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Mark Rittman, Director, Rittman Mead Consulting Oracle Open World 2008, San Francisco. Session #S301063
T : +44 (0) 8446 697 995 E : email@example.com W: www.rittmanmead.com
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Who Am I?
• Oracle BI&W Architecture and Development Specialist • Co-Founder of Rittman Mead Consulting ‣ Oracle BI&W Project Delivery Specialists • 10+ years with Discoverer, OWB etc • Oracle ACE Director, ACE of the Year 2005 • Writer for OTN and Oracle Magazine • Longest-running Oracle blog ‣ http://www.rittmanmead.com/blog • Chair of UKOUG BIRT SIG • Co-Chair of ODTUG BI&DW SIG • Speaker at IOUG and BIWA events
T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.rittmanmead.com
USA T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.Rittman Mead Consulting • Oracle BI&DW Project Specialists • Consulting. Europe.rittmanmead. Oracle BI.com W: www. DW technical specialists • Clients in the UK. Training. focused team • OWB. Support • Works with you to ensure OBIEE and Oracle BI Applications project success • Small.com .
com W: www. SAP data • But what if you want to extend or customize it . ETL and RPD • The pre-built offerings covers a wide aspect of EBS. comes with pre-built data warehouse. Siebel.What is this Presentation About? • The Oracle BI Applications are Oracle’s packaged DW & Analytics offering • Based around OBIEE.com .how does this work? T : +44 (0) 8446 697 995 E : enquiries@rittmanmead. PSFT.rittmanmead.
Oracle Business Intelligence Applications • Packaged set of ETL mappings.rittmanmead.com W: www.com . dimensional data warehouse and pre-built reports and dashboards • Financial Analytics • HR Analytics • Marketing Analytics • Order Management Analytics • Sales Analytics • Service Analytics • Contact Center Analytics • Supply Chain Analytics T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
Analysis / Analytic Workflows !! !! !! !! !! Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalization Dynamic SQL Generation Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing Administration Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process Oracle BI Server Metadata Metrics / KPIs !! !! !! !! !! !! !! !! ETL DAC !! Highly Parallel !! Multistage and Customizable !! Deployment Modularity EDW Other 45 Oracle SAP R/3 Siebel PSFT Federated Data Sources T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.Oracle BI Applications Architecture Oracle BI Presentation Services Dashboards by Role Reports.com W: www.com .rittmanmead.
Oracle Data Warehouse Administration Console • Control panel for running the OBAW load process • ETL packaged into Execution Plans • Tight integration with Informatica • Run jobs.rittmanmead.com W: www.com . monitor progress • The added value on top of the OBAW and INFA mappings T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
rittmanmead. initial work done by INFA to load warehouse • Similar development style to OWB.com W: www.com .1. ODI • Licensed for loading the OBAW only • Mappings sequenced and controlled from DAC ‣ Positioned as an embedded tool T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.Informatica PowerCenter 8.1 • The Informatica ETL tool is used to load data into the OBAW ‣ Support for multiple platforms.
rittmanmead.com .com W: www.Prebuilt OBIEE Repository T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
com W: www.Prebuilt Dashboards and Reports T : +44 (0) 8446 697 995 E : email@example.com .
The Oracle BI Applications Business Model & Mapping Layer • The Business Model and Mapping layer contains the complete. integrated logical data model for the OBAW • Divided in to core and application-specific business models • Coverage of the business model is determined by the products selected at installation time T : +44 (0) 8446 697 995 E : firstname.lastname@example.org .com W: www.rittmanmead.
DAC and Prebuilt Repository T : +44 (0) 8446 697 995 E : email@example.com .com W: www.Demonstration Oracle Business Analytics Warehouse.rittmanmead.
Customizing the Oracle Business Analytics Warehouse • Although the OBAW comes with many star schemas and many ETL routines.com W: www. you will probably wish to extend and customize it to meet your neds ‣ Include flex-field data ‣ Adding data from a custom source ‣ Adding new facts.rittmanmead. dimensions.com . hierarchies • Data can come from many sources ‣ Sources with adapters and existing load routines you can customize ‣ Sources with adapters but no load routines (source unsupported for subject area) ‣ Unsupported sources (using the Universal Adapter) T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
Customization Types • OBAW customizations can be divided in to three categories ‣ Category 1 are where we add an additional column to an existing star schema ‣ Category 2 are where we add a new fact or dimension table ‣ Category 3 are where we add additional rows to an existing fact or dimension.rittmanmead.com . from an unsupported source T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.
we will perform a Category 1 customization and edit existing SDE and SIL mappings T : +44 (0) 8446 697 995 E : email@example.com .Customizing and Creating New OBAW ETL Routines • Whichever type of customization you perform. you will be working with two mappings per target fact or dimension ‣ An SDE (Source-Dependent Extract) map to extract data from the source system ‣ An SIL (Source-Independent Layer) map to load data into the fact or dimension • Category 1 mappings involve customizing existing SDE and SIL mappings • Category 2 customizations involve creating new SDE and SIL mappings from scratch ‣ In this first example.com W: www.rittmanmead.
rittmanmead.com W: www.Source Dependent Extracts Source Dependent Extract (SDE) !! Source-specific and Universal Business Adapters !! Expose simplified business entities from complex source systems !! Converts source-specific data to universal staging table format !! Lightweight and designed for performance.com App Layer ABAP SQL . parallelism !! Extensible Source Independent Layer Source Dependent Extract SQL SQL SQL Power Connect Power Connect App Layer T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
Source Independent Layer Source Independent Layer (SIL) !!Encapsulates warehouse load logic !!Handles: !!Slowly changing dimensions !!Key lookup resolution / surrogate key generation !!Insert/update strategic !!Currency conversion !!Data consolidation !!Uses Bulk Loaders on all db platforms Source Dependent Extract SQL SQL SQL Power Connect Power Connect Source Independent Layer App Layer T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.com App Layer ABAP SQL .rittmanmead.
rittmanmead.com .Customization Scenario #1 : Category 1 Customization • The W_ORG_D table contains dimensional information on customers • We wish to add two new columns to the table from our EBS source • We also wish to follow the Oracle-supported method of customisation • Two ETL routines populate this dimension table ‣ SDE_OrganizationDimension_Customer ‣ SIL_OrganizationDimension_Customer T : +44 (0) 8446 697 995 E : email@example.com W: www.
com W: www.1.1 is a complete ETL toolkit ‣ Very much like Oracle Warehouse Builder.rittmanmead. Unix. Linux • Client is Windows-only • Five Key Informatica Client Tools ‣ Informatica Designer ‣ Informatica Workflow Manager ‣ Informatica Repository Manager ‣ Informatica Workflow Monitor T : +44 (0) 8446 697 995 E : firstname.lastname@example.org . but applies to all sources and targets ‣ Uses an ETL “hub” to process and distribute data • Server supported on Windows.Introduction to Informatica PowerCenter • Informatica PowerCenter 8.
Informatica Designer • Used for creating mappings • Registering source and target tables • The equivalent in OWB to the “Design Center” • This is where you design all your mappings.com W: www. data loading T : +44 (0) 8446 697 995 E : email@example.com . expressions.rittmanmead. transformations.
Informatica Repository Manager • Manages the Informatica Repository • Versioning of folders.rittmanmead.com .com W: www. mappings • Impact analysis and item lineage • Query repository • Manage users and privileges T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
com W: www.rittmanmead.Informatica Workflow Manager • Create and execute workflows ‣ The equivalent of OWB process flows • Define relational.com . file etc connections • Create tasks (packaged mappings) • Start and stop workflows • Restart after errors ‣ Starting and stopping workflows in Oracle BI Apps is handled by DAC ‣ Workflow Manager is used for initial creation and packaging of workflows and tasks T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
com W: www.com .rittmanmead.Informatica Workflow Monitor • Used to monitor the progress of workflows • Shows whether workflows have completed or errored • Used in the initial creation and testing of workflows ‣ Subsequent workflow monitoring carried out using DAC Console T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
1 T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.rittmanmead.com .Demonstration Informatica PowerCenter 8.1.
rittmanmead.Category 1 Customization Step 1 : Create New Folder • Create a new folder in the Informatica Repository • Call the folder CUSTOM_SDE_ORA11510_ADAPTER • This folder will need to be migrated after any software upgrade T : +44 (0) 8446 697 995 E : email@example.com W: www.com .
com . any mapplets.com W: www. select Edit > Paste • The mapping.Category 1 Customization Step 2 : Copy Across SDE Mapping • Open the SDE_ORA11510_ADAPTER folder • Locate the SDE mapping you wish copy • Select Edit > Copy • Open the CUSTOM_SDE_ORA11510_ADAPTER folder.rittmanmead. sources and targets will all be copied to the new folder T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
it is best to check that the mapping still executes correctly • You may need to drop existing workflow and recreate it • Checks that everything is correct before introducing changes T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.rittmanmead.com .Category 1 Customization Step 3 : Check Mapping Still Runs • Before progressing to the customizations.
rittmanmead.Category 1 Customization Step 4 : Customizing Sources/Targets • The W_ORG_DS (staging table) needs to be customized to add new columns ‣ W_ORG_D will be customized in the next section • Table needs to be customized using Target Designer.com . and through SQL*Plus sqlplus olap/password@orcl alter table w_org_ds add x_account_log varchar2(10)) / alter table w_org_ds add x_last_login varchar2(10)) / T : +44 (0) 8446 697 995 E : email@example.com W: www.
but these ones you can • Open the SDE mapping.com W: www.rittmanmead. locate mapplet and open it T : +44 (0) 8446 697 995 E : firstname.lastname@example.org .Category 1 Customization Step 5 : Locating SDE Mapplet • Mapplets are encapsulated business logic for extracting from sources ‣ Most encapsulated logic you can’t change (not supported).
com .Category 1 Customization Step 6 : Editing SDE Mapplet • In this instance.Edit the underlying SQL T : +44 (0) 8446 697 995 E : email@example.com W: www.Map in columns to ports . the columns you need are already in one of the source tables • Source Qualified transformation needs to be edited to bring in the new columns ‣ SQ transformations are like views ‣ Allow many tables to be resolved to a single source ‣ Two step editing process .
rittmanmead.com . the SDE mapping can be edited • New data goes through the X_CUSTOM expression (the “safe path”) • Presented out through the Target Definition using X_ column naming standard T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.Category 1 Customization Step 7 : Editing SDE Mapping • Once the new data is available from the mapplet.com W: www.
rittmanmead.com W: www. the SIL_OrganizationDimension_Customer is then copied ‣ Brings across all source.Category 1 Customization Step 8 : Create new SILOS Folder • Just as with the SDE Mapping. mapplets.com . targets • W_ORG_DS source and W_ORG_D target are then updated to reflect new columns T : +44 (0) 8446 697 995 E : enquiries@rittmanmead. a new folder for custom SIL mappings has to be created ‣ Named SILOS (standard name within OBI Apps) • Once folder is created.
rittmanmead. to bring in the new X_columns ‣ The SQ Source Qualified needs to have new data introduced to new ports ‣ The underlying SQL for the SQ needs to reflect the new columns T : +44 (0) 8446 697 995 E : firstname.lastname@example.org .Category 1 Customization Step 9 : Edit SIL Mapping Source • The source element of the SIL is then edited.com W: www.
rittmanmead.com .com W: www.Category 1 Customization Step 10 : Add New Columns to Filter • New columns in mapping have now to be passed through the existing filter • Ensures new columns are subject to the same filter as the existing columns • New columns added after the X_CUSTOM (safe path) column T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
com .Category 1 Customization Step 11 : Add Safe Path Expression • Existing columns go through an expression transformation • Standard practice is to create a new X_CUSTOM expression (if it is not already present) to accommodate the additional columns T : +44 (0) 8446 697 995 E : email@example.com W: www.rittmanmead.
same as previous exercise T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.rittmanmead.com .Category 1 Customization Step 12 : Copy Columns to Target • New X_ columns from the expression transformation are then copied to the • Once X_ data is copied to the Target Definition transformation it is ready to be loaded into the data warehouse and available for analysis • Further step (not in this lab) to integrate into DAC.
rittmanmead.Category 1 Customization Step 13 : Add New INFA Folders to DAC • The new Informatica Repository folders are then registered in the DAC • DAC tasks can now run mappings from these folders as part of an execution plan T : +44 (0) 8446 697 995 E : email@example.com .com W: www.
mappings etc associated with the Oracle Business Analytics Warehouse • Now that we have added new columns to the W_ORG_DS and W_ORG_D tables.com W: www. columns. we need to reflect these changes in the DAC T : +44 (0) 8446 697 995 E : firstname.lastname@example.org .rittmanmead.Category 1 Customization Step 14 : Update Tables in DAC • The DAC Repository holds details of all tables.
Category 1 Customization Step 15 : Amend DAC Task • The DAC task to load the dimension can now be altered. to point to our customized mappings folders instead T : +44 (0) 8446 697 995 E : email@example.com .com W: www.rittmanmead. to run our customized version of the mapping • This is achieved by changing the folder that the DAC goes to for the mapping.
rittmanmead.Demonstration An Original. SDE and SIL Mapping T : +44 (0) 8446 697 995 E : enquiries@rittmanmead. and Customized.com .com W: www.
com W: www.rittmanmead.Order Lines logical model ‣ Return Reasons (W_C_RETURN_REASON_D) dimension ‣ Sales Returns (W_C_SALES_RETURN_F) fact • Each has supporting source and staging tables • We wish to load these using the standard Oracle methodology • Four ETL routines are required to load these fact and dimension tables ‣ SDE_C_ORA_ReturnReasonDimension ‣ SDE_C_ORA_SalesReturnFact ‣ SIL_C_ReturnReasonDimension ‣ SIL_C_SalesReturnFact T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.Customization Scenario #2 : Category 2 Customization • We have a new fact and dimension to add to the Sales .com .
rittmanmead.com .com W: www. you will need to create your own ones • There is a standard methodology for creating these mappings • Standard columns in tables record the source of data. manage multiple data sources. prevent reload of existing data. the ETL cycle that loaded it • Standard routines exist to retrieve load IDs.Creating New SDE and SIL Mappings • When it is not possible to load new data through customizing existing SDE and SIL mappings. allow failed load routines to restart • DAC and Informatica work together to manage the load process • The key is to understand the control data and control routines that the BI Apps provide T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
the Staging Table need to include the following columns ‣ DATASOURCE_NUM_ID : an ID that uniquely identifies each data source ‣ INTEGRATION_ID : the primary key from the business source • For SIL Mappings.com W: www.Standard SIL and SDE Data Items • For SDE Mappings.rittmanmead.com . the Target Table needs to include the following columns ‣ DATASOURCE_NUM_ID : an ID that uniquely identifies each data source ‣ INTEGRATION_ID : the primary key from the business source ‣ ETL_PROC_WID : the sequence number of the ETL run that populated this row ‣ ROW_WID : the primary key of the warehouse table T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
Passing Runtime Parameters from the DAC to Informatica • Parameters can be added to mappings ‣ Populated from the DAC repository when mapping called by DAC ‣ Populated using default values when executed from within Workflow Manager ‣ Populated by the DAC when mapping is called as part of DAC Execution Plan T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.rittmanmead.com .
com W: www.Standard Transformations and Mapplets • Various standard transformations and mapplets are shipped with the BI Apps ‣ LKP_Get_Target_ETL_Proc_WID ‣ EXP_SCD1_WID etc • Various standard filters and transformations are used in all mappings ‣ Only load data that hasn’t already been loaded ‣ Replace missing dimension keys with an “unknown” value T : +44 (0) 8446 697 995 E : email@example.com .rittmanmead.
Deploying Customizations and New Dimensions and Facts • All new mappings.com . workflows are created in custom Informatica folders • Execute alongside.rittmanmead. or instead of.com W: www. standard ETL mappings • Can be added to new subject areas or incorporate in existing ones • Important that all customizations are added as they need to be reapplied after upgrades • Oracle will support you if you follow their methodology • We will now go through an example of adding a new dimension and fact T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.
com .Demonstration New SDE and SIL Mappings T : +44 (0) 8446 697 995 E : firstname.lastname@example.org W: www.
rittmanmead. ETL routines. RPD metadata and control routines for a number of ERP modules • You can extend and customize these mappings to bring in data not covered by the prebuilt routines • The best way to do this is to follow Oracle’s methodology • Mappings are divided into SDE and SIL mappings • Common table columns assist with the control and co-ordination of mappings • This presentation described the most common ways of performing these customizations • More details can be found on our website or in our Oracle BI Apps Developer Course T : +44 (0) 8446 697 995 E : email@example.com .Summary • The Oracle Business Intelligence Applications are a packaged DW + Analytics solution for ERP and other data • The base install of the Oracle BI Apps provides a pre-built set of data warehouse facts and dimensions.com W: www.
Further Reading • Other Rittman Mead sessions ‣ #S300201 : Automating Business Decisions with Oracle Real-Time Decisions ‣ #S300202 : Data Modeling Techniques using Oracle BI Server ‣ #S301063 : Extending and Customizing the Oracle BI Applications Data Warehouse ‣ #S301081 : ODTUG Essbase Symposium Part 3 : Oracle Business Intelligence Enterprise Edition • Visit our website for presentations. the Rittman Mead Blog ‣ http://www.com W: www. papers.rittmanmead.rittman@rittmanmead. please don’t forget to complete the online evaluation T : +44 (0) 8446 697 995 E : firstname.lastname@example.org • Thank you for attending.com • Contact me at mark.com .
San Francisco. Rittman Mead Consulting Oracle Open World 2008. Director.rittmanmead. Session #S301063 T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.Extending and Customizing the BI Apps DW Mark Rittman.com W: www.com .
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