CON9420: Configuring Oracle Business Intelligence Applications on Oracle Data Integrator: A Deep Dive Hari Cherukupally Oracle Mark Rittman Rittman Mead Kevin McGinley Accenture
Safe Harbor Statements The following is intended to outline our general product direction. It is intended for information purposes only, 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 The following is intended to outline our general product direction. It is intended for information purposes only, 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.
Program Agenda
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Oracle BI Applications Overview
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Oracle BI Applications 11g Overview
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Installation & New Architecture Architecture
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Configuration & Data Load Walkthrough
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Future Roadmap
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Q&A
Introducing the Speakers
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Hari Cherukupally, Oracle Corporation
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Mark Rittman, Rittman Mead
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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
Oracle BI Apps: Deeper than Dashboards 1.
Pre-Built Analytic Warehouse
2.
• Business Analytics Warehouse • Over 300 star schemas • Designed for analysis and reporting
3.
Best Practice Metrics • Over 10,000 metrics • Additional pre-defined calculations • Based on best practices
Certified Application Integration • Pre-mapped integration • Fusion, EBS, PSFT, SEBL , JDE, IBM • Role-based Security
4.
Role-Based Dashboards • Over 500 Dashboards and Pages • Over 3,000 reports • Across Lines of Business
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? !
Student Information Analytics
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Price Analytics for EBS
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New Applications & Adapters
Oracle GoldenGate
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
New Content Enhancements
Oracle Data Integrator
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GUI Based Configuration Functional Setup Tool
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
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
Execution Plans are created/ stored in DAC
DAC Repository
DAC tells INFA and Target DB
C A D
OBIA 7.9.6.4
OBIA 11.1.1.7.1 PS1
Source
Source
Informatica Server
Target
Configuration Manager t I n D e O g A
Informatica Repository
Target
ODI Repository
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
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
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 t he 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 !
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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
Steps •
Configure Source(s)
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Configure Target
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Configure Global Parameters, Languages, Currencies
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Identify Licensed Business Intelligence Applications
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Run Domain Load Plans for Desired Licensed Business Intelligence Applications
Domain Tables in the Data Warehouse Schema 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
Configuring a Specific BI Application
Steps •
Configure Offerings to be Implemented
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Create Implementation Project
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Assign Tasks, Set Due Dates, Etc. Complete Configuration Tasks
Running an ETL Load
Steps •
Create and Generate “Source Extract and Load” Load Plan
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Execute Load Plan
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Monitor Load Plan and Restart if Necessary
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Access OBIEE Dashboards!!
BI Applications Roadmap
Safe Harbor Statements 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.
Oracle BI Applications Current Releases and Roadmap BI Apps 7.9.6.4 January 2013 • • • • •
For Applications Unlimited customers ETL with Informatica New Manufacturing Analytics New Enterprise Asset Management Analytics New SLA support for EBS R12 (patch)
BI Apps 7.9.7.2 September 2012 • For SAP customers • ETL with ODI • Fin, Proc & Spend, Supply Chain Analytics
BI Apps 11.1.1.7.1 May 2013 • For Application Unlimited customers • ETL with ODI New Student Information Analytics
What’s Next 0-12 month planning cycle • 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
Future Directions Post 12 month planning cycle • 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
Questions
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