Tuesday, August 7, 2012

Creating and Delivering a Simple iBot

In the simplest format, an Oracle BI Delivers iBot automatically performs a specified Presentation Catalog request (created with Oracle BI Answers) based on a defined schedule, and examines the results for a specific problem or opportunity. If the specific problem or opportunity is detected in the results, an alert is generated and passed to people who are subscribed to the iBot, using the delivery options specified for each person. The content of the iBot can be tailored for an associated delivery device. For example, content sent to a pager might include only a telephone number, and content sent to a Blackberry device might include an email with more detailed information such as a chart.
When Oracle BI Delivers is enabled, an Alerts section is automatically added to the first page of My Dashboard if one is not manually placed there. In this lesson, you create an iBot that delivers an alert to your Interactive Dashboard and email account.
If Oracle Business Intelligence is not currently open, click Start > All Programs > Oracle Business Intelligence > Presentation Services, enter Administrator in both the User ID and Password text boxes, and click Log In.
To open Oracle BI Delivers, click the More Products link and select Delivers from the drop-down menu.

The Delivers page appears.

In this step, you setup the device profile for the iBot.
A. Click Edit My Account.

The My Account page appears. On this page, you specify devices to receive the content.
B. Click the Add Email Device link.

In the Device dialog box, enter Email as the Device, select HTML eMail as the Device Type, and enter user@ <yourmachine> for the Address.

C. Click Finished.
The email device appears.
Now setup the delivery profile for the iBot.
A.Click the Add Delivery Profile link.

B. In the Delivery Profile dialog box, enter Dashboard as the profile Name and select Normal as the Content Priority.

C. Click Finished. The profile is complete.

D. Click Finished again.
Now you create the iBot that delivers the request to your dashboard based on a specified schedule.
Click Create New iBot.

The Overview page appears.

Click the General tab (or the General link).
You use the General tab to specify the priority of the iBot and how to send the delivery content. You can set the priority to low, normal, or high. The priority works with the delivery profile for a user to determine the destination for alerts of different priorities.
Select Normal from the Priority drop-down list, Personalized (individual data visibility) from the Data Visibility drop-down-list, and leave Run As blank.

Click the Schedule tab.
You use the Schedule tab to determine when the iBot runs, how often it runs, and when to discontinue running it. iBots can execute based on a specified schedule. You can define a starting date and time for the iBot, a recurrence schedule, and an ending date. You can also create a nonscheduled iBot. This is useful when you want to create an iBot that runs only as part of an iBot chain, or an iBot that is initiated by an external process.
Select the Set Schedule check box. Additionally, select Start Immediately and Recurrence - Once radio buttons.

lick the Recipients tab.
You use the Recipients tab to select the users and groups to receive the delivery content of the iBot.
Select the Me check box.

Click the Delivery Content tab.
You use the Delivery Content tab 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.
You can include a short, descriptive headline with the content. The headline appears as the subject when the iBot is delivered. You can add a text message to provide context for an iBot attachment. You can personalize this headline or text message by using a repository variable, a session variable, or a presentation variable. If the delivery content is blank (no records are returned), you can add an explanation for this condition (only applies for conditional requests).
A. Enter My Request in the Headline text box and then click Select Content.

B. The Choose Delivery Content window appears. Select the request that you saved above and click OK.

The Delivery Content window reappears with your request specified.

C. Click the Destinations tab.
You use the Destinations tab to specify a range of desired devices and destinations for iBots. There are two User Destinations: Interactive Dashboard and Active Delivery Profile.
If you choose Interactive Dashboard, the active iBots will appear in a Dashboard Alerts! section as well as on the Alerts! page. A link to this summary appears together with the application navigation links when new iBots are delivered.
If you choose Active Delivery Profile, iBots will be sent to specified devices in the active delivery profile. The active delivery profile is configured through the My Account page. The available devices include: email, pager, digital phone, handheld device, and other devices.
Click both Interactive Dashboard and Active Delivery Profile check boxes.

Finally, you need to save the iBot and verify that the request has been delivered to your dashboard and to your email account.
Click the Save button and name your iBot, My Request iBot.

Click the Dashboards link.
Your request appears in in the Alerts! area of the Interactive Dashboard and an Alerts link appears in the My Dashboard banner.

Click the My Request link to view your report from the dashboard. Your request appears.

Alternatively, you can click the Alerts! link in the My Dashboard banner to view the request, open the iBot, or clear the alert.
Click Start > All Programs > Outlook Express.
Your request appears in your Inbox. If you do not see your request, click Send/Recv. (Note: In this screenshot Preview Mode is enabled for Outlook Express, allowing you to view the request without opening the email.)

Close Outlook Express.



  1. Alert section is not vissible after following up all steps mentioned below. Please let me know what to do to get alerts

    1. Hi Kishore,

      Are you getting any error.

      Please post me.


  2. I am also not able to SEE ALERT section visible on dashboard (in red color) . it is not showing any error.