A Walk Through the Kimball ETL Subsystems with Oracle Data Integration

1. info@rittmanmead.com www.rittmanmead.com @rittmanmead Michael Rainey | Oracle OpenWorld 2015 A Walk Through the Kimball ETL Subsystems with Oracle Data Integration Solutions 1

2. info@rittmanmead.com www.rittmanmead.com @rittmanmead Introduction 2 • Michael Rainey - Data Integration Practice Lead - America - Oracle Data Integration expert • GoldenGate and Oracle Data Integrator • BI Applications 11g - Blogger, instructor, speaker - Oracle ACE @mRainey

3. info@rittmanmead.com www.rittmanmead.com @rittmanmead About Rittman Mead 3 •World’s leading specialist partner for technical excellence, solutions delivery and innovation in Oracle Data Integration, Business Intelligence, Analytics and Big Data •Providing our customers targeted expertise; we are a company that doesn’t try to do everything… only what we excel at •70+ consultants worldwide including 1 Oracle ACE Director and 3 Oracle ACEs •Founded on the values of collaboration, learning, integrity and getting things done Optimizing your investment in Oracle Data Integration •Comprehensive service portfolio designed to support the full lifecycle of any analytics solution

4. info@rittmanmead.com www.rittmanmead.com @rittmanmead 4 Visual Redesign Business User Training Ongoing SupportEngagement Toolkit Average user adoption for BI platforms is below 25% Rittman Mead’s User Engagement Service can help

5. info@rittmanmead.com www.rittmanmead.com @rittmanmead What’s Most Important for YOU in Data Integration? 5 • Big data?

6. info@rittmanmead.com www.rittmanmead.com @rittmanmead What’s Most Important for YOU in Data Integration? 5 • Big data? • Cloud?

7. info@rittmanmead.com www.rittmanmead.com @rittmanmead What’s Most Important for YOU in Data Integration? 5 • Big data? • Cloud? • Financial Reporting on “one version of the truth”?

8. info@rittmanmead.com www.rittmanmead.com @rittmanmead Let’s take a walk…and talk about ETL 6

9. info@rittmanmead.com www.rittmanmead.com @rittmanmead Wait! What are Kimball ETL Subsystems? Do you all know of Ralph Kimball? 7 www.kimballgroup.com

10. info@rittmanmead.com www.rittmanmead.com @rittmanmead Wait! What are Kimball ETL Subsystems? Do you all know of Ralph Kimball? 7 www.kimballgroup.com Ralph Kimball founded the Kimball Group. Since the mid-1980s, he has been the DW/BI industry’s thought leader on the dimensional approach and trained more than 20,000 students. Prior to working at Metaphor and founding Red Brick Systems, Ralph co-invented the first commercially- available workstation with a graphical user interface at Xerox’s Palo Alto Research Center (PARC). Ralph has his Ph.D. in Electrical Engineering from Stanford University.

11. info@rittmanmead.com www.rittmanmead.com @rittmanmead The Kimball Group Do you all know of Ralph Kimball? 8

12. info@rittmanmead.com www.rittmanmead.com @rittmanmead The Kimball 34 Subsystems of ETL 9 • Extracting Data - Data Profiling - Change Data Capture System - Extract System

13. info@rittmanmead.com www.rittmanmead.com @rittmanmead The Kimball 34 Subsystems of ETL 10 • Cleaning and Conforming Data - Data Cleansing System - Error Event Schema - Audit Dimension Assembler - Deduplication System - Conforming System

14. info@rittmanmead.com www.rittmanmead.com @rittmanmead The Kimball 34 Subsystems of ETL 11 • Delivering Data for Presentation - Slowly Changing Dimension Manager - Surrogate Key Generator - Hierarchy Manager - Special Dimensions Manager - Fact Table Builders - Surrogate Key Pipeline - Late Arriving Data Handler - Multi-Valued Dimension Bridge Table Builder - Dimension Manager System - Fact Provider System - Aggregate Builder - OLAP Cube Builder - Data Propagation Manager

15. info@rittmanmead.com www.rittmanmead.com @rittmanmead The Kimball 34 Subsystems of ETL 12 • Managing the ETL Environment - Job Scheduler - Backup System - Recovery and Restart System - Version Control System - Version Migration System - Workflow Monitor - Sorting System - Lineage & Dependency Analyzer - Problem Escalation System - Parallelizing / Pipelining System - Security System - Compliance Manager - Metadata Repository Manager

16. info@rittmanmead.com www.rittmanmead.com @rittmanmead Oracle Data Integration Solutions 13 Copyright*©*2015,*Oracle*and/or*its*aﬃliates.*All*rights*reserved.**|* Oracle*Open*World*2015* 1* NoETL*Engine* 100%*NaEve*Data* TransformaEon* Data$ Integrator$ Big$Data$ Prepara/on$ GoldenGate$ Data$ Quality$ Data$Service$ Integrator$ Metadata$ Management$ NonIinvasive*CDC,* RealEme*streaming* data*delivery* Proﬁle,*Cleanse,* Match,*and* Remediate*Data* Prepare,*Secure,* Enrich*and*Publish* Unstructured*Data* Catalog,*Trace*and* View*Models*across* the*Enterprise* Federate*Data* Across*DBs,*Services* and*ApplicaEons*

17. info@rittmanmead.com www.rittmanmead.com @rittmanmead Now let’s take a walk through the ETL Subsystems 14

18. info@rittmanmead.com www.rittmanmead.com @rittmanmead Who’s coming with us? 15

19. info@rittmanmead.com www.rittmanmead.com @rittmanmead Data model - where we’re going 16

22. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data 17 • Data Profiling - Oracle Enterprise Data Quality • Change Data Capture System • Extract System - Oracle Data Integrator - Oracle GoldenGate

24. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Data Profiling with EDQ 18

30. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Data Profiling with EDQ 19 • Small dataset due to sampling percentage

31. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Data Profiling with EDQ 19 • Small dataset due to sampling percentage • _projectid looks like a primary key

32. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Data Profiling with EDQ 19 • Small dataset due to sampling percentage • _projectid looks like a primary key • Investigate school_district blanks

33. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Data Profiling with EDQ 19 • Small dataset due to sampling percentage • _projectid looks like a primary key • Investigate school_district blanks

34. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Oracle Data Integrator 20 • Extract from many different systems? Yes! - Multiple technologies OOTB - Custom technologies can be added • Data Server - connection to the data source - Physical Schema - Logical Schema

35. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Oracle Data Integrator 20 • Extract from many different systems? Yes! - Multiple technologies OOTB - Custom technologies can be added • Data Server - connection to the data source - Physical Schema - Logical Schema

36. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Oracle Data Integrator 21 • Models - Based on a single data source • Datastores - Logically represent a table, file, XML, etc - Reverse engineer or build manually

37. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Oracle Data Integrator 21 • Models - Based on a single data source • Datastores - Logically represent a table, file, XML, etc - Reverse engineer or build manually

38. info@rittmanmead.com www.rittmanmead.com @rittmanmead City Extracting Data - Oracle Data Integrator 21 • Models - Based on a single data source • Datastores - Logically represent a table, file, XML, etc - Reverse engineer or build manually

39. info@rittmanmead.com www.rittmanmead.com @rittmanmead City Extracting Data - Oracle Data Integrator 21 • Models - Based on a single data source • Datastores - Logically represent a table, file, XML, etc - Reverse engineer or build manually State

40. info@rittmanmead.com www.rittmanmead.com @rittmanmead City Extracting Data - Oracle Data Integrator 21 • Models - Based on a single data source • Datastores - Logically represent a table, file, XML, etc - Reverse engineer or build manually State Zip Code

41. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Oracle Data Integrator 22

44. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Changed Data Only 23 • Change Data Capture - Extract only the changed data since the last ETL extract • Methods - Audit columns - Timed extract - Full “diff compare” - Database log scraping

45. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - Changed Data Only 23 • Change Data Capture - Extract only the changed data since the last ETL extract • Methods - Audit columns - Timed extract - Full “diff compare” - Database log scraping

46. info@rittmanmead.com www.rittmanmead.com @rittmanmead Extracting Data - CDC with Oracle GoldenGate 24

53. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming Data 27 • Data Cleansing System - ODI & EDQ • Error Event Schema - Built on ODI E$ tables • Audit Dimension Assembler • Deduplication System - EDQ • Conforming System

54. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - Data Cleansing System 28 • ODI - Check Knowledge Module - Check logical constraints - “Bad” data moves to error table • EDQ - Data cleansing audit processors

55. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - ODI Constraints 29

67. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - EDQ Data Cleansing 31

71. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - Error Event Schema 32 Image From: Ralph Kimball. “The Data Warehouse Lifecycle Toolkit.” iBooks. https://itun.es/us/lon6z.l

72. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - Error Event Schema 32 SNP_LP_RUN SNP_COND SNP_KEY SNP_JOIN SNP_CHECK_TAB Image From: Ralph Kimball. “The Data Warehouse Lifecycle Toolkit.” iBooks. https://itun.es/us/lon6z.l

73. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - Error Event Schema 32 SNP_LP_RUN SNP_COND SNP_KEY SNP_JOIN SNP_CHECK_TAB E$ Tables Image From: Ralph Kimball. “The Data Warehouse Lifecycle Toolkit.” iBooks. https://itun.es/us/lon6z.l

74. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - Deduplication System 33

75. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming - Deduplication System 33

76. info@rittmanmead.com www.rittmanmead.com @rittmanmead Cleaning and Conforming Data 34 • Data Cleansing System - ODI & EDQ • Error Event Schema - Built on ODI E$ tables • Audit Dimension Assembler • Deduplication System - EDQ • Conforming System

77. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data 35 • Slowly Changing Dimension Manager • Surrogate Key Generator • Hierarchy Manager • Special Dimensions Manager • Fact Table Builders • Surrogate Key Pipeline • Late Arriving Data Handler •Multi-Valued   Dimension Bridge Table Builder •Dimension Manager System •Fact Provider System •Aggregate Builder •OLAP Cube Builder •Data Propagation Manager

78. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data 36 • Slowly Changing Dimension Manager - ODI Integration Knowledge Module - Set SCD behavior type for each  target column • Surrogate Key Generator - Database Sequence objects and ODI Sequences • Fact Table Builder - Lookups in ODI

79. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - Slowly Changing Dimension in ODI 37

82. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - SCD in ODI - Surrogate Keys 38

83. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - SCD in ODI - Surrogate Keys 38

84. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - SCD in ODI - Surrogate Keys 38 Additional audit columns

85. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - SCD in ODI - Surrogate Keys 38 Additional audit columns

86. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - Fact Table Builder 39

87. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data - Fact Table Builder 39

88. info@rittmanmead.com www.rittmanmead.com @rittmanmead Delivering Data 40 • Slowly Changing Dimension Manager - ODI Integration Knowledge Module - Set SCD behavior type for each  target column • Surrogate Key Generator - Database Sequence objects and ODI Sequences • Fact Table Builder - Lookups in ODI

89. info@rittmanmead.com www.rittmanmead.com @rittmanmead Managing the ETL Environment 41 • Job Scheduler • Backup System • Recovery and Restart System • Version Control System • Version Migration System • Workflow Monitor • Sorting System • Lineage &   Dependency Analyzer • Problem Escalation System • Parallelizing / Pipelining System • Security System • Compliance Manager • Metadata Repository Manager

90. info@rittmanmead.com www.rittmanmead.com @rittmanmead Managing the ETL Environment - Job Scheduler 42 • Create ODI schedule on execution object - Tied to an agent and context • Limited flexibility - Custom Fiscal Month end, for example

91. info@rittmanmead.com www.rittmanmead.com @rittmanmead Managing the ETL Environment - Job Scheduler 43 • Alternative to ODI scheduler - external scheduling tool - ODI Scenarios and Load Plans can be executed via command line script or web service  ./startloadplan.sh LOAD_EDW GLOBAL 6   -AGENT_URL=http://localhost:20910/oraclediagent

92. info@rittmanmead.com www.rittmanmead.com @rittmanmead 12.2.1 Managing the ETL Environment - Version Control/Migration 44 • ODI 12.2.1 Lifecycle Management - Integrated with Subversion - Deployment Archives for code  migration between environments

93. info@rittmanmead.com www.rittmanmead.com @rittmanmead Managing the ETL Environment - Workflow Monitor 45

96. info@rittmanmead.com www.rittmanmead.com @rittmanmead Managing the ETL Environment - Workflow Monitor 45 Drilldown from ODI Session to SQL detailed activity report Obtain real-time and historical agent statistics

97. info@rittmanmead.com www.rittmanmead.com @rittmanmead Managing the ETL Environment 46 • Job Scheduler • Backup System • Recovery and Restart System • Version Control System • Version Migration System • Workflow Monitor • Sorting System • Lineage &   Dependency Analyzer • Problem Escalation System • Parallelizing / Pipelining System • Security System • Compliance Manager • Metadata Repository Manager

98. info@rittmanmead.com www.rittmanmead.com @rittmanmead Where did we end up? 47 • The Kimball ETL Subsystems will guide your data warehouse program • Oracle Data Integration can help you fully implement the ETL Subsystems - Extract, Load, Transform with ODI and GoldenGate - Profile and cleanse data with Enterprise Data Quality

99. info@rittmanmead.com www.rittmanmead.com @rittmanmead Where did we end up? One version of the truth… 48

100. info@rittmanmead.com www.rittmanmead.com @rittmanmead Questions? 49

101. info@rittmanmead.com www.rittmanmead.com @rittmanmead Questions? 50 • Websites: - www.kimballgroup.com - www.rittmanmead.com/blog • Contact: - info@rittmanmead.com - michael.rainey@rittmanmead.com • Twitter - @rittmanmead - @mRainey

102. info@rittmanmead.com www.rittmanmead.com @rittmanmead Rittman Mead Sessions 51 No Big Data Hacking—Time for a Complete ETL Solution with Oracle Data Integrator 12c [UGF5827] Jérôme Françoisse | Sunday, Oct 25, 8:00am | Moscone South 301 Empowering Users: Oracle Business Intelligence Enterprise Edition 12c Visual Analyzer [UGF5481] Edelweiss Kammermann | Sunday, Oct 25, 10:00am | Moscone West 3011 A Walk Through the Kimball ETL Subsystems with Oracle Data Integration Solutions [UGF6311] Michael Rainey | Sunday, Oct 25, 12:00pm | Moscone South 301 Oracle Business Intelligence Cloud Service— Moving Your Complete BI Platform to the Cloud [UGF4906] Mark Rittman | Sunday, Oct 25, 2:30pm | Moscone South 301 Oracle Data Integration Product Family: a Cornerstone for Big Data [CON9609] Mark Rittman | Wednesday, Oct 28, 12:15pm | Moscone West 2022 Developer Best Practices for Oracle Data Integrator Lifecycle Management [CON9611] Jérôme Françoisse | Thursday, Oct 29, 2:30 pm | Moscone West 2022