51228145 bi-apps-architecture

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51228145 bi-apps-architecture

  1. 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. 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. 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. 4. © 2008 Oracle Corporation – Proprietary and Confidential 4
  5. 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. 6. <Insert Picture Here>Oracle BI Applications Architecture
  7. 7. Program Agenda Overview of Oracle BI Applications Oracle BI Applications Architecture Q&A© 2008 Oracle Corporation – Proprietary and Confidential 7
  8. 8. <Insert Picture Here> Product Overview© 2008 Oracle Corporation – Proprietary and Confidential 8
  9. 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. 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. 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. 12. <Insert Picture Here> Technical Overview© 2008 Oracle Corporation – Proprietary and Confidential 12
  13. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 25. ETL Mapping Example – Product Dimension Configuration Example – Slowly Changing Dimension© 2008 Oracle Corporation – Proprietary and Confidential 25
  26. 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. 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. 28. Incremental Extraction and Load DAC Parameter Setting for Prune Days© 2008 Oracle Corporation – Proprietary and Confidential 28
  29. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 47. BI Applications – Prebuilt Metadata Example Physical to Business Model Mapping© 2008 Oracle Corporation – Proprietary and Confidential 47
  48. 48. BI Applications – Prebuilt Metadata Example Business Model to Presentation Mapping© 2008 Oracle Corporation – Proprietary and Confidential 48
  49. 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. 50. BI Applications – Prebuilt Metadata Example Hierarchies – Plant Location Example© 2008 Oracle Corporation – Proprietary and Confidential 50
  51. 51. BI Applications – Prebuilt Metadata Example Rich Dimensional Attributes© 2008 Oracle Corporation – Proprietary and Confidential 51
  52. 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. 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. 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. 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. 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. 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. 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. 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. 60. Deployment OptionsStandalone Interactive Dashboards BI in a Portal via JSR-168/WSRP© 2008 Oracle Corporation – Proprietary and Confidential 60
  61. 61. Deployment Options Embedded Directly in Applications E-Business Suite PeopleSoft Siebel© 2008 Oracle Corporation – Proprietary and Confidential 61
  62. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 73. © 2008 Oracle Corporation – Proprietary and Confidential 73
  74. 74. <Insert Picture Here> BACKUP SLIDES© 2008 Oracle Corporation – Proprietary and Confidential 74
  75. 75. ETL© 2008 Oracle Corporation – Proprietary and Confidential 75
  76. 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. 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. 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. 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. 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. 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. 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. 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. 84. Employee Dimension populated from PeopleSoft SIL_EmployeeDimension© 2008 Oracle Corporation – Proprietary and Confidential 84
  85. 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. 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
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