Define the Publisher Functional Roles in the Oracle Database

You can create roles in the Oracle database that correspond to Publisher functional roles.

  1. In the Oracle Database, create the following roles to correspond to the Publisher functional roles:
    • XMLP_ADMIN — Serve as the administrator role for the Publisher server.

    • XMLP_DEVELOPER — Allows users to build reports in the system.

    • XMLP_SCHEDULER — Allows users to schedule reports.

    • XMLP_TEMPLATE_DESIGNER — Allows users to connect to the Publisher server from the Template Builder and to upload and download templates.

  2. Assign these roles to the appropriate Database roles and users. You might also want to create additional reporting roles that you can use when setting up your report privileges on the Publisher side. For example, you might create a role called "HUMAN_RESOURCES_MANAGER" that you can assign a Human Resources Folder of reports to. You can then assign that role to any user requiring access to the Human Resources reports.
  3. Assign the XMLP_ADMIN role to a user with administration privileges, such as SYSTEM.
  4. Log in to Publisher with Administrator privileges. On the Administration page, select Security Configuration.
  5. In the Authorization region of the page, select Oracle Database from the Security Model list. Provide the following connection information:
    • JDBC Connection String — Example: jdbc:oracle:thin:@mycompany.com:1521:orcl

    • Administrator Username and Administrator Password — Note the following requirements for this user:

      • The user must be granted the XMLP_ADMIN role

      • The user must have privileges to access data from the dba_users/_roles/role_privs tables.

    • Database Driver Class — Example: oracle.jdbc.driver.OracleDriver

  6. Click Apply. Restart Publisher for the security changes to take effect.