Introduction to Obiee-11g

Embed Size (px)

Citation preview

  • 8/11/2019 Introduction to Obiee-11g

    1/44

    (a) Oracle Business Intelligence 11g Services

    As the leading implementation specialist and thought leader for Oracle business intelligence, data warehousing and

    performance management systems, Rittman Mead have been long prepared for this major new release of Oracle

    Business Intelligence Enterprise Edition g!

    "o ensure organisations can benefit from the powerful functionality of this comprehensive BI tool, Rittman Mead have

    created a series of innovative implementation, upgrade and training offerings designed to deliver ma#imum return on

    e#isting and future BI investment!

    This post I thought of covering end to end creating a sample RPD, Changing the settings in EM

    and querying it from answers in !IEE ""g# It covers following topics

    OBIEE 11g Ready

    Rittman Mead$s OBIEE 11g Readyis a review and roadmap service delivering a report designed to show how your

    organisation is currently using OBIEE, how to ma#imise your investment in OBIEE s%ills and technology, how moving

    to OBIEE g can ma%e a real difference to your business& and a plan, based on Rittman Mead$s best practice

    methodology, for how to ma%e it happen!

  • 8/11/2019 Introduction to Obiee-11g

    2/44

    'or% with a Rittman Mead e#pert BI solutions consultant to find out how your organisation can compete better on

    OBIEE g!

    OBIEE 11g Upgrade

    "he Rittman Mead OBIEE g (pgrade is a pac%aged upgrade service based on Rittman Mead$s unparalleled

    technical product %nowledge, and best practice methodologies developed through many years e#perience in

    delivering Oracle BI, )' and E*M solutions! Rittman Mead$s g (pgrade service is designed to deliver your

    e#isting OBIEE solution on the new g platform, in rapid timeframes at low cost, giving your organisation the

    opportunity to ta%e advantage of the wealth of new capabilities on offer in OBIEE g!

    OBIEE 11g Implementation

    Rittman Mead provides a full end+to+end OBIEE g Implementation ervice based upon its proven )elphi

    Implementation methodology! "his agile and iterative approach ensures engagement at all levels of the organisation,

    from the earliest planning stages through to go live, driving successful return on investment and enabling intelligencebusiness throughout the enterprise!

    OBIEE 11g Training

    Rittman Mead$s comprehensive training suite has been updated -./ to provide the latest in technical and user training

    for the g release0

    "R1 232 0 Oracle BI EE g )eveloper Bootcamp -4 days/

    "R1 532 0 Oracle 'arehouse Builder gR2 )eveloper Bootcamp -5 days/

    "R1 234 0 Oracle BI EE g for End+(sers -6 days/

    "R1 536 0 Oracle )ata Integrator g )eveloper Bootcamp -6 days/

    .)ates of availability to be announced

    This will $e a good starting point for someone who wants to learn !IEE""g#

    "# !uilding Physical %ayer

    !uiding !MM layer

    '# !uilding Presentation %ayer(# )pdating the settings in EM for latest RPD

    *# +tarting !I services# Ena$ling -uery %ogging

    Building Physical Layer

    Understanding the Business Scenario & Data structure

  • 8/11/2019 Introduction to Obiee-11g

    3/44

    Business Scenario:

    +ales history schema comes with racle data$ase as one of the sample schemas# It e.plains a

    $usiness scenario where company has products which are sold through multiple channels to

    customers with seasoned promotions to ma/e the sales effective#

    Steps to Install the Schema:

    +cripts can $e found under the path $ORACLE_HOME/demo/schema/sales_history

    %ogin to the racle Data$ase with system user#

    Run the main script sh_main.sqlwhich will create the whole schema#

    It will create the user +0 and $elow list of ta$les#

    Tale !ame

    C)1TRIE+

    C)+TMER+

    PRD)CT+

    TIME+

    PRMTI1+

    C0211E%+

    +2%E+

    C+T+

  • 8/11/2019 Introduction to Obiee-11g

    4/44

  • 8/11/2019 Introduction to Obiee-11g

    5/44

    Importing a Data Source

    "# Create a 1ew Repository for D3 as mentioned $elow 4

    a# +elect +tart 5 Programs 5 racle !usiness Intelligence 5 !I

    2dministration#

    6+hortcut 7 +tart 5 Run 5 2dmintool8

    $# +elect 9ile 5 1ew

    c# Enter D" in the 1ame, password in the Repository Password and retype thesame# +elect 1o for Import Metadata option#

    1ote4 Please note the path where the RPD is getting stored# This is the default

    location for storing the RPD#

    Import D3 ta$le +chema

    a# Create a tnsentry in R2C%E:0ME;racle:!I" ;networ/;admin;Tnsnames#ora file for the racle Data$ase from which you are

    planning to import the data#

  • 8/11/2019 Introduction to Obiee-11g

    6/44

    $#

  • 8/11/2019 Introduction to Obiee-11g

    7/44

    !ote4 +elect the ta$les you wish to import and then clic/ on Import

    +elected $utton#

    e# 2fter clic/ing the Import $utton you will see the connection poolwhich is automatically configured $ased on the options you had

    selected# @ust clic/ A>B#

    f# To display the ta$les, e.pand the S* schemadata source in the rpd#

    erify that all ta$les imported successfully#

  • 8/11/2019 Introduction to Obiee-11g

    8/44

    g# The 2dmin tool will loo/ li/e this 4

    ( )pdate the row count and verify the data$ase connection as shown $elow

  • 8/11/2019 Introduction to Obiee-11g

    9/44

    * +hould $e a$le to see the row counts for each ta$le after the a$ove step#

    +ave the repository#

    a# +elect 9ile 5 +ave#

    $# Clic/!oto chec/

  • 8/11/2019 Introduction to Obiee-11g

    10/44

    H# 1ow you can see the >ey +ign after collapsing the C0211E%+ ta$le#

    "# To create a foreign /ey, +elect +2%E+ ta$le

    ""# Dou$le clic/ or right clic/ and select Properties" eys ta$

    "'# Clic/ 2dd $utton then select the C0211%E+ ta$le in the first section li/e$elow and select the C0211E%:ID column#

  • 8/11/2019 Introduction to Obiee-11g

    11/44

    "(# Clic/ o/# 1ow 9oreign >ey also created#

    )sing Physical Diagram 6Recommended84

    )sing the Physical Diagram approach you can define $oth Primary and 9oreign

    /eys in one step#"# In the Physical layer, rightJclic/ the D"data source 5 select Physical Diagram 0 $1ect 2s3

    and ll -oins#

  • 8/11/2019 Introduction to Obiee-11g

    12/44

    The physical diagram may appear as in screenshot $elow4

    '# $?ects will appear very $ig, $ut the Koom can $e ad?usted# To ad?ust the Koom level, right

    clic/ on the white space and set the Koom level to "L, as shown in screenshot $elow 4

  • 8/11/2019 Introduction to Obiee-11g

    13/44

    ou can now drag the ta$les to move around and rearrange them#

    (# Clic/ the %reate !e4 -oin$utton on the tool$ar#

    *# Clic/ the PRD)CT+ ta$lefirstand then on the +2%E+ ta$le# The Physical 9oreign >ey

    dialog $o. will open up#

  • 8/11/2019 Introduction to Obiee-11g

    14/44

  • 8/11/2019 Introduction to Obiee-11g

    15/44

    H# 3hen you are finished, clic/ the in the upper right corner to close the Physical Diagram#"# +elect ;ile 0 Sa

  • 8/11/2019 Introduction to Obiee-11g

    16/44

    Building the Business 8odel & 8apping Layer

    The main purpose of the $usiness model is to capture how users thin/ a$out their $usiness using their

    own $usiness terms# The $usiness model simplifies the physical schema and maps the usersB $usiness

    terms to physical sources#

    There are two main categories of logical ta$les4 ;act and Dimension# %ogical fact ta$les contain the

    measures of organiKationBs $usiness operations and performance# %ogical dimension ta$les contain the

    data used to qualify the facts#

    2# 9ollow the instructions in case you closed the admin tool or else go to point

    "8 In order to define logical ta$le structure in D3 !usiness Model, you will use racle !I

    2dministration tool#

    a8 +elect Start5 Programs5 $racleBusinessIntelligence5 BI dministration#

    $8 +elect ;ile5 $pen5 $++line#

    c8 Dou$leJclic/ D".rpdto open the repository file#d8 Enter the following parameters4

    User4 2dministrator

    Pass4ord: 2dmin"&'e8 Clic/ $,#

    &8 Create a !usiness Model $y right clic/ing in the white space in the !usiness Model and Mapping

    layer and select !e4 Business 8odel# In the name field, name the $usiness model as D" and clic/

    ># 2lternatively, you could drag and drop the Physical schema to create the initial !usiness Model#

    '8 Create logical ta$les $y rightJclic/ing on D3 $usiness model and select !e4 $1ect 0 Logical

    Tale and name it Sales ;actin the %ogical Ta$le dialog $o. and clic/ $,#

  • 8/11/2019 Introduction to Obiee-11g

    17/44

    (8 Create %ogical column of +ales 9act ta$le

    a8 In The Physical %ayer e.pand SL/Sta$le#

    $8 +elect and drag 8$U!T_S$LDcolumn from the Physical layer to the Sales ;actlogical ta$le

    in the !usiness Model and Mapping layer# 2 new 8$U!T_S$LDlogical column is added to

    the Sales ;actlogical ta$le#

    In the !usiness Model and Mapping layer, dou$leJclic/ 8$U!T_S$LDlogical column to

    open the %ogical Column dialog $o.#

    c8

  • 8/11/2019 Introduction to Obiee-11g

    18/44

    c8 RightJclic/ the D"$usiness model and select Business 8odel Diagram 0 "hole Diagram#

    d8 Place the Sales ;actta$le in the middle# To ad?ust the Koom factor, right clic/ on the empty spaceof diagram window and select the Koom#

    e8 Clic/ the !e4 -oin$utton in the tool$ar#

    f8 Clic/ on the P7$DU%TSta$le icon first and then clic/ on Sales ;actta$le icon in the %ogical

    Ta$le Diagram# The %ogical @oin dialog $o. opens# %eave the defaults as they are and clic/ >#

  • 8/11/2019 Introduction to Obiee-11g

    19/44

    g8 The ?oin is creating a oneJtoJmany 6"418 relationship that ?oins the /ey column in the first ta$le toa column that is a foreign /ey in the second ta$le# Create the ?oins and repeat the steps for the

    remaining ta$les# ou donBt have to specify any ?oin conditions in !usiness ModelO !I server will

    pic/ the ?oins defined in the Physical %ayer#

    %*!!/LS?oin with Sales ;act

    %UST$8/7S?oin with Sales ;act

    TI8/S?oin with Sales ;act

    P7$8$TI$!S?oin withSales ;act

    $serve and close %ogical Ta$le Diagram window#

    8 +elect ;ile5 Sa

  • 8/11/2019 Introduction to Obiee-11g

    20/44

    G8 Remain logged in to the racle !I 2dministration Tool for the ne.t la$#

    7ename Business 8odel

    Renaming !usiness Model $?ects

    "8 To change a column name manually, dou$le clic/ a column and change the name# 9or e.ample

    change AC2%E1D2R E2RB to ACalendar earB#

    &8 To automate column name changing, Clic/ Tools 5 Utilities and from utility dialog $o., clic/

    7ename "i=ard and then E.ecute#

  • 8/11/2019 Introduction to Obiee-11g

    21/44

    '8 In the Rename 3iKard, clic/ the !usiness Model and Mapping ta and select the D" $usiness

    model#

    (8 Clic/ the dd *ierarchy$utton and clic/ !e>t$utton#

  • 8/11/2019 Introduction to Obiee-11g

    22/44

    *8 9irst chec/ $!L6Logical Tale and Logical %olumnand clic/ !e>t#

    8 +electll te>t lo4ercaseand clic/ dd#

    F8 Clic/ %hange each occurrence o+ #_) intoa spaceand clic/ dd#

    G8 Clic/ ;irst letter capitaland clic/ dd#

    +imilarly add other rules as per the screenshot# The order of the selected rules is very important, it

    should appear as shown in ne.t screenshot

  • 8/11/2019 Introduction to Obiee-11g

    23/44

    H8 Clic/ ne>tand clic/ ;inish and verify that logical ta$les and logical columns in the !usiness Model

    and Mapping layer are renamed as per rules#

    "8 The %ogical Ta$le names needs to $e renamed further# It can $e done manually 5 right clic/ the

    logical ta$le 5 select the 7enameoption#

  • 8/11/2019 Introduction to Obiee-11g

    24/44

    ""8 2fter renaming, the logical ta$les it should appear as 4

    Deleting )nnecessary !usiness $?ects

    "8 E.pand %hannelslogical ta$le in the !usiness Model and Mapping layer# )se %trl ? clic5to select

    the ID columns e.cept Channel ID6we have to retain the primary /ey always8#

    &8 Press Delete/ey from /ey$oard or RightJclic/ either of the selected columns and select Delete#

    '8 Clic/ 6esto confirm delete#

    (8 erify that the %hannelslogical ta$le now has only three logical columns#

    *8 Repeat the steps to delete the AIDB logical columns from the following ta$les

    a8 Customers$8 Products

    c8 Promotions

    d8 Times

    !ote4 If you choose ActrlB $utton to select multiple o$?ect ma/e sure the %ogical Ta$le is not

    highlighted#

    8 +ave the repository# Do not chec/ glo$al consistency#

  • 8/11/2019 Introduction to Obiee-11g

    25/44

    Building Presentation Layer

    %reating Presentation Layer o+ D" 7epository

    />ercise

    The main purpose of $uilding the Presentation catalog in Presentation %ayer is to provide the useful and

    necessary data from the endJusers perspective i#e# different view of data for $usiness measures are provide

    for different type of users#

    +teps for ma/ing Presentation catalog in Presentation %ayer are as follows4

    3 In case you closed the rpd file, use the following steps to open the repository#

    a8 +elect Start5Programs5 $racleBusinessIntelligence5 BI dministration#

    $8 +elect ;ile5 $pen5 $++line#

    c8 Dou$leJclic/ D".rpdto open the repository file#

    d8 Enter the following parameters4

    User4 2dministrator

    Pass4ord: 2dmin"&'

    e8 Clic/ $,#

    @3 erify that the Presentation layer is visi$le# If it is not visi$le, select Aie45 Presentation from the

    menu $ar.

    3 Ma/e the D3 !usiness model availa$le for -ueries# To do so, dou$le clic/ on the D3 $usiness

    model in the !MM layer 5 select the Chec/$o. for

  • 8/11/2019 Introduction to Obiee-11g

    26/44

    C3 Drag the D" !usiness Model folder from the !usiness Model and Mapping %ayer to the

    Presentation %ayer# Thus the D" presentation catalogis created in Presentation %ayer#

    3 Reordering the columns of D3 presentation catalog#

    a8 E.pand the D"presentation catalog#

    $8 Dou$le clic/ the %ustomersta$le and select the column ta$#

    c8 Change the order of columns using )p and Down $uttons# +elect the column and then clic/ on

    )p or Down $utton# 2fter rearranging it should appear as 4

  • 8/11/2019 Introduction to Obiee-11g

    27/44

    d8 Clic/ $,to close the window#

    E3 +imilarly reorder the other columns $y following the method descri$ed in step ( in following order#

    F3 Rename the columns of D3 presentation catalog#

    a8 E.pand the Productspresentation ta$le#

    $8 Dou$leJclic/ the Prod!amecolumn, select the General ta$ in the Presentation Column dialog

    $o. and unchec/ the Use Logical %olumn !ame#

    c8 Change the column name $y typing Product!amein the name field#

    d8 Clic/ $,#

    H3 Repeat the process till all the column of Products presentation ta$le get name as4

    1ote4 2lternatively you could rename these columns in the !usiness Model = Mapping layer

    6manually or using Rename wiKard shown previously8

  • 8/11/2019 Introduction to Obiee-11g

    28/44

    3 In order to meet end userBs requirement we have to hide;delete some columns from presentation

    %ayer which are not used $y users or are required in !usiness Model = Mapping layer# 9or this

    purpose you have to perform deletion of unnecessary columns4

    a8 In the %hannels presentation column, select the %hannel Id and press Delete /ey from

    /ey$oard#$8 Clic/ 6esto delete the o$?ect#

    c8 +imilarly delete the following columns from the presentation ta$les#

    Tale %olumn !ame

    Promotions Promo Id

    Times Time Id

    Products Prod Id

    Customers Cust Id

    '3 erify the presentation ta$les for the changes you made#

    3 +ave the repository# Do not chec/ glo$al consistency#

    Tip4 Drag and drop the $usiness model from the $usiness model and mapping layer onto the presentation

    layer, this ensures faster creation of the presentation model#

  • 8/11/2019 Introduction to Obiee-11g

    29/44

    Testing and Aalidating 7epository

    %onsistency %hec5

    !efore testing the repository $y running queries using racle !I 2nswers, you have to chec/ the

    consistencies of repository and its $usiness model#

    +teps of chec/ing repository are as follows:

    3 If you havenBt open the racle !I 2dministration tool ?ust open it $y following steps#

    a8 +elect Start5 Programs5 $racleBusinessIntelligence5 BI dministration#

    $8 +elect ;ile5 $pen5 $++line#

    c8 Dou$leJclic/ D".rpdto open the repository file#

    d8 Enter the following parameters4

    User4 2dministrator

    Pass4ord: 2dmin"&'

    e8 Clic/ $,#

    @3 +elect ;ile5 %hec5Gloal%onsistency 2Shortcut J 6ou can select the presentation catalog and

    press %T7L ? ,3

    3 If any error appears in Consistency Chec/ Manager, then edit the repository to correct the

    inconsistencies and rerun Chec/

  • 8/11/2019 Introduction to Obiee-11g

    30/44

    $8 Warning4 These messages show some warning messages which may or may not cause any

    errors#

    c8BestPractices4 These messages are displays information a$out the $est practices, which can $e

    followed#

    3 n successfully and errorless appearance of Consistency Chec/ Manager, clic/ on %lose#

    E3 >eep the rpd open for the ne.t la$#

    Updating the /8 4ith ne4 7PD and start $racle BI Ser

  • 8/11/2019 Introduction to Obiee-11g

    31/44

    8 1ow login to EM )R%http4;;localhost4F";emusing the same username;password used

    for 3%+

    3e have to do following steps to config !I server with our new RPD

    "# Create an encrypted /ey entry in the EM 6new feature from ""g8

    Enter the new RPD name in the configuration

    "# Create an encrypted /ey entry in the EM

    2fter logging in navigate to 3e$%ogic Domain J5 $ifoundation:domain

    %oc/ the domain li/e $elow $efore changing the configuration

    http://localhost:7001/emhttp://localhost:7001/emhttp://localhost:7001/em
  • 8/11/2019 Introduction to Obiee-11g

    32/44

    Clic/ on +ecurity J5 Credentials

    Clic/ on Create >ey

  • 8/11/2019 Introduction to Obiee-11g

    33/44

    Enter the Details li/e $elow

    +elect Map J5 oracle#$i#enterprise 6default for encrypted /ey8

    >ey J5 repository#D3 6repository string with the RPD name8

    Type J5 password 6always8

    )sername;password J5 enter the administrator user with password 62dministrator;2dmin"&'8

    Then clic/ on o/# 3ithout this /ey !I server wonBt upload the repository online#

    2fter creating the /ey, we have to change the RPD that has to $e loaded to the memory#

    1avigate to +ystem M!ean !rowser li/e $elow

  • 8/11/2019 Introduction to Obiee-11g

    34/44

    2fter that go to +erver Configuration li/e $elow

    Enter the RPD name and clic/ on apply

  • 8/11/2019 Introduction to Obiee-11g

    35/44

  • 8/11/2019 Introduction to Obiee-11g

    36/44

  • 8/11/2019 Introduction to Obiee-11g

    37/44

    Enter the value as Error 6so it throws only error8 and clic/ invo/e#

    Chec/ the configuration files whether the changes are into effect or not#

    Path:

    R2C%E:0MEinstancesinstance"configracle!I+erverComponentcoreapplication:o$is"1

    -+Config#I1I

    To chec/ the we$cat location navigate li/e $elow to the Presentation+erverConfiguration

  • 8/11/2019 Introduction to Obiee-11g

    38/44

    +ee the parameter called 3e$Catalog+hared%ocation

    1ow we are done with the Enterprise Manager settings#

    %et us start the !I services

  • 8/11/2019 Introduction to Obiee-11g

    39/44

    Ma/e sure we have four components running 3e have not configured the scheduler so it wonBt run#

    1ow 3%+ = !I services $oth are running#

    /naling Kuery logging

    "8 /nalequeryloggingto see the $?ects $eing used and the +-% $eing issued to the data source $y

    the !I +erver#

    a89rom !IEE ""g 2dministrator user will not $e in RPD as they are coming from 3%+#$8 3e can set the log level only in online mode#

    c8pen the 2dmin tool after starting all the services

    d8 1avigate to Manage J5 Identity

  • 8/11/2019 Introduction to Obiee-11g

    40/44

    e8Clic/ on 2dministrator

    f8 +et the log level appropriately and clic/ o/

    g8 2fter that chec/ing the changes

  • 8/11/2019 Introduction to Obiee-11g

    41/44

    &8 +elect ;ile5 Sa

  • 8/11/2019 Introduction to Obiee-11g

    42/44

    (8 Clic/ on the D"+u$?ect 2rea in the right pane#

    *8 %etBs start with a simple query say state wise amount sold# In order to create a report for this, you

    have to first e.pand %ustomersfolder and clic/ on State Pro

  • 8/11/2019 Introduction to Obiee-11g

    43/44

    H8 E.amine the nalyticsquerylogfile#

    a3 pen

    Qracle !I installation directory 6generally

    D4racleinstancesinstance&diagnosticslogsracle!I+erverComponentcoreapplication:o$is"

    1--uery#log# +croll down to the $ottom of the file to locate the last query you e.ecuted#

    $7 theother method is4

    3

  • 8/11/2019 Introduction to Obiee-11g

    44/44

    The +-% Request is seen as4

    2s we had set the log level to F, we can full details li/e

    "# +-% Request

    +u$?ect 2rea Details

    '# %ogical Ta$le +ources %ist

    (# Caching Information*# E.ecution Plan# Physical -uery

    F# Row count Details#

    2s we proceed in the course we will learn all these aspects#

    "8 Clic/ the logout $utton to log outof racle 2nswers#