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Objectives
A Category 1 customization is one of the three customization types that were initially
presented in the previous lesson titled Customizing the Oracle Business Analytics
Warehouse. Customizations are categorized based on the data source (packaged or
nonpackaged) and the desired Oracle Business Analytics Warehouse (OBAW) modification
(additional columns, tables, or rows). Category 1 customizations involve extracting additional
columns from source systems that are already mapped and loading the data into existing data
warehouse tables.
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OBAW
OBAW
HZ_LOCATIONS
W_GEO_DS
W_GEO_D
DESCRIPTION
X_DESCRIPTION
X_DESCRIPTION
This slide presents the scenario for a Category 1 customization used in this lesson. Data is
extracted from a table in a source transactional database and loaded into a custom column in
a dimension table in the Oracle Business Analytics Warehouse. This scenario is used
throughout the lesson and associated practices.
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This slide and the next list the steps to perform a Category 1 customization. Each step is
presented in detail in the slides that follow.
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If you want to make changes to preconfigured ODI objects, you must create a custom folder
and make the changes in it. Do not change objects in any of the preconfigured folders unless
explicitly directed by Oracle. This is because preconfigured folders and the objects within
them may be overwritten in future upgrades.
The preconfigured ODI repository does not include any custom folders. You must create your
own. You should create a custom folder for each prepackaged SDE Adaptor folder you have
deployed that will have customizations. In the example in the slide, a custom folder is created
for the SDE_ORA11510_Adaptor folder.
You should also create a separate custom folder for customizations that you want to make to
objects in the SILOS folder. Do not store customized SDE and SIL objects in the same folder.
The customization steps in the slides that follow use SDE objects as examples. The steps
apply to SIL objects as well.
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Before you begin customization, enable versioning for the preconfigured task folder to be
customized. The version comment should indicate that this is the base (original) version of the
task. Subsequent patches applied to this task in the future would require increasing the
version in the comment so that it can be compared to the original task to identify any changes.
To create a version, right-click the task folder and select Version > Create Version to open the
Version dialog box. In the example in the slide, a version number and description have been
enabled for the SDE_ORA_GeographyDimension_HZLocations task folder.
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Duplicate the task folder to be customized by copying it. Paste the copied task folder to the
custom folder, and rename it by removing the 'Copy of' prefix.
In this example in the slide, you copy the preconfigured task folder,
SDE_ORA_GeographyDimension_HZLocations, in the preconfigured adaptor folder,
SDE_ORA11510_Adaptor, and then paste the copied task folder to the
CUSTOM_SDE_ORA11510_Adaptor folder. This creates a new task folder named Copy of
SDE_ORA_GeographyDimension_HZLocations, which you rename to
SDE_ORA_GeographyDimension_HZLocations.
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Before you begin customization, enable versioning of the copied task folder to be customized.
The version comment should indicate that this is the original version. This versioning enables
comparison of the customized task to a copy of the original version to determine all changes
that have been introduced.
Create another version of the copied task comment so that it can be compared to the original
task to identify any changes. The version comment should indicate that this is the customized
version. To enable versioning, right-click the task folder and select Version > Create Version
to open the Version dialog box.
In the example in the slide, a version number and description have been enabled for both the
original version and the customized version of the
SDE_ORA_GeographyDimension_HZLocations task folder in the
CUSTOM_SDE_ORA11519_Adaptor folder.
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Version the model in which the datastores to be customized exist. Submodels and datastores
cannot be versioned. The version comment should indicate that this is the base or original
version.
Create another version of the model, with a version comment indicating that this is where
customizations are introduced. The models can now be compared to show differences. If the
model ever needs to be patched, the model should be versioned again so that the patched
version can be compared to the custom and original version.
The example in the slide shows navigation to ODI Designer > Models > Oracle BI
Applications (folder) > Oracle BI Applications (model). A version number and description have
been enabled for both the original version and the customized version of the Oracle BI
Applications model. This model has the datastores that you will customize in a later step in
this lesson.
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1. Double-click the
datastore to open it
in the editor.
Before you apply customizations to a task, edit the target datastores to include the required
column. In the example in the slide, you navigate to ODI Designer > Models > Oracle BI
Applications (folder) > Oracle BI Applications (model) > Dimension Stage and then edit the
W_GEO_DS dimension staging table to include the custom column, X_DESCRIPTION.
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Source
Target
Column
Drag the column from
the source to the target
to create the mapping.
Click the Mapping tab.
Some task folders have multiple interfaces, each of which must be customized with new
mappings. The example in the slide shows how to map the custom column,
X_DESCRIPTION, in the W_GEO_DS interface for the
SDE_ORA_GeographyDimension_HZLocations task folder. This assumes that a similar
mapping has already been completed for the W_GEO_DS_SQ_HZ_LOCATIONS interface,
which contains the source, SQ_HZ_LOCATIONS, for the W_GEO_DS interface.
To map the custom column in the W_GEO_DS interface, perform the following steps:
1. Expand Projects > BI Apps Project > Mappings > CUSTOM_SDE_ORA11510_Adaptor
> SDE_ORA_GeographyDimension_HZLocations > Interfaces.
2. Double-click the W_GEO_DS interface to open it in the editor.
3. Click the Mapping tab at the bottom of the editor.
4. Drag the DESCRIPTION column from the HZ_LOCATIONS source datastore to the
custom column, X_DESCRIPTION, in the W_GEO_DS target datastore.
Notice that the mapping indicates both the table and the column from which it comes:
SQ_HZ_LOCATIONS.DESCRIPTION.
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Procedure
Navigate to the location in Designer where the DDL procedure is stored and execute the
procedure. Use the Operator tab to monitor the procedure and verify that it completes
successfully. Use a SQL query tool to confirm that the physical tables are modified as
expected. In the example in the slide, the X_DESCRIPTION custom column has been added
to both the W_GEO_DS dimensions staging table and W_GEO_D dimension table in the data
warehouse.
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Prior to generating scenarios, ensure that the Scenario Naming Convention user parameter
has a value of %FOLDER_NAME(2)%_%OBJECT_NAME%. This ensures that generated
scenarios are easily identified as custom scenarios because the custom folder is included in
the naming convention.
1. In ODI Studio, select ODI > User Parameters.
2. Scroll to locate the Scenario Naming Convention parameter.
3. Change the value to %FOLDER_NAME(2)%_%OBJECT_NAME% from the default value
%OBJECT_NAME%.
Newly generated scenarios now will be named according to the modified Scenario Naming
Convention user parameter.
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2. Set scenario
generation parameters.
When a component is finished and tested, you can generate the scenario corresponding to its
actual state. Generating a scenario for an object compiles the code for this object for
deployment and execution in a production environment. When a set of packages, interfaces,
procedures, and variables grouped under a project or folder is finished and tested, you can
generate a group of scenarios.
Generate scenarios for any new custom adaptors, using the option to generate the scenario
as if all underlying objects were materialized. The scenario will be generated reflecting the
custom adaptor name. In the future, if you make changes to any of the interfaces or the
package, you can either regenerate the existing scenario or generate a new scenario.
The example in the slide shows how to create a group of scenarios for the objects in the
SDE_ORA_GeographyDimension_HZLocations custom task folder.
In the Scenario Generation dialog box, select the Creation generation mode. This creates for
each object a new scenario with the same name as the last scenario version and with an
automatically incremented version number. If no scenario exists for an object, a scenario
named after the object with version number 001 is created. Select Generate scenario as if all
underlying objects are materialized. In the Objects to Generate section, select Packages,
Interfaces, and Procedures. Scenarios are generated for all underlying objects with the
naming convention set in User Parameters.
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Use the techniques you learned in Lesson 9, Managing Load Plans, to create and generate
a load plan. In the example in the slide, the GL Revenue SDE Custom load plan has been
generated successfully.
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Open the generated load plan in the Designer editor and use the search field to locate the
step that you want to update. In this example, navigate to Designer > Load Plans and
Scenarios > Generated Load Plans and open the GL Revenue SDE Custom load plan. Use
the Search field to locate the step
SDE_ORA11510_ADAPTOR_SDE_ORA_GEOGRAPHYDIMENSION_HZLOCATIONS.
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to reference the
custom scenario.
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Use the techniques you learned in Lesson 9, Managing Load Plans, to execute and monitor
the load plan. In the example in the slide, the GL Revenue SDE Custom load plan has been
executed successfully.
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These eKit materials are to be used ONLY by you for the express purpose SELF STUDY. SHARING THE FILE IS STRICTLY PROHIBITED.
Answer: b
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Quiz
Answer: a, b, c
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Quiz
Answer: b
You should create a separate custom folder for customizations that you want to make to
objects in the SILOS folder. Do not store customized SDE and SIL objects in the same folder.
These eKit materials are to be used ONLY by you for the express purpose SELF STUDY. SHARING THE FILE IS STRICTLY PROHIBITED.
Quiz
Answer: c
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Quiz
These eKit materials are to be used ONLY by you for the express purpose SELF STUDY. SHARING THE FILE IS STRICTLY PROHIBITED.
Summary
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Practices