Deploying Catalogs to Production

17-12 System Administrators Guide for Oracle Business Intelligence Enterprise Edition

17.3.1 Uses for Catalog Manager

You can use Catalog Manager to: ■ Manage folders, shortcuts, and objects analyses, filters, prompts, dashboards, and so on. For example, you can rename and delete objects, and you can move and copy objects within and between catalogs. ■ View and edit catalog objects in Extensible Markup Language XML. ■ Preview objects, such as analyses and prompts. ■ Search for and replace catalog text. ■ Search for catalog objects. ■ Create analyses to display catalog data. ■ Localize captions. See Section 15.2.2, Localizing Oracle BI Presentation Catalog Captions. Many of the operations that you can perform in Catalog Manager can also be performed through the Catalog page in Oracle BI Presentation Services. For information, see Managing Objects in the Oracle BI Presentation Catalog in Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition.

17.3.2 Guidelines for Working with Catalog Manager

Follow these guidelines when working with Catalog Manager: ■ Always make backup copies of the Oracle BI Presentation Catalogs that you are working with. ■ Be sure of changes that you plan to make. Catalog Manager commits changes immediately. There is no undo function nor are there any error messages to tell you that a particular change does not display well to users. However, if you do make any unwanted changes, then you can revert to your latest saved backup. ■ Do not copy and paste catalog contents into e-mail, as this is not supported.

17.3.3 Tips for Working with Catalog Manager

As you work with Catalog Manager, keep the following tips in mind: ■ While working in online mode, you can paste catalog contents into or out of a read-only folder by turning off the read-only property of the folder tree before copying, then re-apply the read-only attribute after pasting. ■ You cannot copy, archive, or drag files from the systemsecurity directory in the Catalog Manager. ■ Some keyboard shortcuts might not work properly. ■ Even if a resize indicator is not shown, Catalog Manager panes might still be resizable. ■ You can use Catalog Manager in languages other than English. For information, see Section 15.3, Setting the Current Locale in Catalog Manager. Configuring and Managing the Oracle BI Presentation Catalog 17-13

17.4 Starting Catalog Manager and Opening Catalogs

This section describes the following topics: ■ Section 17.4.1, Starting Catalog Manager ■ Section 17.4.2, Understanding the Two Catalog Modes ■ Section 17.4.3, Operations Available in Online Mode and Offline Mode ■ Section 17.4.4, Opening an Oracle BI Presentation Catalog

17.4.1 Starting Catalog Manager

Use the following procedure to start Catalog Manager. To start Catalog Manager: 1. Using the command line, change to the following directory: ORACLE_ INSTANCE\bifoundation\OracleBIPresentationServicesComponent\coreapplicati on_obipsn\catalogmanager then run the appropriate script: runcat.cmd on Windows runcat.sh on UNIX Figure 17–2 shows sample objects in the Catalog Manager for Windows. Figure 17–2 Sample Objects in Catalog Manager

17.4.2 Understanding the Two Catalog Modes

You can open a catalog in one of two modes — online or offline. Both modes can operate against an actual production catalog, with no need for any downtime.

17.4.2.1 Online Mode

In online mode, you connect to a catalog on a running Web server. In this mode your permissions are applied, you can select a locale, and you can see the effects of any localization on the catalog. You can see only those objects for which you have the appropriate permissions. Both Presentation Services and the Web Server must be running for you to open catalogs in online mode.