who have been granted access to your account.
You can act on behalf of another user if you approve it. For further information, see Acting on behalf of other users.
Oracle BI EE allows you and end users to configure personal preferences. Depending on your privileges, you can use the My Account dialog to:
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This guide assumes that Oracle BI EE and BI Publisher are installed and configured on your premises to run as fully integrated components. If this is not the case, several of the BI Publisher references in this guide may not apply to you.
BI Publisher enables you to produce highly formatted reports that can be printed. Reports in BI Publisher are built on top of data models in BI Publisher. A BI Publisher data model is made up of data sets from several sources, such as BI server topics or analyses, SQL database queries, MDX queries against Essbase or other OLAP sources, LDAP, web services, Microsoft Excel, HTTP uploads, or XML files. BI Publisher includes several layout types, allowing you to create the complete spectrum of documents required by your organization. You may browse, create, update, and deploy BI Publisher reports in Oracle BI EE, as well as add them to dashboard pages.
Oracle BI EE features a fully integrated BI Publisher as part of Release 11g. All BI Publisher capability is integrated within the Oracle BI EE application, and all reports and related objects are created and stored in the Oracle BI Presentation Catalog.
See the Report Designer’s Guide for Oracle Business Intelligence Publisher for further information on producing BI Publisher reports. See the Oracle Business Intelligence Publisher User Guide for more information on deploying BI Publisher reports.
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This article requires that Oracle BI EE and Oracle BI Mobile App Designer are both installed and operational in your business. If this is not the case, some of the Oracle BI Mobile App Designer references in this article may not apply to you.
The Oracle Business Intelligence Mobile App Designer Guide contains information regarding Oracle BI Mobile App Designer.
Oracle Business Intelligence Mobile App Designer is a tool for creating apps for mobile phones and tablets.
Oracle BI Mobile App Designer apps are platform and device agnostic. The resulting apps are built on the contemporary HTML5 standard and are compatible with any modern browser on your mobile device. There is no need for a client installation.
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Oracle Business Intelligence Mobile is a smartphone and tablet application that allows you to see and interact with Oracle BI content.
Oracle BI Mobile allows you to access it.
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