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Upgrading OBIEE to 11gBI with Fusion Applications in Mind

Joan Lugo CMS Eric Riegelman Red River Solutions Session ID #7873

Disclaimer
At the time of presentation delivery, our specific upgrade approach was still being discussed with Oracle. For current presentation slides go to: www.redriversolutions.com/collaborate11

Center of Medicaid and Medicare Services


 

   

CMS is part of Dept of Health and Human Services CMS is one of the largest purchasers of health care in the world and represents 35 cents of every dollar spent on health care in the United States CMS Budget FY 2010 -- $730.7 billion Administers the Medicare Program and oversees the Medicaid Program Medicare provides health insurance for more than 45.7 million beneficiaries Provides funding to States for Medicaid for some 51 million beneficiaries

CMS HIGLAS Footprint


HIGLAS = Healthcare Integrated General Ledger Accounting System
 

 

Uniform accounting system 2005 GoLive Environment: Built on Oracle Financials 11.5.10 R2 OBIEE 10.1.3.4.1 Federal Financials Analytics BI Applications 7.9.6.2 Processing for medical benefits and state programs Approximately 1M+ transactions per day processed

Financial Reporting

Dashboard

BIApps & Custom Data Warehouse

Federal Financials 11i E-Business Suite

Informatica /DAC

Major Challenges
Payment processing volumes are projected to increase exponentially All reports are executed in Production in Batch Processing environment Improve efficiency within report development and maintenance Considerable time to execute and download reports Extensive manual intervention in generation of Reconciliation and Financial Integrity Reports Security restrictions on data view based on diverse user base Increase transparency within organization Automate decision support by developing imbedded analytics for the E-Business Suite environment Provide a hierarchy that will offer a geographical view of Government Programs for states Develop an approach that will facilitate the future roll-out of OBIEE to all constituents internal organization, program contractors, and external government agencies Aggregate a source system with over 1B transactions a yearover 5 years!

OBIEE Upgrade Strategy and Goals


1) Complete Production upgrade migration in a single weekend timeframe 2) Educate staff for BI 11g self-sufficiency 3) Quickly integrate BI 11g functionality into existing answer queries and dashboards 4) Prioritize new BI 11g features to integrate after upgrade

OBIEE Upgrade Approach

Perform BI 11g upgrade in a Production simulation environment Apply post-upgrade steps to RPD and Web Catalog Perform BI 11g upgrade in actual Production environment Instead of applying post-upgrade steps, use 11g Application Migration to move BI 11g RPD and Web Catalog from PROD-SIM to PROD environment.
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OBIEE Upgrade Approach


PROD-Simulation
RPD/WebCat

PROD
RPD/WebCat

Perform postupgrade steps Run Upgrade Assistant Install and configure BI 11g Install and configure 11g

Deploy BI 11g RPD/Webcat Run Upgrade Assistant Install and configure BI 11g Install and configure 11g

BI Roles and Responsibilities


Role
End or Business User BI Analysts Presentation Layer Administrator Security Architect EBS Data/Functional Analyst

Responsibility
Provide data analysis requirements, KPIs and priorities Develop business requirement and transfers those requirements to BI requests and dashboards Configure and manage the Presentation Layer including manage Presentation Catalog, managing shared content, and managing dashboards Roles and responsibilities (security policies) management from access control perspective Provides EBS and Flexfields mapping and associated business rules and application setups. Primary knowledge of Data Store and Warehouse design to develop schemas to support business requirements and construct the Business/Metadata Modeling and ETL enhancements Modifies Pre-Built adapters and develops ETL mappings for extensions OBIEE server installation, maintenance, and administration

OBIEE Data Modeler & ETL Developer

OBIEE System Administrator

SDLC Methodology
Initiation Discovery Design Configure Validate Deploy

BI projects fail due to a lack of stakeholders sponsorship and business involvement due to unique nature of the project No different with an upgrade A Project methodology will assist in working with business and IT stakeholders during each phase to set expectations and to ensure involvement Agree upon time duration for each phase
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Initiation Phase
     

Establish Business and IT Stakeholders Develop and agree on Project Charter Define scope for phases Develop detailed project management plan Define project team Developing an Upgrade Strategy

Oracle Fusion Middleware 11g Oracle Business Intelligence 11g

Attend preliminary public training

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Initiation Phase


Internal Resources

External Resources (optional)

Business/IT Stakeholders (10%) Project Manager (50%) Business Analyst (20%) BI Analysis (20%)

BI Architect (25%) BI Project Manager

Success Factors

Select BI Upgrade Strategy that meets current environment. Dont add complexity during the upgrade. Use public Oracle workshops to quickly educate project team
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Discovery Phase
     

Infrastructure Sizing Determine Security Model modifications DEV Environment Build Plan and Perform DEV 11g Fusion install Plan and Perform DEV 11g BI install Perform Gap Analysis for Appearance and Behavior After Upgrade Formal OBIEE Education

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Discovery Phase


Internal Resources

External Resources (optional)

Project Manager (50%) Business Analyst (50%) BI Analysis (50%) OBIEE System Administrator (50%)

BI Architect (100%) Installation Specialist (50%)

Success Factors

Establish client team and educate May use cloud computing for rapid DEV deployment

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Design Phase
     

Presentation Layer Design Technical Architecture Design Security Design Create Test Strategy Create User Training Strategy (optional) Performance Tuning Design

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Design Phase


Internal Resources

External Resources (optional)

Business/IT Stakeholders (10%) Project Manager (100%) Business Analyst (50%) BI Analysis (50%) OBIEE System Administrator (50%)

BI Architect (100%) Installation Specialist (100%)

Success Factors

Over Forty known RPD and Webcache upgrade issues documented. Explore Oracle Support, User Groups, and OBIEE Blogs for additional issues Remember Custom XML, Styles & Skins, Static files, Configuration files, anything modified by client hands!
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Engage Stakeholders Early/Often


Rorschach Inkblot Test

One persons bat is another persons moth 17

Configure Phase
       

Modify Presentation Layer Modify RPD Modify Web Catalogs Modify Configuration files Finalize Test Plans and Scripts Modify Security model Perform Unit Testing TST Environment Build

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Configure Phase


Internal Resources

External Resources (optional)

Business/IT Stakeholders (5%) Project Manager (50%) Business Analyst (20%) BI Analysis (100%) OBIEE System Administrator (25%)

BI Architect (100%) Installation Specialist (50%)

Success Factors

BI Performance Tuning is more important for an upgrade and is an overlooked activity engage early Reuse test plans as baseline from previous deployment

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Validate Phase
       

PROD Environment Build Perform TST 11g Fusion upgrade Perform TST 11g BI upgrade Migrate RPD, Web Catalogs, and Config files Check Performance of Reports and Dashboards Begin Performance Monitoring Perform UAT Testing End-user Training

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Validate Phase


Internal Resources

External Resources (optional)

Business/IT Stakeholders (25%) Project Manager (100%) Business Analyst (80%) BI Analysis (100%) OBIEE System Administrator (75%)

BI Architect (100%) BI Performance Architect (50%) Installation Specialist (25%)

Success Factors

Validate, Validate, Validate Run an Incremental Load during the upgrade with equal importance of an initial data load

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Deploy Phase
    

Perform PROD 11g Fusion upgrade Perform PROD 11g BI upgrade Migrate RPD, Web Catalogs, and Config files Perform PROD validation Go Live - Celebrations

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Deploy Phase


Internal Resources

External Resources

Business/IT Stakeholders (15%) Project Manager (50%) Business Analyst (50%) BI Analysis (75%) OBIEE System Administrator (75%)

BI Architect (50%) BI Performance Architect (50%)

Success Factors

Plan for Post Production Support Train the Trainer approach for End-User education

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Factors to Consider


  

Over Forty known RPD and Webcache upgrade issues documented Users and Groups Security migrate from repository into the embedded LDAP server in 11g Security policies are now defined as Application Roles Education of client team is valuable Make client team accountable early and assign project tasks Validate, Validate, Validate

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Questions

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