51228145 bi-apps-architecture

119
© 2008 Oracle Corporation – Proprietary and Confidential 1 INSTRUCTIONS FOR USE THIS PRESENTATION IS MEANT FOR TECHNICAL AUDIENCES TO COVER DETAILED ARCHITECTURE FOR THE ORACLE BI APPS

Upload: mjcguedes

Post on 31-Oct-2014

1.142 views

Category:

Technology


1 download

DESCRIPTION

 

TRANSCRIPT

Page 1: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 1

INSTRUCTIONS FOR USE

• THIS PRESENTATION IS MEANT FOR

TECHNICAL AUDIENCES TO COVER

DETAILED ARCHITECTURE FOR THE

ORACLE BI APPS

Page 2: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 2

NOTES TO SPEAKER

• This presentation is meant for an audience that doesn’t understand

the value of the prebuilt BI Apps / BI & Data Warehousing

• Looking to buy a point solution like DBI, Noetix, etc.

• Thinks they can build their own solution for similar cost with Cognos or

BOBJ

• This is not a product pitch – rather an educational session

• The flow is to argue for a BI App, then argue for a pre-built BI App,

then reinforce the need to look at what it takes to build a world class

BI solution (not just reports)

• There are additional slides in the Backup section. Please use them as

appropriate

• Use the PeopleSoft specific slides and Oracle EBS specific slides as

appropriate for the customer’s source system

Page 3: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 3

OTHER RELATED MATERIALS

• Each application has its own presentation

• Oracle BI Applications Overview

• Oracle Financial Analytics

• Oracle Supply Chain and Order Management Analytics

• Oracle Procurement and Spend Analytics

• Oracle Human Resource Analytics

• Oracle Sales Analytics

• Oracle Service and Contact Center Telephony Analytics

• Oracle Marketing Analytics

• There are presentations for specific topics

• Oracle BI Applications Architecture Overview

• Oracle BI Applications Consolidated Data Model

• Oracle BI Applications Integration with Oracle Applications

Page 4: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 4

Page 5: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 5

The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

Safe Harbor Statement

Page 6: 51228145 bi-apps-architecture

<Insert Picture Here>

Oracle BI Applications Architecture

Page 7: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 7

Program Agenda

Overview of Oracle BI Applications

Oracle BI Applications Architecture

Q&A

Page 8: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 8

<Insert Picture Here>

Product Overview

Page 9: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 9

PackagedPackagedETL MapsETL Maps

UniversalUniversalAdaptersAdapters

IVR, ACD, CTIIVR, ACD, CTIHyperionHyperionMS ExcelMS Excel

Other Data SourcesOther Data Sources

Ad-hoc Analysis

ProactiveDetectionand Alerts

MS OfficePlug-in

Reporting & Publishing

Interactive Dashboards

DisconnectedAnalytics

WebServices

Oracle BI ApplicationsMulti-source Analytic Apps Built on BI Suite EE Plus

Oracle BI Apps

built on

Oracle BI EE Plus• Prebuilt Hierarchies, Drill Paths, Security, dashboards, reports

• Common Enterprise Information Model

• Based on industry and analytic best practices

Oracle BI Applications

Sales

Service &

Contact

Center

Marketing

Supply Chain

& Order

Management

Procurement

& SpendFinancials

Human

Resources

Page 10: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 10

Oracle BI ApplicationsMulti-Source Analytics with Single Architecture

AutoAuto Comms& Media

Comms& Media

Complex

Mfg

Complex

Mfg

ConsumerSector

ConsumerSector EnergyEnergy Financial

Services

FinancialServices

HighTech

HighTech

Insurance

& Health

Insurance

& Health

LifeSciences

LifeSciences

Public Sector

Public Sector

Other Operational & Analytic Sources

Source adapters:

Sales MarketingProcurement

& Spend

Supply Chain & Order

Management

HumanResources

PipelineAnalysis

ForecastAccuracy

Sales Team Effectiveness

Up-sell/ Cross-sell

Cycle Times

Lead Conversion

Employee Productivity

Compensation

Compliance Reporting

WorkforceProfile

RetentionAnalysis

Return on Human Capital

Revenue andBacklog

Inventory

FulfillmentStatus

CustomerStatus

Order Cycle Time

BOM Analysis

Direct / Indirect Spend

Buyer Productivity

Off Contract Purchases

Supplier Performance

Purchase Cycle Time

Employee Expenses

Campaign Effectiveness

CustomerInsight

Product Propensity

Loyalty &Attrition

Market Basket Analysis

Campaign ROI

Service &Contact Center

ServiceEffectiveness

Customer Satisfaction

ResolutionRates

Service RepEfficiency

Service Cost

Churn & Service Trends

Oracle BI Suite Enterprise Edition Plus

Travel

& Trans

Travel

& TransTravel

& Trans

Travel

& Trans

Financials

General Ledger

AccountsReceivable

AccountsPayable

Cash Flow

Profitability

Expense

Management

Page 11: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 11

Financial Analytics Components

Pre-mapped metadata, including

embedded best practice calculations and

metrics for financial, executives and other

business users

A “best practice” library of over 360

pre-built metrics, 30 intelligent dashboards,

200+ reports and several alerts for CFO,

Finance Controller, Financial Analyst,

AR/AP Managers and Executives

Pre-built ETL to extract data from over

3,000 operational tables and load it into

the DW, sourced from SAP, PSFT, Oracle

EBS and other sources

Pre-built warehouse with 16 star-schemas

designed for analysis and reporting on

financial analytics

• Presentation layer

• Logical business

model

• Physical sources

1 3

2 4

Page 12: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 12

<Insert Picture Here>

Technical Overview

Page 13: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 13

� 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

� Highly Parallel

� Multistage and Customizable

� Deployment Modularity

� Abstracted Data Model

� Conformed Dimensions

� Heterogeneous Database support

� Database specific indexing

Oracle BI Applications ArchitectureA

dm

inis

trati

on

Meta

data

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

Direct

Access to

Source

Data

Data Warehouse /Data Model

ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Page 14: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 14

Ad

min

istr

ati

on

Meta

data

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

Direct

Access to

Source

Data

Data Warehouse /Data Model

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

ETL

Load Process

Staging Area

Extraction Process

DA

C

ETL Overview

• Multiple Approaches to loading source data

• ETL Layered architecture for extract, universal staging and load• Provides isolation, modularity and extensibility

• Architected for performance• All mappings architected with incremental extractions

• Data Warehouse Administration Console (DAC)• Application Administration, Execution and Monitoring

Page 15: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 15

Ad

min

istr

ati

on

Meta

data

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

Direct

Access to

Source

Data

Data Warehouse /Data Model

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

ETL

Load Process

Staging Area

Extraction Process

DA

C

ETL Overview

Load

Load

Extract

Extract

SAPSAPPeopleSoftPeopleSoft

Source Independent Load

Staging TablesStaging Tables

Source Dependent Extract

OtherOtherSiebel Siebel

OLTPOLTPOracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App Layer

ABAP

App Layer

Business AnalyticsBusiness AnalyticsWarehouseWarehouse

Page 16: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 16

Data Extraction and Load Process

Load

Load

Extract

Extract

SAPSAPPeopleSoftPeopleSoft

Source Independent Load

Staging TablesStaging Tables

Extract

OtherOtherSiebel Siebel

OLTPOLTPOracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App Layer

ABAP

App Layer

Business AnalyticsBusiness AnalyticsWarehouseWarehouseExtract

� 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

Page 17: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 17

Data Extraction and Load Process

Load

Load

Extract

Extract

SAPSAPPeopleSoftPeopleSoft

Source Independent Load

Staging TablesStaging Tables

Source Dependent Extract

OtherOtherSiebel Siebel

OLTPOLTPOracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App Layer

ABAP

App Layer

Business Analytics Business Analytics WarehouseWarehouse

Extraction Modes� Direct Database Access

� Oracle EBS

� Siebel CRM

� PowerConnect technology

� SAP R/3

� PeopleSoft Enterprise

� Universal Business Adapters

� Used for sources with no pre-

packaged business adapter

� Transforms and loads data from

universal sources through a flat file

interface

� Supply flat file(s) or tables meeting

a defined standard format

� Reduces implementation and

maintenance significantly

compared to building full ETL

solution from scratch

Page 18: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 18

Data Extraction and Load Process

Load

Load

Extract

Extract

SAPSAPPeopleSoftPeopleSoft

Source Independent Load

Staging TablesStaging Tables

Source Dependent Extract

OtherOtherSiebel Siebel

OLTPOLTPOracleOracle

PowerConnect

PowerConnect

SQL

SQL

SQL

SQL

App Layer

ABAP

App Layer

Business AnalyticsBusiness AnalyticsWarehouseWarehouse

Source Independent Layer

� Encapsulates warehouse load logic

� Handles:

� Slowly changing dimensions

� Key lookup resolution /

surrogate key generation

� Insert/update strategies

� Currency conversion

� Data consolidation

� Uses Bulk Loaders on all db

platforms

Page 19: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 19

Source Independent LoadSource Independent Load

(SIL)(SIL)Source Dependent ExtractSource Dependent Extract

(SDE)(SDE)

UniversalStaging

Area

UniversalStaging

Area

So

urc

e In

dep

en

de

nt

So

urc

e In

dep

en

de

nt

Ma

pp

let

Ma

pp

let

Bu

sin

ess

Co

mp

on

en

tB

us

ine

ss

Co

mp

on

en

tM

ap

ple

tM

ap

ple

t

So

urc

e A

dap

ter

So

urc

e A

dap

ter

Ma

pp

let

Ma

pp

let

Business Analytics

Warehouse

Business Analytics

Warehouse

PLP

mplt

mplt

mplt

Siebel

Oracle

SAP R/3

PSFT

EDW

Other

Fed

era

ted

Da

ta S

ou

rces

Fed

era

ted

Da

ta S

ou

rces

Post Load Process –Designed to build

Aggregates on Base Fact Tables

Each record is stamped with Source ID

ETL Component Architecture

Page 20: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 20

Oracle EBS Oracle EBS

Source TableSource TableSource QualifierSource Qualifier Expression Expression

TransformationTransformationMapplet output to Mapplet output to

Extract MappingExtract Mapping

ETL Mapping Example – Product DimensionBusiness Component Mapplet for Oracle Applications

Source

Page 21: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 21

Business Component Business Component

Mapplet for Oracle EBSMapplet for Oracle EBS

Product MasterProduct Master

Source Adapter Source Adapter

MappletMappletTemporary Temporary

Staging TableStaging Table

ETL Mapping Example – Product DimensionExtract Mapping (to Temporary Staging) for Oracle

Applications Source

Page 22: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 22

Temporary Staging Temporary Staging

Tables (Product Master)Tables (Product Master)Source Source

QualifierQualifierExpression Expression

TransformationTransformationUniversalUniversal

Staging TableStaging Table

ETL Mapping Example – Product DimensionExtract Mapping (Temporary Staging to Final Staging)

for Oracle Applications Source

Page 23: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 23

Universal Staging Universal Staging

TableTable

Source Source

QualifierQualifierW_PRODUCT_DW_PRODUCT_DData Warehouse Data Warehouse

TableTable

Source Independent Source Independent

Load (SIL) MappletLoad (SIL) Mapplet

ETL Mapping Example – Product DimensionLoad Mapping for Oracle Applications Source

Page 24: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 24

ETL Mapping Example – Product DimensionConfiguration Example – ROW_WID (Primary Key)

• Flexibility of Configuration

• Configuration of grain of data for facts/dimensions easily possible

Page 25: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 25

ETL Mapping Example – Product DimensionConfiguration Example – Slowly Changing

Dimension

Page 26: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 26

Incremental Extraction and LoadThe Logic Behind incremental ETL

• A variety of strategies used to optimize incremental extracts and loads

• Overall Philosophy – Extract incrementally if possible, else load incrementally

• Siebel

• Use a combination of a date window and rowid comparisons

• Oracle

• Use a date window and last update date for extraction

• Also use dates/record images to control updates on target

• PeopleSoft

• Use a date window and last update dates for extraction wherever possible

• SAP

• Use a date window and last update date for extraction

• Also use dates/record images to control updates on target

• Certain dimensions are fully extracted and but updates on target are controlled

Page 27: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 27

Incremental Extraction and LoadHow Last Minute Changes Are Captured

• Mostly one set of Mappings for both Initial and Incremental Loads

• Incremental extract will pick up the data that has been created/updated since the last extract date

• No need not worry about last minute changes• Changes before the extract mapping runs, will be picked up in the current run

• Changes after that will be picked up in the next run

• Controlled through DAC, Parameter “Prune Days”• Allows to go back "n" number of days since the last extract which will ensure that last minute changes have been picked up.

Page 28: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 28

Incremental Extraction and Load DAC Parameter Setting for Prune Days

Page 29: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 29

Data Warehouse Administration Console (DAC)Strong Competitive Differentiator

• For warehouse developers and ETL Administrator

• Metadata driven “ETL orchestration tool”

• Application Configuration

• Execution & Recovery

• Monitoring

• Allows:

• Pin-point deployment

• Load balancing / parallel loading

• Reduced load windows

• Fine-grained failure recovery

• Index management

• Database statistics collection

Page 30: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 30

Physical Data Model OverviewA

dm

inis

trati

on

Meta

data

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

Direct

Access to

Source

Data ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Data Warehouse /Data Model

• Integrated enterprise-wide data warehouse built with conformed dimensions

• Allows modular deployment

• Lowest grain of information

• Prebuilt Aggregates to support navigation from Summary to details

• Tracks historical changes

• Implemented and optimized for Oracle, SQL Server, IBM UDB/390, Teradata

Page 31: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 31

Features:

• Conformed dimensions

• Transaction data stored in most

granular fashion

• Tracks full history of changes

• Prebuilt and extensible

• Built for speed

Benefits:

• Enterprise-wide business analysis

(across entire value chain)

• Access summary metrics or drill to

lowest level of detail

• Accurate historical representations

Serv

ice

Serv

ice

Customers

Sale

sS

ale

s

Mark

eti

ng

Mark

eti

ng

Dis

trib

uti

on

Dis

trib

uti

on

Fin

an

ce

Fin

an

ce

HR

/ W

ork

forc

eH

R /

Wo

rkfo

rce

Op

era

tio

ns

Op

era

tio

ns

Pro

cu

rem

en

tP

rocu

rem

en

t

Customers

Customers

Suppliers

Suppliers

Suppliers

Common Enterprise Information Data Model

Page 32: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 32

ProductsProducts

DimensionDimension

TimeTime

DimensionDimensionSupply Chain & Order Supply Chain & Order

Management AnalyticsManagement Analytics

Q. How many of my top customers bought products from my worst suppliers?

Q. How many of my top customers bought products from my worst suppliers?

Sales Orders

Fact Table

Dim TableDim TableDim TableDim TableDimensionDimension

TablesTables

Support for Cross-Functional AnalysisPre-requisite of common conformed dimensions

Procurement and Spend Procurement and Spend

AnalyticsAnalytics

Purchase

Orders

Fact Table

Dim TableDim TableDim TableDim TableDimensionDimension

TablesTables

Page 33: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 33

Oracle BI Apps: Selected Key EntitiesUnified multi-source data model

Conformed Dimensions

� Customer� Products� Suppliers� Cost Centers� Profit Centers� Internal Organizations� Customer Locations� Customer Contacts� GL Accounts� Employee� Sales Reps� Service Reps� Partners� Campaign� Offers� Ledger

Conformed Dimensions

� Customer� Products� Suppliers� Cost Centers� Profit Centers� Internal Organizations� Customer Locations� Customer Contacts� GL Accounts� Employee� Sales Reps� Service Reps� Partners� Campaign� Offers� Ledger

Sales� Opportunities� Quotes� Pipeline

Order Management� Sales Order Lines� Sales Schedule Lines� Bookings� Pick Lines� Billings� Backlogs

Marketing� Campaigns� Responses� Marketing Costs

Supply Chain� Purchase Order Lines� Purchase Requisition Lines� Purchase Order Receipts� Inventory Balance� Inventory Transactions

Finance� Receivables � Payables � General Ledger� COGS

Sales� Opportunities� Quotes� Pipeline

Order Management� Sales Order Lines� Sales Schedule Lines� Bookings� Pick Lines� Billings� Backlogs

Marketing� Campaigns� Responses� Marketing Costs

Supply Chain� Purchase Order Lines� Purchase Requisition Lines� Purchase Order Receipts� Inventory Balance� Inventory Transactions

Finance� Receivables � Payables � General Ledger� COGS

Call Center� ACD Events

� Rep Activities

� Contact-Rep Snapshot

� Targets and Benchmark

� IVR Navigation History

Service� Service Requests� Activities� Agreements

Workforce� Compensation� Employee Profile� Employee Events

Pharma� Prescriptions� Syndicated Market Data

Financials� Financial Assets� Insurance Claims

Public Sector� Benefits� Cases� Incidents� Leads

Call Center� ACD Events

� Rep Activities

� Contact-Rep Snapshot

� Targets and Benchmark

� IVR Navigation History

Service� Service Requests� Activities� Agreements

Workforce� Compensation� Employee Profile� Employee Events

Pharma� Prescriptions� Syndicated Market Data

Financials� Financial Assets� Insurance Claims

Public Sector� Benefits� Cases� Incidents� Leads

Modular DW Data Model includes:

~350 Fact Tables

~550 Dimension Tables

~5,200 prebuilt Metrics

(2,500+ are derived metrics)

~15,000 Data Elements

Modular DW Data Model includes:

~350 Fact Tables

~550 Dimension Tables

~5,200 prebuilt Metrics

(2,500+ are derived metrics)

~15,000 Data Elements

Page 34: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 34

Types of Fact Tables• All base facts are based on single business function, e.g. Sales Order Lines, Sales Cycle Lines, etc.

• Types of Fact Tables• Transactional Facts

• Mirror of transactional data from the source

• Lowest atomic grain of each transactional record

• E.g. Employee Events Fact, Order Lines Fact• Snapshot Facts

• Snapshot of balances across time

• E.g. Employee Daily Snapshot, Inventory & Account Balances, AR and AP aging snapshots & Opportunity Pipeline

• Cycle Lines Facts

• Derived from multiple fact tables, typically store process cycle times

• E.g. Sales Order Cycle Lines, Purchase Cycle Lines• State Transition Facts

• Required for specialized transition count metrics

• Customer State transitions (# New, # Inactive customers, etc)• Aggregate Facts

• Performance enhancement on key metrics

• E.g. Payroll Aggregate (out of box Monthly, but configurable to other grains)

Page 35: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 35

Business Process Conformance

• Native source specific transaction types are

transformed and appended to standardized

warehouse codes

• Standardized warehouse codes are superset of all

supported sources

• Native source specific transaction types are retained

for source specific analysis

• E.g. Ethnic Codes, HR Event Types, Credit Memo, Debit

Memo types

Page 36: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 36

Business Process ConformanceExample: Accounts Receivable Process

Standard Warehouse

Code

Invoice Invoice and Payment

Schedules

Invoice items AR documents with DR

document type

CR Memo/DR Memo CR Memo and DR Memo CR Memo and DR Memo

items

AR documents with DA

document type

Payments Cash Receipts etc. Payments/ Deposits AR documents with DA

document type and ‘A’

as special indicator

Payment Applications Cash/CR Memo

applications/Adjustments

Payment Item Activities AR documents with DZ

document type

Other All other types of

transactions

BI/AR: All other types of

items

All other types of AR

documents

Page 37: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 37

Business Process ConformanceExample: Accounts Receivable Process

• All source transaction type code values are stored and appended with standardized warehouse codes

• All higher layers in the architecture and metrics use same standardized warehouse codes

• Stored source transaction type code values enables integration back into each transactional system

TYPE

CODETYPE_DESC WAREHOUSE CODE

O Credit memo Credit Memo

4 Credit memo list Credit Memo

S Credit memo cancellation Credit Memo Cancellation

P Debit memo Debit Memo

6 Intercompany credit memo Intercompany Credit Memo

5 Intercompany invoice Intercompany Invoice

N Invoice cancellation Invoice Cancellation

U Pro forma invoice Pro forma Invoice

3 Invoice list Standard Invoice

M Invoice Standard Invoice

TYPE CODE TYPE_DESC WAREHOUSE CODE

Credit Memo Credit Memo Credit Memo

On-Account Credit On-Account Credit Credit Memo

Debit Memo Debit Memo Debit Memo

Debit note Debit note Debit Memo

Invoice Invoice Standard Invoice

Contra Contra Standard Invoice

Page 38: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 38

Business Process ConformanceExample: Employee FLSA Status Derivation Process

• All source FLSA Status code values are stored and appended with standardized warehouse codes

• All higher layers in the architecture and metrics use same standardized warehouse codes

• Stored source FLSA Status code values enables integration back into each transactional system

TYPE

CODETYPE_DESC WAREHOUSE CODE

N Nonexempt Non-Exempt

E Executive Exempt

M Management Exempt

A Administrative Exempt

P Professional Exempt

O Outside Salesperson Exempt

TYPE CODE TYPE_DESC WAREHOUSE CODE

NEX Non Exempt Non-Exempt

EX Exempt Exempt

Page 39: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 39

Enhanced Multi Currency Support

• BI Apps Physical Data Model stores and supports 5 currencies

• Document Currency – the currency of the transaction

• Local Currency - the base currency of your ledger, the currency in which your accounting entries are recorded in

• Global Currencies – common currencies used

• OOTB support for three global currencies (Global1, Global2, Global3)

• Default currency for all reporting is Global1

• Every amount from source system is loaded into Document Currency amount and Local Currency amount

• Exchange rates sourced from source system to load each of the 3 global currencies

• All currency amounts are stored as persisted calculations

• Currency conversion is done at ETL time

Page 40: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 40

Multiple Calendar Support

• Supports Gregorian and Fiscal hierarchies out of the

box

• Allows configuration of fiscal calendar, e.g. 4-4-5

• Configuration to support multiple fiscal hierarchies

depending on user profile

• Requires Initialization block to read user profile

• Dynamically use the appropriate calendar table

• CRM OnDemand implementation supports twelve fiscal

calendars

Page 41: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 41

Localization / Globalization

• Dynamic Language Conversion (translation to 28

languages)

• Arabic, Chinese (Simplified), Chinese (Traditional), Croatian,

Czech, Danish, Dutch, English, Finnish, French, German, Greek,

Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian,

Polish, Portuguese (Brazilian), Portuguese (European),

Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish

• Codepage / Unicode support

• Dynamic Time Zone translations

• All timestamps are stored in warehouse stored as UTC

• Custom labeling and naming support / Flex Field

Naming

• Column Names can be dynamically named

Page 42: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 42

Data Integration – Multi Source Loads

• Segregation and Lineage captured in data model

• Source data keys, comprised of:

INTEGRATION_ID

+

DATASOURCE_NUM_ID

Part no. Plant id

+

‘SAPJapan’‘MT27907b’ ‘NW3’

+

SAP ‘MATNR ~ MANDT’

Oracle EBS ‘item_id ~ organization_id

Example: Key_id for Products dimensionExample: Key_id for Products dimension

Page 43: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 43

Business Process Outsourcing SupportOracle BI Apps supports multi-tenant concept

• Unique Enterprise Multi-Source data model• Segregates and maintains data lineage via DATASOURCE_NUM_ID when loading data from several sources

• Additional TENANT_ID key allows even more flexibility for data model to support multiple-tenanted source systems

• Enables a variety of deployment, data segregation / separation strategies within the same data warehouse

End Customer Data Sources

BPO Customer 1 PSFT HR 8.8 North America instance

BPO Customer 1 PSFT HR 8.8 European instance

BPO Customer 2 Oracle EBS 11i10 HR instance

Page 44: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 44

Server Repository OverviewA

dm

inis

trati

on

Meta

data

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

Direct

Access to

Source

Data

Data Warehouse /Data Model

ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

• Multi-layered Abstraction

• Prebuilt Metrics/Dimensions

• Prebuilt hierarchy drills and cross

dimensional drills

• Prebuilt Aggregate navigation

• Multi-pass complex calculated

Metrics / KPIs

• Federation of queries

• Visibility & Personalization

• Prebuilt Security inherited from

Oracle EBS, PeopleSoft, Siebel

CRM

Page 45: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 45

Metrics and Calculations

• The applications provide several complex metrics defined logically

with an expression builder

• Share base (e.g. % share of one product sales over all products sales)

• Indexes (e.g. this division’s performance as a ratio of all divisions)

• Cross subject area metrics (across Finance and HR, e.g. Revenue per

employee)

• Variances (e.g. Budget vs Actual)

• Time series metrics

• MTD/YTD/Running balances/MAVG (e.g. Revenue Chg % YTD)

• Period Ago Metrics (e.g. Revenue YAGO)

• Snapshot at any point of time support (e.g. # Open Service Requests)

All of these are done logicallywithout adding data model/ ETL complexity

Page 46: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 46

OBI EE Plus vs BI Applications

Oracle Business Intelligence Enterprise Edition Plus

Oracle Business Intelligence Applications – Prebuilt Metadata

Page 47: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 47

BI Applications – Prebuilt Metadata ExamplePhysical to Business Model Mapping

Page 48: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 48

BI Applications – Prebuilt Metadata Example Business Model to Presentation Mapping

Page 49: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 49

BI Applications – Prebuilt Metadata ExampleInventory Compound Metrics- Inventory Turns

Example

• Flexibility of configuring derived calculation expressions

Page 50: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 50

BI Applications – Prebuilt Metadata ExampleHierarchies – Plant Location Example

Page 51: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 51

BI Applications – Prebuilt Metadata ExampleRich Dimensional Attributes

Page 52: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 52

Web Catalog OverviewA

dm

inis

trati

on

Meta

data

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

Direct

Access to

Source

Data

Data Warehouse /Data Model

ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

• Role based dashboards

• Prebuilt Reports/Dashboards

• Guided Navigation

• Conditional navigational links

• Analytic Workflows

• Alerts

• Highlighting

• Action Links to Oracle EBS,

PeopleSoft, Siebel CRM

Page 53: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 53

Dashboard

Pages

Roles

Performance

Measures

Reports based on

Multiple Sources

Flexible

View Selectors

Prebuilt Reports

with over 5200 metrics

Conditional Navigation

Highlighting

Guided

Navigation

Example: Role Based Dashboard

Page 54: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 54

Even more metric value under the surface

Measures from physical columns in data warehouse

Aggregations, time series calculations and derived calculated measures extend physical measures

Subset of logical measures are exposed in presentation layer

Not all measures in presentation layer used in reports & dashboards

Metrics in Logical Layer

Metrics in Physical Warehouse

Metrics in Subject Areas

Metrics used in Reports &

Dashboards

Page 55: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 55

Analytic WorkflowsDirected analysis helps inexpert users

Guided Navigation

• Enables users to quickly navigate a standard path of analytical discovery

specific to their function and role

• Enhances usability and lowers learning curve for new users

Conditional Navigation

• Appears only when conditions are met and alerts users to potential out of

ordinary conditions that require attention

• Guides users to next logical step of analytical discovery

Page 56: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 56

Analytic Workflows – Financial Analytics

Business

Objectives /

Issues

Gain

Insights

Take ActionTarget collection efforts to

reduce overdue balances

Drill to

Overdue Invoice Detail

Who are the Customers

and Collectors?

How long is the

underlying Overdue

Balance pending?

Is Overdue Balances

trending up?

Is DSO on target?

Maximize Cash Flow

Drill to

Due Balances by Region

What is the aging of

Due Balances?

Are Payment Terms

in compliance?

Is DPO on target?

• Business Function:Receivables

• Role:Director, Credits & Collections

• Objectives:

• 1) Maximize Cash Flow

• 2) Control Risk of

Receivables Portfolio

Page 57: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 57

Analytic Workflows – Financial Analytics

Target collection efforts

to reduce overdue

balances

How long is the

underlying overdue

balance pending?

Maximize cash flow

Drill to

Detail

Business

Objectives/

Issues

Gain

Insights

Take

Action

Who are the customers?

Drill to

overdue invoice detail

Is overdue balances

trending up?

Is DSO on target?

Page 58: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 58

Navigate from Analytical to Operational Insight to Action via Action Links

• Seamless navigation from analytical information to

transactional detail while maintaining context

• Works with Oracle EBS, Siebel CRM, PeopleSoft

Action Links

Page 59: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 59

Flexfield and Value Set Integration

• Key Flexfields (KFFs)

• Accounting Flexfield (GL#)

• Territory Flexfield (CT#)

• Item Categories (MCAT)

• HR Position (POS)

• HR Job (JOB)

• HR Pay Grade (GRD)

• Descriptive Flexfields (DFFs)

• Stored in data warehouse extension columns

• E.g. GL Account attribute fields

• Value Set Hierarchy

• Extract hierarchical relationships of Value Sets

Page 60: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 60

Deployment Options

Standalone Interactive Dashboards BI in a Portal via JSR-168/WSRP

Page 61: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 61

Deployment OptionsEmbedded Directly in Applications

Siebel

E-Business Suite PeopleSoft

Page 62: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 62

Oracle BI Apps Security IntegrationTight security integration with Oracle Applications

Oracle BI

Foundation

Right content shown to the right user

Supports iPlanet, Novell, MSFT AD,

Oracle Identity Directory (OID), and others

Tightly integrated security modelObject

SecurityUser

SecurityData

Security

Oracle BI Applications

Sales

Service &

Contact

Center

Marketing

Supply Chain

& Order

Management

Procurement

& SpendFinancials

Human

Resources

Page 63: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 63

User SecurityHow do I get in?

• Oracle BI EE Security Based Authentication• Defines and stores user information in the RPD

• LDAP Authentication• Stores information from the LDAP server in session variables

• External Table Authentication• Maintains list of users in an external database

• Database Authentication• Authenticates users through database logins

• Single Sign-On (SSO)• Provides an open interface to enable web integration with SSO products

UserSecurity

Page 64: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 64

Web

Browser

Example: Single Sign-On with Oracle

E-Business Suite Applications

Oracle EBS Oracle BIuser

UserSecurity

validate session via the ICX cookie

establish connection with Oracle EBS

navigate to

3

log in once

store ICX session cookie in browser

1

2

4

5

drill back to Oracle EBS via Action Links

6

Page 65: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 65

Object SecurityWhat parts of the application can you see?

• Business Logic Object Security

ObjectSecurity

Presentation LayerPresentation Layer

Physical LayerPhysical Layer

Semantic Object LayerSemantic Object Layer

• Query Blocking

• Specified combinations of columns in queries can be blocked

from running and the user is notified of the illegal query

Controls access to

Subject Areas, Tables

and Columns

Limits access to

Dashboards, Reports

and Web Folders

• Web Object Security

Page 66: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 66

Object Security for Siebel, EBS

and PeopleSoft

Responsibility/Role

: Order Management

Manager

Dashboards:Order Management

Order Fulfillment

is assigned

Associated with Web Catalog Group: Order Management Manager

User: OM Manager

ObjectSecurity

is associated with

Associated with Security Group:Order Management Manager

Subject Areas:Sales - Order Lines

Sales - Orders, Backlog and

Invoices

Page 67: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 67

Data Security for EBSWhat data can you see?

• Multi-Org data access support with

Oracle E-Business Suite applications:

• Operating Unit

• Inventory Organization

• Business Group

• Company Org

• Ledger/ Set of Books

• Position

• HR Security Profile

Data Security

Page 68: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 68

Data Security for EBSExample: Responsibility and Inventory Org

relationship in Oracle E-Business Suite

Data Security

Responsibility

Inventory

Organization

assigned to

associated with

user

Page 69: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 69

Data Security for EBSExample: Inventory Org Based Security in Oracle BI

Data Security

Oracle

E-Business

Suite

log in

user

retrieve Inventory Orgs based on FND_USER tables

Oracle BI

show data based on security group filters

3

1

2

Page 70: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 70

Web Catalog Upgrade

� UI based tool to analyze and merge

reports/dashboards

� Forward compatible with new BI

Presentation Services releases

Analytics Repository Upgrade

� Automated 3-way merge functionality

� Original OOTB, Customer Modified, Current

OOTB

� Preserves customer changes and

incorporates Oracle enhancements

DAC metadata

� Diff tools to determine and reapply

changes

ETL & Warehouse Upgrade

� Customization Methodology isolates

customer changes

� Diff tools to determine and reapply changes

� DW model and data upgrade shipped with

each release

Application Upgrade MethodologyA

dm

inis

trati

on

Meta

data

Oracle BI

Presentation

Services

Dashboards by Role

Reports, Analysis / Analytic

Workflows

Metrics / KPIs

Logical Model / Subject Areas

Physical Map

Oracle BI

Server

Direct

Access to

Source

Data

Data Warehouse /Data Model

ETL

Load Process

Staging Area

Extraction Process

DA

C

Federated Data Sources

SiebelOracle SAP R/3 PSFT EDW

Other

Page 71: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 71

Build from Scratchwith Traditional BI Tools

Oracle BI Applications

Prebuilt Business Adapters for Oracle, PeopleSoft, Siebel, SAP, others

Prebuilt DW design, adapts to your EDW

Role-based dashboards and thousands of pre-defined metrics

Easy to use, easy to adapt

Weeks or Months

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Back-end ETL andMapping

DW Design

Define Metrics& Dashboards

Training / Roll-out

Training / Rollout

Quarters or Years

Source: Patricia Seybold Research, Merrill Lynch, Oracle Analysis

Speeds Time To Value and Lowers TCOOracle BI Applications

�Faster deployment

�Lower TCO

�Assured business value

Page 72: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 72

Typical Effort & Customization balance

Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc.

Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc.

Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.

Additional dashboards and reports, guided and conditional navigations, iBots, etc.

Level of

EffortDegree of

Customization

Easy

Moderate

Intermediate

Involved

Dashboards & Reports

OBIEE Metadata

DW Schema

ETL

Page 73: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 73

Page 74: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 74

<Insert Picture Here>

BACKUP SLIDES

Page 75: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 75

ETL

Page 76: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 76

Example: Employee Dimension populated

from PeopleSoft

SDE_PSFT_EmployeeDimension_PhonesSDE_PSFT_EmployeeDimension_Phones

SDE_PSFT_EmployeeDimension_AddressesSDE_PSFT_EmployeeDimension_Addresses

SDE_PSFT_EmployeeDimension_Biography1SDE_PSFT_EmployeeDimension_Biography1

SDE_PSFT_EmployeeDimension_Biography2SDE_PSFT_EmployeeDimension_Biography2

SDE_PSFT_EmployeeDimension_JobInformationSDE_PSFT_EmployeeDimension_JobInformation

SDE_PSFT_EmployeeDimensionSDE_PSFT_EmployeeDimension

SIL_EmployeeDimensionSIL_EmployeeDimension

W_EMPLOYEE_DW_EMPLOYEE_D

Page 77: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 77

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Phones

PeopleSoft Source

BC maplet

(see below)

Expression

Transformation

Temporary Staging

Table

PeopleSoft

Source TableSource Qualifier

Expression

Transformation

Maplet output to

Extract Mapping

Page 78: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 78

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Addresses

PeopleSoft Source

BC maplet

(see below)

Expression

Transformation

Temporary Staging

Table

PeopleSoft

Source TableSource Qualifier

Expression

Transformation

Maplet output to

Extract Mapping

Page 79: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 79

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Biography1

PeopleSoft Source

BC maplet

(see below)

Expression

Transformation

Temporary Staging

Table

PeopleSoft

Source TablesSource Qualifier

Expression

Transformation

Maplet output to

Extract Mapping

Lookup

Procedures

Page 80: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 80

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_Biography2

PeopleSoft Source

BC maplet

(see below)

Expression

Transformation

Temporary Staging

Table

PeopleSoft

Source TableSource Qualifier

Expression

Transformation

Maplet output to

Extract Mapping

Page 81: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 81

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension_JobInformation

PeopleSoft Source

BC maplet

(see below)

Expression

Transformation

Temporary Staging

Table

PeopleSoft

Source TableSource Qualifier

Expression

Transformation

Maplet output to

Extract Mapping

Lookup

Procedures

Page 82: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 82

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension

PeopleSoft

Source TableExpression

Transformation Temporary Staging

Table

Source Qualifier

maplet

Page 83: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 83

Employee Dimension populated from PeopleSoftSDE_PSFT_EmployeeDimension

Expression

Transformation

Input to Maplet

(from above)

Expression

Transformation

Maplet output to

Extract Mapping

Lookup

Procedures

Page 84: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 84

Employee Dimension populated from PeopleSoftSIL_EmployeeDimension

Page 85: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 85

Employee Dimension populated from PeopleSoftSIL_EmployeeDimension_SCDUpdate

Source Definition

Expression

Transformation

Filter (SCD logic)

Source Qualifier

Target Definition

Page 86: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 86

Example of ETL AdapterBusiness Component for Oracle EBS Purchase Order Lines Fact

• Reusable and part of extract mapping

• Isolates customers from dealing with source system complexity

Oracle EBS PO Source Oracle EBS PO Source

Tables Tables Source Source

QualifierQualifierExpression Expression

TransformationTransformation

Mapplet output to Mapplet output to

Extract MappingExtract Mapping

Page 87: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 87

Example of ETL Adapter…Contd.Source Dependent Extract (SDE) mappings

for Purchase Order Lines Fact

• Allows to keep all source specific logic in the extract layer

• Allows to keep data extracts separate from data loads

Flat File Source (for PO Flat File Source (for PO

fact)fact)Source Source

QualifierQualifierExpression Expression

TransformationTransformationUniversal Staging Universal Staging

TableTable

Universal Source

Business Component Business Component

Mapplet (for PO Fact)Mapplet (for PO Fact)Source AdapterSource Adapter

MappletMappletExpression Expression

TransformationTransformationUniversal Staging Universal Staging

TableTable

Oracle EBS

Page 88: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 88

Example of ETL Adapter…Contd.Source Independent Load (SIL) mapping for

Purchase Order Lines Fact

Universal Staging Universal Staging

TableTableExpression Expression

TransformationTransformationW_PURCH_ORDER_FW_PURCH_ORDER_F

Data Warehouse TableData Warehouse TableSource Independent Source Independent

(SIL) Mapplet(SIL) Mapplet

• Common for all sources (Oracle EBS, PeopleSoft, SAP and Universal)

• Provides the ability to deliver new adapters quickly

• Helps customers to add new legacy sources easily with minimum efforts

Page 89: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 89

PeopleSoft Trees

Page 90: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 90

PeopleSoft Tree Support via ETL

• Challenge

• Tree structures require recursive joins

• Relational BI technologies do not support this

• Approach

• Import tree structures into metadata

• Flatten structures via ETL

• Use a star schema for data storage

• Define hierarchies instead of nodes

This is accomplished using the provided ETL technology as part of the pre-built BI

Applications – using concept of an application source rather than a relational source

Page 91: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 91

Importing Records

Page 92: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 92

Importing PeopleSoft Pages

Page 93: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 93

Importing PeopleSoft Trees

Page 94: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 94

Action Links

Page 95: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 95

Tight Integration with Oracle ApplicationsAction Links navigate from analytical to operational

• Action Links

• Seamless navigation from analytical information to transactional

detail while maintaining context

• Works with Oracle EBS, Siebel CRM, PeopleSoft Enterprise

Page 96: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 96

Page 97: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 97

Page 98: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 98

Page 99: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 99

Page 100: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 100

Action Link configuration for Oracle

EBS

• Identify the Oracle E-Business Suite Application page/function

that you want to link to. Obtain the function_id of that page and

identify the query string parameters required by that page. This

will have to be done by going through Oracle E-Business Suite

documentation

• Identify the Oracle E-Business Suite table that will support the

parameters needed for the Oracle E-Business Suite function

(page) that you want to build an Action link to and create this

physical table in the Oracle E-Business Suite OLTP schema as

an opaque view

• Action Link is dynamically generated by calling the

FND_RUN_FUNCTION.GET_RUN_FUNCTION_URL() function

in the Oracle E-Business Suite Database Schema

Page 101: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 101

Action links between Analytics reports

and Siebel CRM

• Direct navigation from record to transactional while

maintaining context

• Java script in Siebel Analytics issues SWE command

to navigate to given view and query for ROW_ID of

record in given applet

Page 102: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 102

Action Links Configuration for Siebel CRM

Page 103: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 103

Action Link configuration for

PeopleSoft Enterprise

• Create a URL Id for the path to the PIA component in the PSURLDEFN table in EPM. Add a forward slash to the beginning of the string. Make sure that all the search key fields are on the string and their parameter values are denoted as :1, :2 etc depending on the number of keys of that component

• In the OBIEE Administration tool, create an Initialization Block and a Session Variable that we will use to create the URL for the source system. We need to create an Init Block. for each drill-down PIA page

• Create a new logical column and use as action link

Page 104: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 104

Security

Page 105: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 105

Example: External Table Authentication

with Siebel CRM Applications

user

UserSecurity

log in

1

execute “Authentication”Init Block

2

3

authenticate username and password

Web

BrowserOracle BI Siebel CRM

Application DB

Table S_USER

Page 106: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 106

Example: Single Sign-On with Siebel

CRM Applications

user

UserSecurity

Web

BrowserSiebel CRM Oracle BI

establish connection using NQHOST parameter

3

log in once

1

integrate via symbolic URL infrastructure

2

4

drill back to Siebel CRM via Action Links

Page 107: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 107

Example: Role Identification with

PeopleSoft

ObjectSecurity

PeopleSoft

user

Oracle BI

show objects based on matching object security group

3

log in

1

fetches roles from PSROLEUSER via session init block

2

Page 108: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 108

Data Security for Siebel CRMWhat data can you see?

• Data Security support with Siebel CRM

Applications:

• Position

• Owner

• Organization

Data Security

Page 109: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 109

Data Security for Siebel CRMExample: Position Based Security

Data Security

Position:Sales Manager

Analytics

Data Object:Account

Partner

Order

is assigned

(is stamped on Data Object)

User: Sales Manager

can view

Page 110: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 110

Data Security

Siebel CRM

user

Oracle BI

show data based on security group filters

3

log in

1

retrieve position hierarchy from the warehouse

2

Data Security for Siebel CRMExample: Position Based Security

Oracle Business

Analytics

Warehouse

ETL

Page 111: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 111

Data Security for PeopleSoftWhat data can you see?

• Data Security support with PeopleSoft Applications:

• Set ID

• Company Org

• Operating Unit

• HR Business Unit

• Payables Business Unit

• Receivables Business Unit

• Position

• Ledger/ Set of Books

Data Security

Page 112: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 112

Data Security for PeopleSoftExample: Operating Unit Based Security

Data Security

PeopleSoft

user

Oracle BI

show data based on security group filters

3

log in

1

fetches Operating Unit Organization (s) via session init block

2

Page 113: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 113

Data Security

HR OrganizationManaged by

Owned by

User: HR Analyst

Data Object:HR Data

can view

Data Security for PeopleSoftExample: HR Business Unit Based Security

Page 114: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 114

Organization Based Data SecurityRegular Employee Data Visibility

• We extract employee-manager relationships from PS_JOB

• A regular employee can only see his data and his subordinates’ data

Data Security

Page 115: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 115

Organization Based Data SecurityHR Analyst Data Visibility

• An HR analyst can see all HR data for an

Organization he or she is managing

Data Security

Page 116: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 116

Organization Based Data SecurityHR Analyst Data Visibility

• Within his own Organization, an HR analyst

can only see his subordinates’ HR data

Data Security

Page 117: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 117

The preceding is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

Page 118: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 118

Page 119: 51228145 bi-apps-architecture

© 2008 Oracle Corporation – Proprietary and Confidential 119