OBIEE 11g Security it s as easy as 1-2-3! Antony Heljula BI Architect @aheljula Peak Indicators Limited
Agenda Aim of Presentation 10g Security Model 11g Security Model What is Supported Identity Providers Groups GUIDs SSL Single Sign On (SSO) Important Files Migration Closing Thoughts Peak Indicators Limited 2
Aim of Presentation To explain the key concepts behind the Oracle BI 11g security model Clarify what is and what is not supported Demonstrate that it can achieve great results Explain why 11g security model is better than 10g you don t need the 10g security model any more! Discuss some advanced topics such as SSO, SSL and migration It is getting better..we can look forward to a brighter future! Peak Indicators Limited 3
10g Security Model Peak Indicators Limited 4
10g Security Model BI Presentation Services Catalog Groups Catalog Groups apply responsibilities for BI Presentation Services. Can be inherited from other Catalog Groups and also other BI Server Groups BI Server Groups Groups apply responsibilities for BI Server Peak Indicators Limited 5
10g Security Model BI Presentation Services ASMITH can see the Sales Manager dashboard Catalog Groups ASMITH is a Sales Manager Corporate LDAP GROUPS Sales Manager BI Server Groups ASMITH gets data visibility for a Sales Manager USERS ASMITH Peak Indicators Limited 6
10g Security Model BI Presentation Services Catalog Groups Corporate LDAP GROUPS Sales Manager BI Server Groups ASMITH is granted some presentation privileges directly USERS ASMITH Peak Indicators Limited 7
10g Security Model BI Presentation Services BI Server Catalog Groups Groups Additional LDAP Groups applied directly to Presentation Services Corporate LDAP GROUPS Sales Manager Answers Access Delivers Access Group inheritance within LDAP USERS ASMITH Peak Indicators Limited 8
Issues with 10g Security Model Not an easy model to explain! p.s. 10g didn t even directly support Groups in LDAP BI Presentation Services BI Server Catalog Groups Groups Corporate LDAP GROUPS Sales Manager Answers Access Delivers Access USERS ASMITH Peak Indicators Limited 9
Issues with 10g Security Model Reliance on Corporate LDAP to manage application-only privileges e.g. Answers Access BI Presentation Services BI Server Catalog Groups Groups Corporate LDAP GROUPS Sales Manager Answers Access Delivers Access USERS ASMITH Peak Indicators Limited 10
Issues with 10g Security Model Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application If every application needed their own hierarchy of privileges how complicated is your Corporate LDAP going to become? Corporate LDAP GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS GROUPS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS USERS Peak Indicators Limited 11
11g Security Model Peak Indicators Limited 12
The 11g Security Model Your Corporate LDAP just contains corporate Users and Groups BI Presentation Services Corporate LDAP GROUPS Sales Manager BI Server USERS ASMITH Peak Indicators Limited 13
The 11g Security Model A new layer of Application Roles define the application-specific roles. The OBI Administrators maintain these BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 14
The 11g Security Model A Group can belong to multiple Application Roles e.g. Sales Managers also have Answers Access BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 15
The 11g Security Model But if you prefer, Application Roles can belong to other Application Roles e.g. Sales Manager Role also has Answers Access Role BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 16
The 11g Security Model Application Roles are used by both BI Presentation Services and BI Server BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 17
The 11g Security Model BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager You can also assign a User to an Application Role USERS ASMITH Peak Indicators Limited 18
The 11g Security Model Advantages 1) Greater control for the OBI Administrator 2) Corporate LDAP less complex 3) Simpler architecture 4) More flexibility 5) Greater consistency between OBIPS and OBIS BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 19
The 11g Security Model Administration Points 2 FMW Control 1 Weblogic Console 4 Catalog & Manage Privileges 3 RPD BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 20
The 11g Security Model 1) Weblogic Console In the Weblogic Console you can: Configure Identity Providers (discussed later) Configure Users and Groups (Embedded LDAP) Peak Indicators Limited 21
The 11g Security Model 2) FMW Control You can use FMW Control for: Creating new Application Roles Assigning Roles/Groups/Users to Application Roles Menu option: Security > Application Roles Peak Indicators Limited 22
The 11g Security Model 3) RPD Within the RPD you can apply security rules to Application Roles: Access to Subject Area contents Access to Connection Pools Apply Data Filters Apply Query Limits Peak Indicators Limited 23
The 11g Security Model 4) Catalog and Manage Privileges Within the Presentation Layer you can use Application Roles for: Managing privileges Object access permissions within the Catalog Peak Indicators Limited 24
The 11g Security Model No More Cryptotools FMW Control comes with its own embedded Credential Store WebLogic Domain > bifoundation_domain > Security > Credentials In here are stored passwords for: BISystemUser RPD Passwords Any other credentials (e.g. for custom web services) Peak Indicators Limited 25
The 11g Security Model Default Configuration When you install Oracle BI 11g, you get the following mapping between Users Groups Roles: USERS GROUPS ROLES BISystem Component BIAdministrators BIAdministrator member of BIAuthors BIAuthor member of BIAdministrators: BIAuthors: BIConsumers: All Functions Create new content Read-only BIConsumers BIConsumer Peak Indicators Limited 26
The 11g Security Model Application Policies Each of the default Application Roles is allocated one or more Application Policies. These Application Policies provide access to certain Resources within Oracle BI The BIAdministator role can: Manage Repositories Manage Jobs Manage the Presentation Catalog Administer BI Server Peak Indicators Limited 28
The 11g Security Model Application Policies The policies for the BIAdministrator role provide access to the Administration screen The policies for the BIAuthor role provide access to the entire New menu to create new reporting objects NOTE: Confusion still remains as to why these types of privilege are not on the Manage Privileges screen along with everything else Peak Indicators Limited 29
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 30
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 31
What Roles and Policies Should I Have? Default Roles and Policies First of all, use the new default Application Roles to distinguish between your 3 main types of user: Administrators BI Administrator Role Report Developers BI Author Role Everyone Else BI Consumer Role By default, all authenticated users will get BI Consumer Role, so you only need to manage the allocation of BI Auther/Administrator Roles There is typically no need to alter the Application Policies that are assigned to each role The default policies provide a convenient way to restrict access to core Oracle BI system resources Peak Indicators Limited 32
What Roles and Policies Should I Have? Custom Roles You can then have your own custom Application Roles to manage access and privileges at a more granular level For example: Sales Manager Role Access to the Sales Manager Dashboard HR Manager Role Access to the HR Manager Dashboards BI Answers Role Access to Answers BI Delivers Role Access to Delivers NOTE: In most cases, 1 LDAP Group will map to 1 Application Role Peak Indicators Limited 33
What Roles and Policies Should I Have? A Combination of Default/Custom Roles BI Presentation Services BI Server APPLICATION ROLES BIAdministrator BIAuthor BIConsumer Sales Manager Answers Access Delivers Access LDAP GROUPS BIAdministrator BIAuthor BIConsumer Sales Manager USERS ASMITH Peak Indicators Limited 34
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 35
When Should I Use the WebLogic LDAP? The Embedded WebLogic LDAP is relatively basic compared to the more enterprise LDAP solutions e.g. OID, AD Oracle advise no more than 1,000 users Peak Indicators Limited 36
When Should I Use the WebLogic LDAP? Treat the WebLogic LDAP much like you treated the RPD as a user store in OBI 10g (weblogic, system accounts and test users only) All other users go in the Corporate LDAP BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access WebLogic LDAP Weblogic BISystemUser Test users Corporate LDAP All other users Peak Indicators Limited 37
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 38
Can I Have Multiple Identity Providers? Yes. It is possible to add multiple other Identity Providers within WebLogic console By default, there are two embedded WebLogic providers: DefaultAuthenticator (Embedded Weblogic LDAP) DefaultIdentityAsserter It is possible though to add further Identity Providers e.g. OID Peak Indicators Limited 39
Can I Have Multiple Identity Providers? Support Multiple Identity Providers with either: Users and Groups in LDAP Users and Groups in Database Users in LDAP and Groups in Database (in 11.1.1.6, patch in 11.1.1.5) Identity Providers for Authentication: (NOTE: not exhaustive) Weblogic LDAP Active Direcitory iplanet Oracle Internet Directory (OID) Oracle Virtual Directory (OVD) Novell (edirectory 8.8) OpenLDAP SQL Tivoli Directory Server 6.2 SQL Group Lookup (New with 11.1.1.6, patch for 11.1.1.5) Peak Indicators Limited 40
Can I Have Multiple Identity Providers? Adding a New Provider Adding new Identity Providers is straight forward via the New button Supported providers in red (not exhaustive) You can reorder the list of providers so that authentication is performed in a different order e.g. OID Weblogic LDAP Peak Indicators Limited 41
Can I Have Multiple Identity Providers? BISQLGroupProvider It is a common situation with Oracle BI Apps where you have: Users to be authenticated in a Corporate LDAP Groups to be obtained from the source OLTP (e.g. EBS) BI Presentation Services APPLICATION ROLES Weblogic Corporate LDAP BI Server Sales Manager Answers Access Delivers Access Groups EBS Peak Indicators Limited 43
Can I Have Multiple Identity Providers? BISQLGroupProvider The 11g security model now supports this type of arrangement A new provider BISQLGroupProvider is available to obtain Groups from a database: Available in 11.1.1.6 (with some configuration) Available in 11.1.1.5 (patch 11667221) To configure, see Oracle Support article 1428008.1 to obtain the TechNote: TechNote_LDAP_Auth_DB_Groups_V3.pdf Peak Indicators Limited 44
Can I Have Multiple Identity Providers? Virtualize=True When you have multiple Identity Providers you should set the virtualize = true custom property within FMW Control: Bifoundation_domain > Security > Security Provider Configuration Without this setting: Only the first identity provider listed will be used by OBI You won t be able to log in if the AdminServer dies NOTE: If you can get the setting to work, try restarting Managed Server and OPMN processes via FMW Control rather than the command line Peak Indicators Limited 45
Can I Have Multiple Identity Providers? Managing BISystemUser When you implement an additional identity provider, The Oracle BI documentation suggests to migrate the BISystemUser to your external LDAP provider. BI Presentation Services APPLICATION ROLES WebLogic LDAP BI Server Sales Manager Answers Access Delivers Access Corporate LDAP BISystemUser Peak Indicators Limited 46
Can I Have Multiple Identity Providers? Managing BISystemUser BI Presentation Services APPLICATION ROLES WebLogic LDAP BI Server Sales Manager Answers Access Delivers Access Corporate LDAP BISystemUser x But what happens if the Corporate LDAP becomes unavailable? Peak Indicators Limited 47
Can I Have Multiple Identity Providers? Managing BISystemUser It is better to keep the BISystemUser account in the WebLogic LDAP store you can still start up and use Oracle BI even when the Corporate LDAP is unavailable (NOTE: need to set virtualize=true) BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access WebLogic LDAP BISystemUser Corporate LDAP BISystemUser x Peak Indicators Limited 48
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 49
Where Do I Get My Groups From? Multiple Identity Providers When you have multiple identity providers, the Groups for each users will be obtained from the same provider that they authenticated against For example: WebLogic user will obtain Groups from DefaultAuthenticator Corporate End Users will obtain their Groups from OracleInternetDirectory, as this is where they are authenticated Peak Indicators Limited 50
Where Do I Get My Groups From? BISQLGroupProvider A BI SQL Group Lookup identity provider is always assigned to a single LDAP provider The Groups will only come from the BI SQL Group Lookup provider Any Groups in the LDAP store are ignored In this example, any user authenticating using OracleInternetDirectory will obtain their Groups from the BISQLGroupProvider. Any Groups assigned to the user in OID will be ignored. Peak Indicators Limited 51
Where Do I Get My Groups From? WebLogic Console If you are using the WebLogic LDAP as an authenticator then you will need to maintain your Groups in this store But Groups from other identity providers (e.g. OID) will be automatically integrated (as shown below), you don t need to create them manually External Group from OID Peak Indicators Limited 52
Where Do I Get My Groups From? FMW Control Your internal and external Groups are immediately available to be assigned to Application Roles: The BIAuthor Role will be assigned to users belonging to the corresponding BIAuthor groups in both Weblogic LDAP and OID Peak Indicators Limited 53
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 54
What are GUIDs? In Oracle BI 11g, users are recognized by their Global Unique Identifiers (GUIDs), not by their names GUIDs are identifiers that are completely unique for a given user Using GUIDs to identify users provides a higher level of security because it ensures that data and metadata is uniquely secured for a specific user, independent of the user name Peak Indicators Limited 55
What are GUIDs? Example Scenario 1) User ASMITH has been given access to the Administrator screen within the Oracle BI front-end BI Presentation Services ASMITH Administration Corporate LDAP ASMITH BI Server Peak Indicators Limited 56
What are GUIDs? Example Scenario 2) User ASMITH leaves the company and is removed from the Corporate LDAP BI Presentation Services ASMITH Administration Corporate LDAP ASMITH BI Server Peak Indicators Limited 57
What are GUIDs? Example Scenario 3) A few months later, a new ASMITH joins the company BI Presentation Services ASMITH Administration Corporate LDAP ASMITH BI Server ASMITH Peak Indicators Limited 58
What are GUIDs? Example Scenario 4) Can the new ASMITH log on to Oracle BI and get Administration privileges? BI Presentation Services ASMITH Administration Corporate LDAP ASMITH BI Server ASMITH Peak Indicators Limited 59
What are GUIDs? Example Scenario 5) The answer is NO! Because the new ASMITH user has a different GUID to the original AMSITH BI Presentation Services ASMITH (1234) Administration Corporate LDAP ASMITH (1234) BI Server ASMITH (5678) Peak Indicators Limited 60
What are GUIDs? The Outcome In fact, the ASSMITH wont be able to log on at all! Peak Indicators Limited 61
What are GUIDs? Refreshing GUIDs The GUID feature is there to help secure your OBI environments especially production There may however be times when GUIDs become out of sync in and you cannot log in as certain users: Migrating from WebLogic Embedded LDAP to an alternative identity provider Deleting users and then recreating them Migrating Production Presentation Catalog / RPD to the Development environment In order to work around this, you can either: Delete the offending users from the Presentation Catalog and log in again or Refresh GUIDs (explained overleaf) Peak Indicators Limited 62
What are GUIDs? Regenerating GUIDs : Step 1 / 4 Open up the NQSConfig.ini file for editing: [OBI Home]/config/OracleBIServerComponent/coreapplication_obis1/NQSConfig.ini Set the following parameter within the [SERVER] section: FMW_UPDATE_ROLE_AND_USER_REF_GUIDS = YES; Save the file Peak Indicators Limited 63
What are GUIDs? Regenerating GUIDs : Step 2 / 4 Open up the instanceconfig.xml file for editing: [OBI Home]/config/OracleBIPresentationServicesComponent/coreapplication_obips1/instanceconfig.xml Add an UpdateAccountGUIDs entry to the <Catalog> section as follows: <ps:catalog xmlns:ps="oracle.bi.presentation.services/config/v1.1"> <ps:upgradeandexit>false</ps:upgradeandexit> <ps:updateaccountguids>updateandexit</ps:updateaccountguids> </ps:catalog> Save the file Peak Indicators Limited 64
What are GUIDs? Regenerating GUIDs : Step 3 / 4 Restart Oracle BI System components: $ORACLE_BASE/instances/instance1/bin/opmnctl stopall $ORACLE_BASE/instances/instance1/bin/opmnctl startall Peak Indicators Limited 65
What are GUIDs? Regenerating GUIDs : Step 4 / 4 To ensure your system is secure once again you must revert the configuration changes! NQSConfig.ini : FMW_UPDATE_ROLE_AND_USER_REF_GUIDS = NO; Instanceconfig.xml : Remove entry for <ps:updateaccountguids> Restart Processes : opmnctl stopall / startall Peak Indicators Limited 66
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - What Happens During An Upgrade? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 69
Do I Still Need SA System Subject Area? Delivers Recipients It is now possible to use an Application Role to specify the recipients of an Agent Previously in 10g this approach would not work unless you stored all the User > Catalog Group mappings in the BI Presentation Catalog Very rarely done Peak Indicators Limited 70
Do I Still Need SA System Subject Area? Delivery Profiles Direct access to LDAP Servers With Oracle BI 11g, Delivers can now access information about users, their groups, and email addresses directly from the configured identity store In many cases this completely removes the need to extract this information from your corporate directory into a database Peak Indicators Limited 71
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 72
What Are The Important Files? config.xml [middleware]\user_projects\domains\bifoundation_domain\config\config.xml Contains: SSL Configuration of Admin and Managed Servers Definitions and setup of Identity Providers Peak Indicators Limited 73
What Are The Important Files? System-jazn-data.xml [middleware]\user_projects\domains\bifoundation_domain\config\fmwconfig\system-jazn-data.xml Contains definition of all Application Roles During BI Apps install, you deploy this file to install all the BI Apps roles Peak Indicators Limited 74
What Are The Important Files? cwallet.sso [middleware]\user_projects\domains\bifoundation_domain\config\fmwconfig\cwallet.sso This is your Credential Store containing encrypted usernames/passwords for your system accounts: BI System User Web service credentials RPD passwords etc If you don t know all the passwords, it is a good idea to back this up before you change any configuration.just in case Peak Indicators Limited 75
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 76
How Do I Migrate Between Environments? 11g Security Migration Points 2 FMW Control 1 Weblogic Console 4 Catalog & Manage Privileges 3 RPD BI Presentation Services BI Server APPLICATION ROLES Sales Manager Answers Access Delivers Access Corporate LDAP GROUPS Sales Manager USERS ASMITH Peak Indicators Limited 77
How Do I Migrate Between Environments? The topic of migration is covered in the Rittman Mead blogs: Oracle BI EE 11g Migrating Security Identity Stores Part 1 Oracle BI EE 11g Migrating Security Policy Store Part 2 Oracle BI EE 11g Migrating Security Credential Store Part 3 Just to summarise.. Peak Indicators Limited 78
How Do I Migrate Between Environments? Weblogic LDAP Users/Groups You can import/export the entire set of users/groups within the Weblogic LDAP via the WL Console If you wish to do an incremental update then you will need to script using WLST Peak Indicators Limited 79
How Do I Migrate Between Environments? Application Roles To migrate the full set of Application Roles, simply copy/paste the systemjazn-data.xml file to your target environment: [middleware]\user_projects\domains\bifoundation_domain\config\fmwconfig\system-jazn-data.xml If you need to do an incremental update then either: Set up the Application Roles manually via FMW Control Use WLST scripting Peak Indicators Limited 80
How Do I Migrate Between Environments? During an 10g-11g upgrade? Running the 11g Upgrade Assistant will automatically migrate the 10g security configuration to 11: RPD Groups migrated to WebLogic LDAP RPD Users migrated to WebLogic LDAP (and assigned to relevant Groups) Application Role created for each Group OBIEE 10g OBIEE 11g Peak Indicators Limited 81
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 82
Can I Still Use The 10g Security Model? Yes..if you must! But hopefully the need for the 10g model is diminishing The old method of using Initialization Blocks to populate USER/GROUP session variables will still work in Oracle BI 11g Use the new Session Variable ROLES instead of GROUP to map a user to one or more Application Roles Whenever you log in, the 10g security model is attempted first Some users can use the 10g model, others can use 11g Don t mix security models for the same user: A user should authenticate/authorize using either the 11g model or the 10g model..but not both Peak Indicators Limited 83
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 84
How Do You Implement SSL? SSL is the mechanism used to enable secured HTTPS communications between client web browser and the BI Server: SSL works fully in OBIEE, the implementation details are in the documentation (Security Guide) You have to do all four sections..no shortcuts! Peak Indicators Limited 85
How Do You Implement SSL? Further Notes SSL configuration is fiddly by nature, set aside around 2 man-days to configure it for the first time in development The duration to implement could take longer, since you have to obtain a trusted certificate from a certificate authority Demo certificates are available (but you will get a standard security warning in the browser if you use them) The following Tech Notes on myoracle Support compliment the Oracle Documentation: OBIEE 11g SSL Setup and Configuration (Doc ID 1326781.1) Procedure for configuring Node Manager with SSL. (Doc ID 1142995.1) Peak Indicators Limited 86
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 87
How Do You Implement SSO? SSO Support (11.1.1.6) Supported SSO Mechanisms: Oracle Access Manager (OAM) Oracle Single Sign on (OSSO) Windows Native Authentication without IIS (Kerberos) Weblogic Default Asserter (Client Certificate Authentication) Other supported features: EBS ICX Cookie Mechanism Siteminder 6 via HTTP Header Go-URL with NQUser / NQPassword SSO via HTTP header & cookie (requires customisation of BI Config) Peak Indicators Limited 88
How Do You Implement SSO? OAM With OAM you need an HTTP Proxy and Webgate to sit in front of WebLogic and perform the SSO redirection: Peak Indicators Limited 89
How Do You Implement SSO? Identity Providers With SSO, the order of authenticators should be as follows: 1. Your LDAP authenticator (Sufficient) 2. Your SSO Asserter (Required) 3. WebLogic Embedded LDAP (Sufficient) The LDAP authenticator is required for two reasons: Perform authentication for non-sso access (e.g. BI Office) Obtain Groups for users who have authenticated via SSO Peak Indicators Limited 90
How Do You Implement SSO? FMW Control You also need to enable SSO within FMW Control: Specify SSO provider SSO Logon URL SSO Logoff URL Peak Indicators Limited 91
How Do You Implement SSO? OAM Install Steps Peak Indicators Limited 92
How Do You Implement SSO? Active Directory / Kerberos A tech note / white paper exists for implementing SSO with AD Not for the faint hearted! Peak Indicators Limited 93
Frequently Asked Questions - What Roles and Policies Should I Have? - When Should I Use the WebLogic LDAP? - Can I Have Multiple Identity Providers? - Where Do I Get My Groups From? - What are GUIDs? - Do I Still Need SA System Subject Area? - What Are The Important Files? - How Do We Migrate Between Environments? - Can I Still Use The 10g Security Model? - How Do You Implement SSL? - How Do You Implement SSO? - What Do I Do When it All Goes Wrong? Peak Indicators Limited 94
Error Messages That Could Mean a Million Things Peak Indicators Limited 95
Error Messages That Could Mean a Million Things Peak Indicators Limited 96
Error Messages That Could Mean a Million Things Peak Indicators Limited 97
Error Messages That Could Mean a Million Things Peak Indicators Limited 98
What Do I Do When It All Goes Wrong? Try different logins 1. Try a different user account 2. Try logging on with a system user account e.g. weblogic 3. Confirm you can log on to Weblogic Console and/or FMW Control (to confirm authentication is actually working) 4. Reset the user s password 5. Archive and delete user from the catalog, restart Presentation Services and then unarchive user back into the catalog If issue is just with one user Peak Indicators Limited 99
What Do I Do When It All Goes Wrong? Check Services 6. Check OPMN services are running 7. Check database and listener are working to _BIPLATFORM and _MDS schemas (and make sure db passwords have not expired!): Peak Indicators Limited 100
What Do I Do When It All Goes Wrong? Check Log Files 8. Check the Admin and Managed Server log files:./user_projects/domains/bifoundation_domain/servers/adminserver/log./user_projects/domains/bifoundation_domain/servers/bi_server1/log 9. Check BI Server and BI Presentation Services logs:./instances/instance1/diagnostics/log/oraclebipresentationservices/coreapplcation./instances/instance1/diagnostics/log/oraclebibiserver/coreapplcation Peak Indicators Limited 101
What Do I Do When It All Goes Wrong? Further Actions 10. Check connectivity to LDAP / AD server is ok (you do this in WebLogic Console make sure you can see the external Groups and Users) 11. Check HOSTS file has not changed, the very first entry should have IP address and server name 12. Refresh GUIDs 13. Restart WebLogic and OPMN Services 14. Restart WebLogic AdminServer, and then start all other process from within the WebLogic Admin Console and FMW Control (i.e. no commandline) 15. Restart whole server, then start up WebLogic and OPMN services Peak Indicators Limited 102
What Do I Do When It All Goes Wrong? More Drastic Actions 16. Delete the two BISystemUser user entries from Presentation Catalog, then restart services: [Catalog Root]\root\users 17. Delete the two sawguidstate entries from the System Presentation Catalog folder, then restart services: [Catalog Root]\root\system\mktgcache\[Hostname] Peak Indicators Limited 103
What Do I Do When It All Goes Wrong? Last Ditch Attempts. 18. Re-enter BISystemUser credentials in the Credential Store, then restart all services: Peak Indicators Limited 104
What Do I Do When It All Goes Wrong? Oracle Technote 19. See Oracle Support article 1359798.1 to download Technote on troubleshooting OBIEE security: Oracle BI Enterprise Edition 11g Security - Troubleshooting.pdf Peak Indicators Limited 105
What Do I Do When It All Goes Wrong? Contact Oracle! 20. http://support.oracle.com Peak Indicators Limited 106
Closing Thoughts Peak Indicators Limited 107
Closing Thoughts Summary Security is by nature a complex topic it is not just complicated in Oracle BI There is obviously more work that can be done to simplify things in Oracle BI 11g but let s try to be pleased with what we have: A huge array of security capability Support for small implementations all the way up to very large enterprise deployments A common model across Fusion Middleware applications Peak Indicators Limited 108
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