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Oracle Fusion Middleware System Administrator’s Guide for Oracle Business Intelligence Enterprise Edition11g Release 1 (11.1.1)
February 2013
Explains how to manage Oracle Business Intelligence Enterprise Edition processes and components, including how to start and stop, configure, and extend deployments. Includes how to customize, monitor, troubleshoot, and migrate an Oracle Business Intelligence Enterprise system
Oracle Fusion Middleware System Administrator's Guide for Oracle Business Intelligence Enterprise Edition, 11g Release 1 (11.1.1)
E10541-06
Copyright © 2010, 2013, Oracle and/or its affiliates. All rights reserved.
Primary Author: Christine Jacobs
Contributing Authors: Marla Azriel, Nick Fry, Dona Hobin, Cammy Moore, Stefanie Rhone, M. Lea Shaw
Contributors: Oracle Business Intelligence development, product management, and quality assurance teams
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.
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This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
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Contents
New Features for Oracle Business Intelligence System Administrators .............. xxv
New Features for Oracle BI EE 11g Release 1 (11.1.1.7) ..................................................................... xxv New Features for Oracle BI EE 11g Release 1 (11.1.1.6) ..................................................................... xxvi New Features for Oracle BI EE 11g Release 1 (11.1.1.5) ................................................................... xxviii New Features for Oracle BI EE 11g Release 1 (11.1.1.3) ................................................................... xxviii
Part I Administering Oracle Business Intelligence
1 Introduction to Oracle Business Intelligence System Administration
1.1 What Are the Oracle Business Intelligence System Administration Tasks? ..................... 1-1 1.2 Getting Started with Managing Oracle Business Intelligence ........................................... 1-2 1.3 What Is the Oracle Business Intelligence System Logical Architecture? ........................... 1-3 1.3.1 Oracle Business Intelligence on a Single Host ............................................................ 1-4 1.3.1.1 A Single Host and Enterprise Install ................................................................... 1-4 1.3.1.2 A Single Host and Simple Install ......................................................................... 1-5 1.3.2 Oracle Business Intelligence on Multiple Hosts ......................................................... 1-6 1.3.3 About Java Components and System Components for
Oracle Business Intelligence ....................................................................................... 1-7 1.3.3.1 About Java Components ...................................................................................... 1-7 1.3.3.2 About System Components ................................................................................. 1-7 1.3.4 What Is the Administration Server? ........................................................................... 1-8 1.4 What System Administration Tools Manage Oracle Business Intelligence? ..................... 1-8 1.4.1 Fusion Middleware Control ....................................................................................... 1-9 1.4.2 Oracle WebLogic Server Administration Console ..................................................... 1-9 1.4.3 Oracle Process Manager and Notification Server (OPMN) Tool .............................. 1-10 1.4.4 Oracle WebLogic Scripting Tool (WLST) ................................................................. 1-10 1.4.5 Oracle BI Administration Tool ................................................................................. 1-10 1.4.6 Job Manager ............................................................................................................. 1-11 1.5 Working with the Sample Application ........................................................................... 1-11
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1.6 Oracle BI Publisher Integration ...................................................................................... 1-11 1.7 Topics of Interest in Other Guides ................................................................................. 1-11 1.8 System Requirements and Certification ......................................................................... 1-12
2 Managing Oracle Business Intelligence
2.1 Why Use Fusion Middleware Control and WebLogic Server Administration Console? .. 2-1 2.2 Centrally Managing Oracle Business Intelligence Components Using
Fusion Middleware Control ............................................................................................. 2-2 2.2.1 Tips for Using Fusion Middleware Control with Oracle Business Intelligence ......... 2-2 2.2.2 Logging into Fusion Middleware Control to Manage
Oracle Business Intelligence ...................................................................................... 2-3 2.2.3 Using Fusion Middleware Control to Manage Oracle Business Intelligence
System Components ................................................................................................. 2-3 2.2.4 Using Fusion Middleware Control to Monitor Status and Start and Stop
Oracle Business Intelligence Java Components ......................................................... 2-5 2.2.5 About the Navigation Tree in Fusion Middleware Control ....................................... 2-6 2.3 Centrally Managing Oracle Business Intelligence Java Components Using the
Oracle WebLogic Server Administration Console ............................................................ 2-7 2.4 Managing Oracle Business Intelligence JMX MBeans Using the
Fusion Middleware Control MBean Browser ................................................................... 2-9 2.4.1 What Is the Fusion Middleware Control MBean Browser? ........................................ 2-9 2.4.2 Displaying the Fusion Middleware Control MBean Browser .................................... 2-9
3 Configuring the Oracle Business Intelligence System
3.1 Configuring Oracle Business Intelligence ........................................................................ 3-1 3.2 Using Fusion Middleware Control to Update Oracle Business Intelligence
Configuration Settings .................................................................................................... 3-2 3.3 Using the Oracle BI Systems Management API to Update Configuration Settings .......... 3-3 3.4 Using a Text Editor to Update Configuration Settings ..................................................... 3-3 3.5 Using the Fusion Middleware Control MBean Browser to Update
Configuration Settings ..................................................................................................... 3-4 3.6 Where Are Configuration Files Located? ......................................................................... 3-5
Part II Managing Processes and Components
4 Starting and Stopping Oracle Business Intelligence
4.1 About Starting and Stopping Oracle Business Intelligence .............................................. 4-1 4.2 Starting the Oracle Business Intelligence System ............................................................. 4-2 4.2.1 Starting Oracle Business Intelligence on Windows Platforms ................................... 4-2 4.2.2 Starting Oracle Business Intelligence on UNIX Platforms ......................................... 4-3 4.3 Using Fusion Middleware Control to Start and Stop Oracle Business Intelligence
System Components and Java Components ..................................................................... 4-4 4.4 Using Oracle WebLogic Server Administration Console to Start and Stop Java
Components ..................................................................................................................... 4-5 4.5 Alternative Methods for Starting and Stopping System Components ............................. 4-6 4.5.1 Using the OPMN Command Line to Start, Stop, Restart, and View the Status of
System Components .................................................................................................. 4-6 4.5.2 Using a Windows Service to Start and Stop System Components ............................ 4-8
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4.5.3 Using the Oracle BI Systems Management API to Programmatically Start and Stop Oracle Business Intelligence ....................................................................................... 4-9
4.6 Confirming Whether the Administration Server Is Running ........................................... 4-9 4.7 Starting and Stopping the Administration Server and
All Oracle Business Intelligence Java Components on Windows and UNIX .................. 4-10 4.8 Starting and Stopping Managed Servers on Windows and UNIX .................................. 4-11 4.8.1 Confirming If the Managed Server Is Running and Starting It ................................ 4-12 4.9 Troubleshooting System Startup .................................................................................... 4-13 4.9.1 Administration Server Fails to Start When the Database Is Not Running ................ 4-13 4.9.2 Managed Server Is Down ......................................................................................... 4-14 4.9.3 Oracle BI Server Fails to Start ................................................................................... 4-14 4.9.4 Oracle BI Presentation Services Fails to Start ........................................................... 4-14 4.9.5 Cannot Log In .......................................................................................................... 4-14
Part III Scaling and Deploying for High Availability and Performance
5 Scaling Your Deployment
5.1 About Scaling Oracle Business Intelligence ...................................................................... 5-1 5.1.1 How Do I Know When to Scale Out Processes? ......................................................... 5-2 5.1.2 What Processes Should I Scale? ................................................................................. 5-2 5.2 Vertically Scaling Oracle Business Intelligence ................................................................ 5-3 5.3 Horizontally Scaling Oracle Business Intelligence ............................................................ 5-3 5.4 Setting Up Shared Files and Directories ........................................................................... 5-4 5.4.1 Ensuring that Shared Network Files Are Accessible in Windows Environments ...... 5-4 5.4.2 Uploading and Sharing the Oracle BI Repository ...................................................... 5-5 5.4.3 Sharing the Oracle BI Presentation Catalog ............................................................... 5-5 5.4.4 Setting Up the Global Cache ...................................................................................... 5-6 5.4.5 Setting the Scheduler Script Path and Default Script Path ......................................... 5-6 5.5 Using Fusion Middleware Control to Scale System Components .................................... 5-6 5.6 Validating That Your System Has Been Scaled Correctly ................................................. 5-8 5.6.1 Using Fusion Middleware Control to View System Component Availability ........... 5-8 5.6.2 Using the Administration Console to View Managed Server Availability ................. 5-9
6 Deploying Oracle Business Intelligence for High Availability
6.1 About Oracle Business Intelligence Components in a Clustered Environment ................ 6-1 6.1.1 Recommendations for Availability ............................................................................ 6-3 6.1.2 Using Fusion Middleware Control to Identify Single Points of Failure ..................... 6-3 6.1.3 Achieving High Availability Using an Active-Passive Model ................................... 6-4 6.2 Configuring Oracle Business Intelligence Components for High Availability ................. 6-4 6.2.1 Using Fusion Middleware Control to Configure Primary and
Secondary Instances ................................................................................................... 6-4 6.3 Optional Configuration for Oracle Business Intelligence High Availability .................... 6-6 6.3.1 Setting Optional Cluster Controller Parameters ........................................................ 6-6 6.3.2 Setting Optional Presentation Services Parameters .................................................... 6-7 6.3.3 Setting Optional Oracle BI Presentation Services Plug-in Parameters ....................... 6-7 6.4 Using the Cluster Manager ............................................................................................... 6-8
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6.4.1 Viewing and Managing Cluster Information ............................................................. 6-9 6.4.1.1 Status Information ............................................................................................... 6-9 6.4.1.2 Cache Information ............................................................................................. 6-10 6.4.1.3 Session Information ........................................................................................... 6-11 6.4.1.4 Server Information ............................................................................................ 6-12 6.5 Troubleshooting an Oracle Business Intelligence Clustered Environment ..................... 6-13 6.5.1 Avoiding Errors with Network Appliance Devices When the Oracle BI Server Is
Running on Linux or UNIX ..................................................................................... 6-13
7 Managing Performance Tuning and Query Caching
7.1 Monitoring Service Levels ................................................................................................ 7-1 7.1.1 Using Fusion Middleware Control to View Common Performance Metrics ............. 7-2 7.1.2 Using Fusion Middleware Control to View All
Oracle Business Intelligence Metrics .......................................................................... 7-3 7.1.3 Using the Administration Console to View Metrics for Java Components ................ 7-3 7.2 About Query Performance Tuning ................................................................................... 7-4 7.3 Setting Performance Parameters in Fusion Middleware Control ..................................... 7-4 7.3.1 Using Fusion Middleware Control to Disallow RPD Updates ................................... 7-5 7.3.2 Using Fusion Middleware Control to Set the User Session Log-Off Period ............... 7-5 7.3.3 Using Fusion Middleware Control to Set Configuration Options for Data in
Tables and Pivot Tables ............................................................................................. 7-6 7.3.4 Using Fusion Middleware Control to Set the Maximum Number of Rows
Processed to Render a Table ...................................................................................... 7-6 7.4 About the Oracle BI Server Query Cache ......................................................................... 7-7 7.4.1 Query Cache Architecture ......................................................................................... 7-8 7.4.2 Advantages of Caching .............................................................................................. 7-8 7.4.3 Costs of Caching ........................................................................................................ 7-9 7.4.3.1 Disk Space ........................................................................................................... 7-9 7.4.3.2 Administrative Tasks .......................................................................................... 7-9 7.4.3.3 Keeping the Cache Up To Date ........................................................................... 7-9 7.4.3.4 CPU Usage and Disk I/O .................................................................................. 7-10 7.4.4 Cache Sharing Across Users .................................................................................... 7-10 7.4.5 About the Refresh Interval for XML Data Sources ................................................... 7-10 7.4.6 About the Global Cache ........................................................................................... 7-11 7.5 Configuring Query Caching ........................................................................................... 7-12 7.5.1 Using Fusion Middleware Control to Enable and Disable Query Caching ............. 7-13 7.5.2 Using Fusion Middleware Control to Set Query Cache Parameters ........................ 7-13 7.5.3 Manually Editing Additional Query Cache Parameters .......................................... 7-14 7.5.4 Using Fusion Middleware Control to Set Global Cache Parameters ........................ 7-14 7.5.5 Manually Editing Additional Global Cache Parameters .......................................... 7-15 7.6 Monitoring and Managing the Cache ............................................................................. 7-15 7.6.1 Choosing a Cache Management Strategy ................................................................ 7-15 7.6.1.1 Disable Caching for the System ......................................................................... 7-15 7.6.1.2 Caching and Cache Persistence Timing for Specified Physical Tables .............. 7-16 7.6.1.3 Configure Oracle BI Server Event Polling Tables .............................................. 7-16 7.6.2 Purging and Maintaining Cache Using ODBC Procedures ..................................... 7-16 7.6.2.1 About ODBC Procedure Syntax ........................................................................ 7-17 7.6.2.2 About Sharing the Presentation Services Query Cache ..................................... 7-17
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7.6.2.3 About Result Records ........................................................................................ 7-18 7.6.2.4 Storing and Purging Cache for SAP/BW Data Sources ..................................... 7-18 7.6.3 How Repository Changes Affect the Query Cache .................................................. 7-19 7.6.3.1 Online Mode ...................................................................................................... 7-20 7.6.3.2 Offline Mode ..................................................................................................... 7-20 7.6.3.3 Switching Between Repositories ........................................................................ 7-20 7.6.3.4 Changes to Dynamic Repository Variables ....................................................... 7-20 7.7 Strategies for Using the Cache ........................................................................................ 7-20 7.7.1 About Cache Hits ..................................................................................................... 7-21 7.7.1.1 Ensuring Correct Cache Results When Using Row-Level Database Security .... 7-23 7.7.2 Running a Suite of Queries to Populate the Cache ................................................... 7-24 7.7.3 Using Agents to Seed the Oracle BI Server Cache .................................................... 7-25 7.7.4 Using the Cache Manager ........................................................................................ 7-25 7.7.4.1 Displaying Global Cache Information in the Cache Manager ........................... 7-26 7.7.4.2 Purging Cache in the Administration Tool ........................................................ 7-27 7.8 Cache Event Processing with an Event Polling Table ..................................................... 7-28 7.8.1 Setting Up Event Polling Tables on the Physical Databases ..................................... 7-29 7.8.2 Making the Event Polling Table Active .................................................................... 7-31 7.8.3 Populating the Oracle BI Server Event Polling Table ............................................... 7-31 7.8.4 Troubleshooting Problems with Event Polling Tables ............................................. 7-32 7.9 Managing the Oracle BI Presentation Services Cache Settings ....................................... 7-32 7.10 Improving Oracle BI Web Client Performance ............................................................... 7-34 7.10.1 Configuring Apache HTTP Server for Static File Caching ....................................... 7-34 7.10.2 Configuring Oracle HTTP Server for Static File Caching ......................................... 7-36 7.11 Setting the JVM Heap Size for Oracle Business Intelligence ........................................... 7-36
Part IV Resolving Issues
8 Diagnosing and Resolving Issues in Oracle Business Intelligence
8.1 What Diagnostic Tools Are Available? ............................................................................. 8-1 8.2 Viewing And Configuring Diagnostic Log Files .............................................................. 8-2 8.2.1 Using Fusion Middleware Control to View Log Information, Error Messages, and
Alerts ......................................................................................................................... 8-2 8.2.2 Configuring Log File Rotation Policy and Specifying Log Levels .............................. 8-3 8.2.2.1 Using Fusion Middleware Control to Configure Log File Rotation Policy and
Specify Log Levels ............................................................................................... 8-4 8.2.2.2 Manually Changing Additional Log File Settings ............................................... 8-4 8.2.3 Diagnosing Issues Using the Log Viewer .................................................................. 8-5 8.3 Understanding Diagnostic Log and Log Configuration Files ........................................... 8-6 8.3.1 What Are Diagnostic Log Files and Where Are They Located? ................................. 8-6 8.3.2 What Are Diagnostic Log Configuration Files and Where Are They Located? .......... 8-8 8.3.3 What Are Log File Message Categories and Levels? ................................................ 8-10 8.3.4 What is Log File Rotation? ....................................................................................... 8-11 8.3.5 What Messages Are Included in the System Log? ................................................... 8-11 8.4 Managing the Query Log ............................................................................................... 8-12 8.4.1 Configuring Query Logging .................................................................................... 8-12 8.4.1.1 Setting the Query Logging Level ....................................................................... 8-13
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8.4.1.2 Setting the Query Logging Level for a User ...................................................... 8-14 8.4.2 Using the Log Viewer .............................................................................................. 8-15 8.4.2.1 Running the Log Viewer Utility ........................................................................ 8-15 8.4.2.2 Interpreting the Log Records ............................................................................. 8-16 8.5 Logging in Oracle BI Presentation Services .................................................................... 8-16 8.5.1 Using the Oracle BI Presentation Services Logging Facility .................................... 8-17 8.5.2 Structure for the Oracle BI Presentation Services Configuration File ...................... 8-17 8.5.3 Examples of the Formats of Logged Messages ........................................................ 8-21 8.5.4 Oracle BI Presentation Services Message Structure ................................................. 8-22 8.5.5 Oracle BI Presentation Services Log Filters .............................................................. 8-22 8.5.6 Diagnosing Issues with Agents ................................................................................ 8-23 8.6 Using ODBC/JDBC Procedures to Obtain Oracle BI Server Diagnostics ....................... 8-24 8.6.1 About the Oracle BI Server ODBC/JDBC Procedures ............................................. 8-24 8.6.2 Obtaining a List of Available Diagnostic Categories ............................................... 8-24 8.6.3 Running Specific Diagnostics .................................................................................. 8-25 8.6.4 About Parameters for ODBC/JDBC Procedures ...................................................... 8-26
9 Managing Usage Tracking
9.1 About Usage Tracking ...................................................................................................... 9-1 9.2 Setting Up Direct Insertion to Collect Information for Usage Tracking ........................... 9-2 9.2.1 Setting Up the Usage Tracking Statistics Database .................................................... 9-2 9.2.2 Setting Direct Insertion Parameters ........................................................................... 9-2 9.2.3 Setting Optional Direct Insert Parameters ................................................................. 9-4 9.3 Description of the Usage Tracking Data ........................................................................... 9-5
Part V Configuring Oracle Business Intelligence
10 Configuring Repositories
10.1 Why Upload a Repository and Set the Catalog Location? .............................................. 10-1 10.1.1 Understanding Repository Version Numbers ......................................................... 10-2 10.2 Using Fusion Middleware Control to Upload a Repository and Set the Oracle BI
Presentation Catalog Location ........................................................................................ 10-2 10.3 Using the System MBeans to Upload the Metadata Repository ..................................... 10-3
11 Configuring Connections to External Systems
11.1 Configuring Email and Agents ...................................................................................... 11-1 11.1.1 Using Fusion Middleware Control to Configure Oracle BI Scheduler
Email Settings that Affect Agents ............................................................................ 11-1 11.2 Configuring for Actions with the Action Framework .................................................... 11-2 11.3 Configuring for Connections to the Marketing Content Server ..................................... 11-3 11.3.1 Using Fusion Middleware Control to Configure the Connection to the
Marketing Content Server ....................................................................................... 11-3 11.3.2 Manually Editing Settings for the Marketing Content Server Connection .............. 11-4 11.4 Configuring Connections to Data Sources ..................................................................... 11-4 11.5 Configuring for Integration with EPM Workspace ........................................................ 11-5 11.5.1 Step 1: Understanding the Prerequisites .................................................................. 11-5
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11.5.2 Step 2: Copying a JAR File ....................................................................................... 11-6 11.5.3 Step 3: Registering Oracle Business Intelligence with EPM Workspace ................... 11-6 11.5.4 Step 4: Adding Proxies ............................................................................................. 11-8 11.5.5 Step 5: Configuring for Single Sign-On .................................................................... 11-9 11.5.6 Step 6: Provisioning Users ..................................................................................... 11-10 11.6 Configuring Oracle Business Intelligence to Use Hyperion SSO Tokens when
Communicating with Essbase, Hyperion Financial Management, and EPM Workspace ........................................................................................................... 11-10
11.6.1 Enabling the Oracle BI Server to Generate a Hyperion SSO Token when Connecting to Essbase or HFM .............................................................................. 11-10
11.6.2 Enabling Oracle Business Intelligence to Accept a Hyperion SSO Token when Integrating Oracle Business Intelligence with EPM Workspace ............................ 11-11
11.6.3 Common Steps for Enabling Oracle Business Intelligence to Generate or Accept a Hyperion SSO Token ............................................................................... 11-11
11.6.3.1 Enabling Oracle Business Intelligence to Generate or Accept a Hyperion SSO Token when Connecting to Essbase, HFM, and EPM Workspace Release 11.1.2.1 or Later ................................................................................... 11-12
11.6.3.2 Enabling Oracle Business Intelligence to Generate a Hyperion SSO Token when Connecting to Essbase and HFM Release 11.1.2.0 or Earlier .................. 11-13
12 Configuring Presentation Setting Defaults
12.1 Using Fusion Middleware Control to Change Presentation Setting Defaults ................. 12-1
13 Configuring Mapping and Spatial Information
13.1 What Are the System Requirements for Map Views? ..................................................... 13-1 13.2 Hardware Sizing and Deployment Strategy for Maps ................................................... 13-3 13.3 Administering Maps ...................................................................................................... 13-3 13.3.1 Working with Maps and Layers .............................................................................. 13-3 13.3.1.1 Associating Layers with Columns ..................................................................... 13-4 13.3.1.2 Ordering Layers on Maps .................................................................................. 13-4 13.3.1.3 Changes to Spatial Metadata Require Restart .................................................... 13-6 13.3.2 Administration Page Functions ............................................................................... 13-6 13.3.3 Administering Maps Using Administration Pages .................................................. 13-7 13.3.4 Handling the Translation of Layers in Maps ........................................................... 13-8
14 Configuring Time Zones
14.1 Why and Where Are Time Zones Used? ........................................................................ 14-1 14.2 Setting Time Zones ......................................................................................................... 14-2 14.3 What is the Precedence Order for Time Zones ............................................................... 14-3 14.3.1 User-Preferred Time Zone ....................................................................................... 14-3 14.4 Where Are Time Zone Specifications Stored? ................................................................ 14-3 14.4.1 Specifying Time Zone Values .................................................................................. 14-3 14.5 Description of Time Zone Settings ................................................................................. 14-4 14.6 Example: Configuration File Settings for Specifying the Time Zone .............................. 14-5
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15 Localizing Oracle Business Intelligence
15.1 What Is Localization? ..................................................................................................... 15-1 15.1.1 What Components Are Translated? ......................................................................... 15-1 15.1.2 Tasks for Localizing Oracle Business Intelligence Components .............................. 15-2 15.2 Localizing Oracle BI Presentation Services ..................................................................... 15-3 15.2.1 Localizing the User Interface for Oracle BI Presentation Services ........................... 15-3 15.2.1.1 Understanding the Directory Structure for Localizing Presentation Services ... 15-3 15.2.1.2 Localizing Messages for Users' Preferred Currency .......................................... 15-4 15.2.1.3 Specifying the Default Language for the Sign-In Page ...................................... 15-4 15.2.1.4 Configuring the Languages and Locales for the Sign-In Page ........................... 15-5 15.2.1.5 Specifying the Scaling of Numbers in Performance Tiles .................................. 15-6 15.2.1.6 Specifying the Language in the URL ................................................................. 15-7 15.2.2 Localizing Oracle BI Presentation Catalog Captions ............................................... 15-8 15.2.2.1 Step 1: Understanding the…