Viewing and Editing Catalog Objects in XML

Configuring and Managing the Oracle BI Presentation Catalog 17-31

17.10 Archiving and Unarchiving Using Catalog Manager

Catalog Manager provides the ability to archive and unarchive either an individual catalog folder or an entire catalog. See the following list for important information on this functionality: ■ When you archive an individual catalog folder, all objects in the folder and the folders subfolders are saved in single compressed file. Properties and attributes of objects are included in the archive file. ■ When you unarchive an individual catalog folder, the archive file is uncompressed and all objects in the folder and the folders subfolders are then stored in the current offline catalog. Existing folders that have the same names as folders being unarchived are overwritten without warning. ■ Archiving and unarchiving an entire catalog using Catalog Manager or the Catalog page in Presentation Services is not recommended. Instead, use either the 7-Zip utility or .tar.gz files on UNIX systems for archiving and unarchiving an entire catalog. ■ Do not use the following utilities when archiving and unarchiving an entire catalog: – WinZip — The WinZip utility does not always handle extended UNIX file permissions properly. Using the WinZip utility to move catalogs in heterogeneous environments might lead to corrupted catalog files. – FTP — Some third-party FTP programs rename internal files, which might lead to corrupted catalog files. Before moving a catalog using an FTP program, use the 7-Zip utility to compress the catalog into one file. You can use the Catalog page in Presentation Services to archive and unarchive objects. For information, see Archiving Objects in Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition.

17.10.1 Archiving a Folder Using Catalog Manager

Use the following procedure to archive a catalog folder. To archive an individual catalog folder in the catalog to a file that you specify: 1. In Catalog Manager, open the catalog in offline mode.

2. Highlight the catalog folder and from the File menu, select Archive.

3. In the Archive File Path field, specify the path name of the file in which to archive

the folder. Click Browse to display a dialog for selecting the path name. 4. To archive the: ■ Timestamps that are assigned to the objects and folders that you are archiving, then select the Keep file time stamps option. If you do not select this option, then the archiving process does not include timestamp information and the Old option in the Paste Overwrite area of the Preferences dialog is ignored. Upon unarchiving, the system applies a timestamp that indicates the time at which the object or folder is unarchived. See Section 17.6.2.2, Advanced Options for Pasting Objects for more information. ■ Permissions that are assigned to each object or folder, then select the Keep permissions option. 17-32 System Administrators Guide for Oracle Business Intelligence Enterprise Edition If you do not select this option, then the archiving process does not include any permissions and the options in the Paste ACL area of the Preferences dialog are ignored. Upon unarchiving, the system assigns the parent folders permissions to all of the objects and folders.

5. Click OK.

17.10.2 Unarchiving a Folder Using Catalog Manager

Unarchiving is similar to pasting and therefore requires that you understand the issues that relate to permissions and ACLS as described in Section 17.6.2.2, Advanced Options for Pasting Objects. Use the following procedure to unarchive a catalog folder. To unarchive a catalog folder: 1. In Catalog Manager, open the catalog in offline mode. 2. To unarchive a catalog folder, navigate to the location where you want to unarchive the folder.

3. From the File menu, select Unarchive.

4. In the Archive File Path field, specify the path name of the catalog folder to

unarchive. Click Browse to display a dialog for selecting the path name. 5. Click OK.

17.11 Configuring for Full-Text Catalog Search

As the administrator, you can configure a search engine to crawl and index the Oracle BI Presentation Catalog. With this configuration, you provide content designers and users with the ability to perform a full-text catalog search for objects and attachments. This section contains the following topics: ■ Section 17.11.1, What is a Full-Text Catalog Search? ■ Section 17.11.2, Deployment of Oracle Full-Text Catalog Search ■ Section 17.11.3, How is Security Handled in the Full-Text Catalog Search? ■ Section 17.11.4, Process for Configuring the Full-Text Catalog Search For information about content designers and users using the full-text catalog search, see Searching Using Full-Text Catalog Search in Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. 17.11.1 What is a Full-Text Catalog Search? The full-text catalog search provides a mechanism for searching for objects in the Oracle BI Presentation Catalog that is similar to a full-text search engine. This full-text search provides more advanced options than the basic catalog search that Presentation Services provides, as described in the following list: ■ Basic Catalog Search — Users can search for an object by its exact name, which is similar to using a Find dialog in many products. ■ Full-text Catalog Search — Users can search for objects by various attributes, such as name, description, author, and the names and values of columns of data that the object references. Users obtain search results that correspond to the objects that they have access to open. Configuring and Managing the Oracle BI Presentation Catalog 17-33 For more information on the types of searches, see Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. As the administrator, you must configure the use of the full-text catalog search. For this release, the full-text catalog search uses a crawler for Secure Enterprise Search. The full-text catalog search can index catalogs that contain translated text. Secure Enterprise Search limits each of its registered sources to a single locale. Therefore, a multilingual translated Oracle BI Presentation Catalog can be indexed only in a single language. The user interface for Secure Enterprise Search supports multiple languages.

17.11.2 Deployment of Oracle Full-Text Catalog Search

Figure 17–4 shows a deployment diagram for the full-text catalog search. This search runs as a separate service from Oracle BI Enterprise Edition and has its own port number and URL The WebLogic Server on which Secure Enterprise Search is hosted communicates with the index for SES and with the full-text catalog search. The search uses the Web Services of Oracle BI Enterprise Edition on its WebLogic Server for accessing the Oracle BI Presentation Catalog. The services on that WebLogic Server send the requests to the catalog. The full-text catalog search is deployed on the same WebLogic Server as Oracle BI EE. The instance for the full-text catalog search can be used with only one Oracle BI EE instance at a time. Multiple instances of Secure Enterprise Search can be connected to the same instance of the full-text catalog search. Figure 17–4 Deployment of the Full-Text Catalog Search 17.11.3 How is Security Handled in the Full-Text Catalog Search? The search engine enforces all the security that is defined on the Oracle BI content. Security for Oracle BI content can be defined at the object level, enforced through folder level security on the Oracle BI Server, and at the data level, enforced at run time or query time through user variables that are used to constrain the data.