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Embracing Oracle BI

Applications 11.1.x on ODI


It's Finally Here!
Patrick Callahan
AST Corporation

Agenda

Leveraging Pre-Built BI Applications


Whats New in BI Apps 11.x?
Initial Install and Configuration
Demonstration
Tips on Implementing
Closing Remarks

A Quick Poll

How many of you are OBIEE users?

How many of you have BI Applications?

How many of you have BI Applications 7.9.x?

How many of you have started with BI


Applications 11.x?

Specialized. Recognized. Preferred.


The right partner makes all the difference.
Our Services

Oracle Partnership

Oracle Specialized

Business Intelligence

Oracle Platinum Partner

EBS Financial Management

EPM-Hyperion

Pillar Partner

EBS Supply Chain Management

Fusion Middleware

Business Intelligence

EBS Human Capital Management

Managed Services

Hyperion

BI Applications

E-Business Suite

SOA

BI Foundation

Oracle University

Hyperion Planning

Project Advisory Services

Oracle University Approved


Education Center

Service-Oriented Architecture

Oracle University Reseller

Database

Oracle Accelerator Implementer

Public Sector

Certified OnDemand Implementer

Small Business Strategy Council

Oracle Excellence Award Winner


2013, 2011, 2009

2011 Inc. Top Small


Company Workplaces

2012-2013 Inc. 5000


Fastest Growing Companies

2012 Best & Brightest


Companies to Work For

LEVERAGING PRE-BUILT
BUSINESS INTELLIGENCE

Oracle BI Foundation Suite

Prebuilt, Best Practice Analytics

Prebuilt: Integration > Business Model >


Dashboards and Reports
1 Integrates Data for Analysis and Reporting
Pre-built integration of data from Oracle EBS, PeopleSoft, Siebel, JD Edwards,
into an integrated data warehouse optimized for analysis

2 Provides User-Friendly Analytic Model of Enterprise Data and Metrics


Embedded best practice calculations, metrics, and KPIs
Easy for business people to access, analyze, and use the information

3 Delivers Personalized Performance Dashboards for Everyone


Thousands of pre-built dashboards, reports, and alerts by business function and
role

Analytics Workflows > Actionable Insight


Business
Objectives /
Issues

Ensure Workforce
Readiness
Is Turnover within
manageable limits?

Is Voluntary
Turnover increasing?

Gain
Insights

Where are the


Retention Hotspots?

Why are Employees


Leaving?

Take
Action

Proactively Manage
Top Performers with
Retention Risk

Speeds Time to Value & Lowers TCO


Build from Scratch
with Traditional BI Tools

Oracle BI Applications

Training/Roll-out
Define Metrics
& Dashboards
DW Design

Back-end
ETL and
Mapping

Faster deployment
Lower TCO
Assured business value
Training/Rollout
Define Metrics
& Dashboards
DW Design
Back-end
ETL and
Mapping

Quarters or Years

Weeks or Months

Source: Patricia Seybold Research, Gartner, Merrill Lynch, Oracle Analysis

Easy to use, easy to adapt


Role-based dashboards and thousands of
pre-defined metrics
Prebuilt DW design, adapts to your EDW
Prebuilt business adapters for Oracle,
PeopleSoft, Siebel, SAP, others

WHATS NEW IN RECENT BI


APPS 11.X RELEASES

Whats New in BI Applications 11.1.1.7.1

Most significant BI Applications release in years


Significant expansion of content and new products
Completely re-architected solution leveraging the power
of ODI
Released on the latest version of OBIEE 11.1.1.7
Number of new out-of-the-box tools to increase
productivity and drive down TCO
Golden Gate option available for customers that have
significant ETL time pressures

OBIEE 11.1.1.7 Visualization


Enhancements

Whats New in BI Applications 11.1.1.7.1


Indirect Spend Planning

Student Information Analytics

New Content Enhancements

New Applications

Oracle
GoldenGate

New OBIEE 11.1.1.7

Financials: Fixed Assets, Budgetary Analysis


HR: Time & Labor, Payroll Analysis
Projects: Resource Management, GL reconciliation
CRM: Service Contracts, Price Analytics for EBS
Procurement & Spend :Sourcing
Supply Chan: Costing, Inventory Aging & Cycle Counts

Oracle Data
Integrator

New Data Integration

GUI Based Configuration


Functional Setup Tool

New TCO Tools

Whats New in BI Applications 11.1.1.8.1


Procurement and Spend for JDE
Fusion Applications

New Source Adapters

Financials
HR
Projects
Supply Chain & Order Mgmt
Student Information
Systems

New Content Enhancements

Data Lineage
Performance and Configuration
Enhancements

New Talent Profile Analytics


(HR Analytics Module)

New TCO and Certifications

HR Analytics
Whats New in 11.1.1.7.1

Whats New in 11.1.1.8.1

Time and Labor Analysis

Payroll Analysis

Provide insight into timecard status,


timeliness of submission,
productive time and estimated cost
Analyze pay run transactions
including earnings, deductions,
taxes and special balances

Headcount Gain & Loss Subject


Area Track headcount movement
by supervisor hierarchy
Added Leave Accrual to Absence
subject area
ETL Adaptor to PeopleSoft Global
Payroll

Talent Profiles

Workforce Frozen Snapshots

Helps HR & Business Managers with


analysis of organizational skills gap and
potential risks to achieve goals
Includes Total Events in Period
Metrics and new RPD model

Enhanced Flex Field Support for


Workforce Dimensions
Absence Management Adapter
changes due to redesign in Fusion
Applications
New HCM Common Dimension - High
Potential Band (Workforce Only)
Cost Center Dimension added to
Recruitment and Learning Module

Financial Analytics
Whats New in 11.1.1.7.1

Whats New in 11.1.1.8.1

Fixed Assets Analysis

Budgetary Control Analysis

Complete lifecycle of assets


from acquisitions,
capitalization to retirements

SubLedger Accounting Module

Providing insight into expense


& revenue budgets including
analysis of budgeted amounts,
encumbrances, expenditures,
funds available, overspending,
and recognized revenues.

Summary level analysis with


drill-down to transactional
details.

Complete account balance


analysis, including supporting
reference balances and drill down
to accounting transactions

Aging Snapshot restoration for


Receivables/Payables during full
load
AP to PO Drill Down now enabled
Fixed Asset Enhancements:

GL Posting Status support


GL Linkage to enable GL to
subledger drilldown

Procurement and Spend Analytics


Whats New in 11.1.1.7.1

New comprehensive Sourcing


Business Process that includes
negotiations, awards, savings
and performance
New Dashboard

Whats New in 11.1.1.8.1

New JDE Adapter for Procurement and


Spend Analytics
Support for the following business
transactions:

Payables Invoices

Purchasing

Requisitioning

Sourcing

Employee Expenses

Purchase Agreements

PO Change Order

Project Analytics
Whats New in 11.1.1.7.1

Resource Management analysis


Providing visibility into project requirements,
trending, utilization, competencies and
alignment

Reconciliation of project subledger and General Ledger


Assist project accountants in reconciling
differences between the two ledgers for cost
and revenue transactions.

Perspective based dashboards


Optimized Project Analytics user
interface that orients the content around
specific user perspectives (optional
layout)

Whats New in 11.1.1.8.1

Earned Value Management


Visibility for Project Stakeholders into
Planned Value, Earned Value, Actual Cost
Identify project performance at organization
level or drill into performance and trends of a
single project
Analyze variances and indices, derived from
Cost and Schedule Variance, CPI, TCPI,
SPI and TSPI

Supply Chain and Order Management


Analytics
Whats New in 11.1.1.7.1

Enhanced Inventory Analysis


Providing deep insight into
Inventory Cycle Count, Inventory
Aging, Inventory
Expiration/Obsolescence tracking
and Inventory balances and
transaction details at lot level
Item Cost History Analysis
Insight into historical cost of Supply
Chain related items

Whats New in 11.1.1.8.1

Costing and Inventory Turn


Introduces support for JDE
adapter with existing data model
definition

Inventory Snapshot Save


and Restore
Provides mappings to back up
accumulated snapshot data prior
to the Full load, and restore the
data afterwards while properly
resolving all foreign keys

Additional New Content Areas

Student Information Analytics (11.1.1.7.1+)


New analytics module offering with integrated view of
admissions and recruiting, student records and student
financials
Financial Aid module (11.1.1.8.1)

CRM Analytics (11.1.1.7.1+)


Expanded support in Price, Sales and Service

EAM and Manufacturing Analytics


With BI Apps 11.1.1.8.1, there is functional parity with BI Apps
7.9.6.4 for EAM and Manufacturing Analytics (gaps existed in
11.1.1.7.1)

Data Lineage Analysis


Improves

Information
transparency
across enterprise
Allows customers
and implementers
to track lineage
from source to
target

Performance: Parallel Index Builds


Table maintenance process
re-designed for parallel
execution
Multiple parallel load plan
sessions applied on same
table so that each session
can rebuild a different set of
indexes (speeds up time
taken to rebuild table
indexes).
Load Plan Generator
enhanced to generate child
table maintenance processes
for every fact / dimension.

Performance: Fact Partitioning

Fact Partitioning IKMs and Partition Aware indexing


Only bitmap indexes that need to be disabled are disabled and rebuilt
Saves unnecessary index rebuild and significantly reduces time for
incremental refresh.

Bitmap indexes
11.1.1.7.1 the E-LT disables bitmap indexes prior to incremental load
to avoid row locking. Once load is complete, it rebuilds those disabled
indexes.
11.1.1.8.1 behavior - With partitioning on fact table, bitmap indexes
are built as local rather than global. During incremental fact load the
IKM only disables the local indexes on the partitions that will have
incoming changes.
If a customer has 5 years of data, partitioning by month, and an
incremental run is changing the data in only 2 month partitions, the
amount of indexes that will be disabled is 3.3%

Data Integration Options

Oracle Data Integrator provides

In-database E-LT Transformation vs. E-T-L


Best in class performance, scalability, availability
Lightweight deployment for lower TCO
Faster time-to-value through declarative design

Oracle Golden Gate option for BI Apps


Reduce load on source system by streaming data continuously
into persistent store in the DW
More reliable change data capture and delete support
Enables near real time DW refresh

BI Apps DW ETL Architecture + SDS

Optimized ETL
for local SDS

Generated based on a customers BI


Apps deployment

Persistent store
Optimized for
Incremental ETL
Captures deletes

Tools to Accelerate Deployments

Configuration Manager
Administrative UI to manage
system configuration for your
BI Applications

Functional Setup Manager


Administrative UI to track &
manage implementation
projects and required
functional setup steps

Oracle BI Applications Process Flow

INITIAL INSTALL AND


CONFIGURATION

Software

Oracle Business Intelligence 11.1.1.7.+


Oracle Business Intelligence Applications (11.1.1.8.1)
Oracle Data Integrator
Oracle Fusion Middleware RCU 11g (11.1.1.7.0)
Oracle Business Intelligence Applications RCU
(11.1.1.8.1)
Oracle Fusion Middleware Platform Patches for Oracle
Business Intelligence Applications
Oracle WebLogic Server 11gR1 (10.3.6) Ugrade
Installer (p13529623_1036_Generic.zip)

Pre-installation Tasks
1.
2.

Install Oracle DB 11.2.0.3


Install Oracle JDK 1.6.0_35+ or 1.7.0_07+

Installation Tasks
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.

Oracle Fusion Middleware Repository Creation Utility 11.1.1.7.0


Oracle Business Intelligence Enterprise Edition 11.1.1.7.+
Oracle Data Integrator (ODI) 11.1.1.7.0
Oracle Business Intelligence Applications RCU 11.1.1.8.1
Oracle Business Intelligence Applications 11.1.1.781
Platform Patches
Configure Oracle BI Applications
Upgrade to WebLogic 10.3.6
Generate Security Files for ODI Studio
Oracle BI Applications Load Plan Generator Plug-In
Post-Installation Patches
Copy Source Files

Post-Installation System Set Up Tasks


1.
2.

3.
4.

Business Analytics Warehouse Connection in ODI


Register Source Systems and Propagate Connection Details to
ODI
Enable Offerings for Deployment
Edit Preferred Currency Display Names and Enabling Document
Currency

Types of Functional Configurations

Functional Configurations - Calendar,


Currencies, UOM, Group Account Number,
Hierarchies, Code Standardizations/LookUps
Functional Configuration Types
Data Load Parameters

GRAIN, GLOBAL_CURRENCY_CODE, MASTER_ORG

Domain Mappings (LookUps)

Code Standardization
Example: Code values for GENDER column in Source map
to BI Apps defined codes for W_GENDER column in
Warehouse

BI Applications Configuration Manager

A centralized (Thin client/web application)


Console to
Simplify Configuration Process
Minimize manual Setups and Configurations
Generate list of necessary configurations based on
BI Application being configured and user selections
Provide check lists and validations of all necessary
tasks
Reduce dependency on Documentation

Configuration Manager

Functional Setup Manager

Where Setups Are Performed

What Are Load Plans?

A Load Plan is an executable object in ODI that


can contain a hierarchy of steps that can be
executed conditionally, in parallel, or in series
A Load Plan uses scenarios in its steps

Load Plans organize the execution of


scenarios.
Packages, interfaces, variables, and procedures can
be added to Load Plans for executions

Load Plans support exception handling


strategies, in the event a scenario ends in error

Benefits of Load Plans

Orchestrate the execution of the various Scenarios in separate


modules.
Handle the parallelism of scenarios in order to best use hardware
resources.
Designed to handle serial steps to avoid overload of the system
with too many scenarios at a given time.
Load Plans can be restarted only what is needed to be restarted in
case of failure and restarts from a point of failure
Load Plans can be generated, executed, and scheduled in BIACM
Load Plans executions can be monitored by using web based ODI
Console or ODI Operator

Data Load Execution

Setup Load Plan


1.
2.
3.
4.

Log into Configuration Manager


Click Manage Load Plans
Click Add
Enter the following:

Name = <provide a name for your load plan>


Load Plan Type = Source, Extract, & Load (SDE, SIL and PLP)
Source Instances = <select the data source>

5. Click Next
6. Select each functional area you want to run ETLs
7. Save

Data Load Execution

Generate & Execute Load Plan


1.
2.
3.
4.
5.
6.
7.

Log into Configuration Manager


Click Manage Load Plans
Highlight the Row of the Load Plan to run
Click Generate Icon
Click Refresh until Generation is successful
Click Execute Icon
Enter the following:

Context = Global
Logical Agent = OracleDIAgent
ODI Work Repository = BIAPPS_WORKREP

8. Click OK

DEMONSTRATION

TIPS ON IMPLEMENTING

Tips: Getting Started


1.

Overcome infrastructure hurdles as soon as


possible

2.

Get BI Apps installed and talking right away

Dont start configurations unless valid data is


available (Orgs, Acct Structure, Product, etc.)

Tips: Map and Gap / Assessment


1.
2.

3.

Gather reporting/analytics requirements


Perform and map and gap against the prebuilt BI Apps content
Assess needs for extensions and
customizations

Interrogate flex fields (DFFs/SITs/EITs)

BI Apps Customization Types

Category 1: Adding Columns to Existing BI


Apps Tables

Involves extracting additional columns from


source systems for which pre-packaged
adapters are included
BI Apps recognize 2 types of customizations:
Extensions and Modifications

Extensions are used to add new columns to existing tables


Modifications are changes to existing delivered logic (not
recommended)

Complexity: Easy

Category 2: Adding New Fact or Dimension


Tables

Involves creating new data warehouse tables


Involves relating these new tables to existing
star schemas or creating new ones (modeling)
May be sourcing data from packaged source
system (i.e., Oracle EBS) or non-packaged
source system
Complexity: Medium-to-Hard

Tips: Configuration and Design


1.

Complete core configurations and expand


one module at a time

2.

Initial Goal: a clean initial load


Then, expand to additional modules

Be consistent and pragmatic with designs


follow BI Apps Standards

Maintain Modeling Standards

Reference the Oracle Business


Analytics Warehouse Data Model
Reference

Tips: Be Prepared to Extend Effectively


1.
2.

3.

Follow the BI Apps standards


OBIEE and ETL (now ODIpreviously
Informatica) skills are needed
Ensure all extensions/customizations are
documented

Limiting Impact of Patches/Upgrades on


Customizations

Create custom folders to isolate the customizations


Set Release Tag to match that of the existing Adaptor folder
Copy the ETL task folder to be customized into a custom folder
Version the original task; version the copied ETL task.
Any patches are applied to the current version of the original task.
A new version for the patch is created.
Leverage ODI's version compare utility to identify the changes
introduced by the patch.
Only need to re-apply customizations to mappings that have been
changed by the patch

Tips: Report and Dashboard Development


1.

Let the pre-built reports and dashboards sink


in for users

2.

Rebuilding legacy reports can often be avoided

Help end users, especially super users, learn


how to build reports

CLOSING REMARKS

Lessons Learned

Organization Often Needs Education on BI


Reinforce their opportunity to become smarter

Not All Users Are the Same


Users across the organization have different requirements, though the
KPIs ought not to change much

Business Rules Will Differ Across Organization


Agreeing on the business rules and calculations will take time
Centralizing the rules is key

Data Quality is Key


Specialized routines for data cleansing may be required

Data Validation & Acceptance Is Crucial


Especially when manual or estimated numbers are being replaced with
real numbers

Recommendations

Utilize Best Practices and Industry Standards


There are many great sources and pre-built solutions help

Focus on Organizational Change Management


Consider initiatives to improve adoption

Provide Capabilities for Different Users

Ad-Hoc capabilities for super users


KPI dashboards for senior management and executives
Interactive dashboards and pro-active alerts for management (detailed
data must be made available)

Derive the Right-Sized Scope and Rollout Plan


Consider a multi-phase roadmap and piloted rollout

Where to Get More Information

Support
http://www.oracle.com/technetwork/middleware/ias/downloads/f
usion-certification-100350.html

Oracle Technology Network


http://www.oracle.com/technetwork/middleware/bienterpriseedition/downloads/bus-intelligence-applications1942275.html

E-Delivery
http://edelivery.oracle.com
Product Pack: Oracle Business Intelligence
Oracle Business Intelligence Applications Media Packs

THANK YOU!
Patrick Callahan
Senior Practice Director,
Business Intelligence & EPM
pcallahan@astcorporation.com
www.astcorporation.com

Also, many thanks to Oracles Partner Enablement and


Oracle Public Sector BI Sales teams with their assistance
and contributions of content to this presentation