Manually Configuring Settings for Data in Views

18-10 System Administrators Guide for Oracle Business Intelligence Enterprise Edition

18.4.1 Manually Changing Presentation Setting Defaults

In addition to the presentation settings that you can change in Fusion Middleware Control, other settings can be changed manually. Use various elements in the instanceconfig.xml file to change these settings. 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 change additional presentation setting defaults: 1. Open the instanceconfig.xml file for editing, as described in Section 3.6, Where Are Configuration Files Located?

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

Table 18–3 .

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

following example. ServerInstance Dashboard DefaultNameTemplatesDefaultName Dashboard Prompts MaxDropDownValues50MaxDropDownValues Prompts BriefingBook MaxFollowLinks6MaxFollowLinks BriefingBook ServerInstance Note that this example does not include parameters that might exist in the file, but that are centrally managed by Fusion Middleware Control and cannot be changed manually.

4. Save your changes and close the file.

5. Restart Oracle Business Intelligence.

6. See

Section 18.4.2, Configuring Links to Dashboard Pages for information about the Bookmarks, MaxAgeMinutes, EnableBookmarkURL, and EnablePromptedURL elements. 7. See Section 18.4.3, Configuring an Alternate Toolbar for Oracle BI Publisher for information about the ReportingToolbarMode element. Table 18–3 Common Elements for Manually Changing Additional Presentation Setting Defaults Element Description Default Value DefaultName Specifies the name to be used for dashboards that contain dashboard template pages and to override the path in which Oracle BI EE searches for dashboard template pages. By default, Oracle BI EE searches for dashboard template pages in dashboards named default in subfolders under Shared Folders. default Configuring and Managing Analyses and Dashboards 18-11

18.4.2 Configuring Links to Dashboard Pages

Users can create links to dashboard pages. This allows them, for example, to save a link as a bookmark or to copy and send a link to other users in e-mail. A bookmark is a hidden object in the Oracle BI Presentation Catalog under the systembookmarks folder that captures the state of a dashboard page. It is created when a user creates a bookmark link to the page. You can use the following elements to configure the creation of these links: ■ EnableBookmarkURL: Use this element to specify whether to show the Create Bookmark Link option on the Page Options menu, which allows users to create bookmark links to dashboard pages: – True — Shows the Create Bookmark Link option. Default If drilling in an analysis that has been set to replace a dashboard with the new results rather than show the new results directly in the dashboard, then the Create Bookmark Link is displayed as a link under the new results rather than as an option on the Page Options menu. – False — Does not show the Create Bookmark Link option. MaxDropDownValues Specifies the maximum number of choices to display in the following locations: ■ In choice lists in dashboard prompts. ■ In the Available list of the Select Values dialog that is displayed when you click the Search link in a prompt. Click the More link to display additional choices. ■ In the Available list of the Select Values dialog when you perform a search in that dialog. For information about prompts and searching, see Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. 256 MaxFollowLinks Specifies the default value for the maximum number of navigation links to follow in a briefing book. A briefing book navigation link is a type of link that can be added to a dashboard using the Dashboard Builder. The default value for this element is 5; the minimum is 1; and the maximum is 10. If you plan to download briefing books to PDF format, then do not set the value of this element to a number greater than 9 because of the table of contents limitation of nine links. For information about the table of contents, see Section 18.4.4, Modifying the Table of Contents for PDF Versions of Briefing Books. For information about working with briefing books, see Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition. 5 Table 18–3 Cont. Common Elements for Manually Changing Additional Presentation Setting Defaults Element Description Default Value 18-12 System Administrators Guide for Oracle Business Intelligence Enterprise Edition ■ EnablePromptedURL: Use this element to specify whether to show the Create Prompted Link option on the Page Options menu, which allows users to create prompted links to dashboard pages: – True — Shows the Create Prompted Link option. Default – False — Does not show the Create Prompted Link option. ■ MaxAgeMinutes: Use this element within the Bookmarks element to specify that bookmarks older than the specified number of minutes are removed. The default is 43200 minutes, which corresponds to 30 days. Note that every time a bookmark is accessed, the expiration timer is reset. This resetting means that if a bookmark is accessed frequently, it might never be removed. Setting the value to 0 means that the bookmark is saved for 0 minutes and does not mean that it does not expire. You cannot set bookmarks to never expire. If you want bookmarks to last for a long time, then set the value to a large number of minutes and access the bookmarks within the allotted number of minutes. The following entry is an example of these settings: ServerInstance Dashboard EnableBookmarkURLtrueEnableBookmarkURL EnablePromptedURLtrueEnablePromptedURL Dashboard Cache Bookmarks MaxAgeMinutes43200MaxAgeMinutes Bookmarks Cache ServerInstance

18.4.3 Configuring an Alternate Toolbar for Oracle BI Publisher

When you include a BI Publisher report on a dashboard, you generally allow that report to participate as a recipient of the dashboard state by passing in dashboard context to that report using core dashboard prompts. For scenarios that do not require passing of context to or from the BI Publisher report to the larger dashboard-based analytic application, you can display a variant of the default BI Publisher toolbar, which exposes the underlying parameter prompts of that BI Publisher report. Within that frame, a user can then pass in parameters to a single BI Publisher report. This approach can be confusing to the user as any other dashboard prompts on the page do not contribute to the BI Publisher report, which also does not participate in passing context back to the rest of the application. Changes to the BI Publisher toolbar are also applied globally for all BI Publisher reports that are embedded in dashboards across the entire Presentation Services instance. Use the ReportingToolbarMode element to affect how BI Publisher reports are embedded in Oracle BI EE. You configure the alternate BI Publisher toolbar by setting the elements value to 6. Remove the ReportingToolbarMode element to revert to the default toolbar behavior, or set it to the default value of 1. 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 configure an alternate toolbar for BI Publisher: 1. Open the instanceconfig.xml file for editing, as described in Section 3.6, Where Are Configuration Files Located?