BI Apps Architecture

INSTRUCTIONS FOR USE
• THIS PRESENTATION IS MEANT FOR

TECHNICAL AUDIENCES TO COVER
DETAILED ARCHITECTURE FOR THE
ORACLE BI APPS
© 2008 Oracle Corporation – Proprietary and Confidential 1

NOTES TO SPEAKER
• This presentation is meant for an audience that doesn’t understand

the value of the prebuilt BI Apps / BI & Data Warehousing
• Looking to buy a point solution like DBI, Noetix, etc.
• Thinks they can build their own solution for similar cost with Cognos or
BOBJ
• This is not a product pitch – rather an educational session
• The flow is to argue for a BI App, then argue for a pre-built BI App,
then reinforce the need to look at what it takes to build a world class
BI solution (not just reports)
• There are additional slides in the Backup section. Please use them as
appropriate
• Use the PeopleSoft specific slides and Oracle EBS specific slides as
appropriate for the customer’s source system

OTHER RELATED MATERIALS
• Each application has its own presentation
• Oracle BI Applications Overview
• Oracle Financial Analytics
• Oracle Supply Chain and Order Management Analytics
• Oracle Procurement and Spend Analytics
• Oracle Human Resource Analytics
• Oracle Sales Analytics
• Oracle Service and Contact Center Telephony Analytics
• Oracle Marketing Analytics
• There are presentations for specific topics
• Oracle BI Applications Architecture Overview
• Oracle BI Applications Consolidated Data Model
• Oracle BI Applications Integration with Oracle Applications

Safe Harbor Statement
The following 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.

<Insert Picture Here>
Oracle BI Applications Architecture

Program Agenda
Overview of Oracle BI Applications
Q&A

Product Overview

Oracle BI Applications
Multi-source Analytic Apps Built on BI Suite EE Plus
Proactive
Interactive Reporting & Ad-hoc Disconnected MS Office Web
Detection
Dashboards Publishing Analysis Analytics Plug-in Services
and Alerts
Service & Supply Chain

Procurement Human
Sales Contact Marketing & Order Financials
& Spend Resources
Center Management
Oracle BI Apps • Common Enterprise Information Model

built on • Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports
Oracle BI EE Plus • Based on industry and analytic best practices
IVR, ACD, CTI

Hyperion
Packaged Universal MS Excel
ETL Maps Adapters Other Data Sources

Multi-Source Analytics with Single Architecture
Comms Complex Consumer Financial High Insurance Life Public Travel
Auto & Media Sector Energy Services Tech Sciences Sector
Mfg & Health & Trans
Service & Supply Chain Human

Procurement
Center
& Spend
Management Resources
Pipeline Service Campaign Direct / Indirect Revenue and General Employee

Analysis Effectiveness Effectiveness Spend Backlog Ledger Productivity
Forecast Customer Customer Buyer Inventory Accounts Compensation

Accuracy Satisfaction Insight Productivity Receivable
Sales Team Resolution Product Off Contract Fulfillment Accounts Compliance
Effectiveness Rates Propensity Purchases Status Payable Reporting
Up-sell/ Service Rep Loyalty & Supplier Customer Cash Flow Workforce
Cross-sell Efficiency Attrition Performance Status Profile
Cycle Times Service Cost Market Basket Purchase Order Profitability Retention
Analysis Cycle Time Cycle Time Analysis
Lead Churn & Campaign Employee BOM Expense Return on

Conversion Service Trends ROI Expenses Analysis Management Human Capital
Other Operational &

Source adapters: Analytic Sources
Oracle BI Suite Enterprise Edition Plus

Financial Analytics Components
1 3
Pre-built warehouse with 16 star-schemas Pre-mapped metadata, including
designed for analysis and reporting on embedded best practice calculations and
financial analytics metrics for financial, executives and other
business users
• Presentation layer
• Logical business
model
• Physical sources
2 4
Pre-built ETL to extract data from over A “best practice” library of over 360
3,000 operational tables and load it into pre-built metrics, 30 intelligent dashboards,
the DW, sourced from SAP, PSFT, Oracle 200+ reports and several alerts for CFO,
EBS and other sources Finance Controller, Financial Analyst,
AR/AP Managers and Executives

Technical Overview

Role Based Dashboards
Oracle BI
Analytic Workflow
Dashboards by Role Presentation Guided Navigation
Services
Reports, Analysis / Analytic
Security / Visibility
Workflows Alerts & Proactive Delivery
Administration
Metrics / KPIs Logical to Physical Abstraction Layer
Metadata
Oracle BI Calculations and Metrics Definition
Logical Model / Subject Areas
Server Visibility & Personalization
Physical Map Dynamic SQL Generation
Data Warehouse /
Data Model Abstracted Data Model
Direct Conformed Dimensions
Load Process
Access to Heterogeneous Database support
DAC
Source
Data Staging Area ETL Database specific indexing
Extraction Process
Highly Parallel
Multistage and Customizable
Deployment Modularity
Oracle SAP R/3 Siebel PSFT EDW

Other
Federated Data Sources
ETL Overview
Oracle BI
Dashboards by Role Presentation
Services
Workflows
Administration
Metrics / KPIs
Metadata
Oracle BI
Server • Multiple Approaches to loading
source data
Physical Map
• ETL Layered architecture for
Data Warehouse /
extract, universal staging and load
Data Model • Provides isolation, modularity and
Direct extensibility
Load Process
Access to • Architected for performance
DAC
Source
Data Staging Area ETL • All mappings architected with
incremental extractions
Extraction Process
• Data Warehouse Administration
Console (DAC)
• Application Administration, Execution
and Monitoring
Other
ETL Overview
Oracle BI Business Analytics

Dashboards by Role Presentation Warehouse
Services
Workflows
Load
Administration
Metrics / KPIs Source Independent Load
Metadata
Oracle BI
Server
Physical Map
Staging Tables
Data Warehouse /
Data Model
Direct
Access to Load Process Source Dependent Extract
Extract
DAC
Source
Data Staging Area ETL Power Power
Connect Connect
SQL
SQL
SQL
Extraction Process
ABAP
SQL
App Layer
App Layer
Siebel
Oracle Other
OLTP
PeopleSoft SAP
Other
Data Extraction and Load Process
Business Analytics
Extract Warehouse
Source-specific and Universal
Load
Business Adapters
Expose simplified business Source Independent Load
entities from complex source
systems
Converts source-specific data to
universal staging table format Staging Tables
Lightweight and designed for
performance, parallelism
Extensible Extract
Extract
Power Power
Connect Connect
SQL
SQL
SQL
ABAP
SQL
App Layer
App Layer
Siebel
Oracle Other
OLTP
PeopleSoft SAP

Extraction Modes
Business Analytics
Direct Database Access Warehouse
Oracle EBS
Siebel CRM
Load
PowerConnect technology
SAP R/3 Source Independent Load
PeopleSoft Enterprise
Universal Business Adapters
Used for sources with no pre-
Staging Tables
packaged business adapter
Transforms and loads data from
universal sources through a flat file
interface Source Dependent Extract
Extract
Supply flat file(s) or tables meeting
Power Power
a defined standard format Connect Connect
SQL
SQL
SQL
Reduces implementation and
ABAP
SQL
maintenance significantly
compared to building full ETL
App Layer
App Layer
solution from scratch Siebel
Oracle Other
OLTP
PeopleSoft SAP

Business Analytics
Warehouse
Source Independent Layer
Load
Encapsulates warehouse load logic
Handles: Source Independent Load
Slowly changing dimensions
Key lookup resolution /
surrogate key generation Staging Tables
Insert/update strategies
Currency conversion
Data consolidation Source Dependent Extract
Extract
Uses Bulk Loaders on all db Power Power
Connect Connect
platforms
SQL
SQL
SQL
ABAP
SQL
App Layer
App Layer
Siebel
Oracle Other
OLTP
PeopleSoft SAP

ETL Component Architecture
Source Dependent Extract mplt Source Independent Load
(SDE) (SIL)
Oracle
SAP R/3 Business Component Business

Business
Source Independent
Analytics
Analytics
Source Adapter
Warehouse
Warehouse
Mapplet
Siebel
Mapplet
Mapplet
Universal
Universal PLP
Staging
Staging
PSFT Area
Area
EDW mplt
Other
Post Load Process –
mplt Each record is stamped Designed to build
with Source ID Aggregates on Base Fact
Tables

ETL Mapping Example – Product Dimension
Business Component Mapplet for Oracle Applications
Source
Oracle EBS Source Qualifier Expression Mapplet output to

Source Table Transformation Extract Mapping

Extract Mapping (to Temporary Staging) for Oracle
Applications Source
Business Component Source Adapter Temporary

Mapplet for Oracle EBS Mapplet Staging Table
Product Master

Extract Mapping (Temporary Staging to Final Staging)
for Oracle Applications Source
Temporary Staging Source Expression Universal

Tables (Product Master) Qualifier Transformation Staging Table

Load Mapping for Oracle Applications Source
Universal Staging Source Source Independent W_PRODUCT_D

Table Qualifier Load (SIL) Mapplet Data Warehouse
Table

Configuration Example – ROW_WID (Primary Key)
• Flexibility of Configuration
• Configuration of grain of data for facts/dimensions easily possible

Configuration Example – Slowly Changing
Dimension

Incremental Extraction and Load
The Logic Behind incremental ETL
• A variety of strategies used to optimize incremental extracts and loads
• Overall Philosophy – Extract incrementally if possible, else load
incrementally
• Siebel
• Use a combination of a date window and rowid comparisons
• Oracle
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• PeopleSoft
• Use a date window and last update dates for extraction wherever
possible
• SAP
• Use a date window and last update date for extraction
• Also use dates/record images to control updates on target
• Certain dimensions are fully extracted and but updates on target are
controlled

How Last Minute Changes Are Captured
• Mostly one set of Mappings for both Initial and

Incremental Loads
• Incremental extract will pick up the data that has been
created/updated since the last extract date
• No need not worry about last minute changes
• Changes before the extract mapping runs, will be picked up in
the current run
• Changes after that will be picked up in the next run
• Controlled through DAC, Parameter “Prune Days”
• Allows to go back "n" number of days since the last extract
which will ensure that last minute changes have been picked
up.

DAC Parameter Setting for Prune Days

Data Warehouse Administration Console (DAC)
Strong Competitive Differentiator
• For warehouse developers and ETL Administrator

• Metadata driven “ETL orchestration tool”
• Application Configuration
• Execution & Recovery
• Monitoring
• Allows:
• Pin-point deployment
• Load balancing / parallel loading
• Reduced load windows
• Fine-grained failure recovery
• Index management
• Database statistics collection

Physical Data Model Overview
Oracle BI
Services
Workflows
Administration
Metrics / KPIs
Metadata
Oracle BI
Server
Physical Map
• Integrated enterprise-wide data
Data Warehouse / warehouse built with conformed
Data Model
dimensions
Direct
Access to Load Process • Allows modular deployment
DAC
Source
Data Staging Area ETL • Lowest grain of information
Extraction Process • Prebuilt Aggregates to support
navigation from Summary to details
• Tracks historical changes
• Implemented and optimized for
Oracle SAP R/3 Siebel PSFT EDW Oracle, SQL Server, IBM UDB/390,
Other Teradata
Common Enterprise Information Data Model
HR / Workforce
Customers Suppliers
Procurement
Distribution
Operations
Marketing
Finance
Service
Sales
Customers Suppliers
Customers Suppliers
Features: Benefits:
• Conformed dimensions • Enterprise-wide business analysis
• Transaction data stored in most (across entire value chain)
granular fashion • Access summary metrics or drill to
• Tracks full history of changes lowest level of detail
• Prebuilt and extensible • Accurate historical representations
• Built for speed

Support for Cross-Functional Analysis
Pre-requisite of common conformed dimensions
Dim Table Products Dim Table

Dimension
Dim Table Dimension
Dim Table
Tables Dimension Tables
Purchase
Sales Orders
Orders
Fact Table
Fact Table
Time
Dimension
Supply Chain & Order Procurement and Spend
Management Analytics Analytics
Q. How many of my top customers bought

products from my worst suppliers?

Oracle BI Apps: Selected Key Entities
Unified multi-source data model
Sales Call
Sales
Opportunities CallCenter
Center Conformed
ConformedDimensions
Dimensions
ACD
Opportunities
Quotes ACDEvents
Events
Quotes Rep Activities Customer
Pipeline Rep Activities Customer
Contact-Rep
Pipeline Contact-RepSnapshot
Snapshot Products
Products
Targets
Order Targetsand
andBenchmark Suppliers
OrderManagement
Management IVR
Benchmark
Suppliers
Sales Order Lines IVRNavigation
NavigationHistory
History Cost
Sales Order Lines
Sales CostCenters
Centers
SalesSchedule
ScheduleLines
Lines Service Profit Centers
Profit Centers
Bookings Service
Bookings Internal
Pick Lines
Pick Lines
Service
ServiceRequests
Requests InternalOrganizations
Organizations
Billings Activities Customer
CustomerLocations
Locations
Billings Activities
Backlogs Agreements
Agreements Customer Contacts
Backlogs Customer Contacts
GL
GLAccounts
Accounts
Marketing
Marketing Workforce
Campaigns Workforce Employee
Employee
Campaigns Compensation
Compensation
Responses Employee Sales
SalesReps
Reps
Responses EmployeeProfile
Profile Service
Marketing
MarketingCosts
Costs Employee
EmployeeEvents
Events ServiceReps
Reps
Partners
Partners
Supply
SupplyChain
Chain Pharma Campaign
Purchase Pharma Campaign
PurchaseOrder
OrderLines
Lines Prescriptions
Prescriptions Offers
Purchase Requisition Lines Syndicated Market Data Offers
Purchase Requisition Lines Syndicated Market Data Ledger
Purchase
PurchaseOrder
OrderReceipts
Receipts Ledger
Inventory
InventoryBalance
Balance Financials
Inventory Transactions
Inventory Transactions Financials Modular
Financial
FinancialAssets
Assets ModularDWDWData
DataModel
Modelincludes:
includes:
Insurance Claims ~350 Fact Tables
Finance
Finance
Insurance Claims ~350 Fact Tables
Receivables ~550
Receivables
Payables
Public
PublicSector
Sector ~550Dimension
DimensionTables
Tables
Payables
General Benefits ~5,200 prebuilt Metrics
~5,200 prebuilt Metrics
GeneralLedger
Ledger Benefits
Cases
COGS
COGS Cases (2,500+
(2,500+are
arederived
derivedmetrics)
metrics)
Incidents
Incidents
Leads ~15,000
~15,000Data
DataElements
Elements
Leads
Types of Fact Tables
• All base facts are based on single business function, e.g. Sales Order
Lines, Sales Cycle Lines, etc.
• Types of Fact Tables
• Transactional Facts
• Mirror of transactional data from the source
• Lowest atomic grain of each transactional record
• E.g. Employee Events Fact, Order Lines Fact
• Snapshot Facts
• Snapshot of balances across time
• E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and
AP aging snapshots & Opportunity Pipeline
• Cycle Lines Facts
• Derived from multiple fact tables, typically store process cycle times
• E.g. Sales Order Cycle Lines, Purchase Cycle Lines
• State Transition Facts
• Required for specialized transition count metrics
• Customer State transitions (# New, # Inactive customers, etc)
• Aggregate Facts
• Performance enhancement on key metrics
• E.g. Payroll Aggregate (out of box Monthly, but configurable to other
grains)

Business Process Conformance
• Native source specific transaction types are

transformed and appended to standardized
warehouse codes
• Standardized warehouse codes are superset of all
supported sources
• Native source specific transaction types are retained
for source specific analysis
• E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit
Memo types

Example: Accounts Receivable Process
Standard Warehouse
Code
Invoice Invoice and Payment Invoice items AR documents with DR
Schedules document type
CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo AR documents with DA
items document type
Payments Cash Receipts etc. Payments/ Deposits AR documents with DA

document type and ‘A’
as special indicator
Payment Applications Cash/CR Memo Payment Item Activities AR documents with DZ
applications/Adjustments document type
Other All other types of BI/AR: All other types of All other types of AR
transactions items documents

Example: Accounts Receivable Process
• All source transaction type code values are stored and appended with standardized
warehouse codes
• All higher layers in the architecture and metrics use same standardized warehouse codes
• Stored source transaction type code values enables integration back into each
transactional system
TYPE TYPE CODE TYPE_DESC WAREHOUSE CODE

TYPE_DESC WAREHOUSE CODE
CODE
O Credit memo Credit Memo Credit Memo Credit Memo Credit Memo
4 Credit memo list Credit Memo

On-Account Credit On-Account Credit Credit Memo
S Credit memo cancellation Credit Memo Cancellation
Debit Memo Debit Memo Debit Memo
P Debit memo Debit Memo
6 Intercompany credit memo Intercompany Credit Memo Debit note Debit note Debit Memo
5 Intercompany invoice Intercompany Invoice Invoice Invoice Standard Invoice

N Invoice cancellation Invoice Cancellation
Contra Contra Standard Invoice
U Pro forma invoice Pro forma Invoice
3 Invoice list Standard Invoice
M Invoice Standard Invoice

Example: Employee FLSA Status Derivation Process
• All source FLSA Status code values are stored and appended with standardized
warehouse codes
• All higher layers in the architecture and metrics use same standardized warehouse codes
• Stored source FLSA Status code values enables integration back into each transactional
system
TYPE
TYPE_DESC WAREHOUSE CODE TYPE CODE TYPE_DESC WAREHOUSE CODE
CODE
N Nonexempt Non-Exempt NEX Non Exempt Non-Exempt
E Executive Exempt EX Exempt Exempt
M Management Exempt
A Administrative Exempt
P Professional Exempt
O Outside Salesperson Exempt

Enhanced Multi Currency Support
• BI Apps Physical Data Model stores and supports 5
currencies
• Document Currency – the currency of the transaction
• Local Currency - the base currency of your ledger, the currency in
which your accounting entries are recorded in
• Global Currencies – common currencies used
• OOTB support for three global currencies (Global1, Global2,
Global3)
• Default currency for all reporting is Global1
• Every amount from source system is loaded into
Document Currency amount and Local Currency amount
• Exchange rates sourced from source system to load each
of the 3 global currencies
• All currency amounts are stored as persisted calculations
• Currency conversion is done at ETL time

Multiple Calendar Support
• Supports Gregorian and Fiscal hierarchies out of the

box
• Allows configuration of fiscal calendar, e.g. 4-4-5
• Configuration to support multiple fiscal hierarchies
depending on user profile
• Requires Initialization block to read user profile
• Dynamically use the appropriate calendar table
• CRM OnDemand implementation supports twelve fiscal
calendars

Localization / Globalization
• Dynamic Language Conversion (translation to 28

languages)
• Arabic, Chinese (Simplified), Chinese (Traditional), Croatian,
Czech, Danish, Dutch, English, Finnish, French, German, Greek,
Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian,
Polish, Portuguese (Brazilian), Portuguese (European),
Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish
• Codepage / Unicode support
• Dynamic Time Zone translations
• All timestamps are stored in warehouse stored as UTC
• Custom labeling and naming support / Flex Field
Naming
• Column Names can be dynamically named

Data Integration – Multi Source Loads
• Segregation and Lineage captured in data model
• Source data keys, comprised of:
+
INTEGRATION_ID DATASOURCE_NUM_ID
Part no. Plant id

+ +
‘MT27907b’ ‘NW3’ ‘SAPJapan’
Example: Key_id for Products dimension

SAP ‘MATNR ~ MANDT’
Oracle EBS ‘item_id ~ organization_id

Business Process Outsourcing Support
Oracle BI Apps supports multi-tenant concept
• Unique Enterprise Multi-Source data model

• Segregates and maintains data lineage via
DATASOURCE_NUM_ID when loading data from several
sources
• Additional TENANT_ID key allows even more flexibility for
data model to support multiple-tenanted source systems
• Enables a variety of deployment, data segregation /
separation strategies within the same data warehouse
End Customer Data Sources
BPO Customer 1 PSFT HR 8.8 North America instance
BPO Customer 1 PSFT HR 8.8 European instance
BPO Customer 2 Oracle EBS 11i10 HR instance

Server Repository Overview
Oracle BI
Services
Workflows
Administration
Metrics / KPIs
Metadata
• Multi-layered Abstraction
Oracle BI
Server • Prebuilt Metrics/Dimensions
Physical Map • Prebuilt hierarchy drills and cross
dimensional drills
Data Warehouse /
Data Model • Prebuilt Aggregate navigation
Direct
Access to Load Process • Multi-pass complex calculated
DAC
Source
Data Staging Area ETL
Metrics / KPIs
Extraction Process
• Federation of queries
• Visibility & Personalization
• Prebuilt Security inherited from
Oracle EBS, PeopleSoft, Siebel
Oracle SAP R/3 Siebel PSFT EDW CRM
Other
Metrics and Calculations
• The applications provide several complex metrics defined logically

with an expression builder
• Share base (e.g. % share of one product sales over all products sales)
• Indexes (e.g. this division’s performance as a ratio of all divisions)
• Cross subject area metrics (across Finance and HR, e.g. Revenue per
employee)
• Variances (e.g. Budget vs Actual)
• Time series metrics
• MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD)
• Period Ago Metrics (e.g. Revenue YAGO)
• Snapshot at any point of time support (e.g. # Open Service Requests)
All of these are done logically

without adding data model/ ETL complexity

OBI EE Plus vs BI Applications
Oracle Business Intelligence Enterprise Edition Plus
Oracle Business Intelligence Applications – Prebuilt Metadata

BI Applications – Prebuilt Metadata Example
Physical to Business Model Mapping

Business Model to Presentation Mapping

Inventory Compound Metrics- Inventory Turns
Example
• Flexibility of configuring derived calculation expressions

Hierarchies – Plant Location Example

Rich Dimensional Attributes

Web Catalog Overview
Oracle BI
Services
Workflows
Administration
Metrics / KPIs
Metadata
Oracle BI
Server
Physical Map • Role based dashboards

Data Warehouse / • Prebuilt Reports/Dashboards
Data Model
Direct
• Guided Navigation
Load Process
Access to • Conditional navigational links
DAC
Source
Staging Area ETL
Data • Analytic Workflows
Extraction Process
• Alerts
• Highlighting
• Action Links to Oracle EBS,
Oracle SAP R/3 Siebel PSFT EDW PeopleSoft, Siebel CRM
Other
Dashboard
Pages
Example: Role Based
Dashboard
Roles
Performance
Measures
Highlighting
Conditional Navigation Flexible

View Selectors
Reports based on Prebuilt Reports

Multiple Sources with over 5200 metrics
Guided
Navigation

Even more metric value under the surface
Not all measures in

Metrics used in presentation layer
Reports & used in reports &
Dashboards dashboards
Metrics in Subject Subset of logical measures are

Areas exposed in presentation layer
Metrics in Logical Aggregations, time series calculations and derived

Layer calculated measures extend physical measures
Measures from physical

Metrics in Physical columns in data
Warehouse warehouse

Analytic Workflows
Directed analysis helps inexpert users
Guided Navigation
• Enables users to quickly navigate a standard path of analytical discovery
specific to their function and role
• Enhances usability and lowers learning curve for new users
Conditional Navigation
• Appears only when conditions are met and alerts users to potential out of
ordinary conditions that require attention
• Guides users to next logical step of analytical discovery

Analytic Workflows – Financial Analytics
Business
Objectives / Maximize Cash Flow
Issues
Is DSO on target? Is DPO on target?
Is Overdue Balances Are Payment Terms

trending up? in compliance?
• Business Function:
How long is the
Receivables
Gain What is the aging of
Insights
underlying Overdue
Due Balances? • Role:
Balance pending?
Director, Credits & Collections
• Objectives:
Who are the Customers Drill to
and Collectors? Due Balances by Region • 1) Maximize Cash Flow
• 2) Control Risk of
Drill to Receivables Portfolio
Overdue Invoice Detail
Target collection efforts to

Take Action reduce overdue balances
Analytic Workflows – Financial Analytics
Business Maximize cash flow

Objectives/
Issues
Is DSO on target?
Is overdue balances Drill to

trending up?
Detail
How long is the
Gain underlying overdue
Insights balance pending?
Who are the customers?
Drill to
overdue invoice detail
Take Target collection efforts

Action to reduce overdue
balances

Navigate from Analytical to Operational
Insight to Action via Action Links
• Seamless navigation from analytical information to

transactional detail while maintaining context
• Works with Oracle EBS, Siebel CRM, PeopleSoft
Action Links

Flexfield and Value Set Integration
• Key Flexfields (KFFs)

• Accounting Flexfield (GL#)
• Territory Flexfield (CT#)
• Item Categories (MCAT)
• HR Position (POS)
• HR Job (JOB)
• HR Pay Grade (GRD)
• Descriptive Flexfields (DFFs)

• Stored in data warehouse extension columns
• E.g. GL Account attribute fields
• Value Set Hierarchy

• Extract hierarchical relationships of Value Sets

Deployment Options
Standalone Interactive Dashboards BI in a Portal via JSR-168/WSRP

Deployment Options
Embedded Directly in Applications
E-Business Suite PeopleSoft
Siebel

Oracle BI Apps Security Integration
Tight security integration with Oracle Applications
Service & Supply Chain

Procurement Human
& Spend Resources
Center Management
User Object Data

Tightly integrated security model Security Security Security
Oracle BI Supports iPlanet, Novell, MSFT AD,

Foundation Oracle Identity Directory (OID), and others
Right content shown to the right user

User
User Security Security
How do I get in?
• Oracle BI EE Security Based Authentication

• Defines and stores user information in the RPD
• LDAP Authentication
• Stores information from the LDAP server in session variables
• External Table Authentication

• Maintains list of users in an external database
• Database Authentication
• Authenticates users through database logins
• Single Sign-On (SSO)

• Provides an open interface to enable web integration with SSO
products

User
Example: Single Sign-On with Oracle Security
E-Business Suite Applications

3
navigate to
2
store ICX
session cookie
in browser
5
establish connection with
Oracle EBS
Web
Browser Oracle EBS Oracle BI
user 1
log in once 6
drill back to Oracle EBS
via Action Links 4
validate session via
the ICX cookie

Object
Object Security Security
What parts of the application can you see?

• Business Logic Object Security
Presentation Layer Controls access to
Semantic Object Layer Subject Areas, Tables
Physical Layer
and Columns
• Web Object Security

Limits access to
Dashboards, Reports
and Web Folders
• Query Blocking
• Specified combinations of columns in queries can be blocked
from running and the user is notified of the illegal query

Object
Object Security for Siebel, EBS Security
and PeopleSoft
Associated with Web Catalog
Group: Order Management Manager Dashboards:
Order Management
Order Fulfillment
is assigned Responsibility/Role
: Order Management is associated with
Manager
User: OM Manager
Subject Areas:
Sales - Order Lines
Sales - Orders, Backlog and
Associated with Security Group:
Order Management Manager Invoices

Data
Data Security for EBS Security
What data can you see?
• Multi-Org data access support with

Oracle E-Business Suite applications:
• Operating Unit
• Inventory Organization
• Business Group
• Company Org
• Ledger/ Set of Books
• Position
• HR Security Profile

Data
Example: Responsibility and Inventory Org

relationship in Oracle E-Business Suite
assigned to
Responsibility
user
associated with
Inventory
Organization

Data
Example: Inventory Org Based Security in Oracle BI
Oracle
E-Business
Suite
retrieve Inventory Orgs

based on FND_USER tables
log in
Oracle BI
user show data based on
security group filters
3

Application Upgrade Methodology
Web Catalog Upgrade
UI based tool to analyze and merge
Oracle BI
Dashboards by Role Presentation reports/dashboards
Services Forward compatible with new BI
Reports, Analysis / Analytic Presentation Services releases
Workflows
Administration
Analytics Repository Upgrade

Metrics / KPIs Automated 3-way merge functionality
Metadata
Oracle BI
Original OOTB, Customer Modified, Current
Logical Model / Subject Areas OOTB
Server
Preserves customer changes and
Physical Map incorporates Oracle enhancements
Data Warehouse / ETL & Warehouse Upgrade

Data Model
Customization Methodology isolates
Direct
Load Process
customer changes
Access to Diff tools to determine and reapply changes
DAC
Source
Data Staging Area ETL DW model and data upgrade shipped with
each release
Extraction Process
DAC metadata
Diff tools to determine and reapply
changes

Other
Speeds Time To Value and Lowers TCO
Build from Scratch Oracle BI
with Traditional BI Tools Applications
Training / Roll-out
Define Metrics Faster deployment

& Dashboards Lower TCO
Assured business value
DW Design
Training / Rollout Easy to use, easy to adapt

Define Metrics Role-based dashboards and thousands
Back-end & Dashboards of pre-defined metrics
ETL and DW Design Prebuilt DW design, adapts to your EDW
Mapping
Back-end Prebuilt Business Adapters for Oracle,
ETL and PeopleSoft, Siebel, SAP, others
Mapping
Quarters or Years Weeks or Months
Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

Typical Effort & Customization balance
Additional dashboards and

reports, guided and conditional
Dashboards & Reports Easy navigations, iBots, etc.
Additional derived metrics,

custom drill paths, exposing
OBIEE Metadata Moderate extensions in physical, logical and
presentation layer, etc.
Extension of DW Schema for

extension columns, additional
DW Schema Intermediate tables, external sources,
aggregates, indices, etc.
Extension of ETL for

ETL Involved extension columns,
descriptive flexfields,
additional tables, external
sources, etc.
Degree of Level of
Customization Effort

BACKUP SLIDES

ETL

Example: Employee Dimension populated
from PeopleSoft
SDE_PSFT_EmployeeDimension_Phones
SDE_PSFT_EmployeeDimension_Addresses
SDE_PSFT_EmployeeDimension_Biography1
W_EMPLOYEE_D
W_EMPLOYEE_D
SDE_PSFT_EmployeeDimension_JobInformation
SDE_PSFT_EmployeeDimension
SIL_EmployeeDimension

Employee Dimension populated from PeopleSoft
PeopleSoft Source Expression Temporary Staging

BC maplet Transformation Table
(see below)
PeopleSoft Expression Maplet output to

Source Qualifier
PeopleSoft Source Expression Temporary Staging

BC maplet Transformation Table
(see below)

Source Qualifier
Temporary Staging
Table
PeopleSoft Source Expression

BC maplet Transformation
(see below)
Lookup
Procedures

Source Qualifier
Source Tables Transformation Extract Mapping
Temporary Staging
Table
PeopleSoft Source Expression

(see below)

Source Qualifier
Temporary Staging
Table
Lookup
PeopleSoft Source Expression Procedures
(see below)

Source Qualifier
maplet
PeopleSoft Expression
Source Table Source Qualifier Temporary Staging
Transformation
Table

Expression
Transformation
Expression
Transformation
Lookup
Procedures
Input to Maplet Maplet output to

(from above) Extract Mapping

SIL_EmployeeDimension_SCDUpdate
Expression
Transformation
Target Definition
Source Definition
Filter (SCD logic)
Source Qualifier

Example of ETL Adapter
Business Component for Oracle EBS Purchase Order Lines Fact
• Reusable and part of extract mapping

• Isolates customers from dealing with source system complexity
Mapplet output to
Oracle EBS PO Source Source Expression
Extract Mapping
Tables Qualifier Transformation
Example of ETL Adapter…Contd.
Source Dependent Extract (SDE) mappings
for Purchase Order Lines Fact
• Allows to keep all source specific logic in the extract layer
• Allows to keep data extracts separate from data loads
Oracle EBS
Business Component Expression Source Adapter Universal Staging

Mapplet (for PO Fact) Transformation Mapplet Table
Universal Source
Flat File Source (for PO Source Expression Universal Staging

© 2008 Oracle fact) Qualifier
Corporation – Proprietary and Confidential Transformation Table 87
Example of ETL Adapter…Contd.
Source Independent Load (SIL) mapping for
Purchase Order Lines Fact
• Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal)
• Provides the ability to deliver new adapters quickly
• Helps customers to add new legacy sources easily with minimum efforts
Universal Staging Expression Source Independent W_PURCH_ORDER_F

Table Transformation (SIL) Mapplet Data Warehouse Table

PeopleSoft Trees

PeopleSoft Tree Support via ETL
• Challenge
• Tree structures require recursive joins
• Relational BI technologies do not support this
• Approach
• Import tree structures into metadata
• Flatten structures via ETL
• Use a star schema for data storage
• Define hierarchies instead of nodes
This is accomplished using the provided ETL technology as part of the pre-built BI
Applications – using concept of an application source rather than a relational source

Importing Records

Importing PeopleSoft Pages

Importing PeopleSoft Trees

Action Links

Tight Integration with Oracle Applications
Action Links navigate from analytical to operational
• Action Links
• Seamless navigation from analytical information to transactional
detail while maintaining context
• Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise

Action Link configuration for Oracle
EBS
• Identify the Oracle E-Business Suite Application page/function
that you want to link to. Obtain the function_id of that page and
identify the query string parameters required by that page. This
will have to be done by going through Oracle E-Business Suite
documentation
• Identify the Oracle E-Business Suite table that will support the
parameters needed for the Oracle E-Business Suite function
(page) that you want to build an Action link to and create this
physical table in the Oracle E-Business Suite OLTP schema as
an opaque view
• Action Link is dynamically generated by calling the
FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL() function
in the Oracle E-Business Suite Database Schema

Action links between Analytics reports
and Siebel CRM
• Direct navigation from record to transactional while
maintaining context
• Java script in Siebel Analytics issues SWE command
to navigate to given view and query for ROW_ID of
record in given applet

Action Links Configuration for Siebel CRM

Action Link configuration for
PeopleSoft Enterprise
• Create a URL Id for the path to the PIA component in
the PSURLDEFN table in EPM. Add a forward slash
to the beginning of the string. Make sure that all the
search key fields are on the string and their parameter
values are denoted as :1, :2 etc depending on the
number of keys of that component
• In the OBIEE Administration tool, create an
Initialization Block and a Session Variable that we will
use to create the URL for the source system. We
need to create an Init Block. for each drill-down PIA
page
• Create a new logical column and use as action link

Security

User
Example: External Table Authentication Security
with Siebel CRM Applications
execute “Authentication”
Init Block
Web Siebel CRM

Browser Oracle BI
Application DB
user 1 Table S_USER
log in
3
authenticate username
and password

User
Example: Single Sign-On with Siebel Security
CRM Applications
2
integrate via symbolic
URL infrastructure
3
establish connection using
NQHOST parameter
Web
Browser Siebel CRM Oracle BI
user 1
log in once 4
drill back to Siebel CRM
via Action Links

Object
Example: Role Identification with Security
PeopleSoft
PeopleSoft
fetches roles from

PSROLEUSER via
session init block
1
log in
Oracle BI
3
user
show objects based
on matching object
security group

Data
Data Security for Siebel CRM Security
• Data Security support with Siebel CRM

Applications:
• Position
• Owner
• Organization

Data
Example: Position Based Security
is assigned Position:
Sales Manager
Analytics
User: Sales Manager
(is stamped on Data Object)

can view
Data Object:
Account
Partner
Order

Data
Example: Position Based Security
ETL
Oracle Business
Analytics Siebel CRM
Warehouse
retrieve position hierarchy

from the warehouse
log in
Oracle BI
3

Data
Data Security for PeopleSoft Security
• Data Security support with PeopleSoft

Applications:
• Set ID
• Company Org
• Operating Unit
• HR Business Unit
• Payables Business Unit
• Receivables Business Unit
• Position
• Ledger/ Set of Books

Data
Example: Operating Unit Based Security
PeopleSoft
fetches Operating Unit

Organization (s) via
session init block
1
log in
Oracle BI
3

Data
Example: HR Business Unit Based Security
Managed by
HR Organization
User: HR Analyst
Owned by
can view
Data Object:
HR Data

Data
Organization Based Data Security Security
Regular Employee Data Visibility
• We extract employee-manager relationships from

PS_JOB
• A regular employee can only see his data and his
subordinates’ data

Data
HR Analyst Data Visibility
• An HR analyst can see all HR data for an

Organization he or she is managing

Data
HR Analyst Data Visibility
• Within his own Organization, an HR analyst

can only see his subordinates’ HR data

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.


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INSTRUCTIONS FOR USE

• THIS PRESENTATION IS MEANT FOR

© 2008 Oracle Corporation – Proprietary and Confidential 1

• This presentation is meant for an audience that doesn’t understand

© 2008 Oracle Corporation – Proprietary and Confidential 2

© 2008 Oracle Corporation – Proprietary and Confidential 3

The following is intended to outline our general

© 2008 Oracle Corporation – Proprietary and Confidential 5

Oracle BI Applications Architecture

© 2008 Oracle Corporation – Proprietary and Confidential 7

© 2008 Oracle Corporation – Proprietary and Confidential 8

Service & Supply Chain

Oracle BI Apps • Common Enterprise Information Model

IVR, ACD, CTI

© 2008 Oracle Corporation – Proprietary and Confidential 9

Service & Supply Chain Human

Pipeline Service Campaign Direct / Indirect Revenue and General Employee

Forecast Customer Customer Buyer Inventory Accounts Compensation

Lead Churn & Campaign Employee BOM Expense Return on

Other Operational &

© 2008 Oracle Corporation – Proprietary and Confidential 10

© 2008 Oracle Corporation – Proprietary and Confidential 11

© 2008 Oracle Corporation – Proprietary and Confidential 12

Metrics / KPIs Logical to Physical Abstraction Layer

Oracle SAP R/3 Siebel PSFT EDW

Oracle BI Business Analytics

Metrics / KPIs Source Independent Load

© 2008 Oracle Corporation – Proprietary and Confidential 16

© 2008 Oracle Corporation – Proprietary and Confidential 17

© 2008 Oracle Corporation – Proprietary and Confidential 18

SAP R/3 Business Component Business

© 2008 Oracle Corporation – Proprietary and Confidential 19

Oracle EBS Source Qualifier Expression Mapplet output to

© 2008 Oracle Corporation – Proprietary and Confidential 20

Business Component Source Adapter Temporary

© 2008 Oracle Corporation – Proprietary and Confidential 21

Temporary Staging Source Expression Universal

© 2008 Oracle Corporation – Proprietary and Confidential 22

Universal Staging Source Source Independent W_PRODUCT_D

© 2008 Oracle Corporation – Proprietary and Confidential 23

© 2008 Oracle Corporation – Proprietary and Confidential 24

© 2008 Oracle Corporation – Proprietary and Confidential 25

© 2008 Oracle Corporation – Proprietary and Confidential 26

• Mostly one set of Mappings for both Initial and

© 2008 Oracle Corporation – Proprietary and Confidential 27

© 2008 Oracle Corporation – Proprietary and Confidential 28

• For warehouse developers and ETL Administrator

© 2008 Oracle Corporation – Proprietary and Confidential 29

© 2008 Oracle Corporation – Proprietary and Confidential 31

Dim Table Products Dim Table

Q. How many of my top customers bought

© 2008 Oracle Corporation – Proprietary and Confidential 32

© 2008 Oracle Corporation – Proprietary and Confidential 34

• Native source specific transaction types are

© 2008 Oracle Corporation – Proprietary and Confidential 35

Payments Cash Receipts etc. Payments/ Deposits AR documents with DA

© 2008 Oracle Corporation – Proprietary and Confidential 36

TYPE TYPE CODE TYPE_DESC WAREHOUSE CODE

4 Credit memo list Credit Memo

5 Intercompany invoice Intercompany Invoice Invoice Invoice Standard Invoice

3 Invoice list Standard Invoice

M Invoice Standard Invoice

© 2008 Oracle Corporation – Proprietary and Confidential 37