Operations Available in Online Mode and Offline Mode

Configuring and Managing the Oracle BI Presentation Catalog 17-19

17.6.2 Copying and Pasting Objects

You can copy and paste objects within a single catalog. You can also copy objects from one catalog and paste them into another catalog.

17.6.2.1 Tips for Copying and Pasting

Use the following tips as you copy and paste objects: ■ You can copy and paste objects using the following methods: – Menu options, as described in Section 17.6.2.1.1, Copying and Pasting Objects Between Catalogs Using Menus. – Drag and drop, to copy objects between two catalogs and within the same catalog. Drag and drop always makes a copy of the dragged objects, even when performing a drag and drop within a single catalog. – Archive and unarchive, as described in Section 17.10, Archiving and Unarchiving Using Catalog Manager. When you archive, you create a file that you can save for later use. The unarchiving process automatically overwrites any files without providing the opportunity to specify that certain files not be overwritten. ■ Catalogs are structured in hierarchical folders. When copying or merging objects, remember to also copy any objects that are associated with them, such as dashboard folders, shortcuts, and analyses. URL paths in external applications can be reestablished after a copy or merge operation if the entire folder path is not copied, for example, if added to the dashboard as a shortcut or text. ■ Most often, you can simply copy and paste objects as needed. If required, you can set advanced options that affect the objects that you are pasting. For complete information, see Section 17.6.2.2, Advanced Options for Pasting Objects.

17.6.2.1.1 Copying and Pasting Objects Between Catalogs Using Menus The following

procedure describes how to copy and paste objects between two catalogs using menu options. If the two catalogs have the same name, then you might want to rename one of the catalogs before opening it to help distinguish between the two catalogs as you work. Both catalogs must be the same version 11.1.1 or later. To copy and paste objects between catalogs using menus: 1. In Catalog Manager, open the catalog to change, that is the target catalog. 2. Using another instance of the Catalog Manager, open the catalog that contains the objects to copy, that is the source catalog. 3. If necessary, reposition both instances of Catalog Manager on your screen so you can display the title bars of both Catalog Manager instances.

4. In the source catalog, right-click the source object and select Copy.

5. In the target catalog, right-click at the point where you want to paste the source object and select Paste.

17.6.2.2 Advanced Options for Pasting Objects

You can set advanced options in the Preferences dialog for pasting objects that you have copied, as described in the following sections: ■ Section 17.6.2.2.1, Paste Overwrite ■ Section 17.6.2.2.2, Paste ACL 17-20 System Administrators Guide for Oracle Business Intelligence Enterprise Edition

17.6.2.2.1 Paste Overwrite The Preferences dialog contains the following options in the

Paste Overwrite area: ■ Force — Pastes all files, overwriting even those that have the read-only attribute set. ■ All — Pastes all possible files, overwriting only those that do not have the read-only attribute set. Default ■ Old — Pastes all possible files, but does not overwrite any existing files unless they are older than the source. ■ None — Pastes all possible files, but does not overwrite any existing files. Consider the following example of pasting with overwrite options set. Suppose that the usersjoe folder contains the following analyses: Analysis A created 01-Jan-2010 Analysis B created 31-May-2010 Analysis C created 01-Jan-2010 Suppose that the userssue folder contains the following analyses, but no Analysis C Analysis A created 28-Feb-2010 Analysis B created 01-Jan-2010 Suppose that Sue copies the A, B, and C Analyses from the usersjoe folder and pastes them to the userssue folder. If the Paste Overwrite option is set to: ■ None , then Sue keeps her A and B Analyses, and Joes analyses are ignored. Sue gets a copy of Analysis C. ■ All , then Sues A and B Analyses are overwritten with Joes, and Sue gets a copy of Analysis C. ■ Old , then Sue keeps her A Analysis Sues A Analyses is not old, Sues B Analysis gets overwritten by Joes analysis Sues B Analysis was old, and Sue gets a copy of Analysis C.

17.6.2.2.2 Paste ACL The Preferences dialog contains the following options in the Paste

ACL area: ■ Inherit — Inherits the objects permissions ACL from its new parent folder. Default ■ Preserve — Preserves the objects permissions ACL as it was in the original, mapping accounts as necessary. ■ Preserve Only Groups — Same as Preserve, but applies to group accounts and Application Roles, not to user accounts. This is for a development to production environment in which a customer might use the same groups such as Sales and Marketing in both development and production. However, the users in each group might be very different, such as TestUserA and TestAdminB in development and Steve and Sue in production. Important: You must set the advanced options in the Preferences dialog before you begin the copy and paste operation, for them to take effect.