Identify users’ requirements Oracle Fusion Middleware Online Documentation Library

Introduction to Administering Discoverer with a Relational Data Source 3-7 ■ create hierarchies to simplify drilling operations for more information, see Chapter 13, Creating and Maintaining Hierarchies ■ create summary tables, let Discoverer automate summary management, or register existing summary tables to maximize query performance for more information, see Chapter 14, Managing Summary Folders

5. Grant business area access to users or roles mandatory.

Having identified users’ requirements, you will have a good idea of which users and groups of users need access to which information. In some cases, different users will want access to the same information. For example, information about an employee might be required by the employee’s manager, payroll staff, and users in the Human Resources department. In other cases, it is appropriate for only one group of users to have access to the information. For example, information about an engineering project is invaluable for a project manager but of no interest to payroll staff. Keeping users’ information requirements in mind, you can grant users access to the business area. Note that Discoverer users whether end users or managers never compromise the security of the underlying database. Users cannot see information in Discoverer to which they do not already have sufficient database privileges to access. In other words, all Discoverer security and privileges are additional to the database security mechanisms.

6. Deploy Discoverer

Users’ requirements will determine which of the Discoverer components you decide to make available in your company. When identifying their requirements, you will probably have realized that some users want the ability to create their own worksheets, while other users simply want to use worksheets that have been created for them. In addition, some users will want to run Discoverer using a Web browser, using either a Java applet user interface or an HTML user interface. Use the table below as a guide to decide which Discoverer components to deploy in your organization. Other factors will probably also influence your decision, including network performance and security issues. Having decided which Discoverer components to deploy, refer to the appropriate documentation for specific installation or configuration instructions. For more information, see Related Documents . User requirement Plus Viewer Desktop Install and run Discoverer on a PC running Windows No No Yes Run Discoverer using a Web browser Yes Yes No Build new worksheets Yes No Yes Save workbooks to the file system No No Yes Customize Discoverer user interface No Yes No 3-8 Oracle Fusion Middleware Administrators Guide for Oracle Business Intelligence Discoverer What is involved in maintaining a Discoverer system with a relational data source? Having implemented a Discoverer system with a relational data source, you will probably find that a small amount of ongoing maintenance is required to make sure that Discoverer continues to meet users’ requirements. Typically, you will continue to refine business areas by: ■ adding new item classes, to support new lists of values, alternative sorts, and drill to detail for more information, see Chapter 9, Maintaining Items and Item Classes ■ adding new joins, to combine folders that were not automatically joined when tables were loaded from the database and which users now need access to in the same worksheet for more information, see Chapter 10, Creating and Maintaining Joins ■ adding new optional and mandatory conditions, to restrict the number of rows returned in a folder for more information, see Chapter 12, Creating and Maintaining Conditions ■ adding new calculated items, to provide users with ready-made computations that were not initially required for more information, see Chapter 11, Creating and Maintaining Calculated Items ■ adding new complex folders, to simplify query creation for more information, see Chapter 6, Creating and Maintaining Folders ■ adding new custom folders, to meet users’ requirements that cannot be met using conventional folders for more information, see Chapter 6, Creating and Maintaining Folders ■ adding new hierarchies, to enable users to analyze data in new ways for more information, see Chapter 13, Creating and Maintaining Hierarchies ■ adding new summaries to resolve performance issues with particular queries for more information see Chapter 14, Managing Summary Folders In addition to the above, you will probably have to change which users have access to which business areas and the operations that individual users can perform in those business areas. For example: ■ when a new user joins, you will have to grant them access to the business areas they need to do their job ■ when an existing user changes jobs or departments, you might have to grant them access to new business areas, or revoke their access from previous business areas For more information, see Chapter 7, Controlling Access to Information . What are the prerequisites for using Discoverer Administrator? This section describes the system and data access prerequisites for using Oracle Business Intelligence Discoverer Administrator and contains the following topics: ■ What are the system prerequisites? ■ What are the data access prerequisites?