Create Services with Oracle Analytics Cloud

As Cloud Account Administrator, you can create and set up services in Oracle Analytics Cloud for your organization.

Typical Workflow to Create a Service

If you’re about to create an Oracle Analytics Cloud instance on Oracle Cloud Infrastructure in using Oracle Cloud Infrastructure Console for the first time, follow these tasks as a guide.

Task Description More Information

Before you start

   

Activate your order and sign in to your Oracle Cloud account

As the Cloud Account Administrator, you can complete all setup tasks for Oracle Analytics Cloud.

Sign up for free credits

Sign up for your Oracle Cloud Account

Sign In For the First Time

Determine your service requirements

Plan your Oracle Analytics Cloud deployment. Think about what you need before you start.

Plan Your Service

(Optional) Enable other users to set up services

If you don’t want to set up Oracle Analytics Cloud yourself, give other users permissions to create services.

Give Another User Permission to Set Up Oracle Analytics Cloud

(Recommended) Create a compartment for your service Create a compartment for your Oracle Analytics Cloud deployment. Create a Compartment
Create the service    

Create a service

Use Oracle Cloud Infrastructure Console to deploy a new service.

Create a Service

Verify your service

When your service is ready, check that you can sign in and your service is up and running.

Verify Your Service and Sign In

Complete the setup

Set up users and groups

Set up users and groups for Oracle Analytics Cloud in Oracle Identity Cloud Service and assign them to application roles.

Set Up Users, Groups, and Application Roles

Set service-level options

Configure service-level options for everyone using the service.

Configure Options for Your Service

Migrate content

Leverage your existing content in Oracle Analytics Cloud.

Migrate to Oracle Analytics Cloud from Other Environments

Before You Create a Service

Before you set up Oracle Analytics Cloud on Oracle Cloud Infrastructure using Oracle Cloud Infrastructure Console, Oracle recommends that you take some time to plan your service.

Plan Your Service

Take some time to plan your Oracle Analytics Cloud service before you create it. Think about the questions outlined here and decide what you want to do, before you start.

Which Edition Do You Need?

When you start a new subscription to Oracle Analytics Cloud through Universal Credits, Oracle Analytics Cloud is available in Professional Edition and Enterprise Edition. You need Enterprise Edition if you want to offer enterprise modeling, reporting, and data visualization features.

Edition Universal Credits
Professional

Self-Service Analytics

(Data visualization)

Enterprise

Enterprise Analytics

(Enterprise modeling, reporting, and data visualization)

If you need more help to decide, see Professional and Enterprise Edition in Getting Started with Oracle Analytics Cloud.

Where Do You Want to Deploy Your Service?

Oracle Cloud Infrastructure (Gen 2) is hosted in several different geographic areas, called regions. When you sign up for Oracle Analytics Cloud, Oracle creates a tenancy for your company with access to one or more regions. If multiple regions are available to you, decide where you want to deploy your Oracle Analytics Cloud instance.

To find out more, see Region Availability.
Note

The way you deploy and manage Oracle Analytics Cloud depends on the region, type, and start date of your subscription. If your Oracle Analytics Cloud subscription started before Oracle Analytics Cloud was available on Oracle Cloud Infrastructure (Gen 2), the deployment process is different. See:
Do You Need a Public or Private Endpoint?

When you create an Oracle Analytics Cloud instance, you specify how you want to access your service: through a public internet accessible endpoint or a private endpoint.

After you've created Oracle Analytics Cloud, you can't switch from a public endpoint to a private endpoint (or the other way around). So it's important to decide what type of access your organization needs and complete the required prerequisites before you start. See Prerequisites for a Public Endpoint and Prerequisites for a Private Endpoint.

If you're not sure, see About Public Endpoints and Access Control Rules and About Private Endpoints.

What Sizing Options Are Available to You?

When you create an Oracle Analytics Cloud instance, you specify the number of Oracle Compute Units (OCPUs) you want to deploy.

How Many OCPUs Do You Think You’ll Need?

Oracle Analytics Cloud offers a range of compute sizes (OCPUs) to suit different scenarios. The larger the compute size, the greater the processing power. If you're not sure which size to use, contact your sales team to discuss sizing guidelines.

The compute size you select also determines some configuration limits for the different types of content that users can create:

  • Data visualization projects

  • Classic analyses and dashboards

  • Classic pixel-perfect reports

For example, limits such as the maximum number of input rows you can return from a data source query or the maximum number of rows you can download from a report to a file (for example, when you export to a CSV file).

Limits Querying Data (Data Visualization Projects, Classic Analyses and Dashboards)

When you query a data source for visualization projects or Classic analyses and dashboards, the compute size determines the maximum number of rows that are returned from the data source.

Which compute size do you think you’ll need? Limits when querying data for visualizations, analyses, and dashboards
Max input rows returned from any data source query Query timeout (seconds)

1 OCPU

(trials only)

125,000

space

600

space

2 OCPU

1,100,000

600

4 OCPU

1,100,000

600

6 OCPU

1,100,000

600

8 OCPU

1,100,000

600

10 OCPU

1,100,000

600

12 OCPU

1,100,000

600

16 OCPU

2,200,000

600

24 OCPU

2,200,000

600

36 OCPU

2,200,000

600

52 OCPU

2,200,000

600

Limits Displaying Data (Data Visualization Projects, Classic Analyses and Dashboards)

When you display data in data visualization projects or Classic analyses and dashboards, the compute size determines the maximum number of summarized rows returned from the data source that are displayed.

Which compute size do you think you’ll need? Limits when displaying data in visualization projects, analyses, and dashboards
Max summarized rows returned from any data source query

1 OCPU

(trials only)

125,000

space

2 OCPU

500,000

4 OCPU

500,000

6 OCPU

500,000

8 OCPU

500,000

10 OCPU

500,000

12 OCPU

500,000

16 OCPU

1,000,000

24 OCPU

1,000,000

36 OCPU

1,000,000

52 OCPU

1,000,000

Limits Exporting Data (Data Visualization Projects)

When you export data from a data visualization project, the compute size determines the maximum number of rows you can export.

Which compute size do you think you’ll need? Limits when exporting data from data visualizations projects

1 OCPU

(trials only)

125,000

space

2 OCPU

500,000

4 OCPU

500,000

6 OCPU

500,000

8 OCPU

500,000

10 OCPU

500,000

12 OCPU

500,000

16 OCPU

1,000,000

24 OCPU

1,000,000

36 OCPU

1,000,000

52 OCPU

1,000,000

Limits Exporting Data (Classic Analyses and Dashboards)

When you export data from analyses and dashboards, the compute size determines the maximum number of rows you can export. There are different limits for formatted data and unformatted data.

  • Unformatted data limits: formats such as CSV, Excel, XML, and Tab Delimited.

  • Formatted data limits: formats such as PDF, Excel, Powerpoint, and Web Archive/HTML.

Which compute size do you think you’ll need? Limits when exporting data from analyses and dashboards
Max rows exported to unformatted reports Max rows exported to formatted reports

1 OCPU

(trials only)

125,000

space

1,000

space

2 OCPU

1,100,000

25,000

4 OCPU

1,100,000

25,000

6 OCPU

1,100,000

25,000

8 OCPU

1,100,000

25,000

10 OCPU

1,100,000

25,000

12 OCPU

1,100,000

25,000

16 OCPU

2,200,000

50,000

24 OCPU

2,200,000

50,000

36 OCPU

2,200,000

50,000

52 OCPU

2,200,000

50,000

Limits Delivering by Email (Classic Analyses and Dashboards)

If you plan to send analyses and dashboards by email, the compute size determines the maximum number of rows you can deliver in a single email. There are different limits for delivering formatted data and unformatted data.

  • Unformatted data limits: formats such as CSV, Excel, XML, and Tab Delimited.

  • Formatted data limits: formats such as PDF, Excel, Powerpoint, and Web Archive/HTML.

Which compute size do you think you’ll need? Limits when delivering analyses and dashboards by email
Max rows in unformatted reports delivered by email Max rows in formatted reports delivered by email

1 OCPU

(trials only)

1,000

space

1,000

space

2 OCPU

50,000

25,000

4 OCPU

50,000

25,000

6 OCPU

50,000

25,000

8 OCPU

50,000

25,000

10 OCPU

50,000

25,000

12 OCPU

50,000

25,000

16 OCPU

100,000

50,000

24 OCPU

100,000

50,000

36 OCPU

100,000

50,000

52 OCPU

100,000

50,000

Data Size Limits (Classic Pixel-perfect Reports)

If you plan to generate pixel-perfect reports, the compute size determines several limits associated with report generation.

Which compute size do you think you’ll need? Report data size limits when generating pixel-perfect reports
Max data size for online reports Max data size for offline (scheduled) reports Max data size for bursting reports Max data size for data generation

1 OCPU

(trials only)

200MB

space

500MB

space

2GB

space

500MB

space

2 OCPU

500MB

2GB

4GB

2GB

4 OCPU

500MB

2GB

4GB

2GB

6 OCPU

500MB

2GB

4GB

2GB

8 OCPU

500MB

2GB

4GB

2GB

10 OCPU

500MB

2GB

4GB

2GB

12 OCPU

500MB

2GB

4GB

2GB

16 OCPU

500MB

4GB

8GB

4GB

24 OCPU

500MB

4GB

8GB

4GB

36 OCPU

500MB

4GB

8GB

4GB

52 OCPU

500MB

4GB

8GB

4GB

Processing Limits (Classic Pixel-perfect Reports)

If you plan to generate pixel-perfect reports, the compute size determines several limits associated with report processing.

Which compute size do you think you’ll need? Data model and report processing limits when generating pixel-perfect reports
SQL Query timeout (seconds) Max rows for CSV output Max number of in-memory rows in XPT layout Max number of concurrent scheduled jobs Max number of concurrent online reports

1 OCPU

(trials only)

1,800

space

1,000,000

space

100,000

space

1

space

2

space

2 OCPU

1,800

4,000,000

200,000

4

16

4 OCPU

1,800

4,000,000

200,000

4

32

6 OCPU

1,800

4,000,000

200,000

4

48

8 OCPU

1,800

4,000,000

200,000

4

64

10 OCPU

1,800

4,000,000

200,000

4

80

12 OCPU

1,800

4,000,000

200,000

4

96

16 OCPU

3,600

6,000,000

300,000

10

320

24 OCPU

3,600

6,000,000

300,000

10

480

36 OCPU

3,600

6,000,000

300,000

10

720

52 OCPU

3,600

6,000,000

300,000

10

1040

What Name Do You Want for Your Service?

Think about a suitable name for your service. The name that you specify is displayed in Oracle Cloud Infrastructure Console and the URL for your service.

Name restrictions:

  • Must contain between 1 and 25 characters.

  • Must start with an ASCII letter: a to z or A to Z.

  • Must contain only ASCII letters or numbers.

  • Mustn't contain any other special characters.

  • Must be unique within the identity domain.

Give Another User Permission to Set Up Oracle Analytics Cloud

When you activate your order for Oracle Analytics Cloud, you get the Cloud Account Administrator role. This role gives you full administration privileges in Oracle Cloud Infrastructure so you can complete all aspects of Oracle Analytics Cloud setup and much more. There’s no need to delegate this responsibility but, if you want to, you can give someone else privileges to create and manage Oracle Analytics Cloud instances through the manage analytics-instances permission.

In Oracle Cloud Infrastructure you use IAM security policies to grant permissions. First, you must add the user to a group, and then you create a security policy that grants the group the manage analytics-instances permission on a specific compartment or the tenancy (any compartment in the tenancy). For example, you might create a policy statement that looks like one of these:
  • allow group MyAdminGroup to manage analytics-instances in tenancy
  • allow group MyAdminGroup to manage analytics-instances in compartment MyOracleAnalytics
To find out how to create security policy statements specifically for Oracle Analytics Cloud, see Give Users Permissions to Manage Analytics Cloud Instances.

Create a Compartment

When you sign up for Oracle Cloud Infrastructure, Oracle creates your tenancy with a root compartment that holds all your cloud resources. You then create additional compartments within the tenancy (root compartment) and corresponding policies to control access to the resources in each compartment. Before you create an Oracle Analytics Cloud instance, Oracle recommends that you set up the compartment where you want the instance to belong.

You create compartments in Oracle Cloud Infrastructure Identity and Access Management (IAM). See Setting Up Your Tenancy and Managing Compartments.

Create a Service

You can create an Oracle Analytics Cloud instance using the Console, API, or command line.

Note

Required IAM Policy

Verb: manage

Resource Type: analytics-instance, analytics-instances

Custom Permission: ANALYTICS_INSTANCE_CREATE

See About Permissions to Manage Oracle Analytics Cloud Instances.

Additional IAM Policy Required to Create a Public Endpoint

Verb: read

Resource Type: virtual-network-family, compartment, compartments

See Prerequisites for a Public Endpoint.

Additional IAM Policy Required to Create a Private Endpoint

Verb: manage

Resource Type: virtual-network-family

Verb: read

Resource Type: compartment, compartments

To learn about other, more detailed access policy options, see Prerequisites for a Private Endpoint.

Create a Service using the Console

You can use Oracle Cloud Infrastructure Console to set up a service instance with Oracle Analytics Cloud.

  1. Sign in to your Oracle Cloud account.
    You must sign in as a federated Oracle Identity Cloud Service user.
    Description of console_oac_signin.jpg follows
  2. In Console, click Navigation menu in the top left corner.
  3. Under Solutions and Platform, select Analytics, then Analytics Cloud.
    Description of console_oac_nav.jpg follows
  4. From the Compartment list, select the compartment in which you want to create the service.
    Description of console_oac.jpg follows
  5. Click Create Instance.
  6. Enter an Instance Name and a brief description.
    The name must start with a letter and can contain only letters and numbers.
  7. Select the Feature Set you want to deploy.
    • Self Service Analytics: Deploys an instance with data visualization. Select this option if you subscribe to Professional Edition.
    • Enterprise Analytics: Deploys an instance with enterprise modeling, reporting, and data visualization. Select this option if you subscribe to Enterprise Edition.
  8. For Capacity, select the number of OCPUs that you want for the service.

    For production services, select the number of OCPUs you want to deploy (between 2 and 52). If you want to create an instance for trial purposes, you can select 1 OCPU.

  9. Use Network Access to specify how you want users to access Oracle Analytics Cloud: over the public internet or through a private network.
    • Public: Enable access over the public internet.

      The Public option deploys Oracle Analytics Cloud with a public internet accessible endpoint. If required, you can configure access control rules to restrict access by public IP address, public CIDR block range, and VCN. See Restrict Access to Oracle Analytics Cloud Deployed with a Public Endpoint.

    • Private: Enable private access from an on-premise network or hosts on a virtual cloud network (VCN). Private access means that traffic doesn't go over the internet.

      The Private option deploys Oracle Analytics Cloud with a private endpoint. Before you configure this option, you must set up the Oracle Cloud Infrastructure VCN that you plan to use with a subnet for Oracle Analytics Cloud. See Deploy Oracle Analytics Cloud with a Private Endpoint.

    You can modify the access control rules for a public endpoint or change the VCN and subnet for a private endpoint later on, if required. However, you can't change your network access selection from public to private (or private to public).

  10. For License Type, select whether you want to use your Oracle Middleware on-premises license with Oracle Analytics Cloud and be charged the Bring Your Own License (BYOL) rate or subscribe to a new Oracle Cloud license for Oracle Analytics Cloud.
  11. Verify that the details are correct, and click Create.

    For example:

    Description of console_oac_create.jpg follows
It takes about 20 minutes to create the service. Display the Instance page to check the current status.
Description of console_oac_create3.jpg follows

Create a Service using the REST API

You can use the CreateAnalyticsInstance operation to set up a service instance with Oracle Analytics Cloud.

Refer to the Oracle Cloud Infrastructure REST API Reference for information about how to use this operation:

Create a Service using the Command Line

You can use the analytics-instance create command to set up a service instance with Oracle Analytics Cloud.

Refer to the Oracle Cloud Infrastructure CLI Command Reference for information about how to use this command:

After You Create a Service

After creating a service with Oracle Analytics Cloud, you must set up your users and configure additional options for your service. If you’re migrating to Oracle Analytics Cloud from on-premises or another cloud service you might want to migrate your existing content now.

Verify Your Service and Sign In

Oracle sends an email to the designated email address when your Oracle Analytics Cloud service is ready. Navigate to your service in Oracle Cloud Infrastructure Console, obtain the service URL, and then sign in to verify your Oracle Analytics Cloud service is up and running.

Note

Required IAM Policy

Verb: read

Resource Types: analytics-instance, analytics-instances

Permission: ANALYTICS_INSTANCE_READ

See About Permissions to Manage Oracle Analytics Cloud Instances.

  1. In Console, click Navigation menuin the top left corner.
  2. Under Solutions and Platform, select Analytics, then Analytics Cloud.
  3. Select the compartment in which you created the instance.
  4. Click the name of the new instance.
  5. Click Open URL.
    Description of console_oac_open.jpg follows
  6. Sign in with your administrator credentials.

Set Up Users, Groups, and Application Roles

One of the first jobs you do after setting up a service with Oracle Analytics Cloud is to add user accounts in Oracle Identity Cloud Service for everyone you expect to use the service and then assign them suitable permissions in Oracle Analytics Cloud (also known as application roles).

Oracle Identity Cloud Service is available with your Oracle Analytics Cloud account.

  1. Add users and groups.

    Use Oracle Identity Cloud Service to add users and groups. See Manage Users and Groups in Oracle Identity Cloud Service in Administering Oracle Identity Cloud Service.

  2. Assign users and groups permissions in Oracle Analytics Cloud.

    Use the Console (Users and Roles page) in your Oracle Analytics Cloud service to give users and groups suitable application roles. See Manage What Users Can See and Do in Configuring Oracle Analytics Cloud.

Configure Options for Your Service

Administrators perform many critical duties; they control user permissions and amend accounts, set up database connections for data modelers, manage data storage to avoid exceeding storage limits, take regular snapshots so users don't risk losing their work, authorize access to external content by whitelisting safe domains, troubleshoot user queries, and much more. After setting up a service with Oracle Analytics Cloud, you can review typical administrator tasks for your service.

See Administrator Task List in Configuring Oracle Analytics Cloud.

Migrate to Oracle Analytics Cloud from Other Environments

Do you have content in your existing on-premises system or another cloud service that you want to leverage in Oracle Analytics Cloud? After setting up your service, you can migrate the content to the new environment.

Migrate From... More Information

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