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Upgrade Considerations and Strategies for Oracle Business Intelligence Applications


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If you have implemented Oracle Business Intelligence Applications and extended or configured them for your specific analytics requirements, upgrading to newer releases of Oracle Business Intelligence Applications requires careful consideration and planning. Come to this session to hear Oracle experts provide a series of best practice techniques to help you plan and time your upgrade to ensure minimal disruption to your user community and maximum value from the new features in newer releases of the product.

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Upgrade Considerations and Strategies for Oracle Business Intelligence Applications

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  2. 2. ORACLE PRODUCT LOGO <Insert Picture Here> Upgrade Considerations and Strategies for Oracle Business Intelligence ApplicationsHari Cherukupally Wasi Ahmed Vince FontePrincipal Product Manager Sr. Director of Systems Development Solutions ArchitectOracle Business Intelligence Ventura Foods The JM Smuckers Company
  3. 3. Safe Harbor Statements 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. 3
  4. 4. Agenda•  OBIEE 11g <Insert Picture Here>•  Oracle BI Applications•  OBIEE upgrade to 11g – A Case Study•  Oracle BI Applications upgrade to – A Case Study•  Q & A 4
  5. 5. OBIEE 11g 5
  6. 6. Integrated Suite of Tools Improves Decisions Oracle BI Foundation Suite Interactive Dashboards Production Reporting Strategy Maps Predictive Analysis Scorecards Geographic Visualization Embedded in Applications Secure Search Ad-hoc Analysis Office IntegrationBusiness Processes Tablet Mobile Scenario Analysis 6
  7. 7. Oracle BI ApplicationsAn Overview 7
  8. 8. Oracle BI Applications Prebuilt Analytics for Oracle EBS, PeopleSoft, Siebel, JD Edwards, and SAP •  Financials •  Sales •  HR •  Marketing •  Procure & Spend •  Service •  Projects •  Contact Center •  Supply Chain •  Price •  Order Management •  Loyalty •  Logistics •  Financial Services•  Strategic Planning •  Communications•  Planning & Forecasting •  Healthcare•  Profitability Management •  Retail 8
  9. 9. Oracle BI Applications New Release Concurrent with OBIEE11.1.1.5•  Full suite of pre-built CRM and ERP Analytics offerings –  Siebel, PeopleSoft, JD Edwards, E-Business Suite•  Built for and certified with OBIEE –  Adopts 11g presentation features •  Presentation hierarchies, master-detail linking, cascading prompts –  Adopts 11g security model •  Role-based, not group-based –  Unlock new capabilities for BI Apps customers •  Geospatial, scorecard, mobile support, systems management•  Additional important certifications, including: –  Informatica 9.01 HF2 –  Teradata 13.10•  Additional bug fixes and ETL optimizations 9
  10. 10. Uptake of 11g by BI Applications CustomersTwo approaches:•  Upgrade to BI Applications –  Certifies, out of the box support for 11g capabilities –  Recommended choice for net new implementations and existing BI Apps customers needing capabilities alike•  Platform-only upgrade for existing BI Apps deployments –  Fully supported with OBIEE but not without challenges –  Good option for heavily customized deployments with strong need for features 10
  11. 11. <Insert Picture Here>Upgrade 11
  12. 12. Why Upgrade? When to Upgrade ?•  OLTP is Upgraded Best Window•  Latest OBIEE •  OLTP is upgraded –  has new features –  supports newer versions of databases •  Database is Migrated –  has bug fixes •  Reporting Solutions are consolidated•  Latest BI Apps –  has desired content –  supports newer versions of Oracle Applications sources –  Supports newer databases /appliances –  language support –  performance bug fixes•  Potential cost savings on additional maintenance cost –  OLTP Source is out of support –  Database is out of support –  BI component version is out of support 12
  13. 13. Upgrade Process•  Upgrade process is just not the technical process - Requires a lot of planning and involvement from Database Administrators, Business Analysts, QA teams•  Upgrade Team requires understanding of customization done in the implementation•  Requires detailed documentation of any customizations and lots of testing 13
  14. 14. Upgrade to Oracle BI EE 11g Oracle BI EE Oracle BI EE 10.1.3.x 11g•  Platform only upgrades are most common•  Oracle BI EE Platform is typically backward compatible with older versions Analytics Applications, so does not require upgrading the applications•  OBIEE upgrades has significant changes in –  Installation –  Metadata Model Consistency Checks –  Security –  Presentation Services 14
  15. 15. Oracle BI Upgrade Assistant–  Orchestrates upgrade across Oracle BI EE ( –  Moves appropriate files to right places –  Initiates component upgrade routines –  Migrates: •  RPD including RPD Users and Groups to WLS LDAP •  Presentation Services Webcatalog •  Scheduler Schema (Delivers) •  BI Publisher Repository •  BI Publisher Schema –  Not migrated: Configuration files, Custom style sheets, JavaScript 15
  16. 16. Oracle BI Upgrade Assistant 16
  17. 17. BI Application Upgrade – Major Stages Backup/Pre-requisites Upgrade the Application software OBIEE, Informatica, DAC Perform sequentially Upgrade DAC andUpgrade BI repository Upgrade BI web catalog Informatica repositories Upgrade Data Warehouse schema Upgrade Transactional Database Schema Migrate Data 17
  18. 18. Application Upgrade Methodology Web Catalog Upgrade Oracle BI §  NO UI based tool to analyze and merge reports/ Presentation dashboards Dashboards by Role Services §  Forward compatible with new BI Presentation Reports, Analysis / Analytic Services releasesAdministration Workflows Analytics Repository Upgrade Metadata Metrics / KPIs §  Purposeful 3-way merge functionality Oracle BI §  Original OOTB, Customer Modified, Current OOTB Logical Model / Subject Areas Server §  Preserves customer changes and incorporates Physical Map Oracle enhancements Data Warehouse / Data Model ETL & Warehouse Upgrade Direct §  Customization Methodology isolates customer changes Access to Load Process §  Diff tools to determine and reapply changes Source DAC Staging Area ETL §  DW model and data upgrade shipped with each release Data Extraction Process DAC metadata §  Diff tools to determine and reapply changes Oracle JDE Siebel PSFT EDW Other Federated Data Sources 18
  19. 19. BI EE Metadata Merge Process Purposeful 3-Way Merge1.  Perform Equalize process to identify Original.rpd renamed objects and to generate upgrade (from the prior release) IDs for all objects 2 12.  Perform Equalize process to identify renamed objects and to generate upgrade IDs for all objects Equalized Equalized Customized.rpd Latest Master.rpd3.  Decide how to resolve conflicts, and then (Current repository) (latest release) merge Compare, Resolve conflicts4.  Remove inconsistencies arising from the Merge Changes conflict resolution decisions 3 Merged.rpd Customized.rpd + Latest Master.rpd 4 Remove inconsistencies and test with latest data 19
  20. 20. 2 Approaches to Application Upgrade Merge vs Re-implement Re-implement Merge, Resolve, Upgrade•  Reasonable Option when upgrading •  Viable when Upgrading from recent from a release several generations releases ago •  Retaining History is paramount•  Little History – No SCDs, Snapshots or Balances •  Good option for heavily customized•  High Tolerance to Loss of History deployments –  Customizations are complex and not easy to re-•  Customizations under control apply –  Well Documented –  Customizations followed best practices –  Knowledgeable staff•  Data still intact in the source •  Source Data is archived or purged –  Not archived –  Not purged 20
  21. 21. <Insert Picture Here>UPGRADING TO OBIEE11GCase Study – Ventura Foods 21
  22. 22. E      R                            I   Upgrade  to  11g   Upgrade  Considera(on     Informa(on  Technology  Services  
  23. 23. Project Approach – Strategic View ths   Evolu>onary  Approach   n 3  mo PLC       •  Implement  features  for  Business   Performance  Management  &  Evolve  to   ths   Planning   y     Business  Intelligence   n xi t 3  mo Strategic  Planning,   •  Use  itera>ve  development  to  beTer  meet   user  requirements  including  power  users,   mple Marke>ng,   brokers,  suppliers,  and  customer   Budge>ng/Planning   ths   BI    Co n Focus  on  Finance,  Sales,  Ops     3  mo   Data  Mining,  Analy>cs,  Time e  & Scenario  Planning   •  Build  on  exis>ng  metrics   ths   alu BPM   •  Incorporate  current  GUI  technology   n •  Build  capability  for  User  Created  Queries   4  mo ess  V Execu>ve  Dashboards,  Other   Business  Units   Support  Base  JDE  Roll  Out    Busin ths   JDE  Rollout  Centric   •  Implement  GUI  to  work  with  Legacy  Data   n Opera>ons    Dashboards,  Financial     &  JDE  (post  migra>on)  6  mo Dashboards,  Sales  Dashboards,  Pre-­‐Defined   •  Dashboards  help  assess  impact  of  FOCUS   Reports,  Pre-­‐Defined  and  Ad  hoc  Reports   •  Opera>onal  Repor>ng   Informa(on  Technology  Services   23  
  24. 24. Current Reporting Architecture and Environment User  Created     User  Created     Reports   Reports   SQL   DataTracker   CSV   TL   Files   E TMS    (DB2)   Legacy  (DB2)   JDE     TPMS  (FoxPro)   Legacy  (DB2)  User  Created  Reports   Informa(on  Technology  Services   24  
  25. 25. Single Integrated PlatformTMS,  TPMS,  HRIS,   PLC,  Others     Other  External   Sources  such  as   Legacy     product  data,   industry,  CBOT,   JDE     etc.   Integrated  Data  Warehouse  with     user-­‐centric  divisional  marts   Informa(on  Technology  Services   25  
  26. 26. Architectural Options ORACLE   GUI    OBIEE11g   Data  Marts   Build   BI  Apps:   ETL   Inform-­‐ a>ca   Database   IBM  DB2     Enterprise   Opera>ng     AIX   System  Hardware  (CPU,   IBM  i5  Series   RAM,  Disks)     Informa(on  Technology  Services   26  
  27. 27. Upgrade Consideration – Why the Upgrade?•  The  ra>onale  behind  for  us  to  upgrade  are  as  follows:   ►  Most  important-­‐  beTer  “UI”  compare  to  10g.   ►  Mobile  availability  –  iPad  deployment.   ►  BeTer  integra>on  wit  BI  Publisher  –  JDE  reports  dependency.   ►  Upgrade  BI  Apps/Data  Marts.   ►  BeTer  Skins  &  Styles  in  11g.   ►  Look  and  feel  of  Charts  .   ►  Users  input.  (  COGNOS  and  OBIEE  10g)           Informa(on  Technology  Services   27  
  28. 28. Upgrade Consideration - Customization•  What  happens  to  any  customiza>on  done  in  10g?   ►  Metadata  in  the  RPD  is  migrated  to  11g  as  part  of  the  RPD.     ►  Metadata  in  the  RPD  will  be  migrated  intact  which  would  include  all  hierarchies   ►  If  the  customiza>ons  are  at  the  file  level  like  XML  message  files  or  Skins  and  Styles,   then  you  will  need  to  make  those  changes  within  11g  manually.   ►  How  about  the  addi>onal  skins  &  style  customiza>ons  for  look  &  feel?   •  Skins  &  Styles  will  need  to  be  re-­‐applied  manually  in  11g.   ►  Are  the  look  and  feel  of  Charts  affected  post  upgrade?   •  Some  aspects  of  char>ng  will  change  because  a  new  char>ng  engine  is  being  deployed  under   11g.   ►  Dashboard  and  reports  editors  will  be  changed    -­‐  you  will  need  some  re-­‐training.   ►  Customiza>on  of  branding  need  to  be  redone  as  well?         -­‐  Take  a  inventory  of  all  of  your  customiza>on.     Informa(on  Technology  Services   28  
  29. 29. Upgrade Consideration - Security•  How  does  the  security  model  convert?   -­‐  Users  and  Groups  that  you  may  have  in  your  10g  RPD  file  will  be  migrated  into  the   Fusion  Middleware  component  which  has  its  own  LDAP.   -­‐  All  securi>es  are  now  maintained  and  administered  in  FUSION  Middleware   -­‐  Need  to  have  a  good  understanding  and  working  knowledge  of  Web  Logic  Web   Server   Informa(on  Technology  Services   29  
  30. 30. Upgrade Consideration - Performance•       How  about  the  cache  in  the  enterprise  environment?   •  Need  to  reset  and  re-­‐load  all  cache.   •  The  cache  files  do  not  get  migrated.  You  will  need  to  re-­‐cache  your  reports  and  dashboards.     •  Load  up  with  memory  –  12GB  looks  like  what  did  the  trick  in  our  lab  semng..•  What  happens  to  customiza>ons  in  ETL  mappings?                ETL  is  not  affected.  The  ETL  is  external  to  the  upgrade.   Informa(on  Technology  Services   30  
  31. 31. Upgrade Consideration – Common Issues•  The  Administrator  user  that  existed  in  10g  no  longer  exists  in  11g.     ►  Manual  re-­‐work  in  this  area.  We  did  not  find  any  easy  way  for  conver>ng.   ►  This  is  handled  through  Fusion  Middleware  Enterprise  Manager  as  well  as  passwords.   ►  Should  have  a  good  working  knowledge  of  Weblogic.   ►  Performance  is  beTer  if  you  have  J-­‐Rocket  java  VM.  •  Most  issues  that  have  had  are  around  consistency  checks  failing  in  the  RPD  and  report   func>onality  not  working  as  before  in  the  catalog.   ►  Much  more  rigorous  checking  •  Memory  –  Needed  far  more  memory  than  specified  in  MTR     ►  12  GB  seems  to  do  the  trick.   Informa(on  Technology  Services   31  
  32. 32. Upgrade Consideration - Timeline•  The  >me  for  us  to  upgrade  took  about  8  weeks.   ►  About  2  weeks  to  migrate  and  validate  all  RPDs  and  Marts.   ►  About  4  weeks  to  resolve  some  specific  informa>ca/AIX  issue   ►  3  weeks  of  tes>ng.   ►  1  Weeks  of  training  and  re-­‐valida>on.   Informa(on  Technology  Services   32  
  33. 33. <Insert Picture Here>UPGRADING BI APPLICATIONSCase Study - The J.M. Smucker Company 33
  34. 34. The J.M. Smucker CompanyUpgrade Considerations andStrategies for Oracle BusinessIntelligence ApplicationsVince Fonte – Solution Architect – The J.M. Smucker Company
  35. 35. The J.M. Smucker Company Background1897 •  Founded in 1897 by Jerome M. Smucker" •  Headquartered in Orrville, Ohio" •  Leading North American brands" •  Family run for five generations" •  Commitment to integrity, trust, and quality"
  36. 36. The J.M. Smucker Company Transformational Net Sales ($ in Millions) Growth $4,826 $5.0 $4.0 $3,758 $3.0 $2,044 $2,148 $2.0 $1,270 $1.0 $615 $0.0 FY2001 FY2003 FY2005 FY2007 FY2009 FY2011
  37. 37. The J.M. Smucker Company Agenda•  Rationale•  Planning•  Process•  Lessons Learned•  Adoption•  Summary
  38. 38. The J.M. Smucker Company Rationale•  Substantial Business Case to implement Procurement and Spend subject area. OBIA 7.9.6 was a prerequisite for the business case.•  Procurement and spend subject area would enable development of strategies to leverage our corporate purchases and organizations across the Company•  Update to current version to prepare for the future
  39. 39. The J.M. Smucker Company Planning•  Estimation Considerations –  Number of subject areas already implemented and how customized were they? –  Source systems – were they customized, are they upgrading or changing? –  Knowledgeable staff – Solution Architect, ETL, and RPD. Have they been through an upgrade before? Highly recommend adding a solution architect consultant to the project who has been thru an OBIA upgrade before.•  Timeline –  3 months with the following resources•  Resources –  1 Solution Architect –  2-3 ETL Resources –  2-3 RPD Resources
  40. 40. The J.M. Smucker Company Upgrade Process•  Reviewed Upgrade Enhancements and changes.•  Prepared database for upgrade and baseline for regression testing.•  Installed Upgrade software.•  Upgraded DAC and Informatica Respository.•  Upgrade (Replace) OBIA RPD and then merge with the existing RPD.
  41. 41. The J.M. Smucker Company Upgrade Process - Continued•  Upgrade (Merge) OBI Webcat•  Detail review of data model –  Goal was to remove customization made in prior subject areas and use the out of the box if possible.•  Regression Test•  Deploy
  42. 42. The J.M. Smucker Company Lessons Learned•  Leverage Experience OBIA Upgrade Resources –  We used Oracle Professional Services consultant as Solution Architect.•  Limit project to the OBIA upgrade only. –  We also rolled out Procurement and spend subject area concurrently.•  Limit customization to OBIA subject areas as you roll them out especially the ETL, Data Model, and RPD. –  You will have to re-do them with each upgrade. –  Conform to OBIA’s customization process.•  Stay connected with Oracle for patches•  Regression Test - Ensures quality deliverable
  43. 43. The J.M. Smucker Company Adoption•  Procurement and Spend subject area has been very well received and they want more.•  Planning wider rollout of procurement and spend subject area.
  44. 44. The J.M. Smucker Company Summary•  Tie upgrade to business need.•  Leverage Experience OBIA Upgrade Resources.•  Limit project to the OBIA upgrade only.•  Stay connected with Oracle for patches
  45. 45. Q&A 45
  46. 46. Useful Links dacupgrade.htm#CIACAIFJ 46
  47. 47. BI Applications Demo Pods Demo Pod Exhibit Hall (Pod #)Human Resources Analytics Moscone South (S278)Supply Chain and Order Management Analytics Moscone South (S276)CRM Analytics Moscone South (S281)Financial Analytics Moscone South (S279)Procurement and Spend Analytics Moscone South (S280)Project Analytics Moscone South (S277)Oracle EPM and BI Applications Dynamic Duo Moscone West (W134)BI Applications Hands On Lab (HOL)Transform Oracle Applications Data into Insights with Oracle Marriott Marquis - Salon 5/6Business Intelligence Applications 47
  48. 48. BI Applications Demo Pods – Moscone South Moscone South Pods: §  Human Resources Analytics (S278) §  Supply Chain and Order Management Analytics (S276) §  CRM Analytics (S281) §  Financial Analytics (S279) §  Procurement and Spend Analytics (S280) §  Project Analytics (S277) 48
  49. 49. BI Applications Demo Pods – Moscone WestOracle EPM and BI Applications Dynamic Duo (W134) 49
  50. 50. Safe Harbor StatementsThe preceding is intended to outline our general productdirection. It is intended for information purposes only, andmay not be incorporated into any contract. It is not acommitment to deliver any material, code, or functionality,and should not be relied upon in making purchasingdecisions.The development, release, and timing of any features orfunctionality described for Oracle’s products remains at thesole discretion of Oracle. 50
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