1. 8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. BI Publisher Server: Administration and Security

2. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 2 Objectives After completing this lesson, you should be able to: Describe BI Publisher administration tasks Configure data sources Identify BI Publisher supported security models Configure security settings Manage user roles and permissions Configure delivery options Configure the Scheduler Manage the runtime configuration Configure the integration settings for BI Presentation Services

3. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 3 Administration Page The Administration page enables you to manage various tasks for configuring BI Publisher settings.

4. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 4

5. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 5 Data Sources BI Publisher supports retrieving data from a variety of data sources. You can create connections with any one of the data sources.

6. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 6

7. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 7 Setting Data Sources: JNDI JNDI connection pool is the recommended data source setup.

8. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 8

9. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 9 Setting Data Sources: JDBC

10. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 10 Setting Data Sources: Files

11. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 11 Setting Data Sources: LDAP BI Publisher supports queries against Lightweight Directory Access protocol (LDAP) data sources.

12. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 12

13. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 13 Setting Data Sources: OLAP BI Publisher supports Multidimensional Expressions (MDX) queries against your OLAP data sources.

14. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 14

15. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 15 Viewing or Updating a Data Source

16. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 16 BI Publisher Security Model: Security Center

17. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 17 BI Publisher: Supported Security Models The Security Configuration section allows you to select the suitable security model.

18. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 18 BI Publisher: Oracle Fusion Middleware Security Model

19. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 19 Fusion Middleware Security for BI Publisher: Default Users Two default users are defined during installation: AdministratorUser BISystemUser

20. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 20 Fusion Middleware Security for BI Publisher: Default Users The default user is preconfigured with these groups: Administrators BIAdministrators This example indicates that the default user, weblogic, is preconfigured with Administrator and BIAdministrator groups.

21. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 21 Default Users: BISystemUser Account JDBC data source connecting to the Oracle BI EE Server: Is preconfigured to use the installed Oracle BI EE Server Uses the BISystemUser account

22. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 22 Administration Configurations by Utilizing BISystemUser Account Integration with Oracle BI Presentation Services:

23. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 23 Fusion Middleware Security: Default Groups There are three default groups. Additional groups can be added by using the Oracle WebLogic Administration Console.

24. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 24 Fusion Middleware Security: Default Roles The default groups and users are preconfigured with default roles that grant these users certain privileges. They are: BISystem BIAdministrator BIAuthor BIConsumer

25. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 25 Fusion Middleware Security: Default Publisher Permissions by Default Role BIAdministrator oracle.bi.publisher.administerServer BIAuthor oracle.bi.publisher.developDataModel oracle.bi.publisher.developReport BIConsumer oracle.bi.publisher.runReportOnline oracle.bi.publisher.scheduleReport oracle.bi.publisher.accessReportOutput oracle.bi.publisher.accessExcelReportAnalyzer oracle.bi.publisher.accessOnlineReportAnalyzer

26. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 26 Fusion Middleware Security: BIAdministrator Role

27. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 27 Fusion Middleware Security: BIAuthor Role

28. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 28 Fusion Middleware Security: BIConsumer Role

29. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 29 BI Publisher Roles and Permissions The preconfigured roles and permissions for the authenticated user appears on this page.

30. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 30 BI Publisher Folder Permissions

31. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 31 BI Publisher Report Object Permissions

32. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 32 Digital Signature: Overview BI Publisher supports digital signatures on PDF output documents. Digital signatures enable you to verify the authenticity of the documents that you send and receive. BI Publisher can access your digital ID file from a central, secure location, and at run time sign the PDF output with the digital ID.

33. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 33 Registering a Digital Signature Adding a digital signature to the user role:

34. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 34 Practice 8-1 and 8-2: Overview This practice covers the following topics: Defining a file data source Reviewing the roles assigned to your user ID

35. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 35 Delivery Options

36. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 36 Delivery: Delivery Configuration Use the Delivery Configuration page to set general properties for email deliveries from BI Publisher, and for defining your SSL certificate file.

37. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 37 Delivery: Print or Fax Printing is only supported through Internet Printing Protocol (IPP).

38. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 38 Delivery: Printing PDF PDF printing:

39. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 39 Delivery: Email Email option:

40. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 40 Delivery: WebDAV WebDAV option:

41. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 41 Delivery: HTTP Server HTTP Server option:

42. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 42 Delivery: FTP Server FTP Server option:

43. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 43 Delivery: CUPS Server CUPS Sever option:

44. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 44 Delivery Channels Quartz TablesESS Tables Scheduled Job Q Report Q Delivery Q(s) BIP System Topic Scheduled Job Email Printer Fax Repository CUPS File |FTP |Web Folder Report Processor FAX Processor Print Processor Email Processor FTP Processor File Processor WebDAV Processor ESS Scheduler Quartz Scheduler Job Processor (Normal Job / Bursting Job) System Maintenance: Scheduling – Architecture Overview

45. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 45 BI Publisher Scheduler Process Flow Submit Job Job Processor Bursting Engine FO Report Processor Delivery Processors BI Publisher System Topic Bursting Engine Listener Batch Job Process 1 2 3 4 5 6

46. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 46

47. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 47 Admin Server Managed Server Job Processor Report Processor Email Processor FTP Processor File Processor Print Processor WebDav Processor Fax Processor Job Processor Report Processor Email Processor FTP Processor File Processor Print Processor WebDav Processor Fax Processor Repository JMS Queues & Topic Email Printer Fax Repository JNDI Quartz Table Managed Server System Maintenance: Scheduling – Clustering Example

48. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 48 Scheduler Configuration: Overview BI Publisher Scheduler Configuration page:

49. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 49 Scheduler Diagnostics: Overview The Scheduler Diagnostics page provides the runtime status of the Scheduler.

50. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 50 Scheduler Diagnostics: Overview The Scheduler Diagnostics page provides information on the following components: JMS Cluster Database Quartz

51. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 51 Runtime Configuration: Overview The Runtime Configuration page enables you to set runtime properties at the server level.

52. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 52 Setting Runtime Properties Many of the Runtime properties for BI Publisher are shown here.

53. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 53 Defining Font Mappings BI Publisher has a font mapping feature to map the fonts in RTF and PDF templates to the target fonts in published documents.

54. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 54 Creating a Font Mapping

55. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 55 Defining Currency Formats Currency formats enable you to map a number format mask to a specific currency, so that your reports can display multiple currencies with their own corresponding formats.

56. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 56 Integrating with Oracle BI Presentation Services: Overview

57. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 57 Configuring Integration with Oracle BI Presentation Services A typical configuration is presented here for the integration with Oracle BI Presentation Services:

58. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 58 Summary In this lesson, you should have learned how to: Describe BI Publisher administration tasks Configure data sources Identify BI Publisher supported security models Configure security settings Manage user roles and permissions Configure delivery options Configure the Scheduler Manage the runtime configuration Configure the integration settings for BI Presentation Services

59. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 59 Practice 8-3: Overview This practice covers the following topic: Configuring the email server as a delivery option

60. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 60 Quiz: Overview This quiz examines your knowledge of the concepts discussed in the lesson.

61. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 61 Quiz The various data sources for which BI Publisher can be configured are: a.JDBC, JNDI and Email server b.JDBC, JNDI, LDAP, OLAP, and file c.JDBC, JNDI, LDAP, and OLAP only d.Email sever, HTTP, FTP, Fax

62. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 62 Quiz The supported security models for BI Publisher are: a.Server Security, SIEBEL, and OLAP b.Oracle Fusion Middleware and Oracle Database c.Oracle Fusion Middleware, BI Publisher, LDAP, Oracle BI Server, Oracle E-Business Suite, Oracle Siebel, and Oracle Database d.LDAP, Siebel, Database, and OLAP

63. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 63 Quiz Users and groups are maintained outside of BI Publisher and they are created through the WebLogic Administration Console. a.True b.False

64. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 64 Quiz Scheduler Diagnostics enable you to view how many scheduled report requests have been received by the JMS queues. a.True b.False

65. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 65 Quiz In BI Publisher, runtime properties that are set at the server level take precedence over that of report level. a.True b.False

66. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 66 Quiz Currency formatting is only supported for RTF and XSL­FO templates. a.True b.False

67. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 67 Quiz When you install Oracle BI Enterprise Edition, the integration with BI Publisher is automatically configured. This means that the Oracle BI platform installer sets the Presentation Services hostname, port, and URL suffix values. a.True b.False

68. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. 8 - 68