206530 getting started with p6 analytics and reporting

1 Copyright © 2013, Oracle and/or its affiliates. All rights
reserved.

reserved.
LOGO
Presenting with
Get Started with Oracle Primavera Analytics
and Enterprise Reporting #206530
Brian Diehl, Director Development, Oracle Primavera GBU
ORACLE
PRODUCT
LOGO

reserved.
Safe Harbor
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.

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Program Agenda
• Overview and Expectations
• Primavera Reporting and Analytics Landscape
• Publish Project Services
• BI Publisher Enterprise Reporting
• ETL Process
• BI Server and Catalog

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OVERVIEW AND EXPECTATIONS

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Overview and Expectations
• Received this error
trying to connect to
my BI Server
I Feel Your Pain

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• This session will not answer all the questions and solve
all the issues
• The new environment for Reporting and Analytics with
Primavera is complex
• Personally encounter the most problems when following
TODOs but really don’t understand what is happening
Expectations

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Pieces of the Puzzle
Publisher Project Services BI Publisher Reporting
STAR Schema and ETL OBIEE BI Server and
Dashboards
Reporting and
Analytics

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• Cover the key components
• Highlight some of the pain points
• Provide ways to smooth the process
• Will identify key points as with HOT SPOT tag
• Don’t confuse this presentation with Best Practices
• This is about getting something available quickly
Content

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PRIMAVERA REPORTING AND ANALYTICS
LANDSCAPE

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Primavera Reporting and Analytics Landscape
Ad-hoc
Analysis
Proactive
Detection
and Alerts
MS Office
Plug-in
Reporting &
Publishing
Interactive
Dashboards
Disconnected
Analytics
Oracle
BI Server
OLTP & ODS
Systems
Data Warehouse
Data Mart
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
Business
Process
Multidimensional Calculation and Integration Engine
Intelligent Caching Services
Enterprise Business Model and Abstraction Layer
Intelligent Request Generation and Optimized Data Access Services
Web
Services
Unified Business Intelligence Infrastructure

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Primavera Big Picture
Primavera P6
Transactional
Database
Primavera Data
Warehouse (Star)
SAP, Oracle
PeopleSoft, Siebel,
Custom Apps
Files
Excel
XML
OBIEE
BI Server
BI Publisher
Primavera Data Services - Publish Project
- Primavera ETL
Ad-hoc
Analysis
Proactive
Detection
and Alerts
Reporting &
Publishing
Interactive
Dashboards

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Timeline: TODO
ERDB 6.0
• First time physical storage
of calculations
• Basic Project Fact
2008 2009 2010 Dec 2011
Analytics 1.0 and RDB
2.0
• Support for OBIEE
3.0
• History
3.1
• Slowly Changing
Dimensions (SCD)
• Much deeper history
ERDB 6.2.1
• First Oracle Primavera
version
2.2
• Support PX Services
May 2011 2013

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PUBLISH PROJECT SERVICES

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Publish Project Services
• Everything starts here
• Many common problems can be root-caused to missing
calculations
• Primavera Analytics 2.0 and beyond depends entirely on
the data from Publish Services
Foundation to Everything

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• Publisher Project (PX) Services provide:
– Physical security calculations for Projects and Resource access
– Calculated field values for enterprise data
– Project Arbiter Services for seamless scheduling of project
recalculations
– Individual project recalculations
What Publish Does

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HOT SPOT: Admin Configuration
• Services driven by the P6 Job
Services
• These run on P6 application service
• ACTION: Verify you have an
updated configuration.
 The configuration name should not be in
Red
 Active Mode set to True

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HOT SPOT: Publication Period
• From Administer -> Application Settings
– Choose Services
• Publication Period controls the
creation of spread data
• This is a rolling windows from the
Start Date to n years from the
current date
• ACTION: Choose a sensible interval
• ACTION: Pick an appropriate Start
Date to see detailed data in the past

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HOT SPOT: Project Publication
– Choose Services
• Control how projects are updated
• By default we check every minute
for potential projects to update
– By number of changes
– By time passing regardless of number of
changes
– User trigger via Publish Project option
• ACTION: Verify this is Enabled
• ACTION: Keep the defaults

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HOT SPOT: Project Publication
• From Project tab->EPS page
• Columns are available to view
publication information for each
project
• ACTION: Make sure Enable
Publication is checked
• ACTION: Verify the last time
project was published
• ACTION: Use priority to make
sure important projects have
priority
PX_PRIORITY

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HOT SPOT: Check Project Jobs
• From Project tab->Activities page
• Choose View Service Status… from the
Action menu
• Individual project job status can be view

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HOT SPOT: Check Enterprise Jobs
• ACTION: Verify all services are enabled
• ACTION: Check last run and verify Next
Run is before your ETL

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DEEP CUT: JOBSVC
• All process are control via records in the
JOBSVC Table
– Four enterprise services
– Project Arbiter
– Individual project jobs
• Project jobs (JT_Project) has the PROJ_ID
in field JOB_TYPE_KEY
• ACTION: Optionally monitor job status view
SQL*PLUS or any database connection
• ACTION: Check for failed jobs
SQL> l
1 select job_type, status_code, count(*)
2 from jobsvc
3* group by job_type, status_code
SQL> /
JOB_TYPE STATUS_CODE COUNT(*)
-------------------- -------------------- ----------
JT_EnterpriseData JS_Complete 1
JT_ResourceMgmt JS_Complete 1
JT_EnterpriseSum JS_Complete 1
JT_ProjectArbiter JS_Complete 1
JT_Security JS_Complete 1
JT_Project JS_Complete 241
6 rows selected.

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BI PUBLISHER ENTERPRISE REPORTING

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BI Publisher Enterprise Reporting
• BI Publisher the Oracle enterprise reporting tool
• BI Publisher is part of OBIEE suite but…
• …BI Publisher is a deployable J2EE application
• BI Publisher can be deploy manually in WebLogic
The Real BI Publisher

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• As part of full OBIEE installation BI
Publisher is automatically deployed
• Login to WebLogic console
• Listed as bipublisher in the Deployments
BI Publisher OBIEE Deployment

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• BI Publisher can be deploy manually to an
application server
• Some instructions:
http://www.rittmanmead.com/2009/10/installi
ng-bi-publisher-into-weblogic-servier-11g/
• 10g instructions but still useful:
http://docs.oracle.com/cd/E12844_01/doc/bi
p.1013/e12690/T434820T487783.htm
Manual Deployment

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• BI Publisher support multiple authentication
modes
– BI Publisher internal
– LDAP (common)
– Database
• It can be easy to loose access when
changing security
• ACTION: Enable a Local Superuser name
and password immediately ( Administration
-> Security Configuration )
HOT SPOT: Local Super User

reserved.
• The XMLP directory is the key directory for
BI Publisher
• Contains your configuration files
– Security Configuration
– Data sources (JDBC)
• ACTION: Verify the location is correct (
Administration -> Server Configuration )
• ACTION: Check directory. Should contains
Admin folder
HOT SPOT: Configuration Location

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• Security configuration is stored in the
XMLP/Admin/Configuration folder
• The file is an xml file xmlp-server-config.xml
• This stores the settings for edits on
Administration -> Security Configuration
page
• BONUS ACTION: Make a backup of this file
before you attempt any major security
changes
DEEP CUT: Security Config File
<xmlpConfig xmlns="http://xmlns.oracle.com/oxp/xmlp">
<property name="SUPERUSER_PASSWORD"
value="BE6E5DEAFEEGIINEG933IF33A0B"/>
<property name="MONITORING_ENABLED" value="false"/>
<property name="SUPERUSER_USERNAME" value="sa"/>
<property name="SAW_PASSWORD" value=""/>
<property name="GUEST_FOLDER" value="false"/>
<property name="SAW_SERVER" value=""/>
<property name="SAW_USERNAME" value="Administrator"/>
<property name="SAW_VERSION" value="v4"/>
<property name="ENABLE_SUPERUSER" value="true"/>
<property name="COMPRESS_REPORT_OUTPUT" value="false"/>
<property name="SECURITY_MODEL" value="LDAP"/>
<property name="LDAP_PROVIDER_ADMIN_PASSWORD_ENC"
value="83F3F88HNG88UEH392HF33D"/>
……
<property name="LDAP_PROVIDER_GROUP_SEARCH_ROOT"
value="ou=development,dc=pgbu,dc=com"/>
<property name="AUDIT_ENABLED" value="false"/>
<property name="LDAP_PROVIDER_FACTORY"
value="com.sun.jndi.ldap.LdapCtxFactory"/>
<property name="ONLINE_TEMPLATE_BUILDER" value="false"/>
<property name="LDAP_PROVIDER_USER_DN" value="dc=pgbu,dc=com"/>
</xmlpConfig>

reserved.
• The XMLP directory is also the location of
Shared Folder
• For quick setup, recommend using File
System for report catalog storage
• Any directory created under Reports will
show up in Shared Folder in BI Publisher
• This is the location of the critical P6 Reports
directory
HOT SPOT: Report Location

reserved.
• P6 must be configure with BI Publisher
installation information
– URL pointing to BI Publisher Web Service WSDL
– Root location of P6 Reports
– Authentication to a BI Publisher ADMIN
• ACTION: Verify your URL. Remember that
this needs to be valid from the P6 server.
You should see the contents of the WSDL
• ACTION: Make sure you have the P6 report
folder in XMLP/Reports directory
• ACTION: Use the Local Super User as your
admin connection to the BI Server
HOT SPOT: P6 BI Configuration

reserved.
• The contents of a BI Publisher Data Model
and Report are contains in directories
• The name of the directory is what you see
display in the catalog view
• .XDM is XML containing the definition of the
data model
• .XDO contains you report definition
– Any layouts such as .RTF
– Report configuration in _report.xdo
DEEP CUT: View Raw Report/Models

reserved.
• While not available in P6, user-specific
reports are stored the User directory
• This is the My Folders in the catalog
• The contents of the user specific reports is
stored in directories ~<username>
DEEP CUT: User Reports

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ETL PROCESS

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ETL Process
• The one critical check for the ETL process is
running the Diagnostic Utility
• This was a result of a lot of feedback and
our own experience with what commonly
caused failures
• ACTION: Launch the configStar.sh/cmd and
run the utility by checking the box
HOT SPOT: Valid Configuration

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ETL Process
• Settings from configStar.sh/cmd are stored
in:
1. Saved to res/staretl.properties when the
utility is closed
2. Found in table ETL_PARAMETER after
each run of the ETL process
– P_FEATURE is the setting name
– P_1 is the setting value
DEEP CUT: Properties
P_FEATURE P_1
------------------------------ ------------------------------
db.all.driver oracle.jdbc.driver.OracleDrive
db.all.tbsp.temp TEMP
db.field.quote.char
db.ods.application.password
db.ods.application.username ODSUSER
db.ods.host localhost
db.ods.port 1521
db.ods.sid db
db.ods.system.password
db.ods.system.username SYSTEM
...

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BI SERVER

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BI Server
• OBIEE is a large installation of several sub-products
• Main concern is:
– BI Server which is the main engine behind Oracle BI
– BI Presentation is responsible for managing dashboards and
requests
Analytics Tool

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BI Server
• Oracle Enterprise Manager (OEM) now plays a
bigger role in OBIEE installation
• All the BI components can be managed, started,
stopped, and more
• ACTION: Verify you login to OEM and navigate to
Business Intelligence -> coreapplication
• ACTION: Validate a stop and start your BI Server
• Many common action are available via the OEM
interface
– Log files under Diagnostics
– RPD file deployment under Deployment
– Performance settings under Capacity Management
HOT SPOT: OEM

reserved.
BI Server
• OBIEE 11g is designed to handle a complex, clustered production environment
• Unfortunately, this complicates things for our basic setup
• Here is a quick guide to where to find things
• ORACLE_INSTANCE is the base location for your files
• Unix – ex. /u01/app/oracle/Middleware/instances/instance1
• Windows – ex. C:OracleBIInstancesInstance1
• All other file location are based on this location
• BI Server Log Files nqserver and nqquery
• ORACLE_INSTANCE/diagnostics/logs/OracleBIServerComponent/coreapplication_obis1
• BI Server Config File NQSConfig.INI
• ORACLE_INSTANCE/config/OracleBIServerComponent/coreapplication_obis1
• BI Server RPD File
• ORACLE_INSTANCE/bifoundation/OracleBIServerComponent/coreapplication_obis1/repository
HOT SPOT: OBI Directory Structure

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BI Server
• One major component in the BI environment is still
Windows Only: BI Administrator
• Quick and cost effective installation
– Install full OBIEE on Oracle Linux
– Install Windows Client Tools on your local client or
Windows VM
• Client tools install
at:http://www.oracle.com/technetwork/middl
eware/bi-enterprise-edition/downloads/bus-
intelligence-11g-165436.html
• Action: Configure an ODBC connect to the
server
HOT SPOT: Windows Required

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BI Server
• Initial connectivity from the BI Server can be
simplified by using the default username
and updating TNSNAMES
• ACTION: Use the default schema
STARUSER for data warehouse
• ACTION: Add TNS alias STARDW to the
TNSNAMES.ORA file on the BI server
HOT SPOT: Connection from BI Server
my_bivm, STARDW =
(DESCRIPTION =
(ADDRESS = (PROTOCOL = TCP)
(HOST = my_bivmserver)(
PORT = 1521))
(CONNECT_DATA =
(SID = star)
)
)

reserved.
BI Server
• The BI Server RPD is available as both
binary (.RPD) and UDML format
• RPD file changes can be script from the
UDML using nQUDMLexec utility
• Here is a good description of this process
http://www.rittmanmead.com/2007/10/scripti
ng-entries-in-the-oracle-bi-repository/
DEEP CUT: RPD as UDML

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Q&A

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