configuring oracle business intelligence applications on oracle data integrator_a deep dive
TRANSCRIPT
CON9420: Configuring Oracle Business Intelligence Applications on Oracle Data Integrator: A Deep Dive Hari Cherukupally Oracle Mark Rittman Rittman Mead Kevin McGinley Accenture
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 2
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
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3
Program Agenda
§ Oracle BI Applications Overview § Oracle BI Applications 11g Overview § Installation & New Architecture § Configuration & Data Load Walkthrough § Future Roadmap § Q&A
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 4
Introducing the Speakers
§ Hari Cherukupally, Oracle Corporation
§ Mark Rittman, Rittman Mead
§ Kevin McGinley, Accenture
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5
Oracle BI Applications Overview
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 6
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
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 7
Pre-Built Analytic Warehouse 1. • Business Analytics Warehouse • Over 300 star schemas • Designed for analysis and reporting
2.
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 : [email protected] 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...?
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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.
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
Differences in Data Loading Approach
OBIA 7.9.6.4
Source
Informatica Repository
Informatica Server
ODI Repository
Configuration Manager
OD
I A
gent
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
DA
C
ODI Agent tells DB
what to do
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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?
T : +44 (0) 8446 697 995 E : [email protected] W: www.rittmanmead.com
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
Copyright © 2013 Accenture All rights reserved. 21
• 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
Steps
22 Copyright © 2013 Accenture All rights reserved.
23 Copyright © 2013 Accenture All rights reserved.
24 Copyright © 2013 Accenture All rights reserved.
25 Copyright © 2013 Accenture All rights reserved.
26 Copyright © 2013 Accenture All rights reserved.
27 Copyright © 2013 Accenture All rights reserved.
28 Copyright © 2013 Accenture All rights reserved.
29 Copyright © 2013 Accenture All rights reserved.
30 Copyright © 2013 Accenture All rights reserved.
31 Copyright © 2013 Accenture All rights reserved.
32 Copyright © 2013 Accenture All rights reserved.
33 Copyright © 2013 Accenture All rights reserved.
34 Copyright © 2013 Accenture All rights reserved.
35 Copyright © 2013 Accenture All rights reserved.
36 Copyright © 2013 Accenture All rights reserved.
37 Copyright © 2013 Accenture All rights reserved.
38 Copyright © 2013 Accenture All rights reserved.
39 Copyright © 2013 Accenture All rights reserved.
40 Copyright © 2013 Accenture All rights reserved.
41 Copyright © 2013 Accenture All rights reserved.
42 Copyright © 2013 Accenture All rights reserved.
43 Copyright © 2013 Accenture All rights reserved.
Copyright © 2013 Accenture All rights reserved. 44
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
45 Copyright © 2013 Accenture All rights reserved.
Configuring a Specific BI Application
Copyright © 2013 Accenture All rights reserved. 47
• Configure Offerings to be Implemented
• Create Implementation Project
• Assign Tasks, Set Due Dates, Etc.
• Complete Configuration Tasks
Steps
48 Copyright © 2013 Accenture All rights reserved.
49 Copyright © 2013 Accenture All rights reserved.
50 Copyright © 2013 Accenture All rights reserved.
51 Copyright © 2013 Accenture All rights reserved.
52 Copyright © 2013 Accenture All rights reserved.
53 Copyright © 2013 Accenture All rights reserved.
54 Copyright © 2013 Accenture All rights reserved.
55 Copyright © 2013 Accenture All rights reserved.
56 Copyright © 2013 Accenture All rights reserved.
57 Copyright © 2013 Accenture All rights reserved.
Running an ETL Load
Copyright © 2013 Accenture All rights reserved. 59
• Create and Generate “Source Extract and Load” Load Plan
• Execute Load Plan
• Monitor Load Plan and Restart if Necessary
• Access OBIEE Dashboards!!
Steps
60 Copyright © 2013 Accenture All rights reserved.
61 Copyright © 2013 Accenture All rights reserved.
62 Copyright © 2013 Accenture All rights reserved.
63 Copyright © 2013 Accenture All rights reserved.
64 Copyright © 2013 Accenture All rights reserved.
65 Copyright © 2013 Accenture All rights reserved.
66 Copyright © 2013 Accenture All rights reserved.
67 Copyright © 2013 Accenture All rights reserved.
68 Copyright © 2013 Accenture All rights reserved.
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 69
BI Applications Roadmap
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 70 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 70
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
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 71
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
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 72 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 72
Questions
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 73
Graphic Section Divider
Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 74