integrating oracle bi, bpm and bam 11g: the complete cycle of information

Integrating Oracle BI, BPM and BAM 11g: The complete cycle of information

Edelweiss Kammermann

Rittman Mead BI Forum – Brighton May 2013

About Me • Computer engineer, BI and BPM specialist with over 17 years of

consulting and project management experience in Oracle technology.

• Oracle University Instructor of many courses, included OBI, BPM, Warehouse Builder and ODI.

• Co-founder and Vice President of Uruguayan Oracle User Group (UYOUG)

• Co-founder of AWEN Consulting.

• Email: edelweiss@awen.com.uy

• Twitter: @EdelweissK

Uruguay

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

What is OBIEE? Oracle BIEE is a complete BI Platfom that provides a wide range

of capabilities like:

• Interactive Dashboards

• Ad hoc Analysis and Interactive Reporting

• Enterprise Reporting.

• Proactive detection and alerts

• Actionable Intelligence.

• Spatial Intelligence via Map-based Visualizations

• Scorecard and Strategy Management

• Mobile

What is OBIEE?

What is BPM? • Oracle Business Process Management is a complete set of

tools for creating, executing, and optimizing business processes.

What is BAM? • Oracle BAM gives business executives the ability to monitor

their business services and processes in the enterprise, and to change business processes quickly or to take corrective action if the business environment changes.

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Integration between BI and BPM From BI

• A BPM process can be exposed as a Web Service so BI can call it from

• Analyses

• Dashboard

• Agents

• BPM provides views over its STAR Schema (Process Cubes) to monitor the process and evaluate the performance of completed and in-flight processes.

Expose BPM Process as a Web Service

1) Change the start activity for a Start Message Activity.

2) Change Implementation Property as “Define Interface” or choose one in the Business Catalog

3) Define input arguments

4) In the Advance Section, choose synchronous service

5) Map the incoming message to process data objects.

6) Do the same with the End Activity (End Message)

7) Save all and Deploy the project

8) In EM , click on the Service Endpoint and WSDL button and copy the WSDL url

Expose BPM Process as a Web Service

Expose BPM Process as a Web Service

Expose BPM Process as a Web Service

Expose BPM Process as a Web Service

Expose BPM Process as a Web Service

Calling a BPM Process from BI Analysis

Calling a BPM Process from BI Analysis

Calling a BPM Process from BI Analysis

Calling a BPM Process from BI Analysis

Calling a BPM Process from BI Dashboard

Calling a BPM Process from BI Agent

Integration between BI and BPM Using Process Cubes

• BPM provides views over its STAR Schema (Process Cubes) to monitor the process and evaluate the performance of completed and in-flight processes.

Integration between BI and BPM Using Process Cubes

Facts Views

Dimensions Views

Integration between BI and BPM Using Process Cubes

In BPM Studio, enable BPM process cubes for a Project.

Integration between BI and BPM Using Process Cubes

Options in BI:

1. Include this Star Schema as part of the OBI Metadata

2. Use it directly in BI Publisher

3. Load the information to another schema.

• Better for performance

• Data in the process star schema is not permanent.

Integration between BI and BPM Using Process Cubes

Integration between BI and BPM Using Process Cubes

Integration between BI and BPM Using Process Cubes

Integration between BI and BPM Using Process Cubes

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Integration between BI and BPM From BPM

BI offers different WebServices in order to be used for third-party Web services clients: • ExecuteAgent • ExecuteAnalysis • EvaluateCondition

Web Services for SOA provide WSIL documents to allow you to browse for and select agents, analyses, and conditions stored in the catalog.

WSIL URL: http://localhost:7001/biservices/inspection?wsil

Integration between BI and BPM From BPM

1) In EM, create a key entry called wsil.browsing in the oracle.bi.enterprise map folder. 2) Restart BI Services

Integration between BI and BPM From BPM

Options to call a Web Service in BPM:

• Send/ Receive Tasks

Integration between BI and BPM From BPM

Options to call a Web Service in BPM:

• Message Throw/Catch Tasks

Integration between BI and BPM From BPM

Options to call a Web Service in BPM:

• Service Task

Integration between BI and BPM From BPM

1) Create a service in the Business Catalog referencing the BI Service

Integration between BI and BPM From BPM

Integration between BI and BPM From BPM

2) Create a Service Task to call the BI Service

Integration between BI and BPM From BPM

Uses:

1 – Need additional information from BI.

2 – Use BI to provide data at decision points. (routing)

3 – Call BI alert from the Business Process to alert for a specific case.

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Configuration of BPM and BAM

Configurations needed for BPM and BAM to manage process analytics:

1) Configure BAM Adapter in Web Logic Console

2) Configure BPM Engine in EM

3) Enable BAM at Project Level

4) Change settings at Process and Activity Level (optional)

Configuration of BPM and BAM

1) Configure BAM Adapter in Web Logic Console

Configuration of BPM and BAM

1) Configure BAM Adapter in Web Logic Console

Configuration of BPM and BAM

1) Configure BAM Adapter in Web Logic Console

Configuration of BPM and BAM

2) Configure BPM Engine in EM

Configuration of BPM and BAM

3) Enable BAM at Project Level

Configuration of BPM and BAM

4) Change settings at Process and Activity Level (optional)

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Integration between BI and BAM From BI

Integrate OBIEE Dashboards with BAM All BAM dashboards and reports can be viewed directly as web pages without ActiveViewer: 1. In Active Studio select a report (in My Reports page or the

Shared Reports page) 2. In the Actions list, click Copy Shortcut 3. Copy the URL showed in the window dialog. 4. Include it in OBIEE Dashboards

Integration between BI and BAM From BI

Integrate Publisher with BAM Using BAM Web Services, create data models in BI Publisher: 1) Create a new data model using data set based in web service. 2) Use the method GET only available in DataObjectOperationsByName web service.

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE to have

access to the catalog

2) Create Data Objects for Tables in the catalog

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE:

• Copy the bijdbc.jar to BAM home (or to a directory that is in the WEBLOGIC_CLASSPATH). Example: C:\middleware\Oracle_SOA1\bam

• Edit WLS_HOME/wlserver 10.3/common/bin/commEnv.cmd

• Add ${CLASSPATHSEP}/<BAM_HOME>/bijdbc.jar at the end of WEBLOGIC_CLASSPATH entry.

• Restart Weblogic and BAM Server

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE:

Integration between BI and BAM From BAM

1) Create an External Data Source (EDS) against OBIEE:

Driver: oracle.bi.jdbc.AnaJdbcDriver

Login: OBIEE Username

Password: OBIEE Password

Connection String/URL: jdbc:oraclebi://host_name:port_number/

For example: jdbc:oraclebi:// ek-bi11g :9703/

Integration between BI and BAM From BAM

2) Create Data Objects for Tables in the catalog

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Other Integrations

BPM dashboards and Task Forms are ADF pages.

Options to integrate BI in ADF pages:

•Embedding BI Objects

•BI Composer

•BI Logical SQL View Object

Agenda

• What is OBIEE?

• What is Oracle BPM?

• What is Oracle BAM?

• Integration between BI and BPM

– From BI

– From BPM

• Configuration of BPM and BAM

• Integration between BI and BAM

– From BI

– From BAM

• Other integrations

• Conclusions

Conclusions

The integration of BI, BPM and BAM:

• Allows users to work in the same framework .

• Provides more insight about the business, giving to users the access to all the information: historical and real time information and take actions based on it.

• Allows automation between these tools, so they can interact with each other without human participation.

Additional Information

• BI documentation: http://www.oracle.com/technetwork/middleware/bi-enterprise-edition/documentation/bi-ee-087853.html

• BPM documentation:

• http://www.oracle.com/technetwork/middleware/bpm/documentation/index.html

• BAM documentation: http://www.oracle.com/technetwork/middleware/bam/documentation/index.html

Additional Information

Books:

• Oracle Business Intelligence 11g Developers Guide by Mark Rittman

• Oracle BAM 11gR1 by Pete Wang

• Getting Started with Oracle BPM 11g Suite by Heidi Buelow, Manoj Das, Manas Deb and Prasen Palvanka

• Oracle Business Process Management Suite 11g Handbook by Manoj Das, Manas Deb and Mark Wilkins

Q&A

Thank you!

Email: edelweiss@awen.com.uy