oow2013 rittman configuring biapps

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  • 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 Oracles 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

    Whats 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

    Oracles 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 11.1.1.7.1s 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.

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  • 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.

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  • 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.

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  • 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 Oracles 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

    Whats 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