Performing a Basic Validation of the Catalog

17-14 System Administrators Guide for Oracle Business Intelligence Enterprise Edition Use online mode when you want to make minor incremental changes or additions to the catalog, such as changes to permissions, updates to a single object, or migration of new objects to a production environment.

17.4.2.2 Offline Mode

In offline mode, you connect to a local file system. In this mode, you are logged in as a super user or system user, and no permissions are applied. You can see all objects in the catalog. Generally, working in offline mode is faster than working in online mode. This is because you are accessing, creating, and updating the individual files directly, and the catalog does not have to communicate with Presentation Services as it does when you are working in online mode. Use offline mode when you want to make catalog-wide changes, such as globally renaming objects or moving multiple objects for reorganization. In a clustered environment, use the following procedure to make systemwide changes to the catalog. To make systemwide changes to the catalog in a clustered environment: 1. Place Presentation Services on each computer in the cluster in Maintenance Mode. For information on Maintenance Mode, see Administration page in Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. 2. Back up the catalog by using the 7-Zip utility to create a compressed file for it. 3. In Catalog Manager, open the catalog in offline mode, as described in Section 17.4.4, Opening an Oracle BI Presentation Catalog.

4. Make the systemwide change.

5. Back up the catalog again.

6. Take Presentation Services on each computer in the cluster out of Maintenance

Mode.

17.4.3 Operations Available in Online Mode and Offline Mode

Many of the operations that you can perform using Catalog Manager are available in both online mode and offline mode. A few operations are available in only one mode or the other. Generally, the operations available in: ■ Online mode are read-only operations and write operations that do not affect the entire catalog, such as setting permissions for an object. ■ Offline mode include most of the operations available in online mode and write functions that affect the entire catalog. You can perform the following operations in online and offline modes or as stated, as follows: ■ Cutting objects. ■ Copying objects. ■ Pasting objects. ■ Copying objects for another catalog. ■ Pasting objects from another catalog. ■ Creating shortcuts of objects. ■ Deleting objects. Configuring and Managing the Oracle BI Presentation Catalog 17-15 ■ Renaming objects without reference updates. ■ Renaming objects with reference updates. This feature is known as Smart Rename and is available in both modes. In offline mode, you can rename all objects. In online mode, you might be unable to rename certain objects, depending on your permissions. ■ Refreshing the Catalog Manager workspace. ■ Creating folders. ■ Setting permissions for objects. ■ Working with properties of objects. ■ Managing the view of the workspace. ■ Searching for objects. ■ Searching for and replacing catalog text. This feature is available in both modes. In offline mode, you can replace all objects. In online mode, you might be unable to replace certain objects, depending on your permissions. ■ Creating reports to display Catalog Manager data. ■ Setting browser preference. ■ Previewing objects available in online mode only. ■ Exporting captions for localization purposes.

17.4.4 Opening an Oracle BI Presentation Catalog

To open an Oracle BI Presentation Catalog: 1. In Catalog Manager, from the File menu, select Open Catalog. 2. Complete the necessary fields, as described in the following list: ■ Type — Select the mode online or offline in which to open the catalog ■ Path — If you are opening the catalog in offline mode, then enter the path to the catalog folder on the local file system, for example: Click Browse to display a dialog for locating the catalog. C:\ORACLE_ INSTANCE\bifoundation\OracleBIPresentationServicesComponent\coreappl ication_obipsn\catalog\default ■ URL — If you are opening the catalog in online mode, then enter the URL to Oracle BI Presentation Services, for example: https:hostnameanalyticssaw.dll ■ User — If you are opening the catalog in online mode, then enter the user name for the host URL disabled in offline mode. ■ Password — If you are opening the catalog in online mode, then enter the password for the host URL disabled in offline mode. ■ Locale — Select the locale to use for user interface elements in Catalog Manager and for objects in the catalog, when opening the catalog in online mode. ■ Read-Only — Select this field to open the catalog in read-only mode disabled in offline mode.