Oracle Business Intelligence

11 g

Module 3- Catalog Management

Catalog Management
Agenda

• Catalog Screen

• Home Screen

• Searching and Browsing the Catalog

• Favorites

• Migrating Analyses

• Permissions

• Catalog Group

2
Catalog Screen
Catalog Management
Catalog Screen

• The “Catalog” is a repository that contains all your

reporting objects such as analysis, dashboards and saved
filters. Its structure is like a file system.

• From the “Catalog” screen you can manage

administration functions for your reporting objects such
as:
• Set permissions
• Delete
• Copy / Move
• Rename
• Archive
Catalog Management
Catalog Screen – Menu Bar

Create a new Folder Delete, Copy and

using this “New” Paste options.
menu

Preview, Edit,
Print and Export
Options
Catalog Management
Catalog Screen – Features Available

Choose between “My

Folders” and “Shared
Folders”

“More” menu for each

object provides a range of
options (Copy, Delete,
Rename etc.)
Catalog Management
Catalog Screen – Select Multiple

You can select multiple

objects by holding on the
<CONTROL> key whilst
selecting with the mouse
Catalog Management
Catalog Screen – Properties

It is possible to add
a short description
about the object.

This option shows

some general
information about the
object.
Home Screen
Catalog Management
Home Screen

• Oracle BI 11g opens a “Home” landing page when you log on.
Users are directed here if they have not set a default dashboard.
Catalog Management
Home Screen – Getting started

Get Started…

The “Getting Started” section provides links

to “Intro” documentation and Help pages.

You can also download the various Oracle BI

client tools from here:

• Oracle BI for MS Office (BI

Office)
• Template Builder for MS Word (BI
Publisher)
• Analyzer for Excel (BI
Catalog Management
Home Screen – Creating Objects

Create Objects

In this section we
can find
Shortcuts for
creating a variety
of objects.
Clicking on the
links will launch
the appropriate
editor.
Catalog Management
Home Screen – Opening Objects

Recent:
This shows objects that you have recently opened. This
section is divided by “Dashboards” and “Other” objects.
Most Popular:
Contains objects that you or any member of shared
group opened.
Searching and Browsing the
Catalog
Catalog Management
Searching and Browsing the Catalog – From the Home Page (1/2)

Basic Search:
At the top of the screen
you can do a basic
search for all or a
specific type of object by
typing its name.
Catalog Management
Searching and Browsing the Catalog – From the Home Page (2/2)

Browse/Manager:
The Home page provides
links to search and
browse the Catalog.

There are various

views listed so you
can easily browse
certain types of
objects you have
created
Catalog Management
Searching and Browsing the Catalog – Browse Catalog (1/2)

Browse Catalog:
If you just want to
browse the Catalog,
then click the
“Catalog” link
Catalog Management
Searching and Browsing the Catalog – Browse Catalog (2/2)

If you select an object

you can preview it by
expanding the
“Preview” pane.
Favorites
Catalog Management
Favorites

Favorites:
The “Favorites” menu
provides a fast way to
quickly Access your
favorite queries by
clicking on the “Add to
Favorites” option.
Migrating Analyses
Catalog Management
Migrating Analyses

• Sometimes you need to move some analysis or send someone

a copy of your analysis. For this propose, you can copy the
entire Analysis’ XML definition on the “Advanced” tab within
Answers:
Catalog Management
Migrating Analyses – Copy XML

• There are some steps to copy an Analysis via XML:

1. Copy the entire “Analysis XML” from the “Advanced” tab.
2. Open up an empty analysis.
3. On the “Advanced” tab, replace the entire Analysis XML with your
copied XML.
4. Click on “Apply XML”.
5. Preview the results and save.

You need to
click “Apply
XML” to save
the changes.
Catalog Management
Migrating Analyses – Further Notes

• If you ever send the Analysis XML to someone else, make sure
you copy it into a plain text file (e.g. Notepad) rather than
pasting it directly into an email body.
Permissions
 Catalog Management
Permissions

• Within the Catalog, there are two main Folders:

My Folders
• Only the individual user has access to their “My Folders”
area. Note that even a Presentation Services Administrator
cannot view someone else’s “My Folders” area from with the
BI front-end (unless explicit permission is granted)

Shared Folders
• The shared area containing folders with various access
permissions
• Shared folders are sometimes created for each Power
User, so that they can easily build and share their BI
Dashboards/Reports with other users
Catalog Management
Permissions - Accessing Security Permissions

• To manage the security settings of catalog objects, click on

an object’s “More > Permissions” menu option:

Add a new
Permission
Catalog Management
Permissions - Add Permissions

• You can apply security permissions to the following:

 Users
 Application Roles
 Catalog Groups

Search for Chosen Users

User, or Application
Application Roles
Role and
Catalog
Groups name

Make sure Chosen

that you have Permissions
selected the
correct type
to look for
Catalog Management
Permissions - Security Privileges
There are 5 levels of access possible for the Objects:

No Access
• Permission denied – this takes preference over everything else
Open
• Read-access only (you can run a report but cannot make changes to it)
Modify
• You can change or delete an object, but you cannot create an object or change
its permissions
Full Control
• Unrestricted access
Custom
• In the Custom access you can define the permission to grant.
Catalog Management
Permissions - Further Notes

• When applying security permissions to a “folder” you have

options for applying the permissions also to all objects within
the folder and also to all its sub-folders:

Be careful as this
will override
security
permissions to all
child objects
including
dashboards
Administration

Catalog Groups
Catalog Management
Catalog Groups - Example

• Catalog Groups are useful for giving permissions, privileges and

send Agents.

• You can access to “Manage Catalog Group” by the

“Administration” pane.
Catalog Management
Catalog Groups - Example

Create a new Choose a

Catalog Catalog
Group Group Name

Chosen
Search for Users
User,
Application
Role and
Catalog
Groups name