Oracle Bi Applications Integration With Oracle Applications v18

The following is intended to outline our general product direction.
It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
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Oracle BI Applications Integration with Transactional Systems (Oracle EBS, PeopleSoft, Siebel CRM)
Agenda
Deployment Options EBS Flexfields Security Integration More Information
Deployment Options
Standalone Interactive Dashboards
BI in a Portal via JSR-168/WSRP
Presentation Services Go URL

GO URL Reference a dashboard URL from an external web server http://server_name_or_ip_address/Analytics/saw. dll?Go&Path=/Shared/Service/ExecutiveOvervie w&NQUser=user1&NQPassword=rock
Refer to: Oracle Business Intelligence Presentation Services Administration Guide Incorporating Oracle Business Intelligence Results into External Portals or Applications Using the Go URL
BI Integrated with EBS
BI Embedded within PeopleSoft Portal
PSFT/OBI Integration Reference

PSFT/OBI portal integration require Oracle SSO Customer Connections White Paper (published in July 2006 ) Building Oracle BI Enterprise Edition Dashboards for the Peoplesoft Enterprise Performance Management Warehouse
Embedded Directly in Siebel Applications

Within a dashboard view

Contextually within a transactional view

Analytics results within a transactional applet
Profitability is calculated from Total Revenue and Costs (from Financial system) Cost To Serve is calculated from costs gathered from CTI systems, Service Systems, etc.
Within homepage applets (Using symbolic URL)
Within a screen tab

Each Analytics dashboard is a separate view SSO Service Dashboard 1 View SSO Sales Dashboard 1 View
Action Links
Tight Integration with Oracle Applications

Action Links navigate from analytical to operational Action Links
Seamless navigation from analytical information to transactional detail while maintaining context Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise
Action Link configuration for Oracle EBS

Identify EBS Application page/function to link to Obtain function_id and parameters required by that page Identify EBS table that supports the parameters needed from above Create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view Action Link is dynamically generated by calling the FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL () function in the Oracle E-Business Suite OLTP Schema
Action Link Example: Drill to EBS Order Detail

Identify EBS Application page/function to link to Order Detail page Obtain function_id and parameters required by that page
Function ID - 'ISC_ORDINF_DETAILS_PMV' Parameters - (EBS_RESP_APPL_ID, EBS_RESP_ID, EBS_SEC_GROUP_ID)
Identify EBS table that supports the parameters needed from above
EBS table: OE_ORDER_HEADERS_ALL;
Create this physical table in the Oracle E-Business Suite OLTP schema as an opaque view

Opaque View Definition:
SELECT HEADER_ID, fnd_run_function.get_run_function_url( CAST(fnd_function.get_function_id('ISC_ORDINF_DETAILS_PMV') AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_APPL_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_RESP_ID) AS NUMBER), CAST( VALUEOF(NQ_SESSION.OLTP_EBS_SEC_GROUP_ID) AS NUMBER), 'HeaderId='||HEADER_ID||'&pFunctionName=ISC_ORDINF_DETAILS_PMV&pM ode=NO&pageFunctionName=ISC_ORDINF_DETAILS_PMV', NULL) as ORDER_HEADER_ACTION_LINK_URL FROM OE_ORDER_HEADERS_ALL

Join the opaque view with the warehouse table
Map Action Link URL in the opaque view to the presentation layer and change property to hyperlink.
For Details Please Refer to Metalink3 Note: Enabling Action Links in Oracle Business Intelligence Applications for Oracle E-Business Suite (Doc ID 555254.1)
Action links between Analytics reports and Siebel CRM

Direct navigation from record to transactional while maintaining context Java script in Siebel Analytics issues SWE command to navigate to given view and query for ROW_ID of record in given applet
Action Links Configuration for Siebel CRM
EBS Flexfields
Flexfield and Value Set Integration

Key Flexfields (KFF) Pre-packaged mappings to extract Key Flexfield data Mappings are flexible to handle configuration performed on these flexfields Out-of-the-box support to a number of KFFs (refer next slide) Descriptive Flexfields (DFF) Support by extension of the data warehouse by adding requisite columns Value Set Hierarchy Extract hierarchical relationships of Value Sets
List of EBS Key Flexfields Supported OutOf-The-Box

EBS App/Module Supported Key Flexfield Segments*
Inventory
Item Categories** (MCAT)
Finance
Accounting (GL#)
1 through 30
Position (POS)
Human Resources
Job (JOB)
3,6
Grade (GRD)
*These are the segments supported Out-of-box. The number of segments covered can be extended on-site. Procedure documented in OBIA Apps Install and Config Guide ** 20 segments are supported for item category sets (hierarchies)
Security Integration
Oracle BI Apps Security Integration

Tight security integration with Oracle Applications
Sales Service & Contact Center Marketing Procurement & Spend Supply Chain & Order Management Financials Human Resources
Oracle BI Applications
Tightly integrated security model User Security Object Security Data Security
Oracle BI Foundation
Supports iPlanet, Novell, MSFT AD, Oracle Identity Directory (OID), and others Right content shown to the right user
User Security
How do I get in?
Oracle BI EE Security Based Authentication
Defines and stores user information in the RPD
User Security
LDAP Authentication
Stores information from the LDAP server in session variables
External Table Authentication

Maintains list of users in an external database
Database Authentication
Authenticates users through database logins
Single Sign-On (SSO)

Provides an open interface to enable web integration with SSO products
Example: External Table Authentication with Siebel CRM Applications
User Security
2 execute Authentication Init Block Web Browser
Oracle BI
user
1 log in 3 authenticate username and password
Siebel CRM Application DB Table S_USER
Example: Single Sign-On with Siebel CRM Applications

2 integrate via symbolic URL infrastructure
User Security
3 establish connection using NQHOST parameter Web Browser
Siebel CRM
4 drill back to Siebel CRM via Action Links
Oracle BI
user
1 log in once
Example: Single Sign-On with Oracle E-Business Suite Applications

3 2 store ICX session cookie in browser navigate to
User Security
5 establish connection with Oracle EBS
Web Browser
Oracle EBS
6 drill back to Oracle EBS via Action Links
Oracle BI
user
1 log in once
4 validate session via the ICX cookie
Object Security
What parts of the application can you see? Business Logic Object Security
Presentation Layer Semantic Object Layer Physical Layer
Object Security
Controls access to Subject Areas, Tables and Columns
Web Object Security

Limits access to Dashboards, Reports and Web Folders
Query Blocking
Specified combinations of columns in queries can be blocked from running and the user is notified of the illegal query
Object Security for Siebel CRM, EBS and PeopleSoft

Associated with Web Catalog Group: Order Management Manager
Object Security
Dashboards:
Order Management Order Fulfillment
is assigned
Responsibility/Role : Order Management Manager
is associated with
User:
OM Manager
Subject Areas:
Associated with Security Group:
Order Management Manager
Sales - Order Lines Sales - Orders, Backlog and Invoices
Example: Role Identification with PeopleSoft
Object Security
PeopleSoft
fetches roles from PSROLEUSER via session init block

1
log in
Oracle BI
user
3
show objects based on matching object security group
Data Security for EBS

What data can you see? Multi-Org data access support with Oracle E-Business Suite applications:
Operating Unit Inventory Organization Business Group Company Org Ledger/ Set of Books Position
Data Security

Example: Responsibility and Inventory Org relationship in Oracle E-Business Suite
Data Security
assigned to user
Responsibility
associated with
Inventory Organization

Example: Inventory Org Based Security in Oracle BI
Data Security
Oracle E-Business Suite

2
retrieve Inventory Orgs based on FND_USER tables

1
log in
Oracle BI
user show data based on security group filters
3
Data Security for Siebel CRM

What data can you see?
Data Security
Data Security support with Siebel CRM Applications:

Position Owner Organization

Example: Position Based Data Security
Data Security
Reports to (any level)

User:
Sales Manager
Primary Position
Owned by can view
Data Object:
Account Opportunity

Example: Position Based Security
ETL
Oracle Business Analytics Warehouse
Data Security
Siebel CRM
retrieve position hierarchy from the warehouse

1
log in
Oracle BI
3
BI Apps 7.9.x - Position Hierarchy

Change to position hierarchy with BI Apps 7.9.x W_POSITION_DH table enhancements
Data Security
A flattened hierarchy resulting in lesser number of table rows Stores more attributes at each level Populated through ETL to provide better query performance
W_POSITION_DH used for position based security
Employee Hierarchy Data Security

Flattened Hierarchy- Example
A15 JSMITH (VP of Sales)
CURRENT T O P L V L2 L V L1 BA SE T O P AS WAS L V L2 L V L1 BA SE CUR_ FLG
Data Security
ROW_ WID
B8
West RM
C3 East RM
N-E DM
M17
West Rep1
D6
E9
East Rep1
N21
N-E Rep1
Q1/2006
Position Based Data Security

W_POSITION_D
Columns
EMP_FST_NAME EMP_LAST_NAME EMP_LOGIN POSITION_NAME DIVN_NAME PAR_INTEGRATION_ID CURRENT_FLG EFFECTIVE_FROM_DT EFFECTIVE_TO_DT
Data Security
Position Based Data Security

W_POSITION_DH
10 Levels of Hierarchy (easily extended to more) Following set of attributes at every level:
EMPLOYEE_ID EMP_FULL_NAME EMP_LOGIN POSITION_ID POSITION_NAME DIVN_NAME
Data Security
SCD Type 2 for Position, Employee and Division Additional set of columns for As-Is / As-Was analysis
BI Apps 7.9.x - Position Based Security
Data Security
Uses W_POSITION_DH and metadata elements in repository (session variable, security group, etc) to implement security Restricts data visibility to primary owner of a record in this case, a Position and those above the owner in the hierarchy (see figure) Leverages OBIEE 10g capabilities (IndexCol function) Advantages over 7.8.x security model:
POSITION_DH is a much smaller, flatter table than W_PARTY_LOGIN, thus queries run faster Richer functionality more attributes Current and historical hierarchies stores AS IS/AS WAS analysis possible Future 7.9.x release will implement team based security using same model upgrades easier
Further reference:
Oracle BI Apps 7.9.x Install & Config Guide http://download.oracle.com/docs/cd/E10783_01/doc/bi.79/e10742.pdf
Data Security
1. User logs in 2. User is authenticated based on log in credentials supplied 3. Session Variable called HIER_LEVEL is populated with the users hierarchy level obtained from W_POSITION_DH. Out of Box, HIER_LEVEL can be between 0 and 9 (10 levels). E.g., CEO has HIER_LEVEL = 9 (highest) 4. User is assigned to BI Apps security group that has same name as users Siebel OLTP responsibility 5. User also assigned to BI Apps specific security group called Primary Employee/Position Hierarchy-based Security that intelligently applies filters based on users hierarchy level (HIER_LEVEL) to queries on the logical tables to fetch data
Data Security
Uses W_POSITION_DH and metadata elements in repository (session variable, security group, etc) to implement security Restricts data visibility to primary owner of a record in this case, a Position and those above the owner in the hierarchy (see figure) Leverages OBIEE 10g capabilities (IndexCol function) Advantages over 7.8.x security model:
POSITION_DH is a much smaller, flatter table than W_PARTY_LOGIN, thus queries run faster Richer functionality more attributes Current and historical hierarchies stores AS IS/AS WAS analysis possible Future 7.9.x release will implement team based security using same model upgrades easier
Further reference:
Oracle BI Apps 7.9.x Install & Config Guide http://download.oracle.com/docs/cd/E10783_01/doc/bi.79/e10742.pdf

Example: Owner Based Security
Data Security
is assigned
Login:
AFRANKS
User:
ERM Analytics Helpdesk Agent
(is stamped on Data Object) can view
Data Object:
Service Request Response Activity

Example: Owner Based Security
Data Security
Siebel CRM
fetches Owner ID via session init block

1
log in
Oracle BI
3

Example: Organization Based Security
Data Security
is assigned
Organization:
North America WEST
User:
Partner Executive Analytics User
(is stamped on Data Object) can view
Data Object:
Customer Opportunity Contact

Example: Organization Based Security
Data Security
Siebel CRM
fetches Organization(s) via session init block

1
log in
Oracle BI
3
Data Security for PeopleSoft

What data can you see? Data Security support with PeopleSoft Applications:
Set ID Company Org Operating Unit HR Business Unit Payables Business Unit Receivables Business Unit Position Ledger/ Set of Books
Data Security

Example: Operating Unit Based Security
Data Security
PeopleSoft
fetches Operating Unit Organization (s) via session init block

1
log in
Oracle BI
3

Example: Company Based Security
Data Security
PeopleSoft
fetches Company (s) via session init block

1
log in
Oracle BI
3

Example: Payables Based Security
Data Security
PeopleSoft
fetches Payables Business Unit (s) via session init block

1
log in
Oracle BI
3

Example: Receivables Based Security
Data Security
PeopleSoft
fetches Receivables Business Unit (s) via session init block

1
log in
Oracle BI
3

Example: Set ID Based Security
Data Security
PeopleSoft
fetches Set ID (s) via session init block

1
log in
Oracle BI
3

Example: HR Business Unit Based Security
Data Security
Managed by
HR Organization
User:
HR Analyst
can view
Owned by
Data Object:
HR Data
Organization Based Data Security

Regular Employee Data Visibility
We extract employee-manager relationships from
PS_JOB
Data Security
A regular employee can only see his data and his subordinates data

HR Analyst Data Visibility An HR analyst can see all HR data for an Organization he or she is managing
Data Security

HR Analyst Data Visibility Within his own Organization, an HR analyst can only see his subordinates HR data
Data Security
HR Manager Security Group

HR Org_based Security Group
3
Data Security
Primary Employee/Position Hierarchy Security
More Information
More Information
Topic: Portal integration via JSR-168/WSRP Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html)
Presentation Services Administration Guide - Chapter 11: Integrating Oracle BI Presentation Services into Corporate Environments Using HTTP
More Information
Topics: Oracle BI EE Security Based Authentication, LDAP Authentication, External Table Authentication, Database Authentication Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html)
Deployment Guide, Chapter 7: Oracle Business Intelligence Authentication Mechanisms Server Administration Guide - Chapter 15: Security in Oracle BI
More Information
Topic: Single Sign-On (SSO) Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html)
Deployment Guide Chapter 8: Implementing Single Sign-On Products With Oracle Business Intelligence Chapter 10: Integrating Oracle Internet Directory With Oracle Business Intelligence Chapter 11: Enabling Oracle Single Sign-On for Oracle Business Intelligence
More Information
Topics: Business Logic Object Security, Web Object Security, Query Blocking Guide: Oracle Business Intelligence Enterprise Edition Online Documentation Library 10.1.3.3.3 (http://www.oracle.com/technology/documentation/bi_ee.html)
Server Administration Guide - Chapter 15: Security in Oracle BI Presentation Services Administration Guide - Chapter 3: Administering Oracle BI Answers - Blocking Requests in Answers
More Information
Topic: Flexfield Integration Guide: Oracle Business Intelligence Applications Online Documentation Library 7.9.5 (http://www.oracle.com/technology/documentation/bi_apps.html)
Installation and Configuration Guide Chapter 5: Customizing the Oracle Business Analytics Warehouse Chapter 7.1.1.6: Configuring General Ledger Account Hierarchies Using General Ledger Accounting Flexfield value sets definitions Chapter 11.2.2.19: About Configuring Key Flexfields
More Information
Topic: Value Set Hierarchy Integration Guide: Oracle Business Intelligence Applications Online Documentation Library 7.9.5 (http://www.oracle.com/technology/documentation/bi_apps.html)
Installation and Configuration Guide Chapter 9: Configuring Oracle Financial Analytics
More Information
Topic: Implementing Security for BI Apps Guide: Oracle Business Intelligence Applications Online Documentation Library 7.9.5 (http://www.oracle.com/technology/documentation/bi_apps.html)
Installation and Configuration Guide Chapter 6: Integrated Security for Oracle Business Intelligence Applications
More Information
Topic: Action Link Demo Enabling Action Links in Oracle Business Intelligence Applications for Oracle E-Business Suite (Doc ID 555254.1)
https://metalink3.oracle.com/od/faces/secure/km/DocumentDisplay.jspx?id=555254.1
Look under Sales Demos in BI Applications Portal:

http://ias.us.oracle.com/portal/page?_pageid=33,1667991&_dad=portal&_schema=PORTAL

Oracle Bi Applications Integration With Oracle Applications v18

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Oracle Bi Applications Integration With Oracle Applications v18

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The following is intended to outline our general product direction.

<Insert Picture Here>

<Insert Picture Here>

Standalone Interactive Dashboards

BI in a Portal via JSR-168/WSRP

Presentation Services Go URL

BI Integrated with EBS

BI Embedded within PeopleSoft Portal

PSFT/OBI Integration Reference

Embedded Directly in Siebel Applications

Embedded Directly in Siebel Applications

Embedded Directly in Siebel Applications

Embedded Directly in Siebel Applications

Within homepage applets (Using symbolic URL)

Embedded Directly in Siebel Applications

Within a screen tab

Tight Integration with Oracle Applications

Action Link configuration for Oracle EBS

Action Link Example: Drill to EBS Order Detail

Action Link Example: Drill to EBS Order Detail

Action Link Example: Drill to EBS Order Detail

Action links between Analytics reports and Siebel CRM

Action Links Configuration for Siebel CRM

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Flexfield and Value Set Integration

List of EBS Key Flexfields Supported OutOf-The-Box

Item Categories** (MCAT)

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Oracle BI Apps Security Integration

External Table Authentication

Single Sign-On (SSO)

Example: External Table Authentication with Siebel CRM Applications

2 execute Authentication Init Block Web Browser

1 log in 3 authenticate username and password

Siebel CRM Application DB Table S_USER

Example: Single Sign-On with Siebel CRM Applications

3 establish connection using NQHOST parameter Web Browser

Example: Single Sign-On with Oracle E-Business Suite Applications

5 establish connection with Oracle EBS

4 validate session via the ICX cookie

Controls access to Subject Areas, Tables and Columns

Web Object Security

Object Security for Siebel CRM, EBS and PeopleSoft

Responsibility/Role : Order Management Manager

Sales - Order Lines Sales - Orders, Backlog and Invoices

Example: Role Identification with PeopleSoft

fetches roles from PSROLEUSER via session init block

show objects based on matching object security group

Data Security for EBS

Data Security for EBS

Data Security for EBS

Oracle E-Business Suite

retrieve Inventory Orgs based on FND_USER tables

Data Security for Siebel CRM

Data Security support with Siebel CRM Applications:

Data Security for Siebel CRM

Reports to (any level)

Owned by can view

Data Security for Siebel CRM

retrieve position hierarchy from the warehouse

BI Apps 7.9.x - Position Hierarchy

W_POSITION_DH used for position based security

Employee Hierarchy Data Security