2 Starting Discoverer Viewer

What is the End User Layer (EUL)?

The EUL is an intuitive, business-focused view of the a relational database that uses terms that you are familiar with and can easily understand. The EUL insulates you from the complexity usually associated with databases. This enables you to focus on business issues instead of data access issues.

The Discoverer manager creates the EUL so that you see a user-friendly view of the database when you use Discoverer.

If you start Discoverer using a public connection, the Discoverer manager specifies an EUL for you. If you create your own connection, you select the EUL yourself, or accept the default EUL assigned to you (for more information, see "How do I create and save login information in a Discoverer connection?").

What are database accounts?

To use Discoverer, you need a database account that enables you to connect to Discoverer. You store database account details in a Discoverer connection along with EUL and language settings.

Note: If your organization uses Single Sign-On (a system for enabling users to log in once to access many different applications), you also need a Single Sign-On account. If you are not sure whether your organization uses Single Sign-On, contact the Discoverer manager. For more information, see "What is Single Sign-On?".

A database account comprises two pieces of information:

• A username - a short name by which you are identified by the database. For example, video5, or marketing.

• A password - a secret key that you use to authenticate your username. An initial password is created for you by the database administrator. To keep your organization's data secure, do not tell another person what your password is, or write down your password so that other people can read it (for more information, see "When and why do I need to change my password?").

How do I create and save login information in a Discoverer connection?

You create and save login information in a new private Discoverer connection when you want to start Discoverer using login details that you have not saved previously.

To create and save login information in a Discoverer connection:

1. Display the Discoverer connections page (for more information, see "How to display the Discoverer Viewer connections page".

2. Click Create Connection to display the Create Connection: Connection Details page.

   
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3. Choose the type of user you want to connect as:

   • to create a relational connection, select OracleBI Discoverer from the Connect to drop down list

   • to create a multidimensional connection, select OracleBI Discoverer for OLAP from the Connect to drop down list

   • to create a connection to access data in an Oracle Applications environment, select Oracle Applications from the Connect to drop down list

4. Enter a connection name by which you want to identify the new connection in the Connection Name field.

   The connection name is displayed in the Connections column on the Connect to OracleBI Discoverer page.

5. (optional) Enter a description of the connection in the Connection Description field.

   For example, you might want to add the names of the workbooks that the connection will be used to access.

6. Select the language that you want to use from the Locale drop down list.

7. Specify the username, password, and database details for the connection that you want to create.

   Hint: If you are not sure what username, password, and database details to enter, contact the Discoverer manager.

   Note: If you selected Oracle Applications in the Connect To drop down list (and you logged in as a Single Sign-On user), Discoverer displays only the Database field. You specify a username and password (if required) in subsequent pages.

8. Save the details by doing one of the following:

   • Click Apply to save the details you have specified and return to the Connections list.

   • Click Apply and Connect to save the details you have specified and start Discoverer Viewer using the login details specified.

   Note: If you selected Oracle Applications in the Connect To drop down list (and you logged in as a Single Sign-On user), Discoverer displays the Select Username page or the Enter Username and Password page.

9. If you selected Oracle Applications in the Connect To drop down list, do the following:

   1. Select a username (if the flashlight icon is displayed) or enter a username in the User Name field.

      Note: The User Name field is only displayed for a SSO user with more than one associated Oracle Applications username, or for a non-SSO Oracle Applications user.

   2. Enter a password in the Password field (not displayed for a SSO user, if you selected a username using the flashlight icon).

   3. Click Apply to save the details that you specified.

10. If you selected Oracle Applications in the Connect To drop down list and the user has more than one Oracle Applications Responsibility, Discoverer displays the Select Oracle Applications Responsibility page. Do the following:

    1. Select a responsibility from the Oracle Applications drop down list.

    2. Click Apply to save the details that you specified.

11. (relational data only) If the username has access to more than one End User Layer, the Create Connection: End User Layer page is displayed. Do the following:

    1. Select an End User Layer from the End User Layer drop down list.

    2. Click Apply to save the details that you specified.

    If you clicked Apply, the Connect to OracleBI Discoverer page is displayed. The new connection that you have created is included in the list of connections. To start Discoverer Viewer using the connection that you have created, click the new connection name in the Connection list.

    If you clicked Apply and Connect, Discoverer Viewer starts and prompts you to select a workbook and worksheet to open.

How do I edit a Discoverer connection?

You edit a Discoverer connection when you want to change the login details stored in that connection. For example, you might want to change the username that you use to start Discoverer Viewer.

To edit a Discoverer connection:

1. Display the Discoverer Viewer connections page (for more information, see "How to display the Discoverer Viewer connections page".

2. Select the pencil icon in the Update column next to the name of the connection that you want to edit.

   Hint: To confirm that you are using the correct connection, click Show in the Details column to display more information about a connection. To hide additional information, click Hide.

   The Update Connection page is displayed.

3. Change the connection details as required.

4. Save the details by doing one of the following:

   • Click Apply to save the details you have entered and return to the Connections list.

   • Click Apply and Connect to save the details you have entered and start Discoverer Viewer using the login details you specified.

5. If the username has access to more than one End User Layer, the Create Connection: End User Layer page is displayed. Do the following:

   1. Select an End User Layer from the End User Layer drop down list.

   2. Click Apply to save the details that you specified.

If you clicked Apply, the Connect to OracleBI Discoverer Viewer page is displayed. The new connection that you have created is included in the list of connections. To start Discoverer Viewer using the connection that you have created, click the new connection name in the Connection list.

If you clicked Apply and Connect, Discoverer Viewer starts and prompts you to select a workbook and worksheet to open.

Notes

• You can only edit private connections that you have created yourself. You cannot edit public connections created by the Discoverer manager.

How do I delete a Discoverer connection?

You delete a Discoverer connection when you want to remove login details permanently. For example, you might want to delete a connection that you no longer need.

To delete a Discoverer connection:

1. Display the Discoverer Viewer connections page (for more information, see "How to display the Discoverer Viewer connections page".

2. Select the trash can icon in the Delete column next to the name of the connection that you want to delete to display the Confirmation dialog.

   Hint: To confirm that you are deleting the correct connection, click Show in the Details column to display more information about a connection. To hide additional information, click Hide.

3. Click Yes at the confirmation page to delete the connection and return to the Connect to OracleBI Discoverer page.

Notes

• You can only delete private connections that you have created yourself. You cannot delete public connections created by the Discoverer manager.

What are public connections?

Public connections are Discoverer logins created by the Discoverer manager. Public connections enable you to start Discoverer Viewer and access workbooks without having to create your own connections.

You cannot edit or delete public connections. Only the Discoverer manager can create, edit, and delete public connections.

What are user-defined connections?

User-defined connections (also known as private connections) are Discoverer logins that you create yourself. You can edit and delete private connections. Only you can access, edit, and delete the private connections that you create.

When and why do I need to change my password?

Typically you will have to change your password periodically to maintain data security.

Your system manager specifies how long you can keep the same password before it expires. In other words, how long you can keep the password before you have to change it.

You will know your password has expired if you start Discoverer Viewer and are prompted to enter a new password. When you connect to Discoverer Viewer, you might be warned that your password will expire in a specified number of days. If you do not change the password in this period, you are prompted to enter a new password when the password expires.

It is also important to change your password if you think that someone else has found out what the password is.

How do I change the password for a connection?

You change the password for a connection when the password:

• has expired

• is about to expire

• has become known by another user

To change the password for a connection:

1. Display the Discoverer Viewer connections page (for more information, see "How to display the Discoverer Viewer connections page".

2. Select the Update icon next to the connection for which you want to change the password.

3. Click Change Database Password.

4. In the Password field, enter the current database password for the current username.

5. In the New Password field, enter a new database password for the current username.

6. In the Verify Password field, re-enter the new database password for the current username.

7. Click Finish.

   The Connect to OracleBI Discoverer page is displayed. You can now use the connection to start Discoverer Viewer.

Notes

• If any of the password details that you entered were invalid, an error message is displayed with advice on which value to change.

How do I change the End User Layer for a Discoverer connection?

You change the End User Layer (EUL) for a Discoverer connection when you want the connection to start Discoverer using a different EUL (for more information, see "What is the End User Layer (EUL)?").

To change the EUL for a Discoverer connection:

1. Display the Discoverer Viewer connections page (for more information, see "How to display the Discoverer Viewer connections page".

2. Select the Update icon next to the connection for which you want to change the End User Layer.

3. In the Password field, enter a valid password for the Discoverer connection.

4. Click Continue.

5. If the username for the current Discoverer connection has access to more than one End User Layer, the Select End User Layer for Discoverer Connection page is displayed. Do the following:

   1. Select an End User Layer from the End User Layer drop down list.

   2. Click Finish.

   The Connect to OracleBI Discoverer page is displayed. You can now use the connection to start Discoverer.

Notes

• If the username does not have access to more than one End User Layer, you cannot change the default End User Layer.

• If the password that you entered was invalid, an error message is displayed with advice on which value to change.

What is Single Sign-On?

Single Sign-On is a feature that enables users to log in once to access many different applications.

What is the difference between Single Sign-On and Discoverer passwords?

If your organization uses Single Sign-On, your Discoverer password is separate to your Single Sign-On password:

• your Single Sign-On password authenticates your Single Sign-On username

• your Discoverer password authenticates your Discoverer username

• with a single Sign-on connection, you can connect using many different Discoverer connections