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Oracle BI Publisher Security Setup For SQL Connect

Oracle BI Publisher Security Setup For SQL Connect

Review Oracle Cloud Tools Report Security

Following information must be reviewed from a data security point of view when deploying/using and adding new users to SQL Connect.

OracleCloudTools’ SQL Connect uses standard Oracle BI roles for allowing data access.

Once you establish a new connection to your Oracle Cloud Environment as a BI Administrator, SQL Connect will automatically create BI Catalog files for you to run SQL Queries. This will allow SQL Connect users to run the SQL Queries in your environment. As an administrator, however, you should review the Security Settings in BI Publisher to make sure this folder is accessible to the intended users only. You can restrict which users have access to this folder.

By default following roles would have access to SQL Connect:

  • BI Administrator Role – Full Control
  • BI Platform Author Role – Full Control
  • BI Consumer Role – Open

You may want to remove BI Consumer and Payable Invoice Management Duty Role or add your custom role to provide access to limited users. This is by design how Oracle BI administrator/user access works.

Request BI Administrator To Create Connection

To establish a connection to your Cloud Environment for the first time, you must have a BI Administrator Role. If you try to connect /create connection using a Non BI Administrator role, you will get the following message. In such cases your administrator must perform the following steps so that you can run SQL Queries with Oracle SAAS Cloud / ERP Cloud / HCM Cloud.

  • 1. Login to SQL Connect
  • 2. Go to Help => Catalog File. This will download a Catalog File to your machine.
  • 3. Login to BI Catalog. This is your Oracle Cloud Environment
  • 4. Navigate to Shared Folders/ Custom
  • 5. Unarchive the Catalog File
  • 6. Make sure you have CloudTools Folder created after you unarchive the Catalog File
 

SQL Connect Data Security

  • SQL Connect does not store any username/password information for your Oracle Cloud environment.
  • Username and Password for each connection is encoded and stored locally on your (user’s) desktop. This information does not get stored on our server.
  • When you run queries, our application connects to Oracle Cloud and gets data in a standard XML/JSON format and converts it to show you on the display – no data is stored on our server.
  • User can choose to export the data and save it locally – but OracleCloudTools does not store any data on the server.

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Looking for a partner to streamline your data tasks? SQL Connect is here to pull data from multiple Oracle ERP/SCM/HCM Pods. Run ad hoc queries, extract data to CSV or Excel, and make the most of your data. Discover the ease and efficiency of SQL Connect today!
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Step 1. Run the downloaded file to install SQL Connect on your computer.

Step 2: Register for Access
If you don’t have a username and password:
  • Click the “SIGN-UP” button on the login screen.
  • Complete the registration form.
  • Check your email for your login credentials.
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installation guide
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Step 3. First Time Launch
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Open SQL Connect:
  • For Windows: Go to Start Menu -> Programs -> SQL Connect -> SQL Connect.
  • For Mac: Open Applications and find SQL Connect.
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    Logging In:
    • Enter the username and password provided by your administrator or received via email.
    • Note: Trial credentials expire after 15 days.
      Step 4. Creating a New Oracle Connection
      Hello there
      1. Open the Create Connection window in the application.
      2. Enter the following details:
        • Oracle Connection Name: Choose a name for this connection.
        • Oracle Cloud Username: Your user ID for Oracle Cloud.
        • Password: Your Oracle Cloud password. Use the EYE icon to show/hide the password.
        • URL: The web address for your Oracle pod, e.g., 'http://EEEE.us6.oraclecloud.oracle.com'
      3. Click "NEXT" to test and save the connection. If there's an error, check the details or contact your system administrator.
      Continue
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      Step 5. Using SQL connect
      Hello there
      To connect to a database, select “Connect To” and pick your pod from the dropdown list.

      For any issues, refer to the FAQ or contact your administrator. If you are using an enterprise license, please get assistance from your company’s administrator.
      CLOSE GUIDE
      Go Back
      Hello there
      Step 1. Run the downloaded file to install SQL Connect on your computer.

      Step 2: Register for Access
      If you don’t have a username and password:
      • Click the “SIGN-UP” button on the login screen.
      • Complete the registration form.
      • Check your email for your login credentials.
      Continue
      installation guide
      Step 2. First Time Launch
      Hello there
      Open SQL Connect:
      • For Windows: Go to Start Menu -> Programs -> SQL Connect -> SQL Connect.
      • For Mac: Open Applications and find SQL Connect.
        Continue
        Go Back
        Logging In:
        • Enter the username and password provided by your administrator or received via email.
        • Note: Trial credentials expire after 15 days.
          Step 3. Creating a New Oracle Connection
          Hello there
          1. Open the Create Connection window in the application.
          2. Enter the following details:
            • Oracle Connection Name: Choose a name for this connection.
            • Oracle Cloud Username: Your user ID for Oracle Cloud.
            • Password: Your Oracle Cloud password. Use the EYE icon to show/hide the password.
            • URL: The web address for your Oracle pod, e.g., 'http://EEEE.us6.oraclecloud.oracle.com'
          3. Click "NEXT" to test and save the connection. If there's an error, check the details or contact your system administrator.
          Continue
          Go Back
          Step 4. Using SQL connect
          Hello there
          To connect to a database, select “Connect To” and pick your pod from the dropdown list.

          For any issues, refer to the FAQ or contact your administrator. If you are using an enterprise license, please get assistance from your company’s administrator.
          CLOSE GUIDE
          Go Back