CON2659 - Rittman-Deploying OBIEE in The Cloud PDF

Deploying OBIEE in the Cloud:
Getting Started, Deployment Scenarios

and Best Practices
Mark Rittman, CTO, Rittman Mead
Oracle Openworld 2014, San Francisco
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About the Speaker

Mark Rittman, Co-Founder of Rittman Mead
Oracle ACE Director, specialising in Oracle BI&DW
14 Years Experience with Oracle Technology
Regular columnist for Oracle Magazine
Author of two Oracle Press Oracle BI books
Oracle Business Intelligence Developers Guide
Oracle Exalytics Revealed
Writer for Rittman Mead Blog :
http://www.rittmanmead.com/blog
Email : mark.rittman@rittmanmead.com
Twitter : @markrittman
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About Rittman Mead

Oracle BI and DW Gold partner
Winner of five UKOUG Partner of the Year awards in 2013 - including BI
World leading specialist partner for technical excellence,
solutions delivery and innovation in Oracle BI
Approximately 80 consultants worldwide
All expert in Oracle BI and DW
Offices in US (Atlanta), Europe, Australia and India
Skills in broad range of supporting Oracle tools:
OBIEE, OBIA
ODIEE
Essbase, Oracle OLAP
GoldenGate
Endeca
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Deploying OBIEE in the Cloud

Many OBIEE customers are considering deploying their BI
infrastructure in the cloud
Push and Pull factors in-play
Perceived benefits in reducing amount of on-premise servers,
software installs, upfront-license costs
May also be prompted by migration of rest of IT infrastructure
to the cloud
To enable business agility - deploy the system now
- And potentially reduce dependency on IT department
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Enabling Business Agility - Rapid Development in the Cloud

Example cloud use of OBIEE - accelerating the BI development process
Combines agile development (ExtremeBI) with OBIEE deployed into Amazon AWS
Cloud element allows development to start now
Options for repatriating on-premise afterwards
Based on Amazon AWS (EC2, S3) and Oracle BI
More details at
http://www.rittmanmead.com/cloudbi/
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Options for Deploying OBIEE in the Cloud

Deploy it yourself into a public cloud (Amazon AWS, Microsoft Azure, Rackspace etc)
Buy it as a service (Oracle On-Demand, multi-tenant SaaS app)
Or
- Oracle BI Cloud Service
OBIEE 11g built for the cloud
Part of Oracle Public Cloud, comes with
Oracle Cloud DB
Thin-client data modeller
Tools for managing users, roles etc
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Oracle Cloud Business Intelligence

Generally Available (GA) September 2014
Part of the wider PaaS (platform-as-a-service)
offering including database, Java, documents etc
Aimed at a very specific set of use-cases initially
Adding BI and analytics to cloud-based apps
Departmental sandbox-type analysis
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Self-Service, Consumer-Style Experience
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Oracle BI Cloud Service v1 Functionality
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Oracle Cloud Business Intelligence - How it Works

Runs in Oracles public cloud environment (http://cloud.oracle.com)
No upfront license cost
Oracle BI-as-a-Service
Pay monthly as OpEx
Uses new thin-client RPD modelling tool
Only reports against a single Oracle database
schema (Oracle Cloud Schema-as-a-Service)
Standard OBIEE - but will possibly preview new
functionality before on-premise versions
Admin access
Patched automatically by Oracle
over HTTP
Customer able to be max one version behind?
Comes with two instances - pre-prod and prod
Code promotion through BI Archive export/import
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Oracle Schema-as-a-service
Database (single source)
Cloud
On-Premise
Oracle BI Cloud Services v.1

Logging into BICS, Accessing Services
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Logging In and Providing Identity Domain

Login separate to oracle.com login; provided during Cloud service provisioning process
Identity Domain is the tenant ID; all users of same service use same domain ID
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Oracle Cloud : My Services Dashboard

Oracle BICS bundle includes Oracle Database Cloud Service (Schema-as-a-Service)
Provides data store for OBIEE data, with ApEX front-end and data upload
View status of services
Click on link to launch required service
Database
Business Intelligence
Click to launch
BICS Service Dashboard
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Oracle Business Intelligence Cloud Service : Dashboard

View basic metrics on system usage
(users, author count over period)
Subscription details; Company name etc
Click on Service Instance URL
to launch OBIEE Presentation Services
Click to launch
OBIEE Home Page
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Accessing BI Dashboards & Analyses
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BI Cloud Service Home Page and Dashboards

Answers and Dashboards (with new Oracle Cloud look-and-feel)
But with tools to upload data, build the RPD, administer users, manage system
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Creating Analyses and Dashboards

Standard UI for creating analyses, dashboards etc (but limited to subset of features now)
Each tenant has a single RPD, all users report against that (but can add security etc)
Helpers when user first connects to guide through key features
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Standard Dashboard and Analysis Editor Experience

Regular Presentation Services interface - Dashboard, Analysis Editor, Catalog view etc
Uses new Skyros theme from Fusion Apps
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Dashboard and Analysis Limitations in v1

Can create analyses, dashboards, use filters, selection steps, calculations etc
Can create dashboard prompts, filters, use repository and session variables etc
No access to Agents, Scorecards, BI Publisher (anything that uses NQ_ tables)
No Essbase, SOA / EBS integration etc
No export of
catalog objects
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Uploading data to Database Cloud Service
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Oracle Database Cloud Service

Each instance of BICS comes with Oracle Database Cloud Service (Schema-as-a-Service)
ApEx environment with 10GB storage attached
Able to run PL/SQL packages (with 5m timeout)
Either create tables, views etc from ApEX,
or use data uploader in BICS
Click to launch
ApEX Home Page
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ApEx Development Environment

Full ApEx environment for application building, table creation, SQL queries
Can be used to build supporting applications, administration screens for OBIEE application
Make use of PL/SQL functionality
Data cleansing
Call Web Service REST APIs
More complex processing
and calculations
DB Cloud Service dashboard has tools
for data and application exports
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Options for Uploading Data to BI Cloud Service (DB Cloud)

Use ApEx front-end and tools within it (data upload, data modeller etc)
Use SQL*Developer and SFTP data upload facility
Use BI Cloud Service Data Uploader
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SQL*Developer for Database Cloud Access / Upload

SQL*Developer 4+ can view, query and upload data to Database Cloud
Uses DB Cloud REST API to access database
Create carts of data to upload
Uses SFTP to bulk-upload
data imports to cloud
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Data Uploader in ApEx

Upload spreadsheet, XML data, text (delimited or fixed width)
Store as a table in Database Cloud Service
Create keys, joins, views etc
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BI Cloud Services Data Uploader

Custom ApEx application shipped with DB Cloud Service for BICS
Upload CSV, text, xls and xlsx files to Database Cloud
Paste data from clipboard and upload
Click to launch
Data Uploader
Limited data re-formatting features
Preferred method for uploading data
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BICS Data Uploader Step 1 : Select File to Upload

Press Upload to upload txt, csv, xlsx or xls file to application
Contents of file then appear in
Preview window
Or just paste data from clipboard
into same preview window
Option to ignore headers line
Option to select delimiter char
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BICS Data Uploader Step 2 : Select Target or New Table

Either select existing table to upload to, or enter details for new table
Incoming columns in file mapped to table columns
Ability to change column case, strip spaces, format as number
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BICS Data Uploader Step 3 : Preview Content, and Upload

Preview file contents with transformations and final column names
Upload file to Database Cloud Service - is the used to load a regular DB table
Review table and check for loading errors
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Creating the repository
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Thin-Client Data Modeller

New thin-client data modeller, works with RPD online
Single repository per tenant
Regular RPD, but modeller only supports
subset of BI Administration features
Single LTS per logical table
No Alias, have to create DB views
Single business model
Click to launch
Only logical calculations
Data Modeller
But otherwise - an RPD
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Data Modeller Repository Creation Workflow

1.
2.
3.
4.
5.
6.
7.
8.
9.
Add tables to Database Cloud Service via data uploader

Lock Model (RPD)
Add joins if not automatically introspected
Select either a dimension or fact to create
Select table to base fact or dimension on
Format logical column names, values
Add calculations, aggregations
Add hierarchies
Publish model and unlock
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Logical Fact Table Features

Joins to dimensions automatically introspected when tables selected for model
Add default aggregation for logical columns
Define logical calculations
(post-aggregation calcs only)
Add data filters against
application roles
Set access permissions for
application roles
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Logical Dimension Table Features

Alter and rename default logical column names
Add new logical columns using logical SQL expressions
Add one or more level-based hierarchies
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Variables
Can create static and dynamic repository variables
Also create session variables, including access to system session variables
Access to :USER etc system session variables
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Administration and Maintenance
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Manage Users and Application Roles

Click on Manage link on Homepage, launches BICS Service Console
View users, assign to roles
Map roles to application roles defined by tenant administrator
Click to launch
BICS Service Console
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Snapshots (BI Archives)

Entire system (RPD, catalog) can be snapshotted with versions stored online
Download and upload snapshots
Test to production migration
Restore snapshots for versioning
Note - overwrites entire RPD, catalog
Does not include DB Cloud elements,
need to be archived separately
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Example Application : Cloud CRM Reporting
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Example Application #1 : Cloud CRM Reporting - Scenario

Many customers use SaaS applications for CRM, sales automation, talent management etc
Often silos of information, and hard to report against
Access via REST APIs rather than SQL / ETL
BI Tools needed, but prefer if SaaS deployed too
Solution : Oracle BI Cloud Services,
but how to access SaaS data sources?
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SaaS Data Access Solution : DB Cloud PL/SQL REST Access

Database Cloud Service supports PL/SQL packages, procedures
ApEx has APEX_WEB_SERVICE API, supports RESTful and SOAP web service calls
Salesforce.com provides REST API for retrieving objects, data
PL/SQL package retrieves
Salesforce instance data
BEGIN
apex_web_service.g_request_headers(1).name := 'Accept';
Stages into Database Cloud
apex_web_service.g_request_headers(1).value := 'application/xml';
l_clob
:=
Schema for OBIEE access
apex_web_service.make_rest_request( p_url =>
'https://login.salesforce.com/services/oauth2/token?grant_type=password&client_id='
||clientId||'&client_secret='||clientSecret||'&username='||username||
Need to work around
'&password='||password, p_http_method => 'POST' , p_body => '');
XMLData := XMLType(l_clob);
5 min timeout for PL/SQL prods
FOR r IN
(
DB Cloud limitation
SELECT
ExtractValue(Value(p),'/OAuth/instance_url/text()') AS r_instance ,
Break retrieval into
ExtractValue(Value(p),'/OAuth/access_token/text()') AS r_token
FROM
small steps, <1 min
TABLE(XMLSequence(Extract(XMLData,'/OAuth'))) p
)
LOOP
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Build Repository Against Database Tables

PL/SQL Package calling Salesforce.com REST API populates Oracle tables
Oracle Tables then mapped into BI repository
Facts and dimensions created
Variables defined
Users added into roles
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Supporting SaaS Security Models

Full import of SaaS dataset presents the problem - how do we then respect app security?
Users will connect into OBIEE as themselves, no online access to SaaS security
Solution : download user > account security objects,
join those to facts to perform row-level filtering
Needs knowledge of underlying
SaaS row-level security setup
Join security access table to model
to apply data restrictions
But then allows BICS app to work
disconnected from SaaS application,
but still apply correct security rules
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Example Dashboard using Salesforce.com Dataset

New graph type:
Example of visualisation
appearing first on BICS
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Thank You for Attending!

Thank you for attending this presentation, and more information can be found at http://
www.rittmanmead.com
Contact us at info@rittmanmead.com or mark.rittman@rittmanmead.com
Look out for our book, Oracle Business Intelligence Developers Guide out now!
Follow-us on Twitter (@rittmanmead) or Facebook (facebook.com/rittmanmead)
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Deploying OBIEE in the Cloud:

Options and Deployment Scenarios
Mark Rittman, CTO, Rittman Mead
BIWA Summit 2014, San Francisco, Jan 2014
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Deploying OBIEE in the Cloud:

Getting Started, Deployment Scenarios

About the Speaker

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About Rittman Mead

Deploying OBIEE in the Cloud

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Enabling Business Agility - Rapid Development in the Cloud

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Options for Deploying OBIEE in the Cloud

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Oracle Cloud Business Intelligence

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Self-Service, Consumer-Style Experience

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Oracle BI Cloud Service v1 Functionality

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Oracle Cloud Business Intelligence - How it Works

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Oracle BI Cloud Services v.1

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Logging In and Providing Identity Domain

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Oracle Cloud : My Services Dashboard

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Oracle Business Intelligence Cloud Service : Dashboard

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Oracle BI Cloud Services v.1

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BI Cloud Service Home Page and Dashboards

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Creating Analyses and Dashboards

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Standard Dashboard and Analysis Editor Experience

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Dashboard and Analysis Limitations in v1

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Oracle BI Cloud Services v.1

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Oracle Database Cloud Service

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ApEx Development Environment

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Options for Uploading Data to BI Cloud Service (DB Cloud)

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SQL*Developer for Database Cloud Access / Upload

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Data Uploader in ApEx

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BI Cloud Services Data Uploader

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BICS Data Uploader Step 1 : Select File to Upload

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BICS Data Uploader Step 2 : Select Target or New Table

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BICS Data Uploader Step 3 : Preview Content, and Upload

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Oracle BI Cloud Services v.1

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Thin-Client Data Modeller

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Data Modeller Repository Creation Workflow