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Confidential – Oracle Internal/Restricted/Highly Restricted

Introduction to BI Cloud Adapter and

Best Practices for Exporting Data
Oracle Cloud Applications

Rohan Lobo, Principal Product Manager, Product Strategy

Sireesha Mandava, Senior Manager, Product Development
Venugopal Musunuri, CoE Solutions Architect, Product Development

January 25, 2018

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Program Agenda

1 Best Practices for Data Export

2 Oracle BI Cloud Adapter

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 3
Oracle Cloud Applications Data Export -
Best Practices
Venugopal Musunuri
CoE Solutions Architect, Product Development, Oracle CX Cloud

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. |

SAFE HARBOR
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.

CONTENT SUBJECT TO CHANGE

The information in this document is correct as of the published date. However, Oracle Sales and Engagement Cloud continues to evolve and software
updates are applied frequently; therefore this information is subject to change. Check with your Oracle Representative for updates.
This content is not warranted to be error-free.

ABOUT THIS DOCUMENT

This document supplements standard product documentation, which you are encouraged to review. To find documentation and other learning
resources, such as guides, whitepapers, and videos, visit the Oracle Help Center for Cloud Applications.

AUDIENCE
This document is for those involved in implementing Oracle Cloud Applications. The tips and techniques detailed in this document may not be suitable
for other Oracle Applications.

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 5

Overview
An Oracle Cloud Applications implementation may require synchronizing
Cloud Applications data with other, on-premise systems to perform:
 A full export to initialize
 An incremental load (Adds, Updates, Deletes) to keep in sync with
Cloud Applications data

This presentation is for:

 Data Export Tool Users - Administrators, System Integrators, IT Staff

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 6

Data Export Methodology
Define Design and Test and Cut Over to
Analyze
Requirements Build Validate Production
• Determine • Define approach • Configure/extend • Perform unit • Validate
what data to and identify the application test checklist
export and export options
why it is based on use • Define • Do full extract/ • Optimize and
needed cases automation and performance plan as per
orchestrate test available time
• Define the • Analyze sizing
data shape requirements • Complete post- • Do incremental • Reconcile data
export processing extract/ between Cloud
• Identify • Analyze performance Application and
constraints dependencies, test target system(s)
frequency and
volume • Prepare
validation
checklist
• Prepare
reconciliation
mechanism

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. |

Define Requirements Define
Requirements
Analyze
Design and
Build
Test and
Validate
Cut Over to
Production

• Export data for

– Loading the corporate DW
– Loading an ODS
– Data Integration to a transaction system
• Data Shape
– What data? (for example, Accounts, Contacts, etc.)
– What is the volume?
• Initial load vs incremental load
• Constraints
– Any machine critical needs?
– Any dependencies on the exported data availability?

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 8

Analyze Define
Requirements
Analyze
Design and
Build
Test and
Validate
Cut Over to
Production

• Identify the migration tool

– Bulk Export vs BI Cloud Connector Console (aka BICCC or Cloud Connector)
– If there a is a need for a one-time simple data export, consider OTBI
• Data volume
– Full load vs incremental volumes
– UCM Re-sizing based on volume
• Gap analysis
– Map source to target data elements
– Review/Design data massaging/transformational needs

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 9

Data Export Tool Matrix Define
Requirements
Analyze
Design and
Build
Test and
Validate
Cut Over to
Production

Use Case Cloud Adapter Bulk Export

Large data volume ✓

Ease of use Release 13 ✓
Performance (throughput) ✓
Frequency (multiple daily incremental) Release 13 ✓
Change data capture (CUD) ✓✓ ✓

Change data capture - Related/child object changes ✓

File storage ✓ ✓
End-to-end automation ✓ ✓

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 10

Design and Build Define
Requirements
Analyze
Design and
Build
Test and
Validate
Cut Over to
Production

• Configure and extend

– Define and create schedules
– Define automation and orchestrate end-to-end operation
• Bulk export – design/develop how the files from UCM are extracted and loaded in the
target
• BI Cloud Connector Console
– Design/develop how the files from UCM are extracted and loaded in the target
– On-premise BI Apps can orchestrate end-to-end process (ELT)
• Post-export process
– Load data into target system
– Design/develop data transformation as needed

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 11

Test and Validate Define
Requirements
Analyze
Design and
Build
Test and
Validate
Cut Over to
Production

• Unit test
– Start with fewer objects and less volume
– Identify gaps in generated files and retest
– Do function testing by performing downstream uptake of the data
– Reconcile the data between source and target
• Performance test
– Run the full export to asses volume and time
– Identify any issues related to data or storage and engage Oracle Support as needed
– Re-run the full export to success as this will impact the production cutover
– Run the incremental export and keep the details available during production planning
• Prepare daily execution plan and test
• Plan for production migration

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 12

Cut Over to Production Define
Requirements
Analyze
Design and
Build
Test and
Validate
Cut Over to
Production

• Validate checklist
– Ensure pre-requisites are set
– Plan the initial full export
– Plan to schedule ongoing incremental exports
• Reconcile the data between source and target

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 13

Key Points to Consider

• Planning
– Consider reviewing the Cloud Applications data dependency, frequency and recency in other
corporate systems so that the right tool is used
– Start early with Key OOTB objects (for example Account, Contact and Opportunity)
– Consider using delete extract instead of enabling auditing in the Cloud Application
• Build, Test and Validate
– Only extract objects and attributes as needed
– Test with fewer objects
– Make sure extraction schedules do not overlap with data integrations (i.e. data import)
• Production Cutover
– Migrate the customizations and schedules early
– Plan the initial full extraction during low user activity and data integration processes

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 14

Available Resources

• Creating Business Intelligence Cloud Extract

• Using Web Services to Import and Export Data
• Understanding File-Based Data Import and Export

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 15

Oracle BI Cloud Adapter
Rohan Lobo
Product Management/Strategy
Oracle Business Analytics

Sireesha Mandava
Product Development
Oracle Business Analytics

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | 16

Data Flow –Fusion Cloud Applications extraction with BICC
Available Today

BI Cloud Connector Console

1. Configure Cloud Extract
2. Configure Target Storage
3. Manage Extract Schedule

Flat files

UCM

FSCM, HCM,CX

Cloud
Storage

Oracle Public Cloud

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 17
Oracle BI Cloud Adapter (BICC)
Fusion Cloud Application • BICC Features:
– Full Extraction (initial or on-demand)

OTBI
– Incremental Extraction
– Selective Object Extraction
BI Common Semantic Model
– Scheduling for Incremental Data Extraction
– Support for Fusion Flexfields via BI Extender
Source Extract to

BI View Objects
Flat Files
– Leverages Standard Security Methods of Fusion Cloud
Applications
• Extract Job Types
– Cloud Data Extract: Extracts data from Fusion Application
Cloud
– Deleted Record Extract: To extract primary key values to
Fusion SaaS
identify deleted records by comparing the data in the source
system
– Select Data and Deleted Record Extract: Combine both Cloud
Data Extract and Delete Record Extract into one job

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 18

Oracle BI Cloud Adapter Architectural Overview
Cloud Data Extraction

BI Domain
Fusion Applications
BICC BI Server

BI Broker ADFBC
WebCenter (UCM)

*.csv

OLTP

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 19

Oracle BI Cloud Adapter Architectural Overview

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 20

Oracle BI Cloud Adapter (BICC)
Oracle Public Cloud Customer Site

UCM Server

BICC
Network UCM Client C

Server

Files to
UCM
Fusion Cloud Get Data Files to
Application from SaaS Customer
to CSV Files
Extract Files

Extract Files
Step1: Customer selects BI VOs (Data Store) to extract
Step 2: Schedule or execute an Extract
Step 3: Monitor Extract execution
Step 4: Files are transferred to UCM server
Step 5: Files are transferred over network by UCM client at
customer site
Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 21
Oracle BI Cloud Adapter (BICC)
BICC Extract Flow
Fusion VM

Write More
Extract VO VOs in
All CSVs Create Transfer Files
VO*.CSV File Extract
Created Manifest File to UCM

Raise
Exception

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 22

BI Cloud Adapter Resources

SaaS Offering BI Cloud Adapter Documentation

cloud.oracle.com docs.oracle.com
• CX • Creating a Business Intelligence Cloud
Extract
• ERP
• BI Cloud Connector – A-Team Chronicles
• HCM
• Fusion Cloud Adapter - View extracted
• SCM files in UCM

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 24

Oracle BI Cloud Adapter
Demonstration

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 25

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. |
Appendix

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BI Cloud Connector Console

1. Configure Cloud Extract

• BI Application Offerings
– Maps to supported offerings in the
Fusion Cloud Application dataset
• Data Store Offerings
– List BI View Objects (VOs) selection
– This is where you specify the VOs
from which to extract data

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 28

BI Cloud Connector Console

2. Configure Target Storage

• UCM
– Maps to Universal Content
Management Server on the Fusion
Cloud Application
• Cloud Storage
• Maps to customer purchased
Oracle Cloud Storage

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 29

BI Cloud Connector Console

3. Manage Extract Schedule

• Manage data extracts of BI data
from Fusion Cloud Application
– Frequency
– Hourly
– Daily
– Weekly
– Monthly
– Yearly

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 30

Safe Harbor Statement
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.

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 31

Copyright © 2018 Oracle and/or its affiliates. All rights reserved. | 32