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Implementing Reports-To data-level security in Oracle BI (OBIEE)

In a previous post, Implementing data-level security in Oracle BI (OBIEE), I described data-level security and how to implement it in Oracle Business Intelligence (OBIEE).  In this post I will describe a special type of data-level security, called Reports-To security, and how to implement it in OBI.

For Reports-To data-level security, we want to secure data in such a way that we allow a user access only to data for his/her direct and indirect reports. In other words, each user will be able to see data only for people that are below him/her in the organization hierarchical chain.

Take a look at this example diagram:

ReportsTo_Security_Org_Position_Hier

If Reports-To security is applied to this example, Position# 303 would only be able to see information for Position# 409; and Position# 305 would only be able to see information for Position#’s 410, 411, 412; and a final example, Position# 201 would be able to see the information for Position#’s 303, 304, 305, 306, and 409, 410, 411, 412.

I use “Position” as the driving entity in the hierarchy instead of “Employee” because there are times when a position is vacant (no employee) and so it’s better to use the position which will always have a value.  However, you can use Employee if that works better in your scenario or if that’s what your data supports.

Let’s move on to how to implement this type of security.  The steps are similar to the steps in a previous post, Implementing data-level security in Oracle BI (OBIEE), but with some key differences.  (Refer to that post for some of the more detailed steps not reiterated in this post.)

First, build a Reports-To data table and create the necessary ETL to ensure that it remains correct and up-to-date.  This table will contain each position (employee/user) and what position (employee) they report to. The data for this table will likely come from your HR system (such as PeopleSoft, Oracle EBS, SAP, Workday, home-grown system, etc.) that contains all the position and employee data.  Using the Organization Position Hierarchy diagram example, the table (REPORTS_TO_DATA) may look something like this:

REPORTS_TO_DATA

Next, create a Session Initialization Block (Init Block) with row-wise Initialization that will be used to get the list of all positions that report to the position of the current user and store them in a defined Target Variable.  If you log in, the Init Block will generate the list with all the positions (or employees) that report to you; and when Jane logs in, the Init Block will generate the list of all the positions (or employees) that report to her.

An important component of the SQL in the Init Block is that it needs to be recursive, because for each person, it needs to retrieve their direct reports, and then retrieve the people reporting to their direct reports, and so on down the line.  Using the above Organization Position Hierarchy diagram example, when the user in Position 202 logs in, the SQL needs to retrieve the positions reporting to 202 (which are 307 & 308), and then recursively retrieve the positions reporting to 307 and 308, and so on. The Target Variable used for storing the values in this example is: REPORTS_TO_POSITIONS

The Init Block, its SQL, and variable definition may look something like this:

Reports_To_Position_InitBlock2

 

Then finally, we need to create the data filters on the appropriate data sets (that need to be secured) using the variable containing the “list of positions” reporting to the current user (REPORT_TO_POSITIONS variable).  The needs to be done for each role that will access the reports that need to be secured by Reports-To security.

REPORTS_TO_Data_Filter

After this is all set, then Reports-To Security will be in effect for the filtered data sets and the reports that use them.

If you need to make it such that each user can only see data for his or her direct reports, the SQL can be modified to remove the recursion, and just return the direct report positions.

One final point … as you would with all changes, but particularly with solutions involving sensitive data, test your solution thoroughly – including making sure to perform both positive and negative testing.

Thanks for reading!

 

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Implementing data-level security in Oracle BI (OBIEE)

Data Level Security involves securing the data available in an application in such a way that each user will see only the data that he/she is authorized to see, resulting in each user possibly seeing different results on the same report.   In this post I will describe how to implement data-level security in Oracle Business Intelligence (OBIEE).

Let’s use an example to describe data-level security.  Each user of the BI system works in or is assigned to a particular Business Unit.  Each user is allowed to see only the data for his or her assigned Business Unit.

In our example, the below table lists the 4 users and the Business Unit that each of them works in or is assigned to, and therefore, should have access to.  We will call this the USER_TO_BUSINESSUNIT table.
DataLevelSecurity_UsersBUs

Jane and Xing should only be able to see data for Business Unit BU2000, Bill should be able to access data for both BU3000 and BU4000, and Venkat should be able to access data for BU4000.

Now, we will use the below table as the example data set that we need to secure with the Business Unit data-level security.  We will call this table TRANSACTION_DATA.
DataLevelSecurity_AllData

When data-level security is applied …

Jane and Xing will be able to access/see the following data:
DataLevelSecurity_BU2000

Bill will able to access/see the following data:
DataLevelSecurity_BU3000_and_BU4000

And Venkat will be able to access/see the following data:
DataLevelSecurity_BU4000

So, now let’s move on to how to implement data-level security in OBI to achieve what was described above.

First, ensure that the USER_TO_BUSINESSUNIT table data is correct and up-to-date, and that there is an ETL in place or some other method of keeping that data updated. You want to ensure that if and when a user’s Business Unit changes, it is reflected in this table so that the user will have access to the appropriate data.

Next, create a Session Initialization Block with row-wise Initialization that will be used to get the list of Business Units that a user has access to.

Open the RPD -> Manage -> Variables
ManageVariables

In the Variable Manager -> Action -> New -> Session -> Initialization Block

This needs to be a “Session” Init block so that it will run each time a user logs in, and gets that user’s list of Business Units; and it needs to be row-wise because some users will have more than 1 value returned.

New_Session_InitBlock

In the Session Variable Initialization Block Dialog, enter a Name for the Init Block.

Then click Edit Data Source
InitBlockDialog

In the Data Source dialog, enter the SQL to get the Business Units for the current logged in user.  Click OK when done which closes this window and brings you back to the Session Variable Initialization Block Dialog.

InitBlockSQL

Click Edit Data Target in the Session Variable Initialization Block Dialog.

Enter your Variable name and check “Row-wise initialization”. As mentioned above, we need to select row-wise because our Init Block SQL may return more than 1 value for some users.   For example, when Bill in our example above data logs in, the Initialization Block will return values BU3000 and BU4000, and store them in the Target Variable, “BUSINESS_UNIT”.

You may also check “Use caching” to store the values in cache. Click OK when done.

SessionInitBlock_RowWiseTargetVariable
Then click OK to save the Init Block.

InitBlock_SetupComplete

Next, apply data filter(s) to the appropriate data set(s) for the appropriate role(s) using the Target Variable above.  You may have role(s) specifically used for data-level security and will need to apply it there, but if not, you will need to apply the filters in each role that has access to the datasets/dashboards/reports that you want to apply data-level security to.

Manage -> Identity
ManageIdentity

Go to the Application Roles tab, and select the Application Role to which you would like to apply the data-level security.  In the APplication Role dialog, click Permissions.
IdentityManager_ApplicationRole

In the Permissions dialog, select the layer and data table that you want to apply the data security to, and then enter the appropriate filter.  In this example, you are filtering by BUSINESS_UNIT.  This will cause the data to be filtered to only include each users’ Business Units.
DataFilter

Save your changes.  You have now applied data-level security.  This is what will happen now:

User logs in -> Init Block runs and selects the Business Units associated with the user’s User ID -> Init Block assigns value(s) to the variable BUSINESS_UNIT -> if the user is a member of a role that has data security applied to -and- the user visits the report -> the data filter will be triggered/run -> User only sees data for the Business Units the user is allowed to see.

Look out for my upcoming post on implementing a special type of data-level security: Reports-To Data Level Security.

Thanks for reading!

How to embed a QlikView dashboard into an OBIEE dashboard page

In this post, I will explain how to embed a QlikView dashboard into an OBIEE dashboard page.

This can be useful if you have a scenario where OBI is your primary platform, but there are also dashboards built in QlikView or some other BI Platform, and you want to direct the users to one place for all dashboards instead of having to explain to them to “go here for this, and there for that”.

So, I am assuming you already have a QlikView dashboard built that you would like to embed into OBIEE.

Create or edit your OBIEE dashboard page. While on the page in edit mode, drop in/drag in an “Embedded Content” object.
DashboardObjectsMenu_EmbeddedContent

With the Embedded Content Object on the dashboard page in Edit mode, edit the “Embedded Content” Object.
Edit_EmbeddedContent_Object

In the Embedded Content Properties dialog …
– Enter the URL to your QlikView dashboard
– Check the box for “This URL Embeds an Application”
– and enter the Width and Height you desire for the embedded area.
– Optionally, check the box for “Hide Scroll Bars”. Make sure not to check this box if your dashboard is vertically longer than a typical monitor.
EmbeddedContent_properties

Click OK, and then Save your dashboard page.

When you now open your dashboard in OBIEE, you will see your QlikView dashboard embedded within the page.

QlikView_Embedded_in_OBIEE

Thanks for reading!  I hope you found this article useful.

How to generate detailed Oracle BI (OBIEE) Repository Documentation

In this post, I will show the steps for using the OBIEE “Repository Documentation” utility to generate repository (RPD) lineage information.  I will also provide a couple example of how this documentation (output file) can be used.

To access and run the Repository Documentation utility,  from the BI Admin Tool menu, select Tools -> Utilities.

biadmintool_menu_tools_utilities

From the Utilities dialog, select “Repository Documentation”, and click “Execute…”

utilitiesdialog

In the “Save As” dialog, select the destination and enter the name you would like for the output file.

saverepositorydocumentationdialog

When it finishes, it will generate the output csv file.  Note  – this will likely be a large file.  It will contain all your repository objects.

obieerepositoryoutputfile

The RPD documentation file will contain the following columns:
Subject Area, Presentation Table, Presentation Column, Description – Presentation Column, Business Model, Derived logical table, Derived logical column, Description – Derived Logical Column, Expression, Logical Table, Logical Column, Description – Logical Column, Logical Table Source, Expression, Initialization Block, Variable, Database, Physical Catalog, Physical Schema, Physical Table, Alias, Physical Column, Description – Physical Column

You can use this file to quickly track lineage from physical sources to the logical columns to the presentation columns and identify all the logic and variables in between.
You can also use it to identify where and how much a specified table, column, variable, etc. is used which will help you to identify dependencies and know the effect of making changes or deleting elements.

Development, Data Governance, and Quality Assurance teams may find this information useful in this format.

Creating a Custom Landing Page or Custom Home Page for your OBIEE / OBIA environment

Your organization may want to have a custom home page or landing page for your OBIEE or OBIA environment.  (I will use the term “Landing Page” going forward to not confuse it with the OBIEE delivered “Home Page”).  When users log in, they need to be automatically taken to this custom landing page instead of to the delivered OBIEE Home Page.

This post describes some of the reasons you may want a custom landing page, the content that could be on the page, how to automatically navigate users to the page, and security associated with the page.

Why would you want to create a Custom Landing Page?  The reasons will vary by organization, but these could be some of the reasons:

  1. Deliver the look and feel that your company or users desire.
  2. Allow for a place that serves as a central location for the content you want to emphasize, in the way you want to display it.
  3. Provide a central place for messages of any kind for your users.

What content will be on this Custom Landing Page?  Some of the possibilities are:

  1. Create a page with your custom logos, images, and colors that are in line with your company’s or department’s branding.
  2. A section with messages for your user community. This information could include things such as:
    1. The date/time of the last data load?
    2. The sources of the information displayed on your dashboards
    3. Information about recent dashboard releases
    4. Upcoming downtime
    5. Upcoming events such as user training events
    6. Action needed by the user community
  3. A section that lists links to useful resources, such as:
    1. user’s guides or tutorials
    2. dashboard and report glossary
    3. analysis/report request forms
    4. Security/Access Request forms
    5. general OBI information
  4. A section with Contact Information – containing information about who, what, when, how to contact people for help or information, or how to submit new requests for data/analyses/reports, maybe by functional area, etc.
  5. An area to display your company’s or division’s top key performance indicators (KPIs). These should be limited to just a few – I would say not more than 5 – and they should be relevant company-wide or “OBI user community-wide”.
  6. Links to dashboards. You may create an area or areas of links to various dashboards. Your dashboard list may include many of your dashboards or just a select few that you know are frequently used or that you want to emphasize.

All users that are authorized to use the OBI system will have access to this page.  So, maybe BI Consumer role will be provided access.

However, you will need to set security on the sections containing links to dashboards to allow access only to those authorized for the each set of dashboards.

Once your custom landing page is ready, you will then need to set it as the default page for users (or a subset of users).  To do this you will need to create an initialization block that sets the PORTALPATH built-in OBI variable to point to the new landing page dashboard page.

One final note … you can have multiple custom landing pages if you desire, for example, a different page for each division or a different page for each major group of users.  You would then need to set the PORTALPATH variable based on the user’s profile.

Good luck with your custom landing page project.

Disallow online RPD updates in OBIEE

You may want to disable online updates on your OBIEE RPD for performance reasons or because you have a specific development process that prohibits online updates.

To disallow online RPD updates, do the following:
Log into Enterprise Manager. Navigate the tree menu to Business Intelligence -> coreapplication.  Click tabs “Capacity Management”, and “Performance”.

Under the RPD Updates section, check the box for “Disallow RPD updates”.

disallowRPD_updates

This will prevent online RPD updates for all.

If you want to allow a select group of people to have access to perform online updates, such as a lead developer or administrator, then don’t do the above, but instead provide Administrator role to those that should have the access, and remove it from those that should not (and give them BI Author role for example instead).

 

Oracle Business Intelligence (OBIEE) 12c Released

Oracle has released Oracle Business Intelligence (OBIEE) 12c.
The 12c release of OBIEE has some cool new features that will be beneficial for many enterprises.

obiee12c

Below is a listing of the key benefits and features of the new release from the release data sheet.
If the lists peak your interest, you can get more information at the links provided below.

KEY BENEFITS
• Stunningly visual and easy to use.
• Faster time to value, higher ROI.
• Radically simple install, upgrade, and management for lower TCO.
• Comprehensive platform, from self-service to advanced analytics to operational analysis at scale.
• Seamless analytics across Cloud and on-premises.
• Self-service agility in a central, secure platform.
• No modeling or specialized resources required for data mashup.
• Instant mobile, no extra work required.
• Voice-enabled—talk to your data.
• Analytics anywhere with full mobile authoring.
• Easy to extend advanced analytics.
• Direct access to Big Data sources.
• Faster in-memory processing.

KEY FEATURES
Visual Analytics
• Stunning data visualization.
• Secure sharing and collaboration.
• Intelligent highlighting automatically connects related data.
• Seamless user experience allows intuitive transition from discovery to dashboard.
Self-Service
• Self-service data loading, no modeling required.
• Self-service blending of personal and corporate data.
• Automatically inferred connection between data sets.
Mobile
• Touch and voice enabled, literally talk to your data.
• Full mobile authoring.
• Adaptive design for any device.
• Native sharing with other applications for both Android and Apple.
• Notifications on Android wear and Apple watch.
Advanced Analytics
• Integration with hundreds of free functions.
• Free R distribution for custom analytics, no RPD changes required.
Performance
• More in-memory processing
• In-memory Essbase on Exalytics
New Data Sources
• Direct access to Oracle Hyperion application data.
• Personal self-service data.
• Direct access to Cloudera Impala.
Easy Upgrade
• One file (BAR) for upgrade, backup, restore, recovery.
• Free Baseline Validation Tool

To learn more, you can visit the Oracle Business Intelligence website here …
https://www.oracle.com/solutions/business-analytics/business-intelligence/index.html

Or go directly to the data sheet for the new release that has more details about the new features and benefits …
http://www.oracle.com/us/solutions/ent-performance-bi/business-intelligence/bi12c-data-sheet-2745977.pdf