Fusion: How To Create Password Protected BI Publisher Report

Goal
How to create password protected BI publisher report outputs (pdf).

Solution
There are two types of password protected outputs (pdf) can be Created in the Fusion Cloud applications.
1. Static Password
2. Dynamic Password

1. Static Password
The below options required to update in the cloud application BI catalog services.
Navigation: Tools → Reports and Analytics → Browse Catalog

Navigate to appropriate report template folders and Click “Edit” the Template (which needed the password protection functionality) → Click “Properties” button.

Properties	Value
Enable PDF Security	True
Open Document Password

 Save the changes and Run the job.

The Report output will prompt the user to enter the password when open the output.

2. Dynamic Password

1. Create the Data Model (include/identify the field/value for password)

(ex, Supplier Number, Employee Number with DOB) 

(ex)

/DATA_DS/G_1/PASSWORD (Any customized/default password group)

/DATA_DS/G_1/SEGMENT1 (Supplier Number – Default Password, for supplier related reports)

2. Define RTF Template with the Custom Properties.

Navigation: RTF Template → File → Info → Properties → Advanced Properties → Custom

Add the below mentioned two custom properties.

Properties	Value	Type
xdo-pdf-security	true	Text
xdo-pdf-open-password	/DATA_DS/G_1/SEGMENT1	Text

Click “OK” and Save the Template.

Upload the template to BI catalog, Run the report and check the report output.

The Report output will prompt the user to enter the password when open the output.

Documents Reference

Oracle Support Documents

1. How To Set Password Protection For BI Publisher Report (Doc ID 2117187.1)

2. How To Password Protect PDF Documents At Runtime? (Doc ID 1355332.1)

Fusion Middleware Report Designer's Guide for Oracle Business Intelligence Publisher

Setting Report Processing and Output Document Properties → PDF Security Properties

https://docs.oracle.com/middleware/12212/bip/BIPRD/GUID-300980F2-CC27-4DA5-9420-2D607CF132BF.htm#BIPRD2995

Limitations

The offered solution applicable for PDF outputs only and Oracle is working on EXCEL outputs.

Enh 26197461 - ER: PASSWORD PROTECTION FOR EXCEL FILES SENT THROUGH ORACLE BI PUBLISHER