Understanding Repository Version Numbers

Configuring Connections to External Systems 11-3 Production Environments in Oracle Fusion Middleware Integrators Guide for Oracle Business Intelligence Enterprise Edition for more information.

11.4 Configuring for Connections to the Marketing Content Server

Oracle Marketing Segmentation handles segmentation, which involves dividing a target audience into different segments given different criteria based on the subject areas. When a segment is ready, users create lists of the contacts and accounts that satisfy the criteria for the segment. Users then specify whether to store the generated lists on the file system, in a database, or on a specified Content Server. For users to store the lists on a Content Server, you as the administrator must configure the connection to the Content Server by specifying the appropriate URL and credentials. You use Fusion Middleware Control to make this specification. You can also manually specify additional settings in the instanceconfig.xml file. You can configure for connections to the Marketing Content Server, as described in the following sections: ■ Section 11.4.1, Using Fusion Middleware Control to Configure the Connection to the Marketing Content Server ■ Section 11.4.2, Manually Editing Settings for the Marketing Content Server Connection

11.4.1 Using Fusion Middleware Control to Configure the Connection to the Marketing Content Server

Before you begin this procedure, ensure that you are familiar with the information in Section 3.2, Using Fusion Middleware Control to Update Oracle Business Intelligence Configuration Settings. To use Fusion Middleware Control to configure the connection to the Marketing Content Server: 1. Go to the Business Intelligence Overview page, as described in Section 2.2.2, Using Fusion Middleware Control to Manage Oracle Business Intelligence System Components. 2. Display the Marketing tab of the Deployment page.

3. Click Lock and Edit Configuration to enable changes to be made.

4. Complete the elements using the descriptions in the Help topic for the page. Click the Help button on the page to access the page-level help for the following options: ■ URL option ■ Username option ■ Password option ■ Confirm Password option

5. Click Apply, then click Activate Changes to execute your changes and release the

lock to enable another system administrator to make changes

6. Return to the Business Intelligence Overview page and click Restart.

For information about using methods in the Oracle BI Systems Management API to configure the connection to the content server, see Chapter 22, Introducing the Oracle BI Systems Management API. 11-4 System Administrators Guide for Oracle Business Intelligence Enterprise Edition

11.4.2 Manually Editing Settings for the Marketing Content Server Connection

Use various elements in the instanceconfig.xml file to change additional settings for the connection to the Marketing Content Server. Before you begin this procedure, ensure that you are familiar with the information in Section 3.4, Using a Text Editor to Update Configuration Settings. To manually edit additional settings for the Marketing Content Server connection: 1. Open the instanceconfig.xml file for editing, as described in Section 3.6, Where Are Configuration Files Located?

2. Locate the section in which you must add the elements that are described in the

following list: ■ SocketTimeoutSec: Specifies the number of seconds that the socket waits for the Content Server to respond while transferring records. The default value is 60. There is no minimum or maximum value. ■ FileSizeMB: Specifies the size in megabytes of files that are generated during ListGeneration and inserted into the Content Server. The default is 10. The minimum size is 1MB and the maximum size is 50MB.

3. Include the elements and their ancestor elements as appropriate, as shown in the

following example: ServerInstance MarketingContentServer URLmyhost.com:6666st1b2repidcplgURL SocketTimeoutSec120SocketTimeoutSec FileSizeMB5FileSizeMB MarketingContentServer ServerInstance You do not specify values for user name and password in the instanceconfig.xml file. Instead you specify values in Fusion Middleware Control that are stored securely within the central credentials wallet, along with all other user names and passwords. Also, do not change the URL element. This value is centrally managed by Fusion Middleware Control. 4. Save your changes and close the file. 5. Restart Oracle Business Intelligence.

11.5 Configuring to Download Oracle Hyperion Smart View for Office

The Oracle BI EE Home page provides a link to download and install Oracle Hyperion Smart View for Office. Complete the following steps in the specified order to configure for users to download Smart View, which was installed as part of EPM System 11. Although the order of installation is not important, Provider Services must be started before users can connect to Oracle BI EE using Smart View. To configure to download Smart View: 1. Install and start Provider Services. Smart View uses Provider Services for accessing Oracle BI EE content. For information about installing Provider Services, see the Oracle Hyperion EPM System Installation Start Here Guide.