UGF9944 Rittman

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UGF9944 Overview of Oracle BI Apps 11.1.1.7.1
Mark Rittman, CTO, Rittman Mead
Oracle Openworld 2013, San Francisco, September 2013
Saturday, 28 September 13
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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
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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
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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
Integrated
Analytic Apps
Financials
HR
Procure & Spend
Projects
Supply Chain
Order Management

Sales
Marketing
Service
Contact Center
Price
Loyalty

Hyperion Planning
Hyperion Close
Budgeting & Forecasting
Profitability Management

Communications
Healthcare
Retail
Financial Services

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

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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
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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
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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
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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
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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...?
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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
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BI Apps 11.1.1.7.1 Source System Support
* As of Jan 2013, from Oracle Product Roadmap
presentation. Subject to change.
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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.
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7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)
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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?
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7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)
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)
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7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)
From 11.1.1.7.x PS2 onwards, Informatica should also be available
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7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)
So then more down to known-and-tested vs. new-and-more-features
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7.9.6.4 vs. 11.1.1.7.1 (and 11.1.1.7 ...)
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
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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
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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
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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
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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
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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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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
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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
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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)
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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.
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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
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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
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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
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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
2
3
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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
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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
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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
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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
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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)
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UGF9944 Overview of Oracle BI Apps 11.1.1.7.1
Mark Rittman, CTO, Rittman Mead
Oracle Openworld 2013, San Francisco, September 2013

UGF9944 Rittman

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