datawarehouse
Monday, December 13, 2010
  OBIEE – What is it good for?

I’m showing my age here with a reference back to the iconic eighties pop song, but with age comes experience, which I thought I share with you today in the form of a question and answer session.

Q. What Does OBIEE Do?

  • Reports on data from a database.
  • Provides a web platform for content
    • e.g. Reports, Embeded Content (websites/Services)

Q. So, Is OBIEE a Database?

  • NO

Q. What Databases will it Report from?

  1. Oracle
  2. SQL Server
  3. DB2
  4. MySQL
  5. ODBC Sources
  6. MS Access
  7. SyBase
  8. Redbrick
  9. SAP BW
  10. SQL Anywhere
  11. DB2 AS400
  12. Informix
  13. Netezza
  14. Times Ten

Q. Can It Connect to Other Sources?

YES

  1. Excel
  2. XML
  3. Oracle OLAP
  4. Oracle Essbase
  5. MS Analysis Services

Q. But what does it do?

  1. Creates Web pages – Dashboards
  2. Has a Report Writer – Answers
  3. Sends Reports and Messages – Delivers (aka iBots)
  4. Pixel Perfect Reports - BI Publisher (e.g. Statements, invoices, cheques)

Q. What are the main ‘Features’?

  1. Hierarchy Drilling
  2. Graphical Reporting (Charts, Pivots, Gauges, etc)
  3. Scheduled Report Generation
  4. Ad Hoc Analysis
  5. Global support and development capabilty

Q. What are the Advantages?

Comparing OBIEE with other products:

  1. Mass deployment via Intranet
  2. Scalable
  3. Open standards based
  4. Deploys on all platforms

Q. What are the benefits?

  1. Reduces Skills required for report production
  2. Removes redundancy in Report production
  3. Removes time to produce reports, enabling more time to analyse the results
  4. Provides “Actionable Insight” i.e. it Highlights where action is required
  5. Enables Single Version of the Truth Common data and reporting objects

(FAB Virgil !!)

Q. But Which component do I use for my Work?

So you want to…

Q. Send a daily report in the same format to senior management, updated with the latest data?

  1. Use BI Publisher to create the report, and use Delivers to send it by Email

Q. Give teams a set of standard reports that highlight issues on KPI’s

  1. Create a standard set of reports (using Answers) and place these on Team dashboards.

Q. Create Pixel perfect documents?

  1. Use BI Publisher to produce reports, using the common data set of OBIEE

Q. Make sure everyone is using the numbers (i.e. one version of the truth)?

  1. Drive all reporting from same database that OBIEE uses.
  2. Direct as much as possible to the use of dashboards, Answers and BI Publisher.

Q. Improve Data Quality?

  1. Expose as much data as possible in the dashboards. Do not hide ‘odd’ data.
  2. Make sure that all senior management reports come from the OBIEE system.(This will also aid user adoption)

Q. Run a daily Invoice run

  1. Use BI Publisher on the latest financial data

Q. Store Reports for Audit Purposes

  1. Use Delivers to email a copy of a report or dashboard to a storage account
  2. Use Briefing Books to store data
  3. Save a report in PDF or HTML format and save in a share drive

Q. What departments is OBIEE suited for?

  1. Front Office
  2. Risk
  3. Finance
  4. Production
  5. Distribution
  6. Marketing
  7. Sales

All of them really !

Q. What size of company should use OBIEE?

  1. Very Large – Global Corporations, Banks, Mining
  2. Large – Government Agencies, Technology, Manufacturing, Consultancies
  3. Military – Ministry of Defence, Army, Navy, Airforce
  4. Medium – Retailers, Transport
  5. Small – Consultancies, Sports clubs

Any organisation that has any data to analyse!!

Note: There are licensing options for smaller companies

Q. Where do I start?

  1. Get a free copy of OBIEE from Oracle to evaluate how easy it is.
  2. Train up a couple of internal staff on how to use the product
  3. Get some independent advice
    1. Join UKOUG
    2. Go to the User Group conferences
  4. Talk to the Integrators

Q. Any Tips?

  1. Run a small POC.
  2. Identify the benefits to your organisation, but don’t ‘boil the ocean’ – Keep work packages small enough to get regular delivery
  3. Use OBIEE experienced Business Analysts
  4. Work with the end users in an ‘Agile / RAD’ way
  5. Build a platform for reporting, then build on it with the end users
  6. Focus on Dimensional Modelling avoid Normalised data reporting
  7. Call in Rittman Mead Consulting!!
 
  OBIEE 10g Web Catalog “Best Practices”

I was working with an Oracle Partner last week who asked me to QA their OBIEE project. One of the areas I took a look at was their web catalog setup, and I was asked to come up with some “best practices” around web catalog design and maintenance. As my speciality is more the server and data-side of OBIEE, I asked around some of my colleagues and pulled together this list of web catalog best practices. Thanks to Pete, Ragnar, Mike and Borkur for their tips, and of course if you’ve got any other best practices, or disagree with what we’ve come up with, just add a comment and we’ll incorporate the feedback. Anyway, here we go…

1. When starting on a new project for a new client, make sure you create a new web catalog.

This goes for the RPD as well. As John Minkjan pointed out a few months ago, it’s not good practice to build off of the Paint or Sample Sales demo RPD, and the same goes for the web catalog. To create a fresh, new web catalog, first create an empty directory within the $ORACLEBIDATA/web/catalog directory where the BI Presentation Server is installed, like this:

Sshot-1-2

Then edit the $ORACLEBIDATA/web/config/instanceconfig.xml file to point to this new directory.

Sshot-2-2

Then stop and start the BI Presentation Server service (from the Services applet in Windows, or using the run-saw.sh script under Linux/Unix). When the Presentation Server sees the empty directory, it will create the necessary folder structure within it, giving you a nice, clean web catalog to work with.

Sshot-3-2

You can now create reports, dashboards and so on in here, without any of the demo items from Oracle cluttering things up.

2. Create catalog groups and folders for each area of analysis within the web catalog.

In terms of the folder structure within the web catalog, we tend to leave the users folder to itself (the Presentation Server creates a folder for each user that registers in the web catalog), the system folder to itself (the Presentation Server looks after this), and concern ourself instead with the shared folder.

How you structure sub-folders under the shared folder really a question of how the system will be used. If you’ve got just a single user community for your system, you might create one folder per dashboard, and place all the requests used by that dashboard within that folder, keeping things simple for when you want to apply security. Typically though, you will have a number of departments or functions that are using OBIEE, and so you will usually want to create web catalog “groups” and “group folders” per department or function. The simplest way to create these groups is to use the Add/Edit Group function with the web-based Presentation Services Administration screen.

Sshot-9-1

According to the instructions on this screen, it should also create the corresponding group folder as well, but when I tried it the folder wasn’t there. Therefore you may need to separately create the group folder using the Catalog Manager, just under /Shared, to hold that group’s dashboards and requests.

Sshot-10

3. Create a “Corporate MI” folder for “gold standard” reports

If you have a “Corporate MI” portal where individual departments publish and maintain data, you might want to create another group folder to hold these dashboards. Then, departments can develop their own “private” dashboards and requests in their own group folders, and promote them to the Corporate MI dashboard using an approvals/change control process. These dashboards and requests can then become “gold standard” or “kite marked” authoritative sources within the organization, whilst giving departments the ability to create reports specifically for their own purpose (this blog post by Phil Wright contains some good suggestions around report governance, user acceptance and BI portals in organizations).

Sshot-5-1

4. Enable drop-down menus for dashboards within each catalog group.

Each department can then set up it’s own dashboards, requests, alerts and filters within its own shared, group folder (or indeed, create subfolders for specific areas of analysis). If departments end up creating lots of dashboards, the Presentation Server will automatically show them in a drop-down list with the group folder as the menu name once the number of visible dashboards for a user is fifteen or more. You can control this setting by adding a tag to the instanceconfig.xml file; I typically set it to 1 on real projects so that all departmental dashboards are shown in drop-down menus.

Sshot-6-1

Then when users view the dashboard, all of the dashboards are clearly grouped by function.

Sshot-7-1

Note that dashboards can only normally be placed in these top-level, group folders (within the _portal subfolder), and you get the choice of which group folder in which to place your dashboard when it is initially created.

Sshot-8-1

These group folders can then be used to hold the requests associated with each group’s dashboards. If you like, you can store saved filters either directly in these group folders, or in a special “Filters” sub-directory under the corresponding group folder.

5. Enable permissions and security within the web catalog.

If you followed the process above, you will have web catalog groups and corresponding group folders in which you will store their dashboards. reports, alerts and filters. To secure access to these groups, ensure that their names correspond to your groups in the RPD or your LDAP server, and then the presentation server will assign them to the corresponding web catalog groups when the user is authenticated using the BI Server. If you’ve organized your web catalog content into these group folders, applying security should be reasonably straightforward as you’ll assign the same permissions to all objects within each group folder. Use the Catalog Manager to set permissions, where you can select “Apply Recursively” to set these permissions on all objects within the group folder.

Sshot-11

Make sure you only ever assign permissions against groups, rather than users, to keep things managable. Even so, setting up web catalog security can get quite complicated, especially once you get down to individual dashboard pages and the like. This posting by Kurt Wolff goes through some of the options and suggests some approaches to make it work.

6. Set subject area permissions using the BI Administration tool, not the Presentation Services Administration screen.

The Presentation Server Administration screen can be used to set access to subject areas, stopping users from creating reports using these subject areas or running reports that reference them.

Sshot-12

My preference though is to set these permissions at the RPD level instead. This keeps all data access permissions in one place (row-level and subject/table/column-level security) and also makes it easy to control access through the groups in your RPD or LDAP server. When you change permissions on these RPD objects you may need to restart the Presentation Server before the restrictions pass through correctly to the Presentation Server – until you do this users who don’t now have permission may still see the subject area listed and may be able to see the table listing, but each of the tables will be empty of columns.

Sshot-13

7. Control access to Presentation Services functions using the Presentation Services administration screen.

Subject area security excepted, the Presentation Services administration screen lets you control whether a user or group can access Answers, Delivers or much lower-level items of functionality, such as which particular views they can include in their requests.

Sshot-14

Again, define groups in the catalog for profiles of users, and use these groups to assign privileges in the web catalog. You can also assign permissions on BI Publisher functionality using the Presentation Server administration screens. Also, as Jeff McQuigg points out, if you’re currently only providing dashboards to users and someone suggests turning Answers on for them, be aware that this might mean that your RPD might need some additional thought before you let users loose on it.

8. Back up your web catalog regularly, and use the Catalog Manager for archiving/restoring catalog entries

You can back-up your whole web catalog by zipping it up and storing it on a backup device. To restore it, unzip the backup and copy it back in its entirety. If you want to archive or backup individual requests, dashboards or group folders, use the Catalog Manager application and select the Archive / Unarchive options.

Sshot-15

Whatever you do, don’t filesystem copy elements of the web catalog and then try and copy them back, as you may hit problems around permissions that only manifest themselves some time later. Also consider using the Content Accelerator Framework (CAF) plug-in to the Catalog Manager to copy reports, dashboards and RPD calculations from one dashboard to another, although as Kevin McGinley points out, this doesn’t make CAF an environment migration tool.

9. Implement the Usage Tracking subject area and reports to monitor web catalog usage

OBIEE 10g now ships with a set of scripts, a predefined RPD and web catalog that you can import into your project to provide statistics on dashboard and request usage. This Oracle by Example article sets out how to install Usage Tracking and once you’ve done so, you can get a good handle on what requests are used most and which users might be having problems. Combine the usage tracking data with ibots and time-series functions, and you can start to generate alerts when key reports are taking longer to run that normal, letting you fix problems with performance before users can report it to you.

10. Implement an “impact analysis” system for your web catalog entries

One thing that’s lacking “out of the box” with OBIEE 10g is any way of measuring the impact, on web catalog entries, from changes to the RPD. You can export a list of reports, subject areas, columns and tables from the Catalog Manager, which gives you a central list of what RPD items are used by what reports.

Sshot-16

You can then view this list on screen, or output it to a file.

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From this list you can then at least see what reports are going to be affected by an RPD change. Within Rittman Mead we have developed an ApEx application that takes this file as an input, parses the RPD and allows us to do an automatic impact analysis; when we get a moment we’ll post details on here together with details on how you can use it on your projects.

So, there’s my “starter for 10″ in terms of web catalog best practices. Do you have any others that you can share? Do you disagree with any that we have come up with, or have a better way to achieve their aim? Have we missed anything off? Just add a comment and we’ll incorporate it into the posting.

 
  dashboards

Running OBIEE Oracle By Example Tutorials against a database not called ORCL

Posted on the February 17th, 2010. Read times

Source: oramoss oracle [link]

I’ve been working with OBIEE for a while now, but I’ve not actually gone through the Oracle By Example tutorials, so I figured it would be a good idea to do that.

I started looking at the first Oracle By Example OBIEE tutorial yesterday and came across an issue with a simple solution to share with you.

The tutorials have a few caveats about what they expect from your environment, when you’re going to run through them – one of them being that you have access to a 10g database. What the prerequisites don’t specifically say is that unless your database is called ORCL, you’ll need to jump through a few more hoops – as I did, with my database called TEST.

I followed the instructions from the tutorial such that I had:

  1. An SH schema in the 10g database, with the standard tables and data Oracle supply.
  2. Created an ODBC Data Source pointing to a database called TEST, checking it functioned correctly.
  3. Restored the presentation catalog and updated the configuration files accordingly.

I then proceeded to login to the BI Dashboards which brought up half the display, but it was full of TNS errors indicating that the connection could not be made between the BI Server and the database where the SH schema resides:

BI Server TNS Errors

After some investigation in the Administration tool, I discovered that the Connection Pool setting was using a Data Source Name called “ORCL” which doesn’t match my TNS/Database called TEST, hence it couldn’t make the connection to the database:

ORCL Connection Pool

Now, the RPD was read only at the time, so I first shut down the services so it could be opened read/write:

BI services down

…logged into the Administration tool using Administrator user (Password Administrator), opened the SH.RPD file read/write and modified the Data Source Name in the Connection Pool from ORCL to TEST, whilst ensuring the password for the SH user matched that of my TEST database:

Change ORCL to TEST

…next I restarted the services:

BI services up

…and then logged on again, to find it all now worked:

TEST all working

 
  bi quiz

Last week at the BI forum I ran a quiz.

It was a a light hearted affair with specialist subject questions mixed with general knowledge.

The winning team overall was JEH, and the most obiee skilled team was the Dream Team. Top prizes included some Brighton rock and a pencil!!

I had to dig around in the documentation to find some of the questions, and found a few tough ones, so I was delighted that everyone did pretty well. If you were in a team you may want to see the results below!

Here are the questions. See how many you can get.

I may post the answers later!

1. What can’t you ‘manage’ in the Admin tool

a) Projects

b) Sessions

c) Security

d) Variables

e) Models

f) Cache

2. Who thinks Coding in UDML is fun

a) Andreas Nobbman

b) Christian Berg

c) Mark Rittman

3. Which if these is NOT a view in OBIEE

a) Text

b) Legend

c) Static Text

d) Narrative

4. Which of these is NOT a table type in the physical layer.

a) Materialized View

b) Stored Procedure

c) Physical Table

d) Select

5. What is this Icon used for?

a) See who has access to a page

b) See more details on a group

c) Add a column to a page

d) Add a user to a group

e) Add a page to a dashboard

6. What does the UDML statement “DECLARE ENTITY FOLDER” create

a) Presentation Catalog

b) Presentation Table

c) Physical Display Folder

d) Logical Display Folder

7. Which of the following is NOT valid UDML

a) DECLARE ATTRIBUTE

b) DECLARE FOLDER

c) DECLARE TABLE KEY

d) DECLARE COLUMN

8. Which of these is NOT a real utility

a) nQSStartup.exe

b) nQSChangePassword.exe

c) nQLogViewer.exe

d) nQCmd.exe

e) nQUDMLGen.exe

9. Which of the following is NOT a real setting in the privileges section of the web based admin

a) Analyze BI Publisher Reports

b) Access to RSS Feeds

c) Manage Privileges

d) Edit My Dashboard

e) Add/Edit Nested Request View

10. What year saw the release of Siebel Analytics 7.5

a) 2002

b) 2000

c) 1998

d) 2004

11. Which of these is NOT a real Oracle Function

a) NEXT_DAY

b) TRUNK

c) NEW_TIME

d) EXTRACT

e) MONTHS_BETWEEN

12. Which of these is NOT a real Admin Tool Utility

a) Repository Documentation

b) Remove Unused Physical Objects

c) Aggressive Persistence Wizard

d) Oracle BI Event Tables

e) Rename Wizard

13. What setting do you add to instanceconfig.xml if you want group dashboards together in a single hyperlink

a) DashboardMenuLinks

b) PortalBannerLinkItems

c) DashboardMaxBeforeMenu

d) DashboadLinkItems

14. Which SQL statement is valid

a) CREATE OR REPLACE FUNCTION AW3(vInt IN PLS_INTEGER)

b) CREATE OR REPLACE MATERIALIZED VIEW AW2 AS SELECT * FROM AW1

c) CREATE OR UPDATE VIEW AW4(COL1) AS SELECT COL1 FROM AW1

d) CREATE OR REPLACE TABLE AW1(COL NUMBER)

15. What was the name of the original company that developed OBIEE

a) Nquire

b) Majendi

c) Oracle

d) Siebel

16. Which of the following functions is NOT valid

a) Week_Of_Year.

b) DayOfQuarter

c) Week_of_Quarter

d) DayOfWeek

e) DayOfYear

f) DayOfMonth

17. Which function returns the first item in the list that the user has permission to see

a) INDEXCOL

b) CHOOSE

c) CHOOSECOL

d) INDEX

18. True or False: To make a dashboard visible to one group only, that group needs to be added to the repository

a) TRUE

b) FALSE

19. Which well known blogger has his own brewery

a) Venkat

b) Adrian Ward

c) Jeff Mcquigg

d) John Minkjan

20. Which of these is a real professional LinkedIn group

a) Oracle Business Intelligence Group

b) Oracle BI Nerds Group

c) OBIEE Unlimited Group

d) OBIEE for Beginners Group

21. What is the maximum number of characters that display in a textbox

a) 125

b) >100000

c) 256,000

d) 255

22. What is the default size parameter of the CHAR datatype in a Cast function

a) 30

b) 100

c) 2000

d) 255

23. Which of these is NOT a real configuration file

a) NQSConfig.xml

b) NQclusterconfig.ini

c) catalogmanager.ini

d) config.ini

e) rtfm.ini

24. Which of the following is a valid interval

a) TSI_SECOND

b) TIME_SECOND

c) SQL_SECOND

d) SQL_TSI_SECOND

25. In the instanceconfigl.xml there is a tag called DSN. In which file does this tag look for more details?

a) tnsnames.ora

b) odbc.INI

c) NQClusterconfig.INI

d) NQServer.INI

26. True or False: To use LDAP based Authorisation, you have to import the groups into the catalog

a) TRUE

b) FALSE

27. Which of these is NOT related to Security

a) Usage Tracking

b) Authorisation

c) Authentication

d) Data Restrictions

28. Which of these is NOT a real icon?

a) Happy Face

b) Fish

c) Table

d) Heart

e) Laptop

f) Bear

29. Using an embedded URL, How do you include a dashboard from another catalog, without the top border (the one with the dashboard links in)

a) &nfi

b) &Border=False

c) &Syndicate=Sibel

d) &PageOnly=True

e) It just does it for you

30. At the BI Forum in 2009, Who said, ‘Don’t try this at home kids’

a) Christian Berg

b) John Minkjan

c) @drian

d) @lex

31. Which of these of NOT a real obiee object

a) Narrative

b) Text Box

c) Edit box

d) Speech Bubble

32. Which is the lowest logging level that will include the actual SQL sent to the database

a) 4

b) 1

c) 2

d) 3

33. Which of these is NOT a real function in OBIEE?

a) MAVG

b) CURRENT_DAY

c) SPACE

d) RMAX

e) REPEAT

34. What Query Restrictions are NOT available on User Permission settings

a) Time Restriction

b) Max Rows

c) Max Minutes

d) Max tables

35. In which config file do you set the path for your java files that called in an iBot?

a) instanceconfig.xml (in OracleBIData\web\config)

b) NQSConfig.INI

c) config.xml

d) filemap.xml

e) instanceconfig.xml (in the other place!)

36. Which of these is NOT a real Oracle Function

a) LEADING

b) BIN_TO_NUM

c) NANVL

d) SOUNDEX

e) REGEXP_COUNT

37. What Command is used to embed a dashboard Page into another web page?

a) Dashboard&GoURL

b) Dashboard&PortalPath

c) Go&Path

d) Dashboard&GoPath

e) Dashboard&Portal

38. Who won the Americas cup in 2004

a) Switzerland

b) Australia

c) Larry Elison

d) Spain

e) Oracle

39. On February 25th, From the list below, who has the highest number of points on the OBIEE forum on OTN

a) Christian Berg

b) Gerard Nico

c) Jon Mead

d) Goran O

e) Phil Henson

40. How many arguments does the OBIEE function INSERT have?

a) 5

b) 1

c) 4

d) 3

e) 2

41. What is the standard Port number used in 10g for the javahost?

a) 9706

b) 9810

c) 9803

d) 9703

e) 9710

42. Which of the following is NOT a report link

a) Copy

b) Save

c) Modify

d) Refresh

e) Download

43. Which ‘Operator’ is NOT available in a ‘Column Filter Prompt’

a) is less than

b) is in top

c) begins with

d) contains all

e) is LIKE (pattern match)


 
  Testing the OBIEE 10.1.3.x Multi-User Development Environment
13/12/2010

Adrian Ward’s recent post on multi-user development in OBIEE, together with some questions I’ve received about the feature, prompted me to dig out the manuals and start working through this relatively new part of OBIEE on my laptop. The basic proposition with the Multiuser Development Environment is that you can have a group of developers all checking out, and checking in, various elements of a central BI Server repository project without tripping up over each other; Adrian’s post indicated that it more or less worked but that it took a bit of setting up. To work through this example then I’ve got a repository with a number of fact tables that share some conformed dimensions, I’m going to simulate a number of developers working on the repository and see how it handles the concurrent development.

The first step in getting multi-user development up and running is to open up a copy of the repository in question, in offline mode, making sure that it’s not also being used in online mode at the same time (you’ll find you can only open it read-only otherwise). Once you open the repository you can select Manage > Projects from the BI Administrator and start selecting presentation layer fact tables to make up your project.

Mde1

Each project can contain multiple presentation layer fact tables, and selecting a fact table brings in the dimension tables that are associated with them (you don’t see these in the Project Manager folder though. You can also bring in users (a user needs to be listed in the project to be able to check the project out, these users need to be in the administrator group to be able to log in to the BI Administrator tool), initialization blocks and variables (for security, dynamic filters and so on). I ended up creating three projects, two of which were for separate fact tables that shared conformed dimensions (to see what happened when one project overwrote the dimension table design used by another project), one of which included two fact tables of which one was also listed in another project. The point of all this was to see how the Multiuser Development Environment dealt with presentation folders “owned” by more than one project and logical dimension tables that were been updated by separate projects. I also created some separate users to see how security works and how audit information was added to the project audit trail.

Mde2

The next step is to create a directory on a shared network drive, and to copy this repository file to this shared location. The MDE process apparently makes changes to the file such that it’s not safe to leave it in the usual repository location ($ORACLEBI_HOME/server/repository) and so I copied it, for the purposes of this exercise, to a directory called “rpd_multiuser” on the root of my C drive. You can see a copy of the Paint repository that I’ve also copied there and worked with, as you can see the MDE process creates versions of the RPD file to support different checked-out releases of the file.

Mde3

Once the file is copied to the shared drive, each individual developer then needs to go through the steps to enable their copy of BI Administrator to work in multi-user mode. This involves logging in to BI Administrator and then selecting Tools >Options, then entering the location of the shared directory into a dialog along with their name, that will appear in the audit trails for the various projects.

Mde4

As this information gets stored in the Windows registry on the PC that’s running BI Administrator, it’s going to be tricky to simulate lots of different users accessing different projects as BI Administrator will only have one “Full Name” to work with, the one that’s stored in the registry. I’ll give it a go though and bear in mind that the full name is going to be the same for each user, at least in this simulation.

Once you’ve set up your projects, copied the repository to a share drive and configured each copy of BI Administrator to work in multi-user mode, you can start BI Administrator now and select File > Multiuser > Checkout Project to check your project out of the repository.

Mde5

If there are multiple repository files in the shared directory, as there are in my case, you are presented with a list of available ones.

Mde6

In my case I select the one that I just created, and then log in as “User1″, which should have access to the Orders Fact project. In fact when the user connects to the multi-user repository they are presented with a list of all projects, however if they select on that they don’t have permissions on then they can’t save the required local copy.

Mde8

I pick a project that the user does have access to, and then am prompted to save a local copy of the repository file extract. I’m then presented with a repository that is just the presentation, business model and mapping and physical folders and table that I require to work on my project.

Mde9

User2 has access to this project as well, and so I open up another BI Administrator session and log in as this user, again selecting the same project. The BI Administrator lets me open the project, which is already checked out by User1, and save a local copy of the project repository extract to my hard drive.

I then open up another BI Administrator session and connect as User1 again, this time opening the Orders and Appointments folder that has elements of the other project within it (the Product dimension) and some items that are unique to it. I finally open another session as User3 and open the Orders Fact project, which again shares dimensions with other projects, and save a local copy of the repository extract.

I now make an amendment, as User1, to the Order Returns fact project, and then select File > Multiuser > Compare with Original to see if it recognizes the change I made. This comparison is done using a copy of the original repository when I first checked the project out.

Mde10

Looking at the comparison report it’s picked up the change I made.

Mde11

I then make another changes as the User2 user, to the same project, adding another column to the Return Reasons Dim table. Running the comparison with original test again just highlights this user’s change, not the one carried out by the first user, as their change hasn’t been checked into the repository yet.

I switch back to User1 and select File > Multiuser > Merge Local Changes, to apply my project changes back to the main repository within the shared area.

Mde12

The Multiuser feature then checks as to whether this project is locked, and if it’s not, it prompts me for some descriptive text to describe the update I’m committing, plus I can confirm or amend the Full Name that gets logged alongside the change. I use this opportunity to add a “User1″ prefix to my name, so that’s its clear which of my simulated users is making the change.

Mde13

I then get presented with a Merge Repositories dialog. Now this dialog is prompting me to merge my changes with my locally stored copy of the multi-user repository that’s in my own personal repository directory; later on I’ll get the chance to publish my copy of the project back to the multi-user repository proper.

Mde14

Once I press the Merge button, my changes are then applied back to my personal copy of the project, and the Administration tool then displays the full multi-user project within the admin tool.

Now if I switch to User2 and try and merge their changes in, I get an error saying that “I am already trying to check this file in.” Switching to User3 I try and merge their changes in, to a completely different project, and I get the same error, and I’m not sure if this is because I’ve got several BI Administrator sessions open at one time all of which are trying to work in multiuser mode, or whether it’s because one has merged their changes into their own local copy of the repository but not yet published those changes to the master repository.

I therefore switch back to User1 which now has the multi-user repository opened (this happened after I merged that users own local changes in) and attempt to close the repository. I am then prompted to publish the changes I’ve made or discard them, this presumably releases the lock on the project and thereafter allows my other users to start merging their own changes back into their local copies of the repository.

Mde15

Now one thing I’ve not been able to deduce is whether one project being locked then excludes any other project using that multi-user from merging and then publishing its changes; from looking at the screenshot above and the tests I’ve carried out, I suspect that (a) assuming each developer is working on their own PC, they can all independently merge changes they make on projects into their own locally stored repository extracts, but that (b) if a single developer, working on any project using a multi-user developer takes a lock on that repository, in preparation for publishing their changes to it, then the others have to wait until that developer either publishes or discards the changes. Based on my test case I can’t be sure of this as I couldn’t merge any changes once one other user had done a merge, I’ll have to try and set up a multiple PC environment and see which one of these findings is actually correct.

Having said that, and no doubt there’s a few subtleties in the process and some niggles in the initial release of this feature, but on this superficial test all the bits you’d expect to see in a basic multi-developer environment are available, albeit with a bit of a complicated arrangement around the number of copies of the RPD file that you need and the multiple-step change committing process. To be honest, if Siebel had done the sensible thing and stored the repository in a relational database no doubt none of this faffing about would be needed, but then again OWB has just that and the multi-user features it has aren’t as complete as this. So all we need now is a repository that’s stored in a proper database, plus at some point in the future the ability to do proper source-control steps such as splitting and branching repositories, versioning them and so on, together with some sort of ability to include the web catalog and the BI Publisher catalog in the process, and I guess we’ll be getting there. I’ll update the posting once I know more about the master repository locking issue, but I suspect this is more down to me trying to run a test on a single PC rather than an issue with the process. Of course any feedback is welcome.



 
  DAC details

DAC (OBIEE)

DAC stands for Data Warehouse Application Console. It is an essential component of Oracle BI application architecture.

DAC serves the following purposes:

1. DAC is a metadata driven administration and deployment tool for ETL and data warehouse objects

2. Used by warehouse developers and ETL Administrator

3. Application Configuration

  • Manages metadata-driven task dependencies and relationships
  • Allows creating custom ETL execution plans
  • Allows for dry-run development and testing

4. Execution

  • Enables parallel loading for high performance ETL
  • Facilitates in index management and database statistics collection
  • Automates change capture for Siebel OLTP
  • Assists in capturing deleted records
  • Fine grain restartability

5. Monitoring

  • Enables remote admin and monitoring
  • Provides runtime metadata validation checks
  • Provides in-context documentation
 
 

OBIEE Archives

August 11, 2009

Ships in the Night

A question that normally pops up in every RFx we have to respond to is what is the release history of our product. I have typically found this information hard to come by, but have been able to compile the following list (with a lot of input from Esmond Chia):

These products have a long heritage with Oracle BIEE being based on Siebel Business Analytics which was originally created by nQuire in 1997 and Hyperion Essbase was originally created by Arbor prior to being acquired by Hyperion in 1998. The following major releases of the software have occurred:

Recent Oracle BIEE release history is as follows:

  • Siebel Analytics 7.0 - 2002
  • Siebel Analytics 7.5 - 2003
  • Siebel Analytics 7.7 - 2004
  • Siebel Analytics 7.8.2 and 7.8.3 - 2005
  • Siebel Analytics / Oracle Business Intelligence 7.8.4 and 7.8.5 - 2006
  • OBIEE 10gR3, 10.1.3.2 - Jan 2007
  • OBIEE 10gR3, 10.1.3.2.1 - Apr 2007
  • OBIEE 10gR3, 10.1.3.3.0 - Aug 2007
  • OBIEE 10gR3, 10.1.3.3.1 - Oct 2007
  • OBIEE 10gR3, 10.1.3.3.2 - Dec 2007
  • OBIEE 10gR3, 10.1.3.3.3 - May 2007
  • OBIEE 10gR3, 10.1.3.4 - Aug 2008
  • OBIEE 10gR3, 10.1.3.4.1 - Apr 2009


Recent Hyperion Essbase release history is as follows:

  • Version 9.0 - Sep 2005
  • Version 9.0.1 - Dec 2005
  • Version 9.2 - Jun 2006
  • Version 9.3 - Jan 2007
  • Version 9.3.1 - Nov 2007
  • Version 11.1.1.1 - Sep 2008
  • Version 11.1.1.2 - Mar 2009
  • Version 11.1.1.3 - Aug 2009 (Essbase Crystal Ball integration, Smartview Metadata, HVE Maps)


Recent Oracle BI Apps release history is as follows:

  • Business Analytics Applications 7.0.x - Dec 2001
  • Business Analytics Applications 7.5.x - Aug 2002
  • Business Analytics Applications 7.7.x - Jun 2004
  • Business Analytics Applications 7.8.x - Nov 2005
  • BI Apps 7.9.0 - Jan 2007
  • BI Apps 7.9.1 - Apr 2007 (added Siebel 8.0 certification)
  • BI Apps 7.9.2 - May 2007 (added Profitability Analytics for OFSA 4.5)
  • BI Apps 7.9.3 - Aug 2007 (certify for PeopleSoft Financials 8.4 / 8.8 and HR 8.8)
  • BI Apps 7.9.4 - Dec 2007 (certify EBS R12)
  • BI Apps 7.9.5 - May 2008 (certify Informatica PowerCenter 8.1.1 SP4 and PeopleSoft Financials 8.9 / 9.0 and HR 8.9 / 9.0)
  • BI Apps 7.9.6 - Apr 2009 (added Project Analytics, Loyalty Analytics, JDE Fin Analytics)

The latest shipping versions are:

June 16, 2009

Peak Performance

One of my colleagues in Oracle Consulting (Gavin Steenkamp) pointed out a cool feature around monitoring performance in OBIEE today.

If you go to the the following URL on your OBIEE installation:

http://myserver/analytics/saw.dll?perfmon (log in as Administrator)

This is what you will see:
Perfmon.jpg

There is also of course the BI Management Pack, and Usage Tracking functionality.

July 8, 2009

Surprise Package

A simple one today, but a question I get asked regularly is the difference between OBIEE+ and OBISE1. OBISE1 is a cut down version of OBIEE+ designed to cater for entry level deals however both are based on the same technology platform. The differences between the 2 are:

OBIEE+

  • Can be licenced either by Named User or Processor
    • Min 50 users, or 1 CPU
  • Has the modules (see here for more detail):
    • BI Server - Common enterprise business model and abstraction layer
    • BI Answers – Ad-Hoc Analysis and Reporting
    • BI Interactive Dashboards - Proactive business activity monitoring and alerting
    • BI Briefing Books - Snapshots of dashboard pages to view and share in offline mode
    • BI Publisher – Enterprise reporting and distribution of "pixel-perfect" reports
    • BI Delivers – Proactive business activity monitoring and alerting
    • BI Office – MS Office plugins
    • Disconnected Analytics - Full analytical functionality for the mobile professionals
      • Note this is an extra cost option to OBIEE+
  • Licence also contains the old Hyperion Reporting Tools
    • Interactive Reports
    • Production Reports
    • Web Analysis
    • Financial Reports


OBISE1

  • Can only be licenced by Named User
    • Min 5, Max 50 Users
    • Licence also includes a Oracle Database SE1 licence for the same # of Named Users
    • Product is restricted to be used against the included Database and 1 other relational data source
      • but unlimited flat file sources
  • Does not contain BI Office, BI Delivers, or the Hyperion Reporting Tools. Thus only has:
    • BI Server - Common enterprise business model and abstraction layer
    • BI Answers – Ad-Hoc Analysis and Reporting
    • BI Interactive Dashboards - Proactive business activity monitoring and alerting
    • BI Briefing Books - Snapshots of dashboard pages to view and share in offline mode
    • BI Publisher – Enterprise reporting and distribution of "pixel-perfect" reports


Customers can start with OBISE1 and the later migrate to OBIEE+ if they require additional users or functionality. BTW, one question I often get is can OBISE1 integrate with MS Office. You can download content from Answers/Dashboards into Office (Excel/Powerpoint) but it is a static copy of the data, unlike OBIEE which also has the BI Office plugin’s for MS Office which allow you to refresh and secure the reports directly from Excel/Powerpoint.

September 11, 2009

Perfect Harmony

Another question that pops up frequently is around certification. When it comes to OBIEE, the bible is the SRSP (System Requirements and Supported Platforms). This is available in the OBIEE product documentation. BTW, a quick link to most Oracle product documentation is http://docs.oracle.com.

Simarly for BI Apps, the SRSP is available in the BI Apps product documentation.

The SRSP contains items such as:

  • Harware Requirements
  • Supported Operating Systems
  • Supported Appliaction Servers
  • Supported Identity Management Solutions
  • Supported Data Sources
  • Supported Web Browsers
  • Supported Languages

The current SRSP documents are:

While the links above cover a couple of the older releases, I was asked recently for the SRSP for some really old versions of Siebel Analytics. After some digging, I found the following on the new Oracle Support (previously Metalink3) website:

Oracle Business Intelligence Certification Matrix [ID 745042.1]

When it comes to the Plus part of OBIEE+ (IR, FR, PR and WA), these product certifications are still listed in theOracle Enterprise Performance Management documentation. Specifically, the certification matrices for the various products are available here.

June 3, 2010

Into Orbit (OBIEE 11g Launch)

After much anticipation, it appears that OBIEE 11g is about to hit the streets.

Join Charles Phillips, President, and Thomas Kurian, Executive Vice President, Product Development, for thelaunch of the latest release of Oracle's business intelligence software.

Be the first to hear about Oracle Business Intelligence Enterprise Edition 11g, the new, industry-leading technology platform for business intelligence, which offers:

  • A powerful end-user experience with rich visualisation, search, and actionable collaboration
  • Advancements in analytics, OLAP, and enterprise reporting, with unmatched performance and scalability
  • Simplified system configuration, life-cycle management, and performance optimisation

As well as the keynote and technical general session, break out sessions will cover the following topics:

Business Intelligence: From Insight to Action
In this session, you will learn about an exciting, industry-first innovation that connects business intelligence directly to your business processes. You can spot an opportunity or issue, and immediately initiate appropriate action directly from your dashboard.

Oracle Business Intelligence Enterprise Edition 11g Systems Management and Deployment
Learn how you can streamline the process of configuring your system, provisioning users, and monitoring and optimising query performance. Attend this session to hear how new integration with Oracle Enterprise Manager provides unique systems management, superior scalability, and high availability and security benefits, while making upgrades effortless.

Extending Business Intelligence Analytics with Online Analytical Processing (OLAP)
Learn how you can enhance the analytical power and business value of your BI solution with a unified environment for navigating and querying both OLAP and relational data sources. This session will focus on how Oracle Business Intelligence Enterprise Edition 11g, used with Oracle Essbase, can deliver insight at the speed of thought.

Integrated Performance Management
If your organisation is using or considering performance management applications such as Oracle's Hyperion Planning and Hyperion Financial Management, you will not want to miss this session. See how you can leverage Oracle's BI solution for accessing performance management applications and performing extended financial reporting and analysis.

Visualisation and End-user Experience
The latest release of Oracle Business Intelligence provides an unrivaled end user experience, including rich interactive dashboards, a vast range of animated charting options, integrated search, and more. This session will also include a close look at how you can leverage location data to visualise geo-spatial information.


 
i try to keep some subject on my blog

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