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Shyam Nath, IBM / BIWA SIG Robert Davis, Oracle May 2011
• Reporting and Analytics Overview Operational to Analytical • OBIEE (10g, 11g, 188.8.131.52) • Oracle Business Intelligence Applications • Value proposition of Packaged BI Applications • Sneak peak to BI Apps 184.108.40.206 • Migration considerations to 220.127.116.11
• OBIEE Architect with IBM GBS (Oracle Practice) • OCP since 1998 on 4 different DB versions • President/Founder of BIWA SIG – an IOUG SIG for BI, DW and Advanced Analytics professionals • Regular speaker at Oracle OpenWorld (since ’03), Collaborate (since ’05), ODTUG-KScope (since ’08), BIWA Summit and RUG’s (NY/RM/SF/NO etc.) • Bachelor’s from IIT-India, MBA and MS from Florida Atlantic University, Boca Raton, FL
• Oracle, Director - BI Applications with a focus on Partnerships & Alliances • First exposure to BI was with Teradata in the early 90’s • Supporting the BI Applications for over 8 years at Siebel and now Oracle
OBIA – OTN Forum
Regular Contributor to OTN BI Apps Forum
18.104.22.168 Supported! Certified! How I felt about it! .1.3 Released! OBIA 7.3 OBIEE 10g OBIEE 11.1.OBI 22.214.171.124.9.1.5 OBIEE 10g OBIEE 11.9.2 OBIA 7.5 / 7.6.
1.BI Application – New Looks and Feel with 11.5! Chart zooming 7 .1.
1. Vlamis Software Solutions • Oracle PMs will be available for questions . MS SQL Server Analytic Services.5.6.Oracle BI 126.96.36.199 – BI Platform • Presented May 25.5 Released OBIEE 11g Changes and New Features • Focuses on OBIEE 11.9. and SAP BW Reduced memory requirements for Weblogic and streamlined install 64-bit BI Admin Tool New visualizations in the BI Admin tool New BI Metadata Web Service • Includes live demo of many new features • Presented by Dan Vlamis.3 Full support for the Apple iPad Full support for OLAP sources including Essbase and Oracle OLAP New support for Oracle TimesTen.1. noon ET (next Wed) • Major topics: – – – – – – – – – First patch release for OBIEE 11g Support for Oracle BI Applications release 7. 2011.
Operational v/s Analytical System .
Traditional Circular Join OBIEE Star (Logical/Physical) BI Apps – Other Extreme .
ComputerWorld Mar 2011 .Why Star Schema’s? • ComputerWorld on Business Intelligence BI Analysts salary range $82–$116K Data Modelers $81 – $111K.
OBIEE v/s Packaged BI Application Sales Service and Contact Center Marketing Procurement and Spend Supply Chain and Order Management Financials CRM ANALYTICS Price ERP ANALYTICS Projects Loyalty Human Resources ORACLE BI ENTERPRISE EDITION (OBIEE) AND OTHER OPERATIONAL AND ANALYTIC SOURCES .
GA •Several manufacturing plants using systems like JD Edwards. ~$2b in Houston.I Family owned. Demantra. HFM. EPM/Planning and Legacy/Main frame systems •ODS/Crystal Reports footprint •First formal DW initiative •OBIEE. TX •New EBS R12 implementation in 4 divisions. one div replacing SAP •First formal DW initiative •OBIEE and BI Applications purchased •Need for HR. Fin and SCM •Other Energy industry specific applications in use •Some SQL Server/Crystal Reports •Better view of business across the enterprise . SCM/Procurement.Case Studies . Planning. ODI and BIP as tech stack •Need for Manufacturing. 50 yrs old. job profitability and Sales Analytics in first go •EPM-Workspace Integration •Highly formatted and complex BI Publisher reports •Better insights to profitability and cost to service a customer Energy Services Company publicly traded. Plant Shop floor analytics. Finance Analytics •Go-live in Phases such as HR. $1b+ manufacturing company in Atlanta.
ODI and BIP as tech stack. shop trying to stay as Oracle tech/apps shop •Security with EPM-Workspace needed as Essbase/Planning in use since V7 •Resulted in 4 subject areas BI Apps •New ERP implementation provides opportunities packaged analytics for rapid deployment as the starter DW •One manufacturing division replacing SAP. HR Advanced Benefits etc in BI Apps today •HFM being used for consolidation and Eliminations •Resulted in HR.Easy Access functionality •EBS Versions sliding from R12. so challenges in replacing existing SAP .1.3 •No coverage for Oracle Process Manufacturing.1 to R12. SCM/PS and Fin analytics as starters .1.Why OBIEE v/s BI Apps? OBIEE •Need to integrate JD Edwards data with legacy mainframe data as manufacturing plants are in transition •In 2009 time frame BI apps for JDE Edwards have no coverage for manufacturing. shop floor production data and job profitability •Cost allocation engine needed for job costing and profitability •OBIEE.
deep ERP knowledge is required • Need for data modeler. ETL/OBIEE architect and developers .JD Edwards Tables • The JD Edwards table names are quite cryptic • This shows that that for building custom OBIEE solutions.
2 Key Flex Field views contain the concatenated fields as it would be displayed to the user. For e. . same as _ALL Language translation table with translation of descriptive fields in different languages View based on translation table View on top of the Basic table Descriptive Flex Field related view. PO_DISTRIBUTIONS_ALL RA_TERMS_B _VL _BASIC_V _DFV _KFV . Department and Account fields and the KFV will have the concatenated values. A field may consist of Division.Oracle EBS Object Names Object Name _ALL _B _TL Function of the object Underlying table with all the values Base of underlying table. OKE_K_Deliverables_VL E.g. it will have the defined values as Column names instead of generic attribute 1.g..
. e. org_id etc • These variables are set by EBS (session context) when the user accesses data via the EBS application.g.EBS Naming Conventions • All objects accessed by EBS application have synonym in APPS schema.g.OKE.OKE_K_LINES has synonym APPS. • Views have descriptive value as opposed to the numeric id’s fields stored in the base table making it “human-readable” for reports. OKE_K_Deliverables_VL).OKE_K_LINES • EBS Forms fetch data from a “user friendly” view with name ending is _V or _VL (e. • Views also implement security and restrictions to the data in various forms such as restrict values by language.
Oracle Project Manufacturing WIP .Some EBS Schema Names AP .Oracle Payroll PER .Oracle Receivables GL .Oracle Projects PAY .Oracle Payables AR .Shop Floor Management .Oracle Human Resources PJM .Oracle Shipping WSM .Oracle Master Scheduling/MRP PA .Oracle General Ledger INV .Oracle Work in Process WMS .Oracle Inventory MRP .Oracle Warehouse Management System WSH .
browser based assess • Windows boxes required for client software and for transferring some server software (A and B) • Co-location of Informatica PowerCenter Services and DAC Server – C • Clients can be installed on multiple Windows boxes .Install Process – BI Apps Route • End user machines requires no software.
High Level Data Flow • Source – eBS (Raw Data) • ETL – Extraction Transform and Load (Informatica – PowerCenter or ODI) • OBAW .Business Analytics Warehouse • OBIEE Metadata • OBIEE Content – Reports and Dashboards .
OBIEE – From Surface to Plumbing .
Supporting Infrastructure – Informatica and DAC .
188.8.131.52.6.3 intake OBIEE needs to be upgraded too •Users are able to utilize enhanced visualization features of OBIEE 11g •HR Analytics is live •Fin Analytics to go-live on 7.9.Case Studies .1. BI Apps and Financial Services Vertical App (OFSAA) •2011 Q1 go-live with 7.II Offshore Petroleum Services Company •PeopleSoft and BI Apps Financial Services Company for Retirement Planning •PeopleSoft.2 and OBIEE 184.108.40.206 •Fin Srvc vertical BI apps uses OBIEE 10g and Essbase •Complex hierarchies DRM/Essbase •First step towards unified end user experience using OBIEE 10g . Platform update •Challenges resolved manually •For BI Apps 7.
OBIEE 11g architecture • OBIEE 11g uses Fusion Middleware (FMW) components extensively. including the WebLogic Server (WLS) and Oracle Process Management Network (OPMN) • WLS improves scalability and provides unified security framework • Enterprise Manager provides a single platform to manage all applications from a single place.OBIEE 10g vs. • Only WLS supported so far (no support for WebSphere etc) 10g architecture 11g architecture 24 .
2 looked for 10g (Trick the system!) • 220.127.116.11 looks for 11g folder structure • WLS Server Details 25 .6.Installing BI Apps – Change from 18.104.22.168.2 to 22.214.171.124 • 7.
3 • Categories: – RPD and Presentation – LDAP and Security – Custom branding of OBIEE .1.2 with OBIEE 11.1.6.Lessons Learnt 7.9.
9.6.5 release Upgrade Decision matrix Value rank 1 2 3 4 5 6 7 8 9 10 11 12 Consideration Preferred platform 10g Use of action framework Certification of Oracle BI applications OS/Web server compatibility Data warehouse database certification Integration with Hyperion/Essbase Tighter integration with BI publisher Consolidated maintenance Scalability Proven and time tested Web browser compatibility Enhanced UI features Availability of resource pool 11g Architecture Certification Certification Certification • Architecture • Architecture Architecture Architecture Other Certification Usability Other Category Sliding Scale Use OBIEE 11g • • • New Custom OBIEE Implementation Existing custom OBIEE 10g implementations Upgrade custom implementations of OBIEE using Web Logic on Linux. Windows OS New implementation of OBIEE utilizing Oracle BI Applications – up to 7.The OBIEE 11g Upgrade Decision Process Upgrade Decision process prior to 126.96.36.199 Existing OBIEE Implementations using one or more Oracle BI Applications New Existing Use OBIEE 10g 27 .3 / 11.9.1.
6.3 – Relevant Files OBIEE Platform DAC / Informatica 28 .Oracle BI Application 7.9.
6.3 .BI Apps 7.9.5) 29 .1.1.Upgrade Flow (11.
Informatica 9. for e.x going out of support by year end Do not install Informatica in a directory with space in the name.1 HF2 is the Data Integration / ETL Platform Informatica 8.g.6.0. do not install in D:\Program Files\INFA 30 .
10 ) is supported for both OBIEE / OBIA • Netezza is supported for OBIEE via ODBC.1.1.6.OBIEE / BI Apps with “Appliance” Like DBMS System • A very large Retailer – BI Apps on Exadata V2 • BI Apps on Teradata and Netezza?? Terdata (including V13. no support for OBIA) . native connectivity expected in 11.
Moad. follow these: • Collect Statistics as a Prerequisite else ETL performance impact and possibly spool space error (error # 2646) • LEFT OUTER JOIN Issue – some queries and source qualifiers may have to be re-written • Group By is more efficient than Distinct – when low number of distinct values • Pruning of Mappings and Tables – improve performance by stripping extraneous fields from mappings & tables • Loader Configurations – Tpump.pdf – sec 3. FastLoad etc.2 .5.Teradata BI Apps Best Practices • For maximizing performance in Teradata deployments. • More tips in Document e19038.
BI Apps with Exadata • The Full Table Scan is no longer your enemy on Exadata side! FTS is very quick in Exadata but not in the regular 11g databases – source DB’s can choke! • In certain situations the performance bottleneck at the source system database as it was not able to feed the Exadata box at it's import capacity – consider flat file extracts from sources and using DBFS • The performance configurations like indexes might not be required in the Exadata boxes in certain situations • Drop the distinct key indexes and change stats method in customsql.xml .
e. the difference in time observed was from 4 hours to 2 minutes.BI Apps on Exadata • On larger tables like . W_GL_REVN_F_F35. W_AR_XACT_F_F63.AP_AE_LINES_ALL.g. with one unique value. So it's highly unlikely that Optimizer would ever consider them in building any execution plans. Here we will need to find a workaround to avoid the union-all to scan the tables once or find a way to reduce full scanning of the tables (partitioning/index etc). • Disable or drop all indexes with distinct_keys = 1 (b-tree and bitmaps) reason being such indexes are ineffective.g table W_GL_ACCOUNT_D 8 mil rows getting scanned without any valid filtering • Partitioned tables must have stats at both table and partition level . avoid PARALLEL query option. W_GL_REVN_F_F24 • Avoid query transformation into a union-all query and scanning all the big tables twice. e.
3 .Recap • • • • Looked at OBIEE v/s BI Apps Recent Development and Impacts Case Studies – your mileage may vary! Next part – Sneak Peak to 7.6.9.
Robert Davis Oracle BI Apps 7.3 & Sneak Peak .6.9.
1.Some Recent Development • OBIEE 11.3 released same time! • BI platform and BI apps are in-sync • Last release 7.1.2 (09/2010) came after OBIEE 11.6.5 released for download on May 6. 2011 • OBI Apps 7.3 (08/2011) but was “supported” not “certified” • Focus on exploiting 11g features and Mobile computing .188.8.131.52.9.
9.3 requires – New BI platform 11.1.…recent • BI Apps 7.5 – New Informatica platform 184.108.40.206 – New DAC (not 11g yet) but hot fixed version 10.3.1 – Teradata 220.127.116.11.10 support Campaign Performance Dashboard on iPad • Provides iPad/iPhone support out of box BI Apps on iPhone .
• Primarily a certification release .3 • In 7. • Oracle switched to role based security from group based • Some fixes in the rpd to satisfy the stricter consistency checking in 11g • Leveraged some new Presentation capabilities in the reports and dashboards (such as presentation hierarchies).6.9. • OBIEE 11g now allows BI apps to unlock a breadth of new capabilities such as mobile/iPad. webcat and security model 11g ready.General Direction – 7. etc.3 focus was on making the rpd.9. scorecards.6. better systems management.
3 • New Security Model User>Group>Role WebLogic Server • User Administration • Group Administration Enterprise Manager • Role Administration • RPD files now have RPD-specific passwords . • Users managed in an external authentication provider. exist in the RPD.used to encrypt the contents.Security Changes – 7. . • Application roles are managed in an external policy store.6. no longer in RPD. User objects exist in the RPD. Data access security is implemented based on application roles to which a user belongs. as pointers (references) to the externally managed roles. as pointers (references) to the externally managed users. • Groups no longer exist in the RPD as objects.9.
6 18.104.22.168 7.7.3 11g 11g •SAP •Select Edge / Industry 11g PS1 11g PS1 11g PS2 11g PS2 ODI 7.6.Oracle BI Applications Release Roadmap Available Planned Convergence Release •Dual ETL Support •Applications Unlimited •Fusion Apps INFA Apps Unlimited 22.214.171.124 7.3 7.7 126.96.36.199 7.1 7.2 SAP 188.8.131.52.9.1 Certification with OBIEE 11g .184.108.40.206.6.2 220.127.116.11.7 18.104.22.168.5.1 7.2 Fusion Apps 7.
Future Directions . .BI Apps • Users often want one place / tool for Operational and Analytical reporting •Degree of details in warehouse •Right time data – need for intra-day ETL •Highly Formatted reports •Security model across BI and Source Systems.
9.Oracle BI Applications 7.6.3 11g Features • Master Detail Linking • Chart Sliders & Zooming • Hierarchical Columns • View prompts • Cascading Prompts .
Procurement and Spend Analytics Chart zooming .
Supply Chain and Order Management Analytics .
Supply Chain and Order Management Analytics Playback option Graph Sliders .
Supply Chain and Order Management Analytics Master Detail Linking Graph Sliders .
Supply Chain and Order Management Analytics Select 2009 Q4 Detail graph shows Trend by Month for the selected quarter .
Project Analytics In-place Drill using presentation hierarchies .
Financial Analytics Cascading Prompts Select Fiscal Year = 2008 Fiscal Quarter shows only 2008 values In-place Drill using presentation hierarchies .
Financial Analytics Graph Sliders Enhanced Visualizations Playback option .
Human Resources Analytics .
5 – Android next – Blackberry awaited?? .1.Oracle Mobile for BI Apps • Native mobile apps with full Dashboard functionality and all BI content types – Dashboard Drill/Navigate – Catalog navigation – Favorites – Alerts – Search – Actions • Dashboards dynamically adjust to exploit the form-factor of the device • Device support – iOS iPhone and iPad in 11.1.
Oracle BI Applications on Apple ipad Example: Marketing Analytics .
22.214.171.124.1.5 but not without challenges – Good option for heavily customized deployments with strong need for 11.3 – Certifies 126.96.36.199 capabilities alike • Platform-only upgrade for existing BI Apps deployments – Fully supported with OBIEE 188.8.131.52.5 features – Case Study of 7. out of the box support for 11g capabilities – Recommended choice for net new implementations and existing BI Apps customers needing 184.108.40.206 customer .BI Apps Customers to 11g Two approaches: • Upgrade to BI Applications 7.9.
Abhinav Banerjee .Summary / Questions Recap OBIEE Recap BI Applications New 7.com Follow up discussions at: http://oraclebiwasig. Florian Shouten. Rich Solari.blogspot.3 Questions ShyamVaran@Gmail.com/ Thanks to IOUG.9.6.