Your SlideShare is downloading. ×
51228145 bi-apps-architecture
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

51228145 bi-apps-architecture

1,149
views

Published on

Published in: Technology, Business

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
1,149
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
133
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. INSTRUCTIONS FOR USE • THIS PRESENTATION IS MEANT FOR TECHNICAL AUDIENCES TO COVER DETAILED ARCHITECTURE FOR THE ORACLE BI APPS© 2008 Oracle Corporation – Proprietary and Confidential 1
  • 2. NOTES TO SPEAKER • This presentation is meant for an audience that doesn’t understand the value of the prebuilt BI Apps / BI & Data Warehousing • Looking to buy a point solution like DBI, Noetix, etc. • Thinks they can build their own solution for similar cost with Cognos or BOBJ • This is not a product pitch – rather an educational session • The flow is to argue for a BI App, then argue for a pre-built BI App, then reinforce the need to look at what it takes to build a world class BI solution (not just reports) • There are additional slides in the Backup section. Please use them as appropriate • Use the PeopleSoft specific slides and Oracle EBS specific slides as appropriate for the customer’s source system© 2008 Oracle Corporation – Proprietary and Confidential 2
  • 3. OTHER RELATED MATERIALS • Each application has its own presentation • Oracle BI Applications Overview • Oracle Financial Analytics • Oracle Supply Chain and Order Management Analytics • Oracle Procurement and Spend Analytics • Oracle Human Resource Analytics • Oracle Sales Analytics • Oracle Service and Contact Center Telephony Analytics • Oracle Marketing Analytics • There are presentations for specific topics • Oracle BI Applications Architecture Overview • Oracle BI Applications Consolidated Data Model • Oracle BI Applications Integration with Oracle Applications© 2008 Oracle Corporation – Proprietary and Confidential 3
  • 4. © 2008 Oracle Corporation – Proprietary and Confidential 4
  • 5. Safe Harbor Statement 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 Oracle’s products remains at the sole discretion of Oracle.© 2008 Oracle Corporation – Proprietary and Confidential 5
  • 6. <Insert Picture Here>Oracle BI Applications Architecture
  • 7. Program Agenda Overview of Oracle BI Applications Oracle BI Applications Architecture Q&A© 2008 Oracle Corporation – Proprietary and Confidential 7
  • 8. <Insert Picture Here> Product Overview© 2008 Oracle Corporation – Proprietary and Confidential 8
  • 9. Oracle BI Applications Multi-source Analytic Apps Built on BI Suite EE Plus Proactive Interactive Reporting & Ad-hoc Disconnected MS Office Web Detection Dashboards Publishing Analysis Analytics Plug-in Services and Alerts Service & Supply Chain Procurement Human Sales Contact Marketing & Order Financials & Spend Resources Center Management Oracle BI Applications Oracle BI Apps • Common Enterprise Information Model built on • Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports Oracle BI EE Plus • Based on industry and analytic best practices IVR, ACD, CTI Hyperion Packaged Universal MS Excel ETL Maps Adapters Other Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 9
  • 10. Oracle BI Applications Multi-Source Analytics with Single Architecture Comms Complex Consumer Financial High Insurance Life Public Travel Auto & Media Sector Energy Services Tech Sciences Sector Mfg & Health & Trans Service & Supply Chain Human Procurement Sales Contact Marketing & Order Financials Center & Spend Management Resources Pipeline Service Campaign Direct / Indirect Revenue and General Employee Analysis Effectiveness Effectiveness Spend Backlog Ledger Productivity Forecast Customer Customer Buyer Inventory Accounts Compensation Accuracy Satisfaction Insight Productivity Receivable Sales Team Resolution Product Off Contract Fulfillment Accounts Compliance Effectiveness Rates Propensity Purchases Status Payable Reporting Up-sell/ Service Rep Loyalty & Supplier Customer Cash Flow Workforce Cross-sell Efficiency Attrition Performance Status Profile Cycle Times Service Cost Market Basket Purchase Order Profitability Retention Analysis Cycle Time Cycle Time Analysis Lead Churn & Campaign Employee BOM Expense Return on Conversion Service Trends ROI Expenses Analysis Management Human Capital Other Operational & Source adapters: Analytic Sources Oracle BI Suite Enterprise Edition Plus© 2008 Oracle Corporation – Proprietary and Confidential 10
  • 11. Financial Analytics Components 1 3 Pre-built warehouse with 16 star-schemas Pre-mapped metadata, including designed for analysis and reporting on embedded best practice calculations and financial analytics metrics for financial, executives and other business users • Presentation layer • Logical business model • Physical sources 2 4 Pre-built ETL to extract data from over A “best practice” library of over 360 3,000 operational tables and load it into pre-built metrics, 30 intelligent dashboards, the DW, sourced from SAP, PSFT, Oracle 200+ reports and several alerts for CFO, EBS and other sources Finance Controller, Financial Analyst, AR/AP Managers and Executives© 2008 Oracle Corporation – Proprietary and Confidential 11
  • 12. <Insert Picture Here> Technical Overview© 2008 Oracle Corporation – Proprietary and Confidential 12
  • 13. Oracle BI Applications Architecture Role Based Dashboards Oracle BI Analytic Workflow Dashboards by Role Presentation Guided Navigation Services Reports, Analysis / Analytic Security / Visibility Workflows Alerts & Proactive DeliveryAdministration Metrics / KPIs Logical to Physical Abstraction Layer Metadata Oracle BI Calculations and Metrics Definition Logical Model / Subject Areas Server Visibility & Personalization Physical Map Dynamic SQL Generation Data Warehouse / Data Model Abstracted Data Model Direct Conformed Dimensions Access to Load Process Heterogeneous Database support DAC Source Data Staging Area ETL Database specific indexing Extraction Process Highly Parallel Multistage and Customizable Deployment Modularity Oracle SAP R/3 Siebel PSFT EDW Other Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 13
  • 14. ETL Overview Oracle BI Dashboards by Role Presentation Services Reports, Analysis / Analytic WorkflowsAdministration Metrics / KPIs Metadata Oracle BI Logical Model / Subject Areas Server • Multiple Approaches to loading source data Physical Map • ETL Layered architecture for Data Warehouse / extract, universal staging and load Data Model • Provides isolation, modularity and Direct extensibility Load Process Access to • Architected for performance DAC Source Data Staging Area ETL • All mappings architected with incremental extractions Extraction Process • Data Warehouse Administration Console (DAC) • Application Administration, Execution and Monitoring Oracle SAP R/3 Siebel PSFT EDW Other Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 14
  • 15. ETL Overview Oracle BI Business Analytics Dashboards by Role Presentation Warehouse Services Reports, Analysis / Analytic Workflows LoadAdministration Metrics / KPIs Source Independent Load Metadata Oracle BI Logical Model / Subject Areas Server Physical Map Staging Tables Data Warehouse / Data Model Direct Access to Load Process Source Dependent Extract Extract DAC Source Data Staging Area ETL Power Power Connect Connect SQL SQL SQL Extraction Process ABAP SQL App Layer App Layer Siebel Oracle Other OLTP Oracle SAP R/3 Siebel PSFT EDW PeopleSoft SAP Other Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 15
  • 16. Data Extraction and Load Process Business Analytics Extract Warehouse Source-specific and Universal Load Business Adapters Expose simplified business Source Independent Load entities from complex source systems Converts source-specific data to universal staging table format Staging Tables Lightweight and designed for performance, parallelism Extensible Extract Extract Power Power Connect Connect SQL SQL SQL ABAP SQL App Layer App Layer Siebel Oracle Other OLTP PeopleSoft SAP© 2008 Oracle Corporation – Proprietary and Confidential 16
  • 17. Data Extraction and Load Process Extraction Modes Business Analytics Direct Database Access Warehouse Oracle EBS Siebel CRM Load PowerConnect technology SAP R/3 Source Independent Load PeopleSoft Enterprise Universal Business Adapters Used for sources with no pre- Staging Tables packaged business adapter Transforms and loads data from universal sources through a flat file interface Source Dependent Extract Extract Supply flat file(s) or tables meeting Power Power a defined standard format Connect Connect SQL SQL SQL Reduces implementation and ABAP SQL maintenance significantly compared to building full ETL App Layer App Layer solution from scratch Siebel Oracle Other OLTP PeopleSoft SAP© 2008 Oracle Corporation – Proprietary and Confidential 17
  • 18. Data Extraction and Load Process Business Analytics Warehouse Source Independent Layer Load Encapsulates warehouse load logic Handles: Source Independent Load Slowly changing dimensions Key lookup resolution / surrogate key generation Staging Tables Insert/update strategies Currency conversion Data consolidation Source Dependent Extract Extract Uses Bulk Loaders on all db Power Power Connect Connect platforms SQL SQL SQL ABAP SQL App Layer App Layer Siebel Oracle Other OLTP PeopleSoft SAP© 2008 Oracle Corporation – Proprietary and Confidential 18
  • 19. ETL Component Architecture Source Dependent Extract mplt Source Independent Load (SDE) (SIL) Oracle Federated Data Sources SAP R/3 Business Component Business Business Source Independent Analytics Analytics Source Adapter Warehouse Warehouse Mapplet Siebel Mapplet Mapplet Universal Universal PLP Staging Staging PSFT Area Area EDW mplt Other Post Load Process – mplt Each record is stamped Designed to build with Source ID Aggregates on Base Fact Tables© 2008 Oracle Corporation – Proprietary and Confidential 19
  • 20. ETL Mapping Example – Product Dimension Business Component Mapplet for Oracle Applications Source Oracle EBS Source Qualifier Expression Mapplet output to Source Table Transformation Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 20
  • 21. ETL Mapping Example – Product Dimension Extract Mapping (to Temporary Staging) for Oracle Applications Source Business Component Source Adapter Temporary Mapplet for Oracle EBS Mapplet Staging Table Product Master© 2008 Oracle Corporation – Proprietary and Confidential 21
  • 22. ETL Mapping Example – Product Dimension Extract Mapping (Temporary Staging to Final Staging) for Oracle Applications Source Temporary Staging Source Expression UniversalTables (Product Master) Qualifier Transformation Staging Table© 2008 Oracle Corporation – Proprietary and Confidential 22
  • 23. ETL Mapping Example – Product Dimension Load Mapping for Oracle Applications Source Universal Staging Source Source Independent W_PRODUCT_D Table Qualifier Load (SIL) Mapplet Data Warehouse Table© 2008 Oracle Corporation – Proprietary and Confidential 23
  • 24. ETL Mapping Example – Product Dimension Configuration Example – ROW_WID (Primary Key) • Flexibility of Configuration • Configuration of grain of data for facts/dimensions easily possible© 2008 Oracle Corporation – Proprietary and Confidential 24
  • 25. ETL Mapping Example – Product Dimension Configuration Example – Slowly Changing Dimension© 2008 Oracle Corporation – Proprietary and Confidential 25
  • 26. Incremental Extraction and Load The Logic Behind incremental ETL • A variety of strategies used to optimize incremental extracts and loads • Overall Philosophy – Extract incrementally if possible, else load incrementally • Siebel • Use a combination of a date window and rowid comparisons • Oracle • Use a date window and last update date for extraction • Also use dates/record images to control updates on target • PeopleSoft • Use a date window and last update dates for extraction wherever possible • SAP • Use a date window and last update date for extraction • Also use dates/record images to control updates on target • Certain dimensions are fully extracted and but updates on target are controlled© 2008 Oracle Corporation – Proprietary and Confidential 26
  • 27. Incremental Extraction and Load How Last Minute Changes Are Captured • Mostly one set of Mappings for both Initial and Incremental Loads • Incremental extract will pick up the data that has been created/updated since the last extract date • No need not worry about last minute changes • Changes before the extract mapping runs, will be picked up in the current run • Changes after that will be picked up in the next run • Controlled through DAC, Parameter “Prune Days” • Allows to go back "n" number of days since the last extract which will ensure that last minute changes have been picked up.© 2008 Oracle Corporation – Proprietary and Confidential 27
  • 28. Incremental Extraction and Load DAC Parameter Setting for Prune Days© 2008 Oracle Corporation – Proprietary and Confidential 28
  • 29. Data Warehouse Administration Console (DAC) Strong Competitive Differentiator • For warehouse developers and ETL Administrator • Metadata driven “ETL orchestration tool” • Application Configuration • Execution & Recovery • Monitoring • Allows: • Pin-point deployment • Load balancing / parallel loading • Reduced load windows • Fine-grained failure recovery • Index management • Database statistics collection© 2008 Oracle Corporation – Proprietary and Confidential 29
  • 30. Physical Data Model Overview Oracle BI Dashboards by Role Presentation Services Reports, Analysis / Analytic WorkflowsAdministration Metrics / KPIs Metadata Oracle BI Logical Model / Subject Areas Server Physical Map • Integrated enterprise-wide data Data Warehouse / warehouse built with conformed Data Model dimensions Direct Access to Load Process • Allows modular deployment DAC Source Data Staging Area ETL • Lowest grain of information Extraction Process • Prebuilt Aggregates to support navigation from Summary to details • Tracks historical changes • Implemented and optimized for Oracle SAP R/3 Siebel PSFT EDW Oracle, SQL Server, IBM UDB/390, Other Teradata Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 30
  • 31. Common Enterprise Information Data Model HR / Workforce Customers Suppliers Procurement Distribution Operations Marketing Finance Service Sales Customers Suppliers Customers Suppliers Features: Benefits: • Conformed dimensions • Enterprise-wide business analysis • Transaction data stored in most (across entire value chain) granular fashion • Access summary metrics or drill to • Tracks full history of changes lowest level of detail • Prebuilt and extensible • Accurate historical representations • Built for speed© 2008 Oracle Corporation – Proprietary and Confidential 31
  • 32. Support for Cross-Functional Analysis Pre-requisite of common conformed dimensions Dim Table Products Dim Table Dimension Dim Table Dimension Dim Table Tables Dimension Tables Purchase Sales Orders Orders Fact Table Fact Table Time Dimension Supply Chain & Order Procurement and Spend Management Analytics Analytics Q. How many of my top customers bought products from my worst suppliers?© 2008 Oracle Corporation – Proprietary and Confidential 32
  • 33. Oracle BI Apps: Selected Key Entities Unified multi-source data model Sales Sales Call Center Conformed Dimensions Opportunities Call Center Conformed Dimensions Opportunities ACD Events Quotes ACD Events Quotes Rep Activities Customer Pipeline Rep Activities Customer Pipeline Contact-Rep Snapshot Products Contact-Rep Snapshot Products Targets and Benchmark Order Management Order Management Targets and Benchmark Suppliers Suppliers Sales Order Lines IVR Navigation History Sales Order Lines IVR Navigation History Cost Centers Sales Schedule Lines Cost Centers Sales Schedule Lines Service Profit Centers Profit Centers Bookings Service Bookings Internal Organizations Pick Lines Service Requests Internal Organizations Pick Lines Service Requests Customer Locations Billings Activities Customer Locations Billings Activities Backlogs Agreements Agreements Customer Contacts Backlogs Customer Contacts GL Accounts GL Accounts Marketing Marketing Workforce Campaigns Workforce Employee Employee Campaigns Compensation Compensation Responses Employee Profile Sales Reps Sales Reps Responses Employee Profile Marketing Costs Marketing Costs Employee Events Service Reps Service Reps Employee Events Partners Partners Supply Chain Supply Chain Pharma Campaign Purchase Order Lines Pharma Campaign Purchase Order Lines Prescriptions Prescriptions Offers Purchase Requisition Lines Syndicated Market Data Offers Purchase Requisition Lines Syndicated Market Data Ledger Purchase Order Receipts Purchase Order Receipts Ledger Inventory Balance Inventory Balance Inventory Transactions Financials Financials Inventory Transactions Financial Assets Financial Assets Modular DW Data Model includes: Modular DW Data Model includes: Insurance Claims ~350 Fact Tables Finance Finance Insurance Claims ~350 Fact Tables Receivables ~550 Dimension Tables Receivables Payables Public Sector Public Sector ~550 Dimension Tables Payables General Ledger Benefits Benefits ~5,200 prebuilt Metrics ~5,200 prebuilt Metrics General Ledger Cases COGS COGS Cases (2,500+ are derived metrics) (2,500+ are derived metrics) Incidents Incidents Leads ~15,000 Data Elements ~15,000 Data Elements Leads© 2008 Oracle Corporation – Proprietary and Confidential 33
  • 34. Types of Fact Tables • All base facts are based on single business function, e.g. Sales Order Lines, Sales Cycle Lines, etc. • Types of Fact Tables • Transactional Facts • Mirror of transactional data from the source • Lowest atomic grain of each transactional record • E.g. Employee Events Fact, Order Lines Fact • Snapshot Facts • Snapshot of balances across time • E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline • Cycle Lines Facts • Derived from multiple fact tables, typically store process cycle times • E.g. Sales Order Cycle Lines, Purchase Cycle Lines • State Transition Facts • Required for specialized transition count metrics • Customer State transitions (# New, # Inactive customers, etc) • Aggregate Facts • Performance enhancement on key metrics • E.g. Payroll Aggregate (out of box Monthly, but configurable to other grains)© 2008 Oracle Corporation – Proprietary and Confidential 34
  • 35. Business Process Conformance • Native source specific transaction types are transformed and appended to standardized warehouse codes • Standardized warehouse codes are superset of all supported sources • Native source specific transaction types are retained for source specific analysis • E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit Memo types© 2008 Oracle Corporation – Proprietary and Confidential 35
  • 36. Business Process Conformance Example: Accounts Receivable Process Standard Warehouse Code Invoice Invoice and Payment Invoice items AR documents with DR Schedules document type CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo AR documents with DA items document type Payments Cash Receipts etc. Payments/ Deposits AR documents with DA document type and ‘A’ as special indicator Payment Applications Cash/CR Memo Payment Item Activities AR documents with DZ applications/Adjustments document type Other All other types of BI/AR: All other types of All other types of AR transactions items documents© 2008 Oracle Corporation – Proprietary and Confidential 36
  • 37. Business Process Conformance Example: Accounts Receivable Process • All source transaction type code values are stored and appended with standardized warehouse codes • All higher layers in the architecture and metrics use same standardized warehouse codes • Stored source transaction type code values enables integration back into each transactional system TYPE TYPE CODE TYPE_DESC WAREHOUSE CODE TYPE_DESC WAREHOUSE CODE CODE O Credit memo Credit Memo Credit Memo Credit Memo Credit Memo 4 Credit memo list Credit Memo On-Account Credit On-Account Credit Credit Memo S Credit memo cancellation Credit Memo Cancellation Debit Memo Debit Memo Debit Memo P Debit memo Debit Memo 6 Intercompany credit memo Intercompany Credit Memo Debit note Debit note Debit Memo 5 Intercompany invoice Intercompany Invoice Invoice Invoice Standard Invoice N Invoice cancellation Invoice Cancellation Contra Contra Standard Invoice U Pro forma invoice Pro forma Invoice 3 Invoice list Standard Invoice M Invoice Standard Invoice© 2008 Oracle Corporation – Proprietary and Confidential 37
  • 38. Business Process Conformance Example: Employee FLSA Status Derivation Process • All source FLSA Status code values are stored and appended with standardized warehouse codes • All higher layers in the architecture and metrics use same standardized warehouse codes • Stored source FLSA Status code values enables integration back into each transactional system TYPE TYPE_DESC WAREHOUSE CODE TYPE CODE TYPE_DESC WAREHOUSE CODE CODE N Nonexempt Non-Exempt NEX Non Exempt Non-Exempt E Executive Exempt EX Exempt Exempt M Management Exempt A Administrative Exempt P Professional Exempt O Outside Salesperson Exempt© 2008 Oracle Corporation – Proprietary and Confidential 38
  • 39. Enhanced Multi Currency Support • BI Apps Physical Data Model stores and supports 5 currencies • Document Currency – the currency of the transaction • Local Currency - the base currency of your ledger, the currency in which your accounting entries are recorded in • Global Currencies – common currencies used • OOTB support for three global currencies (Global1, Global2, Global3) • Default currency for all reporting is Global1 • Every amount from source system is loaded into Document Currency amount and Local Currency amount • Exchange rates sourced from source system to load each of the 3 global currencies • All currency amounts are stored as persisted calculations • Currency conversion is done at ETL time© 2008 Oracle Corporation – Proprietary and Confidential 39
  • 40. Multiple Calendar Support • Supports Gregorian and Fiscal hierarchies out of the box • Allows configuration of fiscal calendar, e.g. 4-4-5 • Configuration to support multiple fiscal hierarchies depending on user profile • Requires Initialization block to read user profile • Dynamically use the appropriate calendar table • CRM OnDemand implementation supports twelve fiscal calendars© 2008 Oracle Corporation – Proprietary and Confidential 40
  • 41. Localization / Globalization • Dynamic Language Conversion (translation to 28 languages) • Arabic, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazilian), Portuguese (European), Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish • Codepage / Unicode support • Dynamic Time Zone translations • All timestamps are stored in warehouse stored as UTC • Custom labeling and naming support / Flex Field Naming • Column Names can be dynamically named© 2008 Oracle Corporation – Proprietary and Confidential 41
  • 42. Data Integration – Multi Source Loads • Segregation and Lineage captured in data model • Source data keys, comprised of: + INTEGRATION_ID DATASOURCE_NUM_ID Part no. Plant id + + ‘MT27907b’ ‘NW3’ ‘SAPJapan’ Example: Key_id for Products dimension SAP ‘MATNR ~ MANDT’ Oracle EBS ‘item_id ~ organization_id© 2008 Oracle Corporation – Proprietary and Confidential 42
  • 43. Business Process Outsourcing Support Oracle BI Apps supports multi-tenant concept • Unique Enterprise Multi-Source data model • Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources • Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems • Enables a variety of deployment, data segregation / separation strategies within the same data warehouse End Customer Data Sources BPO Customer 1 PSFT HR 8.8 North America instance BPO Customer 1 PSFT HR 8.8 European instance BPO Customer 2 Oracle EBS 11i10 HR instance© 2008 Oracle Corporation – Proprietary and Confidential 43
  • 44. Server Repository Overview Oracle BI Dashboards by Role Presentation Services Reports, Analysis / Analytic WorkflowsAdministration Metrics / KPIs Metadata • Multi-layered Abstraction Oracle BI Logical Model / Subject Areas Server • Prebuilt Metrics/Dimensions Physical Map • Prebuilt hierarchy drills and cross dimensional drills Data Warehouse / Data Model • Prebuilt Aggregate navigation Direct Access to Load Process • Multi-pass complex calculated DAC Source Data Staging Area ETL Metrics / KPIs Extraction Process • Federation of queries • Visibility & Personalization • Prebuilt Security inherited from Oracle EBS, PeopleSoft, Siebel Oracle SAP R/3 Siebel PSFT EDW CRM Other Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 44
  • 45. Metrics and Calculations • The applications provide several complex metrics defined logically with an expression builder • Share base (e.g. % share of one product sales over all products sales) • Indexes (e.g. this division’s performance as a ratio of all divisions) • Cross subject area metrics (across Finance and HR, e.g. Revenue per employee) • Variances (e.g. Budget vs Actual) • Time series metrics • MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD) • Period Ago Metrics (e.g. Revenue YAGO) • Snapshot at any point of time support (e.g. # Open Service Requests) All of these are done logically without adding data model/ ETL complexity© 2008 Oracle Corporation – Proprietary and Confidential 45
  • 46. OBI EE Plus vs BI Applications Oracle Business Intelligence Enterprise Edition Plus Oracle Business Intelligence Applications – Prebuilt Metadata© 2008 Oracle Corporation – Proprietary and Confidential 46
  • 47. BI Applications – Prebuilt Metadata Example Physical to Business Model Mapping© 2008 Oracle Corporation – Proprietary and Confidential 47
  • 48. BI Applications – Prebuilt Metadata Example Business Model to Presentation Mapping© 2008 Oracle Corporation – Proprietary and Confidential 48
  • 49. BI Applications – Prebuilt Metadata Example Inventory Compound Metrics- Inventory Turns Example • Flexibility of configuring derived calculation expressions© 2008 Oracle Corporation – Proprietary and Confidential 49
  • 50. BI Applications – Prebuilt Metadata Example Hierarchies – Plant Location Example© 2008 Oracle Corporation – Proprietary and Confidential 50
  • 51. BI Applications – Prebuilt Metadata Example Rich Dimensional Attributes© 2008 Oracle Corporation – Proprietary and Confidential 51
  • 52. Web Catalog Overview Oracle BI Dashboards by Role Presentation Services Reports, Analysis / Analytic WorkflowsAdministration Metrics / KPIs Metadata Oracle BI Logical Model / Subject Areas Server Physical Map • Role based dashboards Data Warehouse / • Prebuilt Reports/Dashboards Data Model Direct • Guided Navigation Load Process Access to • Conditional navigational links DAC Source Staging Area ETL Data • Analytic Workflows Extraction Process • Alerts • Highlighting • Action Links to Oracle EBS, Oracle SAP R/3 Siebel PSFT EDW PeopleSoft, Siebel CRM Other Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 52
  • 53. Dashboard Pages Example: Role Based Dashboard Roles Performance Measures Highlighting Conditional Navigation Flexible View Selectors Reports based on Prebuilt Reports Multiple Sources with over 5200 metrics Guided Navigation© 2008 Oracle Corporation – Proprietary and Confidential 53
  • 54. Even more metric value under the surface Not all measures in Metrics used in presentation layer Reports & used in reports & Dashboards dashboards Metrics in Subject Subset of logical measures are Areas exposed in presentation layer Metrics in Logical Aggregations, time series calculations and derived Layer calculated measures extend physical measures Measures from physical Metrics in Physical columns in data Warehouse warehouse© 2008 Oracle Corporation – Proprietary and Confidential 54
  • 55. Analytic Workflows Directed analysis helps inexpert users Guided Navigation • Enables users to quickly navigate a standard path of analytical discovery specific to their function and role • Enhances usability and lowers learning curve for new users Conditional Navigation • Appears only when conditions are met and alerts users to potential out of ordinary conditions that require attention • Guides users to next logical step of analytical discovery© 2008 Oracle Corporation – Proprietary and Confidential 55
  • 56. Analytic Workflows – Financial Analytics BusinessObjectives / Maximize Cash Flow Issues Is DSO on target? Is DPO on target? Is Overdue Balances Are Payment Terms trending up? in compliance? • Business Function: How long is the Receivables Gain What is the aging of Insights underlying Overdue Due Balances? • Role: Balance pending? Director, Credits & Collections • Objectives: Who are the Customers Drill to and Collectors? Due Balances by Region • 1) Maximize Cash Flow • 2) Control Risk of Drill to Receivables Portfolio Overdue Invoice Detail Target collection efforts toTake Action reduce overdue balances© 2008 Oracle Corporation – Proprietary and Confidential 56
  • 57. Analytic Workflows – Financial Analytics Business Maximize cash flow Objectives/ Issues Is DSO on target? Is overdue balances Drill to trending up? Detail How long is the Gain underlying overdue Insights balance pending? Who are the customers? Drill to overdue invoice detail Take Target collection efforts Action to reduce overdue balances© 2008 Oracle Corporation – Proprietary and Confidential 57
  • 58. Navigate from Analytical to Operational Insight to Action via Action Links • Seamless navigation from analytical information to transactional detail while maintaining context • Works with Oracle EBS, Siebel CRM, PeopleSoft Action Links© 2008 Oracle Corporation – Proprietary and Confidential 58
  • 59. Flexfield and Value Set Integration • Key Flexfields (KFFs) • Accounting Flexfield (GL#) • Territory Flexfield (CT#) • Item Categories (MCAT) • HR Position (POS) • HR Job (JOB) • HR Pay Grade (GRD) • Descriptive Flexfields (DFFs) • Stored in data warehouse extension columns • E.g. GL Account attribute fields • Value Set Hierarchy • Extract hierarchical relationships of Value Sets© 2008 Oracle Corporation – Proprietary and Confidential 59
  • 60. Deployment OptionsStandalone Interactive Dashboards BI in a Portal via JSR-168/WSRP© 2008 Oracle Corporation – Proprietary and Confidential 60
  • 61. Deployment Options Embedded Directly in Applications E-Business Suite PeopleSoft Siebel© 2008 Oracle Corporation – Proprietary and Confidential 61
  • 62. Oracle BI Apps Security Integration Tight security integration with Oracle Applications Service & Supply Chain Procurement Human Sales Contact Marketing & Order Financials & Spend Resources Center Management Oracle BI Applications User Object Data Tightly integrated security model Security Security Security Oracle BI Supports iPlanet, Novell, MSFT AD, Foundation Oracle Identity Directory (OID), and others Right content shown to the right user© 2008 Oracle Corporation – Proprietary and Confidential 62
  • 63. User User Security Security How do I get in? • Oracle BI EE Security Based Authentication • Defines and stores user information in the RPD • 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© 2008 Oracle Corporation – Proprietary and Confidential 63
  • 64. User Example: Single Sign-On with Oracle Security E-Business Suite Applications 3 navigate to 2 store ICX session cookie in browser 5 establish connection with Oracle EBS Web Browser Oracle EBS Oracle BI user 1 log in once 6 drill back to Oracle EBS via Action Links 4 validate session via the ICX cookie© 2008 Oracle Corporation – Proprietary and Confidential 64
  • 65. Object Object Security Security What parts of the application can you see? • Business Logic Object Security Presentation Layer Controls access to Semantic Object Layer Subject Areas, Tables Physical Layer 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© 2008 Oracle Corporation – Proprietary and Confidential 65
  • 66. Object Object Security for Siebel, EBS Security and PeopleSoft Associated with Web Catalog Group: Order Management Manager Dashboards: Order Management Order Fulfillment is assigned Responsibility/Role : Order Management is associated with ManagerUser: OM Manager Subject Areas: Sales - Order Lines Sales - Orders, Backlog and Associated with Security Group: Order Management Manager Invoices© 2008 Oracle Corporation – Proprietary and Confidential 66
  • 67. Data Data Security for EBS Security 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 • HR Security Profile© 2008 Oracle Corporation – Proprietary and Confidential 67
  • 68. Data Data Security for EBS Security Example: Responsibility and Inventory Org relationship in Oracle E-Business Suite assigned to Responsibility user associated with Inventory Organization© 2008 Oracle Corporation – Proprietary and Confidential 68
  • 69. Data Data Security for EBS Security Example: Inventory Org Based Security in Oracle BI 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© 2008 Oracle Corporation – Proprietary and Confidential 69
  • 70. Application Upgrade Methodology Web Catalog Upgrade UI based tool to analyze and merge Oracle BI Dashboards by Role Presentation reports/dashboards Services Forward compatible with new BI Reports, Analysis / Analytic Presentation Services releases WorkflowsAdministration Analytics Repository Upgrade Metrics / KPIs Automated 3-way merge functionality Metadata Oracle BI Original OOTB, Customer Modified, Current Logical Model / Subject Areas OOTB Server Preserves customer changes and Physical Map incorporates Oracle enhancements Data Warehouse / ETL & Warehouse Upgrade Data Model Customization Methodology isolates Direct Load Process customer changes Access to Diff tools to determine and reapply changes DAC Source Data Staging Area ETL DW model and data upgrade shipped with each release Extraction Process DAC metadata Diff tools to determine and reapply changes Oracle SAP R/3 Siebel PSFT EDW Other Federated Data Sources© 2008 Oracle Corporation – Proprietary and Confidential 70
  • 71. Speeds Time To Value and Lowers TCO Oracle BI Applications Build from Scratch Oracle BI with Traditional BI Tools Applications Training / Roll-out Define Metrics Faster deployment & Dashboards Lower TCO Assured business value DW Design Training / Rollout Easy to use, easy to adapt Define Metrics Role-based dashboards and thousands Back-end & Dashboards of pre-defined metrics ETL and DW Design Prebuilt DW design, adapts to your EDW Mapping Back-end Prebuilt Business Adapters for Oracle, ETL and PeopleSoft, Siebel, SAP, others Mapping Quarters or Years Weeks or Months Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis© 2008 Oracle Corporation – Proprietary and Confidential 71
  • 72. Typical Effort & Customization balance Additional dashboards and reports, guided and conditional Dashboards & Reports Easy navigations, iBots, etc. Additional derived metrics, custom drill paths, exposing OBIEE Metadata Moderate extensions in physical, logical and presentation layer, etc. Extension of DW Schema for extension columns, additional DW Schema Intermediate tables, external sources, aggregates, indices, etc. Extension of ETL for ETL Involved extension columns, descriptive flexfields, additional tables, external sources, etc. Degree of Level of Customization Effort© 2008 Oracle Corporation – Proprietary and Confidential 72
  • 73. © 2008 Oracle Corporation – Proprietary and Confidential 73
  • 74. <Insert Picture Here> BACKUP SLIDES© 2008 Oracle Corporation – Proprietary and Confidential 74
  • 75. ETL© 2008 Oracle Corporation – Proprietary and Confidential 75
  • 76. Example: Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension_Phones SDE_PSFT_EmployeeDimension_Phones SDE_PSFT_EmployeeDimension_Addresses SDE_PSFT_EmployeeDimension_Addresses SDE_PSFT_EmployeeDimension_Biography1 SDE_PSFT_EmployeeDimension_Biography1 W_EMPLOYEE_D W_EMPLOYEE_D SDE_PSFT_EmployeeDimension_Biography2 SDE_PSFT_EmployeeDimension_Biography2 SDE_PSFT_EmployeeDimension_JobInformation SDE_PSFT_EmployeeDimension_JobInformation SDE_PSFT_EmployeeDimension SDE_PSFT_EmployeeDimension SIL_EmployeeDimension SIL_EmployeeDimension© 2008 Oracle Corporation – Proprietary and Confidential 76
  • 77. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension_Phones PeopleSoft Source Expression Temporary Staging BC maplet Transformation Table (see below) PeopleSoft Expression Maplet output to Source Qualifier Source Table Transformation Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 77
  • 78. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension_Addresses PeopleSoft Source Expression Temporary Staging BC maplet Transformation Table (see below) PeopleSoft Expression Maplet output to Source Qualifier Source Table Transformation Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 78
  • 79. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension_Biography1 Temporary Staging Table PeopleSoft Source Expression BC maplet Transformation (see below) Lookup Procedures PeopleSoft Expression Maplet output to Source Qualifier Source Tables Transformation Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 79
  • 80. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension_Biography2 Temporary Staging Table PeopleSoft Source Expression BC maplet Transformation (see below) PeopleSoft Expression Maplet output to Source Qualifier Source Table Transformation Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 80
  • 81. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension_JobInformation Temporary Staging Table Lookup PeopleSoft Source Expression Procedures BC maplet Transformation (see below) PeopleSoft Expression Maplet output to Source Qualifier Source Table Transformation Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 81
  • 82. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension maplet PeopleSoft Expression Source Table Source Qualifier Temporary Staging Transformation Table© 2008 Oracle Corporation – Proprietary and Confidential 82
  • 83. Employee Dimension populated from PeopleSoft SDE_PSFT_EmployeeDimension Expression Transformation Expression Transformation Lookup Procedures Input to Maplet Maplet output to (from above) Extract Mapping© 2008 Oracle Corporation – Proprietary and Confidential 83
  • 84. Employee Dimension populated from PeopleSoft SIL_EmployeeDimension© 2008 Oracle Corporation – Proprietary and Confidential 84
  • 85. Employee Dimension populated from PeopleSoft SIL_EmployeeDimension_SCDUpdate Expression Transformation Target Definition Source Definition Filter (SCD logic) Source Qualifier© 2008 Oracle Corporation – Proprietary and Confidential 85
  • 86. Example of ETL Adapter Business Component for Oracle EBS Purchase Order Lines Fact • Reusable and part of extract mapping • Isolates customers from dealing with source system complexity Mapplet output to Oracle EBS PO Source Source Expression Extract Mapping Tables Qualifier Transformation© 2008 Oracle Corporation – Proprietary and Confidential 86
  • 87. Example of ETL Adapter…Contd. Source Dependent Extract (SDE) mappings for Purchase Order Lines Fact • Allows to keep all source specific logic in the extract layer • Allows to keep data extracts separate from data loads Oracle EBS Business Component Expression Source Adapter Universal Staging Mapplet (for PO Fact) Transformation Mapplet Table Universal Source Flat File Source (for PO Source Expression Universal Staging© 2008 Oracle fact) Qualifier Corporation – Proprietary and Confidential Transformation Table 87
  • 88. Example of ETL Adapter…Contd. Source Independent Load (SIL) mapping for Purchase Order Lines Fact • Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal) • Provides the ability to deliver new adapters quickly • Helps customers to add new legacy sources easily with minimum efforts Universal Staging Expression Source Independent W_PURCH_ORDER_F Table Transformation (SIL) Mapplet Data Warehouse Table© 2008 Oracle Corporation – Proprietary and Confidential 88
  • 89. PeopleSoft Trees© 2008 Oracle Corporation – Proprietary and Confidential 89
  • 90. PeopleSoft Tree Support via ETL • Challenge • Tree structures require recursive joins • Relational BI technologies do not support this • Approach • Import tree structures into metadata • Flatten structures via ETL • Use a star schema for data storage • Define hierarchies instead of nodes This is accomplished using the provided ETL technology as part of the pre-built BI Applications – using concept of an application source rather than a relational source© 2008 Oracle Corporation – Proprietary and Confidential 90
  • 91. Importing Records© 2008 Oracle Corporation – Proprietary and Confidential 91
  • 92. Importing PeopleSoft Pages© 2008 Oracle Corporation – Proprietary and Confidential 92
  • 93. Importing PeopleSoft Trees© 2008 Oracle Corporation – Proprietary and Confidential 93
  • 94. Action Links© 2008 Oracle Corporation – Proprietary and Confidential 94
  • 95. 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© 2008 Oracle Corporation – Proprietary and Confidential 95
  • 96. © 2008 Oracle Corporation – Proprietary and Confidential 96
  • 97. © 2008 Oracle Corporation – Proprietary and Confidential 97
  • 98. © 2008 Oracle Corporation – Proprietary and Confidential 98
  • 99. © 2008 Oracle Corporation – Proprietary and Confidential 99
  • 100. Action Link configuration for Oracle EBS • Identify the Oracle E-Business Suite Application page/function that you want to link to. Obtain the function_id of that page and identify the query string parameters required by that page. This will have to be done by going through Oracle E-Business Suite documentation • Identify the Oracle E-Business Suite table that will support the parameters needed for the Oracle E-Business Suite function (page) that you want to build an Action link to and 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 Database Schema© 2008 Oracle Corporation – Proprietary and Confidential 100
  • 101. 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© 2008 Oracle Corporation – Proprietary and Confidential 101
  • 102. Action Links Configuration for Siebel CRM© 2008 Oracle Corporation – Proprietary and Confidential 102
  • 103. Action Link configuration for PeopleSoft Enterprise • Create a URL Id for the path to the PIA component in the PSURLDEFN table in EPM. Add a forward slash to the beginning of the string. Make sure that all the search key fields are on the string and their parameter values are denoted as :1, :2 etc depending on the number of keys of that component • In the OBIEE Administration tool, create an Initialization Block and a Session Variable that we will use to create the URL for the source system. We need to create an Init Block. for each drill-down PIA page • Create a new logical column and use as action link© 2008 Oracle Corporation – Proprietary and Confidential 103
  • 104. Security© 2008 Oracle Corporation – Proprietary and Confidential 104
  • 105. User Example: External Table Authentication Security with Siebel CRM Applications 2 execute “Authentication” Init Block Web Siebel CRM Browser Oracle BI Application DB user 1 Table S_USER log in 3 authenticate username and password© 2008 Oracle Corporation – Proprietary and Confidential 105
  • 106. User Example: Single Sign-On with Siebel Security CRM Applications 2 integrate via symbolic URL infrastructure 3 establish connection using NQHOST parameter Web Browser Siebel CRM Oracle BI user 1 log in once 4 drill back to Siebel CRM via Action Links© 2008 Oracle Corporation – Proprietary and Confidential 106
  • 107. Object Example: Role Identification with Security PeopleSoft PeopleSoft 2 fetches roles from PSROLEUSER via session init block 1 log in Oracle BI 3 user show objects based on matching object security group© 2008 Oracle Corporation – Proprietary and Confidential 107
  • 108. Data Data Security for Siebel CRM Security What data can you see? • Data Security support with Siebel CRM Applications: • Position • Owner • Organization© 2008 Oracle Corporation – Proprietary and Confidential 108
  • 109. Data Data Security for Siebel CRM Security Example: Position Based Security is assigned Position: Sales Manager Analytics User: Sales Manager (is stamped on Data Object) can view Data Object: Account Partner Order© 2008 Oracle Corporation – Proprietary and Confidential 109
  • 110. Data Data Security for Siebel CRM Security Example: Position Based Security ETL Oracle Business Analytics Siebel CRM Warehouse 2 retrieve position hierarchy from the warehouse 1 log in Oracle BI user show data based on security group filters 3© 2008 Oracle Corporation – Proprietary and Confidential 110
  • 111. Data Data Security for PeopleSoft Security 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© 2008 Oracle Corporation – Proprietary and Confidential 111
  • 112. Data Data Security for PeopleSoft Security Example: Operating Unit Based Security PeopleSoft 2 fetches Operating Unit Organization (s) via session init block 1 log in Oracle BI user show data based on security group filters 3© 2008 Oracle Corporation – Proprietary and Confidential 112
  • 113. Data Data Security for PeopleSoft Security Example: HR Business Unit Based Security Managed by HR Organization User: HR Analyst Owned by can view Data Object: HR Data© 2008 Oracle Corporation – Proprietary and Confidential 113
  • 114. Data Organization Based Data Security Security Regular Employee Data Visibility • We extract employee-manager relationships from PS_JOB • A regular employee can only see his data and his subordinates’ data© 2008 Oracle Corporation – Proprietary and Confidential 114
  • 115. Data Organization Based Data Security Security HR Analyst Data Visibility • An HR analyst can see all HR data for an Organization he or she is managing© 2008 Oracle Corporation – Proprietary and Confidential 115
  • 116. Data Organization Based Data Security Security HR Analyst Data Visibility • Within his own Organization, an HR analyst can only see his subordinates’ HR data© 2008 Oracle Corporation – Proprietary and Confidential 116
  • 117. The preceding 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 Oracle’s products remains at the sole discretion of Oracle.© 2008 Oracle Corporation – Proprietary and Confidential 117
  • 118. © 2008 Oracle Corporation – Proprietary and Confidential 118
  • 119. © 2008 Oracle Corporation – Proprietary and Confidential 119

×