7
Business Areas

This chapter consists of the following sections:

• 7.1 Introduction

• 7.2 Building a New Business Area

• 7.3 Opening an Existing Business Area

• 7.4 Exporting a Business Area to a File

• 7.5 Importing EUL elements from a file

• 7.6 Copying Business Areas Between EULs

• 7.7 Editing Business Area Properties

• 7.8 Deleting a Business Area

• 7.9 Synchronizing the Business Area with the Database

• 7.10 Data migration issues (Analytic Functions)

7.1 Introduction

A Business Area is a conceptual grouping of tables and/or views that apply to user's specific data requirements. For example, an accounting department may have an accounting Business Area that represents data about budgets and finance, while project leaders in an engineering department would have a business area specifically for projects requiring budget information.

A Business Area is represented as a file cabinet on the Data page of the workarea. This can be opened to display Folders, and all the Items in those Folders.

If you've taken the tutorial in Chapter 4, you are already familiar with Business Area procedures, including Calculations, Joins, Conditions, and Summary Folders. These tasks help in the design of an efficient, useful instrument for business analysis in Discoverer Plus.

The tasks that comprise fully managing the Business Area are covered in detail in other chapters in this book. Some of the most important aspects of business area management are its security and the access privileges granted to users. For information about this important feature, read Chapter 8, "Access Privileges and Security"

This chapter covers many aspects of building a new Business Area and some of the features for managing it.

7.2 Building a New Business Area

7.2.1 Preparing to Build a New Business Area

Before you start the Load Wizard, prepare by sketching out the business area design. Keep in mind what will be useful to the users whose purposes the business area will serve. Use the following guidelines:

• Interview your users for a clear understanding of their requirements. Use the list of questions in Section 1.4.1, "Before You Begin," as a guideline for your user interviews.

• Identify the data source and have a clear understanding of its design.

• Identify which tables, views, and columns are required. Identify those that are likely to be included in multiple business areas. For example, the Employee folder might need to be in both the Sales and Human Resources business areas.

• Map out the necessary joins and determine whether they exist in the database or will have to be created by you using Discoverer Administration Edition. Joins might be predefined in the database with primary/foreign key constraints, or column names in different tables may match in ways that trigger sensible join conditions. For more information, see Chapter 11, "Joins"

• Identify security issues and access privileges. Include the user names the business area is to serve.

Keep in mind that your sketch is likely to change as you add the objects that will make the business area a useful, efficient analysis tool. The sketch provides a framework for you to modify and build upon.

7.2.2 Using the Load Wizard to Build a New Business Area

7.2.2.1 What is the Load Wizard?

The Load Wizard provides a user-friendly interface that enables you to quickly:

• Name and describe the business area

• Load metadata into the business area

• Automatically create joins from existing relationships between tables

• Automatically create lists of values for items

7.2.2.2 Starting the Load Wizard

The Load Wizard starts automatically after you click Connect on the Connect to Oracle Discoverer Administration Edition dialog box (see Section 3.2, "Connecting to the Database").

You can also start the Load Wizard when you are already connected to Discoverer Administration Edition. There are three ways of doing this:

• Toolbar Icon
  Click the New Business Area tool bar icon ().

• Menu
  Choose Insert | Business Area | From Database....

• Popup Menu
  With nothing selected, right-click the background on the Data page and choose New Business Area... on the popup menu.

  
  
  

7.2.2.3 Load Wizard: Step 1, Specifying the Metadata Source

The first page of the Load Wizard enables you to specify the source of the metadata that you want to populate the business area with.

Load Wizard: Step 1 gives you the following choice:

• Create a new business area
  This option enables you to start the process for creating a new business area from scratch.

• Open an existing business area
  This option enables you to open an existing business area. For more information about this option, see Section 7.3.1, "Using the Load Wizard to Open an Existing Business Area".

1. Click Create a new business area.

   Load Wizard: Step 1 adds the question, "Where do you want to load the metadata from?" (see Figure 7-1).

Figure 7-1 Choosing the Metadata Source

2. Specify the location of the metadata:
   • On-line dictionary
     This option enables you to load tables and views from the standard Oracle dictionary.

   • Gateway
     This option enables you to choose the metadata source from the registered gateways. When you select a gateway from the drop-down list, its description is displayed in the lower panel.

     This option is only available when you are using Oracle Designer or have a registered EUL Gateway and all its tables are visible. If you are using Oracle Designer, the dropdown list displays the Oracle Designer workareas to which you have access (if you are using a version of Oracle Designer prior to Oracle Designer 6i, the dropdown list simply displays `Oracle Designer Repository').

     To set up an EUL Gateway see the document eulgatw.doc located in the [ORACLE_HOME]\discvr4\kits directory

3. To proceed to the next page of the Load Wizard, click Next.

   The next page of the Load Wizard looks different depending on the source of the metadata:

   • If you chose On-line dictionary, see Section 7.2.2.4.1, "Load Wizard: Step 2 (for On-line Dictionary)"

   • If you chose Gateway, see Section 7.2.2.4.2, "Load Wizard: Step 2 for Gateway"

     About the Gateway: The EUL Gateway provides a way for Discoverer to populate the business area with metadata from another source, such as Oracle Designer. The Gateway allows metadata defined in another tool or application to be loaded directly into the EUL. If you are loading data from Oracle Designer 6i (where versioning is switched on) create a workarea containing the set of object versions you want to load. We recommend that the workarea rules are based on a configuration which defines a coherent release set of objects. It is important to make sure that no foreign key definitions within the workarea reference tables/views outside the workarea. To validate the workarea is complete, use the Oracle Designer 'List External Reference' utility. If versioning (Oracle Designer 6i) is not switched on then there will only be one default workarea 'Global Shared Workarea' containing all the objects, and this must be used.

   7.2.2.4 Load Wizard: Step 2

   Load Wizard: Step 2 will appear differently depending on whether you selected On-line Dictionary or Gateway on Load Wizard: Step 1.

   7.2.2.4.1 Load Wizard: Step 2 (for On-line Dictionary)

   If you chose On-line Dictionary on Load Wizard: Step 1, Load Wizard: Step 2 should look similar to Figure 7-2. Use this page of the wizard to define the user objects to load into your new business area.

   Figure 7-2 Select the Database Link and User IDs
   

   1. Choose the database link from the Select a Database Link drop-down list.

      By default, the database link is set to <Default Database>. This is the default database for the current user ID. The drop-down list only shows the databases that current user ID can connect to.

      Note: A database link sets a connection from one database to another. Multiple links can be set. As these links are created in the database, see your database administrator for more information.

   2. Select the users, whose objects you want to be loaded into the business area, from the Select the users you want to load list.

      The users that appear in this list are those that have access to the database selected above.

   3. Specify the pattern that user objects must match in order to be loaded in to the business area (in the Load user objects that match field).

      By default the % symbol is specified. The % symbol is a wildcard that matches any character or string of characters. If you want to reduce the number of objects that can be loaded from the database, use the wildcard in combination with other characters as follows:

      • To load all objects, enter %.

      • To find all objects beginning with D, enter D%.

      • To find all objects ending with AND, enter %AND.

      • To find objects beginning with A and having a four letter name,
        enter A_ _ _.

   TIP: Discoverer provides a way to use synonyms to describe a folder. See Section 13.1, "Custom Folders" in Chapter 13, "Advanced Options."

   4. If you want to specify the type of tables to be loaded (for example, whether public or private, or whether owned by or accessible to the users you select) click Options and go to Section , "Online Dictionary Options"

      By default, the Load Wizard will load only:

      • Tables owned by the users specified

      • Private tables

   5. Click Next and go to Section 7.2.2.5, "Load Wizard: Step 3, Selecting Tables and Views"

   Online Dictionary Options

   Figure 7-3 Choosing Tables by Owner and Access
   

   
   

   This dialog box enables you to specify the type of tables and views (from the user ID's database) that you want to load.

   1. Under which tables (and views) do you want to see?, specify which tables are to be loaded into the EUL and made available in the business area.
      • Tables owned by user

      This option imports all database objects, or a subset of these objects, that belong to the user IDs you specify in Load Wizard: Step 2. Select this option when you have a schema, and you want to load tables or objects based on the schema permissions.

      • Tables accessible by user

      This option imports all database objects, or a subset of these objects, to which the user IDs have been granted SELECT access in the database.

      NOTE: A user ID can "own" tables and also grant access to other user IDs. For example, an application owner, such as FINAPPS, owns all of the data tables used by the Financial Applications system and has granted access rights to other users to view those tables.

   2. Under What types of tables (and views) do you want to see?, specify which types of tables you want to be loaded into the business area:
      • Public Tables

      This option imports tables and views in the selected user IDs' schema that have been granted public access. Use this option in conjunction with the radio buttons at the top of this dialog box.

      • Partially restricted tables

      This option imports the tables and views in the selected user IDs' schema that have also been granted some access to another user ID. For example, user ID Bob could grant SELECT privileges on Table D in the database to user ID Betty. Table D would be designated as a partial access object. Use this option to display a list of partial access objects that are either owned by a user ID or objects to which the user ID has been given explicit SELECT access.

      • Private tables

      This option imports the tables and views in the selected user IDs' schema that are not accessible by any other user ID.

   3. Click OK.
      This returns you to Load Wizard: Step 2 (Figure 7-2).

   4. Click Next and go to Section 7.2.2.5, "Load Wizard: Step 3, Selecting Tables and Views"

   7.2.2.4.2 Load Wizard: Step 2 for Gateway

   If you chose Gateway on Load Wizard: Step 1, Load Wizard: Step 2 should look similar to Figure 7-4. Use this page of the wizard to select the schema objects to load into the new business area.

   1. Verify or change the Database link

      The database named in the text box is the default database for the current user ID. You can change the database link by selecting another one from the drop-down list, which lists the databases that apply to the current connection.

   2. Select one or more schemas (users) from the list:

      This list box displays the list of schemas (users) whose tables and views can be loaded from the database link named in the text box. Click the appropriate check boxes.

   Figure 7-4 Selecting the Schemas to be Loaded

   
   
3. The Load schema objects that match text box at the bottom provides a filter. The % symbol is a wildcard. If you want to call up a specific segment of the database, use the wildcard in combination with other characters as follows:
   • To load all schema objects, enter %.

   • To find all schema objects beginning with D, enter D%.

   • To find all schema objects beginning with AND, enter AND%.

   • To find schema objects beginning with A and having a four letter name, enter A_ _ _.

4. Click Next and continue to the next section.

   7.2.2.5 Load Wizard: Step 3, Selecting Tables and Views

   Load Wizard: Step 3 enables you to select the specific tables and views (schema objects) that you want to load into the business area. The selections you made in Load Wizard: Step 2 determine the tables and views that are available for selection in the Load Wizard: Step 3. If you need to change the selections you made in Load Wizard: Step 2, click Back.

   Figure 7-5 Selecting Schema Objects
   

   The left side of the wizard displays a hierarchical list of users (via the on-line dictionary) or schemas (via gateway) and the tables and views that are available to load into the business area. You can expand and collapse levels of the hierachy using the plus (+) and minus (-) signs in the usual way.

   The icons in the hierarchical list identify their type. See Chapter 3, "Getting Started" for a detailed explanation of the icons.

   1. Move the tables or views, that you want to load into the business area, from the Available list to the Selected list.

      To select more than one table or view at once, hold down Ctrl while you click on the tables.

   2. Click Next.
      This displays Load Wizard: Step 4.

   7.2.2.6 Load Wizard: Step 4, Automatic Attributes

   This step is common for both loading from the on-line dictionary and loading from a gateway. This is your opportunity to designate how the objects you have selected are to be loaded into the EUL. Load Wizard: Step 4 (see Figure 7-6) enables you to:

   • control how the database column names are mapped to Discoverer item names

   • specify how joins are created between items

   • specify that Automated Summary Management (ASM) will recommend and create summaries after the load process, based on the folders that are created.
     If you select this option Bulk Load may take longer to complete, but users should benefit from improved query performance.
     Do not select this option if you are going to run ASM later, or if you have limited free space available in your database.
     See Chapter 16, "Automated Summary Management" for further details.

   • specify how date hierarchies are generated

   • specify the default aggregate on data points

   • specify which types of items you want Discoverer Administration Edition to generate lists of values for.

   Figure 7-6 Formatting the Business Area

   
   

   How Items are loaded (Axis Items or Data Point Items)

   Items are loaded as data points if they are DECIMALS (that is, a NUMBER data type) and have a non-zero precision. Integer numbers, all keys, and all other data types are loaded as axis items, with a default position of "Top."

   For further information see the section "Objects on the Data Page" in Chapter 3.3.2.1, "Using the Data Page".

   In Discoverer Plus, whether an item is an axis item or datapoint affects the items' default placement on cross tab worksheets, as follows:

   • Data points are shown with easy to pick aggregate functions and appear by default in the center of cross tabular reports, because they are usually numbers that users want to analyze. Another term for data points is measures.

   • Axis items can have visible lists of values; data points do not have visible lists of values. Axis items appear on the page, top, or side of cross tab reports by default. Another term for axis items is dimensions.

   NOTE: Whether an item is designated as an axis item or a data point ONLY affects its default position on a new sheet in Discoverer Plus. The position can always be changed by a user and the default position can always be changed by an administrator.

   7.2.2.7 Load Wizard: Step 5, Naming the Business Area

   Load Wizard: Step 5 enables you to name and describe the business area (see Figure 7-7).

   Figure 7-7 Naming the Business Area
   

   1. Specify a name for the Business Area in the Name field.

   2. Specify a description for the Business Area in the Description field.
      This step is optional.

   3. If you want to review or change the settings you have specified on previous pages of the wizard, use the Back button.

   4. If you are happy with the settings you have specified, click Finish.

   NOTE: If you chose the Summaries based on folders that are created option in Step 4 of the Load Wizard Discoverer will display the Recommended Summaries dialog where you can select one or more summaries you want ASM to create for you (see Chapter 16.2.5, "Recommended summaries dialog" for details). Click Create to confirm your choice.

   Discoverer Administration Edition displays a progress indicator while it is generating your new Business Area (and summaries, if appropriate). When it is finished, the progress indicator disappears and the new Business Area is displayed on the Data page of the work area.

   NOTE: If you loaded your metadata from Oracle Designer, you must refresh the business area before it can be used. See Section 7.9.1, "Refresh from Gateway" for more information.

   Important Note: User Access

   To start with, a new business area (and the data it contains), can only be accessed by the user ID that was used to create it. See Chapter 8, "Access Privileges and Security" for more information about how to grant access privileges to other user IDs.

   7.3 Opening an Existing Business Area

   There are two ways you can open an existing business area:

   • Using the Load Wizard.

   • Using Open Business Area dialog box

   These methods are described below.

   7.3.1 Using the Load Wizard to Open an Existing Business Area

   • In Load Wizard: Step 1, click Open an Existing Business Area.
     This opens Load Wizard: Step 2, which lists all the business areas that exist in the EUL of the database to which you are connected (Figure 7-8).

   Figure 7-8 Open an Existing Business Area
   

   1. Select a business area or click Select All to select all the business areas.

   2. Click Finish.

      The work area window opens with the Data tab selected, listing the business areas you selected.

   7.3.2 Using the Open Business Area Dialog Box

   • Choose File | Open.
     This opens the Open Business Area dialog box (see Figure 7-9).

   Figure 7-9 Open an Existing Business Area
   

   7.4 Exporting a Business Area to a File

   Discoverer Administration Edition enables you to export a business area to a file. This can be useful when copying business areas between EULs or when archiving data. For more information about moving copying business areas between EULs, see Section 7.6, "Copying Business Areas Between EULs".

   NOTE: Discoverer Administration Edition also has a granular export feature that enables you to export EUL elements (such as Folders, Items, Functions etc.) via the command line to a Discoverer export file (EEX file). See Appendix D.9.21, "Exporting EUL elements to an EEX File" for details.

   IMPORTANT: The Export option exports the definitions for the business area, and any work books specified on the command line. It does not export the database, EUL tables or database objects referenced by the business area definitions.

   The following steps show you how to export a business area to a file:

   1. On the Data page of the work area, select the business area that you want to export.

   2. Choose File | Export or click the right button of your mouse and select Export from the Pop-up menu
      This opens the Save As dialog box as shown in Figure 7-10.

   Figure 7-10 Exporting the Business Area
   

   The Save as type displays the file format the Business Area is saved in, which is Discoverer EUL(TM) Export File (*.eex)

   • Specify the location, filename and file format for the exported Business Area. If you choose the Discoverer EUL(TM) Export File format, give the file an EEX extension. For example, Export_file.eex.

   • Click Save.

   7.5 Importing EUL elements from a file

   Discoverer Administration Edition enables you to import EUL elements (E.g. Business Areas, Folders, Functions etc.) from other EULs. To guide you through the process, Discoverer uses the Import Wizard.

   See also Section 7.10, "Data migration issues (Analytic Functions)" for information about importing EUL elements that include Analytic Functions.

   7.5.1 About Identifiers

   When you are importing elements from another EUL, Discoverer needs to know when an element from another EUL refers to the same business object (known as a Conceptually Identical Object). To do this Discoverer compares either the element Display Name (for example `Sales') or the Identifier.

   • Identifiers are unique names used by Discoverer to identify unique EUL elements (and Workbook elements in Discoverer Plus).

   • When you import EUL elements, Discoverer uses Identifiers to locate elements referring to the same business objects. This enables customized (or patched) elements to be preserved. For example, a folder named 'Sales' in EUL `A' may refer to the same folder named 'Sales Figures' in EUL `B'. Both folders have the same Identifier and can therefore be recognized as referring to the same element.

   • Identifiers are visible in the Discoverer Administration Edition but are hidden from Discoverer Plus users.

   7.5.2 Supported File Formats

   Discoverer 4.1 supports the following import EUL formats:

   • Discoverer Export Files (*.EEX) exported using Discoverer 3.1 and earlier.

   • Discoverer Export Files created using Discoverer release 4.1 and later, in XML format, (which also have an *.EEX file extension).

   7.5.3 Using the Import Wizard to import elements

   7.5.3.1 What is the Import Wizard?

   The Import Wizard provides a user-friendly interface that enables you to quickly:

   • Select which files you would like to import.

   • Decide how you would like to process elements described as Conceptually Identical Objects (see definition in Section 7.5.1, "About Identifiers").

   7.5.3.2 Starting the Import Wizard

   You can start the Import Wizard at any time during a Discoverer Administration Edition session.

   1. Choose File | Import.
      This opens the Import Wizard: Step 1, as shown in Figure 7.5.3.3.

   Figure 7-11 Choosing which files to import

   
   

   7.5.3.3 Import Wizard: Step 1

   Import Wizard: Step 1 enables you to choose which EUL files to import.

   1. Click Add to display the file locate dialog.

      Locate and select one or more import files - selected files appear in the list.

   2. To proceed to the next page of the Import Wizard, click Next.

   7.5.3.4 Import Wizard: Step 2

   Import Wizard: Step 2 enables you to choose how to process Conceptually Identical Objects from another EUL.

   Figure 7-12 Choosing match options

   
   
   1. Specify what action should occur when objects match:
      The term `object' also applies to `element' (E.g. Folders, Items, Functions etc.)
      • Rename the imported object
        Renames imported elements to differentiate them from your existing elements. For example, if you are importing a matching Folder named `Sales', selecting this option would rename the imported Folder to `Sales1' leaving you with two Folders, your existing one named `Sales' plus the imported Folder named `Sales1'.

      • Rename the existing object
        Renames your existing elements to differentiate them from imported elements.
        For example, if you are importing a matching Folder named `Sales', selecting this option would rename your existing Folder to `Sales1' leaving you with two Folders, your existing one renamed `Sales1' plus the imported Folder unchanged as `Sales'.

      • Do not import the matching object
        Will not import elements that match your existing elements.
        For example, if you are importing a matching Folder named `Sales', selecting this option would not import the matching Folder `Sales' leaving you with your existing Folder unchanged as `Sales'

      • Refresh the object
        Refreshes any matching elements.
        For example, if you are importing a matching Folder named `Sales', selecting this option would update your existing Folder `Sales' leaving you with one Folder named `Sales'.

   2. Specify whether to preserve display related properties (only available if the Refresh the object radio button is selected)
      • Preserve display related properties
        The following item properties will not be refreshed if you select this check box:
        - Default position
        - Heading
        - Format mask
        - Alignment
        - Word wrap
        - Display Case
        - Replace NULL with
        - Default Position

   3. Specify how you would like objects to be matched:
      • By Identifier
        Match objects using element Identifiers. To ensure that Conceptually Identical Objects are matched correctly, use this option instead of the Display Name option.

      • By Display Name
        Match objects using the element Display Name.
        This option is included here for backwards compatibility - We recommend matching By Identifier.

   4. Specify whether the current user should take ownership of the imported workbooks
      • Always take ownership of imported workbooks
        If this radio button is set then any imported workbooks will become owned by the current user.

      • Only take ownership if original owner cannot be found
        If this radio button is set then any imported workbooks will have their owner changed to the current user only if the original owner cannot be found in the current database.

   5. To proceed to the next page of the Load Wizard, click Next.

   7.5.3.5 Import Wizard: Step 3

   Import Wizard: Step 3 enables you to start the import and monitor its status as each EUL element is processed.

   1. Choose Start to start the import.

   The status bar at the top of the wizard shows the percentage of the import that has completed. The Log window displays status messages about the import process.

   • These messages provide information about imported elements.

   • These messages are warnings about potential problems - use the Cancel option to abort the import if required.

   Figure 7-13 Monitoring the import process

   
   
   • Save log...
     After a completed import, this option enables you to save the status information to a text file. Click `Save log... and choose a file name and location.

   • Cancel
     This option aborts the Import - you may want to use this option if there are warning messages in the Log window.

2. Choose Finish.

   If you perform a complete Import, your Discoverer Data window is updated to reflect the elements imported, according to the matching options that you have chosen

   NOTE: During the import of an EEX file where Discoverer cannot find joined folders a warning message is displayed in the Import Log window (see Appendix D.9.21, "Exporting EUL elements to an EEX File" for information on exporting EULs)

   7.6 Copying Business Areas Between EULs

   You may need to copy a business area from one EUL to another, for example, from a test system to a production system. The following steps show you how to do this:

   1. Open the business area(s) you want to move.

   2. On the Data page of the work area, select the business area(s) you want to move.

   3. Choose File | Export.
      See Section 7.4, "Exporting a Business Area to a File" for more information.

   4. Choose File | Connect.

   5. Connect to the EUL that you want to move the business area into.

   6. Choose File | Import.
      See Section 7.5, "Importing EUL elements from a file" for more information.

   IMPORTANT: The Export option only exports the definitions for the business area. It does not export the database, EUL tables, workbooks, or database objects referenced by the business area definitions.

   7.7 Editing Business Area Properties

   The following steps show you how to edit a business area's properties:

   1. Open the Business Area Properties dialog box (see Figure 7-14).

      There are four ways of doing this:

      • Double-click
        Double-click the relevant business area icon on the Data page.

      • Popup Menu
        Right-click the relevant business area icon on the Data page and choose Properties on the popup menu.

      • Toolbar Icon
        Click the relevant business area on the Data page and click the Properties tool bar icon ()

      • Menu
        Click the relevant business area icon on the Data page and choose Edit | Properties.

   Figure 7-14 Business Area Properties with General Tab Selected
   

   2. Set the business area properties as required.

      For more information on the fields on this dialog box, click Help.

   3. Click OK.

   7.8 Deleting a Business Area

   This section shows you how to delete a business area:

   1. Open the Confirm Business Area Delete dialog box (see Figure 7-15).
      There are two ways of doing this:
      • Popup Menu
        Right-click the relevant business area icon on the Data page and choose Delete Business Area on the popup menu.

      • Menu
        Click the relevant business area icon on the Data page and choose Edit | Delete.

   Figure 7-15 Confirm Business Area Delete Prompt
   

   2. Specify the scope of deletion that you require:
      • Delete this Business Area
        This option removes the Business Area itself, but does not delete the contents of the Business Area. The folders that are in the Business Area remain in the EUL.

        Folders that exist in the EUL but do not belong to a Business Area are known as Orphan Folders.

      • Delete this Business Area and its Folders
        This option removes the business area and all of the folders contained in that business area. It does not remove folders that are part of any other business area. This is the default option and is usually recommended.

   3. Click Impact (optional).
      This displays the Impact dialog box which shows the other objects that may be effected by deleting this business area.

   4. Click Yes or No.
      • Click Yes to delete the selected business area based on the choices you have made.

      • Click No to close the Confirm Business Area Delete dialog box without deleting the business area.

   7.9 Synchronizing the Business Area with the Database

   Whenever the database schema is changed you need to use the refresh command (File | Refresh menu option) to synchronize the business area with the source dictionary.

   Typical database modifications might include:

   • Adding tables

   • Adding Columns

   • Adding Joins

   • Changing a table's ownership

   Follow these steps to synchronize the business area with the database:

   1. On the Data page of the work area, select the Business Area that you want to refresh.

   2. Choose File | Refresh.
      This opens the Refresh Wizard.

   3. Select the source to refresh the Business Area from:

      The Refresh Wizard offers the same two choices as the initial Load Wizard.

      • On-line dictionary

      • Gateway

   4. If you are refreshing from an On-line Dictionary, click Finish.

   5. If you are refreshing from an EUL Gateway, click Next and see Section 7.9.1, "Refresh from Gateway".

   Discoverer Administration Edition automatically refreshes the business area. The refresh process identifies the objects that have changed and how they have changed since the last refresh. A dialog box opens citing the differences and what would be the effect of refreshing each object. You can use this dialog to selectively refresh individual objects, as necessary.

   7.9.1 Refresh from Gateway

   If you choose a gateway in Refresh Wizard: Step 1, a version of Refresh Wizard: Step 2 opens. Use this page of the wizard enables you to define the objects that will be refreshed.

   1. Verify the Database link.

   2. Select the schemas you want to refresh from:

      This list box displays the list of schemas whose objects can be refreshed from the database link named in the text box. Tick the appropriate check boxes.

   3. Click Finish.

   7.10 Data migration issues (Analytic Functions)

   When you migrate EUL data using Discoverer's import and export facilities, you need to be aware of the following restrictions that relate to Analytic Functions (see Oracle Discoverer 4i Plus User's Guide for details about Analytic Functions):

   • If a custom folder containing an Analytic Function is imported into a pre-Oracle 8.1.6 database EUL, the Custom Folder SQL is imported and stored in the EUL, but the items are not created.

   • Items or filters containing Analytic Functions will not be imported into a pre-Oracle 8.1.6 database. These exceptions are reported in the Import Log. Where complex folders contain unsupported Analytic Functions, the SQL is re-generated without the Analytic Functions.

   • If a database is downgraded from an Oracle 8.1.6 database to a pre-Oracle 8.1.6 database, you will be able to see Analytic Functions greyed out, but not edit them, (except to delete them).