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  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown5.0
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, BI Publisher Reports, OTBI, Reporting and Analytics, Sample Reports in Reporting and Analytics for SCM public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown44.6
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Ling Xiang
    R13.18A OTBI BI Catalog Lockdown24.7
    Topic posted June 15, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Reporting and Analytics in Sales > Reporting and Analytics for Sales public
    Title:
    R13.18A OTBI BI Catalog Lockdown
    Summary:
    With 13.18A release customers will no longer be able to modify the shipped BI catalog content.
    Content:

    R13.18A OTBI Product Alert

    This product alert is published by Oracle OTBI Product Development.

    Release 13.18A Factory BI Catalog Lockdown

    To minimize upgrade regression, an enhancement has been introduced in the 13.18A release to permanently make the shipped BI catalog content read-only.  If users attempt to modify the shipped BI catalog content including folder permissions, they will receive an alert "You are not allowed to modify factory content. Save your own content in /Shared/Custom."  Customers that upgrade from R12 to R13 will no longer be able to make changes to the delivered BI catalog even with BI Administrator role. Starting with R13.18A, BI catalog folders will behave as follows:

    • Customers must save all custom content in /Shared/Custom folder or create new sub-folders under /Shared to maintain custom content.
    • Except for /Shared/Custom folder, customers can no longer make any modifications to the delivered BI catalog. If a user attempts to add, change or remove any object including permission list in the delivered catalog folder, he/she will get an error "You are not allowed to modify factory content. Save your own content in /Shared/Custom."
    • Customers are permitted to retain EXISTING custom top-level folders under Shared. All existing content in those top-level custom folders will be preserved.
    • Customers cannot add, remove or change permissions on the shipped folders, e.g. /Shared/ Human Capital Management
    • Customers cannot modify the folder permissions to 'hide' the shipped factory catalog folder, e.g. hide /Shared/Marketing.
    Impact on R12 upgrade customers:
    • For customers upgrading from R12, all existing custom content in /Shared/Custom or custom folders under /Shared and their sub-folders will remain as they are.  However, if customers have modified the content in the delivered BI catalog folders, e.g. added custom reports, modified delivered reports, modified folder or report permission, all changes to this content will be lost after the R13 upgrade.  Customers are advised to archive their custom BI catalog to a file prior to R13 upgrade; and after R13 upgrade customers can unarchive the custom projects in the /Shared/Custom folder.  

     

    • Fusion application users are auto-provisioned with BI Consumer role, which allows them to read and traverse the BI catalog folders. This access is for folder viewing and navigation only and doesn't give the user the privilege to view, open, edit and execute BI reports, for which the user has no security authorization. An enhancement is in development to restrict access to BI catalog folders such that a user will no longer be able to see and traverse BI catalog folders that he or she has no security authorization to access.
  • Ling Xiang
    R13 Financials OTBI subject area to database lineage mapping...334.8
    Topic posted August 4, 2017 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports in Reporting and Analytics for ERP public
    Title:
    R13 Financials OTBI subject area to database lineage mapping spreadsheet
    Summary:
    This spreadsheet documents R13 Financials OTBI subject areas to database lineage mapping and subject area security.
    Content:

    This spreadsheet is published by Oracle OTBI Development.  This spreadsheet documents Fusion Financials OTBI subject areas, the corresponding View Objects and database tables and columns.  Customers can use this spreadsheet to search for reporting fields in OTBI subject areas or trace the lineage from subject area to database tables, columns and view objects or vice versa.  

    This spreadsheet also documents subject area security duty roles and job roles.

    The spreadsheet applies to Financials R13. 

  • Ifeanyi Katchy
    Purchasing Documents Pending Approval304.9
    Topic posted February 24, 2017 by Ifeanyi KatchyBronze Medal: 1,250+ Points, tagged BI Publisher, Fusion Procurement reporting, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    Purchasing Documents Pending Approval
    Summary:
    A Report showing purchasing documents which are currently pending approval and the person they are currently assigned to.
    Content:

    - If you want a report that simply shows the current approver for a purchasing document (that is, you want to know with whom a document is pending), you can create one using the BPM UI Views. Please see the image in the attached document BPM UI View - PendingApproverReport. Note that you will need to create a seperate report (i.e. seperate BPM UI View) for each type of purchasing document approval process that you are interested in.

     

    - If you need more details, such as how long the document has been pending with the current approver, the approver's email, their manager's email and so on, follow the instructions below to download and run a report created using BI Publisher. This is a single report which covers purchase orders, contract purchase agreements, blanket purchase agreements and requisitions. The report is only available from Release 12.

    To add this content to your environment:

    1. For R12 environment
      • Download RPT_PendingApprover.xdoz
      • Download DM_PendingApprover.xdmz
      •  
    2. For R13 (and higher) environments
      • Download RPT_PendingApprover.xdoz
      • Download DM_PendingApprover_R13.xdmz
      • Rename DM_PendingApprover_R13.xdmz to DM_PendingApprover.xdmz
      •  
    3. Log in to BI Publisher, click on the Catalogs link and locate the folder where you want to save the report and its corresponding data model e.g. Shared Folders>Custom
    4. Click the ‘Upload Resource’ icon
    5. Select the Data Model File (DM_PendingApprover.xdmz) and click to Upload
    6. Repeat Steps 3 & 4 for the Report File (RPT_PendingApprover.xdoz)
    7. Both the data model and report should now be successfully uploaded and visible in your catalog
    8. Select the report and click on ‘Open’ to run the report
  • Ling Xiang
    R12 ERP OTBI subject areas to database tables mapping...104.9
    Topic posted March 30, 2017 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, Fusion Procurement reporting, Fusion Project reporting, Fusion Supply Chain Management reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports, Tip in Reporting and Analytics for ERP public
    Title:
    R12 ERP OTBI subject areas to database tables mapping spreadsheets
    Summary:
    R12 Financial and Supply Chain Management OTBI subject areas to database tables mapping spreadsheets
    Content:

    These spreadsheets are published by Oracle OTBI Development.  These spreadsheets document Fusion Financial and Supply Chain Management OTBI subject areas and the corresponding View Objects and database tables and columns.  Customers can use these spreadsheets to search for reporting fields in OTBI subject areas or trace the lineage from subject areas to database tables, columns and view objects or vice versa.  

    The spreadsheets apply to Fusion ERP and SCM Release 12.

    Please note In R12 users can search for a field in a subject area in OTBI.

  • Ling Xiang
    R11 ERP OTBI Subject Area Mapping to Fusion Database Tables144.9
    Topic posted June 6, 2016 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, Fusion Procurement reporting, Fusion Project reporting, Fusion Supply Chain Management reporting, OBI Answers, OBIEE Answers, OTBI in Reporting and Analytics for ERP public
    Title:
    R11 ERP OTBI Subject Area Mapping to Fusion Database Tables
    Summary:
    Release 11 ERP OTBI subject area database table mapping spreadsheet
    Content:

    This spreadsheet is published by Oracle OTBI Development.  This spreadsheet documents Fusion ERP OTBI subject areas, columns and the corresponding HCM database tables and columns.  Customers can use this spreadsheet to search for subject area reporting content or trace the corresponding database table and column for a subject area reporting field.

    The spreadsheet applies to Fusion ERP Release 11.

     

  • Ling Xiang
    New OTBI Help Landing Page5.0
    Topic posted October 9, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, Fusion Procurement reporting, Fusion Project reporting, Fusion Supply Chain Management reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports, Tip in Reporting and Analytics for ERP public
    Title:
    New OTBI Help Landing Page
    Summary:
    Introducing a brand-new OTBI Help Landing Page
    Content:

    This e-mail is sent by Oracle OTBI product management.

    Starting with Release 13.18.10, a brand-new OTBI Help landing page is available -> https://docs.oracle.com/en/cloud/saas/business-intelligence/index.html.  From an OTBI 18.10 instance (or a later release), users can click on the ‘OTBI Help’ link in Answers and launch the OTBI Help landing page.  This page is a quick launch pad to relevant OTBI help documents – subject area guide, data lineage, report list and OTBI product Help.  Users can also book mark the OTBI Help landing page and launch it directly from a browser.  The OTBI Help landing page will save users from having to go to different places to locate OTBI help.  

    The subject area guide is a new tool that gives users helpful information on how to use a subject area, related business questions, and security roles.  The hyper-linked subject area guide replaces the subject area description spreadsheets that OTBI product management have published in Customer Connect.  

    We welcome your feedback on the new OTBI Help landing page and suggestions on improving OTBI help and usability.

    Image:
  • Ling Xiang
    New OTBI Help Landing Page15.0
    Topic posted October 9, 2018 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Chart, Dashboard, Infolets, Reporting and Analytics, Shared Reports, Tip in Sales > Reporting and Analytics for Sales public
    Title:
    New OTBI Help Landing Page
    Summary:
    Introducing a brand-new OTBI Help Landing Page
    Content:

    This e-mail is sent by Oracle OTBI product management.

    Starting with Release 13.18.10, a brand-new OTBI Help landing page is available -> https://docs.oracle.com/en/cloud/saas/business-intelligence/index.html.  From an OTBI 18.10 instance (or a later release), users can click on the ‘OTBI Help’ link in Answers and launch the OTBI Help landing page.  This page is a quick launch pad to relevant OTBI help documents – subject area guide, data lineage, report list and OTBI product Help.  Users can also book mark the OTBI Help landing page and launch it directly from a browser.  The OTBI Help landing page will save users from having to go to different places to locate OTBI help.  

    The subject area guide is a new tool that gives users helpful information on how to use a subject area, related business questions, and security roles.  The hyper-linked subject area guide replaces the subject area description spreadsheets that OTBI product management have published in Customer Connect.  

    We welcome your feedback on the new OTBI Help landing page and suggestions on improving OTBI help and usability.

    Image:
  • Ling Xiang
    R13 Risk Management OTBI subject area Description...15.0
    Topic posted August 4, 2017 by Ling XiangGold Trophy: 10,000+ Points, tagged BI Publisher, Fusion Financial reporting, OBI Answers, OBIEE Answers, OTBI, Reports, Sample Reports in Reporting and Analytics for ERP public
    Title:
    R13 Risk Management OTBI subject area Description documentation
    Summary:
    R13 Risk Management OTBI subject area Description documentation
    Content:

    This documentation is published by Oracle OTBI development.  This document provides users a functional understanding of Risk Management subject areas - what they contain, key business questions that can be answered with the analyses built using the subject areas, the primary navigation paths in the application UI that contain information related to specific subject areas, and other useful information.  This document also contains information on the duty and job roles that provide access to each subject area.