UGF9944 Rittman

UGF9944 Overview of Oracle BI Apps 11.1.1.7.
1 Mark Rittman, CTO, Rittman Mead Oracle Openworld 2013, San Francisco, September 2013
T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com
Saturday, 28 September 13
About the Speaker

Mark Rittman, Co-Founder of Rittman Mead Oracle ACE Director, specialising in Oracle BI&DW 14 Years Experience with Oracle Technology Regular columnist for Oracle Magazine Author of two Oracle Press Oracle BI books Oracle Business Intelligence Developers Guide Oracle Exalytics Revealed Writer for Rittman Mead Blog : http://www.rittmanmead.com/blog Email : mark.rittman@rittmanmead.com Twitter : @markrittman
T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India)
E : info@rittmanmead.com W : www.rittmanmead.com
About Rittman Mead

Oracle BI and DW Gold partner World leading specialist partner for technical excellence, solutions delivery and innovation in Oracle BI Approximately 80 consultants worldwide All expert in Oracle BI and DW Offices in US (Atlanta), Europe, Australia and India Skills in broad range of supporting Oracle tools: !OBIEE, OBIA !ODIEE !Essbase, Oracle OLAP !GoldenGate !Endeca
What are the Oracle BI Applications?

Pre-built and pre-integrated horizontal and industry-specific applications built around OBIEE Provides pre-built ETL, conformed dimensional data warehouse, RPD and Catalog Covers Oracle EBS, Peoplesoft, Siebel, SAP and Fusion Applications
! Financials ! HR ! Procure & Spend ! Projects ! Supply Chain ! Order Management ! Sales ! Marketing ! Service ! Contact Center ! Price ! Loyalty
Integrated Analytic Apps
! Hyperion Planning ! Hyperion Close ! Budgeting & Forecasting ! Profitability Management
Run 5-10X Faster Leverage Built-In Best Practices
! Communications ! Healthcare ! Retail ! Financial Services
Oracle BI Applications Packaging

BI Apps is sold as a series of analytic applications - Financial Analytics, HR Analytics etc Vertical apps for pharma, banking etc also available OBIEE, Oracle Database and ETL tool have to be licensed separately Customers typically license 3-4 applications, then build out from there
Role-Based, Best Practice Dashboards and Reports

BI Apps delivers an integrated RPD that maps DW structures into 3-layer OBIEE model Can be customized or extended by the customer - design patterns and quick-start elements Suite of best practice reports and dashboards, based around BI Apps analytic apps Built on OBIEE 11g (since BI Apps 7.9.6.3), can also make use of BI Mobile, Scorecard, Essbase etc
Pre-Defined ETL Routines from EBS, PSFT, Siebel, JDE, SAP

Integrated, conformed dimensional data warehouse Deployable on Oracle, MS SQL, IBM DB/2 and Teradata Uses embedded ETL tool (historically Informatica) to load data from sources to DW Staging tables and presentation tables Allows modular deployment Lowest grain of information Prebuilt aggregates History tracking Indexing
Oracle BI Apps 7.9.x and Earlier

Historically, BI Apps has used Informatica PowerCenter as the embedded ETL tools !Controlled and orchestrated by DAC (Data Warehouse Administration Console) Loosely-coupled integration that can be complex to set up, but otherwise works well BI Apps ships with pre-defined INFA mappings, which are then called as tasks within execution plans This option will continue - but now there is also the option to use ODI 11g
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 !Informatica support coming soon 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...?
New Content in BI Apps 11.1.1.7.1

Two new analytic applications: !Student Information Analytics !Indirect Spend Analytics New content for existing applications !Financial Analytics !HR Analytics !Project Analytics etc Dashboards and analyses updated for 11g !Performance tiles !Trellis charts !Hierarchical columns etc
BI Apps 11.1.1.7.1 Source System Support
* As of Jan 2013, from Oracle Product Roadmap presentation. Subject to change.
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 INFA Going forward, ODI releases will first, INFA will be a port of ODI mappings !But INFA will still be supported going forward No upgrade to BI Apps 11.1.1.7.1, so ideally for: !New implementations (e.g. green field) !Re-implementations
* As of Jan 2013, from Oracle Product Roadmap presentation. Subject to change.
7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)
7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

So how does one choose between 7.9.6.x and 11.1.1.7.x for new implementations?
7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

So how does one choose between 7.9.6.x and 11.1.1.7.x for new implementations? At the moment, choice is driven by ETL tool preference !If you want Informatica - go with 7.9.6.x !If you want ODI - go with 11.1.1.7.x !(and if you want to load from Fusion Apps - go with 11.1.1.7)
7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

So how does one choose between 7.9.6.x and 11.1.1.7.x for new implementations? At the moment, choice is driven by ETL tool preference !If you want Informatica - go with 7.9.6.x !If you want ODI - go with 11.1.1.7.x !(and if you want to load from Fusion Apps - go with 11.1.1.7) From 11.1.1.7.x PS2 onwards, Informatica should also be available
7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

So how does one choose between 7.9.6.x and 11.1.1.7.x for new implementations? At the moment, choice is driven by ETL tool preference !If you want Informatica - go with 7.9.6.x !If you want ODI - go with 11.1.1.7.x !(and if you want to load from Fusion Apps - go with 11.1.1.7) From 11.1.1.7.x PS2 onwards, Informatica should also be available So then more down to known-and-tested vs. new-and-more-features
7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

So how does one choose between 7.9.6.x and 11.1.1.7.x for new implementations? At the moment, choice is driven by ETL tool preference !If you want Informatica - go with 7.9.6.x !If you want ODI - go with 11.1.1.7.x !(and if you want to load from Fusion Apps - go with 11.1.1.7) From 11.1.1.7.x PS2 onwards, Informatica should also be available So then more down to known-and-tested vs. new-and-more-features Going forward, 11g should support all sources, and both ETL tools !So more down to ETL tool preference - though no easy way to switch later on !And ODI will be Oracle development focus - Informatica mappings will be ports
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 monitoring of loads ODI Studio available for developer tasks No DAC - functionality now handled by ODI, Configuration Manager and FSM GoldenGate for trickle-feed loading into staging area / ODS
Taking a Closer Look...

1.Installation process 2.New Administration Tools 3.Post-Install Configuration 4.How ODI11g replaces Informatica, and the Informatica Repository 5.Creating and Executing Data Loads
As Detailed in Our OTN BI Apps 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
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 4. Install OBIA 11.1.1.7.1 incl. ODI into OBIEE middleware home 5. Apply OBIA patches 6. Use Configuration Utility to extend WLS domain to include OBIA applications 7. Upgrade WLS to 10.3.6 8. Run post-install config scripts 9. Configure ODI Studio to use WLS security
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
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, 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 ETL !Actually ELT, for extract-load-transform ODI agent controls the process - equivalent to DAC server Configuration metadata is held in the ODI repository, and in repository tables used by CM and FSM
Leveraging Core ODI Functionality

Oracle Data Integrator 11g is used as the embedded data loading tool for the BI Apps Uses core ODI functionality - interfaces, scenarios, load plans, topologies, agents etc ODI Studio can be used to view ETL internals, or just manage through web-based tools Uses ODI versioning for customization, ODI release mgmt etc
Inside the ODI BI Apps Repository

BI Apps Adapters become Projects within the ODI work repository INFA workflows / DAC tasks become scenarios, mapping to one or more interfaces Data source connections stored in ODI master repository, viewed in Topology navigator Execution plans become load plans ODI versioning used when customizations are made, instead of creating new adapters Groupings of facts and dimensions are defined in Configuration Manager, which has its own repository tables (BIACM)
Initial Configuration, Data Sources and Domain Value Load

Several steps need to be performed before a full data load can take place 1.Select products to enable 2.Define source systems (EBS etc) 3.Create data source connections 4.Load domain values (account codes etc) from source into DW Performed using Config. Manager and FSM All settings automatically pushed-through to ODI repository !JDBC connection details to ODI repository !File locations, etc.
Fact Groups - Equivalent to DAC Subject Areas

BI Apps 7.9.x had the concept of subject areas and execution plans, within the DAC Allowed groups of facts + dimensions to be selected, and then loaded in the correct sequence Handled dependencies, running steps in parallel, restarting etc In BI Apps 11.1.1.7.1, this is now handled through fact groups, and load plans A set of fact tables for a particular subject area Link to their dimensions using FKs Load plans are generated on-demand (equivalent to execution plan build step), and sequence ODI scenarios that are linked to the fact tables in the ODI metadata
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
Automatic Population of Domain Values

Uses special type of load plan called a Domain-Only Extract and Load (SDE and SIL) Retrieves flexfield and other values from EBS, PSFT etc and automatically populates BIA metadata tables - no need to manually complete CSV files
1 2 3
Initiating, and Viewing the Status of, Load Plans

BI Apps load plans are generated, and then initiated, from Configuration Manager Once initiated, status can be monitored either in CM, or in ODI Studio View ETL failure reasons, see error codes, restart from point of error
1 3 2
Performing a Full Data Load Step 1 : Create Load Plan

Similar to creating a domain values load plan - select fact groups, generate new load plan Relies on offerings (applications) being enabled at an earlier stage First stage is to generate this load plan, like the build phase for DAC execution phases But no need to get involved with parameters etc - all handled behind the scenes
Performing a Full Data Load Step 2 : Execute Plan

New load plan executed through Configuration Manager (or to a schedule) Creates new instance of the load plan within ODI repository View progress of load plan in CM, in ODI Console, or ODI Studio
Performing a Full Data Load Part 3 : Deal with any ETL Issues
Data loads can fail for a number of reasons !New data that causes key constraints, data out of range, duplicates !Out of tablespace datafile etc ODI load plans are restartable, can raise exceptions, show debug information from within ODI Studio Operator !Less log files to look through !Obvious to ODI developers what the issue is !Straightforward way to write exception handling code, to for example extend datafiles, raise alerts etc Once issue addressed, just restart load plan !Automatically resumes from failed step
BI Apps 11.1.1.7.1 and GoldenGate

Oracles cross-platform data replication (CDC) solution Creates 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 Potentially reduced ETL runtimes !Transforms and loads all performed locally !Near real-time ETL possible, & 24x7 deployments !Great enabler for cloud deployments Trickle-feed of data updates over WAN
Thank You for Attending!

Thank you for attending this presentation, and more information can be found at http:// www.rittmanmead.com Contact us at info@rittmanmead.com or mark.rittman@rittmanmead.com Look out for our book, Oracle Business Intelligence Developers Guide out now! Follow-us on Twitter (@rittmanmead) or Facebook (facebook.com/rittmanmead)
UGF9944 Overview of Oracle BI Apps 11.1.1.7.1 Mark Rittman, CTO, Rittman Mead Oracle Openworld 2013, San Francisco, September 2013
T : +44 (0) 1273 911 268 (UK) or (888) 631-1410 (USA) or +61 3 9596 7186 (Australia & New Zealand) or +91 997 256 7970 (India) E : info@rittmanmead.com W : www.rittmanmead.com

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UGF9944 Overview of Oracle BI Apps 11.1.1.7.

About the Speaker

About Rittman Mead

What are the Oracle BI Applications?

Integrated Analytic Apps

! Hyperion Planning ! Hyperion Close ! Budgeting & Forecasting ! Profitability Management

Run 5-10X Faster Leverage Built-In Best Practices

! Communications ! Healthcare ! Retail ! Financial Services

Oracle BI Applications Packaging

Role-Based, Best Practice Dashboards and Reports

Pre-Defined ETL Routines from EBS, PSFT, Siebel, JDE, SAP

Oracle BI Apps 7.9.x and Earlier

Introducing Oracle BI Applications 11.1.1.7.1 and ODI 11g

New Content in BI Apps 11.1.1.7.1

BI Apps 11.1.1.7.1 Source System Support

* As of Jan 2013, from Oracle Product Roadmap presentation. Subject to change.

Migrating and Upgrading to BI Apps 11g

* As of Jan 2013, from Oracle Product Roadmap presentation. Subject to change.

7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)

Oracle BI Applications 11.1.1.7.1 Product Architecture

Taking a Closer Look...

As Detailed in Our OTN BI Apps Cookbook

Configuration Manager, and Functional Setup Manager

Use of ODI 11g as the Embedded ETL Engine

Leveraging Core ODI Functionality

Inside the ODI BI Apps Repository

Initial Configuration, Data Sources and Domain Value Load

Fact Groups - Equivalent to DAC Subject Areas

The Load Plan Generator

Automatic Population of Domain Values

Initiating, and Viewing the Status of, Load Plans

Performing a Full Data Load Step 1 : Create Load Plan

Performing a Full Data Load Step 2 : Execute Plan

BI Apps 11.1.1.7.1 and GoldenGate

Thank You for Attending!

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