configuring oracle business intelligence applications on oracle data integrator_a deep dive

CON9420: Configuring Oracle Business Intelligence Applications on Oracle Data Integrator: A Deep Dive Hari Cherukupally Oracle Mark Rittman Rittman Mead Kevin McGinley Accenture

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statements

Program Agenda

§  Oracle BI Applications Overview §  Oracle BI Applications 11g Overview §  Installation & New Architecture §  Configuration & Data Load Walkthrough §  Future Roadmap §  Q&A

Introducing the Speakers

§ Hari Cherukupally, Oracle Corporation

§ Mark Rittman, Rittman Mead

§ Kevin McGinley, Accenture

Oracle BI Applications Overview

Oracle Analytic Applications Product Family

Transactional BI •  Single Source, single function •  Part of the Cloud application •  Real-time analysis •  Configurable •  Built on BI Foundation Suite •  Available for Fusion Applications •  Planned: Taleo, RightNow, Eloqua

BI Applications •  Multi-source and cross-functional •  Independent Deployment •  Warehouse-based analysis •  Configurable and customizable •  Built on BI Foundation Suite •  Available for on premise Oracle Apps •  Planned: Connectors to Cloud Apps

Pre-Built Analytic Warehouse 1. •  Business Analytics Warehouse •  Over 300 star schemas •  Designed for analysis and reporting

Role-Based Dashboards Best Practice Metrics 3. 4. •  Over 10,000 metrics •  Additional pre-defined calculations •  Based on best practices

•  Pre-mapped integration •  Fusion, EBS, PSFT, SEBL , JDE, IBM •  Role-based Security

•  Over 500 Dashboards and Pages •  Over 3,000 reports •  Across Lines of Business

Certified Application Integration

Oracle BI Apps: Deeper than Dashboards

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Introducing Oracle BI Applications 11.1.1.7.1 and ODI 11g

• All-new, 11g release of the BI Applications • New content, applications, uptakes OBIEE 11g visuals etc • Simplified topology - now uses ODI 11g for the ETL ‣ Option to continue using Informatica using upcoming release

• No DAC - uses web-based configuration tools, and ODI, to control and orchestrate the ETL

• Lower TCO, faster ETL, simpler architecture • So how does it all work...?

What’s New in Oracle BI Applications 11.1.1.7.1?

New Content Enhancements

New Data Integration New TCO Tools

New Applications & Adapters

New OBIEE 11.1.1.7

Oracle Data Integrator

Oracle GoldenGate

Student Information Analytics

Price Analytics for EBS

§  GUI Based Configuration §  Functional Setup Tool

§  Financials: Fixed Assets, Budgetary Analysis §  HR: Time & Labor, Payroll Analysis §  Projects: Resource Management, GL reconciliation §  CRM: Service Contracts, Price Analytics for EBS §  Procurement & Spend :Sourcing §  Supply Chain: Costing, Inventory Aging & Cycle Counts

Migrating and Upgrading to BI Apps 11g

• BI Apps 11.1.1.7.1 is ODI-only, and for Apps Unlimited customers (i.e. EBS, PSFT, Siebel - not Fusion Apps)

• Future patch release will support Fusion Apps sources • Plan is to also offer BI Apps 11g with Informatica ETL • Going forward, ODI releases will come first, INFA

will be a port of ODI mappings ‣ But INFA will be supported for foreseeable future

• No upgrade to BI Apps 11.1.1.7.1, so ideally for: ‣ New implementations ‣ Re-implementations

* As of Jan 2013, from Oracle Product Roadmap presentation. Subject to change.

Oracle BI Applications 11.1.1.7.1 Product Architecture

• All server-side BI Apps components now run within WebLogic Server Domain

• Web-based apps for configuring and controlling the ETL process

• ODI agent runs within WebLogic domain, uses WLS security etc

• ODI Console embedded in web apps, used for web-based detailed monitoring of loads

• ODI Studio available for developer tasks • No DAC - functionality now handled by ODI,

Configuration Manager and FSM • Option to use GoldenGate for trickle-feed loading

into staging area, remove issue of load windows

Differences in Data Loading Approach

OBIA 7.9.6.4

Source

Informatica Repository

Informatica Server

ODI Repository

Configuration Manager

Source

Target

OBIA 11.1.1.7.1 PS1

DAC Repository

Execution Plans are created/

stored in DAC

DAC tells INFA and Target DB

what to do

Target

ODI Agent tells DB

what to do

BI Apps 11.1.1.7.1 and GoldenGate

• Oracle’s cross-platform data replication (CDC) solution • Can be used in conjunction with BI Apps 11.1.1.7.1 and a new data layer called “Source-Dependent

Staging” ‣ Replica of source tables, held locally to BI Apps and with GG/ODI journaling

• Near-zero impact of ongoing data extraction ‣ No ETL batch load windows required ‣ Full reload without touching source

• Consistent CDC approach regardless of source ‣ Hard deletes in source generate GG events

• Potentially reduced ETL runtimes ‣ Transforms and loads all local in BI Apps DW schema ‣ Near real-time ETL possible ‣ 24x7 deployments

• Great enabler for cloud deployments

As Detailed in our OTN OBIA 11.1.1.7.1 “Cookbook”

• “Getting you started” article for BI Apps 11.1.1.7.1 on Windows x64 • Cookbook style - step-by-step, minimal steps to get a working system • Written by Mark Rittman and Kevin McGinley • Available on OTN, at

http://www.oracle.com/technetwork/articles/bi/ mcginley-bi-apps-1993643.html

Installation Steps - Overview

1. Use RCU to create OBIEE repository tables 2. Install OBIEE 11.1.1.7 using Enterprise Install type 3. Run OBIA RCU to create DW schema, BIA schema,

ODI repository etc - separate RCU version just for BI Apps 4. Install OBIA 11.1.1.7.1 incl. ODI into OBIEE middleware home 5. Apply OBIA patches using patch utility 6. Use Configuration Utility to extend WLS domain

to include OBIA applications 7. Upgrade WLS to 10.3.6 - now, rather than after OBIEE install 8. Run post-install config scripts 9. Configure ODI Studio to use WLS security, Wallet + LPG plugin

•  Uses WLS LDAP for users •  Configures ODI with required wallet file for credential access •  Installs Load Plan Generator plug-in for ODI Studio

Use of ODI 11g as the Embedded ETL Engine

• ODI, rather than Informatica, is used as the embedded ETL engine • Individual mappings are grouped into scenarios, the equivalent

of workflows in Informatica • Scenarios are then orchestrated into load plans, the equivalent

to execution plans in the DAC • ODI uses the target DW (Oracle initially) for the ETL tasks ‣ Actually “ELT”, for extract-load-transform

• ODI agent controls the process - equivalent to the DAC server • Configuration metadata is held in the ODI repository, and

in repository tables used by CM and FSM

New Admin Utilities - Configuration Manager and Functional Setup Manager

• Functionality of the DAC has been passed to three products ‣ ODI - for details on mappings, dependencies etc ‣ Configuration Manager - for system-wide configuration ‣ Functional Setup Manager - for app-specific configuration

• Deep integration between the tools • Faster deployment and configuration

Load Plans - BI Apps 11.1.1.7.1’s Equivalent to DAC Execution Plans

• Load plans were introduced with ODI 11.1.1.5, and are a way of orchestrating sets of compiled ETL steps • Steps can be run in parallel or sequence • Exceptions can be defined, to execute steps

on ETL failure • Load plans can be restarted, skipping previously

completed steps • Can run individual compiled interfaces, or

scenarios (equivalent to INFA workflows) • So how does ODI generate the particular load plan

required for a set of arbitrarily-selected fact groups?

The Load Plan Generator

• Load Plan Generator (LPG) is a JEE library installed into the WebLogic Domain alongside OBIEE, CM etc

• Automatically generate the optimal load plan for a set of fact groups • Called from the Configuration Manager web interface, or by developers

as a plug-in to ODI Studio • Uses fact > dimension FK relationships, and

then links back to staging tables and temp tables, to create the required load plan

Establishing an OBIA Instance

•  Configure Source(s)

•  Configure Target

•  Configure Global Parameters, Languages, Currencies

•  Identify Licensed Business Intelligence Applications

•  Run Domain Load Plans for Desired Licensed Business Intelligence Applications

Table Name Purpose

W_DOMAIN_MEMBER_G Stores domain members and values for each language

W_DOMAIN_MEMBER_G_TL Stores translated values for each domain member

W_DOMAIN_MEMBER_GS Staging table to incrementally update G & G_TL tables

W_DOMAIN_MEMBER_MAP_G Used at ETL run time to resolve source to target domain codes

W_DOMAIN_MEMBER_MAP_NUM_G Used at ETL run time to resolve source to target domain codes based on number ranges

Domain Tables in the Data Warehouse Schema

Configuring a Specific BI Application

•  Configure Offerings to be Implemented

•  Create Implementation Project

•  Assign Tasks, Set Due Dates, Etc.

•  Complete Configuration Tasks

Running an ETL Load

•  Create and Generate “Source Extract and Load” Load Plan

•  Execute Load Plan

•  Monitor Load Plan and Restart if Necessary

•  Access OBIEE Dashboards!!

BI Applications Roadmap

The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statements

Oracle BI Applications Current Releases and Roadmap

•  For Applications Unlimited customers •  ETL with Informatica •  New Manufacturing Analytics •  New Enterprise Asset Management Analytics •  New SLA support for EBS R12 (patch)

•  For SAP customers •  ETL with ODI •  Fin, Proc & Spend, Supply Chain Analytics

•  For Application Unlimited customers •  ETL with ODI •  New Student Information Analytics •  New Golden Gate option •  New content in all major products

•  Fusion & AU: release alignment •  ODI and Informatica : release alignment

•  New content: Talent Management, PLM Analytics integration, EAM enhancements, Student Analytics enhancements, EVM

•  New adapters: Procurement & Spend Analytics for JDE, Manufacturing Analytics for JDE, Supply Chain & Order Management Analytics for PeopleSoft

•  New cloud adapters: Adapters to Fusion CRM, HCM & ERP Cloud Services, Taleo adapter

•  Cost of Ownership Improvements: Data Lineage, ETL Validation, platform support

•  Endeca Extensions

•  BI Applications as Oracle Cloud Service

•  New content/modules: Continue to fill key content gaps based on customer demand

•  New cloud adapters: RightNow adapter, Eloqua adapter

•  Unstructured/big data analytic applications e.g. Customer 360

•  Continue user experience redesign by leveraging BI Foundation Suite platform developments incl Mobile App Designer

•  Additional cost of ownership improvements

BI Apps 7.9.6.4 January 2013

What’s Next 0-12 month planning cycle

Future Directions Post 12 month planning cycle

BI Apps 7.9.7.2 September 2012

BI Apps 11.1.1.7.1 May 2013

Questions

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configuring oracle business intelligence applications on oracle data integrator_a deep dive

oracle andor

bi applications new

premise oracle apps

eloqua bi applications

sole discretion of oracle

fusion applications

whats new

g allnew

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