by Shahed Munir

1 OF 76


OBIA 7.9.6 INSTALLATION
Oracle Business Intelligence Analytics
E Business Suite R12 + Informatica 8x

This document was written in my spare time for all of you out there that would
like to configure and use OBIA Oracle Business Intelligence Analytics, There are
various ways that implementing OBIA Can be achived but I have found this the
easiest , I am Using Windows Server 2003 to carry out this installation and its
been tried and tested on a number of my clients. So good luck.

1.OBIA 7.9.6
2.Informatica 8.6.1 and Hotfixes.
3.DAC Database Administration Console
4. Running Full ETL
5. Notes and recommendations. Performance Optimization etc

All files for OBIA are available from Oracle E Delivery.


Start with Creating 3 Schema Users: I have used SQL Developer for this task.

1. INFO
2. DAC
3. OBIA

INFO stores informatica schema
DAC stores dac schema
OBIA stores data warehouse OBIA Tables.

For OBIA user a role needs to be created and attached to user.
Create role SSE_ROLE
Grant connect to SSE_ROLE
Grant resource to SSE_ROLE

I Granted SSE_ROLE to all 3 users.

I used sql Developer Login with system username and create the users.

Right click on and Create the users.

by Shahed Munir
2 OF 76

I have created the above user DAC and another one called INFO.


Start Oracle Business Analytics Installation.

When the installation is complete, verify that the following directories or files are
installed:

The dwrep folder.

The dwrep\DAC_metadata folder.

The Oracle BI Applications repository file named OracleBIAnalyticsApps.rpd in
the OracleBI\server\Repository folder.

The Presentation Catalog in the OracleBIData\web\catalog folder. The
Presentation Catalog is provided as a zipped file named
EnterpriseBusinessAnalytics.zip and will need to be unzipped before it can be
used.


by Shahed Munir
3 OF 76
The credentials required to log into the OracleBIAnalyticsApps.rpd file using the
Oracle Business Intelligence Administration Tool are the following:

Username: Administrator

Password: SADMIN




Why DAC and Informatica
DAC produces parameter files that are used by Informatica. If an execution plan
fails in DAC and you want to debug the workflow by running it directly from
Informatica,
then the parameter file produced by DAC should be visible to Informatica.
This is one reason for the requirement to co-locate the DAC and Informatica
components as stated above

C:\OracleBI\dwrep
-- This is where installation files for Informatica and DAC Will Reside.


Informatica Installation ------ This point Onwards

Files - 2 zip files need downloading from EDelivery






Here are the files unzipped INTO 1 DIRECTORY



SERVER Install pc861_win32_x86.zip , CLIENT Install
pc861_client_win32_x86.zip


by Shahed Munir
4 OF 76
Informatica Server Installation

Unzip SERVER Install pc861_client_win32_x86.zip
Click on Install.bat

Select Language



Click OK

Click Next on Welcome Screen


by Shahed Munir
5 OF 76

Click NEXT


There will be a key file in your initial unzip folder called Oracle_all_os_Prod.key.
Browse for it and click Next.






by Shahed Munir
6 OF 76


You will be shown the Installation Pre-Reqs Click Next.. Click Next Again


Choose Install Directory . Click Next

by Shahed Munir
7 OF 76


HTTPS Config : I Leave it all as default .. Click Next


Now the Installation will start so click Next

by Shahed Munir
8 OF 76

As you can the installation is installing files.



If this is a brand new install a Informatica Domain will need to created.. Click
Create New Domain and Click NEXT

by Shahed Munir
9 OF 76

1.Fill in database URL : This is your database and port number
2. The user id is the user we created at the start of the document called info and
enter its password
3. Database Service Name is your SID

Click Test Connection.. It should say


Click ok then Click Next.


by Shahed Munir
10 OF 76

All values are default / Enter a password and note it down for later. Click NEXT
My Password is : oracle



Will install some objects

by Shahed Munir
11 OF 76

This screen will appear. Uncheck the Box Run Informatica Services under a
different user account. Click NEXT









by Shahed Munir
12 OF 76

Copy the information in the Above window . Paste it into Notepad or Word
p.s oraclew3 is my computer name.

----- Copied File ----
Installation Status : SUCCESS

The PowerCenter 8.6.1 installation completed successfully. The information
below summarizes the location of the installed products .

For more information, see the debug log file at
C:\Informatica\PowerCenter8.6.1\Informatica_Installation_Server_Debug.log

Product Name :
------------------------
PowerCenter 8.6.1

Components :
------------------------
PowerCenter Services
PowerCenter Data Analyzer
PowerCenter Metadata Manager & Business Glossary

Installation Directory :
------------------------
C:\Informatica\PowerCenter8.6.1

Shortcut Folder :
by Shahed Munir
13 OF 76
-----------------
Start > Programs > Informatica PowerCenter 8.6.1 > Services

PowerCenter Services Configuration
----------------------------------------------
Administration Console URL : http://oraclew3:6001/adminconsole
Domain Name : Domain_oraclew3
Gateway Host Name : oraclew3
Administrator User Name : admin
Node Name : node01_oraclew3
Node Port Number : 6001

If you purchased PowerCenter Real Time Edition, you must configure the
Informatica Orchestration and Human Workflow server after you install. To
configure the Informatica Orchestration and Human Workflow server, run the
script at C:\Informatica\PowerCenter8.6.1\OrchestrationServer\extras.

---- End of copied File

Hit Done



This window will appear and disappear. Thats that bit done.


Now lets move onto Installing the Informatica Client Application

by Shahed Munir
14 OF 76










Informatica Client Installation

Unzip CLIENT Install pc861_client_win32_x86.zip
Double Click on Install.bat

Again same as server select language



Click ok Click next on Welcome Screen

by Shahed Munir
15 OF 76

Click Next.. Click NEXT Again on Pre-Reqs


Choose Install Directory and click NEXT.

by Shahed Munir
16 OF 76

Click Install..


Will come up with Installing..

by Shahed Munir
17 OF 76

Once it says SUCCESS Wooohoo Lets move on click Next


Client is done no need to do launch anything . Click Done.

Thats the Informatica Server and Client Install Done.
by Shahed Munir
18 OF 76




























Informatica Hot Fixes.

We will apply a client hotfix and a Server Hotfix to Informatica 8.6.1


To do this we must stop the informatica Server


Goto Windows Services and stop the above service. Stop any other service
which seems to be like an informatica service too.

by Shahed Munir
19 OF 76
Informatica Server Hotfix

Unzip pc861_HotFix11_win32_x86.zip this is the file from our original download
from Oracle E Delivery.

Double click Install.bat



Select Language and click ok do not close cmd window.

On welcome screen click Next.

by Shahed Munir
20 OF 76

Click OK as we did this earlier Windows services.. Click Next


Apply Hotfix ------ Click Next

by Shahed Munir
21 OF 76

Select existing Path. Click Next


Click Install

by Shahed Munir
22 OF 76

Installation will commence


Once install is complete click Done.

by Shahed Munir
23 OF 76





Informatica Client Hotfix 8.6.1

Unzip pc861_ pc861_HotFix11_Client.zip this is the file from our original
download from Oracle E Delivery.

Double click Install.bat


Select language click ok.

Welcome Screen click NEXT.

by Shahed Munir
24 OF 76

Click ok as we stopped services before installing server hotfix earlier on.

Click NEXT


by Shahed Munir
25 OF 76
Apply hotfix Click NEXT



Select Path and Click Next.

by Shahed Munir
26 OF 76

Click Install.

Once Successful Click Done.



by Shahed Munir
27 OF 76




Informatica 8.6.1 Configuration


Create Environment Variable

Find the file - domains.infa

Mine is located in location below.

C:\Informatica\PowerCenter8.6.1\domains.infa

Goto your desktop right click on my computer Properties Advanced



Click on Environment Variables

by Shahed Munir
28 OF 76

Create a new System Environment Variable called INFA_DOMAINS_FILE and
the variable value should be pointed to the parent directory of the file.
This can also be pointed at the file itself, I have noticed then the Informatica
toolsets are working correctly.

Start Informatica Server.

Start Programs Informatica Powercentre 8.6.1 Services Start
Informatica Services.



You will notice in windows services that Informatica server has started.










by Shahed Munir
29 OF 76






Open the Power Centre Administration Console

Start Programs Informatica Powercentre 8.6.1 Services Power Centre
Administration Console . Web Page.



Login with Username + Password During Installation of Informatica
Username |: admin / password what ever you chose

Click on Administration Console.

by Shahed Munir
30 OF 76


If you have created your Environment Variable properly under Domain tab you
will see a node else it will just say connecting.





Informatica Repository Creation

Run the Configuration Assistant

by Shahed Munir
31 OF 76


Click Next

by Shahed Munir
32 OF 76


The service name can be called : Oracle_BI_DW_Base

Click on Configure Database Type



Fill in the username we created at the beginning of the document called info
/ password / and oracle database SID. And click OK


Leave all else default and click next

by Shahed Munir
33 OF 76





Informatica will create a repository

Step 2 Integration Service
by Shahed Munir
34 OF 76

Service Name: Oracle_BI_DW_Base_Integration_Service

Click Next


Leave this default click OK


by Shahed Munir
35 OF 76

This is lovely .. We have created a repository Click Finish



Click on Service make sure its running as above..

Informatica OBIA File Restore

We have to copy the files from our OBIA Install to some informatica folders.


Copy files Source Files (All Files)
From : C:\OracleBI\dwrep\Informatica\SrcFiles
To : C:\Informatica\PowerCenter8.6.1\server\infa_shared\SrcFiles

by Shahed Munir
36 OF 76
Copy files Lookup Files (All Files)
From : C:\OracleBI\dwrep\Informatica\LkpFiles
To : C:\Informatica\PowerCenter8.6.1\server\infa_shared\LkpFiles


Copy Repository to Informatica (Oracle_BI_DW_Base.rep)
From : C:\OracleBI\dwrep\Informatica\Repository
To: C:\Informatica\PowerCenter8.6.1\server\infa_shared\Backup


Now we have to alter a file called powrmart.ini

Change the ValidateDataCodePages parameter to No in the powermart.ini file
located in C:\Informatica\PowerCenter8.6.1\client\bin

Original :


Change to


Save change.

Shutdown by stopping Informatica Services

Then restart all Informatica Services.

Log back into the Power Centre Administration Console.
Goto Domain and Click on Oracle_BI_DW_Base Properties tab on right
by Shahed Munir
37 OF 76


Here we want to alter the General Properties Operating Mode from Normal to
Exclusive.


Click OK



Click Yes to Restart.

by Shahed Munir
38 OF 76


Click OK


This is what you want to see after a minute or so. Repository is now running in
Exclusive Mode.



Goto Actions and click on Delete contents on the drop down menu


Fill in Repository Username + Password mine was admin/password same as
previous times throughout this document

by Shahed Munir
39 OF 76

Once the Action status for delete contents : Succeeded we can move to the next
step/

Click Close.

Click on Actions Again this time select Restore Contents



It will show us our OBIA Informatica Repository we copied over earlier tick the
restore as new box and click OK.




Once complete Action Status = Succeeded.
by Shahed Munir
40 OF 76
Click Close.



Select Operatingmode = Normal and Restart.






The Repository is running in Normal Mode. The Service is Running.

Thats it informatica is ready to pull and Push

























by Shahed Munir
41 OF 76





Installing DAC Console

Download DAC Console from E Delivery Oracle Under Oracle Business
Intelligence Windows Pack.

Run Setup.exe



Wait for Installation to Start.

by Shahed Munir
42 OF 76

Click NEXT

by Shahed Munir
43 OF 76

Specify Installation Location.

I specified a New Install Location. SO that it creates a new home.

by Shahed Munir
44 OF 76

Click NEXT

by Shahed Munir
45 OF 76

Choose Informatica 8.x
Click Next

by Shahed Munir
46 OF 76

Specify Informatica install locations.
C:\Informatica\PowerCenter8.6.1
C:\Informatica\PowerCenter8.6.1\domains.infa

Click NEXT

by Shahed Munir
47 OF 76

Ignore the Checking Service Pack.

Click Continue

by Shahed Munir
48 OF 76

Click Install

by Shahed Munir
49 OF 76


Click Finish


File Copy and Paste

If you are using Oracle database 11g, find the directory where Oracle is installed.
Copy the file named ojdbc6.jar in the jdbc\lib directory and paste it in the \dac\lib
directory

We need to create an ODBC Connection to The oracle Database.

At the Beginning of the document we created a user called DAC we want to
connect to this user.

by Shahed Munir
50 OF 76


I have one here called ORCL. I can use this.


If PowerCenter Services 8.6.1 has been installed on the same machine as the
DAC Client and PowerCenter Client 8.6.1, copy the pmcmd.exe and pmrep.exe
from the PowerCenter 8.6.1\server\bin directory to PowerCenter 8.6.1\client\bin
directory



DAC Metadata Files That Need to Be Copied from OBIA Installation Directory

CLIENT
Export folder all files and folders
From :OraclelBI\dwrep\DAC_metadata\DAC_Client\export
To: For example: C:\orahome\10g<version>\bifoundation\dac\export

deletetriggers.list
From : OraclelBI\dwrep\DAC_metadata\DAC_Client
To: C:\orahome\10g<version>\bifoundation\dac\conf

SERVER
by Shahed Munir
51 OF 76

parameterfileOLTP.txt
parameterfileDW.txt
From : OraclelBI\dwrep\DAC_metadata\DAC_Server
To: C:\orahome\10g<version>\bifoundation\dac\Informatica\parameters\input

All done.

First time we run DAC we need to configure a connection to the database.

Start DAC Console Start Programs Etc



Click Configure


by Shahed Munir
52 OF 76


Create Connection Next




Fill in the Database Details. You might need to create a Authentication file . The
process is quite simple. Just follow the Instructions. Click Test Connection

by Shahed Munir
53 OF 76




You should see this , Thats good we have a connection to the database so DAC
can create a repository.

You should go back to login screen enter dac username and password


Click Login


by Shahed Munir
54 OF 76

Click Yes.



Enter Administrator / Administrator

Click OK


Yes

by Shahed Munir
55 OF 76

We are now in the DAC Console.


To import metadata into the DAC Repository
1. In DAC, select Tools, then DAC Repository Management, then Import to
display the Import dialog box.

Make sure that the correct \DAC\export\ directory is displayed at the top of the
dialog box
2. Select the Logical Check Box and System Check Box


by Shahed Munir
56 OF 76



Application List : Select Universal Check Box. / Also Check Oracle Apps Version
Select Truncate Repository Check Box
Select Enable Batch Mode Check Box
Click OK

by Shahed Munir
57 OF 76

Fill in the Box and Click Yes





You will be presented with a List Of Tables that look like OBIA Subject Areas.

















by Shahed Munir
58 OF 76

Creating DAC Warehouse Tables



To create data warehouse tables
1 In DAC, select Tools, then ETL Management, then Configure.
For this login to DAC Administrator/Administrator


2. In the Sources dialog box, select the database platform for the target data
warehouse and source transactional database.
3. Click OK to display the Data Warehouse Configuration Wizard.
by Shahed Munir
59 OF 76


4. Select the Create Data Warehouse Tables check box, and click Next.
The Data Warehouse tab is active.



Leave Container Blank.
by Shahed Munir
60 OF 76



Fill in details as above this process does rely on the ODBC Connection being
present. Also Role SSE_ROLE must be created.

Click Start for DAC to create Analytics Warehouse Tables.


This is what you want to see . Success . Click Finish

I checked in SQL Developer logging in as OBIA and there are loads of Tables
present



by Shahed Munir
61 OF 76

Configuring the Connection Between the DAC Server and DAC Repository

To configure the connection between the DAC Server and the DAC Repository
using the DAC Client
1. In DAC, select Tools, then DAC Server Management, then DAC Server
Setup.
Note: The DAC Repository that you connect to using the DAC Client is the
one that will store the DAC Server repository connection information that
you will specify in this procedure.

A confirmation dialog box asks you to confirm that you want to configure
the DAC Repository connection.
2. Click Yes to display the Server Configuration dialog box.


If you have configured OBIA like me where both the DAC Client and Server is
on the same machine then click Populate from Preconfigured client
Connection.

Connection is OK Close - Save
by Shahed Munir
62 OF 76



Start DAC Server
Start the DAC Server if not already done so.
On Windows, start the DAC Server by double-clicking the \DAC\startserver.bat
script.

Setting up DAC System Properties this where we will connect to
informatica and select our E Business Suite Source system database and
stuff

4.14.1 Setting DAC System Properties
Log in to DAC.
From the Views menu, select Setup, then DAC System Properties.

DAC Server Host - localhost
DAC Server OS Windows (As im Running Windows 2003 Server)
InformaticaParameterFileLocation :-
C:\Informatica\PowerCenter8.6.1\server\infa_shared\SrcFiles

Make Sure DAC Server is running
This icon is DAC Client should be Yellow


by Shahed Munir
63 OF 76





Registering Informatica Services in DAC

In DAC, navigate to the Setup view, and then click the Informatica Servers tab

Modify the record with Name = INFORMATICA_DW_SERVER

Name: Oracle_BI_DW_Base_Integration_Service
Service: Oracle_BI_DW_Base_Integration_Service
Domain: Domain_oraclew3
Login pwd / Administrator/Administrator
Repository Name : Oracle_BI_DW_Base

Click Test Connection

by Shahed Munir
64 OF 76

Click ok as The DAC Server is running and is communicating with Informatica
Server.


Modify the record with Name = INFORMATICA_REP_SERVER

Name is taken from the running integration service from informatica

by Shahed Munir
65 OF 76

Repository Name as above
Host name : Localhost or computer name.
Username/Pwd Administrator/Administrator.

Setting Physical Data Sources
This is where we are making a connection to the Oracle Apps Database.

Here we have to setup OUR Connection information for the OBIA Warehouse
which is our target and Source which will be E Business Suite 12 for me.

So the first connection has to be called DataWarehouse.
by Shahed Munir
66 OF 76

Fill in Details Test Connection and Save

The Next Connection is a Source Connection so that we can connect to
Ebusiness Suite as that is our Source which here for me is ORA_R12

Again fill in details Save and Test. Point towards Oracle Applications database
with user apps/apps worked for me.

















by Shahed Munir
67 OF 76


Informatica Workflow Manager Connection

Login to Informatica Workflow Manager Client Tools



If you have not got a repository then set one up The repository name is your
informatica server repository name.

You need to create a connection for:
each transactional (OLTP) database,
and for the Oracle Business Analytics Warehouse (OLAP) database.


Once logged in click on to create two oracle connections.


If you cant login . Make sure you have the Environment Variable setup that we
did in the earlier steps within Windows.













by Shahed Munir
68 OF 76




Example for the DataWarehouse:




Where:
code page is the code page of the oracle database
connect string is the TNSNAMES entry for the Oracle Database


Create another connection for the EBS Source Information

For the EBS target:
Name: ORA_12
User: system
Connect String: ebs12


The name of the relational connection must match the name entry in the set
up Physical Data Source tab of the DAC Client

by Shahed Munir
69 OF 76


Create a Container within DAC and run a Full ETL Load

Datawarehouse is Empty we need to fill it up with some Data
The ETL processes for Oracle BI Applications are created and managed in DAC.
This section uses an example to show you how to get started quickly with
running a full load ETL. In this example, you have installed Oracle HR,Financial
Analytics with an Oracle EBS OLTP data source, and you want to load OLTP
data for the subject area HR, as follows:
Create a Container.
File New Source System Container

Click OK

Should Say Completed Succesfully once complete.

After The container is created you can change the source system parameters
Lang settings and so on



by Shahed Munir
70 OF 76




In the Design/Setup view, you may still display the Properties tab and verify
them.

Then Display the Execute view, and display the Execution Plan tab.
Click New, display the Edit tab, and use the Name field to specify a name for
the ETL process.Save
by Shahed Munir
71 OF 76


Display the Subject Areas tab and click Add/Remove to display the Choose
Subject Areas dialog box.




by Shahed Munir
72 OF 76
Select the new container that you created in the create container section
from the container drop-down list at the top of the Choose Subject Areas
dialog box.


Select HR Subject Areas, click Add, then click OK.


Display the Parameters tab, and click Generate.
On the Parameters tab, edit the parameters as follows:
Edit the value of DBConnection_OLAP and set it to the same value as
the name of the OLAP database that you specified in the Physical
Data Source dialog box (for example, DataWarehouse).
Edit the value of DBConnection_OLTP and set it to the same value as
the name of the OLTP database that you specified in the Physical
Data Source dialog box (for example, ORA_R12).
If there is a FlatFileConnection parameter, edit the value of
FlatFileConnection and set it to the same value as the name of the
flat file data source that is specified in the Physical Data Source
dialog box (for example, ORA_R12_Flatfile).


On the Execution Plans tab, click Build

by Shahed Munir
73 OF 76


On the Execution Plans tab, click Run Now. DAC will perform a full load for HR or
whatever subject area you have chosen.

Use the Current Run tab to check the status of the ETL if run or not.

After all this you can create a schedule under scheduler


Notes and Problems:

Duplicate rows in per_all_people_f
Select * from per_all_people_f WHERE person_id = 6272;
You must then correct the second line with the value 07-FEB-02 for the
effective_start_date. Or a date that works with a date track.


by Shahed Munir
74 OF 76




Performance Considerations
Optimizing Performance
This section contains additional suggestions for optimizing performance for
Oracle databases.
Oracle BI Applications under Oracle support only binary sorting. If you are
running an Oracle client, do one of the following:
Set the NLS_SORT parameter to BINARY.
Choose a NLS_LANG setting that includes binary.
These settings are required for adequate performance from the dedicated Web
client.
Make sure that cost-based optimization is enabled in the Oracle
development, test, and production databases and that statistics are kept
up to date. Otherwise, the rule-based optimizer may be used.
Create foreign keys in the Oracle database, but configure Oracle to not
enforce the foreign key relationship. The existence of foreign keys will
allow Oracle to better optimize certain queries. By turning off enforcement,
the database load should not be negatively affected.
Analyze application for occurrences of highly skewed data that is indexed.
Create histogram statistics for these indexes to enable the optimizer to
better perform queries.
Make sure the temporary tablespace has adequate space.
Set the number of log file groups to 4.
Set the size of each log file to 10 MB.
SDU and TDU
To increase data throughput between Oracle BI Server and Oracle, change SDU
and TDU settings in listener.ora. The default is 2 KB and can be increased to 8
KB.
On the server side, edit the listner.ora file. Under the particular SID_LIST
entry, modify SID_DESC as follows:
SID_LIST_LISTENER =
SID_LIST =
SID_DESC = (SDU=16384)(TDU=16384)
ORACLE_HOME = /.....)
SID_NAME = SOLAP)
)
)
On the client side, edit the tnsnames.ora file. Modify the TNS alias by
adding SDU= and TDU= as follows:
myhost_orcl.world=
DESCRIPTION=(SDU=16384)(TDU=16384)
ADDRESS = (PROTOCOL = TCP)(HOST=myhost)(PORT=1521))
CONNECT_DATA=(SID=ORCL))
by Shahed Munir
75 OF 76




More Configuration Notes

To configure the Business Analytics Data Warehouse on Oracle databases more
easily, refer to the parameter template files init10gR2.ora and init11g.ora. These
files are located in
<DRIVE>:\<BI Applications install directory>\dwrep\Documentation\.
The parameter template files provide parameter guidelines based on the cost-
based optimizer for Oracle 10g and 11g.
Copy the appropriate template file into your $ORACLE_HOME/dbs directory.
Then, review the recommendations in the template file, and make the changes
based on your specific database configuration. The database administrator
should make changes to the settings based on performance monitoring and
tuning considerations.
Note: The NLS_LENGTH_SEMANTICS parameter enables you to define byte- or
character-length semantics. Oracle BI Applications supports BYTE and CHAR
values for this parameter. You can add this parameter to the init10gR2.ora and
init11g.ora files if you are using MLS characters.

Tablespace Considerations
During the Oracle Business Analytics Warehouse configuration process, when
you create the data warehouse tables, Creating Data Warehouse Tables, you
can create tables in one tablespace and indexes in another tablespace.
However, for performance reasons, it is recommended that you create
tablespaces as described below
Tablespace
Name
List of Tables
DIM_STG W_*DS
FACT_STG W_*FS
DIM W_*D and W_*MD
FACT W_*F
AGG W_*A
OTHER Remaining W* tables
DIM_INDX
Indexes of W_*D tables (for example, other tables would include W*G
and W*GS tables)
by Shahed Munir
76 OF 76
FACT_INDX Indexes of W_*F tables
OTHER_IND
X
Remaining indexes of W* tables