BI Apps Material

8/19/2019 BI Apps Material

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Confguration ManagerAdministrative UI to manage system confguration or your BI Applications

Global parameters

-Language setup-Currency setup-Extract dates

elps you !anage setup data" load and extend t#e $are#ouse%!onitor and !anage Load &lans t#at per orm t#e E'L%Enables migration o confguration in ormation rom fle%BIAC! #elps maintain and monitor (omains !appings and (omain !ember!appings" )ource (omains" *are#ouse (omains and *are#ouse (omain

ierarc#ies%+ou can edit current (omains or extend $it# ne$ (omain !appings%'#e ,unctional )etup !anager tas s screen lin s to a specifc BIAC! screen or t#edomain so you can edit t#e specifc mapping

BIAC! can be used to maintain t#e Global and (ata Load &arameters li eI.I'IAL/E0'1AC'/(A'E" I)/)()/(E&L2+E(" etc

Ability to export and import confguration rom fle3BI Applications Confguration !anager 4BIAC!5 $it# prebuilt metadata orconfguring" running" and monitoring t#e E-L' processes or source-specifccontainers 3BI Applications Confguration !anager 4BIAC!5 $it# prebuilt metadata orconfguring" running" and monitoring t#e E-L' processes or source-specifccontainers 3

Load Plan Generator (LPG) is a plug-in to BIAC! t#at generates Load&lans to load desired )ubset o act tables to be populated into BI Apps (ata*are#ouse

'#e Load &lan Li e Cycle consists o t#e ollo$ing ases67(efne Load &lan8(efne Load &lan properties8C#oose t#e appropriate (ata )ource8)elect t#e re9uired ,act Groups7Generate Load &lans8L&G Generates &lan based on design-time and run-time dependencies8L&G trims out unnecessary tas s8Creates steps across : p#ases )(E" )IL and &L&8Adds in additional steps or 'able maintenance

Execute Load Plan—Executes steps o t#e Load &lan

8Creates Load &lan Instances

8)tore eac# load plan run in ormation i restarted under t#e same Load &lanInstance


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7!onitor Load &lans8!onitor Load &lan runs rom BIAC!

8!onitor Load &lan runs rom 2perator

Load plans can be defned rom !anage Load &lans

%.e$ Load &lans can eit#er be created rom scratc# or copied rom existing Load&lans

'#e Load &lans 'ypes are designed $it# t#e ability to clearly separate t#e )(E and)IL;&L& p#ases

%'#is enables to reduce source system do$ntime only to t#e )(E p#ase3

Load Plan Types%'#ese are t#e available Load &lan 'ypes7)ource Extract 4)(E58Includes 'as s t#at extract re9uired tables rom source7)ource Extract and Load 4)(E" )IL < &L&58Includes 'as s t#at extract rom source" load into $are#ouse and related postprocess7*are#ouse Load 4)IL < &L&582nly includes load into *are#ouse and post process7(omain only Extract and Load 4)(E < )IL58Extracts only (omain related records rom source

Load Plan Generation%Load &lans need to be generated once defned only t#en t#ey can be run3%2nce Generate is clic ed" L&G resolves all dependencies based on metadata storedin repository

Load Plan Execution%Load &lans can be run by clic ing t#e Execute button once generated3%!ultiple Load &lans s#ould not be run in parallel

Load Plan Monitoring%Load &lans can be monitored rom t#e 2(I Console by clic ing !anage Execution)tatus

Restarting Load Plans%Load &lans can be restarted i a ailure is encountered%In order to avoid ine=cient E'L t#ey can be restarted eit#er rom &oint o ailure orbased on t#e setup in t#e Load &lan


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Restarting Load Plans%Any )erial Load &lan step is al$ays set to 1estart rom ,ailure7In case o ailure in a se9uence o sub-steps" t#e load resumes rom ailed step%Any &arallel Load &lan step is al$ays set to 1estart rom ,ailed C#ildren

7'#is ensures only t#e ailed steps in a set o parallel steps being run are executedagain3%Any )cenario step is al$ays set to 1estart rom ailure7I a sub-step o a scenario ails" t#en restart $ill execute t#e scenario rom t#e

ailed sub step

Handling Load Plan Failures%In case a Load &lan cannot be restarted because o ailures $it#in a single step" itcan be !ar ed as Complete so rest o t#e Load &lan is not #eld up%'#e ailed scenario $ill need to be #andled and rerun separately%Care needs to be ta en to #andle all dependencies i a load plan is run separately%Also care needs to be ta en to reset t#e scenario variables to Load &lan run values

Handling Load Plan Failures%In case a scenario is regenerated in t#e middle o a Load &lan ailure" t#en t#eLoad &lan does not pic up t#e latest scenario%In t#is case eit#er t#e Load &lan can be restarted rom scratc# or t#e Load &lan canbe !ar ed as Complete and scenario executed separately $it# t#e rig#t variablevalues

Stopping Load Plans%Load &lans can be stopped by using t#e )top Load &lan rom t#e context menu ot#e 2(I )tudio or t#e 2(I Console%Load &lans can be stopped a ter a logical point o completion 4)top .ormal5 or bestopped immediately at current point o execution 4)top Immediate5

Source ependent Extract(S E)!%Is source-specifc and supports universal business adaptors%Exposes simplifed business entities rom complex source systems%Converts source-specifc data to universal staging table ormat%Is lig#t$eig#t and designed or per ormance and parallelism%Is extensible

Source "ndependent Load(S"L)!%Encapsulates $are#ouse load logic% andles67)lo$ly c#anging dimensions7>ey loo up resolution; surrogate ey generation7Insert;update strategies7Currency conversion7(ata consolidation


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%Uses bul loaders

Post Load Process(PLP)!%&ost Load &rocesses are executed a ter t#e dimensions and acts are populated%A typical example $ould be to trans orm a base act table into an aggregate table

%&L& tas s are source independentLoad plan types include:- Source Extract (SDE): Includes only those tasks that extract from the source andloads data into staging tables.- Source Extract and Load (SDE, SIL, and PLP): Includes all tasks to extract fromthe source and load the data warehouse tables.- Warehouse Load (SIL and PLP): Includes only those tasks that extract from thestaging tables and load the data warehouse tables.- Domain-Only: Includes all tasks required to extract domain-related records fromthe source and load the data into the domain-related tables in the Oracle usiness

!nalytics "arehouse.

Functional Setup Manager Administrative UI to trac < manageimplementation pro?ects and re9uired unctional setup stepsEnables you to select BI Applications o@erings and ,unctional areas t#at arere9uired%Generates a list o confguration tas s t#at need to completed be ore a ,ull Load isrun%'#e generated tas s can be assigned to di@erent developers and can be monitored

rom t#e ,unctional )etup !anager

The Oracle Business Analytics Warehouse supports the following currency types:

# Document currency. The currency in which the transaction was performed and therelated document was stored in. For example, if your company purchases a desfrom a supplier in France, the document currency will li ely !e in "uros.

# #ocal currency. The accounting currency of the legal entity or ledger in which thetransaction occurred.

# $lo!al currency. The Oracle Business Analytics Warehouse stores up to threegroup currencies configured using the Oracle Business %ntelligence DataWarehouse Administration &onsole. For example, if your company is a multinationalenterprise with head'uarters in the (nited )tates, ()D *() Dollars+ will !e one of thethree glo!al currencies.

The glo!al currencies must !e pre configured prior to loading data so that exchangerates can !e applied to the transactional data as it is loaded into the datawarehouse. For e-ery monetary amount extracted from the source, the "T# mappingstores the document and local amounts in the target ta!le. %t also stores the correctexchange rates re'uired to con-ert the document amount into each of the threeglo!al currencies. $enerally, there will !e eight columns on a fact ta!le for each


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amount: one local amount, one document amount, three glo!al amounts, and threeexchange rates used to calculate the glo!al amount.

To configure the glo!al currencies you want to report:

1. %n DA&, go to the Design -iew, and select the appropriate custom containerfrom the drop down list.

2. Display the )ource )ystem arameters ta!.

3. #ocate the following parameters, and set the currency code -alues for them inthe /alue field *ma ing sure to the -alues are consistent with the sourcesystem exchange rate ta!le+:

00$#OBA#12&(332&OD" *for the first glo!al currency+. 00$#OBA#42&(332&OD" *for the second glo!al currency+.

00$#OBA#52&(332&OD" *for the third glo!al currency+.When Oracle B% Applications con-erts your transaction records6 amount from documentcurrency to glo!al currencies, it also re'uires the exchange rate types to use toperform the con-ersion. For each of the glo!al currencies, Oracle B% Applications alsoena!les you to specify the exchange rate type to use to perform the con-ersion.Oracle B% Applications also pro-ides three glo!al exchange rate types for you toconfigure.

Oracle B% Applications also con-erts your transaction records6 amount from documentcurrency to local currency. #ocal currencies are the !ase currencies in which youraccounting entries and accounting reports are recorded. %n order to perform this

con-ersion, Oracle B% Applications also ena!les you to configure the rate type that youwant to use when con-erting the document currency to the local currency.

To configure exchange rate types:

1. %n DA&, go to the Design -iew, and select the appropriate custom containerfrom the drop down list.

2. Display the )ource )ystem arameters ta!.

3. #ocate the following DA& parameters and set the exchange rate type -alues

for them in the /alue field:

00$#OBA#123AT"2T7 " *rate type for $#OBA#12&(332&OD"+ 00$#OBA#423AT"2T7 " *rate type for $#OBA#42&(332&OD"+

00$#OBA#523AT"2T7 " *rate type for $#OBA#12&(332&OD"+


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00D"FA(#T2#O&23AT"2T7 " *rate type for document to local currency+.

Exchange Rate ETL:

The exchange rates are stored in the ta!le W2"8&923AT"2$. For eoplesoftimplementations, W2"8&923AT"2$ is loaded using from W2"8&923AT"2$) which ispopulated using mapping )D"2 )FT2"xchange3ateDimension.

#ttp6;;oracletuition3blogspot3in; D; ;bi-apps- -confguration-document3#tml

Tas#s in Functional Setup Manager%'#e confguration tas s listed by ,unctional )etup !anager can be o t#e ollo$ingtypes7'as s to confgure (ata Load &arameters8'I!E/G1AI." I.I'IAL/E0'1AC'/(A'E" etc7'as s to manage (omains and !appings8(omain maps or employee dimension7'as s to confgure 1eporting &arameters8,)C!/!A)'E1/21G7'as s t#at provide in ormation%Completion o t#e basic setup tas s ensures a ull load run" but may not beaccurate%All t#e recommended tas s need to be completed or an accurate load o t#e datainto t#e $are#ouse2nce an implementation is started t#e tas s can be trac ed t#roug# ,)! andmonitored or completion

Creatin an Im!lementation Pro"ect$he steps to create an implementation pro%ect are not displayed in the slide. $o createanimplementation pro%ect& in the $asks bar& select Implementations ' (anageImplementation)ro%ects to display the (anage Implementation )ro%ects page. $hen choose !ctions '

*reateto enter a name for the pro%ect and select the offering to implement. $o make offeringseasier to manage& Oracle recommends that you deploy one offering per pro%ect. In otherwords& if you are deploying three offerings& then create three implementation pro%ects.In this example& you ha+e installed Oracle ,inancial !nalytics and you create an


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implementation pro%ect to configure the $L for Oracle ,inancial !nalytics. $o configure$L

for Oracle ,inancial !nalytics& you must create at least one implementation pro%ect."hen youcreate an implementation pro%ect& you select the offering to deploy as part of that

pro%ect.Once you create an implementation pro%ect& , ( generates the tasks required toconfigurethe specified offering. y default& the tasks are assigned to the I !dministrator user. If required& you can optionally assign tasks to functional de+elopers& who will then performthetasks. /se the 01o to $ask2 column to complete functional configuration tasks.

Typical Financial $nalytics Confgurations%,inancial Analytics re9uires various tas s to be completed" some common ones areexplained6

%Confgure Initial Extract (ate%GL account and GL )egment dimension confguration or EB)%!anage (omains and !ember !appings or Employee (imension%Confgure (ata Load &arameters or )o t (elete%)peci y Gregorian Calendar (ate 1anges%)peci y t#e Ledger or )et o Boo s or $#ic# General Ledger (ata is Extracted

Confgure "nitial Extract ate%I.I'IAL/E0'1AC'/(A'E is a date parameter $#ic# is applied to )(E mappings inorder to limit transactional data extraction rom source to (*3%Initial extract date in BIAC! Confgure GL $ccounts and GL Seg%ents &or E'S%GL accounts are ey Fex felds and $#ic# are stored in GL/C2(E/C2!BI.A'I2.)table3%Accounting Fex feld structure $ill be stored in ,.(/I(/,LE0/)'1UC'U1E)

Setting up a Full Load% arious steps need to be completed success ully inorder to complete a ,ull Loadsuccess ully%2verall t#e steps are as ollo$s67)etup )ource )ystem (etails in BIAC!7Enable t#e licensed 2@erings and !odules in ,)!

7Create Implementation &ro?ects in ,)!7Assign &ending 'as s to ,unctional (evelopers in ,)!7Complete &ending 'as s in ,)!7!onitor all necessary tas s completion in ,)!7&er orm (omains and !appings confguration7Generate a Load &lan7Execute and 1un a ,ull Load Assign o$ners and due dates to tas s-(omain setup


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% Ensures setups are complete and easily interrogated

#dmin Ser$erA *ebLogic (omain consists o one Admin )erver3

'#e Admin )erver consists o a H EE Admin ConsoleJ application $#ic# is*ebLogicKs UI or providing management unctions across t#e *ebLogic domain6#ttp6;;local#ost6 ;console

In addition" 2racle Enterprise !anager is also deployed to t#e Admin )erver3 E!provides )ystem !anagement and monitoring capability across t#e $#ole 2racle BI(omain6#ttp6;;local#ost6 ;em

%ana ed Ser$er

Contains deployed H EE application components3A *ebLogic (omain can #ave multiple !anaged )ervers" eac# o $#ic# can run on adi@erent mac#ineBIAC! and ,)! are deployed on t#e !anaged )erver bi/server 6http:33localhost:45673biacm

O8I *onsole and !gent are deployed on the (anaged er+er odi9ser+er :#ttp6;;local#ost6 ;odiconsole

&ode %ana erA daemon process t#at provides remote start" stop" restart and monitoringcapabilities or *ebLogic processes3 Eac# mac#ine running *ebLogic $ill #aveone 4and only one5 .ode !anager process

Oracle 'I System Com!onents '#e same processes as $it# 2BIEE g" $it# an additional 2racle &rocess!anager .otifcation )erverJ 42&!.5 component responsible or remotestart;stop;ping o )ystem Components3 2&!. can be controlled rom t#ecommand-line or via Enterprise !anager3 2&!. is re9uired on every 2BIEEmac#ine

Oracle 'I EE Com!onents !nalytics : 1i+es "eb access*onfig (anager : )opulates the 8omain +alues automatically, ( : ,unctional etup (anger which )opulates the 8omain +alues automatically and willpro+ide a clear check list of tasks that should be completed before doing a full loadLoad )lan 1enerator : L)1 is a utility for generating O8I plans

!$1 Lite :


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O8I 8; : O8I )latform includes an 8; that allows de+elopers to write codes that performtasks similar to the ones done using O8I tudiobiacm : http://:/biacm

Analytics: http://:/analytics

*no+led e %odule>no$ledge !odules are at t#e core o t#e 2racle (ata Integrator Enterprise Editionarc#itecture3%'#ey ma e all 2racle (ata Integrator Enterprise Edition processes modular"Fexible" and extensible3%>no$ledge !odules implement t#e actual data Fo$s and defne t#e templates orgenerating code across t#e multiple systems involved in eac# process3%>no$ledge !odules are generic" because t#ey allo$ data Fo$s to be generatedregardless o t#e trans ormation rules3

%2(I Enterprise Edition provides a compre#ensive library o >no$ledge !odules"$#ic# can be tailored to implement existing best practices 4 or example" or #ig#estper ormance" or ad#ering to corporate standards" or or specifc vertical no$-#o$53

no$ledge module is a code template containing t#e se9uence o commandsnecessary to implement a data integration tas 3%'#ere are di@erent predefned no$ledge modules or loading" integration"c#ec ing" reverse-engineering" ?ournaliMing" and deploying data services3%All no$ledge modules $or by generating code to be executed at run time3%>!s can be specifed as

“

Global"”

allo$ing t#em to be s#ared across multiplepro?ects3


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3racle '" $pplications Specifc4Ms .e$ >!s or BI Apps scenarios6%I>! BIApps 2racle Control Append%I>! BIA&&) 2racle Event Nueue (elete Append%I>! BIA&&) 2racle ,act Incremental Update%I>! BIA&&) 2racle Incremental Update%I>! BIA&&) 2racle &eriod (elete Append%I>! BIA&&) 2racle )lo$ly C#anging (imension%I>! BIA&&) )NL 'arget 2verride%.ested I>! BIA&&) 2racle Control Append%.ested I>! BIA&&) 2racle Event Nueue (elete Append

L4M '"$PPS S5L to 3racle (Multi Transport)%'#e >! is designed to load rom any I)2-O compliant database to 2racle%It reads rom t#e selected database and $rites into 2racle 'emporary 'able createddynamically%It is typically used in most o t#e )ource (ependent Extracts%It supports extraction rom 2racle (atabases using (B Lin s%It supports extraction rom )() )c#ema $#en available%It also supports standard H(BC extraction

A (B LI.> needs to be pre created manually in t#e database and s#ould be namedin t#e specifc syntax belo$ or t#is to $or

'#e option can also be overridden using >! 2ptions in t#e Fo$ tab%'#e inter ace can be c#anges to pic up rom )() )c#ema ?ust by c#anging t#eoption in !anage (ata Load &arameters $#ic# sets t#e Global variableI)/)()/(E&L2+E((atabase Lin s are supported or 2racle (ata )ources%Global parameter E'L/)1C/ IA/(BLI.> needs to be set or t#e (B LI.> to be used

What Is an # ent.%An agent is a runtime component o 2(I t#at orc#estrates t#e integration process3%It is a lig#t$eig#t Hava program t#at retrieves code rom t#e repository at run time3

%At design time" developers generate scenarios rom t#e business rules t#at t#ey#ave designed3 '#e code o t#ese scenarios is t#en retrieved rom t#e repository byt#e agent at run time3%'#is agent t#en connects to t#e data servers" and orc#estrates t#e code executionon t#ese servers3Agents are lig#t$eig#t Hava processes t#at orc#estrate t#e execution o ob?ects atrun time3%Agents can do one o t#e ollo$ing67Execute ob?ects on demand


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7Execute according to predefned sc#edules

/sin the 0+o 0y!es o1 # ents%(eploying a Hava EE agent in a Hava EE Application )erver 42racle *ebLogic)erver567In 2(I" defne t#e Hava EE agent in 'opology .avigator37In 2(I" create t#e *L) template or t#e Hava EE agent37(eploy t#e template directly using *L) Confguration *iMard3%Using a standalone agent67Launc# an Agent37(isplay )c#eduling In ormation37)top t#e Agent3%Advantages o Hava EE agents over standalone agents67 ig# availability7!ultiple agents" using Co#erence

7Load balancing7Connection pooling bac to repositories

What Is 2e$erse-En ineerin .%1everse-engineering is an automated process to retrieve metadata to create orupdate a model in 2(I%,or example" 1>!s detects t#e description o tables" columns" data types"constraints" and comments rom a database to load t#e repository%2racle BI Applications 2(I repository contains t#e relevant source data models"1>! needs to be run only to import customiMed tables in t#e source system

%ethods 1or D'%S 2e$erse-En ineerin= tandard re+erse-engineering:7Uses Hava (atabase Connectivity 4H(BC5 eatures to retrieve metadata" $#ic# ist#en $ritten to t#e 2(I repository71e9uires a suitable driver

%CustomiMed reverse-engineering671eads metadata rom t#e application;database system repository" and t#en $ritest#is metadata in t#e 2(I repository7Uses a tec#nology-specifc strategy" implemented in a 1everse-Engineering>no$ledge !odule 41>!58 ,or eac# tec#nology" t#ere is a specifc 1>! t#at tells 2(I #o$ to extract metadata

or t#at specifc tec#nology3


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3aria4le Ste!s%(eclare ariable step type67It orces a variable to be ta en into account3

7Use t#is step or variables used in trans ormations" or in t#e topology3%)et ariable step type67It assigns a value to a variable or increments t#e numeric value o t#e variable3%1e res# ariable step type67It re res#es t#e value o t#e variable by executing t#e defned )NL 9uery3%Evaluate ariable step type67It compares t#e variable value $it# a given value" according to an operator37+ou can use anot#er variable in t#e alue feld3

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