Extending and Customizing The BI Apps Data Warehouse

Extending and Customizing the BI Apps DW
Mark Rittman, Director, Rittman Mead Consulting Oracle Open World 2008, San Francisco. Session #S301063
T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com
http://OracleBIWA.org
Reminder Oracle BIWA Summit 2008

Business Intelligence, Warehousing, Analytics Oracle BIWA Summit 2008 Oracle HQ, Redwood Shores on Dec 2-3, 2008 Four keynotes, 50+ sessions, vendor displays Hands-on labs Early Bird $250 ($200 for IOUG members), Sep 30 Detail are at: http://BIWASummit08.org Email: Conference@OracleBIWA.org
BIWA Speaker Survey Open World

Please complete the BIWA SIG speaker evaluations for Sep 21 at: http://OracleBIWA.org, After logging in, Resources for Members tab
Who Am I?
Oracle BI&W Architecture and Development Specialist Co-Founder of Rittman Mead Consulting Oracle BI&W Project Delivery Specialists 10+ years with Discoverer, OWB etc Oracle ACE Director, ACE of the Year 2005 Writer for OTN and Oracle Magazine Longest-running Oracle blog http://www.rittmanmead.com/blog Chair of UKOUG BIRT SIG Co-Chair of ODTUG BI&DW SIG Speaker at IOUG and BIWA events
Rittman Mead Consulting

Oracle BI&DW Project Specialists Consulting, Training, Support Works with you to ensure OBIEE and Oracle BI Applications project success Small, focused team OWB, Oracle BI, DW technical specialists Clients in the UK, Europe, USA
What is this Presentation About?

The Oracle BI Applications are Oracles packaged DW & Analytics offering Based around OBIEE, comes with pre-built data warehouse, ETL and RPD The pre-built offerings covers a wide aspect of EBS, PSFT, Siebel, SAP data But what if you want to extend or customize it - how does this work?
Oracle Business Intelligence Applications

Packaged set of ETL mappings, dimensional data warehouse and pre-built reports and dashboards Financial Analytics HR Analytics Marketing Analytics Order Management Analytics Sales Analytics Service Analytics Contact Center Analytics Supply Chain Analytics
Oracle BI Applications Architecture

Oracle BI Presentation Services
Dashboards by Role Reports, Analysis / Analytic Workflows
!! !! !! !! !!
Role Based Dashboards Analytic Workflow Guided Navigation Security / Visibility Alerts & Proactive Delivery Logical to Physical Abstraction Layer Calculations and Metrics Definition Visibility & Personalization Dynamic SQL Generation Abstracted Data Model Conformed Dimensions Heterogeneous Database support Database specific indexing
Administration
Logical Model / Subject Areas Physical Map Data Warehouse / Data Model Direct Access to Source Data Load Process Staging Area Extraction Process
Oracle BI Server
Metadata
Metrics / KPIs
!! !! !! !! !! !! !! !!
ETL
DAC
!! Highly Parallel !! Multistage and Customizable !! Deployment Modularity

EDW Other
45
Oracle
SAP R/3
Siebel
PSFT
Federated Data Sources
Oracle Data Warehouse Administration Console

Control panel for running the OBAW load process ETL packaged into Execution Plans Tight integration with Informatica Run jobs, monitor progress The added value on top of the OBAW and INFA mappings
Informatica PowerCenter 8.1.1

The Informatica ETL tool is used to load data into the OBAW Support for multiple platforms, initial work done by INFA to load warehouse Similar development style to OWB, ODI Licensed for loading the OBAW only Mappings sequenced and controlled from DAC Positioned as an embedded tool
Prebuilt OBIEE Repository
Prebuilt Dashboards and Reports
The Oracle BI Applications Business Model & Mapping Layer

The Business Model and Mapping layer contains the complete, integrated logical data model for the OBAW Divided in to core and application-specific business models Coverage of the business model is determined by the products selected at installation time
Demonstration
Oracle Business Analytics Warehouse, DAC and Prebuilt Repository
Customizing the Oracle Business Analytics Warehouse

Although the OBAW comes with many star schemas and many ETL routines, you will probably wish to extend and customize it to meet your neds Include flex-field data Adding data from a custom source Adding new facts, dimensions, hierarchies Data can come from many sources Sources with adapters and existing load routines you can customize Sources with adapters but no load routines (source unsupported for subject area) Unsupported sources (using the Universal Adapter)
Customization Types
OBAW customizations can be divided in to three categories Category 1 are where we add an additional column to an existing star schema Category 2 are where we add a new fact or dimension table Category 3 are where we add additional rows to an existing fact or dimension, from an unsupported source
Customizing and Creating New OBAW ETL Routines

Whichever type of customization you perform, you will be working with two mappings per target fact or dimension An SDE (Source-Dependent Extract) map to extract data from the source system An SIL (Source-Independent Layer) map to load data into the fact or dimension Category 1 mappings involve customizing existing SDE and SIL mappings Category 2 customizations involve creating new SDE and SIL mappings from scratch In this first example, we will perform a Category 1 customization and edit existing SDE and SIL mappings
Source Dependent Extracts
Source Dependent Extract (SDE) !! Source-specific and Universal Business Adapters !! Expose simplified business entities from complex source systems !! Converts source-specific data to universal staging table format !! Lightweight and designed for performance, parallelism !! Extensible Source Independent Layer
Source Dependent Extract

SQL SQL SQL
Power Connect Power Connect
App Layer
App Layer
ABAP
SQL
Source Independent Layer
Source Independent Layer (SIL) !!Encapsulates warehouse load logic !!Handles: !!Slowly changing dimensions !!Key lookup resolution / surrogate key generation !!Insert/update strategic !!Currency conversion !!Data consolidation !!Uses Bulk Loaders on all db platforms
Source Dependent Extract
SQL SQL SQL
Power Connect Power Connect
Source Independent Layer
App Layer
App Layer
ABAP
SQL
Customization Scenario #1 : Category 1 Customization

The W_ORG_D table contains dimensional information on customers We wish to add two new columns to the table from our EBS source We also wish to follow the Oracle-supported method of customisation Two ETL routines populate this dimension table SDE_OrganizationDimension_Customer SIL_OrganizationDimension_Customer
Introduction to Informatica PowerCenter

Informatica PowerCenter 8.1.1 is a complete ETL toolkit Very much like Oracle Warehouse Builder, but applies to all sources and targets Uses an ETL hub to process and distribute data Server supported on Windows, Unix, Linux Client is Windows-only Five Key Informatica Client Tools Informatica Designer Informatica Workflow Manager Informatica Repository Manager Informatica Workflow Monitor
Informatica Designer
Used for creating mappings Registering source and target tables The equivalent in OWB to the Design Center This is where you design all your mappings, transformations, expressions, data loading
Informatica Repository Manager

Manages the Informatica Repository Versioning of folders, mappings Impact analysis and item lineage Query repository Manage users and privileges
Informatica Workflow Manager

Create and execute workflows The equivalent of OWB process flows Define relational, file etc connections Create tasks (packaged mappings) Start and stop workflows Restart after errors Starting and stopping workflows in Oracle BI Apps is handled by DAC Workflow Manager is used for initial creation and packaging of workflows and tasks
Informatica Workflow Monitor

Used to monitor the progress of workflows Shows whether workflows have completed or errored Used in the initial creation and testing of workflows Subsequent workflow monitoring carried out using DAC Console
Demonstration
Informatica PowerCenter 8.1.1
Category 1 Customization Step 1 : Create New Folder

Create a new folder in the Informatica Repository Call the folder CUSTOM_SDE_ORA11510_ADAPTER This folder will need to be migrated after any software upgrade
Category 1 Customization Step 2 : Copy Across SDE Mapping

Open the SDE_ORA11510_ADAPTER folder Locate the SDE mapping you wish copy Select Edit > Copy Open the CUSTOM_SDE_ORA11510_ADAPTER folder, select Edit > Paste The mapping, any mapplets, sources and targets will all be copied to the new folder
Category 1 Customization Step 3 : Check Mapping Still Runs

Before progressing to the customizations, it is best to check that the mapping still executes correctly You may need to drop existing workflow and recreate it Checks that everything is correct before introducing changes
Category 1 Customization Step 4 : Customizing Sources/Targets

The W_ORG_DS (staging table) needs to be customized to add new columns W_ORG_D will be customized in the next section Table needs to be customized using Target Designer, and through SQL*Plus
sqlplus olap/password@orcl alter table w_org_ds add x_account_log varchar2(10)) / alter table w_org_ds add x_last_login varchar2(10)) /
Category 1 Customization Step 5 : Locating SDE Mapplet

Mapplets are encapsulated business logic for extracting from sources Most encapsulated logic you cant change (not supported), but these ones you can Open the SDE mapping, locate mapplet and open it
Category 1 Customization Step 6 : Editing SDE Mapplet

In this instance, the columns you need are already in one of the source tables Source Qualified transformation needs to be edited to bring in the new columns SQ transformations are like views Allow many tables to be resolved to a single source Two step editing process - Map in columns to ports - Edit the underlying SQL
Category 1 Customization Step 7 : Editing SDE Mapping

Once the new data is available from the mapplet, the SDE mapping can be edited New data goes through the X_CUSTOM expression (the safe path) Presented out through the Target Definition using X_ column naming standard
Category 1 Customization Step 8 : Create new SILOS Folder

Just as with the SDE Mapping, a new folder for custom SIL mappings has to be created Named SILOS (standard name within OBI Apps) Once folder is created, the SIL_OrganizationDimension_Customer is then copied Brings across all source, mapplets, targets W_ORG_DS source and W_ORG_D target are then updated to reflect new columns
Category 1 Customization Step 9 : Edit SIL Mapping Source

The source element of the SIL is then edited, to bring in the new X_columns The SQ Source Qualified needs to have new data introduced to new ports The underlying SQL for the SQ needs to reflect the new columns
Category 1 Customization Step 10 : Add New Columns to Filter

New columns in mapping have now to be passed through the existing filter Ensures new columns are subject to the same filter as the existing columns New columns added after the X_CUSTOM (safe path) column
Category 1 Customization Step 11 : Add Safe Path Expression

Existing columns go through an expression transformation Standard practice is to create a new X_CUSTOM expression (if it is not already present) to accommodate the additional columns
Category 1 Customization Step 12 : Copy Columns to Target

New X_ columns from the expression transformation are then copied to the Once X_ data is copied to the Target Definition transformation it is ready to be loaded into the data warehouse and available for analysis Further step (not in this lab) to integrate into DAC, same as previous exercise
Category 1 Customization Step 13 : Add New INFA Folders to DAC

The new Informatica Repository folders are then registered in the DAC DAC tasks can now run mappings from these folders as part of an execution plan
Category 1 Customization Step 14 : Update Tables in DAC

The DAC Repository holds details of all tables, columns, mappings etc associated with the Oracle Business Analytics Warehouse Now that we have added new columns to the W_ORG_DS and W_ORG_D tables, we need to reflect these changes in the DAC
Category 1 Customization Step 15 : Amend DAC Task

The DAC task to load the dimension can now be altered, to run our customized version of the mapping This is achieved by changing the folder that the DAC goes to for the mapping, to point to our customized mappings folders instead
Demonstration
An Original, and Customized, SDE and SIL Mapping
Customization Scenario #2 : Category 2 Customization

We have a new fact and dimension to add to the Sales - Order Lines logical model Return Reasons (W_C_RETURN_REASON_D) dimension Sales Returns (W_C_SALES_RETURN_F) fact Each has supporting source and staging tables We wish to load these using the standard Oracle methodology Four ETL routines are required to load these fact and dimension tables SDE_C_ORA_ReturnReasonDimension SDE_C_ORA_SalesReturnFact SIL_C_ReturnReasonDimension SIL_C_SalesReturnFact
Creating New SDE and SIL Mappings

When it is not possible to load new data through customizing existing SDE and SIL mappings, you will need to create your own ones There is a standard methodology for creating these mappings Standard columns in tables record the source of data, the ETL cycle that loaded it Standard routines exist to retrieve load IDs, manage multiple data sources, prevent reload of existing data, allow failed load routines to restart DAC and Informatica work together to manage the load process The key is to understand the control data and control routines that the BI Apps provide
Standard SIL and SDE Data Items

For SDE Mappings, the Staging Table need to include the following columns DATASOURCE_NUM_ID : an ID that uniquely identifies each data source INTEGRATION_ID : the primary key from the business source For SIL Mappings, the Target Table needs to include the following columns DATASOURCE_NUM_ID : an ID that uniquely identifies each data source INTEGRATION_ID : the primary key from the business source ETL_PROC_WID : the sequence number of the ETL run that populated this row ROW_WID : the primary key of the warehouse table
Passing Runtime Parameters from the DAC to Informatica

Parameters can be added to mappings Populated from the DAC repository when mapping called by DAC Populated using default values when executed from within Workflow Manager Populated by the DAC when mapping is called as part of DAC Execution Plan
Standard Transformations and Mapplets

Various standard transformations and mapplets are shipped with the BI Apps LKP_Get_Target_ETL_Proc_WID EXP_SCD1_WID etc Various standard filters and transformations are used in all mappings Only load data that hasnt already been loaded Replace missing dimension keys with an unknown value
Deploying Customizations and New Dimensions and Facts

All new mappings, workflows are created in custom Informatica folders Execute alongside, or instead of, standard ETL mappings Can be added to new subject areas or incorporate in existing ones Important that all customizations are added as they need to be reapplied after upgrades Oracle will support you if you follow their methodology We will now go through an example of adding a new dimension and fact
Demonstration
New SDE and SIL Mappings
Summary
The Oracle Business Intelligence Applications are a packaged DW + Analytics solution for ERP and other data The base install of the Oracle BI Apps provides a pre-built set of data warehouse facts and dimensions, ETL routines, RPD metadata and control routines for a number of ERP modules You can extend and customize these mappings to bring in data not covered by the prebuilt routines The best way to do this is to follow Oracles methodology Mappings are divided into SDE and SIL mappings Common table columns assist with the control and co-ordination of mappings This presentation described the most common ways of performing these customizations More details can be found on our website or in our Oracle BI Apps Developer Course
Further Reading
Other Rittman Mead sessions #S300201 : Automating Business Decisions with Oracle Real-Time Decisions #S300202 : Data Modeling Techniques using Oracle BI Server #S301063 : Extending and Customizing the Oracle BI Applications Data Warehouse #S301081 : ODTUG Essbase Symposium Part 3 : Oracle Business Intelligence Enterprise Edition Visit our website for presentations, papers, the Rittman Mead Blog http://www.rittmanmead.com Contact me at mark.rittman@rittmanmead.com Thank you for attending, please dont forget to complete the online evaluation
Extending and Customizing the BI Apps DW

Mark Rittman, Director, Rittman Mead Consulting Oracle Open World 2008, San Francisco. Session #S301063

Extending and Customizing The BI Apps Data Warehouse

Încărcat de

Informații document

Descriere originală:

Titlu original

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

Extending and Customizing The BI Apps Data Warehouse

Încărcat de

Drepturi de autor:

Formate disponibile

Extending and Customizing the BI Apps DW

Reminder Oracle BIWA Summit 2008

BIWA Speaker Survey Open World

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Rittman Mead Consulting

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

What is this Presentation About?

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Oracle Business Intelligence Applications

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Oracle BI Applications Architecture

Dashboards by Role Reports, Analysis / Analytic Workflows

!! Highly Parallel !! Multistage and Customizable !! Deployment Modularity

Federated Data Sources

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Oracle Data Warehouse Administration Console

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Informatica PowerCenter 8.1.1

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Prebuilt OBIEE Repository

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Prebuilt Dashboards and Reports

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

The Oracle BI Applications Business Model & Mapping Layer

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Customizing the Oracle Business Analytics Warehouse

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Customizing and Creating New OBAW ETL Routines

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Source Dependent Extracts

Source Dependent Extract

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Source Independent Layer

Source Independent Layer

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Customization Scenario #1 : Category 1 Customization

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Introduction to Informatica PowerCenter

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Informatica Repository Manager

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Informatica Workflow Manager

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Informatica Workflow Monitor

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 1 : Create New Folder

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 2 : Copy Across SDE Mapping

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 3 : Check Mapping Still Runs

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 4 : Customizing Sources/Targets

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 5 : Locating SDE Mapplet

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 6 : Editing SDE Mapplet

T : +44 (0) 8446 697 995 E : enquiries@rittmanmead.com W: www.rittmanmead.com

Category 1 Customization Step 7 : Editing SDE Mapping