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Before beginning the process of setting up any of the provided examples, you should perform the following steps Of particular importance is the information in the section BI Publisher Super User Skipping this step makes it easy to lock yourself completely out of BI Publisher Scheduler configuration could actually be done anytime during the process However, whenever you set up an authentication scheme, I recommend that you test all components it s just nice to have Delivers completely set up before beginning
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In 13, you read how the presentation server uses a credential store to store encrypted passwords Three sets of credentials need to go into this credential store Each set is identified by an alias: admin The credentials for the Scheduler service
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Part IV: Applied Security for Oracle APEX and Oracle Business Intelligence
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bipublisheradmin The credentials for BI Publisher impersonation The credentials for the impersonator user used in single sign-on (SSO) configurations
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You should run cryptotools three times to set up each of these three credentials Also, the passphrase used to encrypt the password should be the same for each set of credentials failure to do this actually results in a presentation server that will not start
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Before making any changes to BI security settings, I highly recommend that you set up a BI Publisher superuser As mentioned, if you do not do this, it will be easy to lock yourself out of BI Publisher completely I also recommend using a username that is unique to BI Publisher (that is, a username that does not exist in your Oracle BI identity store) After setting up a superuser and password, you need to restart BI Publisher Test this new user and make sure you can login as that user The superuser is a back door into BI Publisher that will work no matter what security scheme BI Publisher is configured to use
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You should also make a few more changes to BI Publisher, after Oracle BI authentication is set up and working First, edit the BI EE JDBC data source to use the internal administrator account: Administrator Make sure that you leave the Use Proxy Authentication option checked, as shown in Figure A-1 This should always be used for BI server data sources When this is checked, queries against the BI server will use a shared connection pool but will execute under the permissions of the actual user logged into BI Publisher This Proxy Authentication feature is also used when executing BI Publisher reports in a VPD-enabled Oracle Database I like setting up the JDBC connection first, because I can test the connection there Next, you should perform the security configuration Specify that you will use the BI server for your BI Publisher security model BI Publisher supports a number of different security models
FIGURE A-1
Setting up a JDBC connection to the BI server in BI Publisher
Appendix:
Using the Oracle BI Examples
FIGURE A-2
Setting up integration with the presentation server
However, if you are using BI Publisher in an integrated Oracle BI environment, it is recommended that you use the BI server for BI Publisher security This allows BI Publisher to leverage the security you have set up for the BI server The details you specify here are identical to those you used to set up your BI EE JDBC data source After BI Publisher is set up to use BI server security, you need to change one thing on your BI EE JDBC data source: Authorize the group SH Users to use this data source Notice that BI Publisher is getting this list of groups from the BI server If you tried to do this step prior to BI server security being set up, you would not have seen the proper list of groups Finally, you should set up integration with BI Presentation Services This is required to be able to use Answers requests as a data source As shown in Figure A-2, you should use the Administrator username and password again Remember that if you are using SSO, this should actually point to the URL suffix that is not SSO protected, as discussed in 13
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