You are on page 1of 36

10/27/2018 Essbaseguru

Fr i d a y, S e p t e m b e r 1 6 , 2 0 11

Hyperion Essbase Integration

With

Oracle Data Integrator 11g (11.1.1)

Extracting Hyperion Essbase Metadata to Oracle Data Integrator

Step: 1) Go to StartàProgram FilesàOracleàOracle Data Integrator explore ODI and login to work repository.

Step: 2) After successfully login to work repository go to Topology Navigator select Physical Architecture Tab and
select Technology and expand it. Go to the Hyperion Essbase Right Click and select ‘New Data Server’

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 1/36
10/27/2018 Essbaseguru

Step: 3) In the definition tab enter the following details as shown in the picture below:

Step: 4) Click on Save it will ask you to create physical schema press ‘OK’.

Step:5) In Technology Tab go to Hyperion Essbase expand it and select newly create data server
Right Click and select ‘New Physical schema’.

Step:7) In the definition tab enter the Essbase Application name to which you want to connect.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 2/36
10/27/2018 Essbaseguru

Step: 8) Click on Save it will ask you to specify the context press ‘OK’.

Step: 9) Go to the Logical Architecture tab Expand Technologies and select Hyperion Essbase Right-
click and select ‘New Logical Schema’.

Step: 10) Give appropriate name to logical schema and set the Context to Hyperion Essbase
physical schema.

Step: 11) Click on ‘Save’.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 3/36
10/27/2018 Essbaseguru

Step: 12) Go to the ODI Designer and create new Project with appropriate name.

Step: 13) Click on ‘Save’. You can check in the project tab

Step: 14) Expand project go to knowledge module right click and import following knowledge modules.

RKM Hyperion Essbase

LKM Hyperion Essbase Metadata to SQL

IKM SQL to File Append

Step: 15) Press Ctrl and select all three knowledge

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 4/36
10/27/2018 Essbaseguru

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 5/36
10/27/2018 Essbaseguru

Step: 16) ‘Save’

Step: 17) Now go to the model tab and create new model Folder.

Step: 18) Now go to the model tab and create new model.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 6/36
10/27/2018 Essbaseguru

Step: 19) In the definition tab enter the details

Step:20) Go to the Reverse Engineer tab select customize check box and enter details as follows:

Step:21) ‘Save’

Step:22) Newly created Model will be available for Reverse Engineering go to Model tab select
Hyperion planning model and Right Click and select Reverse Engineers. Before Reverse Engineer the
models make sure your agent services are running if not start it with following command:

C:\oracle\Middleware\Oracle_ODI1\oracledi\agent\bin>agent –NAME=localagent

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 7/36
10/27/2018 Essbaseguru

Step: 23) Now you can reverse engineer it.

Step: 24) Go to the Operator Tab check whether the Execution run successfully or not.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 8/36
10/27/2018 Essbaseguru

If all the checks are green that means your model reversed successfully.

Step: 25) Go to the Designer and open model tab expand Hyperion Essbase model again. You can check
all the dimensions are visible there from your Essbase application.

Loading Metadata to Hyperion Essbase Application Flat


File---To--->Hyperion Essbase

I am going to be using the Data Server and Physical schema I have set up previously connecting to the
Sample.Basic database. The basic database has ive attribute dimensions.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 9/36
10/27/2018 Essbaseguru

The irst thing to do is to create a model to hold the reversed essbase database; if you already have a
model you can use the same one and run the reverse again, the important difference this time is that we
are going to set an additional option for the RKM.

If you set EXTRACT_ATTRIBUTE_MEMBERS to “True” when the reverse is initiated it creates extra
columns in the dimensions which are associated with attributes, e.g Product will have columns for
Caffeinated, Intro Date, Ounces, Pkg Type.

So now we have our reversed model we need some source metadata to try and load into the Essbase
outline.

I created a CSV ile that will load a new branch to the hierarchy and set an attribute for each new level 0
member, the ile was saved into the location where the ile technology is pointing to (in my system
directory C:\oracle\Middleware\Oracle_ODI1 \oracledi\Demo\Demonstration).

A DataStore was created using the lat ile model, the ile format was set to Delimited, heading set to 1
and ield separator set to comma.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 10/36
10/27/2018 Essbaseguru

The DataStore was then reversed to create the column information for the lat ile.

So that’s the source and target done, time to create the interface.

The interface was names and the staging area set as “SUNOPSIS MEMORY ENGINE’.
In the diagram area the lat ile DataStore was dragged on to the source and the Essbase DataStore
dragged onto the target, most of the columns were automapped except for the columns with spaces in
such as “Pkg Type” and “Intro Date” so these were manually set up.

In the low area, the LKM was set to “LKM File to SQL” as we are loading from a lat ile.
The IKM was set to “IKM SQL to Hyperion Essbase (MetaData)”.

Rule File: Name of the Rules ile to be used for metadata load.
http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 11/36
10/27/2018 Essbaseguru

Rule File_Separator: (Optional) Rule separator speci ied in the Rules ile.

Valid Values

- Comma

- Tab

- Space

- Custom character; for example, @, #, ^

Restructure_Database: Performs the restructure operation on the outline after a metadata load.

The valid values are:

- DISCARD_ALL_DATA

- KEEP_ALL_DATA

- KEEP_INPUT_DATA

- KEEP_LEVEL0_DATA

The current IKM is not aware of many options for loading metadata such as your dimension build
properties Allow Moves, Allow property changes to name a few, this means you have to create a load
rule the same as you would if you were loading metadata into essbase.

Create a Rule ile:

Save the rule ile

A load rule was created and the name added to the options of the interface, if the load rule exists in the
essbase app directory then the name is only required, if the rule ile is elsewhere you need to enter the
full path details to it.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 12/36
10/27/2018 Essbaseguru

Now execute the newly created interface..

In the essbase outline all the new members were added and the attribute information correctly
associated.

Loading Data to Hyperion Essbase Application


Flat File---To--->Hyperion Essbase

Step: 1) Creating Data Store for lat iles. We will use same model which we have use during data
extraction from Essbase to lat ile. We need to create new data store for source text ile. Select the
model Right click and select New Data Store. In De inition tab enter the name then click on Resource
Name browse button select you text ile from open dialog box and press ‘Open’.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 13/36
10/27/2018 Essbaseguru

Step: 2) Go to ile tab select ile format as delimited set heading to 1 and ield separator to Comma (,).

Step: 3) Now go to Column tab and click on reverse engineer button.

Step: 4) we need to change the data type of Actual, Budget and Variance to Numeric because it is
numeric ields.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 14/36
10/27/2018 Essbaseguru

Step: 5) Save it.

Step: 6) Source is ready, now we will create the interface. Select same project that we have created
previously open it and select interface right click and new interface.

Specify the name, context and Staging area.

Step: 7) Go to mapping tab and drag load datastore and drop it to source area. Similarly drag Essbase
odidemo_odidata to target place. It will ask you for auto mapping press ‘Yes’.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 15/36
10/27/2018 Essbaseguru

Step: 8) Go to overview tab and select staging area different from target check box.

Step: 9) Now go to Flow tab where you specify the Knowledge module for the interface these are the
required knowledge module. If you have not imported it till now import it.

i) LKM File To SQL

ii) IKM SQL TO Hyperion Essbase (Data).

Step: 10) Save it.

Step: 11) Execute the interface.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 16/36
10/27/2018 Essbaseguru

Step: 12) Go to the operator tab and check the execution result.

Step: 13) Now go to Essbase application refresh it and check the data.

Extracting Hyperion Essbase Data to Flat File


Essbase—To—Flat File

There are three methods to be able to extract data from Essbase; these are using either a Calc script
(9.3 onwards), Report script of an MDX query. If your Essbase db is BSO then you will be able to use all
of the methods, if it is ASO then you will only be able to use the report script or MDX query.

Using Report Script:


http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 17/36
10/27/2018 Essbaseguru

•Required Knowledge Modules

‣ RKM Hyperion Essbase

‣ LKM Hyperion Essbase Data to SQL

‣ LKM Hyperion Essbase Metadata to SQL

Step: 1) First we need to write the Report script for sample.Basic Application this script help us to
convert data into tabular format.

Make sure you use the commands {SUPALL}{TABDELIMIT}{ROWREPEAT}{NOIDENTGEN} these will


format the output in the way ODI can interpret. Execute it

Step:2) now need to create target data source that can be a csv, ile lat ile or RDBMS. We are using text
ile as our target data store so take a look how it created.

Step:3) Go to the Topology Navigator select Physical Architecture and expand technology tab and go to
File Right-click and select ‘New Data Server’.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 18/36
10/27/2018 Essbaseguru

Go to JDBC tab and insert following details:

Step: 4) Click on ‘Save’ Button it will ask you for register physical schema click ‘OK’..

Step: 5) Go to newly create data server Right Click and select ‘New Physical Schema’

An ODI Physical Schema corresponds to a pair of schemas:

A (Data) Schema, in which Oracle Data Integrator will look for the source and target data structures for
the interfaces.

A Work Schema in which Oracle Data Integrator can create and manipulate temporary work data
structures associated to the sources and targets contained in the Data Schema.

You need to manually enter the location into the Directory (Schema) and the Directory (Work Schema).
http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 19/36
10/27/2018 Essbaseguru

Step: 6) Now Click on ‘Save’

Step: 7) Now go to Logical architecture tab and select Technology expand it and select File Right Click
and select ‘New Logical Schema’. In de inition tab enter the name for the logical schema and select newly
created physical schema for the global context.

Step:8) ‘Save’

Step:9) Go to the Designer navigator and select model tab and create new model folder for ile Data
store.

Step: 10) ‘Save’.

Step: 11) Now select newly created folder and Right Click and select ‘New Model’. In De inition tab enter
details as given in below image and ‘save’.

Step: 12) Now need to create new DataStore go to newly create Model Right Click and select ’New
DataStore’.
http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 20/36
10/27/2018 Essbaseguru

Step: 13) Enter appropriate name and browse the ile you want to use as target.

Step:14) Go to the ile tab and select File Format as Delimited, heading as 1 because lat ile document
irst line contents the header and ield separator as comma(,).

Step: 15) Now go to column tab and click on Reverse Engineer button.


Step: 16) Click ‘Yes’ for saving the DataStore and again click ‘Yes’ for automatically lock the object.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 21/36
10/27/2018 Essbaseguru

Step: 17) With the source and target Data Stores created the next stage is to create the interface. Go to
Project tab in Designer Navigator and select previously created Essbase project and expand it and
import new knowledge module LKM Hyperion Essbase to SQL.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 22/36
10/27/2018 Essbaseguru

Step: 18) Now we create new interface go to interface Right Click and select ‘New Interface’. Enter
suitable name select context as Global and staging area as :Sunopsis_Memory_Engine

Step:19) Go to mapping tab and drag sample.Basic table from Essbase model to source area and target
sample_basic.csv dataStore from ile moldel.

When you select Auto mapping ‘Yes’ it will automatically map all same column name from source to
target remaining column mapping we need to perform manually.

Step: 20) Go to Overview tab again and check the Staging Area different from target checkbox and In-
Memory Engine: Sunopsis_Memory_Engine.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 23/36
10/27/2018 Essbaseguru

Step:21) Go to the Flow tab Select Source object and in LKM selector select LKM Hyperion Essbase
Data to SQL. In Options set as follows:

EXTRACTION_QUERY_TYPE – ReportScript
EXTRACTION_QUERY_FILE – extract or you can put in the fully quali ied Report Script ile path if it is
not part of the essbase database.

EXT_COL_DELIMITER - The report is tab delimited so \t is used.

Step: 22) Now select target object and set IKM Selector to SQL to File Append.

Step: 23) Click the ‘Save’ button your interface is ready to execute. Right click on interface and select
Execute.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 24/36
10/27/2018 Essbaseguru

Step: 24) Now go to the Operator Navigator and check the execution successful or not and go to the ile
directory where your target ile is located open the target ile and check the load data.

Execution went successful now check target ile.

Extracting Hyperion Essbase Data to RDBMS


Essbase—To—RDBMS

Using MDX Query :


Step: 1) First we need to write the MDX Query for odidemo.odi Application this script help us to convert
data into tabular format.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 25/36
10/27/2018 Essbaseguru

Step2) Execute it.

Step 3) Save it.

Step 4)We will use same odidemo.odi application from Essbase as data source which we have extracted previously.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 26/36
10/27/2018 Essbaseguru

Step 5) Create Target data source in RDBMS for loading data from odidemo.odi application.

Step: 6) Now we need to create data server for Oracle RDBMS these are the step to create it. Go to the
Topology Navigator in Physical architecture expand Technology tab select Oracle Right Click and select
new data Server. Specify following details:

Name: Appropriate name

Instance: orcl

User: odidemo [Schema Name where your data table is located]

Password: ******[Schema password where your data table is located]

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 27/36
10/27/2018 Essbaseguru

Step 7) Go to the JDBC tab and set appropriate drivers and url for the Oracle database. Test the
connection by pressing the Test connection button.

Step: 8) Save it.

Step: 9) In Technology Tab go to Oracle expand it and select newly create data server Right Click and
select ‘New Physical schema’. Select schema in which your database located.

Step: 10) Click on Save it will ask you to specify the context press ‘OK’.

Step: 11) Go to the Logical Architecture tab Expand Technologies and select Oracle Right-click and
select ‘New Logical Schema’.

Step: 12) Click on ‘Save’.


http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 28/36
10/27/2018 Essbaseguru

Step: 13) Now go to Designer Navigator and then model tab and create new model Folder.

Step: 14) Save it.

Step: 15) Now go to the newly created folder and create new model.

Step: 16) In the de inition tab enter the details.

Step:17) Save the model it will visible in your model folder now select it Right click and select reverse
engineer..

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 29/36
10/27/2018 Essbaseguru

Press ‘OK’.

Step: 18) Go to the Operator Tab check whether the Execution run successfully or not

If all the checks are green that means your model reversed successfully.

Step: 19) Go to the Designer and open model tab expand Oracle model again. You can check all the
tables’ metadata are visible there from your Oracle schema.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 30/36
10/27/2018 Essbaseguru

Now the target is ready to set for loading the data.

Step: 20) the source Essbase odidemo.odi and the target oracle RDBMS is ready. Now need to create a
project and interface that help us to load Hyperion Essbase data to the target oracle data source.

Step: 21) Go to the project tab select ‘New project’

Step: 22) Save it.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 31/36
10/27/2018 Essbaseguru

Step: 23) Go to Project tab in Designer Navigator and select previously created Essbase project and
expand it and import new knowledge module.

Step: 24) Import following knowledge modules

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 32/36
10/27/2018 Essbaseguru

Step: 25) Now we create new interface go to interface Right Click and select ‘New Interface’. Enter
suitable name select context as Global and staging area as :Sunopsis_Memory_Engine.

Step:26) Go to mapping tab and drag odidemo.odi table from Essbase model to source area and drag
odidemo_db from oracle data model and drop it to target place.

Note: You need to specify the Mapping to staging area.

Step: 27) Go to Overview tab again and check the Staging Area different from target checkbox and In-
Memory Engine: Sunopsis_Memory_Engine .

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 33/36
10/27/2018 Essbaseguru

Step:28) Go to the Flow tab Select Source object and in LKM selector select LKM Hyperion Essbase
Data to SQL. In Options set as follows:

EXTRACTION_QUERY_TYPE – MDXQuery

EXTRACTION_QUERY_FILE – extract or you can put in the fully quali ied MDX ile path if it is not part of
the essbase database.
EXT_COL_DELIMITER - The report is tab delimited so \t is used.

Step: 29) Now select target object and set IKM Selector to SQL to SQL Append.

Step: 30) Click the ‘Save’ button your interface is ready to execute. Right click on interface and select
Execute.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 34/36
10/27/2018 Essbaseguru

Step: 31) Now go to the Operator Navigator and check the execution successful or not and go to the
oracle and check the load data

Execution went successful now check target ile.

Amit at 4:48 AM

Share

No comments:

Post a Comment

‹ Home ›
View web version

About Me

Amit
Hello All, Thanks for visiting our blog. BISP is a Training and Consulting Company. We are Subject Matter Experts for
DHW and BI technologies.We have rich experience in implementing some of the biggest Data Warehouse Projects
in Banking, Finance, Sales and Market Research. The team is lead by Amit Sharma. A well Known name in
Hyperion/OBIEE training and consulting with more then 10+ experience in DWH and BI. We assist organizations and
individuals to learn and build their career in Data Warehousing technology stack. We have in-house technology

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 35/36
10/27/2018 Essbaseguru

experts therefore we prepare the technical documents, case studies, white papers, video sessions for OBIEE,
Hyperion, Cognos, ODI, Informatica Oracle Middleware and MS BI. We provide very high quality training and
consulting in these subject area. Amit Sharma[amit.sharma@bispsolutions.com] www.bisptrainings.com
www.hyperionguru.com learnodi.blogspot.com essbaseguru-amit.blogspot.com learnplanning.wordpress.com
learnsqlquery.wordpress.com learncognosreports.wordpress.com bispsolutions.wordpress.com
odinetwork.blogspot.com learnsoa.wordpress.com bispinformatica.wordpress.com bispteradata.wordpress.com
View my complete profile

Powered by Blogger.

http://essbaseguru-amit.blogspot.com/2011/09/hyperion-essbase-integration-with.html?m=1 36/36