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Action Framework A Practical Guide To The Galaxy Kevin McGinley ([email protected])

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OBIEE Action Framework Guide

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  • Action FrameworkA Practical Guide To The GalaxyKevin McGinley ([email protected])

  • Action Framework, As Advertised

    Copyright 2012 Accenture All Rights Reserved.

    Insight Action

  • What Do We Use It For?

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  • Action Framework, As Advertised

    Copyright 2012 Accenture All Rights Reserved.

    Insight Action

  • Action Framework, Co-Opted

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    Insight

    Beam me up to another

    application, Scotty

  • Action Framework, Co-Opted Again

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    Insight

    Let me do something you

    didn't ETL, Scotty

  • Action Framework, Co-Opted Yet Again

    Copyright 2012 Accenture All Rights Reserved.

    InsightLet me do

    something you did ETL, Scotty

  • Contents

    Integrating with ERP Short-Cutting ETL Integrating with ETL One More Thing...

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  • Integrating with ERP

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  • Integration Options

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    Navigate from EBS to OBIEE

    Navigate to EBS from

    OBIEE

    Navigate to EBS from

    OBIEE (with parameters)

    Initiate EBS workflow from

    OBIEE

    Action FrameworkRequired

  • Navigate Overview

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    EBS config for OBIEE

    OBIEE config for

    EBS

    EBS Forms config

    AF EBS config

    Action

    Metalink Note: Integrating Oracle Business Intelligence Applications with Oracle E-Business Suite [ID 1343143.1]

    OBIEE 11g Integrators GuideEBS R12 base install does not require any patches for this functionality to work. EBS 11i will require patchset 5473858 (which is 11i.ATG_PF.H.delta.5)

  • EBS Config Overview

    Create EBS Function(s) for OBIEE Create EBS Menu with OBIEE Function Assign Menu to Responsibility (New or Existing) Assign Responsibility to a User Create a System Profile for Responsibility

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  • EBS Config

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    Create functions for OBIEE dashboards and Answers, if desired.

  • EBS Config

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    Enter the full host and port names for OBIEE.

  • OBIEE Config Overview

    Add Connection Script to Init Block Connection Pool Create Authentication Init Block and Session Variables Update AuthenticationSchemas.xml with EBS ICX

    Authentication Cookie Name and Session Variable Name Update InstanceConfig.xml Authentication Tags

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  • OBIEE Config

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    EBS_RESP_ID, EBS_RESP_APPL_ID, EBS_SEC_GROUP_ID, EBS_RESP_NAME, EBS_USER_ID, EBS_EMPLOYEE_ID, USER

  • OBIEE Config

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    authenticationschemas.xml

    instanceconfig.xml

    TIP: Log into EBS and type javascript:document.write(document.cookie) in the address bar to get nameInSource.

  • EBS Forms & AF Config Overview

    Edit ActionFrameworkConfig.xml to Enable EBS Identify Form Parameters to Pass Create a Trigger Event on the Form Create OBIEE Action

    Copyright 2012 Accenture All Rights Reserved.

  • ActionFrameworkConfig.xml

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    \user_projects\domains\bifoundation_domain\config\fmwconfig\biinstances\coreapplication

  • Form Parameters

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  • Create Trigger

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    This value goes into a parameter in the action.

  • Create Action

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    It's a good idea to fix and/or hide the Function Code and Connection Pool.

    Once attached to a report, pass a column on the report to the parameter.

  • Demo

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  • Call EBS Workflow - Overview

    Install and enable the Integrated SOA Gateway Apply numerous EBS patches for Integrated SOA Gateway Expose a service and assign it to user(s) Test exposed web service with SoapUI or similar tool Make sure proper EBS parameters are exposed in Soap

    Header Use SOA Monitor UI tool to diagnose errors in EBS Add proper credentials to credential store Validate SOAP policies Create OBIEE Action

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  • Short-Cutting ETL

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  • Practical Possibilities

    Currency Conversion On-demand translation of a

    single value versus storing and updating exchange rates

    External Data Sources Call out to external data on-

    demand instead of capturing on a scheduled basis

    Geo Whois Financial Government (Census) Healthcare (ICD-9, Hick-Picks) General Conversions

    Informational Attributes Call non-analytical attributes

    from other applications instead of storing dozens or hundreds of barely used attributes

    Language Translation Conversion of text/description

    fields to another language

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    On-demand!

  • AF JavaScript vs Web Service

    Pros: AF Browser Script Parameter

    Functionality Offers great flexibility when

    dynamically interacting with external websites and web services

    Also valuable dynamically linking to internal websites

    Cons: Requires custom scripting and

    basic JavaScript skill set No default OBIEE display

    results options

    Copyright 2012 Accenture All Rights Reserved.

    Pros: AF Browser Script Parameter

    Functionality Native OBIEE call & result

    option Cons: Requires wsdl's (and well

    structured ones at that) Limited interactivity/

    manipulation of values returned

  • Real Time Currency Conversion

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    Calculate currency conversion rates and target currency values in real time.

    Feed product prices or other report parameters directly to 3rd party web services http://www.webservicex.net/CurrencyConvertor.asmx/

    ConversionRate?FromCurrency=USD&ToCurrency=EUR http://currencies.apps.grandtrunk.net/getlatest/USD/EUR

  • Browser Setup

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    Anytime you begin leveraging interactive functionality in JavaScript youll need to adjust security settings. Turn off pop-up blocker

    Add OBIEE as a trusted site and enable cross domain AJAX calls You can add a trusted site in IE via the Tools | Internet Options

    | Security tab. Then you can set the security for trusted site via the Custom level | Miscellaneous section. You'll see that, by default, the "Access data sources across domains" option is set to Prompt. However, Prompt is unsatisfactory because it will interrupt any current application that is running with a message box, asking the user to confirm that they want access to the service. Instead, set the option to Enable.

  • The Script - Key Parts

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    AF Browser Scripts calls are broken into 2 functions. The first function manages the parameters passed from OBIEE

    Action Framework to the JavaScript file for processing. The second function actually calls the web service, captures the

    result, performs a calculation and opens an internet window to display results.

    /user_projects/domains/bifoundation_domain/servers/bi_ server1/tmp/_WL_user/analytics_11.1.1.2.0//war/res/b_mozilla/actions/UserScripts.js

  • The Script (cont.)

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  • The Script (cont.)

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  • Action

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  • Demo

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  • Integrating with ETL

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  • Practical Possibilities

    Micro ETL Run filtered ETL job on-demand instead of running for all data on a

    frequent scheduled basis Use Cases Financial adjustments during month-end-close Latest sales updates during a brief campaign to gauge demand Process recently-updated semi-structured data set (spreadsheet) Any potential for near-real-time that is hard to schedule or can be

    segmented by dimensional values

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    On-demand!

  • Overview with ODI

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    Action Framework

    ODI Run-Time

    ServicesScenario

    Interface

    Variable

  • ODI Configuration

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    ODI Run-Time Services Overview Installation Components Extending the Web Logic Domain Verifying ODI Java EE Agent deployment Configure ODI Topology with Java EE Agent Example ETL and Variable Testing the OdiInvoke Web Service with SoapUI Kicking off the ETL from OBIEE

  • Installation Components

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  • Extend WLS Domain

    [HOME]/Oracle_ODI1/common/bin/config.bat Extend existing domain Select domain directory (bifoundation_domain if OBIEE) Check Oracle Data Integrator Agent (JRF auto-checked) Complete the wizard specific to your environment

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    http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/odi/odi_11g/setup_jee_agent/setup_jee_agent.htm

  • Verify Deployment

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  • Configure ODI Topology with Agent

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    Physical

    Logical

  • Example ETL and Variable

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  • Test ODiInvoke Web Service

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    SoapUI gives us an easy layout of the request and the ability to test it out by putting in parameters where instructed.

  • XML Request Template with Parameters

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    REQUEST TEMPLATE:

    ? ? ? ? ? ? true ? ? ? ? 5

    SAMPLE REQUEST WITH PARAMETERS:

    SUPERVISOR SUPERVISOR WORKREP UPDATESTOREREVENUE 001 ODI_DEMO_CONTEXT true ? ? WS_DEMO.OFFICE Madison OBIEE passes in the value of the variable here 5

  • Create Action

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  • Create Action

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  • Demo

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  • One More Thing...

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  • Action Menu Using OBIEE Presentation Web Services

    Create an agent for the given report writeIBot() method

    Execute existing agent for the given report executeIBotNow() method

    Subscribe to an existing agent for the given report subscribe() method

    Unsubscribe to an existing agent for the given report unsubscribe() method

    Retrieve information about a column on the report describeColumn() method

    Create a copy of the given report in the user's My Folder copyItem() method

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  • Use JavaScript to...

    Call logon() method and capture sessionID

    Call desired presentation web service and pass sessionID

    Call logoff() method and pass sessionID

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