Setting the Default Dashboard
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Loading ...Hi Friends,
There are many times when the clients ask for landing to a particular dashboard instead of the default My Dashboard. I came across this request too. So what i did is explained below.
There are basically some approaches to it.
1) Go to the settings -> My Account and set the Default Dashboard for you out there.
2) The other method is used when you have to set the Default Dashboard for all the users. To accomplish this you need to follow the steps below:
a) Login using the Administrator user and click on settings -> Administration.
b) Go to “Manage Presentation Catalog” and navigate to the Dashboard which you want to set as default.
c) Click on properties of that Dashboard and copy the Path of the Dashboard from the ‘Path’ Attribute. Copy the path exactly as its mentioned in that attribute.
d) Now open the RPD and go to Manage-> Variables.
e) Create an Initialization block in session section and name it as PORTALPATH_IB.
f) Now set the Data source as SELECT <PATH> FROM DUAL. Assign it to a connection pool and click ok.
g) Click on Edit Target and click New and type in PORTALPATH for the session variable name. A warning will appear saying that this is a server variable. Click OK.
h) Save your changes.
i) Now, check that your user has default dashboard set to ‘default’ in settings->My Account.
j) Log out and log in and you should be directed to the targeted dashboard mentioned in the PORTALPATH variable.
I guess this helps. Post if you face any issues.
i tried to set PORTALPATH using session variable – it seemed to work as i can show the session variable in a report. however the default is not goint to the correct dashboard. i set the dashboard to ‘default’
Hi,
It should work that way only. Some points to remeber here are:
1) Please copy the exact path from the Path attribute in Manage Presentation Catalogs for the particular Dashboard.
2) In My Accounts, set the default dashhboard parameter to default.
Also check the vakue of the session variable as shown in your report should be same as the Dashboard Path.
If you still face some issue kindly post the steps that you have followed for the same.
Hi,
I am trying to follow the steps suggested by you, but get stuck at point 2 C.
When I go to ‘Manage Presentation Catalog’ after the Administration link, I get the following error:
“If you have proper authority, this screen allows you to create and delete Interactive Dashboards, as well as control which users can access them.”
Please note that I do have Admin rights and I use the Administrator login.
Any reasons why I should face this error?
Thanks in advance for replying.
-Jayadev
The point 2 C says that…. when u go to the Settings > Manage Presentation Catalog > Navigate to your Dashboard and click it. Then you will see the properties and the path of that Dashboard. Copy the path and create a variable with the name PORTALPATH.
Follow rest of the steps as stated in the post.
Keep Posting if u face any issues….
Hi Rohit!
Thanks for replying.
The issue I am facing, like I mentioned earlier, is that when I click on ‘Manage Presentation Catalog’ itself I get the error. So I will be unable to get the link of ‘Navigate to your Dashboard’ which you suggested.
Anything I could try to get that link to come up?
Thanks once again for taking some time off to reply.
-Jayadev
Hi Jayadev…
Thanks for replying. Can you tell me what error are u getting when u click on Manage Presentation Catalog. Have u checked the permissions?
Kindly tell the error msg..
Hi Rohit,
The exact message which gets displayed is as follows:
“If you have proper authority, this screen allows you to create and delete Interactive Dashboards, as well as control which users can access them.”
I do have Admin rights, so is there something missing from my side?
I also went to the following loacation, to check if the settings were set prefectly:
Settings -> Administration -> Manage Privileges -> Manage Dashboards -> Presentation Server Administrators(Link).
Here I see that, ‘Users and groups with explicit access to this Privilege’ is ‘Granted’ for ‘Presentation Server Administrators’.
Do you need any more details from my side? I could send some screenshots if necessary if you could provide an email ID.
And again, thanks for looking into this Rohit.
-Jayadev
Hi Jayadev,
I am a bit confused as things seem contradicting. The error message specifies that you dont have Proper Authority whereas you have logged in as Administrator.
It would be good if you can provide me with some screen shots(especially Manage Privileges, error message which OBIEE gives when you click on Manage Presentation Catalog).
Can u also tell me whether you have installed OBIEE on your local machine?
Also validate the credentials that you are using.
Hi Rohit,
I have managed to solve the problem which I was facing.
Basically, I had not saved any of the reports in the ‘Shared Folder’ but instead in ‘My Folder’. So to create a dashboard, we need to have report(s) in the ‘Shared Folder’. So, on a new catalog/enviroment by default there was no shared folder. Once this was done, I was able to follow the remaining steps in the article and the result was successful.
Thanks a lot Rohit, for your time and effort…
-Jayadev
Hi Rohit,
Thanks for the information. Having done this, i need to be able to provide a link from one of the main dashboard to go back to my dashboard, given that i cannot hard code this link, since each users my dashboard path is different. Any suggestions ?
Regards
Rajesh
Hi Rajesh,
If I got your question correctly, you are trying to say that after landing to the default dashboard you need to give a link of the My Dashboard from that Dashboard.
The My Dashboard link is present in the portal links section at the top of the Dashboard. Any user can go to the My Dashboard page after clicking on that link.
very helpful!!! worked perfectly thanx!
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Hi,
Can u ppl please explain in detail the above mentioned point f.
i.e. I do need a query syntax in the edit data source.
Thanks,
Jagadees.
Yes, you do need a query syntax in the Edit Data Source… The Query syntax is like
Select ” from dual;
where the PORTALPATH is the path of the dashboard to whcih you want to navigate.
Let me know in case of any more doubts….
Hi…
As iam new to OBIEE 11g can you please let me know how to achieve the object level security (catalog level, table level,column level) and also let me know the dashboard level permissions…
Please any one help me
Hi Vijay,
The security is a very vast topic. I will soon be writing a post on this and the only problem I am having with this is where to start from.
To answer your question, there are basically 2 types of Securities in OBIEE- Object Level and Data Level.
Object Level- Where we apply restrictions or allow users to access objects. eg: Reports, Dashboards etc.
Data Level- Restrictions on data comes under this bucket. A typical example of this is Manager and Employee Scenerio. Manager should see all the data but employee should see only employee related data.
Object Level security can be achieved both at RPD(for tables and columns) and Catalog Level/Answers( for reports and dashboards), whereas, Data level security requires making use of RPD like creating variables and filtering data based on them etc.
I will detail out the scenerios and exmaples in the forthcoming posts on OBIEE security.
Kindly let me know if this helps. Keep posting…
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