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OBIA 7.9.6 INSTALLATION Oracle Business Intelligence Analytics E Business Suite R12 + Informatica 8x

This document was written in my spare time for all of you out there that would like to configure and use OBIA Oracle Business Intelligence Analytics, There are various ways that implementing OBIA Can be achived but I have found this the easiest , I am Using Windows Server 2003 to carry out this installation and its been tried and tested on a number of my clients. So good luck. 1.OBIA 7.9.6 2.Informatica 8.6.1 and Hotfixes. 3.DAC Database Administration Console 4. Running Full ETL 5. Notes and recommendations. Performance Optimization etc All files for OBIA are available from Oracle E Delivery. Start with Creating 3 Schema Users: I have used SQL Developer for this task. 1. INFO 2. DAC 3. OBIA INFO – stores informatica schema DAC – stores dac schema OBIA – stores data warehouse OBIA Tables. For OBIA user a role needs to be created and attached to user. Create role SSE_ROLE Grant connect to SSE_ROLE Grant resource to SSE_ROLE I Granted SSE_ROLE to all 3 users. I used sql Developer – Login with system username and create the users.

Right click on and Create the users.

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I have created the above user DAC and another one called INFO.

� Start Oracle Business Analytics Installation.

When the installation is complete, verify that the following directories or files are installed: •The dwrep folder. •The dwrep\DAC_metadata folder. •The Oracle BI Applications repository file named OracleBIAnalyticsApps.rpd in the OracleBI\server\Repository folder. •The Presentation Catalog in the OracleBIData\web\catalog folder. The Presentation Catalog is provided as a zipped file named EnterpriseBusinessAnalytics.zip and will need to be unzipped before it can be used.

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•The credentials required to log into the OracleBIAnalyticsApps.rpd file using the Oracle Business Intelligence Administration Tool are the following: ◦Username: Administrator ◦Password: SADMIN Why DAC and Informatica •DAC produces parameter files that are used by Informatica. If an execution plan fails in DAC and you want to debug the workflow by running it directly from Informatica, then the parameter file produced by DAC should be visible to Informatica. This is one reason for the requirement to co-locate the DAC and Informatica components as stated above C:\OracleBI\dwrep -- This is where installation files for Informatica and DAC Will Reside. Informatica Installation ------ This point Onwards Files - 2 zip files need downloading from EDelivery Here are the files unzipped INTO 1 DIRECTORY

SERVER Install pc861_win32_x86.zip , CLIENT Install pc861_client_win32_x86.zip

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Informatica Server Installation Unzip SERVER Install pc861_client_win32_x86.zip – Click on Install.bat Select Language

Click OK Click Next on Welcome Screen

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Click NEXT

There will be a key file in your initial unzip folder called Oracle_all_os_Prod.key. Browse for it and click Next.

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You will be shown the Installation Pre-Req’s… Click Next.. Click Next Again

Choose Install Directory . Click Next

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HTTPS Config : I Leave it all as default .. Click Next

Now the Installation will start so click Next

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As you can the installation is installing files.

If this is a brand new install a Informatica Domain will need to created.. Click Create New Domain and Click NEXT

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1.Fill in database URL : This is your database and port number 2. The user id is the user we created at the start of the document called info and enter its password 3. Database Service Name is your SID Click Test Connection.. It should say

Click ok then Click Next.

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All values are default / Enter a password and note it down for later. Click NEXT My Password is : oracle

Will install some objects

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This screen will appear. Uncheck the Box Run Informatica Services under a different user account. Click NEXT

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Copy the information in the Above window . Paste it into Notepad or Word p.s oraclew3 is my computer name. ----- Copied File ---- Installation Status : SUCCESS The PowerCenter 8.6.1 installation completed successfully. The information below summarizes the location of the installed products . For more information, see the debug log file at C:\Informatica\PowerCenter8.6.1\Informatica_Installation_Server_Debug.log Product Name : ------------------------ PowerCenter 8.6.1 Components : ------------------------ PowerCenter Services PowerCenter Data Analyzer PowerCenter Metadata Manager & Business Glossary Installation Directory : ------------------------ C:\Informatica\PowerCenter8.6.1 Shortcut Folder :

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----------------- Start > Programs > Informatica PowerCenter 8.6.1 > Services PowerCenter Services Configuration ---------------------------------------------- Administration Console URL : http://oraclew3:6001/adminconsole Domain Name : Domain_oraclew3 Gateway Host Name : oraclew3 Administrator User Name : admin Node Name : node01_oraclew3 Node Port Number : 6001 If you purchased PowerCenter Real Time Edition, you must configure the Informatica Orchestration and Human Workflow server after you install. To configure the Informatica Orchestration and Human Workflow server, run the script at C:\Informatica\PowerCenter8.6.1\OrchestrationServer\extras. ---- End of copied File Hit Done

This window will appear and disappear…. That’s that bit done. Now lets move onto Installing the Informatica Client Application

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Informatica Client Installation Unzip CLIENT Install pc861_client_win32_x86.zip – Double Click on Install.bat Again same as server select language

Click ok … Click next on Welcome Screen

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Click Next.. Click NEXT Again on Pre-Req’s

Choose Install Directory and click NEXT.

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Click Install..

Will come up with Installing…..

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Once it says SUCCESS… Wooohoo Lets move on click Next

Client is done no need to do launch anything . Click Done. That’s the Informatica Server and Client Install Done.

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Informatica Hot Fixes. We will apply a client hotfix and a Server Hotfix to Informatica 8.6.1 To do this we must stop the informatica Server

Goto Windows Services and stop the above service. Stop any other service which seems to be like an informatica service too….

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Informatica Server Hotfix Unzip pc861_HotFix11_win32_x86.zip this is the file from our original download from Oracle E Delivery. Double click Install.bat

Select Language and click ok do not close cmd window. On welcome screen click Next.

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Click OK as we did this earlier… Windows services.. Click Next

Apply Hotfix ------ Click Next

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Select existing Path. Click Next

Click Install

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Installation will commence

Once install is complete click Done.

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Informatica Client Hotfix 8.6.1 Unzip pc861_ pc861_HotFix11_Client.zip this is the file from our original download from Oracle E Delivery. Double click Install.bat

Select language click ok. Welcome Screen click NEXT.

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Click ok as we stopped services before installing server hotfix earlier on. Click NEXT

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Apply hotfix – Click NEXT

Select Path and Click Next.

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Click Install.

Once Successful Click Done.

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Informatica 8.6.1 Configuration Create Environment Variable Find the file - domains.infa Mine is located in location below. C:\Informatica\PowerCenter8.6.1\domains.infa Goto your desktop right click on my computer – Properties – Advanced

Click on Environment Variables

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Create a new System Environment Variable called INFA_DOMAINS_FILE and the variable value should be pointed to the parent directory of the file. This can also be pointed at the file itself, I have noticed then the Informatica toolsets are working correctly. Start Informatica Server. Start – Programs – Informatica Powercentre 8.6.1 � Services � Start Informatica Services.

You will notice in windows services that Informatica server has started.

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Open the Power Centre Administration Console Start – Programs – Informatica Powercentre 8.6.1 � Services � Power Centre Administration Console . Web Page.

Login with Username + Password During Installation of Informatica … Username |: admin / password what ever you chose… Click on Administration Console.

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If you have created your Environment Variable properly under Domain tab you will see a node else it will just say connecting. Informatica Repository Creation Run the Configuration Assistant

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Click Next

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The service name can be called : Oracle_BI_DW_Base Click on Configure Database Type

Fill in the username we created at the beginning of the document called info / password / and oracle database SID. And click OK Leave all else default and click next

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Informatica will create a repository Step 2 Integration Service

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Service Name: Oracle_BI_DW_Base_Integration_Service Click Next

Leave this default click OK

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This is lovely .. We have created a repository Click Finish

Click on Service make sure its running as above.. Informatica – OBIA File Restore We have to copy the files from our OBIA Install to some informatica folders. Copy files Source Files (All Files) From : C:\OracleBI\dwrep\Informatica\SrcFiles To : C:\Informatica\PowerCenter8.6.1\server\infa_shared\SrcFiles

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Copy files Lookup Files (All Files) From : C:\OracleBI\dwrep\Informatica\LkpFiles To : C:\Informatica\PowerCenter8.6.1\server\infa_shared\LkpFiles Copy Repository to Informatica (Oracle_BI_DW_Base.rep) From : C:\OracleBI\dwrep\Informatica\Repository To: C:\Informatica\PowerCenter8.6.1\server\infa_shared\Backup Now we have to alter a file called powrmart.ini Change the ValidateDataCodePages parameter to No in the powermart.ini file located in C:\Informatica\PowerCenter8.6.1\client\bin Original :

Change to

Save change. Shutdown by stopping Informatica Services Then restart all Informatica Services. Log back into the Power Centre Administration Console. Goto Domain and Click on Oracle_BI_DW_Base – Properties tab on right

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Here we want to alter the General Properties – Operating Mode from Normal to Exclusive.

Click OK

Click Yes to Restart.

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Click OK

This is what you want to see after a minute or so. Repository is now running in Exclusive Mode.

Goto Actions and click on Delete contents on the drop down menu

Fill in Repository Username + Password mine was admin/password same as previous times throughout this document

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Once the Action status for delete contents : Succeeded we can move to the next step/ Click Close. Click on Actions Again this time select Restore Contents

It will show us our OBIA Informatica Repository we copied over earlier tick the restore as new box and click OK.

Once complete Action Status = Succeeded.

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Click Close.

Select Operatingmode = Normal and Restart.

The Repository is running in Normal Mode. – The Service is Running. That’s it informatica is ready to pull and Push…

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Installing DAC Console Download DAC Console from E Delivery Oracle – Under Oracle Business Intelligence Windows Pack. Run Setup.exe

Wait for Installation to Start.

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Click NEXT

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Specify Installation Location. I specified a New Install Location. SO that it creates a new home.

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Click NEXT

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Choose Informatica 8.x Click Next

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Specify Informatica install locations. C:\Informatica\PowerCenter8.6.1 C:\Informatica\PowerCenter8.6.1\domains.infa Click NEXT

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Ignore the Checking Service Pack. Click Continue

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Click Install

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Click Finish File Copy and Paste

If you are using Oracle database 11g, find the directory where Oracle is installed. Copy the file named ojdbc6.jar in the jdbc\lib directory and paste it in the \dac\lib directory

We need to create an ODBC Connection to The oracle Database. At the Beginning of the document we created a user called DAC we want to connect to this user.

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I have one here called ORCL. I can use this.

If PowerCenter Services 8.6.1 has been installed on the same machine as the DAC Client and PowerCenter Client 8.6.1, copy the pmcmd.exe and pmrep.exe from the PowerCenter 8.6.1\server\bin directory to PowerCenter 8.6.1\client\bin directory

DAC Metadata Files That Need to Be Copied from OBIA Installation Directory

CLIENT

Export folder all files and folders

From :OraclelBI\dwrep\DAC_metadata\DAC_Client\export

To: For example: C:\orahome\10g<version>\bifoundation\dac\export

deletetriggers.list

From : OraclelBI\dwrep\DAC_metadata\DAC_Client

To: C:\orahome\10g<version>\bifoundation\dac\conf

SERVER

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parameterfileOLTP.txt

parameterfileDW.txt

From : OraclelBI\dwrep\DAC_metadata\DAC_Server

To: C:\orahome\10g<version>\bifoundation\dac\Informatica\parameters\input All done. First time we run DAC we need to configure a connection to the database.

Start DAC Console – Start Programs Etc

Click Configure

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Create Connection – Next

Fill in the Database Details. You might need to create a Authentication file . The process is quite simple. Just follow the Instructions. Click Test Connection

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You should see this , That’s good we have a connection to the database so DAC can create a repository.

You should go back to login screen enter dac username and password

Click Login

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Click Yes.

Enter Administrator / Administrator

Click OK

Yes

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We are now in the DAC Console.

To import metadata into the DAC Repository

1. In DAC, select Tools, then DAC Repository Management, then Import to display the Import dialog box.

Make sure that the correct \DAC\export\ directory is displayed at the top of the dialog box

2. Select the Logical Check Box and System Check Box

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Application List : Select Universal Check Box. / Also Check Oracle Apps Version

Select Truncate Repository Check Box

Select Enable Batch Mode Check Box

Click OK

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Fill in the Box and Click Yes

You will be presented with a List Of Tables that look like OBIA Subject Areas.

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Creating DAC Warehouse Tables

To create data warehouse tables

1 In DAC, select Tools, then ETL Management, then Configure.

For this login to DAC – Administrator/Administrator

2. In the Sources dialog box, select the database platform for the target data warehouse and source transactional database.

3. Click OK to display the Data Warehouse Configuration Wizard.

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4. Select the Create Data Warehouse Tables check box, and click Next.

The Data Warehouse tab is active.

Leave Container Blank.

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Fill in details as above this process does rely on the ODBC Connection being present. Also Role SSE_ROLE must be created. Click Start for DAC to create Analytics Warehouse Tables.

This is what you want to see . Success . Click Finish I checked in SQL Developer logging in as OBIA and there are loads of Tables present

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Configuring the Connection Between the DAC Server and DAC Repository

To configure the connection between the DAC Server and the DAC Repository using the DAC Client

1. In DAC, select Tools, then DAC Server Management, then DAC Server Setup.

Note: The DAC Repository that you connect to using the DAC Client is the one that will store the DAC Server repository connection information that you will specify in this procedure. A confirmation dialog box asks you to confirm that you want to configure the DAC Repository connection.

2. Click Yes to display the Server Configuration dialog box.

If you have configured OBIA like me where both the DAC Client and Server is on the same machine then click Populate from Preconfigured client Connection.

Connection is OK – Close - Save

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Start DAC Server

Start the DAC Server if not already done so.

On Windows, start the DAC Server by double-clicking the \DAC\startserver.bat script.

Setting up DAC System Properties this where we will connect to informatica and select our E Business Suite Source system database and stuff

4.14.1 Setting DAC System Properties

Log in to DAC. From the Views menu, select Setup, then DAC System Properties.

DAC Server Host - localhost

DAC Server OS – Windows (As im Running Windows 2003 Server)

InformaticaParameterFileLocation :-C:\Informatica\PowerCenter8.6.1\server\infa_shared\SrcFiles

Make Sure DAC Server is running

This icon is DAC Client should be Yellow

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Registering Informatica Services in DAC

In DAC, navigate to the Setup view, and then click the Informatica Servers tab

Modify the record with Name = INFORMATICA_DW_SERVER

Name: Oracle_BI_DW_Base_Integration_Service

Service: Oracle_BI_DW_Base_Integration_Service

Domain: Domain_oraclew3

Login pwd / Administrator/Administrator

Repository Name : Oracle_BI_DW_Base

Click Test Connection

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Click ok as The DAC Server is running and is communicating with Informatica Server.

Modify the record with Name = INFORMATICA_REP_SERVER

Name is taken from the running integration service from informatica

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Repository Name as above

Host name : Localhost or computer name.

Username/Pwd – Administrator/Administrator.

Setting Physical Data Sources

This is where we are making a connection to the Oracle Apps Database.

Here we have to setup OUR Connection information for the OBIA Warehouse which is our target and Source which will be E Business Suite 12 for me.

So the first connection has to be called DataWarehouse.

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Fill in Details – Test Connection and Save

The Next Connection is a Source Connection so that we can connect to Ebusiness Suite as that is our Source which here for me is ORA_R12

Again fill in details Save and Test. Point towards Oracle Applications database with user apps/apps worked for me.

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Informatica Workflow Manager Connection

Login to Informatica Workflow Manager Client Tools

If you have not got a repository then set one up … The repository name is your informatica server repository name. You need to create a connection for:

• each transactional (OLTP) database, • and for the Oracle Business Analytics Warehouse (OLAP) database.

Once logged in click on to create two oracle connections. If you cant login . Make sure you have the Environment Variable setup that we did in the earlier steps within Windows.

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Example for the DataWarehouse:

Where:

• code page is the code page of the oracle database • connect string is the TNSNAMES entry for the Oracle Database

Create another connection for the EBS Source Information For the EBS target:

• Name: ORA_12 • User: system • Connect String: ebs12

The name of the relational connection must match the name entry in the set up “Physical Data Source” tab of the DAC Client

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Create a Container within DAC and run a Full ETL Load

Datawarehouse is Empty we need to fill it up with some Data

The ETL processes for Oracle BI Applications are created and managed in DAC.

This section uses an example to show you how to get started quickly with running a full load ETL. In this example, you have installed Oracle HR,Financial Analytics with an Oracle EBS OLTP data source, and you want to load OLTP data for the subject area HR, as follows:

Create a Container.

File � New Source System Container

Click OK

Should Say Completed Succesfully once complete.

After The container is created you can change the source system parameters Lang settings and so on…

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In the Design/Setup view, you may still display the Properties tab and verify them.

Then Display the Execute view, and display the Execution Plan tab.

Click New, display the Edit tab, and use the Name field to specify a name for the ETL process.Save

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Display the Subject Areas tab and click Add/Remove to display the Choose Subject Areas dialog box.

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Select the new container that you created in the create container section from the container drop-down list at the top of the Choose Subject Areas dialog box.

Select HR Subject Areas, click Add, then click OK.

Display the Parameters tab, and click Generate.

On the Parameters tab, edit the parameters as follows:

Edit the value of DBConnection_OLAP and set it to the same value as the name of the OLAP database that you specified in the Physical Data Source dialog box (for example, DataWarehouse).

Edit the value of DBConnection_OLTP and set it to the same value as the name of the OLTP database that you specified in the Physical Data Source dialog box (for example, ORA_R12).

If there is a FlatFileConnection parameter, edit the value of FlatFileConnection and set it to the same value as the name of the flat file data source that is specified in the Physical Data Source dialog box (for example, ORA_R12_Flatfile).

On the Execution Plans tab, click Build

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On the Execution Plans tab, click Run Now. DAC will perform a full load for HR or whatever subject area you have chosen.

Use the Current Run tab to check the status of the ETL if run or not.

After all this you can create a schedule under scheduler

Notes and Problems:

Duplicate rows in per_all_people_f

Select * from per_all_people_f WHERE person_id = 6272;

You must then correct the second line with the value 07-FEB-02 for the effective_start_date. Or a date that works with a date track.

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Performance Considerations

Optimizing Performance

This section contains additional suggestions for optimizing performance for Oracle databases.

• Oracle BI Applications under Oracle support only binary sorting. If you are running an Oracle client, do one of the following:

• Set the NLS_SORT parameter to BINARY. • Choose a NLS_LANG setting that includes binary.

These settings are required for adequate performance from the dedicated Web client.

• Make sure that cost-based optimization is enabled in the Oracle development, test, and production databases and that statistics are kept up to date. Otherwise, the rule-based optimizer may be used.

• Create foreign keys in the Oracle database, but configure Oracle to not enforce the foreign key relationship. The existence of foreign keys will allow Oracle to better optimize certain queries. By turning off enforcement, the database load should not be negatively affected.

• Analyze application for occurrences of highly skewed data that is indexed. Create histogram statistics for these indexes to enable the optimizer to better perform queries.

• Make sure the temporary tablespace has adequate space. • Set the number of log file groups to 4. • Set the size of each log file to 10 MB.

SDU and TDU

To increase data throughput between Oracle BI Server and Oracle, change SDU and TDU settings in listener.ora. The default is 2 KB and can be increased to 8 KB.

• On the server side, edit the listner.ora file. Under the particular SID_LIST entry, modify SID_DESC as follows:

SID_LIST_LISTENER = SID_LIST = SID_DESC = (SDU=16384)(TDU=16384) ORACLE_HOME = /.....) SID_NAME = SOLAP) ) )

• On the client side, edit the tnsnames.ora file. Modify the TNS alias by adding SDU= and TDU= as follows:

myhost_orcl.world= DESCRIPTION=(SDU=16384)(TDU=16384) ADDRESS = (PROTOCOL = TCP)(HOST=myhost)(PORT=1521)) CONNECT_DATA=(SID=ORCL))

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More Configuration Notes

To configure the Business Analytics Data Warehouse on Oracle databases more easily, refer to the parameter template files init10gR2.ora and init11g.ora. These files are located in

<DRIVE>:\<BI Applications install directory>\dwrep\Documentation\.

The parameter template files provide parameter guidelines based on the cost-based optimizer for Oracle 10g and 11g.

Copy the appropriate template file into your $ORACLE_HOME/dbs directory. Then, review the recommendations in the template file, and make the changes based on your specific database configuration. The database administrator should make changes to the settings based on performance monitoring and tuning considerations.

Note: The NLS_LENGTH_SEMANTICS parameter enables you to define byte- or character-length semantics. Oracle BI Applications supports BYTE and CHAR values for this parameter. You can add this parameter to the init10gR2.ora and init11g.ora files if you are using MLS characters.

Tablespace Considerations

During the Oracle Business Analytics Warehouse configuration process, when you create the data warehouse tables, “Creating Data Warehouse Tables,” you can create tables in one tablespace and indexes in another tablespace. However, for performance reasons, it is recommended that you create tablespaces as described below

Tablespace Name

List of Tables

DIM_STG W_*DS

FACT_STG W_*FS

DIM W_*D and W_*MD

FACT W_*F

AGG W_*A

OTHER Remaining W* tables

DIM_INDX Indexes of W_*D tables (for example, other tables would include W*G and W*GS tables)

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FACT_INDX Indexes of W_*F tables

OTHER_INDX

Remaining indexes of W* tables