Oracle Business Intelligence Developer Customer Tool Set Up – This chapter describes how to get started with Oracle Business Intelligence Enterprise Edition and explains how to log in, log out, and navigate Oracle BI EE. It also describes the home page, the global header, how you act to others, how you set preferences, and how Oracle BI EE interacts with other products.
Oracle BI Enterprise Edition (sometimes just referred to as Oracle Business Intelligence) provides a full range of business intelligence capabilities that allow you to:
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Note that these areas of Oracle BI EE (that is, Analytics, Agents, Dashboards, and so on) are sometimes referred to as Presentation Services.
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You use the Oracle BI Presentation Catalog to store the objects, such as analyses, dashboards, and KPIs, that you and other users create using Oracle BI EE. Users have their own personal folder (My Folders), where they can store the objects they create. The objects in a personal folder can only be accessed by the user who created and saved the contents of that folder. Users can add subfolders to their personal folders to organize their content in the way that makes the most sense to them.
You can also store objects in shared folders where other users or groups can access the objects. A combination of business logic security, directory object security, and data-level security determines who can view data and objects, edit objects, and delete objects from the directory. Your administrator creates and maintains the directory’s shared folder structure.
For more information, see “What is the Oracle BI Presentation Catalog?” and “Managing Objects in the Oracle BI Presentation Catalog.” For information about setting up the catalog, see “Configuring and Managing the Oracle BI Presentation Catalog” in the System Administrator’s Guide for Oracle Business Intelligence Enterprise Edition.
To access Oracle BI EE, you use a URL, a user ID, and a password provided by your organization.
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Oracle BI EE requires the browser to be set to accept cookies. It uses a cookie to track a user’s logged in session.
You may not be prompted to enter values in all the fields on the login page (as described in the following procedure), if you have already signed in with single sign-on (SSO).
After logging in to Oracle BI EE (as described in “Logging in to Oracle BI Enterprise Edition”), you will be presented with one of the following pages, depending on what is configured for you:
This page is your starting point for working in Oracle BI EE. As you work, use the global header and home page as the main ways to navigate Oracle BI EE:
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After you open the starting point for a task, the interface shows you the page, dialog box, or editor you use to perform the task.
It is recommended that you do not use your browser’s Back button to navigate Oracle BI EE, unless no other navigation methods are available. The back button in the browser may not maintain the state of the dashboard on return. Breadcrumbs are the recommended navigation approach, consistently maintaining the state of the dashboard. For more information about breadcrumbs, see “Navigating with breadcrumbs.”
The homepage provides a starting point for performing tasks in Oracle BI EE. The home page is divided into sections that allow you to quickly start a specific task, find an object or access technical documentation. It also includes sections (such as Recent and Favorites) that allow you to quickly access objects you’ve recently viewed, created, or updated, and objects most frequently accessed by the users assigned to the groups you belong to.
Depending on what is configured as your home page, you may be presented with the home page when you log in to Oracle BI EE.
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Otherwise, you can always navigate to the home page by clicking the Home page link in the global header. For information about the global header, see “What is the Oracle BI EE Global Header?”
The global header provides quick access to frequently used functions and is always accessible from the user interface. For example, you can use the global header to start a new task, search the Oracle BI Presentation Catalog, access the product documentation, or display another object, without having to return to the home page. The global header also includes the Home page link so you can quickly access the Home page from other pages. Note that the functionality available on the global header is determined by privileges.
Your administrator can customize the global header by changing the order in which the links appear, or by adding links to internal or external sites such as Google or OTN. For more information, see “Providing Custom Links in Presentation Services” in the System Administrator’s Guide for Oracle Business Intelligence Enterprise Edition.
Oracle BI EE provides direct access to tutorials, context-sensitive help, and libraries that contain conceptual and procedural information to help you understand Oracle BI EE.
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Privileges and permissions allow you to perform specific actions, such as creating an analysis or editing a scorecard, and give you the right to access and manage objects, applications, and so on. Roles, such as BIConsumer (an Oracle-defined role), group related privileges together that apply to specific requirements, enabling continuity and limiting access based on responsibility.
Privileges and roles control what you can see and access in Oracle Business Intelligence Enterprise Edition. See “Managing Presentation Services Privileges” in the Security Guide for Oracle Business Intelligence Enterprise Edition for additional information and see “Who Uses the Catalog?” in Chapter 13, “Managing Objects in the Oracle BI Presentation Catalog” to learn more about permissions.
The Act As functionality allows you to act for another user in Oracle BI EE. This functionality is useful, for example, when you need to work with another user’s dashboard or content, or when IT support personnel want to troubleshoot another user’s account.
To use the Act As functionality, the administrator must enable you to act for another user. For information, see “Enabling Users to Act for Others” in the Security Guide for Oracle Business Intelligence Enterprise Edition.
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When the administrator authorizes you to act for another user, the administrator can give you full access or limited access to another user’s account:
You can see a list of users with access to your account by opening the “My Account dialog: Delegated users tab.” This tab displays a list of the names of the users who have accessed your account.
You can act for another user if you have been given permission to do so. For more information, see “About behavior to other users.”
You and end users can set personal preferences for Oracle BI EE. Using the “My Account” dialog, and depending on your privileges, you can:
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This guide assumes that Oracle BI EE and BI Publisher are installed and configured to run as fully integrated components in your organization. If this is not the case, some mentions of BI Publisher in this guide may not apply to you.
BI Publisher allows you to create highly formatted reports that are suitable for printing. BI Publisher reports are built on top of BI Publisher data models. A BI Publisher data model can consist of datasets from a wide range of sources, such as subject areas from the BI server or analytics, SQL queries against relational databases, MDX queries against Essbase or other OLAP sources, LDAP, Web Services, Microsoft Excel , HTTP feeds or XML files. BI Publisher supports a wide range of layout types, so you can create the full range of documents your organization may need. Within Oracle BI EE, you can view, create, edit, and schedule BI Publisher reports and can include them in dashboard pages.
As part of Release 11g, Oracle BI EE includes a fully integrated BI Publisher. All BI Publisher functionality is seamlessly displayed in the Oracle BI EE application, and all reports and related objects are created in Oracle BI EE and stored in the Oracle BI Presentation Catalog.
For more information on how to create a BI Publisher report, see the Report Designer’s Guide for Oracle Business Intelligence Publisher. For more information about scheduling a BI Publisher report, see the Oracle Business Intelligence Publisher User’s Guide.
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This guide assumes that Oracle BI EE and Oracle BI Mobile App Designer are installed and configured to run as fully integrated components in your organization. If this is not the case, some mentions of Oracle BI Mobile App Designer in this guide may not apply to you.
For information about Oracle BI Mobile App Designer, see Oracle Business Intelligence Mobile Application Designer User’s Guide.
Oracle Business Intelligence Mobile App Designer is a tool for designing targeted apps for mobile phones and tablets.
The apps you create with Oracle BI Mobile App Designer are platform and device independent. The generated apps are based on the modern HTML5 standard, which means they can run on any modern browser on your mobile device. No client installation is required.
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Oracle Business Intelligence Mobile is an application that allows you to view and interact with Oracle BI content on smartphones and tablets.
By using Oracle BI Mobile, you can access
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