Business Intelligence – Oracle

Archive for April 25th, 2008

Oracle BI EE 10.1.3.3/2 – SA System Subject Area – Autoloading Profiles and Bursting

Posted by Venkatakrishnan J on April 25, 2008

Those users who have worked with Siebel Analytics 7.7 or above, they would be aware of a special subject area called SA System subject area that was necessary to set up Delivers. But with the advent of new releases(10.1.3.3 and above), SA System subject area is not mandatory any more. But still SA System Subject area can be very useful in a lot of scenarios. One of the major uses of this special subject area is that, by setting this up one can automatically populate the Delivery Profiles of all the users. If this is not setup, one would have to manually go into My Account section of each and every user and then set it up. For example, a typical use case is, you would be having the list of users and their corresponding email ids in an excel file. You do not want the users to manually go and enter their email ids. In such a case, just setup the SA System subject area, then all the users would automatically get their email ids, phone, pagers etc automatically assigned to their profiles. Today, we shall see how to go about setting this subject area. Lets start with a simple table script that would help us to store all the Users, their corresponding Groups and also their email ids, pager and phones. Remember, SA System subject expects you to specify all the shown columns below.

CREATE TABLE SA_SYSTEM
(
EMAIL VARCHAR2(100),
EMAIL_PRIORITY VARCHAR2(10) DEFAULT 'HNL',
EMAIL_TYPE VARCHAR2(50) DEFAULT 'html',
CELL_PHONE VARCHAR2(40),
CELL_PHONE_PRIORITY VARCHAR2(20),
PAGER VARCHAR2(20),
PAGER_PRIORITY VARCHAR2(30),
HANDHELD VARCHAR2(20),
HANDHELD_PRIORITY VARCHAR2(30),
TIMEZONE VARCHAR2(100),
GROUP_NAME VARCHAR2(20),
LOGON VARCHAR2(50) NOT NULL,
DISPLAY_NAME VARCHAR2(100),
LOCALE VARCHAR2(20) DEFAULT 'en',
LANGUAGE VARCHAR2(20) DEFAULT 'en'
)

    

Assume that we have 2 users <b>Administrator and Sample</b> in our repository. So, lets enter all their relevant details into the above table.

INSERT INTO SA_SYSTEM(EMAIL, GROUP_NAME, LOGON, DISPLAY_NAME) VALUES (<a href="mailto:'venkatakrishnan.janakiraman@oracle.com','Administrators','Administrator','Administrator'">'venkatakrishnan.janakiraman@oracle.com','Administrators','Administrator','Administrator'</a>);
INSERT INTO SA_SYSTEM(EMAIL, GROUP_NAME, LOGON, DISPLAY_NAME) VALUES (<a href="mailto:'krisvenky83@gmail.com','Administrators','Sample','Sample'">'krisvenky83@gmail.com','Administrators','Sample','Sample'</a>);
COMMIT;

Lets look at what each of the above columns do

EMAIL – Stores the email addresses of the user.
EMAIL_PRIORITY – Can take 3 values. ‘H’ for High, ‘N’ for Normal, ‘L’ for low. ‘HNL’ means High, Low and Normal. You can use these in any combination.
EMAIL_TYPE – Can take ‘html’ or ‘text’. This primarily tells whether the email client supports html or only text.
CELL_PHONE – Cell phone details
CELL_PHONE_PRIORITY – Same as EMAIL_PRIORITY
PAGER – Pager details
PAGER_PRIORITY – Same as EMAIL_PRIORITY
HANDHELD – Handheld details
HANDHELD_PRIORITY – Same as EMAIL_PRIORITY
TIMEZONE – This can be Null. Basically tells the timezone of the user.
GROUP_NAME – The actual GROUPs to which the Logon user belongs.
LOGON – User Login Name
DISPLAY_NAME – User Display Name
LOCALE – Default it to ‘en. It specifies the user Locale.
LANGUAGE – Default it to ‘en’. It specifies the user Language.

Now, import the above created table into the repository and design your BM and Presentation Layers. You should rename the Presentation Layer columns to the one shown below.

Cell Phone
Cell Phone Priority
Display Name
Email
Email Priority
Email Type
Group Name
Handheld
Handheld Priority
Language
Locale
Logon
Pager
Pager Priority
Time Zone

If you use any other names, SA System subject area would not work.

    

Once this is done restart the presentation services. Now login as Administrator and go to Settings -> My Account. You would notice that the delivery profile would automatically be populated and also the email id would also have been associated to the profile. Same would be the case for the Sample user.

    

    

Sometimes this can be very useful. But always remember, if any user goes and modifies their delivery profile, that would take precedence over the SA System Subject area.. One other advantage of using this SA system subject area is that you can use this to do email bursting of reports. For example, in most cases, not every user would have the delivery profile created. In such a case, just load up the SA System subject area and then assign the email ids to the users. Just create a simple report on the SA System subject area to have a display on the LOGON names.

    

Use this in the conditional request and pass the LOGON field to the list of recipients.

    

This would automatically do the bursting to all the users. This would be very handy while doing mass email deliveries.

 

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