Getting Mobile with Oracle BI Enterprise Edition

Quick Start Guide
Getting Mobile with
Oracle BI Enterprise Edition
This guide describes the most common tasks when using Oracle BI Mobile to access, analyze, and share
data from the iPad for viewing actionable intelligence and for making critical and timely business decisions.
It also describes, for administrators, how to manage mobile privileges and enforce security.
For more detailed information about these and other tasks, see the Oracle BI EE documentation on Oracle
Technology Network.
Before Beginning
Before you start using Oracle BI Mobile:
Make sure your iPad is connected to the Internet. If your Oracle BI Presentation
Services host server is accessed through a VPN, make sure your iPad’s VPN setting is
ON. On your iPad, tap the Home button, then tap Settings.
Secure your iPad with a Passcode Lock. Tap the Home button, then tap Settings.
The Passcode Lock is for the protection of your locally-saved BI content.
Make sure you have the following information regarding your Oracle BI Presentation
Services host server, available from your system administrator: server name (host);
port; your standard Oracle BI EE login credentials. In addition, you need to know
whether your server connections will enforce security using SSL and SSO.
Installing and Starting Oracle BI Mobile
Getting the Oracle BI Mobile Client
You install the Oracle BI Mobile application from
Apple’s App Store.
1.
2.
On your iPad, search the App Store for
"Oracle".
Select the "Oracle BI HD" application, and
tap the Install button.
OR:
Using a QR code scanner on your iPad, scan this
QR code to access the Oracle BI Mobile
application.
Launching Oracle BI Mobile for the First Time
1.
On your iPad's Home screen, tap the Oracle BI Mobile application icon.
2.
In the end-user licensing agreement, scroll to read, and if you agree to the terms, tap Accept.
3.
In the Login screen, tap the Add Server row to enter your initial server configuration settings.
4.
In the Server Setting screen, specify the following:
Name (enter any name for this server connection)
Host
Port
Your standard username/password for Oracle BI EE
5.
Tap Save.
6.
Tap Login.
Managing Server Connections
Access the Server Settings screen by tapping the Options icon. This is
where you can add, modify, switch, and remove server connections.
Adding a Server Connection
1.
In the branding bar, tap the Options icon, then tap
Settings.
2.
Tap the Add Server row (with the blue Add icon).
3.
In the Server Setting screen, complete the fields.
4.
Tap Save.
Switching Servers
You can change the server you connect to by default, which will relaunch the application. To change your default server:
1.
In the branding bar, tap the Options icon, then tap Settings.
2.
Tap the row for the server connection to which you want to switch.
3.
In the confirmation dialog, tap OK.
Removing a Server Connection
Note: The default server connection cannot be deleted. The default server is the
one that has the green checkmark next to it. If you want to delete a server
connection that is set as the default, first log out, then switch to a new default
server.
1.
In the branding bar, tap the Options icon, then tap Settings.
2.
Tap the row for the server connection you want to delete.
3.
Scroll down to the red Delete Server button, and tap it.
4.
Tap Done.
Viewing Oracle BI Content on the iPad
Navigating the Catalog and Finding
Dashboards
Performing Searches
To choose the catalog objects you want your searches to
be performed on:
1.
2.
3.
To the right of the Search field, tap the Search
Settings icon (the gear).
In the Search Settings dialog, tap the ON/OFF toggle
for each type of catalog object you want to include or
exclude in searches.
Tap Done.
You can navigate the catalog in any of the following ways:
Slide or scroll through your recently viewed objects in the
carousel view.
Slide or scroll through your favorite objects in the carousel view
after tapping the Favorites icon.
Access your dashboards directly in a special dashboards hierarchy
view by tapping the Dashboards icon.
Perform searches to access BI content that you have not already
viewed or marked as favorite.
.
To search for BI content:
1.
2.
In the tab bar, tap the Search icon.
In the Search field at the top of the Search view,
enter your search criteria. An example of criteria
is "UPC*" to search all content for which the
content name begins with "UPC".
The syntax of the search string is identical to that of the desktop
version of Oracle BI EE, including usage of special characters.
Search criteria are case-insensitive.
3.
Tap the Search key in the keyboard.
Your search is performed on the server and the search results are
displayed in a list. Tap a row to open BI content.
4.
(Optional) If you perform a search within a specific, highlighted
location, and then want to expand your search to the entire
catalog, you can tap Continue searching in other folders to
do so.
Accessing the Online Help for Oracle BI Mobile
Access the online help for Oracle BI Mobile in one of the following ways:
In the branding bar, tap the Options icon, then tap Help.
Visit Oracle Technology Network.
Using a QR code scanner on your iPad, aim the camera lens at this QR code:
Quick Reference of Gestures
Gesture
What It Does
Tap
Tap on a bar (or other marker) in a graph to display a tooltip
(equivalent to hover, in the desktop version) with a button
containing the corresponding left-click action.
Quick Reference of Icons
Alerts icon
All/Highlighted
Tap on a control or item to select it or press it.
Tap and Hold
In a table, pivot table, or trellis, tap and hold to access a list of
available options or a tooltip.
In a scorecard, tap and hold on a scorecard diagram node or
watchlist table cell to access the context menu.
In a tooltip, if a menu item's text exceeds the width of the
context menu, tap and hold the item to view the entire text of
the menu option.
Double Tap
In a view, double tap to expand the view to fill the entire
screen.
In a scorecard, double tap on a node within a scorecard strategy
contribution wheel to re-focus the diagram on that node.
Drag (OneFinger)
To pan the entire view, drag one finger.
To pan in a map, drag one finger.
To reposition a tooltip in a graph, drag it.
In a list or menu, drag up or down to scroll.
In a data table, drag up or down to scroll.
In a dashboard, drag to scroll.
toggle
Options icon
Search Settings icon
Home icon
Add icon
Next icon
List-style Display icon
Carousel-style Display icon
Previous icon
Drag (TwoFinger)
In a scorecard, to scroll a watchlist, drag two fingers.
To scroll a dropdown list, if a one-finger drag does not work,
drag two fingers.
Back arrow
Flick
Flick to scroll or pan quickly.
Dashboard page icon
Pinch
Pinch two fingers together or apart. In a map, pinch to zoom
out or in.
Legend icon
In most scorecard diagrams, pinch to zoom out or in.
In a scorecard strategy contribution wheel, pinch to increase or
decrease the number of concentric rings displayed.
Swipe
In a list, swipe on an item to delete it.
Four-Finger
Swipe
Reveals the multitasking bar so that you can move between iPad
applications.
Changeable prompt operator
button
Funnel icon
For the Administrator
Managing Mobile Privileges
In Oracle BI Presentation Services Administration, check that user
privileges are set appropriately.
1.
2.
3.
4.
5.
6.
7.
From the Home page in Presentation Services, click
Administration.
In the Security area, click Manage Privileges.
In the Access component part of the list, click BI Consumer
Role next to the Access to Mobile privilege.
Add application roles as necessary, and make sure the
permission is granted for the Mobile Access privilege to the
appropriate users.
Click OK.
In the Mobile component part of the list, click BI Consumer
Role next to the Enable Local Content privilege.
Add application roles as necessary, and make sure the
permission is granted for the Enable Local Content privilege to
the appropriate users.
Note: To add greater security to your BI content, select the
Denied option for the Enable Local Content privilege. This
prevents users from saving BI content onto their iPads.
8.
9.
In the Mobile component part of the list, click BI Consumer
Role next to the Search privilege.
Add application roles as necessary, and make sure the
permission is granted for the Search privilege to the
appropriate users.
Enforcing Security
There are security measures you can take with
your iPad, outside of Oracle BI Mobile, that can
enhance the security of your BI content and
your organization's data. For example, you can
enforce device security policies with regard to
password protection. You can also remotely
wipe the device clean in case of theft or loss.
Using Passcode Lock to Protect
Content Saved Locally
As a user of Oracle BI Mobile, it is important
to remember that any network security that
your iPad connects through to access the
Oracle BI server has no bearing on BI content
saved locally onto your device. For that
reason, using Passcode Lock (in the General
section of your iPad's Settings screen) is vital
for protecting local BI content in case of
device loss or theft.
Using the Security Toolkit for Oracle BI Mobile
The security toolkit for Oracle BI Mobile is delivered
through Oracle Technology Network. It includes a
license agreement for software vendors, and a FAQ
with instructions for use.
To find the FAQ and the toolkit, search on "security
toolkit" in the Downloads section of Oracle Technology
Network. Scan this QR code to go to Oracle
Technology Network.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
E37753-01
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