Exactly Just What Is Actually Oracle Business Intelligence Designer Customer Tools – This chapter provides a conceptual overview of Oracle Business Intelligence Enterprise Edition 11g Version 1 (11.1.1). This chapter contains the following topics:
Oracle BI Enterprise Edition (sometimes just referred to as Oracle Business Intelligence) provides a full range of business intelligence capabilities that allow you to:
Exactly Just What Is Actually Oracle Business Intelligence Designer Customer Tools
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.
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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 Oracle Fusion Middleware 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.
Oracle BI EE requires the browser to be set to accept cookies. It uses a cookie to track a user’s logged in session.
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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:
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.
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 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.
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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.
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.
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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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 Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.
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.
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You can act for another user if you have been given permission to do so. For more information, see “About acting for 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:
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.
For information about running BI Publisher, see the Oracle Fusion Middleware User’s Guide for Oracle Business Intelligence Publisher.
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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 Oracle Fusion Middleware Report Designer’s Guide for Oracle Business Intelligence Publisher. For more information about scheduling a BI Publisher report, see the Oracle Fusion Middleware User’s Guide for Oracle Business Intelligence Publisher.
Oracle Business Intelligence Applications are pre-built business intelligence solutions available for Oracle applications such as Oracle E-Business Suite, JD Edwards, Peoplesoft and Siebel. Oracle Business Intelligence applications are built on Oracle BI EE.
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Oracle BI applications consist of industry-specific dashboards and analytics that are built using industry-specific practices to address key functional areas of an organization. Dashboard and analytics are tailored to each end user’s role in an organization.
Typically, Oracle BI applications are integrated with and accessible from other operational applications, such as Oracle’s Siebel CRM applications, to provide business metrics in analytics in the context of an organization’s business function and industry. Oracle BI applications include Extract Transform Load (ETL) routines to extract, transform, and load data into the Oracle Business Analytics Warehouse. Oracle BI applications also contain metadata that maps to the Oracle Business Analytics Warehouse and a transactional database, defining key goals and metrics for all levels of the organization. These measures and metrics are available to content designers in Oracle Business Intelligence.
Oracle Fusion applications can consume content created in Oracle BI EE. This means that users can access Oracle BI EE objects that are contextually relevant to their current workspace, such as analytics and dashboards. Users can also launch Oracle BI EE as a utility.
Oracle BI EE provides a set of add-ins for Microsoft Office that can be downloaded and installed to enable integration between components of Oracle Business Intelligence and Microsoft Office. The Getting Started section of the Oracle BI EE “Home” page contains links to install the following additional components:
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Some topics that may be of interest to content designers and administrators are covered in other guides. Table 1-1 lists these topics and indicates where you can go for more information.
See the system requirements and certification documentation for information on hardware and software requirements, platforms, databases and other information. Both of these documents are available on the Oracle Technology Network (OTN).
The system requirements document covers information such as hardware and software requirements, minimum disk space and memory requirements, and required system libraries, packages, or patches: 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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