Oracle Business Activity Monitoring: Build Real-Time Dashboards

Volume I Student Guide

D46793GC10 Edition 1.0 December 2006 D48592

Authors
Ramaa Mani Deirdre Matishak

Copyright 2006, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Technical Contributors and Reviewers

Sanjay Baldwa Virginia Beecher Maria Billings Tal Broda Deepan Divakar Laura Garza Wayne George Vishal Gupta Subramanian Hariharan Shreyas Kumar David Lai Michelle Lapid Kevin Mackey Sumalatha Majeti Akshatha Niranjan Ranga Polisetti Srinivas Putrevu Gayathri Rajagopal Pallavi Rajan Satyajit Ranganathan Stephen Sherman Sanjeev Sondur Petter Uvesten Anand Vaidyanathan

Editors
Atanu Raychaudhuri Richard Wallis

Graphic Designer
Sanjeev Sharma

Publisher
Jobi Varghese

Contents

Preface I Introduction Objectives I-2 Roles Involved in Oracle Business Activity Monitoring (BAM) I-3 Course Target Audience I-4 Course Objectives I-5 Suggested Class Schedule I-8 Summary I-11 Overview of Oracle Business Activity Monitoring (BAM) Objectives 1-2 Reviewing Service-Oriented Architecture 1-3 Describing Services and Composite Applications 1-4 Reviewing Web Services 1-5 Describing Web Services Architecture and Standards 1-6 Introducing the Oracle SOA Suite 1-8 What Is BAM? 1-9 Extracting Business Intelligence 1-12 Who Needs BAM? 1-13 Use-Case Examples 1-14 How Does Oracle BAM Meet the Business Challenge? 1-15 Capture Real-Time Data 1-16 Analyze Processes, Trends, and Context 1-17 Immediately Deliver Information to Business Users 1-18 The Result 1-19 Oracle BAM Advantage 1-20 Describing the Course Practice Scenario 1-21 Describing the Course Environment 1-22 Practice Scenario: Overview 1-23 Order Booking Data 1-24 Summary 1-25 Practice 1 Overview: Overview of Oracle Business Activity Monitoring 1-26

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Oracle BAM Architecture Objectives 2-2 Introducing Oracle BAM Architecture 2-3 Key Components and Message Flow 2-5 Enterprise Link 2-7 Active Data Cache (ADC) 2-8 Report Cache 2-9 Report Server 2-10 Event Engine 2-11 Architecture Summary 2-12 Starting Oracle BAM Services 2-13 Oracle BAM: Toolsets (Console) 2-14 Architect 2-16 Active Studio 2-17 Active Viewer 2-18 Administrator 2-19 Architecture Scalability 2-20 ICommand 2-21 ICommand: Example 2-23 Summary 2-24 Practice 2 Overview: Oracle BAM Architecture 2-25 Oracle BAM Administration Objectives 3-2 Administrator Functions 3-3 Creating User Accounts 3-5 Creating Roles 3-6 Managing Message Center Configuration 3-8 Enterprise Message Source Type 3-9 Managing Plan Monitors 3-11 Viewing the Plan Monitor Service Status 3-12 Changing Plan Settings 3-13 Stopping a Running Plan 3-14 Summary 3-15 Practice 3 Overview: Administering Oracle BAM 3-16 Defining Message and Data Sources Objectives 4-2 What Are Enterprise Message Sources? 4-3 Maintaining Enterprise Message Sources 4-4 Defining Enterprise Message Sources 4-5 Enterprise Message Source Types 4-7

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Defining an Oracle (AS JMS and OJMS) Message Source 4-8 Configuring Oracle Advanced Queuing (AQ) as a Message Source 4-10 Integrating Oracle E-Business Suite and Oracle BAM 4-11 Using Web Services with Oracle BAM 4-13 BPEL BAM Sensor 4-14 External Data Sources 4-15 Configuring an Oracle Database as an External Data Source 4-16 Summary 4-17 Practice 4 Overview: Defining Message and Data Sources 4-18 5 Defining Data Objects Objectives 5-2 Oracle BAM Architect 5-3 What Are Data Objects? 5-4 Working with Folders 5-5 Creating Data Objects 5-6 Adding Fields to Data Objects 5-7 Data Objects Properties and Actions 5-8 Data Object: Layout 5-9 Data Object: Content 5-10 Data Object: Dimensions 5-11 Example of a Dimension 5-12 Creating Dimensions 5-13 Time Dimensions 5-14 Data Object: Indexes 5-15 Data Object: Permissions 5-16 Data Object: Security Filters 5-18 Creating a Security Data Filter 5-19 Security Data Filter in Action 5-21 Calculated Columns 5-22 Lookup Fields 5-24 External Data Objects 5-26 Best Practice: Star Schema 5-27 Summary 5-28 Practice 5 Overview: Creating ADC Data Objects 5-29 Building Plans and Transforms Objectives 6-2 Plans 6-3 Components Involved 6-4 Tool for Creating Plans: Enterprise Link 6-5 Process of Creating Plans 6-6

Plans in Action 6-7 Enterprise Link Design Studio 6-8 Creating a Plan: Step One 6-10 Data Source Properties 6-11 SQL Query Data Source 6-12 Defining BaseViews 6-13 Defining MetaViews 6-15 Creating a Plan: Step Two 6-17 Introduction to Transforms 6-19 Adding Transforms 6-20 Adding Parts 6-21 Enterprise Event Monitoring 6-22 Transforms Example: Conditional Splitter 6-23 Running the Plan 6-24 Design Studio: Things to Remember 6-25 Summary 6-26 Practice 6 Overview: Creating Plans in Enterprise Link 6-27 7 Simple Reporting Objectives 7-2 Oracle BAM Dashboard Reports 7-3 Oracle BAM Dashboard Components 7-4 Using Active Viewer 7-5 Viewing Reports 7-6 Using Active Studio 7-7 Active Studio Interface 7-8 Personalizing Active Studio 7-9 Working with Reports 7-10 Suggested Browser Settings 7-11 Report Creation Process 7-12 Step 1: Choosing the Style of Report 7-13 Step 2: Choosing the View Type 7-14 Step 3: Adjusting the View Properties 7-15 Saving Reports 7-16 Editing Reports 7-17 Editing the View: Data 7-18 Editing the View: Properties 7-19 Distributing Reports 7-20 Maintaining Reports 7-21 Summary 7-22 Practice 7 Overview: Simple Reporting 7-23

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Using Views Objectives 8-2 Review of Views 8-3 View Properties 8-4 Common View Properties 8-5 Adding Calculated Fields to the View 8-6 Oracle BAM View Types 8-7 Using List Views 8-8 Streaming List and Updating List Views 8-9 Updating Ordered List and Collapsed List Views 8-10 Action List 8-11 Using Chart Views 8-12 Bar Chart Views 8-14 Line Chart Views 8-15 Area Chart Views 8-16 Combo Chart Views 8-17 Pie Chart Views 8-18 Stacked Bar Chart Views 8-19 Funnel Chart View 8-20 Statistical Process Control Chart Views 8-21 Using Key Performance Indicator Views 8-23 Gauge Views 8-24 Arrow Views 8-26 Using Crosstab Views 8-27 Crosstab and Summary Crosstab Views 8-29 Matrix View 8-30 Using the Utility Views 8-31 Surface Prompts and Container Views 8-32 Row Group and Column Group Views 8-33 Tab Group and Dashboard Views 8-34 Using the Excel View 8-36 Using the Columnar View 8-37 Using the Action Form View 8-39 Using the External Content View 8-41 Summary 8-42 Practice 8 Overview: Using Views 8-43 Using Filters, Parameters, and Prompts Objectives 9-2 Lesson Glossary 9-3 How They Work Together 9-4
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Applying Filters 9-5 The Result 9-6 Comparison Types 9-7 Compare To Options 9-8 Complex Filters 9-9 Working with Time Filters 9-10 Using Active Now 9-11 Time Slice Reporting: Expanding Current Window 9-12 Time Slice Reporting: Moving Fixed Window 9-13 Time Slice Reporting: Blocks of Fixed Window 9-14 Displaying Top N Data 9-15 Creating Parameters 9-16 Creating Prompts 9-17 Using Prompts 9-19 Maintaining Prompts and Parameters 9-20 Cascading Prompts 9-21 Using Parameters in Report URLs 9-22 Surface Prompts 9-23 Summary 9-24 Practice 9 Overview: Using Filters, Parameters, and Prompts 9-25 10 Drilling and Driving Objectives 10-2 Drilling 10-3 Types of Drilling 10-4 Drilling Down 10-5 Drilling Up 10-6 Drilling Through 10-7 Drilling Across 10-8 Configuring Drill Across Targets 10-9 Drilling Across to a URL 10-10 More Drilling Across Options 10-11 Driving 10-12 Configuring Driving 10-13 Example of Driving 10-14 Configuring the Driving Example 10-15 Driving in Action 10-16 Multiselecting and Driving 10-17 Summary 10-18 Practice 10 Overview: Drilling and Driving 10-19

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11 Creating Actionable Reports Objectives 11-2 Actionable Reports 11-3 Creating Action Buttons 11-4 Action Buttons: Name and Description 11-5 Action Buttons: Define Actions 11-6 Action Buttons: Button Formatting 11-7 Action Types 11-8 Configuring the Insert Action Type 11-9 Configuring the Constant Value Update Action Type 11-10 Configuring the Edit Column Update Action Type 11-11 Configuring the Delete Action Type 11-12 Configuring the Open a URL Action Type 11-13 Configuring the View a Report Action Type 11-15 Configuring the Reset a Form Action Type 11-17 Configuring the Refresh a view Action Type 11-18 Configuring the Show a confirmation message Action Type 11-19 Summary 11-20 Practice 11 Overview: Creating Actionable Reports 11-21 12 Creating Alerts Objectives 12-2 Introduction to Alerts 12-3 Setup Requirements for Alerts 12-4 Creating Alerts 12-5 Selecting an Event 12-6 Specifying Conditions 12-8 Specifying Actions 12-9 Configuring E-Mail Message Alerts 12-11 Defining Alerts with Parameters 12-12 Creating Complex Alerts 12-13 Maintaining Alerts 12-14 Viewing Alert History in Architect 12-15 Using Alerts to Monitor KPIs and SLAs 12-16 Using Alerts to Schedule Reports 12-17 Using Alerts to Call External Web Services 12-18 Summary 12-19 Practice 12 Overview: Creating Alerts 12-20

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13 Designing Effective Dashboards Objectives 13-2 Report Beautification 13-3 Know Your Audience 13-4 Designing the Layout 13-6 Choosing the Best View Type 13-7 Adjusting a Views Physical Properties 13-9 General Properties 13-10 Adjusting Axis Settings 13-11 Controlling Data Labels 13-12 Adjusting Background and Shading Settings 13-13 Adjusting Column Headings and Alignment 13-15 Defining Value Formats 13-16 Using Themes 13-17 Adjusting Font Settings 13-18 Highlighting Active Data 13-19 Adjusting Patterns 13-20 Including a Target Line 13-21 Adjusting 3D View Settings 13-22 Summary 13-23 Practice 13 Overview: Designing Effective Dashboards 13-24 14 Dashboard Workshop Objectives 14-2 Workshop I: Vendor Dashboard 14-3 Prerequisites 14-4 Importing the Dashboard 14-5 Hints Ahead 14-6 Workshop II: Financial Dashboard 14-19 Importing the Dashboard 14-20 Summary 14-33 Appendix A: Practices Appendix B: Practice Solutions Appendix C: Using ICommand Appendix D: Oracle BAM Installation Steps for the Classroom Appendix E: Continuing Your Education and Further Reading Appendix F: Lessons and Solution Scripts Index
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