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Oracle Business Intelligence Enterprise Edition 11g

Oracle Business Intelligence Enterprise Edition 11g

OLAP technology has been around for many years. It is a technology system in and of itself. Over the years, it has developed its own standards and earned itself a stay in almost every organization’s analytical decision support reporting toolbox. The preferred language for querying OLAP data is a technology called Multidimensional Expressions (MDX). Just as a relational database management system (RDBMS) uses SQL (Structured Query Language) to read and write its data, an OLAP structure uses MDX but solely in a read-only capacity.

Leverage the latest Fusion Middleware Business Intelligence offering with this action-packed implementation guide

Get to grips with the OBIEE 11g suite for analyzing and reporting on your business data
Immerse yourself in BI upgrading techniques, using Agents and the Action Framework and much more in this book and e-book
A practical, from the coalface tutorial, bursting with step by step instructions and real world case studies to help you implement the suite’s powerful analytic capabilities

In Detail

The Oracle Business Intelligence Enterprise Edition 11g (OBIEE) suite delivers a full range of analytic and reporting capabilities, coupled with powerful user experience for creating reports, dashboards and more with your business data. “Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial” will have you unleashing that power in no time, helping you to take action and make the right decisions ataglance.

“Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial” provides you with valuable insight and the step-by-step know-how you need to take advantage of everything the Oracle BI suite has to offer you, all utilizing real world case studies for a true implementation in action.

“Oracle Business Intelligence Enterprise Edition 11g: A Hands- on Tutorial” takes you on a journey right from inception to a full working OBI 11g System. Using a real-world data walkthrough you’ll explore topics like architecture, reporting and leveraging Essbase as a data source, as well as building the Oracle BI 11g metadata repository (RPD), and developing reports and dashboards in the new Fusion Middleware interface. This practical implementation guide equips you with from the coalface advice which will help you achieve a successful working application by journey’s end.

What will you learn from this book

Run though a full sample upgrade from a 10g repository using the upgrade assistants
Discover valuable best practices for designing a reporting database
Go further with your dashboard knowledge by implementing changes to standard colors, graphics and messages
Demonstrate how Agent options affect report delivery
Quickly get up and running with BI Publisher and learn to publish reports with bursting and scheduling
Speed up your OBIEE system with performance best practices such as Scale out and Caching
Go beyond out of the box solutions and develop great management tools
Make your knowledge stick by ending each chapter with a self review and further learning resources

Approach

“Oracle Business Intelligence Enterprise Edition 11g: A Hands- On Tutorial” is a practical, from the coalface tutorial for beginner to intermediate readers. You’ll benefit from plenty of emphasis on the introduction of new features of the suite and go further with step by step instructions from the experts.

Who this book is written for

If you are a BI developer or analyst who wants to get practical with your OBIEE 11g knowledge, “Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial” is for you. You will also find it helpful as a technical administrator, consultant or end user.

You should already have a good command of general BI practices and Oracle database, but no knowledge of Oracle BI 11g is required.

Chapter 1: Understanding the Oracle BI 11g Architecture
Looking backward and looking forward
Let’s look at the big picture
What is Oracle Fusion Middleware?
An application server by any other name
A database repository – for what?
Overall components
Java components
System components
WebLogic Server
A few software nuances
WebLogic Domain
WebLogic Administration Server
WebLogic Managed Server
WebLogic Node Manager
System tools controlled by WebLogic
Oracle Process Management and Notification system
Security
Backwards compatibility
Managing by application roles
Security providers
Identity Store
Credential Store
Policy Store
System requirements
Client Tools
Multiuser Development Environment
Certification matrix
Scaling out Oracle BI 11g
Preconfiguration run down
Shared storage
Clustering
Vertical expansion versus horizontal expansion
Oracle BI Server (system component) Cluster Controller
Failover and high availability
Enterprise deployment guide
Directory folder structure
Log files (diagnostics)
Configuration files
A review – what I should now know!
Additional research suggestions
Chapter 2: Installing the Metadata Repository
Repository Creation Utility (RCU)
What is the metadata store?
Technical metadata
Business metadata
Process metadata
Oracle Metadata Services (MDS)
Repository schemas
Non-repository metadata
Downloading the software
Running the RCU
Setting up your database
Oracle
MS SQL Server
Preparing for your installation
Linux
64 bit Linux
Standard installation steps
Adding repositories
Customizing your installation
Other common changes
Schema installations
Oracle CREATE USER Script
Silent installation
Example creation
Useful scripts
Usage tracking script
Chapter 3: Installing on Windows Server 2008
Installation media
System requirements
Installation
A review – what I should now know!
Chapter 4: Installation Options
Oracle BI on its own server
High availability and failover planning
Simple versus Software Only Installation
Software Only Install
Installing your own JDK
Simple Install
Silent installation
Custom static ports
Creating your own staticports.ini file
Installing Oracle BI 11g on *Nix
Listening on port 80
Ensuring IIS web server Role Services are installed
Getting the WebLogic Server Proxy IIS plugins
Creating and configuring an IIS Website
Enabling compression in IIS 7.x
Automate starting and stopping
Leveraging the WebLogic Server Windows Service installer command
Creating start-up and shutdown scripts
Creating desktop shortcuts
Creating boot.properties files
Ancillary application integration awareness
Recommendations for further learning
A review – what I should now know!
Chapter 5: Understanding the Systems Management Tools
Let’s talk about management tools
WebLogic Server Administration Control
First access and checkpoint
Servers
Clusters
Machines, IP address, or DNS
Data sources or JDBC connections
Security realms
WebLogic Server is its own application
Using WLST
Enterprise Manager Fusion Middleware Control
Getting around in EM
BI Foundation Domain dashboard
Coreapplication
The Overview tab
The Availability tab
The Capacity Management tab
The Diagnostics tab
The Security tab
The Deployment tab
Managing Oracle BI 11g artifacts
Creating a new Presentation Catalog
Deploying an existing Presentation Catalog
Deploying an RPD
Starting/stopping system components
Checking the logs
Creating the Tennis users, roles, and associations
Creating users and groups in WLS
Assigning users to groups
Creating and assigning application roles
Configuring an LDAP identity provider in WLS
Setting up the identity provider
Establishing Fusion Middleware Control security linkage
Restarting the WebLogic Server and Managed Server
Assigning the LDAP Service Account Role Privileges
JMS modules for BI Publisher communication
Refreshing Presentation Catalog GUIDs – sync it up!
JMX, MBeans, and Java
Migrating FMW Security to other environments
FMW core security files
Project Amelia
Downloading Project Amelia
Getting the FMW Security file
Running the script and generating the WLST script
Migrating the security script and running it on the target server
FMW Security Import/Export utility
Using the Security Realm Migration utility
Using the migrateSecurityStore function via WLST
Oracle BI Publisher system management
Monitoring system performance
Have a backup plan!
Recommendations for further learning
A review – what I should now know!
Chapter 6: Upgrading the RPD and Web Catalog to 11g
Upgrading an RPD and Web Catalog
Upgrade Assistant
Verification
Upgrading BI Scheduler
Manual migration
Consistency check
Security
Regression testing
Unit test
Full regression testing
User Acceptance testing
A review – what I should now know!
Chapter 7: Reporting Databases
Theories and models
Reporting databases
Relational modeling
Dimensional modelling
Why is database theory important?
Designing your database – objectives, rules, and goals
Objectives
Rules
Rule 1 – complete dimensions
Rule 2 – build generic tables
Rule 3 – partition large tables
Rule 4 – prudent indexing
Rule 5 – aggregate everything
Rule 6 – constant analysis of usage and accuracy
Rule 7 – manage statistics
Rule 8 – understand the granularity
Goals
Goal 1 – keep it simple
Goal 2 – minimize type 2 slowly changing dimensions
Goal 3 – use data, not functions
Goal 4 – minimize joins
Goal 5 – reduce snowflaking
Goal 6 – make it flexible
Design summary
Creating a warehouse
Source system assessment
Warehouse design
Warehouse tables
Populate and tune
Monitor and maintain
Some definitions
A review – what I should now know!
Chapter 8: Developing a BI Repository
Prerequisites
Repository architecture
Physical layer
Business layer
Presentation layer
Physical layer
Creating an RPD and importing metadata
Elements of the physical layer
Database object
Connection pools
Physical catalog and schemas
Physical tables
Physical join
Consistency check
Table aliases and naming conventions
Business layer
Business model
Logical tables
Logical table sources
Logical columns
Logical joins
Dimension hierarchies
Presentation layer
Subject areas
Best practices in the presentation layer
Aliases
Implicit fact
Calculated measures
Logical column calculation
Expression Builder
Physical column calculation
Time series measures
Level based measure
Federated and fragmented content
Vertical federation – aggregation or level based
Horizontal federation
Fragmentation
Fragmentation example – content based
Variables and initialization blocks
A review – what I should now know!
Additional research suggestions
Chapter 9: Features of the Presentation Catalog
Integrated tools
Analysis
Dashboards
Published reporting
Actionable Intelligence
Performance management
Marketing
Mapping
Administration
Briefing books
Search
Help
Office integration
The Home screen
Common links
Existing object links
Create objects
Browse catalog
Helpful links
Administration
Groups and users
Privileges
Full privileges list
Session management
Maintenance and troubleshooting
Issue SQL
The Presentation Catalog
Structure of the Presentation Catalog
Hidden items
File management
XML files
Object copying
Multiple personal dashboards
Catalog deployments
Securing catalog objects
Permission inheritance
Practical steps to object security
A review – what I should now know!
Chapter 10: Creating Dashboards and Analysis
Analysis versus Reporting
Creating an Analysis
Analysis Editor
Criteria Tab
The Results tab
Filters
Selection Steps
Saving an Analysis
Basic table formatting
Bins
Pivot Tables
Graphs
Sectioned views
View prompts and section sliders
Conditional Formatting
Building Dashboards
Creating a dashboard
Dashboard builder
Editing a dashboard
Adding a page
Report Links
Dashboard Prompt
Presentation variable
Protected and “is prompted” filters
Repository/Session variable
Some advanced options
Column Selector
View Selector
Master-detail linking
Hierarchical columns
Security
Object security
Data security
Design – best practices
Additional research suggestions
A review – what I should now know!
Chapter 11: Agents and the Action Framework
Agents
Actions
BI navigation
Web navigation and passing a parameter
Conditionality
Note on invoke actions
A review – what I should now know!
Additional research suggestions
Chapter 12: Developing Reports Using BI Publisher
Don’t miss the installation integration checkpoint!
Where BI Publisher excels?
What’s all this XML talk?
Yes, BI Publisher is now Published Reporting
Oracle BI Foundation versus Oracle BI Publisher
New features and enhancements
Improved Oracle BI 11g look and feel
Interactive Viewer
Dynamic upload and source from MS Excel spreadsheets
Leveraging LDAP user attributes in queries
Sharing a Presentation Catalog with Oracle BI 11g
Data Model Editor
Leverage view objects – Application Development Framework
Report design basics, terminology, and locations
Report design components
Data model
Layout
Properties
Translations
Where to administrate BI Publisher
Default embedded BI Publisher configurations
Where to build a data model
Where to add a data source connection
What is a JNDI data source?
Let’s get publishing
Administration management of BI Publisher
Accessing the BI Publisher Administration page
Verifying application roles
Creating the Tennis data source JDBC connection
Creating a File (XLS) data source
Verifying application role data source privileges
Setting up a data model
Creating a new Presentation Catalog folder
Creating a new data model
Creating a SQL query data set
Adjusting data set display names
Creating a parameter
Creating a list of values
Connecting the parameter to the list of values
Getting the sample data
Creating a BI Publisher report using Layout Editor
Auditing and monitoring BI Publisher
Modifying a few configuration files
Connecting to the Audit Framework
Enabling Audit Policy in the Fusion Middleware Control
Enterprise Manager
Viewing the auditing log file
BI Publisher nuances
Timeout issues
Connecting to Oracle BI server data sources
BI Publisher Application Programming Interface (API)
BI Publisher Scheduler
High availability
A review – what I should now know!
Additional research suggestions
Chapter 13: Customizing the Style of Dashboards
What’s the idea?
Multiple skins and styles in one environment
A strategy for something seemingly simple
Involve the Marketing department
Don’t boil the ocean
Speed to implementation
Build a focus group
General knowledge and tools
Third-party tools
Oracle JDeveloper skinning tool
BI Consulting Group Identity product
Hands-on – go time!
Overview
Let’s talk about tools and assumptions
Locating existing styles and skins
Developing/designing a new look and feel
Getting analyticsRes deployed
Good artists copy, great artists steal
Modifying instanceconfig.xml
Modifying skins and styles
Changing the banner color
Changing the global header menu link’s color
Changing the header separator bar
Changing the header brand name
Changing the Login page background
Restarting Presentation services
Restarting Presentation services from the command line
Restarting Presentation services from Enterprise Manager
Viewing the results
Configuring a custom message
Refreshing metadata files and custom messages
Wrap it up!
Advanced learning topics
Firebug
NetBeans IDE
Formatting CSS (prettify)
NQ_SESSION.SKIN and NQ_SESSION.STYLE session variables
AnalyticsRes Application Caveat
A review – what I should now know!
Chapter 14: Improving the Performance
What is poor performance?
Where can I improve the performance?
Hardware
Database
BI Server
More performance tips
The use of cache
Setting up the cache
Web servers on top
Domain setup
Chapter 15: Using the BI Admin Change Management Utilities
Problems with multiple developers
Merges
Three-way merge
Two-way merger
Multi-User development
Online development
Advantages and disadvantages
Multi-User development
Advantages and disadvantages
A review – what I should now know!
Additional research suggestions
Chapter 16: Usage Tracking
What is usage tracking?
System setup
Setting up the database table
Additional data
Setting up the BI Server repository
Updating the BI Server’s configuration file
Analyzing the usage
Usage measures
Chapter 17: Oracle Essbase and OLAP Integration
A bit about OLAP
Competition
MOLAP, ROLAP, HOLAP, XOLAP
Essbase’s entrenched past
Oracle Essbase Studio
Oracle BI SampleApp v107+ – VM image
Getting started – let’s get set up
Prepping the VM image
Starting the virtual machine image
Starting up Essbase
Starting up Essbase Administration Services (EAS)
Prepping Essbase
Creating the base Essbase application and database
Migrating the Essbase files
Validating the Outline
Loading data into the cube
Anything needed to prep the Oracle BI Server?
Modeling Essbase into Oracle BI
A bit of Essbase to Oracle BI knowledge
Importing Essbase as a data source
A few OLAP adjustments before modeling
Flattening the Measure dimension
Getting the UDAs
Dimension and hierarchy types
Getting a quick win
Incremental importing of Essbase metadata
Federation of data
Oracle BI/EPM roadmap
Workspace integration
Software license combo

Oracle Business Intelligence Enterprise Edition 11g


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