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Administering the Presentation Catalog

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Objectives

After completing this lesson, you should be able to:


• Navigate and work with objects on the Catalog page
• Describe the use of roles in administering permissions
• Administer Oracle Business Intelligence Presentation
Catalog permissions
• Administer system privileges

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Administering Objects in the
Presentation Catalog
New Search

Toggle to
admin Refresh
view
Show quick Sort by name, type,
access modified date, and owner.
folders.
Folders
pane

Selected
object
Selected
object
Tasks
pane

Available tasks for


the selected object

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Searching the Catalog

Search the catalog in one of two ways:

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Security Goal: Access and Actions

• Users can access only the data that is appropriate for


them.
– Achieved by applying access control in the form of catalog
permissions
– Performed on the Catalog and Home pages
• Users can perform only those actions that are appropriate
to them.
– Achieved by applying user rights in the form of privileges
– Performed on the Administration page

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Oracle BI Security and Catalog Security

• Users, groups, and roles control:


– Catalog object permissions
— For example, analyses and dashboards
– Privileges for BI feature access
• Login rights, user authentication, and groups and roles are:
– Governed through components in the Fusion BI Domain
– Provided with default groups and roles for most initial
security needs

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Default BI Roles

• Roles drive permissions and privileges.


• Oracle BI provides default roles and privilege settings.
Administrative user

Default application roles

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Presentation Catalog
Folder and Object Permissions
• Permissions control access to shared information in
catalog objects and Interactive Dashboards.
• Permission types can be customized and include:
– Full Control
– Modify
– Open
– Traverse
– No Access

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Permission Inheritance

• Permissions granted explicitly to a user have precedence


over privileges granted through application roles.
• Permissions granted explicitly to an application role take
precedence over any privileges granted through other
application roles.
• If security attributes conflict at the same level, a user or
application role is granted the least restrictive security
attribute.

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Default Application Role Hierarchy Example

BI Consumers Group
BI Consumer App Role
User1, User2, User3 Permission: access analyses

B IAuthors Group B IAuthor App Role


User4, User5 Permission: create analyses

BI Administrators Group
BI Administrator App Role
User6, User7 Permission: manage repository

User Name Group Membership: Application Role Membership: Permission Grants:


Explicit/Inherited Explicit/Inherited Explicit/Inherited
User1
User2 BI Consumers: Explicit BI Consumers: Explicit Access analyses: Explicit
User3

User4 B IAuthors: Explicit B IAuthors: Explicit Create analyses: Explicit


User5 BI Consumers: Inherited BI Consumers: Inherited Access analyses: Inherited

User6 BI Administrators: BI Administrators: Explicit Manage repository: Explicit


User7 Explicit B IAuthors: Inherited Develop analyses: Inherited
B IAuthors: Inherited BI Consumers: Inherited Access analyses: Inherited
BI Consumers: Inherited

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Setting Object Permissions

To set permissions on a catalog folder or object:


1. Click Permissions.
2. Add roles.
3. Set permissions.

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1. Click Permissions

Select a folder or catalog folder and click Permissions.

Permissions toolbar
Owner and
location.

Assign owner.

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2. Add Roles

Add users or roles to the Permissions list.

1 Search for users and roles.

Limit search to
users or roles. Show effective
permissions.
Selected role is added
3 to the Permissions list.
2

Default
application
roles

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3. Set Permissions

Set object permissions

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Viewing and Setting Properties

Properties control object attributes.

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Setting System Privileges

To set system privileges:


1. Click Administration and Manage Privileges links.
2. Pick users and roles.

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1. Click Administration and
Manage Privileges Links

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2. Pick Users and Roles

Add Users/Roles button 2

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Catalog Groups

Create and manage groups specific to the Presentation


Catalog.
Create new Group. Delete group.

Edit Group.

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Archiving Catalog Items

Select an object in the catalog and click Archive.

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Summary

In this lesson, you should have learned how to:


• Navigate and work with objects in the Catalog page
• Describe the use of roles in administering permissions
• Administer Oracle Business Intelligence Presentation
Catalog permissions
• Administer system privileges

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Practice 3: Overview

This practice covers administering catalog objects and


permissions with users and roles.

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Quiz: Overview

This quiz examines your knowledge of the Presentation


Catalog and managing permissions.

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Quiz

Which of the following are ways to access the permission for an


object?
a. Use the Permissions task in the Tasks pane in the Catalog
page.
b. Click the More link for an object in the Home page and
select Permissions.
c. Click the object’s Edit link and open its properties in the
Analysis Editor.

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Quiz

If security attributes conflict for an object, a user or an


application role is granted the least restrictive security attribute.
a. True
b. False

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