BI Publisher Server: Administration and Security

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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

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Administration Page
The Administration page enables you to manage various tasks for configuring BI Publisher settings.

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Data Sources
BI Publisher supports retrieving data from a variety of data sources. You can create connections with any one of the data sources.

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Setting Data Sources: JNDI

JNDI connection pool is the recommended data source setup.

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Setting Data Sources: JDBC

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Setting Data Sources: Files

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Setting Data Sources: LDAP

BI Publisher supports queries against Lightweight Directory Access protocol (LDAP) data sources.

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Setting Data Sources: OLAP

BI Publisher supports Multidimensional Expressions (MDX) queries against your OLAP data sources.

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Viewing or Updating a Data Source

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BI Publisher Security Model: Security Center

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BI Publisher: Supported Security Models

The Security Configuration section allows you to select the suitable security model.

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BI Publisher: Oracle Fusion Middleware Security Model

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Fusion Middleware Security for BI Publisher: Default Users

Two default users are defined during installation: AdministratorUser BISystemUser

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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.

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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

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Administration Configurations by Utilizing BISystemUser Account

Integration with Oracle BI Presentation Services:

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Fusion Middleware Security: Default Groups

There are three default groups. Additional groups can be added by using the Oracle WebLogic Administration Console.

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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

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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

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Fusion Middleware Security: BIAdministrator Role

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Fusion Middleware Security: BIAuthor Role

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Fusion Middleware Security: BIConsumer Role

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BI Publisher Roles and Permissions

The preconfigured roles and permissions for the authenticated user appears on this page.

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BI Publisher Folder Permissions

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BI Publisher Report Object Permissions

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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.

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Registering a Digital Signature

Adding a digital signature to the user role:

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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

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Delivery Options

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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.

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Delivery: Print or Fax

Printing is only supported through Internet Printing Protocol (IPP).

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Delivery: Printing PDF

PDF printing:

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Delivery: Email
Email option:

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Delivery: WebDAV
WebDAV option:

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Delivery: HTTP Server

HTTP Server option:

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Delivery: FTP Server

FTP Server option:

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Delivery: CUPS Server

CUPS Sever option:

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System Maintenance: Scheduling Architecture Overview

Quartz Tables ESS Tables

Delivery Channels

Quartz Scheduler

ESS Scheduler

Scheduled Job Scheduled Job Q

CUPS FAX Processor

Fax

Job Processor (Normal Job / Bursting Job)

Report Q

Printer
Report Processor

Email
Print Processor Email Processor FTP Processor File Processor WebDAV Processor

Delivery Q(s)

Repository
File | FTP | Web Folder

BIP System Topic

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

BI Publisher Scheduler Process Flow

1

Submit Job
2

Job Processor Bursting Engine

Bursting Engine Listener Batch Job Process

FO Report Processor Delivery Processors

BI Publisher System Topic

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System Maintenance: Scheduling Clustering Example

Managed Server
Job Processor Report Processor Email Processor FTP Processor File Processor Print Processor WebDav Processor Fax Processor

Email

Printer

Admin Server
Repository Quartz Table

JNDI

JMS Queues & Topic

Managed Server

Job Processor Report Processor Email Processor FTP Processor File Processor Print Processor WebDav Processor Fax Processor

Fax

Repository

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Scheduler Configuration: Overview

BI Publisher Scheduler Configuration page:

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Scheduler Diagnostics: Overview

The Scheduler Diagnostics page provides the runtime status of the Scheduler.

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Scheduler Diagnostics: Overview

The Scheduler Diagnostics page provides information on the following components: JMS Cluster Database Quartz

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Runtime Configuration: Overview

The Runtime Configuration page enables you to set runtime properties at the server level.

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Setting Runtime Properties

Many of the Runtime properties for BI Publisher are shown here.

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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.

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Creating a Font Mapping

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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.

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Integrating with Oracle BI Presentation Services: Overview

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Configuring Integration with Oracle BI Presentation Services

A typical configuration is presented here for the integration with Oracle BI Presentation Services:

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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

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

Practice 8-3: Overview

This practice covers the following topic: Configuring the email server as a delivery option

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Quiz: Overview
This quiz examines your knowledge of the concepts discussed in the lesson.

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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

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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

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Quiz
Users and groups are maintained outside of BI Publisher and they are created through the WebLogic Administration Console. a. True b. False

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Quiz
Scheduler Diagnostics enable you to view how many scheduled report requests have been received by the JMS queues. a. True b. False

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Quiz
In BI Publisher, runtime properties that are set at the server level take precedence over that of report level. a. True b. False

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Quiz
Currency formatting is only supported for RTF and XSLFO templates. a. True b. False

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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

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