Oracle Business Intelligence Enterprise Edition 11.1.1.6.1 –Patch 13742915 Released

Release Note for Oracle Business Intelligence Enterprise Edition 11.1.1.6.1 –Patch 13742915

This patch is highly recommended for all the customers who are using Oracle Business Intelligence Enterprise Edition 11.1.1.6.0. This patch is primarily intended to improve quality as it includes some high priority bugs.

Please see the Fixed Bugs list for the detail.

Note :- Customers who are currently using a version earlier than Oracle Business Intelligence Enterprise Edition 11.1.1.6.0 should not apply this patch.

Important Information for Customers using Oracle Business Intelligence Enterprise Edition Suite version 11.1.1.6.0 Oracle Business Intelligence Enterprise Edition customers currently running version 11.1.1.6.0 may encounter patch conflicts if this patch is applied.

A patch conflict occurs when two or more patches have some files in common but contain independent fixes, resulting in a roll back of previously applied fixes. It is very important that customers currently running version 11.1.1.6.0 pay attention to any notifications regarding conflicting patches presented by Opatch during application of this patch, as these patches will be rolled back if patch application continues.  Any patch rolled back due to the application of this PSU must be re-built for this patch before you can reinstall that fix. Open a service request with Oracle Support to request a merged patch if required.

Bugs Fixed in This Patch

13567594:SDE_FUSION_NATURALACCOUNTDIMENSION MAPPING FAILS IN RUP2 ETL

13355378:PROGRESS BAR HANGS FOR THE 'ADMINTOOL/COMMAND' UTILITY (PATCH COMMAND)

13360114:RPDPATCH DECISION FILE NEEDS TO FLAG DELETES THAT CONFLICT

13596792:PATCHRPD UNABLE TO HANDLE DELETED COMPLEX JOIN

13583718:SERVER CRASH DURING INTERNAL FULL OUTER STITCH JOIN ON COLUMNS WITH NUMERIC TYPE

13583449:SETTING WINDOW SIZE AND START RECORD RESULTS IN NO RECORDS (EXISTING PRODUCT)

13578840:FUSIONBI BI SERVER INITBLOCKS WITH UNIONS DONT BYPASS DIRECT DB ACCESS

13560202:EXTRACTPROJECT.EXE CRASHES DURING THE PATCHING PROCESS

13393226:INDEXCOL NOT TAKING MINUS CALCULATION (WORKS IN 10G BUT NOT IN 11G)

13568567:PROJECT EXTRACT FAILS TO EXTRACT CERTAIN PROJECTS DURING PATCHING

13596457:PATCHRPD IS NOT CORRECTLY UPDATING PROJECTS WHEN SUBSET PATCHING IS BEING USED

13581658:BIAPPS RUP2 FORCE WEBCAT UPGRADE

13628171:CONSISTENCY CHECK DOESN'T FIX MISSING LTS FOLDERS

13526632:DTE ESSBASE CANNOT CONNECT TO BI

13636501:MATS TESTWEBCATALOG DUMMYCATALOG.DIF

13568305:OBJECT PROPERTY DIALOG AND UDML CODE SHOW DIFFERENT NAMES IN COMPARE

13383217:QDR ISCUSTOMGROUPUNIQUEID DOES UNNECESSARY STRING CONCATENATION

13582384:RUP2 HCM CREDENTIALACCESSPERMISSION IN BI STARTUP LOGS AFTER PATCHING

13640792:CONSISTENCY CHECK DOESN'T FIX UNKNOWN LOGICAL COLUMN TYPE

13640427:RUP2-AIX BI CONVERSION FROM XML TO RPD FAILS WITH PASSWORDS DIFFERENT

13625435:RUP2-ST-CDRM FORMMATING AND ACTION LINK ISSUE AFTER PS5 UPGRADE

13458667:hidden option not available for date columns in table layout

13477267:pm rename view not working in current build.

13401386:auto preview are not prevented except pivot view

13586650:qa psbh1  crash display selection steps view exception condition dble col qdr

13616593:auto preview are not prevented for graph

13517767:positional calc can cause xmlwriter empty document error

13564003:SAVING AN IBOT(AGENT) GIVES ORACLE BI SCHEDULER ERROR [NQSERROR 76016]

13110980:THE SECTION PROPERTIES OF PIVOT TABLE IS NOT EFFECTIVE OR NOT CORRECT

13563800:INCLUCDE SELECTED MEMBER NOT WORKING FOR LEAVES OF IN VALUE HIERARCHY

13592629:CANNOT RECREATE THE SAME CURRENT RPD FROM BISERVERXMLEXEC.EXE

13634568:WIN64  WEBCAT APPLY PATCH FAILED  CATMAN INVALID CHARACTERS IN PATH

13502703:ATTR SELECTIONS ON HIERARCHY COLS SHOULD ALLOW PROMPTING ON COMPARE COL.

13553428:DELIVER TO CORP OID LDAP USERS FAILED WITH IMPERSONATOR DOES'NT EXIST

13627864:BACKPORT OF BUG 13597266 TO 11.1.1.6.1

13566162:otbi cascading b/w two prompt sets is not happening in ps5rc2(11.1.1.6.0)

13626098:RUP2-ST-CDRM  DRILL DOWN REPORT NOT RETURNING OUTPUT

13692889:RPD VALIDATION SCRIPT NEEDS TO BE INSTALLED INTO THE ORACLE HOME

13573564:audit  wrong subject area when webcat is large

13375536:audit  catman report not displaying columns

13573558:audit  case sensitive check against rpd

13578848:audit  unable to report on sql in non-analysis

13642995:BISERVERXMLEXEC CRASHES WHILE REGENERATING PS1 RPD

13561559:RUP2-ST2-CDRM  SECTION FORMATTING IS SKIPPED WHEN APPLY PROMPT OR CLICK REFRESH

13574731:QM CRMQA_RRF - DASHBOARD CONTENT

12978196:column selector does not pass values from summary report to detailed report

13680310:ERROR DISPLAYING VIEW WITH NESTED AND SAVED CALC ITEMS

13707164:npe in catalogtaghandler.removejunkfromxml

13332593:PATCHING FAILED WITH ERROR DURING THE XML EXECUTION

13623096:AFTER APPLYING PATCH:13428026, THE SEGMENTATION FAULT IS HAPPENED

13403816:after applied mlr 13110245 still having the hierarchical prompt issue

13535937:NEGATIVE VALUE IN CACHE MANAGER

13710970:BISERVERXMLEXEC CRASHES DUE TO BROKEN NQSTRING'S C_STR() METHOD

12992697:PAGE BREAK WITH COLUMN BREAK DOES NOT WORK WHEN USE PRINTABLE HTML

13249783:AFTER APPLY PATCH 129725592 OBIEE 11G THROWS BAD XML INSTANCE

13098323:AN ARITHMETIC OPERATION IS BEING CARRIED OUT ON A NON-NUMERIC TYPE

13043745:PIVOT TABLES LAYOUT COLLAPSES WHEN HIDDEN ROW AND TOTALS BEFORE IS USED

13719583:38028 CONSISTENCY CHECK ERROR SHOULD BE MADE WARNING

13350175:ADDING FILTER TO DIFFERENT LEVELS OF A HIERARCHY GETS IGNORED IN MDX

13083074:PROMPTS CREATING UNSPECIFIED ERROR WHEN SELECTING MULTIPLE CONSTRAINED CRITERIA

13546009:SELECT PIVOT TABLE IN VIEW SELECTOR CAUSES COLUMN TO BE EXCLUDED WHEN DRILLING

13733427:ADD AND UPDATE VERSION STRING TO DIFF FILE

13071711:CIRCULAR JOIN ERROR WHEN RUNNING ANALYSIS USING UPGRADED REPOSITORY

13649502:rup2-st1cdrm  drill down report not returning output - staying busy

13522060:RPD SESSION VARIABLE UNABLE TO IDENTIFY THE DYNAMIC SCHEMA NAMES FOR OLAP

13626491:REPORTS ARE FAILING AFTER APPLYING PATCH13470147 WARNINGS IN CONSISTENCY CHECK

10647655:COLUMN DATA FORMAT IS IGNORED ON WRITEBACK

13724814:ADD ABILITY TO RETRIEVE QUERY METADATA ON ISSUE RAW SQL SCREEN

13405110:opening report crashes bi presentation services

13393602:rsum not calculating correctly when there are excluded columns

13567100:case when used in measure in pivot is not working as in 10g

12612904:total picks value in first row and gives not a number when averaging null

13647309:obiee grand total functionality incorrect and inconsistent with olap cubes

13400140:multi-step promt missing the dashboard prompt which limit values by is set

13523548:error out when using multiple double columns in saved filters

13444157:error when use is in top operator in filter with presentation variable

13533404:SECTIONS HEADERS ARE CAUSING DASHBOARD SPACING ISSUES

13501903:PATCH FOR BUG 11837656 DOES NOT FIX THE ISSUE WITH DOUBLE QUOTES

13724995:CONSISTENCY CHECK CRASHES ON PS1 RPD

13418590:export to excel still not working properly after patch 12394949 (linux 64)

13682411:CALC ITEM NOT DISPLAYED IN A PIVOT TABLE AFTER PATCH 13544352

13562847:PG/PROMPTS DROPDOWN LISTS ONLY GROUP MEMBERS AFTER PICK GRP FROM DROPDOWN

13739082:ASSERTION ERROR IF VALUE HIER WITH CALC ITEM MOVE TO PAGE/PROMPTS EDGE

12981896:mapviewer hover tooltips show wrong values

Patch Installation for server

1. Stop all BI Services, including BI Server, BI Administration Tool, BI Javahost, BI Scheduler

2. Backup ORACLE_HOME\bifoundation\server

3. Backup ORACLE_INSTANCE\bifoundation\OracleBIServerComponent\coreapplication_obis1\repository

4. Apply patch using Opatch

5. Start all BI Services

Oracle Business Intelligence Enterprise Edition 11.1.1.6.0 –Multicurrency Report with Currency Prompt

As discussed in my previous blog following are the steps need to carryout for multicurrency support for OBIEE 11.1.1.6.0

·         Step 1 – Modify the user preferences currency file

·         Step 2 – Create session variable PREFERRED_CURRENCY

·         Step 3 – Create logical column for currency conversions

·         Step 4 – Verification of multicurrency support configuration

The verification of multicurrency support configuration can be done by setting the preferred currency for individual account setting as stated below.

The verification of multicurrency support configuration can be done by setting the preferred currency for individual account setting as stated below and then creating and running an analysis below which has the preferred currency revenue column (remember to set the data format as currency and set Currency Symbol to User’s Preferred Currency).

Rather than changing account setting for currency and then executing the report to get the revenue values in desired currency is time consuming in case if you would like to report for available currencies.

The blog is an attempt to demonstrate how currency prompt can be used to select the currencies from pre-defined list of currencies to drive the report.

Creating Currency Prompt

Oracle BIEE allows specific prompting for currency selection. A currency prompt can be created as any other dashboard prompt by using New->Dashboard Prompt->Currency Prompt. A user’s currency selection is passed to the Oracle BI Server as a session variable that an RPD administrator can use to handle common currency-handling schemes.

Analyses (Report)

A report is been designed with following columns from the A-Sample Sales Subject area.

The definition of the columns included in the report is as follows

# of Orders - "Counts"."31 # of Orders (Cnt Distinct)"

Order Currency - "Orders"."R3 Order Currency"

Average FX Rate to Pref Currency - "FX conversion"."70  Average FX Rate to Pref Currency"

Converted Into - VALUEOF(NQ_SESSION.PREFERRED_CURRENCY)

Converted Rev (Indexcol) - "FX conversion"."120 Converted Rev  (Indexcol)"

Revenue - "Base Facts"."1- Revenue"

Place the currency dashboard prompt and report designed on a dashboard page. It enables changing the currency from a list of available currencies and impacts both the format, as well as the values displayed. Choose a currency from the available options in the currency prompt and notice how the table changes. The appropriate currency symbol will be displayed in the analysis and the value will be converted to the right currency, using the historical rate in this case.

Dashboard Layout

Dashboard Page Display

Default Currency is USD

Currency = Euro

Currency =AUD

Oracle Business Intelligence Enterprise Edition 11.1.1.6.0 – Configuring Logical Columns for Multicurrency Support with STATIC List Currency Option

Oracle Business Intelligence Enterprise Edition 11.1.1.6.0 allows the configuration of the logical column for currency so that Oracle BI users can select the currency in which they prefer to view currency in reports (analyses) and dashboards.

There are two options to set up this feature, one by which all users can see the same static list of currency options or other is to provide a dynamic list of currency options that changes based on the a logical SQL statement.

This blog is an attempt to explain how we can define user-preferred currency options by using a static list of currency settings.

Multicurrency Support Configuration Steps

The following are the steps need to carryout for multicurrency support for OBIEE 11.1.1.6.0

·         Step 1 – Modify the user preferences currency file

·         Step 2 – Create session variable PREFERRED_CURRENCY

·         Step 3 – Create logical column for currency conversions

·         Step 4 – Verification of multicurrency support configuration

Step 1: User Preferences Currency Files

In the Currency box on the Preferences tab of the My Account dialog box as shown below, Oracle Business Intelligence users can select the currency in which they prefer to view currency columns in analyses and dashboards.

The currency options shown within the Currency box above uses userpref_currencies.xml file for getting the list of available currencies.

Navigate <ORACLE_INSTANCE>\config\OracleBIPresentationServicesComponent\coreapplication_obips1 and open userpref_currencies.xml file for editing.

e.g.  /home/oracle/obiee/instances/instance1/config/OracleBIPresentationServicesComponent/coreapplication_obips1

Then locate the UserCurrencyPreferences element and remove the comment markers < ! – and -- > to enable currency preferences for Oracle preferences. In this specific example I have included three currency preferences as ‘USD’, ‘EUR’ and ‘AUD’.

<Config>

<UserCurrencyPreferences currencyTagMappingType="static">

<UserCurrencyPreference sessionVarValue="USD" displayText="Global Currency 1" currencyTag="int:USD"/>

<UserCurrencyPreference sessionVarValue="EUR" displayText="Global Currency 2" currencyTag="int:euro-l"/>

<UserCurrencyPreference sessionVarValue="AUD" displayText="Global Currency 3" currencyTag="int:AUD"/>

<!--UserCurrencyPreference sessionVarValue="lc1" displayText="Local Currency1" currencyTagSourceType="column" />

  <UserCurrencyPreference sessionVarValue="lc2" displayText="Local Currency2" currencyTagSourceType="column" /-->

</UserCurrencyPreferences>

</Config>

Step 2: Create session variable PREFERRED_CURRENCY

Next step is to create a session variable named PREFERRED_CURRENCY along with an initialization block to use the variable. Make sure to select “Enable any user” to set the value when the session variable is created.

Step 3: Create Logical Column with Currency Conversion

Typically currency conversion is calculated as part of an ETL process, there are options to calculate this conversion on the fly which I would try to cover in another blog entry in future.

A logical column ‘120 Converted Rev (Indexcol)’ has been defined which uses PREFERRED_CURRENCY session variable that display currency values to use appropriate conversion factor.

The logical column expression uses the value of NQ_SESSION.PREFERRED_CURRENCY variable to switch between the different currencies columns. The currency columns are expected to have pre-calculated converted values.

INDEXCOL( CASE  VALUEOF(NQ_SESSION."PREFERRED_CURRENCY") WHEN 'USD' THEN 0 WHEN 'EUR' THEN 1 WHEN 'AUD' THEN 2 END , "01 - Sample App Data (ORCL)".""."BISAMPLE"."F19 Rev. (Converted)"."Revenue_Usd", "01 - Sample App Data (ORCL)".""."BISAMPLE"."F19 Rev. (Converted)"."Revenue_Eur", "01 - Sample App Data (ORCL)".""."BISAMPLE"."F19 Rev. (Converted)"."Revenue_Aud")

The column with preferred currency expression needs to be added to the Presentation layer as shown below.

Step 4: Verification of Multicurrency support configuration

The first step is to verify My Account page, it should display list of all available options set for currencies, for this example the preferred currency is chosen as ‘Euro’ as shown below.

The second step for verification is to verify Analysis result. For this create a analysis with newly added column ‘120 Converted Rev (Indexcol)’ as below.

Select Column Properties > Data Format, overrides the default data format, and set Currency Symbol to User’s Preferred Currency.

The result displays the user’s preferred currency revenue that is been selected on the My Account page ( i.e. Euro in this example)

Oracle Essbase 11 Architecture

Oracle Essbase is an OLAP (Online Analytical Processing) Server that provides an environment for deploying pre-packaged applications or developing custom analytic and enterprise performance management applications. Oracle Essbase, along with Oracle BI Suite Enterprise Edition Plus, is part of the Oracle BI Foundation.

Oracle Essbase provides adaptable data storage mechanisms for specific types of analytic and performance management applications, thereby ensuring sub-second response times regardless of the complexity of the analytics. The Block data storage option (BSO) enables driver-based scenario modeling, forecasting, and predictive analytic applications while Aggregate data storage option (ASO) is optimized for massive sparse data sets, supporting thousands of concurrent business users performing sophisticated analyses at the speed of thought.

With the release of Oracle Essbase 11 there is no stronger integration with the both Oracle Fusion Middleware technologies as well as Oracle Database 11g.

Oracle Hyperion Analytic pre-packaged applications which use Oracle Essbase are as follows.

This blog is an attempt to explain Essbase Architecture and high level integrated information flow between the source data and product components. 

Essbase Architecture

The Essbase product family incorporates powerful architectural features to handle a wide range of analytical applications across large multiple-user environments. The high level view of the integrated information flow between the source data and the product components is as below.

Essbase Components

Essbase Server

The multithreaded OLAP server takes advantage of symmetrical multiprocessing hardware platforms. The server acts as a shared resource, handling all data storage, caching, calculations, and data security.

Essbase Database

The multidimensional data cube can be implemented in the two storage models (block storage and aggregate storage). Block storage databases support dense data sets, enabling users to write back interactively and perform complex financial analytics. Aggregate storage databases drive operational analytics and are optimized for high dimensionality, extreme sparsity of data, and dimensions with millions of members.  

Administration Services

This database and system administrators’ interface to Essbase provides a single-point-of-access console to multiple instances of Essbase Server. With Administration Services Console, one can design, develop, maintain and manage multiple instances of Essbase Server and multiple applications and databases. The data preview option is provided within the console itself. It supports custom Java plug-ins to leverage and extend key functionality.

Provider Services

Provider Services facilitates connectivity from Smart View to the database tier. It also enables high availability, clustering, load balancing and failover functionality for Java API, Smart View, and XMLA clients which can bring enterprise-level performance and reliability to Essbase applications.

Smart View

This software program provides a single Microsoft Office interface for multiple Oracle Hyperion products. With smart view along with Spreadsheet Add-in function it also integrate live contents from Essbase, Planning, Financial Management and various reporting and analysis tools into Microsoft Office programs.

Spreadsheet Add-in

This software program merges seamlessly with Excel. With Spreadsheet Add-in, one can access instances of Essbase Server and perform ad hoc reporting on Essbase databases.

MaxL

This practical, expressive interface for administering the Essbase system in one of the two functional domains of the multidimensional database access language for Essbase. With MaxL Data Definition language (DDL), you use statements to make requests; MaxL DDL statements usually begin with verbs and read like English sentences. MaxL DDL improves on ESSCMD in that you can make it interact with the operating system by issuing shell commands, and you can embed it in Perl programs by implementing the Perl module.

ESSCMD

This command-line language performs server operations interactively or through batch or script files. ESSCMD is a legacy language, and will not be enhanced of new features in future release.

MDX

This multidimensional query language is the second of the two MaxL functional domains. MDX provides the ability to perform advanced data extraction and querying by means of statements that typically include the verb SELECT. MDX is also used to construct member formulas in aggregate storage databases.

Essbase API

This developers’ interface to Essbase enables you to create customized applications in VB, C or Java programming languages.

Visual Explorer

Visual Explorer is a separately-licensed add-in for Smart View and provides Essbase users with powerful analytics in a highly graphical format. It enables users to unlock the information stored in multidimensional databases using a free-form canvas for exploring and analyzing data.

Integration Services

Integration Services provides a metadata-driven environment to bridge the gap between data stored in Essbase database and transitional data stored in relational databases. Integration Server drill-through enables business users to view linked transactional data from Essbase reports. A Hybrid Analysis feature provides more detail information for decision making and more modularity in designing and maintaining large-scale analytic applications.

Essbase Studio

This tool provides an environment for the development, deployment, and maintenance of enterprise-scale Essbase analytic applications. The Essbase Studio graphical front end enables you to build Essbase cubes from disparate data sources. It also features in built in repository to store and reuse upstream and downstream metadata visibility; and enhanced drill through to multiple targets, including relational, Essbase, BI repository URL based and custom Java methods.

Oracle Business Intelligence Enterprise Edition 11.1.1.6.0 Standalone Segmentation

There is a Segmentation Engine hidden inside OBIEE 11.1.6.0. This is being used extensively with the Siebel Marketing application which is a Oracle’s application offering for campaign management since days of Siebel Analytics.

There is no harm in using Segmentation Engine in standalone mode. One can extend any repository to support segmentation. There is nothing extra need to install to use segmentation engine and it is very useful for SET Analysis. 

Oracle Answers vs. SET Analysis

Oracle Answers is terrific, we can use it analyze, respond, predict and plan, it is being enhanced with lots of new features in OBIEE 11.1.6.0 release.

But in Marketing, classification of potential entities (e.g. customers, accounts, contacts, sites etc) by one or more characteristics is the market standard; we would often need COUNT of entities based on what is not there rather than what is there.

For example a software company would want to generate a list of contacts based on following criteria.

“All Contacts at Sites where there are more than 50 seats of A, but no seats of B”

Let us try to generate a list of contacts for the above criteria by using Oracle Answers, it might need four requests, two of them use the ‘Filter Based on Another Request’ feature

#1: Build a list of Sites that have get 50 Seats of A

#2: Build a list of Sites that Own B

#3: Build a Request that lists Sites in #1, but not in #2

#4: Build a list of Contacts at Sites in #3

After creating four requests as mentioned below there are challenges in terms of putting this segment generation process on a dashboard, associated training and figuring out how to download the result and associate these to campaign execution.

Marketing Segmentation

In short Oracle Answer is not a right option for SET Analysis. Marketing Segmentation which is a part of OBIEE 11.1.1.6.0 provides the interface, integration and effective options to carry out the SET Analysis.

The SET operations supported and equivalent OBIEE Segment Manager Operations are as follows.

   

This blog is an attempt to explain the on how to use the segmentation and dashboard to implement SET Analysis within OBIEE 11.1.1.6.0.

Terminology – Segment, Target Levels, Qualified List Items

Segment – Synonymous to a SET. It defines a target set of Contacts, Customers, Sites (or any other entity).

Target Level – It defines the unique target identifier, usually a Natural Key (e.g. INTEGRATION_ID), not the Surrogate Key (ROW_WID)

Qualified List Item – Together with a Target Level, they answer the question: “What do you want to COUNT ()?”. Also used to generate Lists

Conforming Dimension Link – This allows you to cross Subject Areas (i.e. Segment “Installed Sites”, then find the “Contacts” at those sites

List Catalogs – When you want to generate Lists. (You may “count” many things, but you’re only Marketing to People; you don’t send an e-mail to a Product…)

List Format – Customized format for List pull. In other words, “What do you send to the people that generate the campaign?”

The Marketing Manager view (Manage>Marketing Manager) of OBIEE repository shows a predefined target level (customers), Qualified List Item (customers) and List Catalog (A - Sample App).

Example

This section is an attempt to explain a end to end process to define a SET Analysis which includes defining a segment, setting up the link segment output with the dashboard report to get list and reports driven by the segment output.

Predefined Marketing Default Settings

Administrator> Set Marketing Defaults

Set Marketing Defaults, which manage the default setting such as default campaign load format, default global audience for marketing and profile dashboard for the target levels.

Design a Report to be driven by Segment Criteria

A report is designed with customer profile columns such as number, name, income level, city , country etc and a column x20 Cust Key (Segmentation) is set as prompted as a filter for the report. This filter is to make sure that the report should be driven by the segment criteria. A filter view is also included in the report to make sure that the compound view of report also shows the filter condition applied which is same as the definition of the segment criteria.

Segment Definition

“All Customers who are members (customer type) from two groups of customers, one group where city is San Francisco. And Customer Home Level is within level 6 to level 9 and other group of customer where revenue is less than 10000 and must be from EMEA region”

Segment Designer

New > Segment > Choose Target Level

Define two groups and exclude criteria as follows – using columns from the subject area exposed (A –Sample Sales)

Group A

Group B

Exclude – Non Members

Once done click ‘Update Counts’ to get the count, it shows the individual count at each level and segment count at bottom with allows to click to go to the Profile Dashboard which is a pre-defined dashboard with couple of reports, this dashboard has been set as a default dashboard for the customer target level as Administration of Marketing Server default settings.

Dashboard

A dashboard with couple of views for customer info is shown below.

Filter View of Compound Report View

This filter view is the defintion of the segment criteria.

I hope you find this information useful. I would like to cover how to define the repository metadata for to support marketing segmentation with appropriate details in future.