Embracing Oracle BI

Applications 11.1.x on ODI –

It's Finally Here!
Patrick Callahan
AST Corporation
Agenda

 Leveraging Pre-Built BI Applications

 What’s New in BI Apps 11.x?
 Initial Install and Configuration
 Demonstration
 Tips on Implementing
 Closing Remarks
A Quick Poll…

 How many of you are OBIEE users?

 How many of you have BI Applications?

 How many of you have BI Applications 7.9.x?

 How many of you have started with BI

Applications 11.x?
 Specialized. Recognized. Preferred.
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LEVERAGING PRE-BUILT
BUSINESS INTELLIGENCE
Oracle BI Foundation Suite
Prebuilt, Best Practice Analytics
Prebuilt: Integration > Business Model >
Dashboards and Reports

1 • Integrates Data for Analysis and Reporting

• Pre-built integration of data from Oracle EBS, PeopleSoft, Siebel, JD Edwards,
into an integrated data warehouse optimized for analysis

2 • Provides User-Friendly Analytic Model of Enterprise Data and Metrics

• Embedded best practice calculations, metrics, and KPIs
• Easy for business people to access, analyze, and use the information

3 • Delivers Personalized Performance Dashboards for Everyone

• Thousands of pre-built dashboards, reports, and alerts by business function and
role

1 2 3
 Analytics Workflows > Actionable Insight

Business Ensure Workforce

Objectives / Readiness
Issues

Is Turnover within
manageable limits?

Is Voluntary
Turnover increasing?

Gain
Insights Where are the
Retention Hotspots?

Why are Employees

Leaving?

Proactively Manage
Take
Top Performers with
Action Retention Risk
 Speeds Time to Value & Lowers TCO
Build from Scratch
with Traditional BI Tools Oracle BI 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 of
Back-end & Dashboards 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, Gartner, Merrill Lynch, Oracle Analysis

WHAT’S NEW IN RECENT BI
APPS 11.X RELEASES
What’s New in BI Applications 11.1.1.7.1
 Most significant BI Applications release in years
 Significant expansion of content and new products
 Completely re-architected solution leveraging the power
of ODI
 Released on the latest version of OBIEE 11.1.1.7
 Number of new out-of-the-box tools to increase
productivity and drive down TCO
 Golden Gate option available for customers that have
significant ETL time pressures
OBIEE 11.1.1.7 Visualization
Enhancements
What’s New in BI Applications 11.1.1.7.1
Indirect Spend Planning

 Financials: Fixed Assets, Budgetary Analysis

Student Information Analytics
 HR: Time & Labor, Payroll Analysis
 Projects: Resource Management, GL reconciliation
 CRM: Service Contracts, Price Analytics for EBS
 Procurement & Spend :Sourcing
 Supply Chan: Costing, Inventory Aging & Cycle Counts

New Applications New Content Enhancements

 GUI Based Configuration

Oracle Oracle Data  Functional Setup Tool
GoldenGate Integrator

New OBIEE 11.1.1.7 New Data Integration New TCO Tools

What’s New in BI Applications 11.1.1.8.1
Procurement and Spend for JDE

Fusion Applications

 Financials
 HR
 Projects
 Supply Chain & Order Mgmt
 Student Information
Systems

New Source Adapters New Content Enhancements

 Data Lineage
 Performance and Configuration
Enhancements

New Talent Profile Analytics New TCO and Certifications

(HR Analytics Module)
HR Analytics
What’s New in 11.1.1.7.1
● Time and Labor Analysis
● Provide insight into timecard status,
timeliness of submission,
productive time and estimated cost
● Payroll Analysis
● Analyze pay run transactions
including earnings, deductions,
taxes and special balances
● Headcount Gain & Loss Subject
Area Track headcount movement
by supervisor hierarchy
● Added Leave Accrual to Absence
subject area
● ETL Adaptor to PeopleSoft Global
Payroll
What’s New in 11.1.1.8.1
● Talent Profiles
● Helps HR & Business Managers with
analysis of organizational skills gap and
potential risks to achieve goals
● Workforce Frozen Snapshots
● Includes “Total Events in Period”
Metrics and new RPD model
● Enhanced Flex Field Support for
Workforce Dimensions
● Absence Management Adapter
changes due to redesign in Fusion
Applications
● New HCM Common Dimension - High
Potential Band (Workforce Only)
● Cost Center Dimension added to
Recruitment and Learning Module
Financial Analytics
What’s New in 11.1.1.7.1
● Fixed Assets Analysis
● Complete lifecycle of assets
from acquisitions,
capitalization to retirements
● Budgetary Control Analysis
● Providing insight into expense
& revenue budgets including
analysis of budgeted amounts,
encumbrances, expenditures,
funds available, overspending,
and recognized revenues.
● Summary level analysis with
drill-down to transactional
details.
What’s New in 11.1.1.8.1
● SubLedger Accounting Module
● Complete account balance
analysis, including supporting
reference balances and drill down
to accounting transactions
● Aging Snapshot restoration for
Receivables/Payables during full
load
● AP to PO Drill Down now enabled
● Fixed Asset Enhancements:
● GL Posting Status support
● GL Linkage to enable GL to
subledger drilldown
Procurement and Spend Analytics
What’s New in 11.1.1.7.1
● New comprehensive Sourcing
Business Process that includes
negotiations, awards, savings
and performance
● New Dashboard
What’s New in 11.1.1.8.1
 New JDE Adapter for Procurement and
Spend Analytics
 Support for the following business
transactions:
● Payables Invoices
● Purchasing
● Requisitioning
● Sourcing
● Employee Expenses
● Purchase Agreements
● PO Change Order
Project Analytics
What’s New in 11.1.1.7.1 What’s New in 11.1.1.8.1
● Resource Management analysis ● Earned Value Management
Providing visibility into project requirements,
trending, utilization, competencies and Visibility for Project Stakeholders into
alignment Planned Value, Earned Value, Actual Cost
● Reconciliation of project sub- Identify project performance at organization
ledger and General Ledger level or drill into performance and trends of a
Assist project accountants in reconciling
single project
differences between the two ledgers for cost Analyze variances and indices, derived from
and revenue transactions. Cost and Schedule Variance, CPI, TCPI,
● Perspective based dashboards SPI and TSPI
Optimized Project Analytics user
interface that orients the content around
specific user perspectives (optional
layout)
Supply Chain and Order Management
Analytics
What’s New in 11.1.1.7.1
● Enhanced Inventory Analysis
Providing deep insight into
Inventory Cycle Count, Inventory
Aging, Inventory
Expiration/Obsolescence tracking
and Inventory balances and
transaction details at lot level
● Item Cost History Analysis
Insight into historical cost of Supply
Chain related items
What’s New in 11.1.1.8.1
● Costing and Inventory Turn
Introduces support for JDE
adapter with existing data model
definition
● Inventory Snapshot – Save
and Restore
Provides mappings to back up
accumulated snapshot data prior
to the Full load, and restore the
data afterwards while properly
resolving all foreign keys
Additional New Content Areas
 Student Information Analytics (11.1.1.7.1+)
● New analytics module offering with integrated view of
admissions and recruiting, student records and student
financials
● Financial Aid module (11.1.1.8.1)
 CRM Analytics (11.1.1.7.1+)
● Expanded support in Price, Sales and Service
 EAM and Manufacturing Analytics
● With BI Apps 11.1.1.8.1, there is functional parity with BI Apps
7.9.6.4 for EAM and Manufacturing Analytics (gaps existed in
11.1.1.7.1)
Data Lineage Analysis
 Improves
Information
transparency
across enterprise
 Allows customers
and implementers
to track lineage
from source to
target
Performance: Parallel Index Builds
 Table maintenance process
re-designed for parallel
execution
Multiple parallel load plan
sessions applied on same
table so that each session
can rebuild a different set of
indexes (speeds up time
taken to rebuild table
indexes).
 Load Plan Generator
enhanced to generate child
table maintenance processes
for every fact / dimension.
Performance: Fact Partitioning
 Fact Partitioning IKMs and Partition Aware indexing
● Only bitmap indexes that need to be disabled are disabled and rebuilt
● Saves unnecessary index rebuild and significantly reduces time for
incremental refresh.
 Bitmap indexes
● 11.1.1.7.1 the E-LT disables bitmap indexes prior to incremental load
to avoid row locking. Once load is complete, it rebuilds those disabled
indexes.
● 11.1.1.8.1 behavior - With partitioning on fact table, bitmap indexes
are built as local rather than global. During incremental fact load the
IKM only disables the local indexes on the partitions that will have
incoming changes.
● If a customer has 5 years of data, partitioning by month, and an
incremental run is changing the data in only 2 month partitions, the
amount of indexes that will be disabled is 3.3%
Data Integration Options
 Oracle Data Integrator provides
● In-database E-LT Transformation vs. E-T-L
● Best in class performance, scalability, availability
● Lightweight deployment for lower TCO
● Faster time-to-value through declarative design

 Oracle Golden Gate option for BI Apps

● Reduce load on source system by streaming data continuously
into persistent store in the DW
● More reliable change data capture and delete support
● Enables near real time DW refresh
BI Apps DW ETL Architecture + SDS

Optimized ETL
for local SDS

Persistent store
Optimized for
Incremental ETL
Generated based on a customers BI Captures deletes
Apps deployment
Tools to Accelerate Deployments
 Configuration Manager
● Administrative UI to manage
system configuration for your
BI Applications

 Functional Setup Manager

● Administrative UI to track &
manage implementation
projects and required
functional setup steps
Oracle BI Applications Process Flow
INITIAL INSTALL AND
CONFIGURATION
Software
 Oracle Business Intelligence 11.1.1.7.+
 Oracle Business Intelligence Applications (11.1.1.8.1)
 Oracle Data Integrator
 Oracle Fusion Middleware RCU 11g (11.1.1.7.0)
 Oracle Business Intelligence Applications RCU
(11.1.1.8.1)
 Oracle Fusion Middleware Platform Patches for Oracle
Business Intelligence Applications
 Oracle WebLogic Server 11gR1 (10.3.6) Ugrade
Installer (p13529623_1036_Generic.zip)
Pre-installation Tasks
1. Install Oracle DB 11.2.0.3
2. Install Oracle JDK 1.6.0_35+ or 1.7.0_07+
Installation Tasks
1. Oracle Fusion Middleware Repository Creation Utility 11.1.1.7.0
2. Oracle Business Intelligence Enterprise Edition 11.1.1.7.+
3. Oracle Data Integrator (ODI) 11.1.1.7.0
4. Oracle Business Intelligence Applications RCU 11.1.1.8.1
5. Oracle Business Intelligence Applications 11.1.1.781
6. Platform Patches
7. Configure Oracle BI Applications
8. Upgrade to WebLogic 10.3.6
9. Generate Security Files for ODI Studio
10. Oracle BI Applications Load Plan Generator Plug-In
11. Post-Installation Patches
12. Copy Source Files
Post-Installation System Set Up Tasks
1. Business Analytics Warehouse Connection in ODI
2. Register Source Systems and Propagate Connection Details to
ODI
3. Enable Offerings for Deployment
4. Edit Preferred Currency Display Names and Enabling Document
Currency
Types of Functional Configurations

 Functional Configurations - Calendar,

Currencies, UOM, Group Account Number,
Hierarchies, Code Standardizations/LookUps
 Functional Configuration Types
● Data Load Parameters
● GRAIN, GLOBAL_CURRENCY_CODE, MASTER_ORG
● Domain Mappings (LookUps)
● Code Standardization
● Example: Code values for GENDER column in Source map
to BI Apps defined codes for W_GENDER column in
Warehouse
BI Applications Configuration Manager

 A centralized (Thin client/web application)

Console to
● Simplify Configuration Process
● Minimize manual Setups and Configurations
● Generate list of necessary configurations based on
BI Application being configured and user selections
● Provide check lists and validations of all necessary
tasks
● Reduce dependency on Documentation
Configuration Manager
Functional Setup Manager
Where Setups Are Performed
What Are Load Plans?

 A Load Plan is an executable object in ODI that

can contain a hierarchy of steps that can be
executed conditionally, in parallel, or in series
● A Load Plan uses scenarios in its steps
 Load Plans organize the execution of
scenarios.
● Packages, interfaces, variables, and procedures can
be added to Load Plans for executions
 Load Plans support exception handling
strategies, in the event a scenario ends in error
Benefits of Load Plans
 Orchestrate the execution of the various Scenarios in separate
modules.
 Handle the parallelism of scenarios in order to best use hardware
resources.
 Designed to handle serial steps to avoid overload of the system
with too many scenarios at a given time.
 Load Plans can be restarted only what is needed to be restarted in
case of failure and restarts from a point of failure
 Load Plans can be generated, executed, and scheduled in BIACM
 Load Plans executions can be monitored by using web based ODI
Console or ODI Operator
Data Load Execution

 Setup Load Plan

1. Log into Configuration Manager
2. Click Manage Load Plans
3. Click Add
4. Enter the following:
● Name = <provide a name for your load plan>
● Load Plan Type = Source, Extract, & Load (SDE, SIL and PLP)
● Source Instances = <select the data source>
5. Click Next
6. Select each functional area you want to run ETLs
7. Save
Data Load Execution
 Generate & Execute Load Plan
1. Log into Configuration Manager
2. Click Manage Load Plans
3. Highlight the Row of the Load Plan to run
4. Click Generate Icon
5. Click Refresh until Generation is successful
6. Click Execute Icon
7. Enter the following:
● Context = Global
● Logical Agent = OracleDIAgent
● ODI Work Repository = BIAPPS_WORKREP
8. Click OK
DEMONSTRATION
TIPS ON IMPLEMENTING
Tips: Getting Started

1. Overcome infrastructure hurdles as soon as

possible
● Get BI Apps installed and “talking” right away
2. Don’t start configurations unless valid data is
available (Orgs, Acct Structure, Product, etc.)
Tips: Map and Gap / Assessment

1. Gather reporting/analytics requirements

2. Perform and “map and gap” against the pre-
built BI Apps content
3. Assess needs for extensions and
customizations
● Interrogate flex fields (DFFs/SITs/EITs)
BI Apps Customization Types
Category 1: Adding Columns to Existing BI
Apps Tables

 Involves extracting additional columns from

source systems for which pre-packaged
adapters are included
● BI Apps recognize 2 types of customizations:
Extensions and Modifications
● Extensions are used to add new columns to existing tables
● Modifications are changes to existing delivered logic (not
recommended)

 Complexity: Easy
Category 2: Adding New Fact or Dimension
Tables

 Involves creating new data warehouse tables

 Involves relating these new tables to existing
star schemas or creating new ones (modeling)
 May be sourcing data from packaged source
system (i.e., Oracle EBS) or non-packaged
source system
 Complexity: Medium-to-Hard
Tips: Configuration and Design

1. Complete “core” configurations and expand

one module at a time
● Initial Goal: a “clean” initial load
● Then, expand to additional modules
2. Be consistent and pragmatic with designs –
follow BI Apps Standards
Maintain Modeling Standards

Reference the Oracle Business

Analytics Warehouse Data Model
Reference
Tips: Be Prepared to Extend Effectively

1. Follow the BI Apps standards

2. OBIEE and ETL (now ODI…previously
Informatica) skills are needed
3. Ensure all extensions/customizations are
documented
Limiting Impact of Patches/Upgrades on
Customizations
 Create custom folders to isolate the customizations
 Set Release Tag to match that of the existing Adaptor folder
 Copy the ETL task folder to be customized into a custom folder
 Version the original task; version the copied ETL task.
 Any patches are applied to the current version of the original task.
A new version for the patch is created.
 Leverage ODI's version compare utility to identify the changes
introduced by the patch.
 Only need to re-apply customizations to mappings that have been
changed by the patch
Tips: Report and Dashboard Development

1. Let the pre-built reports and dashboards sink

in for users
● Rebuilding legacy reports can often be avoided
2. Help end users, especially super users, learn
how to build reports
CLOSING REMARKS
Lessons Learned
 Organization Often Needs Education on “BI”
● Reinforce their opportunity to become “smarter”
 Not All Users Are the Same
● Users across the organization have different requirements, though the
KPIs ought not to change much
 Business Rules Will Differ Across Organization
● Agreeing on the business rules and calculations will take time
● Centralizing the rules is key
 Data Quality is Key
● Specialized routines for data cleansing may be required
 Data Validation & Acceptance Is Crucial
● Especially when manual or “estimated” numbers are being replaced with
real numbers
Recommendations
 Utilize Best Practices and Industry Standards
● There are many great sources and pre-built solutions help

 Focus on Organizational Change Management

● Consider initiatives to improve adoption

 Provide Capabilities for Different Users

● Ad-Hoc capabilities for “super users”
● KPI dashboards for senior management and executives
● Interactive dashboards and pro-active alerts for management (detailed
data must be made available)

 Derive the “Right-Sized” Scope and Rollout Plan

● Consider a multi-phase roadmap and piloted rollout
Where to Get More Information
 Support
● http://www.oracle.com/technetwork/middleware/ias/downloads/f
usion-certification-100350.html
 Oracle Technology Network
● http://www.oracle.com/technetwork/middleware/bi-
enterpriseedition/downloads/bus-intelligence-applications-
1942275.html
 E-Delivery
● http://edelivery.oracle.com
● Product Pack: Oracle Business Intelligence
● Oracle Business Intelligence Applications Media Packs
 THANK YOU!
Patrick Callahan
Senior Practice Director,
Business Intelligence & EPM
pcallahan@astcorporation.com
www.astcorporation.com

Also, many thanks to Oracle’s Partner Enablement and

Oracle Public Sector BI Sales teams with their assistance
and contributions of content to this presentation