Oracle Fusion Applications Administering Reports …...[1]Oracle® Fusion Applications Administering...

[1] Oracle® Fusion ApplicationsAdministering Reports and Analytics

11g Release 9 (11.1.9)

E52746-03

April 2015

Describes basic administration tasks for reporting in Oracle Fusion Applications.

Oracle Fusion Applications Administering Reports and Analytics 11g Release 9 (11.1.9)

E52746-03

Copyright © 2014, 2015, Oracle and/or its affiliates. All rights reserved.

Primary Author: Oracle Corporation

Contributor: Oracle Fusion Applications product management, development, and quality assurance teams.

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Contents

Preface ................................................................................................................................................................ vii

Audience...................................................................................................................................................... viiDocumentation Accessibility .................................................................................................................... viiRelated Documents .................................................................................................................................... viiConventions ................................................................................................................................................ vii

1 Introduction

1.1 Reports and Analytics in Oracle Fusion Applications ...................................................... 1-11.2 Tools for Administering Reports and Analytics ............................................................... 1-21.3 The Business Intelligence Presentation Catalog: Where You Store and Manage Your

Reports and Analytics ...................................................................................................... 1-31.3.1 Navigating to the Catalog .......................................................................................... 1-31.3.2 Identifying Objects in the Catalog .............................................................................. 1-41.4 Troubleshooting ............................................................................................................... 1-5

2 Functional Setup Tasks for Transactional Business Intelligence

2.1 Displaying Tasks in the Functional Setup Manager ......................................................... 2-12.2 Assigning Security Profiles to Job Roles ........................................................................... 2-22.3 Managing User Currency Preferences .............................................................................. 2-52.3.1 Enabling the Currency User Preference File .............................................................. 2-52.3.2 Editing Currency Display Names .............................................................................. 2-6

3 Configuring Flexfields for Business Intelligence

3.1 Configure Key Flexfields for Transactional Business Intelligence .................................... 3-13.1.1 Enabling Key Flexfields for Business Intelligence Reporting ..................................... 3-13.1.2 Supported Key Flexfields ........................................................................................... 3-33.2 Setting up the GL Accounting Segment ........................................................................... 3-43.2.1 Understanding Accounting Key Flexfields ................................................................ 3-53.2.2 Identifying Accounting Key Flexfield Segments ........................................................ 3-53.2.3 Defining Segment Labels ........................................................................................... 3-63.2.4 Assigning Unique Segment Labels ............................................................................ 3-63.2.5 Performing Column Flattening .................................................................................. 3-63.2.6 Deploying Accounting Key Flexfields ....................................................................... 3-73.2.6.1 Deployment Status .............................................................................................. 3-73.3 Designating GL Accounting Segment Instances as BI-enabled ........................................ 3-7

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3.4 Configure Descriptive Flexfields for Transactional Business Intelligence ........................ 3-83.4.1 Designating Descriptive Flexfields as BI-enabled ...................................................... 3-83.4.2 Configure Descriptive Flexfield Segments ................................................................. 3-93.5 Designating Extensible Flexfields as BI-Enabled ............................................................ 3-103.6 Importing Changes to Flexfields Automatically ............................................................ 3-123.6.1 Overview of Importing Flexfield Changes .............................................................. 3-123.6.2 Running the Import Job ........................................................................................... 3-133.6.2.1 Job Status Conditions ........................................................................................ 3-143.6.2.2 Successful Import Job ........................................................................................ 3-143.7 Disabling Flexfields as BI Enabled ................................................................................. 3-143.7.1 Disabling Key Flexfields as BI-Enabled ................................................................... 3-153.7.2 Disabling Descriptive Flexfields as BI-Enabled ....................................................... 3-153.7.3 Disabling Extensible Flexfields as BI-Enabled ......................................................... 3-16

4 Managing Report Availability

4.1 Managing Catalog Folders ............................................................................................... 4-14.1.1 Creating Folders ........................................................................................................ 4-14.1.2 Setting Folder Properties ........................................................................................... 4-14.2 Mapping Reports to Work Areas ..................................................................................... 4-24.3 Moving Reports and Analytics ......................................................................................... 4-4

5 Securing Reports and Analytics

5.1 Security Levels in Reports and Analytics ......................................................................... 5-15.1.1 About Object-Level Security ...................................................................................... 5-15.2 About Roles in Reports and Analytics ............................................................................. 5-25.3 Securing Analytics ........................................................................................................... 5-35.3.1 Creating Duty Roles ................................................................................................... 5-35.3.2 Assigning a Duty Role to a Job Role .......................................................................... 5-45.3.3 Assigning Duty Role Permissions to Oracle BI Repository Subject Areas and Tables 5-55.3.4 Assigning Duty Role Privileges to Oracle BI Presentation Catalog Objects ............... 5-85.4 Securing BI Publisher Reports and Related Components ............................................... 5-115.4.1 Setting Catalog Permissions .................................................................................... 5-115.4.2 Granting Permissions to the Oracle Enterprise Scheduler Job Definition ................ 5-15

6 Managing BI Publisher Reports

6.1 Managing Report Delivery Servers ................................................................................. 6-16.2 Navigating to the Oracle BI Publisher Administration Page ............................................ 6-26.3 Configuring Report Delivery Servers ............................................................................... 6-26.3.1 Adding a Printer ........................................................................................................ 6-36.3.2 Adding a Fax Server .................................................................................................. 6-56.3.3 Adding an e-mail Server ............................................................................................ 6-76.3.4 Adding a WebDAV Server ........................................................................................ 6-76.3.5 Adding an FTP Server ............................................................................................... 6-76.4 Understanding the Report and Delivery Processors ........................................................ 6-86.5 Managing Report Processing and Delivery Server Load .................................................. 6-86.6 Diagnosing Report Processing Issues ............................................................................... 6-9

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6.6.1 Using the Scheduler Diagnostics Page ....................................................................... 6-96.7 Configuring System Properties for Reporting ................................................................ 6-106.8 Setting Up Reports to Run as Scheduled Processes ........................................................ 6-106.9 Setting Up Reports for Scheduling in the Reports and Analytics Pane .......................... 6-11

A Supported Descriptive Flexfields

B Mapping Between Oracle Fusion Offerings and Transactional Business Intelligence Subject Areas

B.1 Oracle Fusion Applications - Subject Area Mapping Table ..............................................B-1B.2 Generating a Permissions Report ...................................................................................B-12

vii

Preface

This guide describes some basic administration tasks for Oracle Business Intelligence in the Oracle Fusion Applications environment, including basic configuration, security, importing flexfields, and navigation within the Oracle Business Intelligence platform.

AudienceThis document is intended for administrators and implementors who configure and maintain the Oracle Fusion Applications environment.

Documentation AccessibilityFor information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Related DocumentsFor more information, see the following Oracle documents:

■ Oracle Fusion Applications Administrator’s Guide

■ Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition

■ Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition

■ Oracle Fusion Middleware Administrator’s Guide for Oracle Business Intelligence Publisher

■ Oracle Fusion Applications Installation Guide

ConventionsThe following text conventions are used in this document:

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Convention Meaning

boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

1

Introduction 1-1

1Introduction

[2] Oracle Fusion Applications uses the Oracle Business Intelligence platform to provide reports and analytics. This chapter introduces the types of reports included with Oracle Fusion Applications and tools you can use to manage reporting. It includes the following topics:

■ Reports and Analytics in Oracle Fusion Applications

■ Tools for Administering Reports and Analytics

■ The Business Intelligence Presentation Catalog: Where You Store and Manage Your Reports and Analytics

■ Troubleshooting

1.1 Reports and Analytics in Oracle Fusion ApplicationsReports and analytics in Oracle Fusion Applications are built with Oracle Business Intelligence platform. When you installed and configured Oracle Fusion Applications you installed the Oracle Business Intelligence components to enable the reporting and analytical features of your applications.

Oracle Fusion applications provide different report types to satisfy different reporting requirements. Oracle Business Intelligence provides several tools to meet the various reporting requirements in Oracle Fusion Applications. The report types and tools are:

Analytics (analyses or analytical reports) are visualizations (such as charts and tables) of a specific set of data. An analysis can be embedded into an application page, or included as a component of a dashboard. Analyses are generally interactive and provide ad hoc analysis capabilities to enable the user to customize the presentation of the data in real time.

Dashboards are a collection of reporting components grouped together to deliver a coherent view of related data. A single dashboard could be comprised of analyses, reports, and prompts, for example. Examples of dashboards include:

■ Employee Expenses dashboard in Fusion Financials

■ Absence and Accrual dashboard in Fusion Human Capital Management

■ Project Management dashboard in Fusion Project Portfolio Management

The analyses and dashboards embedded in your applications can report on real-time transactional data or on historical data. Reports based on real-time data use Oracle Transactional Business Intelligence. Reports based on historical data use Oracle Business Intelligence Applications.

Tools for Administering Reports and Analytics

1-2 Product Title/BookTitle as a Variable

Operational reports are static reports that meet operational and statutory reporting requirements. Operational reporting includes the generation of high-volume business documents such as payroll and invoices. Oracle Business Intelligence Publisher is the component of Oracle Business Intelligence that provides this functionality within Oracle Fusion Applications. Many reports are delivered with your applications. Examples include:

■ Total Compensation Statement Report (Human Capital Management)

■ Purchase Agreement Report (Procurement/Purchasing)

■ Journals Check Report (Financials/General Ledger)

1.2 Tools for Administering Reports and AnalyticsOracle Business Intelligence includes several components, each providing specific functionality to enable you to modify and administer your Oracle Fusion Applications reports and analytics.

■ Oracle Fusion Applications includes the Oracle BI repository (RPD), which contains the metadata upon which reports and analytics are built. The Oracle BI Administration Tool client is a Windows application that you use to edit the Fusion Applications RPD based on your reports and analytics needs.

You can use the Administration Tool to perform data modeling tasks such as add new fact or dimension tables, reorganize Presentation layer metadata, and create BI view objects for tables. See Chapter 8: Modifying the Oracle Business Intelligence Repository for Customized Analytics in Oracle Fusion Applications Extensibility Guide for Developers for more information.

■ The Catalog Manager enables you to perform online and offline management of the Oracle BI Presentation Catalog. Tasks that you can perform with the Catalog Manager include managing folders, shortcuts, global variables, and Oracle BI objects such as analyses, filter, prompts, and dashboards; view and edit catalog objects in XML, and search for and replace catalog text.

■ The Oracle BI Presentation Catalog is where you interact directly with your Oracle Fusion Applications reports and analyses. Use this interface to manage permissions, properties, and organization of your reporting components.

■ Use the Oracle Business Intelligence Publisher administration pages to configure settings specific to the running and scheduling of BI Publisher reports, such as setting up your delivery servers, managing scheduler work load, and setting run-time properties for reports.

Note: Transactional Business Intelligence reports are constructed queries and reports that run in real time against the transactional schema supported by a layer of view objects. These are configured and deployed during provisioning.

Oracle Business Intelligence Applications uses Oracle Business Analytics Warehouse, a unified data repository for all customer-centric data that supports the analytical requirements of Oracle Business Intelligence Applications. Oracle Business Intelligence Applications supplies the warehouse database schema and the logic that extracts data from the Oracle Fusion Applications transactional database and loads it to the warehouse.

The Business Intelligence Presentation Catalog: Where You Store and Manage Your Reports and Analytics

Introduction 1-3

■ Oracle Enterprise Manager Cloud Control (12c) enables you to monitor your IT environment unattended. Enterprise Manager is delivered with a predefined set of performance and health metrics that enable you to monitor key environment components, access real-time performance charts, and perform strategic tasks such as trend analysis and reporting.

1.3 The Business Intelligence Presentation Catalog: Where You Store and Manage Your Reports and Analytics

Reports, analyses, and dashboards used in applications pages are stored in the Business Intelligence Presentation catalog. The Oracle BI Presentation Catalog stores the applications content in a directory structure of individual files. To administer reports in Fusion applications you must understand how to:

■ Navigate to the Catalog

■ Identify objects in the catalog

1.3.1 Navigating to the CatalogNavigate to the Oracle BI Presentation Catalog as follows:

1. On the Navigator, under Tools, click Reports and Analytics.

2. In the Reports and Analytics pane, click Browse Catalog.

You are redirected to the Oracle BI Catalog within Oracle Business Intelligence.

The Business Intelligence Presentation Catalog: Where You Store and Manage Your Reports and Analytics


1.3.2 Identifying Objects in the CatalogOracle Fusion Applications reports and components are organized by product family in the catalog typically as follows (components may differ by product):

Shared Folders- Product Family Folder (example: Financials)

- - Product folders (example: Payables)

--- Reporting group folders (example: Invoices)

--- Data Models folder

--- Dashboard reports

--- Prompts folder

--- Report Components folder (contains the analyses)

--- Reports

A sample of this organization is shown in Figure 1–1.

Troubleshooting

Introduction 1-5

Figure 1–1 Organization of the BI Catalog

Table 1–1 describes the common reporting components that you find in the catalog.

1.4 TroubleshootingFor troubleshooting information, see "Troubleshooting Oracle Fusion Reports" in the Oracle Fusion Applications Administrator’s Guide.

Table 1–1 Most Common Catalog Objects

Catalog Object Description

Analysis

Located in the Report Components folder.

Analyses are used primarily by dashboards.

Dashboard folder

Located in the reporting group folder

Dashboard Prompt

Located in the Prompts folder

Used in dashboards

Filter

Located in Prompts folder

Used in dashboards and analyses

Report (Operational report created by BI Publisher)


Data Model

Located in the Data Models folder

Used by reports created with BI Publisher

Subtemplate


Used by reports created with BI Publisher

Troubleshooting


2

Functional Setup Tasks for Transactional Business Intelligence 2-1

2Functional Setup Tasks for TransactionalBusiness Intelligence

[3] Some configuration tasks are required after you install Oracle Fusion Applications. This chapter describes the tasks that are listed in the Functional Setup Manager.

■ Displaying Tasks in the Functional Setup Manager

■ Assigning Security Profiles to Job Roles

■ Managing User Currency Preferences

2.1 Displaying Tasks in the Functional Setup ManagerAfter you install Oracle Fusion Applications go to the Setup and Maintenance page to view tasks for Oracle Transactional Business Intelligence.

To view the tasks in the Setup and Maintenance page:

1. Click the Navigator and then select Setup and Maintenance.

2. In the Setup and Maintenance page, search for "Transactional Business Intelligence".

The following set of tasks displays (also shown in Figure 2–1):

■ Optimize Transactional Business Intelligence Repository

Optimization is now automated during the provisioning process. No further action is required to configure your system.

■ Manage Transactional Business Intelligence Connections

Connections are set up as part of the provisioning process. No further action is required to configure your system.

■ Manage Security for Transactional Business Intelligence

To make changes to the default security configuration see "Securing Reports and Analytics."

■ Configure Key Flexfields for Transactional Business Intelligence

See "Configure Key Flexfields for Transactional Business Intelligence."

■ Configure Descriptive Flexfields for Transactional Business Intelligence

See "Configure Descriptive Flexfields for Transactional Business Intelligence."

■ Import Essbase Cubes into Transactional Business Intelligence Repository for Financials General Ledger

Assigning Security Profiles to Job Roles

2-2 Administering Reports and Analytics

Seeded Essbase cubes are automatically configured.

■ Manage User Currency Preferences in Transactional Business Intelligence

See "Managing User Currency Preferences."

Figure 2–1 Transactional Business Intelligence Setup Tasks

2.2 Assigning Security Profiles to Job RolesUsers of Transactional Business Intelligence must access some person data to successfully run certain reports. To provide this access, assign a predefined security profile to relevant job or abstract roles. Use the Oracle Fusion Human Capital Management (HCM) setup task Manage Data Role and Security Profiles in the Setup and Maintenance work area.

The following example shows how to assign a security profile to a job or abstract role to enable users with that role to access person data. This task is required for users of Transactional Business Intelligence who do not also use Oracle Fusion Human Capital Management (HCM).

Prerequisite: You must have the IT Security Manager role.

To assign a security profile to a job or abstract role:

1. Select Navigator.

2. Under Tools, select Setup and Maintenance.

3. On the Overview page, select the All Tasks tab and search for the task Manage Data Role and Security Profiles.



4. In the Search results table, click Go To Task.

5. In the Manage Data Roles and Security Profiles page, enter the Role (for example, Warehouse Manager) and click Search.

6. In the search results, select the job role (for example, Warehouse Manager) and click Edit.

7. On the Edit Data Role: Role Details page, click Next.



8. In the Person Security Profile field on the Edit Data Role: Security Criteria page, select the security profile View All Workers.

9. Click Review.

10. On the Edit Data Role: Review page, click Submit.

On completion of this task, Oracle Fusion Data Security is updated automatically for roles being used to access Transactional Business Intelligence.

The following table identifies, by Oracle Fusion product, the roles that access person data and the predefined security profile that you assign to each role.

Product Job or Abstract Role Security Profile

Assets Asset Accountant View All Workers

Assets Accounting Manager View All Workers

Enterprise Planning and Budgeting

Budget Analyst View All Workers

Enterprise Planning and Budgeting

Budget Manager View All Workers

Financial Consolidation Hub Consolidation Accountant View All Workers

Financial Consolidation Hub Consolidation Manager View All Workers

Financials Common Module Intercompany Accountant View All Workers

General Ledger Financial Analyst View All Workers

General Ledger General Accountant View All Workers

General Ledger General Accounting Manager View All Workers

Incentive Compensation Incentive Compensation Participant Manager

View Manager Hierarchy

Inventory Management Warehouse Manager View All Workers

Project Foundation Project Accountant View All Workers

Project Foundation Project Administrator View All Workers

Managing User Currency Preferences


For example, as part of their Transactional Business Intelligence setup:

■ Oracle Fusion Assets implementors must assign the predefined security profile View All Workers to the Asset Accountant and Asset Accounting Manager job roles.

■ Oracle Fusion Incentive Compensation implementors must assign the predefined security profile View Manager Hierarchy to the Incentive Compensation Participant Manager abstract role.

The security profiles that HCM roles use to access Transactional Business Intelligence are assigned during the setup of HCM data security. No additional setup is required for Transactional Business Intelligence purposes.

2.3 Managing User Currency PreferencesThis section provides instructions for enabling user currency preference settings for BI Applications. This section contains the following topics:

■ "Enabling the Currency User Preference File" on page 2-5

■ "Editing Currency Display Names" on page 2-6

2.3.1 Enabling the Currency User Preference FileThe Currency User Preference file is userpref_ currencies_OTBI.xml. The file instanceconfig.xm used by Oracle BI Presentation Services must point to this file. To do this, modify the UserprefCurrenciesConfigFile parameter in instanceconfig.xml to point to userpref_ currencies_OTBI.xml.

Both the instanceconfig.xml and userpref_currencies_OTBI.xml files are located in the following directory: INSTANCE_ HOME\config\OracleBIPresentationServicesComponent\coreapplication_obips1

To enable the user currency preference file:

1. Access the following directory on the Oracle BI instance: INSTANCE_ HOME\config\OracleBIPresentationServicesComponent\coreapplica tion_obips1

2. Open the file instanceconfig.xml for editing.

3. Modify the UserprefCurrenciesConfigFile parameter in instanceconfig.xml to point to userpref_currencies_OTBI.xml.

4. Click Save and close instanceconfig.xml.

5. Using OPMN, restart Presentation Services.

Project Foundation Project Billing Specialist View All Workers

Purchasing Buyer View All Workers

Sourcing Category Manager View All Workers

Sourcing Sourcing Project Collaborator View All Workers

Product Job or Abstract Role Security Profile

Managing User Currency Preferences


2.3.2 Editing Currency Display NamesOracle Business Intelligence is installed with a set of preferred currencies with configured Preferred Currency Codes and Preferred Currency Names. You can use the predefined Currency Display Names, or you can specify new Currency Display Names as described in this section. You edit Preferred Currency Name values to change the currency labels that are displayed in all modules associated with BI dashboards. For example, you might want to change the "Local Currency" label from "Ledger Currency" to "Local Currency".

To edit a Currency Display Name:

1. Open a file editing application which enables you to edit .xml files.

2. Open the userpref_ currencies_OTBI.xml file.

3. Follow the instructions listed in userpref_ currencies_OTBI.xmlto edit the currency to be displayed to the users in the drop-down list.

4. Save userpref_ currencies_OTBI.xml.

5. Open the usercurrencymessages.xml file.

6. Follow the instructions in userpref_ currencies_OTBI.xml to create the corresponding file to display the currency name in the proper location for localization purposes.

7. Save usercurrencymessages.xml.

Note: Keep userpref_ currencies_OTBI.xml open because it contains instructions needed in the following steps.

3

Configuring Flexfields for Business Intelligence 3-1

3Configuring Flexfields for BusinessIntelligence

[4] To include flexfields in transactional Business Intelligence reporting you must enable them for BI. This section describes how to first enable them and then import them to the Oracle BI Repository (RPD).

■ Configure Key Flexfields for Transactional Business Intelligence

■ Setting up the GL Accounting Segment

■ Designating GL Accounting Segment Instances as BI-enabled

■ Configure Descriptive Flexfields for Transactional Business Intelligence

■ Designating Extensible Flexfields as BI-Enabled

■ Importing Changes to Flexfields Automatically

■ Disabling Flexfields as BI Enabled

3.1 Configure Key Flexfields for Transactional Business IntelligenceTo include flexfields in your Transactional Business Intelligence reporting you must enable them for BI. This section describes how to first enable them and then import them to the RPD.

■ Section 3.1.1, "Enabling Key Flexfields for Business Intelligence Reporting"

■ Section 3.1.2, "Supported Key Flexfields"

3.1.1 Enabling Key Flexfields for Business Intelligence ReportingTo enable key flexfields for BI:

1. Navigate to Manage Key Flexfields in Oracle Fusion Applications.

2. Enter your search value in Key Flexfield Code.

3. Click the Manage Structure Instances button.

4. Enter your search value in Structure Instance Code.

5. Click Edit to display the Edit Key Flexfield Structure Instance dialog as shown in Figure 3–1.

Configure Key Flexfields for Transactional Business Intelligence


Figure 3–1 Edit Key Flexfield Segment Instance Dialog

6. Select the BI Enabled check box.

7. Click OK.

8. For each flexfield segment instance, repeat steps 5 through 7.

9. Click Save.

10. Populate the BI Object Name for each of the segment labels:

a. Query the Key Flexfield Code in the Manage Key Flexfields window.

b. From the Actions menu, select Manage Segment Labels as shown in Figure 3–2, "Manage Key Flexfields".

Figure 3–2 Manage Key Flexfields

c. Populate the BI Object Name for each segment label to be mapped in the RPD as shown in Figure 3–3, "Manage Segment Labels".

Do not modify the BI Object Name for the following qualified segment labels:

Note: The BI Object Name is the Logical Table name in the RPD used as the dimension for the corresponding segment.

Configure Key Flexfields for Transactional Business Intelligence


For all non-qualified segment labels, the BI Object name must be populated with one of the following:

– Dim - GL Segment1










Figure 3–3 Manage Segment Labels

d. Click Deploy Flexfield.

e. Click Save and Close.

3.1.2 Supported Key FlexfieldsUse key flexfields to store internally defined codes unique to a particular business. These codes can specify part numbers, general ledger accounts, or other business entities.

Table 3–1 BI Object Names for Qualified Segment Labels

Segment Label Code BI Object Name

FA_COST_CTR Dim - Cost Center

GL_BALANCING Dim - Balancing Segment

GL_ACCOUNT Dim - Natural Account Segment

Note: Before you deploy a flexfield, you must access the Chart of Accounts Instance and assign the newly created segment label to the appropriate segment in the Chart of Accounts (see "Assigning Unique Segment Labels" on page 3-6).

Setting up the GL Accounting Segment


Table 3–2, " Supported Key Flexfields" lists the supported key flexfields for the corresponding key flexfield dimensions.

3.2 Setting up the GL Accounting SegmentThe Accounting Key Flexfield identifies GL accounts. A chart of accounts segment is a component of the Accounting Key Flexfield. Each segment has a value set attached to it to provide formatting and validation of the set of values used with that segment. The combination of segments creates the account combination used for recording and analyzing financial transactions.

Examples of segments that may be found in a chart of accounts structure include:

■ Company

■ Cost center

■ Department

■ Division

■ Region

■ Account

■ Product

■ Program

■ Location

The Natural Account segment of the Fusion General Ledger Accounting Key Flexfield defines the account that is used in the account combination to record transactions. Setting up the Natural Account segment of the Accounting Key Flexfield consists of the performing the following tasks:

1. "Understanding Accounting Key Flexfields" on page 3-5

2. "Identifying Accounting Key Flexfield Segments" on page 3-5

3. "Defining Segment Labels" on page 3-6

Table 3–2 Supported Key Flexfields

Product Area Key Flexfield Dimension

Fixed Assets Category Dim - Asset Category

Fixed Assets Location Dim - Asset Location

General Ledger Accounting Dim - Balancing Segment

Dim - Cost Center

Dim - Natural Account

Payroll Costing Dim - Costing Segments

Supply Chain Management Locator Dim - Inventory Org

Supply Chain Management Item Category Dim - Item

Note: You must set up your Chart of Accounts (COA) as part of implementing Oracle Fusion Applications or Oracle Fusion Accounting Hub.



4. "Assigning Unique Segment Labels" on page 3-6

5. "Performing Column Flattening" on page 3-6

6. "Deploying Accounting Key Flexfields" on page 3-7

3.2.1 Understanding Accounting Key Flexfields

The logical segment dimensions in the RPD metadata are Dim – Cost Center, Dim – Balancing Segment, Dim – Natural Account Segment and all Dim – GL Segmentn dimensions. These dimension tables will be populated from a Tree value object or from a Value Set value object depending on whether a tree was associated with the segment in the Fusion Applications setup:

■ For each segment associated with trees, two value objects will be generated (Tree and TreeCode) with the following naming structure:

FscmTopModelAM.AccountBIAM.FLEX_TREE_VS_ segmentlabel _VI & FscmTopModelAM.AccountBIAM.FLEX_TREECODE_VS_ segmentlabel _VI

■ For each segment without trees, one view object will be generated with the following naming structure:

FscmTopModelAM.AccountBIAM.FLEX_VS_ XXX _VIIn addition to the segment dimension tables, the BI Extension process also extends Flex BI Flattened VO; FscmTopModelAM.AccountBIAM.FLEX_BI_Account_VI. This view object will have a pair of columns for each segment; segmentlabel _ and segmentlabel _c.

For example, for your Cost Center segment which has the segment label FA_COST_CTR, there will be two columns in this view object, named FA_COST_CTR_ and FA_COST_CTR_c.

3.2.2 Identifying Accounting Key Flexfield SegmentsFor each Chart of Accounts (Accounting Key Flexfield) used to analyze Transactional Business Intelligence facts, identify the segments of the chart of accounts and map them to the Transactional Business Intelligence GL Accounting Segment logical dimensions as shown in Table 3–3, " Accounting Flexfield Segment to GL Accounting Segment Logical Dimension Mapping".

Note: For detailed information on configuring the accounting key flexfield, see the Fusion Applications Financials Implementation Guide located in the Oracle Fusion Applications Documentation Library.

Table 3–3 Accounting Flexfield Segment to GL Accounting Segment Logical Dimension Mapping

Accounting Key Flexfield Segment Segment LabelTransactional Business Intelligence GL Accounting Segment logical dimension

Balancing GL_BALANCING Dim – Balancing Segment

Natural Account GL_ACCOUNT Dim – Natural Account Segment

Cost Center FA_COST_CTR Dim – Cost Center

Other segments to be equalized across the charts of accounts

Other unique segment label

Dim – GL Segment n where n is an integer from 1 to 10



3.2.3 Defining Segment LabelsYou must assign a unique segment label to the charts of accounts segments that are the balancing segments or the natural account segments. Other segment labels are optional and can be assigned as needed.

3.2.4 Assigning Unique Segment LabelsYou must assign a segment label to the chart of accounts segments that are used for specific purposes; for example, assign the Primary Balancing segment label to the segment used for your company or legal entities to provide a correct recording of intercompany transactions and company analysis.

To assign unique segment labels to charts of accounts segments:

1. Launch the Manage Charts of Accounts task and then navigate to the Manage Chart of Accounts window.

2. In the Search section, enter the GL# for the Key Flexfield Code and then click the Search button.

3. In the Search Results section, select Accounting Flexfield and then click the Manage Structures button to navigate to Manage Key Flexfield Structures.

4. In the Search section, enter the chart of accounts code or the name for Structure Code or Name, and then click the Search button.

5. In the Search Results section, select the chart of accounts and then click Edit to navigate to the Edit Key Flexfield Structure window.

6. Select the Enabled check box to code-enable the Structure code.

7. In the Segments section, select the applicable segments and then click Edit to navigate to the Edit Key Flexfield Segment window.

8. Select the Enabled check box to enable the segments.

9. In the Segment Labels section, select the unique segment labels to equalize the segments across the charts of accounts, and then click the right arrow to move the segments to the selected list.

10. Click Save and Close to return to the Edit Key Flexfield Structure window.

11. Click Done to return to the Manage Key Flexfields window.

3.2.5 Performing Column FlatteningPerform column flattening for the account hierarchies needed for analysis in Transactional Business Intelligence.

To flatten columns for account hierarchies:

1. Launch Manage Trees and Tree Versions and navigate to the Manage Trees and Tree Versions window.

2. In the Search section, enter GL_ACCT_FLEX for the Tree Structure Code and the involved tree code or name, and click Search.

3. In the Search Results section, select the tree version you want to flatten and choose Column Flattening from the Actions drop-down menu.

4. Click the Online Flattening button to launch the flattening job immediately or click the Schedule Flattening button to schedule the flattening job according to your requirements.

Designating GL Accounting Segment Instances as BI-enabled


3.2.6 Deploying Accounting Key FlexfieldsAfter you have set up accounting key flexfields, you must deploy them.

To deploy accounting key flexfields:

1. Access Manage Chart of Accounts from Setup and Maintenance.

2. Click Search.

3. Use the horizontal scroll bar (if necessary) to find the column Deployment Status.

4. Click the icon under the heading.

5. Select Edited.

6. Click Deploy Flexfield.

7. Monitor the Deployment Status.

8. When 100% is reached in the deployment status, click OK.

9. Verify that a green check mark displays under the Deployment Status column.

10. Click Done.

3.2.6.1 Deployment StatusAccounting key flexfields have one of the following statuses:

■ Edited: The flexfield definition has not been deployed or changes have been made to the structure, the structure instances, or the value sets.

■ Patched: The flexfield definition has been modified through a patch, but the flexfield has not yet been deployed so the patched definition is not reflected.

■ Deployed to Sandbox: The flexfield is deployed and available in a flexfield-enabled sandbox.

■ Deployed: The flexfield definition is deployed and available to end users.

■ Error: The deployment attempt failed.

3.3 Designating GL Accounting Segment Instances as BI-enabledSpecify the applicable chart of accounts segment instances that are BI enabled to make them available for use in Transactional Business Intelligence.

To specify the chart of accounts segment instances as BI-enabled:

Note: For more information on Key Flexfields, Trees and their management, see the Oracle Fusion Applications Developer’s Guide.

Note: For background information on accounting key flexfields, including why they are deployed, how deployment status is calculated, and how accounting key flexfields work with other metadata, see the Oracle Fusion Applications Financials Implementation Guide.

Configure Descriptive Flexfields for Transactional Business Intelligence


1. In the Search Results section of the Manage Key Flexfields window, select Accounting Flexfield, and then click the Manage Structure Instances button to navigate to the Manage Key Flexfield Structure Instances window.

2. In the Search section, select the chart of accounts for Structure Name and click the Search button.

3. In the Search Results section, select the structure instance and click Edit to navigate to the Edit Key Flexfield Structure Instance window.

4. Check the Enabled check box to code-enable the structure instance.

5. In the Segment Instances section, select the segment instances and click Edit. to update.

6. Check the Business Intelligence enabled check box in the Edit Key Flexfield Segment pop-up window and click OK to return to Edit Key Flexfield Structure Instance window.

7. After you have enabled all applicable segment instances for Business Intelligence, click Save and Close to save the changes and return to the Edit Key Flexfield Structure Instance window.

8. Repeat steps 2 - 6 for each chart of accounts to enable all the applicable segment instances for Business Intelligence.

9. Click Done to return to the Manage Key Flexfields window.

10. After you have configured all the charts of accounts, click the Deploy Flexfield button to deploy Accounting Flexfield and make the latest definition available for use.

3.4 Configure Descriptive Flexfields for Transactional Business Intelligence

Use descriptive flexfields to track unique information not typically found on business forms. The descriptive flexfields capture details that are vital yet would clutter a form if present. For example, an asset form could become unwieldy if it contained many specific details about the asset, yet the user still needs access to the details. Descriptive flexfields provide a place to store these details.

Descriptive flexfields provide a way for you to add custom attributes to entities and to define validation and display properties for them. A descriptive flexfield is a logical grouping of attributes (segments) that are mapped to a set of extension columns which are shipped as part of Oracle Fusion Applications tables.

For a list of supported descriptive flexfields, see Appendix A, "Supported Descriptive Flexfields".

■ Section 3.4.1, "Designating Descriptive Flexfields as BI-enabled"

■ Section 3.4.2, "Configure Descriptive Flexfield Segments"

3.4.1 Designating Descriptive Flexfields as BI-enabledTo designate descriptive flexfields as BI-enabled:

1. Access Oracle Fusion Applications.

Note: Each segment instances must be selected individually.

Configure Descriptive Flexfields for Transactional Business Intelligence


2. Navigate to Setup and Maintenance.

3. Navigate to the Edit Descriptive Flexfields window as shown in Figure 3–4, "BI-enabled Check Box".

Figure 3–4 BI-enabled Check Box

4. Enter the Descriptive Flexfield Name.

5. Optional: Enter a Description.

6. Check the BI Enabled check box on the desired descriptive flexfields.

7. Click OK.

8. Click Save.

3.4.2 Configure Descriptive Flexfield SegmentsIf a descriptive flexfield has been enabled for Oracle Business Intelligence, you can enable global and context segments for Oracle Business Intelligence, and you can select segment labels. See the Configuring Flexfields section of the Using Flexfields for Custom Attributes chapter of the Oracle Fusion Applications Extensibility Guide.

To configure descriptive flexfield segments:

1. Navigate to the Setup and Maintenance window.

2. Navigate to the Manage Descriptive Flexfields window as shown in Figure 3–5, "Descriptive Flexfield Segments"

Designating Extensible Flexfields as BI-Enabled


Figure 3–5 Descriptive Flexfield Segments

3. If the BI Enabled check box is cleared, select it.

4. Select the options for deployment of the descriptive flexfields as shown in Figure 3–6, "Descriptive Flexfield Deployment Options".

Figure 3–6 Descriptive Flexfield Deployment Options

3.5 Designating Extensible Flexfields as BI-EnabledExtensible flexfields are BI-enabled if at least one segment in a context is BI enabled.

To designate extensible flexfields as BI-enabled:



3. Navigate to Manage Extensible Flexfields as shown in Figure 3–7, "Managing Extensible Flexfields".

Designating Extensible Flexfields as BI-Enabled


Figure 3–7 Managing Extensible Flexfields

4. Enter the extensible flexfield Name; for example, "Organization Information EFF."

5. Select the applicable extensible flexfield and click Edit to navigate to Edit Extensible Flexfield as shown in Figure 3–8, "Editing Extensible Flexfields".

Figure 3–8 Editing Extensible Flexfields

6. Select the applicable Category. The category contexts are populated automatically.

7. Click Manage Contexts to navigate to Manage Contexts.

8. Select the applicable Context and click Edit to navigate to Edit Context as shown in Figure 3–9, "Editing Contexts".

Importing Changes to Flexfields Automatically


Figure 3–9 Editing Contexts

9. Select the applicable Segment and click Edit to navigate to Edit Segment as shown in Figure 3–10, "Editing Segments".

Figure 3–10 Editing Segments

10. Check the BI Enabled check box displayed at the bottom of the screen.

11. Click Save.

3.6 Importing Changes to Flexfields AutomaticallyThis section discusses importing changes to flexfields automatically.

■ "Overview of Importing Flexfield Changes" on page 3-12

■ "Running the Import Job" on page 3-13

3.6.1 Overview of Importing Flexfield ChangesUse the "Import Oracle Fusion Data Extensions for Transactional Business Intelligence" job to automatically import the following types of changes:

■ Key Flexfield changes

■ Descriptive Flexfield changes

■ Extensible Flexfield changes

Importing Changes to Flexfields Automatically


The "Import Oracle Fusion Data Extensions for Transactional Business Intelligence" job imports extensible data, including data in descriptive flexfield segments, key flexfield segments, and General Ledger balances in Essbase cubes, into Transactional Business Intelligence.

If you have changes to key flexfields and descriptive flexfields, you can import all the changes in the same job.

3.6.2 Running the Import JobThere are two ways to run the "Import Oracle Fusion Data Extensions for Transactional Business Intelligence" job:

To run the "Import Oracle Fusion Data Extensions for Transactional Business Intelli-gence" job in Fusion Applications:

1. In Fusion Applications, access the Scheduled Processes window:

2. Select Search and Select: Name.

3. Highlight Import Oracle Fusion Data Extensions for Transactional Business Intelligence.

4. Click OK.

5. Schedule the job.

Caution: Oracle strongly recommends that you back up the Oracle Business Intelligence Enterprise Edition before importing any flexfield changes.

Caution: Running the "Import Oracle Fusion Data Extensions for Transactional Business Intelligence" job will disconnect all users from the server. Do not run this job when maintenance operations or system updates are being performed on the server.

Disabling Flexfields as BI Enabled


3.6.2.1 Job Status ConditionsWhen the job is finished, the biExtenderCMDUtility.jar writes the status of the job into the JNDI fileess_biExtenderEssJob_jobStatus which can be viewed in Oracle WebLogic Server:

The job status will display one of the following conditions:

■ INIT: The job has just begun and is waiting for the extender command line JAR to update the status with more details.

■ COMPLETED_NO_EXTENSION_NEEDED: No new Flex changes were detected in any of the fusion sources; because the RPD is already synchronized with all FLEX changes, no changes were made in the RPD.

■ COMPLETED: The RPD was successfully updated with Flex changes and uploaded into the BI server.

■ FAILED: Error conditions exist which require manual intervention.

3.6.2.2 Successful Import JobIf the Import Job is successful, you will be available to do the following:

■ You can query subject areas by segment dimensions such as Balancing Segment and Cost Center.

■ You can access DFF attributes for analyses.

■ You can use the "General Ledger - Balances Real Time" subject area to query ESSBASE cubes.

3.7 Disabling Flexfields as BI EnabledThere may be times (such as during development phases) when you try using a flexfield and later determine it is no longer needed. If you have created a flexfield that you no longer want to use or report against, you can disable the flexfield as BI-enabled.

Note: If you are considering disabling flexfields, keep in mind that any flexfields created in Oracle Fusion Applications must be designated as BI-enabled to be exposed in Transactional Business Intelligence. If you disable a flexfield, it cannot be deployed. Also, error conditions may occur if you disable a descriptive flexfield that has been implemented.



■ "Disabling Key Flexfields as BI-Enabled" on page 3-15

■ "Disabling Descriptive Flexfields as BI-Enabled" on page 3-15

■ "Disabling Extensible Flexfields as BI-Enabled" on page 3-16

3.7.1 Disabling Key Flexfields as BI-EnabledTo disable key flexfields as BI-enabled:

1. Navigate to Manage Key Flexfields in Oracle Fusion Applications.

2. Enter your search value in Key Flexfield Code.

3. Click the Manage Structure Instances button.

4. Enter your search value in Structure Instance Code.

5. Click Edit.

The Edit Key Flexfield Structure Instance dialog box displays as shown in Figure 3–1, "Edit Key Flexfield Segment Instance Dialog".

Figure 3–11 The BI-Enabled check box

6. In Edit Key Flexfield Segment Instance, clear the BI Enabled check box.

7. Click OK.

8. Click Save.

3.7.2 Disabling Descriptive Flexfields as BI-EnabledTo disable descriptive flexfields as BI-enabled:



3. Navigate to the Edit Descriptive Flexfields. window as shown in Figure 3–12, "BI-enabled Check Box"



Figure 3–12 BI-enabled Check Box

4. Enter the Descriptive Flexfield Name.

5. Clear the BI Enabled check box on the desired descriptive flexfields.

6. Click OK.

7. Click Save.

3.7.3 Disabling Extensible Flexfields as BI-EnabledTo disable extensible flexfields as BI-enabled:



3. Navigate to Manage Extensible Flexfields as shown in Figure 3–7, "Managing Extensible Flexfields".

Figure 3–13 Managing Extensible Flexfields

4. Enter the extensible flexfield Name; for example, "Organization Information EFF."

5. Select the applicable extensible flexfield and click Edit to navigate to Edit Extensible Flexfield as shown in Figure 3–8, "Editing Extensible Flexfields".



Figure 3–14 Editing Extensible Flexfields

6. Select the applicable Category. The category contexts are populated automatically.

7. Click Manage Contexts to navigate to Manage Contexts.

8. Select the applicable Context and click Edit to navigate to Edit Context as shown in Figure 3–9, "Editing Contexts".

Figure 3–15 Editing Contexts

9. Select the applicable Segment and click Edit to navigate to Edit Segment as shown in Figure 3–10, "Editing Segments".



Figure 3–16 Editing Segments

10. Clear the BI Enabled check box displayed at the bottom of the screen.

11. Click Save.

4

Managing Report Availability 4-1

4Managing Report Availability

[5] A key administration task is managing the organization and availability of your reports. Reports reside in the Business Intelligence catalog but are typically accessed through the reporting pane. This chapter describes how to perform the tasks required for managing your report components in the catalog and displaying the appropriate reports to the appropriate users in the reporting pane.

This chapter includes the following topics:

■ Managing Catalog Folders

■ Mapping Reports to Work Areas

■ Moving Reports and Analytics

4.1 Managing Catalog FoldersThe catalog is organized into folders that are either shared or personal.

■ Creating Folders

■ Setting Folder Properties

4.1.1 Creating FoldersTo create a folder:

1. In the catalog, navigate to the desired location of the new folder in the Folders pane.

2. In the catalog toolbar, click New, and select Folder.

3. In the New Folder dialog, enter the folder name, and click OK.

4.1.2 Setting Folder PropertiesYou can access the properties of any object or folder to perform tasks such as viewing system information or changing ownership. All other users can only access and modify the properties of the objects that they create or own.

To set folder properties:

1. In the catalog, select the folder to which you want to assign properties.

2. In the Tasks pane click Properties.

3. In the Properties dialog, select the following field values:

Mapping Reports to Work Areas


■ Attributes

– Hidden — Specifies that the object is hidden

– System — Specifies that the object is a system object

– Read Only — Specifies that the object is read-only.

– Do not Index — Excludes the object from the index used by the full-text catalog search. Excluded objects do not display in the results of any full-text catalog search; the object can still be found using the basic catalog search.

■ Ownership

Use this area in the Properties dialog to take ownership of a folder or object in the catalog. This area displays only if the proper privileges were assigned to the user, group, or role. Note that the owner of an object or folder cannot automatically access the object or folder.

– Set Ownership of this item — Click to become the owner of the folder.

– Set Ownership of this item and all subitems — Click to become the owner of the folder and any subfolders or subitems contained within the item. For example, if you click this link for a dashboard folder, then you take ownership of all of the dashboard's components.

4.2 Mapping Reports to Work AreasTo display reports in the Reports and Analytics Pane for a specific user or role, you map the reports to the work area to which the user or role is a member. Any mapping changes you make apply to all users with access to the mapped work areas.

For a user to view or run the report, he must be granted permissions on the report in the Oracle BI Presentation Catalog. You can also restrict access to specific reports for specific users by setting permissions on the reporting objects in the catalog. See "Securing BI Publisher Reports and Related Components."

Oracle Business Intelligence Publisher reports must be registered as processes to be submitted from the Reports and Analytics pane.

Mapping Reports to Work Areas


To map reporting objects to work areas:

1. Click Navigator and then select Setup and Maintenance.

2. In the Setup and Maintenance page, search for "Map Reports to Work Areas".

3. In the Search Results table, click Go to Task.

4. Select an Application and a Work Area and click search.

5. Click Select and Add.

6. Click All to navigate down the folder structure to find the reporting object you want to map to the work area.

Moving Reports and Analytics


7. Select the report and click Apply.

8. Click OK.

9. In the Map Reports to Work Areas task, click Save.

4.3 Moving Reports and AnalyticsArchiving enables you to bundle the entire catalog, specific folders, or multi-component objects (for example, dashboards) as a catalog file and upload the .catalog file to unarchive the data to another location in the catalog. This process enables you to transfer specific data across environments. For example, you can use this feature to transfer data from a development environment to a production environment.

To create an archive file:

1. Locate the object in the catalog.

2. Select More and then select Archive.

3. In the Archive dialog, specify the following:.



■ Keep Permissions - Use this option to maintain the object or folder's existing permissions. If you do not select this option, then the archiving process does not include any permissions. Upon unarchiving, the system assigns the parent folder's permissions to all of the objects and folders.

■ Keep Timestamps - Use this option to maintain the CreationTime, LastModified, and LastAccessed timestamps assigned to the object or folder. Upon unarchiving, the LastModified timestamp is updated to indicate the time at which the object or folder is unarchived. If you select this option, the Old option in the Paste Overview area of the Preferences dialog is available when unarchiving. You use the Old option to overwrite existing catalog items that are older than the catalog items in the archive.

If you do not select this option, then the archiving process does not include timestamp information and the Old option in the Paste Overview area of the Preferences dialog is not available.

4. Click OK to download the archive file.

To unarchive a file in a new location:

1. Select the folder in the catalog where you want to upload the archive file.

2. In the Tasks pane click Unarchive.



3. In the Unarchive dialog, specify the following:

■ Archive File - Browse for and select the archive file.

■ Replace - Use to specify whether to replace existing folder or object with the same name.

– All - Select this option to replace any existing folders or objects with the same names as folders or objects included in the archive file that you are uploading.

– Old - Select this option to replace folders or objects except those folders or objects that exist, unless they are older than the source.

– None - Select this option to add any new folders or objects, but preserve any existing folders or objects.



– Force - Select this option to add and replace all folders or objects.

■ ACL

Use to specify how the folders or objects are assigned permissions using Access Control Lists (ACLs) when unarchived.

– Inherit - Inherits the folder or object's permissions (ACL) from its new parent folder.

– Preserve - Preserves the folder or object's permissions (ACL) as it was in the original, mapping accounts as necessary.

– Create - Preserves the folder or object's permissions (ACL) as it was in the original, creating and mapping accounts as necessary

4. Click OK.

5

Securing Reports and Analytics 5-1

5Securing Reports and Analytics

[6] This chapter describes how to secure reports and analytics in Oracle Fusion Applications.

■ Security Levels in Reports and Analytics

■ About Roles in Reports and Analytics

■ Securing Analytics

■ Securing BI Publisher Reports and Related Components

5.1 Security Levels in Reports and AnalyticsSecurity in reports and analytics can be classified into the following three levels:

■ User-level security (authentication of users). User-level security concerns the authentication and confirmation of the identity of a user based on the credentials provided, such as username and password. By default, user-level security is set up in the LDAP server and policy store. For more information, see Oracle Fusion Applications Understanding Security.

■ Object-level security. Object-level security controls the visibility to business logical objects based on a user's role. You can set up object-level security for Oracle BI Repository objects, such as business models and subject areas, and for Web objects, such as dashboards and dashboard pages, which are defined in the Presentation Catalog. For more information, see Section 5.1.1, "About Object-Level Security."

■ Data-level security. Data-level security controls the visibility of data (content rendered in subject areas, dashboards, analyses, and so on) based on the user's association to data in the transactional system.

5.1.1 About Object-Level SecurityObject-level security is the specification of Duty Role permissions on Oracle BI Repository objects such as subject areas, tables, and columns, and Oracle BI Presentation Services objects, such as dashboard pages.

You secure these objects using Duty Roles. Duty Roles are stored in the Fusion Policy Store, which is accessed by the Oracle BI Repository and the Oracle BI Presentation Catalog.

You can get a report of the default mappings of duty roles to objects in the Oracle BI Repository. See "Generating a Permissions Report."

About Roles in Reports and Analytics


5.2 About Roles in Reports and AnalyticsRoles fall into two classes, application-wide roles (Duty Roles), and enterprise-wide roles (Job Roles, Data Roles, and Abstract Roles).

Application-wide roles are defined in terms of the tasks that are needed to perform a job, and are held in the policy store with associated reporting privileges.

Enterprise-wide roles are defined in terms of an occupation within an enterprise, and are held in the identity store with associated users.

Note: Oracle BI Duty Roles inherit the BI Consumer role by default. The BI Author role is assigned at the Job Role level only to select Job Roles. Refer to your product security reference guide for assignments specific to your product.

Four common role types are used in reports and analytics:

■ Job Roles

A Job Role represents the job definition of a person in your organization, for example, AP manager, HR specialist. Users are assigned Job Roles. A Job Role inherits one or more Duty Roles, and therefore, users inherit Duty Roles through Job Roles.

For example, the Job Role AP_ACCOUNTS_PAYABLE_MANAGER_JOB is assigned the Duty Role RUN_ACCOUNTS_PAYABLE_REPORT_DUTY to enable accounts payable managers to run the accounts payable report.

■ Duty Roles

A Duty Role represents a specific task needed to do a job, and comprises the privileges required to perform that job. For example, the Duty Role RUN_ACCOUNTS_PAYABLE_REPORT_DUTY enables a user to run the Accounts Payable report.

Access to reports and analytics is established by assigning duty roles to the reporting objects.

■ Data Roles

A Data Role is implemented as Job Roles for a defined set of data. This role describes the job a user does within that defined set of data. The Data Role will inherit a Job Role and will be granted applicable data security privileges.

– Data Roles grant specific data to users. For example, HR Admin UK has access to all UK employees, or Sales Rep West Coast can access West Coast customer accounts. Data Roles are built at the customer site as they are data dependent.

– Data Roles are built using Job Role and permission grants on custom data. For example:

An Accounts Payables Specialist might be assigned the Data Role 'Accounts Payables Specialist - US Business Unit'. This Data Role inherits the Job Role 'Accounts Payable Specialist' and grants access to transactions in the US Business Unit.

A Benefits Administrator is assigned the Data Role 'Benefits Administrator - Surname A-E'. This Data Role inherits the Job Role 'Benefits Administrator' and grants access to employees with the surname starting from A to E. Typically, a person is hired into a job, which might trigger an event to automatically assign a Job Role without being assigned a defined set of data. A person in a functional department might later assign his staff a Data Role that describes the job of that person within that defined set of data.

Securing Analytics


Data roles can be provisioned to a user on request. Data Roles can be formed by declaring child Duty, Abstract, and Job Roles.

■ Abstract Roles

These roles are associated with a user irrespective of his job or job function, and are not associated with a job or duty. For example, Employee (Human Resources), Manager (Human Resources), Customer, and Supplier Abstract Roles are normally assigned by the system (based on user attributes) but can be provisioned to a user on request.

For more information on security concepts see Oracle Fusion Applications Understanding Security.

5.3 Securing AnalyticsObjects are secured in analytics using duty roles. The duty role is created in the OBI stripe of Oracle Authorization Policy Manager and then assigned to a job role. To enable a duty role to access analytics you must assign the duty role permissions on the reporting objects. This must occur in two places:

■ You must assign permissions in the BI Repository on the subject areas and tables

■ You must assign permissions in the BI Catalog on the reporting objects

The following topics describe how to create and map duty roles to access analytics:

■ "Creating Duty Roles"

■ "Assigning a Duty Role to a Job Role"

■ "Assigning Duty Role Permissions to Oracle BI Repository Subject Areas and Tables"

■ "Assigning Duty Role Privileges to Oracle BI Presentation Catalog Objects"

5.3.1 Creating Duty RolesIf the default Duty Roles meet your business needs, then you do not need to change them. If the default Duty Roles do not meet your needs, then you might create new Duty Roles and map them to Job Roles.

Follow the steps below to create a Duty Role.

1. Log into Oracle APM, and select the 'obi' Application area.

2. In the Applications pane\Create area select the New Application Role link to display the <Application> | Application Role dialog.

Securing Analytics


3. In the General tab, use the Display Name field to specify the Duty Role name.

4. In the General tab, use the Role Name field to specify the Duty Role name in upper-case.

Leave the Role Category field blank.

5. Click Save.

The other tabs only become active after you click Save.

5.3.2 Assigning a Duty Role to a Job RoleOnce the duty has been created, you can assign it to a Job Role (or Enterprise Role).

To map an Enterprise Role to a Duty Role:

1. In Oracle APM, navigate to the 'obi' Application and use the Search options to locate the Duty Role that you want to map.

2. Select the Duty Role, then click Open to display the <Application> | Application Role dialog.

Securing Analytics


3. Display the External Role Mapping tab.

4. Use the External Role Mapping tab to search for and select the Enterprise Roles that you want to map to that Duty Role.

Click Add to display the External Role Search dialog.

5. Click Map Roles to map the Enterprise Roles selected to the Duty Role, and return to the External Role Mapping tab.

5.3.3 Assigning Duty Role Permissions to Oracle BI Repository Subject Areas and Tables

You grant Duty Role permissions to an Oracle BI Repository subject area or table to enable users associated with different Duty Roles to be granted different permissions in repository subject areas, and tables.

To assign Duty Role permissions to Oracle BI Repository subject areas and tables:

Oracle BI Administration Tool enables you to configure Duty Role permissions (for example, Read or Write), for business models, tables, columns, and subject areas in the Oracle BI Repository.

Securing Analytics


Figure 5–1 Oracle BI Administration Tool - Identity Manager

For more information, see Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition.

Note: You use Fusion Middleware Control to manage the Oracle BI Repository (RPD) password (for more information, see Changing the Repository Password in Oracle Fusion Middleware Metadata Repository Builder's Guide for Oracle Business Intelligence Enterprise Edition).

To configure Duty Role permissions on subject areas and tables in the Oracle BI Repository using the Oracle BI Administration Tool:

1. From the Windows Start menu, select All Programs, and Oracle Business Intelligence.

2. Log in to the Administration Tool.

Note: If you log in to the Administration Tool in online mode, then you can view all users from the LDAP directory. If you log in to Administration Tool in offline mode, then you can only view users that are stored in the repository.

3. To configure Duty Role permissions on subject areas and tables:

a. Choose Manage, then Identity to display the Identity Manager dialog.

The Application Roles tab displays, Application Roles, and Duty Roles.

Securing Analytics


b. Double-click a Duty Role to display the Application Role <Name> dialog

c. Click Permissions to display the User/Application Role Permissions dialog.

d. Display the Object Permissions tab.

Use the radio buttons (Read, Read Write, No Access) to set permissions for a Duty Role, on Oracle BI Repository objects.

e. Click OK to save your changes.

f. Close the Identity Manager dialogs.

4. To configure permissions for Duty Roles on a subject area or a table.

a. In the Presentation pane, double-click either a subject area icon (a cube), or expand a subject area, and double-click a presentation table to display the Permissions <Subject Area name>/<Table name> dialog for the chosen object.

b. Click Permissions to display the Permissions <Subject Area name>/<Table name> dialog.

c. Use the radio buttons (Read, Read/Write, No Access, and Default), to set permissions for Duty Roles on the selected Oracle BI Repository object.

d. Click OK to save your changes.

e. Close the Permissions dialogs.

Securing Analytics


5.3.4 Assigning Duty Role Privileges to Oracle BI Presentation Catalog ObjectsYou assign Duty Role privileges to Oracle BI Presentation Catalog objects to enable users associated with that Duty Role to be granted specific query permissions (for example, dashboard and other content).

To assign Duty Role Privileges to Oracle BI Presentation Catalog objects:

Use the Oracle Business Intelligence Administration Page to grant access and privileges to dashboards and other content to Duty Roles. For more information, see Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition.

Figure 5–2 Oracle BI EE Administration Page

You can use this page to grant specific privileges, for example to:

■ Access a subject area within BI Answers (for example, Subject Area: "General Ledger - Balances Real Time")

■ View a Dashboard Prompt

To configure Oracle BI Presentation Catalog Duty Role privileges:

1. Log in to Oracle Business Intelligence with Administrator privileges.

http://<host name>:7001/analytics

2. Select the Administration link to display the Administration page.

3. Select the Manage Privileges link.

The following screenshot shows components, privileges and associated roles.

Securing Analytics


The following screenshot shows another view of the Manage Privileges page with subject area folders, privileges and associated roles.

4. Select a link to display the Privilege dialog, where you can grant or deny the privilege to the currently selected role.

5. Click the Add users/roles icon (+) to display the Add Application Roles, Catalog Groups, and Users dialog.

The following screenshot shows the available Duty Roles, which can be assigned to this privilege.

Securing Analytics


6. To configure permissions for Duty Roles on functional dashboards and reports:

a. In the top, click Catalog and expand Shared Folders in the left pane.

b. Click the required pillar or functional area folder to open it.

For example, select the Workforce Deployment dashboard under the Human Capital Management shared folder.

c. Click the More link for the Workforce Deployment dashboard to open the Permissions dialog box.

Securing BI Publisher Reports and Related Components


d. Use the Permission dialog box to add or modify role permissions for the Workforce Deployment dashboard.

Note: Similar steps can be taken to configure security for other objects in the Oracle BI Presentation Catalog.

5.4 Securing BI Publisher Reports and Related ComponentsEach BI Publisher report consists of at least two components in the catalog:

■ the report object

■ the data model

Some reports may also include subtemplates and style templates.

To run a report, users must be granted Read access to the report, the data model (and the subtemplate and style template if applicable). Access is granted in the catalog.

In addition, the user must be granted access to the report data source of the data model.

If you have also created an Oracle Enterprise Scheduler job to run the report, users must also be assigned execution permissions for the job.

This section describes the required permissions to run BI Publisher reports:

■ Section 5.4.1, "Setting Catalog Permissions"

■ Section 5.4.2, "Granting Permissions to the Oracle Enterprise Scheduler Job Definition"

5.4.1 Setting Catalog PermissionsFor a user to run a report, Read permissions must be granted to that user's role on every object in the Oracle BI Presentation Catalog that is used in the report. This will always include at least two objects: the report and the data model. If your report also references a subtemplate or a style template, you must also grant Read permissions on those objects. The report object requires additional grants to run, schedule, and view output.

See "Managing Objects in the BI Presentation Catalog" in the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition (Oracle Fusion Applications Edition) for more information about catalog permissions.

Configuring permissions in the BI Presentation catalog consists of the following subtasks:



■ "Grant the Role Permissions to the Report"

■ "Grant the Role Permissions to the Data Model and Other Referenced Objects"

■ "Delete Permissions"

Grant the Role Permissions to the ReportTo grant permissions in the catalog:

1. Navigate to the report in the catalog and click More and then click Permissions. The Permissions dialog launches and the inherited permissions are shown.

2. In the Permissions dialog, click Add users/roles as shown in Figure 5–3.

Figure 5–3 Detail of Add Users/ Roles in the Permission Dialog

3. In the Add Application Roles, Catalog Groups and Users dialog, search for your custom role and use the shuttle buttons to move it to the Selected Members list. In the Set Permission to list, select Custom, as shown in Figure 5–4 and then click OK.



Figure 5–4 Adding a Role to the Selected Members List

4. In the Permissions dialog, locate the role you added and click Edit as shown in Figure 5–5.

Figure 5–5 Editing the Permissions Assigned to a Role

5. In the Custom Permissions dialog, select the permissions to enable. Typically, you will enable the following for a BI Publisher report:

■ Read - gives authority to access, but not modify, the report

■ Traverse - gives the authority to copy the report

■ Run Publisher Report - gives authority to read, traverse the folder that contains the report, and run the report.



■ Schedule Publisher Report - gives authority to read, traverse the folder that contains the report, and schedule the report

■ View Publisher Output - enables the user to view the report output generated by the scheduler

The Custom Permissions dialog is shown in Figure 5–6.

Figure 5–6 Setting Custom Permissions on the Report

Grant the Role Permissions to the Data Model and Other Referenced Objects1. Navigate to the data model in the catalog and click More and then click

Permissions. The Permissions dialog launches and the inherited permissions are shown.

2. Follow the instructions in "Grant the Role Permissions to the Report" but in the Custom Permissions dialog, enable the Read and Traverse permissions, as shown in Figure 5–7.

Figure 5–7 Setting Custom Permissions on the Data Model

3. Repeat this procedure for any other referenced objects (subtemplates or style templates).

Delete PermissionsIf the custom report inherited permissions that you want to remove from the report, you can delete permissions as follows:

1. Navigate to the object in the catalog and click More and then click Permissions. The Permissions dialog launches and the inherited permissions are shown.

2. Select the permission to delete and click the Delete toolbar button.



5.4.2 Granting Permissions to the Oracle Enterprise Scheduler Job DefinitionIf the custom report is to be scheduled through Oracle Enterprise Scheduler, execution permissions must also be granted to enable users belonging to the role to submit the job. See the Oracle Enterprise Scheduler documentation.

6

Managing BI Publisher Reports 6-1

6Managing BI Publisher Reports

[7] BI Publisher reports are frequently high-volume business documents with specialized scheduling and delivery requirements. This chapter describes administration tasks specific to BI Publisher report processing, including:

■ Managing Report Delivery Servers

■ Navigating to the Oracle BI Publisher Administration Page

■ Configuring Report Delivery Servers

■ Understanding the Report and Delivery Processors

■ Managing Report Processing and Delivery Server Load

■ Diagnosing Report Processing Issues

■ Configuring System Properties for Reporting

■ Setting Up Reports to Run as Scheduled Processes

■ Setting Up Reports for Scheduling in the Reports and Analytics Pane

6.1 Managing Report Delivery Servers Oracle Business Intelligence Publisher is the report generation and delivery engine for Oracle Fusion Applications. Oracle BI Publisher receives report requests from Oracle Fusion Applications in the following ways:

■ Through Oracle Enterprise Scheduler

■ Through the Reports and Analytics pane

■ From an application page

Requests submitted through Oracle Enterprise Scheduler are processed by the Oracle BI Publisher scheduler. Requests submitted through the Reports and Analytics pane can be either real-time online requests or scheduled requests. Requests submitted through an application may invoke Oracle Enterprise Scheduler or may return report request results directly back to the application page.

After installing Oracle Fusion Applications, Oracle BI Publisher is configured to accept requests from Oracle Fusion Applications. However, before you can deliver report documents to their destinations you must define the delivery servers in Oracle BI Publisher. Use the Oracle BI Publisher Administration page to define your delivery servers.

After setup, you can then further configure the number of report processor and delivery threads to best handle your processing and delivery requirements. In addition, you can configure report properties for the system or at the report level to

Navigating to the Oracle BI Publisher Administration Page


tune performance of your reports. To diagnose report processing issues, BI Publisher provides a set of scheduler diagnostics.

6.2 Navigating to the Oracle BI Publisher Administration PageUse the Oracle BI Publisher Administration page to:

■ Configure delivery servers

■ Manage report and delivery processors

■ View scheduler diagnostics

■ Set system properties and report run-time configuration properties

To navigate to the Oracle BI Publisher Administration page:

■ On the Oracle Fusion Applications Navigator, under Tools, click Reports and Analytics. In the Reports and Analytics pane, click Browse Catalog to display the Oracle Business Intelligence catalog page. Click Administration and then click Manage BI Publisher.

Figure 6–1 shows the BI Publisher Administration page:

Figure 6–1 BI Publisher Administration Page

6.3 Configuring Report Delivery ServersTo configure delivery servers:

1. From the BI Publisher Administration page, click Delivery Configuration.

Note: You must be assigned the BIAdministrator role to access the BI Publisher Administration page.

Configuring Report Delivery Servers


2. Enter values in the Delivery Configuration Options tab to set general properties for email deliveries and notifications. Figure 6–2 shows the Delivery Configuration Options tab:

Figure 6–2 Delivery Configuration Options Tab

■ SSL Certificate File — If SSL is enabled for your installation, then you can leave this field empty to use the default certificates built-in with BI Publisher. SSL works with the default certificate if the server uses the certificate signed by a trusted certificate authority such as Verisign. This field is mandatory only if the user uses the SSL with a self-signed certificate. The self-signed certificate means the certificate is signed by a non-trusted certificate authority (usually the user).

■ E-mail From Address — Enter the From address to appear on e-mail report deliveries from the BI Publisher server. The default value is [email protected].

■ Delivery Notification E-mail From Address — Enter the From address to appear on notifications delivered from the BI Publisher server. The default value is [email protected].

■ Success Notification Subject — Enter the subject line to display for e-mail notification recipients when the report status is Success.

■ Warning Notification Subject — Enter the subject line to display for e-mail notification recipients when the report status is Warning.

■ Failure Notification Subject — Enter the subject line to display for e-mail notification recipients when the report status is Failed.

■ Skipped Notification Subject — Enter the subject line to display for e-mail notification recipients when the report status is Skipped.

3. To configure a delivery server, click the appropriate tab.

6.3.1 Adding a PrinterRegardless of whether BI Publisher is running on Linux, Unix, or Windows, the printer destination can be any IPP server. The IPP server can be the printer itself, which is the easiest option, but if the printer does not natively support IPP, you can set up a print server that does support IPP (such as CUPS) and connect BI Publisher to the print



server and then the print server to the printer. In this print server scenario, the print server can run on any operating system.

To send fax from BI Publisher, you must set up Common Unix Printing Service (CUPS) and the fax4CUPS extension, to enable connection to your fax server from BI Publisher. The fax set up requires this plugin to the CUPS server on the operating system. Note that the Administration page makes the distinction between a fax and printer server in the UI so that users can pick one or the other or both at runtime. Even though the fax and printer server that the users see can both use a single CUPS server.

For information on setting up CUPS or Windows IPP print servers and how to connect network printers to them, refer to the CUPS or Windows IPP software vendor documentation.

About Printing PDF

PDF is a popular output format for business reports and is printable from viewer software such as Adobe Reader. However, some reports require printing directly from the report server. For example, paychecks and invoices are usually printed as scheduled batch jobs. Some newer printers with PostScript Level 3 compliant Raster Image Processing can natively support PDF documents, but there are still many printers in business use that only support PostScript Level 2 that cannot print PDF documents directly.

To print PDF documents directly from the BI Publisher server if your printer or print server does not support printing PDF, you have the following options:

■ Select one of BI Publisher's filters: PDF to PostScript or PDF to PCL.

■ Configure a custom, or third-party filter.

After completing all other required fields for the print server, you can schedule reports to print directly from the BI Publisher server to any printer in your system that supports PostScript Level 2.

To set up a printer:

1. From the Admin page select Printer. Select Add Server.

2. Enter the following required fields:

■ Server Name — Enter a unique name. Example: Localprinter

■ URI — Enter the Uniform Resource Identifier for the printer. Example: ipp://myhost:631/printers/myprinter

3. Enter a Filter (optional).

A filter enables you to call a conversion utility to convert the PDF generated by BI Publisher to a file format supported by your specific printer type. BI Publisher provides the following filters:

■ PDF to PostScript

BI Publisher includes a PDF to PostScript filter. This filter converts PDF to PostScript Level 2. Select PDF to PostScript from the list to use BI Publisher's predefined filter.

■ PDF to PCL

To convert PDF to PCL, select PDF to PCL. This automatically populates the Filter Command field.



BI Publisher supports the PDF to PCL conversion only for font selection requirements for check printing. For generic printing requirements, use the PDF to PostScript filter.

You can embed PCL commands into RTF templates to invoke the PCL commands at a specific position on the PCL page; for example, to use a font installed on the printer for routing and account numbers on a check. For more information, see "Embedding Printer Control Language (PCL) Commands for Check Printing" in Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher.

You can also call a custom filter using operating system commands.

About Custom Filters

To specify a custom filter, pass the native OS command string with the two placeholders for the input and output filename, {infile} and {outfile}.

This is useful especially if you are trying to call IPP printers directly or IPP printers on Microsoft Internet Information Service (IIS). Unlike CUPS, those print servers do not translate the print file to a format the printer can understand, therefore only limited document formats are supported. With the filter functionality, you can call any of the native OS commands to transform the document to the format that the target printer can understand.

For example, to transform a PDF document to a PostScript format, enter the following PDF to PS command in the Filter field:

pdftops {infile} {outfile}

To call an HP LaserJet printer setup on a Microsoft IIS from Linux, you can set Ghostscript as a filter to transform the PDF document into the format that the HP LaserJet can understand. To do this, enter the following Ghostscript command in the Filter field:

gs -q -dNOPAUSE -dBATCH -sDEVICE=laserjet -sOutputFile={outfile} {infile}

For fax servers, you can use the filter to transform the file to Tag Image File Format (TIFF).

4. Optionally enter the following fields if appropriate:

■ Security fields — Username and Password, Authentication Type (None, Basic, Digest) and Encryption Type (None, SSL).

■ Proxy Server fields — Host, Port, User Name, Password, Authentication Type (None, Basic, Digest)

6.3.2 Adding a Fax ServerTo send fax from BI Publisher, you must set up Common Unix Printing Service (CUPS) and the fax4CUPS extension, to enable fax transmissions from BI Publisher.

See the following resources for information about setting up CUPS and the fax4CUPS extension:

To set up fax delivery:

1. From the Admin page select Fax. Select Add Server.

2. Enter the following required fields:

■ Server Name — Enter a unique name. Example: Localprinter



■ URI — Enter the Uniform Resource Identifier for the printer. Example: ipp://myhost:631/printers/myprinter

3. Enter a Filter (optional).

A filter enables you to call a conversion utility to convert the PDF generated by BI Publisher to a file format supported by your specific printer type. BI Publisher provides the following filters:

■ PDF to PostScript

BI Publisher includes a PDF to PostScript filter. This filter converts PDF to PostScript Level 2. Select PDF to PostScript from the list to use BI Publisher's predefined filter.

■ PDF to PCL

To convert PDF to PCL, select PDF to PCL. This automatically populates the Filter Command field.

BI Publisher supports the PDF to PCL conversion only for font selection requirements for check printing. For generic printing requirements, use the PDF to PostScript filter.

You can embed PCL commands into RTF templates to invoke the PCL commands at a specific position on the PCL page; for example, to use a font installed on the printer for routing and account numbers on a check. For more information, see "Embedding Printer Control Language (PCL) Commands for Check Printing" in Oracle Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher.

You can also call a custom filter using operating system commands.

About Custom Filters

To specify a custom filter, pass the native OS command string with the two placeholders for the input and output filename, {infile} and {outfile}.

This is useful especially if you are trying to call IPP printers directly or IPP printers on Microsoft Internet Information Service (IIS). Unlike CUPS, those print servers do not translate the print file to a format the printer can understand, therefore only limited document formats are supported. With the filter functionality, you can call any of the native OS commands to transform the document to the format that the target printer can understand.

For example, to transform a PDF document to a PostScript format, enter the following PDF to PS command in the Filter field:

pdftops {infile} {outfile}

To call an HP LaserJet printer setup on a Microsoft IIS from Linux, you can set Ghostscript as a filter to transform the PDF document into the format that the HP LaserJet can understand. To do this, enter the following Ghostscript command in the Filter field:

gs -q -dNOPAUSE -dBATCH -sDEVICE=laserjet -sOutputFile={outfile} {infile}

For fax servers, you can use the filter to transform the file to Tag Image File Format (TIFF).


■ Security fields — Username and Password, Authentication Type (None, Basic, Digest) and Encryption Type (None, SSL).




6.3.3 Adding an e-mail ServerTo add an e-mail server:

1. From the Admin page select Email. This displays the list of servers that have been added. Select Add Server.

2. Enter the Server Name, Host, and Port for the e-mail server.

3. Select a Secure Connection method to use for connections with the e-mail server. The options are:

■ None

■ SSL — Use Secure Socket Layer.

■ TLS (Transport Layer Security) — Use TLS when the server supports the protocol; SSL is accepted in the response.

■ TLS Required — If the server does not support TLS, then the connection is not made.


■ General fields — Port

■ Security fields — Username and Password.

6.3.4 Adding a WebDAV ServerTo add a WebDAV server:

1. From the Admin page select WebDAV to display the list of servers that have been added. Select Add Server.

2. Enter the Name and Host for the new server.


■ General fields — Port

■ Security fields — Authentication Type (None, Basic, Digest) and Encryption Type (None, SSL).


6.3.5 Adding an FTP Server

To add an FTP server:

1. From the Administration page, under Delivery, click FTP to display the list of servers that have been added. Click Add Server.

Important: If the destination file name supplied to the BI Publisher scheduler contains non-ascii characters, BI Publisher will use UTF-8 encoding to specify the file name to the destination FTP server. Your FTP server must support UTF-8 encoding or the job delivery will fail with "Delivery Failed" error message.

Understanding the Report and Delivery Processors


2. Enter the following fields for the FTP server:

■ Server Name - example: myFTPserver

■ Host - example: myhost.company.com

■ Port - example: 21

■ Create files with Part extension when copy is in process - select this box if you want BI Publisher to create the file on the FTP server with a .part extension while the file is transferring. The .part extension indicates that the file transfer is not complete. When the file transfer is complete, the file is renamed without the .part extension. If the file transfer does not complete, the file with the .part extension remains on the server.

3. Select the Use Secure FTP box to enable Secure FTP (SFTP)

4. Enter a username and Password for the server if required.

6.4 Understanding the Report and Delivery ProcessorsWhen Oracle Enterprise Scheduler initiates a job, it is picked up by the BI Publisher scheduler queue. The processors perform as follows:

■ Job Processor - listens for requests from the scheduler queue. When the job information is received, the job processor executes the data model (and splits the data for bursting jobs), stores the data in the shared temporary folder, and sends the report metadata to the report queue.

■ Report Processor - listens for requests from the report queue. When the report information is received, the report processor generates the report documents, stores it in the shared temporary folder and puts the delivery information in the delivery queue.

■ Delivery processors - each delivery processor listens to the delivery queue and handles the delivery of reports for its channel. The delivery processors are:

– Email Processor

– File Processor

– FTP Processor

– Print Processor

– WebDAV Processor

– Fax Processor

You can configure the number of threads dedicated to each processor.

6.5 Managing Report Processing and Delivery Server LoadManage the processors in the BI Publisher Scheduler Configuration page. By default, each processor is enabled and the thread count for each is set to five. For each Managed Server that is running in the BI cluster, a table for that instance's processors will display. Use the table to enable or disable processors for the instance and configure the thread counts.

To configure processor threads:

1. From the BI Publisher Administration page, click Scheduler Configuration.

2. On the Scheduler Configuration page scroll to the Cluster Instances region.

Diagnosing Report Processing Issues


Figure 6–3 shows the Oracle BI Publisher Scheduler Configuration page, highlighting the JMS Configuration and Cluster Instances regions:

Figure 6–3 BI Publisher Scheduler Configuration Page

3. Enter the Number Threads value in the processor configuration table.

Note that all processors will automatically be set to use the number of threads defined in the Threads Per JMS Processor value of the JMS Configuration region of the page. Enter a value in the Number Threads column to change the value from this default.

6.6 Diagnosing Report Processing IssuesThe following tools enable you to diagnose report processing and delivery issues:

■ Scheduler Diagnostics page

■ Oracle Enterprise Manager Fusion Applications Control (Fusion Applications Control)

6.6.1 Using the Scheduler Diagnostics PageThe Scheduler Diagnostics page provides the run-time status of the scheduler. It provides status of its JMS configuration, JMS queues, cluster instances, scheduler Database, Toplink, and Oracle Enterprise Scheduler.

To access the Scheduler Diagnostics page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page.

2. In the System Maintenance group, click Scheduler Diagnostics.

Configuring System Properties for Reporting


The Scheduler Diagnostics page is shown in Figure 6–4:

Figure 6–4 BI Publisher Scheduler Diagnostics Page

For more information about this page see the topic "Scheduler Diagnostics" in the Oracle Fusion Middleware Administrator's Guide for Oracle Business Intelligence Publisher.

6.7 Configuring System Properties for ReportingUse the Oracle BI Publisher Runtime Configuration page to set the system-level runtime properties for reports.

To access the Runtime Configuration page:

1. Navigate to the Oracle Business Intelligence Publisher Administration page (see Section 6.2, "Navigating to the Oracle BI Publisher Administration Page").

2. In the Runtime Configuration group, click Properties.

For more information about this page see the "Defining Runtime Configurations" chapter in the Oracle Fusion Middleware Administrator's Guide for Oracle Business Intelligence Publisher.

6.8 Setting Up Reports to Run as Scheduled ProcessesYou can create a job definition for predefined or custom reports so that users can run them as scheduled processes. Otherwise, users can open reports (which are set up to be run online) through the Reports and Analytics pane, or open and schedule them from the business intelligence catalog.

Use the Define Custom Enterprise Scheduler Jobs task in the Setup and Maintenance work area to create job definitions.

Setting Up Reports for Scheduling in the Reports and Analytics Pane


General Job Definition Information

ParametersYou can define parameters to be available to users when they submit scheduled processes based on your job definition. When users run the scheduled process, the values they enter for the parameters:

■ Are passed to the data model that the report is using

■ Determine the data to be included in the report.

The parameters that you define must be in the same order as parameters in the data model.

For example, the data model has parameters in this order:

■ P_START_DATE

■ P_END_DATE

■ P_CURRENCY

You create parameters as follows:

■ Start Date

■ End Date

■ Currency

User PropertyThe only user property you need to define is EXT_PortletContainerWebModule. Only lists of values associated with the application that you select are made available for parameters in this job definition.

6.9 Setting Up Reports for Scheduling in the Reports and Analytics PaneReports that are set up to run as scheduled processes can also be To enable users to also submit these scheduled processes from the Reports and Analytics pane, then you must configure properties for the corresponding reports.

Enabling a Report for SchedulingTo enable scheduling in the Reports and Analytics pane:

Table 6–1 General Job Definition Information

Field What You Enter

Job Type BIPJobType

Report ID The path to the report in the catalog, starting with the folder beneath Shared Folders, for example: Custom/<Family Name>/<Product Name>/<Report File Name>.xdo.

Tip: Ensure that you include the .xdo extension for the report definition.

Default Output A default output format.

Note: Because you define parameters using the list of values sources from the Define Custom Enterprise Scheduler Jobs task, you should not define lists of values in the data model.

Setting Up Reports for Scheduling in the Reports and Analytics Pane


1. Go to the report in the Business Intelligence catalog and click Edit.

2. Click Properties.

3. On the General tab in the Properties dialog box, enter the following fields

Field Value

Enterprise Scheduler Job Package Name

The path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

The job definition name (not display name), for example: APXINRIR

A

Supported Descriptive Flexfields A-1

ASupported Descriptive Flexfields

Oracle Transactional Business Intelligence supports descriptive flexfields for all dimensions shown below.

Table A–1 Descriptive Flexfields Supported in Transactional Business Intelligence

Product Area DFF Code Fact Name

Financials AP_CHECKS Dim - AP Disbursement Details

Financials AP_HOLDS Dim - AP Hold Details

Financials AP_INVOICE_DISTRIBUTIONS Dim - AP Transaction Details

Financials AP_INVOICE_LINES Dim - AP Transaction Details

Financials AP_INVOICES Dim - AP Transaction Details

Financials AP_PAYMENT_SCHEDULES Dim - AP Payment Schedule Details

Financials AP_TERMS_B Dim - AP Terms

Financials AR_ADJUSTMENTS Dim - AR Adjustment Details

Financials AR_APPROVAL_ACTION_HISTORY Dim - AR Adjustment Approval Action History Details

Financials AR_CASH_RECEIPTS Dim - AR Standard Receipt Details

Financials AR_MISC_CASH_DISTRIBUTIONS Dim - AR Miscellaneous Receipt Details

Financials AR_PAYMENT_SCHEDULES Dim - AR Payment Schedule Details

Financials AR_RATE_ADJUSTMENTS Dim - AR Receipt Rate Adjustment Details

Financials AR_RECEIPT_CLASSES Dim - AR Receipt Method

Financials AR_RECEIPT_METHODS Dim - AR Receipt Method

Financials AR_RECEIVABLE_APPLICATIONS Dim - AR Standard Receipt Details

Financials AR_REVENUE_ADMUSTMENTS Dim - AR Revenue Adjustment Details

Financials CE_BANK_ACCOUNTS Dim - CE Bank Accounts

Financials CE_EXTERNAL_TRANSACTIONS Dim - CE External Cash Transaction Details

Financials CE_STATEMENT_HEADERS Dim - CE Bank Statement Details

Financials CE_STATEMENT_LINES Dim - CE Bank Statement Details

Financials FA_ADDITIONS Dim - Fixed Asset

Financials FA_ASSET_INVOICES Dim - Asset Source Lines Details

Financials FA_BOOK_CONTROLS Dim - Asset Book

A-2 Oracle Fusion Transactional Business Intelligence Administrator's Guide

Financials FA_CALENDAR_TYPES Dim - Date Fixed Assets Calendar

Financials FA_CATEGORIES Dim - Asset Category

Financials FA_CATEGORY_BOOKS Dim - Asset Category Book

Financials FA_FISCAL_YEAR Dim - Date Fixed Assets Calendar

Financials FA_LOCATIONS Dim - Asset Location

Financials FA_RETIREMENTS Dim - Asset Retirement Details

Financials FA_TRANSACTION_HEADERS Dim - Asset Transaction History Details

Financials FUN_DIST_LINES Dim - Intercompany Transaction Distribution Details

Financials FUN_TRX_BATCHES Dim - Intercompany Transaction Distribution Details

Financials FUN_TRX_HEADERS Dim - Intercompany Transaction Distribution Details

Financials GL_CODE_COMBINATIONS Dim - GL Account

Financials GL_JE_BATCHES Dim - GL Journal Details

Financials GL_JE_CATEGORIES Dim - GL Journal Category

Financials GL_JE_HEADERS Dim - GL Journal Details

Financials GL_JE_LINES Dim - GL Journal Details

Financials GL_JE_SOURCES Dim - GL Journal Source

Financials GL_LEDGERS Dim - Ledger

Financials GL_PERIOD_STATUSES Fact - Fins - GL Period Statuses

Financials GL_PERIODS Dim - Date Fiscal Calendar

Financials RA_CUST_TRX_LINE_GL_DIST Dim - AR Transaction Details

Financials RA_CUST_TRX_LINE_SALESREPS Dim - AR Transaction Details

Financials RA_CUST_TRX_TYPES Dim - AR Transaction Type

Financials RA_CUSTOMER_TRX Dim - AR Transaction Details

Financials RA_CUSTOMER_TRX_LINES Dim - AR Transaction Details

Financials RA_RULES Dim - AR Accounting Rule

Financials RA_TERMS Dim - AR Payment Terms

Financials RA_TERMS_LINES Dim - AR Payment Terms

Financials XLA_AE_HEADERS Dim - SLA Journal Details

Financials XLA_AE_LINES Dim - SLA Journal Details

Financials XLE_ETB_INFO_DEV Dim - Legal Entity

Financials XLE_LE_ADD_INFO Dim - Legal Entity

Financials XLE_LE_INFO_DEV Dim - Legal Entity

Human Capital Management

HRA_DOC_TYPES_B Dim - Document Type


HRA_EVAL_ITEMS Dim - Performance Document Section Item

Table A–1 (Cont.) Descriptive Flexfields Supported in Transactional Business Intelligence




HRA_EVAL_RATINGS Dim - Performance Rating


HRA_EVALUATIONS Dim - Performance Evaluation


HRA_SECTION_DEFNS_B Dim - Performance Document Section


HRA_TMPL_DEFNS_B Dim - Performance Template


HRA_TMPL_SECTIONS Dim - Performance Document


HRG_GOAL_PLANS_B Dim - Performance Goal Plan


HRG_GOALS Dim - Performance Goals


HRR_MEETINGS Dim - Talent Review Meeting


HRT_CONTENT_ITEMS_B Dim - Content Item


HRT_PROFILE_ITEMS Dim - Person Profile Details


HRT_RATING_LEVELS_B Dim - Potential


HRT_RATING_MODELS_B Dim - Rating Model


PER_ABSENCE_DFF Dim - Assignment Absences Details


PER_ACT_DFF Dim - HR Action


PER_ACT_REASONS_DFF Dim - HR Action Reason


PER_ADDRESSES_DFF Dim - Worker Location


PER_ALL_PEOPLE_DFF Dim - Person Details


PER_ASG_DFF Dim - Worker Assignment Details


PER_ASG_WORK_MEASURES_DFF Dim - Worker Measure Details


PER_CITIZENSHIPS_DFF Dim - Person Citizenship


PER_CONTACT_RELSHIPS_DFF Dim - Person Contact Relationship


PER_CONTRACT_DFF Dim - Employment Contract Details


PER_DRIVERS_LICENSE_TYPES_DFF Dim - Person Driver License





PER_EMAIL_ADDRESSES_DFF Dim - Person Email Addresses


PER_ETHNICITIES_DFF Dim - Person Ethnicity


PER_EVALUATION_CRITERIA_DFF Dim - Job


PER_GRADES_DFF Dim - HR Grade


PER_JOB_FAMILY_DFF Dim - Job


PER_JOBS_DFF Dim - Job


PER_LOCATIONS_DF Dim - Worker Location


PER_NATIONAL_IDENTIFIERS_DFF Dim - Person National Identifiers


PER_ORGANIZATION_UNIT_DFF Dim - Department


PER_PERSON_ADDR_USG_DFF Dim - Person Address


PER_PERSON_DLVRY_METHODS_DFF Dim - Person Delivery Methods


PER_PERSON_LEGISLATIVE_DFF Dim - Person Legislative Information


PER_PERSON_NAME_DFF Dim - Person Names


PER_PERSON_TYPE_USG_DFF Dim - Person Type


PER_PERSONS_DFF Fact - Person


PER_PHONES_DFF Dim - Person Phones


PER_POSITIONS_DFF Dim - HR Position


PER_PPS_DFF Dim - Work Relationship Details


PER_RATE_VALUES_DFF Fact - Grade Rate


PER_RELIGIONS_DFF Dim - Person Religion


PER_VISA_PERMIT_DFF Dim - Person Work Permit

Incentive Compensation CN_COMP_PLANS_DFF Dim - Compensation Plan

Incentive Compensation CN_MEASURES_DFF Dim - Performance Measure

Incentive Compensation CN_PARTICIPANT_DETAIL_DFF Dim - Participant Details

Incentive Compensation CN_PLAN_COMPONENTS_DFF Dim - Plan Component




Incentive Compensation CN_TP_BASETRANS_DFF Dim - Participant Transaction Details

Procurement PO_DISTRIBUTIONS Dim - Purchase Order Details

Procurement PO_DOCUMENT_TYPES Dim - Purchase Order Transaction Type

Procurement PO_HEADERS Dim - Purchase Order Details

Procurement PO_LINE_LOCATIONS Dim - Purchase Order Details

Procurement PO_LINE_TYPES Dim - Purchase Line Type

Procurement PO_LINES Dim - Purchase Order Details

Procurement PON_AUCTION_HEADERS Dim - Sourcing Negotiation Details

Procurement POR_REQ_DISTRIBUTIONS Dim - Purchase Requisition Details

Procurement POR_REQUISITION_HEADERS Dim - Purchase Requisition Details

Procurement POR_REQUISITION_LINES Dim - Purchase Requisition Details

Procurement POZ_SUPPLIER_SITES_ALL_M Dim - Supplier Sites

Procurement POZ_SUPPLIERS Dim - Supplier

Projects ContractHeaderFlexfield Dim - Project Contract

Projects OKC_LINES_DESC_FLEX Dim - Project Contract

Projects PJB_BILLING_EVENTS_FLEX Dim - Project Invoice Details

Projects PJB_INVOICE_HEADERS_FLEX Dim - Project Invoice Details

Projects PJB_INVOICE_LINES_FLEX Dim - Project Invoice Details

Projects PJC_EXP_ITEMS_DESC_FLEX Dim - Project Costing Details

Projects PJC_TXN_XFACE_DESC_FLEX Dim - Project Unprocessed Transaction Details

Projects PJF_CLASS_CATEGORIES_DESC_FLEX Dim - Project

Projects PJF_CLASS_CODES_DESC_FLEX Dim - Project

Projects PJF_EVENT_TYPES_DESC_FLEX Fact Project ETL VOs - do not delete

Projects PJF_EXP_CATEGORIES_DESC_FLEX Dim - Financial Resource

Projects PJF_EXP_TYPES_DESC_FLEX Dim - Financial Resource

Projects PJF_NONLAB_RES_DESC_FLEX Dim - Non Labor Resource

Projects PJF_PROJECT_CLASS_CODE_DESC_FLEX Dim - Project

Projects PJF_PROJECT_TYPES_DESC_FLEX Dim - Project

Projects PJF_PROJECTS_DESC_FLEX Dim - Project

Projects PJF_TASK_STRUCTURE_DFF Dim - Task

Projects PJF_WORK_TYPES_DESC_FLEX Dim - Work Type

Projects PJO_PLAN_LINES_DFF Dim - Project Budget Details

Projects PJO_PLANNING_OPTIONS_DFF Dim - Project Budget Version

Supply Chain Management

CARRIER_ORGANIZATION Dim - Shipping Method


CST_ANALYSIS_CODES_B Dim - Cost Analysis Group





CST_ANALYSIS_GROUPS_B Dim - Cost Analysis Group


CST_COST_BOOKS_B Dim - Cost Organization Book


CST_COST_ELEMENTS_B Dim - Cost Element


CST_COST_ORG_BOOKS Dim - Cost Organization Book


CST_ELEMENT_ANALYSIS_GROUPS Dim - Cost Analysis Group


CST_VAL_STRUCTURES_B Dim - Cost Valuation Unit


CST_VAL_UNITS_B Dim - Cost Valuation Unit


DOO_PROCESS_DEFS_ADD_INFO Dim - DOO Process


DOO_PROCESS_STEPS_ADD_INFO Dim - Step


DOO_TASK_TYPES_ADD_INFO Dim - Primary Task


EGO_CHANGE_LINE Dim - New Item Request Line Details


EGO_ENGINEERING_CHANGES Dim - New Item Request Details


EGP_CATEGORY_DFF Dim - Item


EGP_CATEGORY_SETS_DFF Dim - Item


EGP_COMPONENT_DFF Dim - PIM - Components Details


EGP_ITEM_CLASS_DFF Dim - PIM - Item Class


EGP_ITEM_RELATIONSHIPS_DFF Dim - Cross Reference Item Details


EGP_ITEM_REVISIONS_DFF Dim - PIM - Item and Revisions Details


EGP_REFERENCE_DESIGNATOR_DFF Dim - PIM - Reference Designator


EGP_STRUCTURE_HEADER_DFF Dim - PIM - Structure Details


EGP_SUBSTITUTE_COMPONENT_DFF Dim - PIM - Substitute Component


EGP_SYSTEM_ITEMS_DFF Dim - Item


EGP_TRADING_PARTNER_ITEMS_DFF Dim - Trading Partner Item Details





INV_GRADES Dim - Inventory Grade


INV_ITEM_LOCATIONS Dim - Storage Location


INV_LOT_ATTRIBUTES Dim - Inventory Lot


INV_LOT_NUMBERS Dim - Inventory Lot


INV_MATERIAL_TXNS Dim - Inventory Details


INV_ORG_PARAMETERS Dim - Inventory Org


INV_SECONDARY_INVENTORIES Dim - Storage Location


INV_TRANSACTION_REASONS Dim - Receipt Transaction Reasons


INV_TRANSACTION_TYPES Dim - Movement Types


INV_TXN_SOURCE_TYPES Dim - Inventory Transaction Source Type


RCV_SHIPMENT_HEADERS Dim - Inbound Shipment Details


RCV_SHIPMENT_LINES Dim - Inbound Shipment Details


RCV_TRANSACTIONS Dim - Receipt Details


WSH_CARRIERS Dim - Carrier


WSH_DELIVERY_DETAILS Dim - Sales Pick Details


WSH_NEW_DELIVERIES Dim - Sales Pick Details



B

Mapping Between Oracle Fusion Offerings and Transactional Business Intelligence Subject Areas B-1

BMapping Between Oracle Fusion Offeringsand Transactional Business Intelligence

Subject Areas

This appendix includes a table showing the mapping between Oracle Fusion Applications offerings and the Oracle Transactional Business Intelligence subject areas and provides a procedure to generate your own report.

■ Oracle Fusion Applications - Subject Area Mapping Table

■ Generating a Permissions Report

B.1 Oracle Fusion Applications - Subject Area Mapping TableThis table shows the mapping between Oracle Fusion Applications offerings and Oracle Transactional Business Intelligence subject areas.

Table B–1 Mapping between Oracle Fusion offerings and Subject Areas

Oracle Fusion Applications Offering Subject Area Repository (rpd) Offering

Compensation Management Benefits—Action Items Real Time Fusion Compensation Management Transactional Analysis

Compensation Management Benefits—Enrollment Opportunities Real Time

Fusion Compensation Management Transactional Analysis

Compensation Management Benefits—Enrollments Real Time Fusion Compensation Management Transactional Analysis

Compensation Management Benefits—Potential Life Events Real Time


Compensation Management Benefits—Setup Real Time Fusion Compensation Management Transactional Analysis

Compensation Management Compensation—Salary Details Real Time


Compensation Management Compensation—Stock Details Real Time


Compensation Management Payroll—Payments Costing Real Time


Compensation Management Payroll—Payments Distribution Real Time


Oracle Fusion Applications - Subject Area Mapping Table

B-2 Oracle Fusion Transactional Business Intelligence Administrator's Guide

Compensation Management Payroll—Payroll Run Costing Real Time


Compensation Management Payroll—Payroll Run Results Real Time


Compensation Management Payroll—Retroactive Pay Real Time Fusion Compensation Management Transactional Analysis

Compensation Management Compensation—Workforce Compensation Budgets Real Time


Compensation Management Compensation—Workforce Compensation Real Time


Fusion Accounting Hub Financials Common Module— Intercompany Transactions Real Time

Fusion Financial Control and Reporting Transactional Analysis

Fusion Accounting Hub General Ledger—Balances Real Time Fusion Financial Control and Reporting Transactional Analysis

Fusion Accounting Hub General Ledger—Journals Real Time Fusion Financial Control and Reporting Transactional Analysis

Fusion Accounting Hub General Ledger—Period Status Real Time


Fusion Accounting Hub General Ledger—Transactional Balances Real Time


Financials Cash Management—Bank Statement Balances Real Time

Fusion Financials Transactional Analysis

Financials Cash Management—Bank Statement Line Charges Real Time


Financials Cash Management—Bank Statements Real Time


Financials Cash Management—External Cash Transactions Real Time


Financials Financials Common Module—Intercompany Transactions Real Time


Financials Fixed Assets—Asset Assignments Real Time


Financials Fixed Assets—Asset Balance Real Time


Financials Fixed Assets—Asset Depreciation Real Time


Financials Fixed Assets—Asset Financial Information Real Time


Financials Fixed Assets—Asset Retirements and Reinstatements Real Time


Financials Fixed Assets—Asset Source Lines Real Time


Financials Fixed Assets—Asset Transactions Real Time


Table B–1 (Cont.) Mapping between Oracle Fusion offerings and Subject Areas




Financials Fixed Assets—Asset Transfer Real Time


Financials General Ledger—Balances Real Time Fusion Financials Transactional Analysis

Financials General Ledger—Journals Real Time Fusion Financials Transactional Analysis

Financials General Ledger—Period Status Real Time


Financials General Ledger—Transactional Balances Real Time


Financials Payables Invoices—Holds Real Time Fusion Financials Transactional Analysis

Financials Payables Invoices—Installments Real Time


Financials Payables Invoices—Prepayment Invoice Distributions Real Time


Financials Payables Invoices—Transactions Real Time


Financials Payables Invoices—Trial Balance Real Time


Financials Payables Invoices—Withholding Real Time


Financials Payables Payments—Disbursements Real Time


Financials Payables Payments—Payment History Real Time


Financials Receivables—Adjustments Real Time


Financials Receivables—Credit Memo Applications Real Time


Financials Receivables—Credit Memo Requests Real Time


Financials Receivables—Disputes History Real Time


Financials Receivables—Miscellaneous Receipts Real Time


Financials Receivables—Payment Schedules Real Time


Financials Receivables—Receipt Conversion Rate Adjustments Real Time


Financials Receivables—Receipts History Real Time


Financials Receivables—Revenue Adjustments Real Time


Financials Receivables—Standard Receipts Real Time






Financials Receivables—Transactions Real Time Fusion Financials Transactional Analysis

Financials Subledger Accounting—Journals Real Time


Financials Subledger Accounting—Payables Summary Reconciliation Real Time


Financials Subledger Accounting—Receivables Summary Reconciliation Real Time


Financials Subledger Accounting—Supporting References Real Time


Incentive Compensation Incentive Compensation—Earning and Attainment Summary Real Time

Fusion Incentive Compensation Transactional Analysis

Incentive Compensation Incentive Compensation—Attainments Real Time


Incentive Compensation Incentive Compensation—Compensation Plan Assignments Real Time


Incentive Compensation Incentive Compensation—Credits Real Time


Incentive Compensation Incentive Compensation—Disputes Real Time


Incentive Compensation Incentive Compensation—Earnings Real Time


Incentive Compensation Incentive Compensation—Participant Balances Real Time


Incentive Compensation Incentive Compensation—Participant Compensation Plan Real Time


Incentive Compensation Incentive Compensation—Participant Detail Real Time


Incentive Compensation Incentive Compensation—Participant Interval Goals Real Time


Incentive Compensation Incentive Compensation—Participant Period Goals Real Time


Incentive Compensation Incentive Compensation—Pay Group Assignments Real Time


Incentive Compensation Incentive Compensation—Payment Plan Assignments Real Time


Incentive Compensation Incentive Compensation—Payments Real Time


Incentive Compensation Incentive Compensation—Paysheet Summary Real Time






Incentive Compensation Incentive Compensation—Transactions Real Time


Marketing CRM—Sales Predictor Input Fusion Marketing Transactional Analysis

Marketing CRM—Sales Predictor ROI Analyses Fusion Marketing Transactional Analysis

Marketing CRM—Sales Predictor Sales Estimation Analysis

Fusion Marketing Transactional Analysis

Marketing Marketing—CRM B2B Customers Fusion Marketing Transactional Analysis

Marketing Marketing—CRM B2C Customers Fusion Marketing Transactional Analysis

Marketing Marketing—CRM Campaign Launch Fusion Marketing Transactional Analysis

Marketing Marketing—CRM Campaign Performance


Marketing Marketing—CRM Campaigns and Contacts Real Time


Marketing Marketing—CRM Campaigns and Leads Real Time


Marketing Marketing—CRM Campaigns and Opportunities Real Time


Marketing Marketing—CRM Interactions and Campaigns Real Time


Marketing Marketing—CRM Interactions and Leads Real Time


Marketing Marketing—CRM Interactions Real Time


Marketing Marketing—CRM Lead to Order Fusion Marketing Transactional Analysis

Marketing Marketing—CRM Leads Fusion Marketing Transactional Analysis

Marketing Marketing—CRM Leads and Opportunities Real Time


Marketing Marketing—CRM Leads Real Time Fusion Marketing Transactional Analysis

Marketing Marketing Segmentation Cache and Saved Results Real Time


Marketing Marketing Segmentation Campaigns Fusion Marketing Transactional Analysis

Marketing Marketing Segmentation Interactions Fusion Marketing Transactional Analysis

Marketing Marketing Segmentation Leads Fusion Marketing Transactional Analysis





Marketing Marketing Segmentation Opportunities


Marketing Marketing Segmentation Responses Fusion Marketing Transactional Analysis

Marketing Marketing Segmentation Targets Fusion Marketing Transactional Analysis

Marketing RTD—Model Analysis Fusion Marketing Transactional Analysis

Marketing Sales Predictor Output Fusion Marketing Transactional Analysis

Marketing Sales Prospector Dashboard Fusion Marketing Transactional Analysis

Marketing Territory Management—CRM Leads Fusion Marketing Transactional Analysis

Marketing Territory Management—CRM Sales Accounts


Materials Management and Logistics Costing—COGS And Gross Margin Real Time

Fusion Materials Management and Logistics Transactional Analysis

Materials Management and Logistics Costing—Cost Accounting Real Time


Materials Management and Logistics Costing—Inventory Valuation Real Time


Materials Management and Logistics Costing—Item Cost Real Time Fusion Materials Management and Logistics Transactional Analysis

Materials Management and Logistics Costing—Receipt Accounting Real Time


Materials Management and Logistics Inventory—Inventory Balance Real Time


Materials Management and Logistics Inventory—Inventory Supply Real Time


Materials Management and Logistics Inventory—Inventory Transactions Real Time


Materials Management and Logistics Inventory—Organization Real Time Fusion Materials Management and Logistics Transactional Analysis

Materials Management and Logistics Receiving—Interorganization Receipts Real Time


Materials Management and Logistics Receiving—Intransit Advanced Shipment Notifications Real Time


Materials Management and Logistics Receiving—Intransit Interorganization Inventory Transfers Real Time


Materials Management and Logistics Receiving—Intransit Shipments Real Time


Materials Management and Logistics Receiving—Purchase Receipts Real Time






Materials Management and Logistics Receiving—Receipts Real Time Fusion Materials Management and Logistics Transactional Analysis

Materials Management and Logistics Receiving—Transactions Real Time Fusion Materials Management and Logistics Transactional Analysis

Materials Management and Logistics Receiving—Unordered Receipts Real Time


Materials Management and Logistics Shipping Real Time Fusion Materials Management and Logistics Transactional Analysis

Order Orchestration Distributed Order Orchestration—Fulfillment Lines Real Time

Fusion Order Orchestration Transactional Analysis

Order Orchestration Distributed Order Orchestration—Order Headers Real Time


Order Orchestration Distributed Order Orchestration—Order Holds Real Time


Order Orchestration Distributed Order Orchestration—Order Lines Real Time


Order Orchestration Distributed Order Orchestration—Price Adjustments Real Time


Order Orchestration Distributed Order Orchestration—Process Instances Real Time


Sales Partners—CRM Leads and Opportunities Real Time

Fusion Partner Transactional Analysis

Sales Partners—CRM Opportunities and Products Real Time


Sales Partners—CRM Partner Overview Fusion Partner Transactional Analysis

Sales Partners—CRM Partner Performance Real Time


Sales Partners—CRM Partner Programs Fusion Partner Transactional Analysis

Sales Partners—CRM Partners and Products Real Time


Sales Partners—CRM Program Enrollments Real Time


Sales Partners—CRM Program Performance Real Time


Sales Partners—CRM Registered Leads Real Time


Procurement Procurement—Implemented Change Orders Real Time

Fusion Procurement Transactional Analysis

Procurement Procurement—Pending Change Orders Real Time






Procurement Procurement—Purchasing Agreements Real Time


Procurement Procurement—Purchasing Real Time Fusion Procurement Transactional Analysis

Procurement Procurement—Requisitions Real Time


Procurement Sourcing—Supplier Awards Real Time


Procurement Sourcing—Supplier Negotiations Real Time


Procurement Sourcing—Supplier Responses Real Time


Procurement Sourcing—Supplier Real Time Fusion Procurement Transactional Analysis

Product Management Product Management—Change Order Line Real Time

Fusion Product Management Transactional Analysis

Product Management Product Management—Change Order Real Time


Product Management Product Management—Components Real Time


Product Management Product Management—Cross Reference Item Real Time


Product Management Product Management—Item Revisions Real Time


Product Management Product Management—New Item Request Line Real Time


Product Management Product Management—New Item Request Real Time


Product Management Product Management—Related Item Real Time


Product Management Product Management—Source System Item Real Time


Product Management Product Management—Structures Real Time


Product Management Product Management—Trading Partner Item Real Time


Product Management Project Billing—Invoices Real Time Fusion Projects Transactional Analysis

Product Management Project Billing—Revenue Real Time Fusion Projects Transactional Analysis

Product Management Project Control—Budgets Real Time Fusion Projects Transactional Analysis

Product Management Project Costing—Actual Costs Real Time

Fusion Projects Transactional Analysis

Product Management Project Costing—Commitments Real Time






Product Management Project Costing—Unprocessed Transactions Real Time


Sales Sales—CRM Customer Overview Fusion Sales Transactional Analysis

Sales Sales—CRM Customers and Contacts Real Time

Fusion Sales Transactional Analysis

Sales Sales—CRM Customers and Sales Resources Real Time


Sales Sales—CRM Forecasting Fusion Sales Transactional Analysis

Sales Sales—CRM Interactions and Customers Real Time


Sales Sales—CRM Interactions and Opportunities Real Time


Sales Sales—CRM Opportunities and Competitors Real Time


Sales Sales—CRM Opportunities and Partners Real Time


Sales Sales—CRM Opportunities and Products Real Time


Sales Sales—CRM Pipeline Fusion Sales Transactional Analysis

Sales Sales—CRM Quota Management Fusion Sales Transactional Analysis

Sales Sales—CRM Sales Activity Fusion Sales Transactional Analysis

Sales Sales—Prospector Dashboard Fusion Sales Transactional Analysis

Sales Territory Management—CRM Forecast


Sales Territory Management—CRM Leads Fusion Sales Transactional Analysis

Sales Territory Management—CRM Pipeline


Sales Territory Management—CRM Quota Fusion Sales Transactional Analysis

Sales Territory Management—CRM Sales Accounts


Workforce Deployment Benefits—Action Items Real Time Fusion Workforce Deployment Transactional Analysis

Workforce Deployment Benefits—Enrollment Opportunities Real Time

Fusion Workforce Deployment Transactional Analysis

Workforce Deployment Benefits—Enrollments Real Time Fusion Workforce Deployment Transactional Analysis

Workforce Deployment Benefits—Potential Life Events Real Time


Workforce Deployment Benefits—Setup Real Time Fusion Workforce Deployment Transactional Analysis

Workforce Deployment Compensation—Salary Details Real Time


Workforce Deployment Compensation—Stock Details Real Time






Workforce Deployment Payroll—Payments Costing Real Time


Workforce Deployment Payroll—Payments Distribution Real Time


Workforce Deployment Payroll—Payroll Run Costing Real Time


Workforce Deployment Payroll—Payroll Run Results Real Time


Workforce Deployment Payroll—Retroactive Pay Real Time Fusion Workforce Deployment Transactional Analysis

Workforce Deployment Workforce Goals—Goal Alignments Real Time


Workforce Deployment Workforce Goals—Goal Status Overview Real Time


Workforce Deployment Workforce Goals—Goal Tasks Real Time


Workforce Deployment Workforce Goals—Target Outcomes Real Time


Workforce Deployment Workforce Management—Absence Real Time


Workforce Deployment Workforce Management—Employment Contract Real Time


Workforce Deployment Workforce Management—Grade Rate Real Time


Workforce Deployment Workforce Management—Person Real Time


Workforce Deployment Workforce Management—Position Real Time


Workforce Deployment Workforce Management—Work Relationship Real Time


Workforce Deployment Workforce Management—Worker Assignment Event Real Time


Workforce Deployment Workforce Management—Worker Assignment Real Time


Workforce Deployment Workforce Performance—Performance Document Status Real Time


Workforce Deployment Workforce Performance—Performance Rating Distribution Real Time


Workforce Deployment Workforce Performance—Performance Rating Real Time


Workforce Deployment Workforce Performance—Performance Task Status Real Time






Workforce Deployment Workforce Profiles—Library Objects Real Time


Workforce Deployment Workforce Profiles—Model Profile Real Time


Workforce Deployment Workforce Profiles—Person Profile Real Time


Workforce Deployment Compensation—Workforce Compensation Budgets Real Time


Workforce Deployment Compensation—Workforce Compensation Real Time


Workforce Deployment Workforce Talent Review—Talent Review Meeting Real Time


Workforce Development Workforce Goals—Goal Alignments Real Time

Fusion Workforce Development Transactional Analysis

Workforce Development Workforce Goals—Goal Status Overview Real Time


Workforce Development Workforce Goals—Goal Tasks Real Time


Workforce Development Workforce Goals—Target Outcomes Real Time


Workforce Development Workforce Management—Absence Real Time


Workforce Development Workforce Management—Employment Contract Real Time


Workforce Development Workforce Management—Grade Rate Real Time


Workforce Development Workforce Management—Person Real Time


Workforce Development Workforce Management—Position Real Time


Workforce Development Workforce Management—Work Relationship Real Time


Workforce Development Workforce Management—Worker Assignment Event Real Time


Workforce Development Workforce Management—Worker Assignment Real Time


Workforce Development Workforce Performance—Performance Document Status Real Time


Workforce Development Workforce Performance—Performance Rating Distribution Real Time


Workforce Development Workforce Performance—Performance Rating Real Time




Generating a Permissions Report


B.2 Generating a Permissions ReportTo see the assigned access permissions between subject areas and roles, you can run a Permission Report using the Business Intelligence Administration Tool. This report shows the roles assigned to each Subject Area along with the permissions that the role has against that Subject Area.

To generate the report:

1. Log in to the Oracle BI Administration Tool and connect offline to the Oracle Fusion Repository.

2. Select the Subject Areas for which you require a Permission Report.

Workforce Development Workforce Performance—Performance Task Status Real Time


Workforce Development Workforce Profiles—Library Objects Real Time


Workforce Development Workforce Profiles—Model Profile Real Time


Workforce Development Workforce Profiles—Person Profile Real Time


Workforce Development Compensation—Workforce Compensation Budgets Real Time


Workforce Development Compensation—Workforce Compensation Real Time


Workforce Development Workforce Talent Review—Talent Review Meeting Real Time






3. Right-click the selected area and select Permissions Report.

4. Review the generated Permissions Report for the permissions assigned per role for each Subject Area.



5. Click Save As to save the report in CSV format.

Oracle Fusion Applications Administering Reports …...[1]Oracle® Fusion Applications Administering...

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