Oracle Business Intelligence 11g Designers Direct – This chapter provides a conceptual overview of Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1). This chapter contains the following topics:
Oracle BI Enterprise Edition (sometimes simply called Oracle Business Intelligence) provides a full set of business intelligence capabilities that allow you to:
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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. 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 for 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, catalog object security, and data-level security determines who can view data and objects, edit objects, and delete objects from the catalog. Your administrator creates and maintains the catalog’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, username, and password provided by your organization.
Oracle BI EE requires the web browser to be set to accept cookies. It uses a cookie to track the session of the logged in user.
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After you sign in to Oracle BI EE (as described in “Signing In to Oracle BI Enterprise Edition”), you are 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, you can use the global header and home page as the primary ways to navigate Oracle BI EE:
After you access the start point of a task, the interface presents you with the page, dialog box, or editor you use to complete the task.
The home page 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 let you quickly access objects you’ve recently viewed, created, or updated, and objects that are accessed most often by users assigned to groups you belong to.
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Depending on what is configured as the home page, you may be presented with the home page when you log in to Oracle BI EE.
Otherwise, you can always go to the homepage by clicking the Homepage 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 product documentation, or view a different 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 manuals, 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 on behalf of another user in Oracle BI EE. This functionality is useful, for example, when you need to work on another user’s dashboard or content, or when IT support staff want to troubleshoot another user’s account.
To use the Act As feature, an administrator must allow you to act on behalf of another user. For information, see “Allowing Users to Act on Behalf of Others” in Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.
When the administrator authorizes you to act on behalf of another user, he may grant you full 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 Box: Delegated Users Tab”. This section displays a list of user names that have been granted access to your account.
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You may act on behalf of another user if you are authorized to do so. For more information, see “About the action 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 operate as fully integrated components in your organization. If this is not the case, then some references to BI Publisher in this guide may not apply to you.
For information about starting 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 BI Publisher data models. A BI Publisher data model can consist of datasets from a wide variety of sources, such as subject areas from the BI server or analytics, SQL queries to relational databases, MDX queries to Essbase or other OLAP sources, LDAP, web services, Microsoft Excel, HTTP channels 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 you can include them in dashboard pages.
As part of the 11g release, Oracle BI EE includes a fully integrated BI Publisher. All BI Publisher functionality appears seamlessly in the Oracle BI EE application, and all reports and related objects are created in Oracle BI EE and saved to the Oracle BI Presentation Catalog.
For more information about creating 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 that are available for Oracle applications such as Oracle E-Business Suite, JD Edwards, Peoplesoft and Siebel. Oracle Business Intelligence applications are built on top of Oracle BI EE.
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Oracle BI applications consist of industry-specific dashboards and analytics that are built using industry best practices to address key functional areas within the organization. Dashboards and analytics are tailored to each end user’s role in the organization.
Typically, Oracle BI applications are integrated with and accessed by other operational applications, such as Oracle’s Siebel CRM applications, to provide business metrics in analytics within 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 Oracle Business Analytics Warehouse. Oracle BI applications also contain metadata that connects to the Oracle Business Analytics Warehouse and transactional database, and defines key measures 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 work area, such as analytics and dashboards. Users can also run Oracle BI EE as a tool.
Oracle BI EE offers a set of Microsoft Office add-ins that can be downloaded and installed to enable integration between Oracle Business Intelligence components and Microsoft Office. The Getting Started section of the Oracle BI EE Home page provides links to install the following add-on 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 shows where to go for more information.
Refer to the system requirements and certification documentation for information on hardware and software requirements, platforms, databases, and other information. Both 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 provides a conceptual overview of Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1) . This chapter contains the following topics:
Oracle BI Enterprise Edition (sometimes simply called Oracle Business Intelligence) provides a full set of business intelligence capabilities that allow you to:
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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. Objects in a personal folder can only be accessed by the user
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