How to Configure the Advanced Tab of iBots/Agents in OBIEE

Configure the Advanced Tab

Advanced tab is used to specify one or more actions to execute when the iBot completes. Actions will be executed on behalf of each user who is a recipient of the iBot. You can change the default  behavior for each iBot action. Actions include the execution of other iBots, custom  scripts, custom Java programs or Workflows defined using the Oracle’s Siebel Workflow Version 7.7 (or higher) application. You can also specify actions to execute either when iBot conditions are satisfied, or when no records are returned.We can choose these actions when iBot conditions are satisfied and also when iBot conditions are not satisfied.

How to Configure the Destinations Tab of iBots/Agents in OBIEE

Configure the Destinations Tab

Destinations tab is used to specify a range of desired devices and destinations for iBots.

To select the user Destinations:

• User destinations can be the Interactive Dashboards or the Active Delivery

profile of specific users who have configured Oracle Delivers.

To select the specific Devices:

• We can choose the devices using the check boxes provided.

To select the system services:

This section describes the system services available for administrators on the Destinations page.

1. Oracle BI Server Cache: This is used for seeding cache.(choose the Personalized option for data visibility at the General tab)
2. Disconnected Application Cache:This setting is for organizations that have licensed Disconnected Analytics or a disconnected application such as Oracle’s Siebel Pharma Mobile Analytics.(Nonpersonalized data is not used for Disconnected Analytics users.)

How to Configure the Delivery Content Tab of iBots/Agents in OBIEE

Configure the Delivery Content Tab

 

Delivery Content tab is used to specify the type of content to deliver with the iBot, such as a dashboard page or a saved request. You can also specify the delivery format for the content, such as HTML, PDF, XLS, CSV, or text.

To add a headline to appear as the iBot subject line:

• Type a short, descriptive headline into the Headline text box.

To select the delivery content for the iBot:

1. Click the Select Content button.
2. At the Choose Delivery Content dialog box, select the delivery content and click OK.
3. Choose a format for the delivery content from the Send content as drop-down list.

If we want to add a text message to provide the context for the ibot attachment

we can choose the option If sent as attachment, include this text.

To remove the delivery content for the iBot:

• Click the Clear Content button.

To specify a text message to deliver to recipients when there is no iBot content to deliver to them:

1. Click the following option:Deliver this message when no records are returned
2. Type the text into the text box.

We can add variables in any one of the text areas provided above.

the syntax is shown in the following table:

Variable Type	Syntax
Repository	@{Variable_Name}
Session	@{NQ_SESSION.Variable_Name}
Presentation	@{Variable_Name}

 

How to Configure the Recipients Tab of iBots/Agents in OBIEE

Configure the Recipients Tab

Recipients tab is used to select the users and groups to receive the delivery content of the iBot.

To send the delivery content to the creator of the iBot:

• Click the Me option.

To send the delivery content to multiple users:

1. Click the A specific list of recipients option.
2. Click the Choose recipients button to open the Select Recipients dialog box and specify the eligible users and groups.

To allow users to subscribe to the iBot:

1. Click the following option:Publish for subscription. 

When you select the Publish for subscription option, the Allow subscribers to customize iBot option is enabled.This option allow subscribers to customize iBot and also enables subscribers to supply filter values for prompted filters for columns in an iBot.

2. Click the Select button to open the Select Subscribers dialog box and specify the eligible users and groups.
3. Click the Save this iBot button to save this shared iBot.

To allow the recipients to be determined dynamically from the results of a conditional request:

1. Click the following option:Determine recipients from conditional request
2. To identify the column that contains the desired recipients, make a selection from the Column Containing Recipients drop-down list.You can also specify a second column from the request.
3. To send a subset of the data in the delivery content, click the following option:Show relevant rows only

For example, if a request runs, and only a subset of rows in the result pertains to a single user, only those rows are delivered.

NOTE: You must be an Oracle BI administrator to see this option.

To disallow users from subscribing to the iBot:

• Click the following option to remove the check mark: 

Publish for subscription.

To unsubscribe users to the iBot:

1. Click the Modify button in the Current Subscribers area.
2. Select the users to unsubscribe, click the delete button, and then click OK.