Big enough to know.Small enough to know better.

Discovering OBIEE Roadmap to the Future

Randy McAllister Presenter

Agenda• Overview of “BI” products

– Before and After Acquisitions• Migrating From Discoverer to OBIEE

– Similarities between Discoverer & OBIEE– Differences Between the Two – Migration Strategies

• Buy vs. Build

• Should Disco & OBIEE co-exist?• Oracle’s Statement of Direction

Impac Business Offices

• Vancouver• Calgary• Seattle / Spokane• Portland• Boise• Salt Lake City

Corporate Office Boise, IDAdministration Office Vancouver, WA

Established 1996 Employees 92

Impac Oracle Certified Advantage Partner

•

Leading Oracle BI Implementation Partner for the Pacific Northwest

•

Premier Oracle Technology and Business Application Consulting Resources

•

System Integration Services•

Full-Service Consulting Firm•

Project Management•

BI Applications / Data Modeling / ETL Creation•

Oracle eBusiness Implementation Services•

Integration & Development Services•

DBA / HA Portal / B2B•

On-Site, Remote and Hosting Support Services•

David Thurston – Business Development for Utah

My Background

• Current BI Practice Manager for Impac• Held IT Leadership Role• 15+ Years DBA• 11+ Years Oracle Applications & Discoverer

Existing BI Solutions (Before)

• Oracle Reports• Oracle Discoverer • BI Publisher• Oracle Portal• Delivered with E-Business Suite

– Oracle Reports & BI Publisher– BI Apps & Discoverer– Daily Business Intelligence (DBI)– WEB ADI– Report Manager

Existing BI Solutions (After)

• Oracle Business Intelligence Enterprise Edition (OBIEE)

• Performance Management Applications (EPM)– Hyperion Apps– Essbase

• Crystal Ball• Smart Space• Oracle Data Integrator

However, Your company has made a large

Investment in Discoverer,

And is interested in moving to the next

step by implementing a more strategic and pervasive business

intelligence solution,

Yet leverage the current Discoverer

investment!

So, Let’s Migrate!

Migrating From Discoverer to OBIEE• Similarities & Differences Between the two

products– Why is this important?

• Migration Strategies– Buy, or– Build

Similarities Between Discoverer & OBIEE

• Terminology– EUL RPD– Business Area Subject Area– Folders Facts & Dimensions– Workbook Dashboard– Worksheet Dashboard Request (sort of)

Differences Between the Two

Transactional vs. Strategic

Data ArchitectureStar Schemas

Hierarchies

Guided Analytics

Exception & Trending Analysis

Drill-To-Detail

Publishing Multiple Views

Graphing Capabilities

Downloading & Printing Features

• Printing Options– PDF– HTLM

• Download Options– Excel– Text Limited Format– PowerPoint

Multi Metrics Proportional Top Ns

Toppers Count Rk Sum Metric-1 Avg Metric-1 Idx to Avg Metric-1 Rk Sum Metric-2 Avg Metric-2 Idx to Avg Metric-2Roger Wray 1 Rk 1-Roger Wray 4,009,814 4,009,814 242 Rk 1-Roger Wray 99,274 99,274 248Jean-Michel Beauvis 1 Rk 2-Jean-Michel Beauvis 3,230,161 3,230,161 195 Rk 2-Jean-Michel Beauvis 80,275 80,275 200Aurelio Miranda 1 Rk 3-Aurelio Miranda 2,991,130 2,991,130 180 Rk 3-Aurelio Miranda 73,075 73,075 182Jack Benetti 1 Rk 4-Jack Benetti 2,522,877 2,522,877 152 Rk 4-Jack Benetti 59,114 59,114 147Prakash Thekkate 1 Rk 5-Prakash Thekkate 2,030,854 2,030,854 122 Rk 5-Prakash Thekkate 52,208 52,208 130Sandra Carrey 1 Rk 6-Sandra Carrey 1,902,056 1,902,056 115 Rk 6-Sandra Carrey 42,846 42,846 107Bob Grant 1 Rk 7-Bob Grant 1,533,501 1,533,501 92 Rk 7-Bob Grant 36,005 36,005 90All other Non Toppers 8 Non Top 7 6,682,651 835,331 50 Non Top 7 158,838 19,854 50Grand Total 15 Non Top 7 24,903,044 1,660,203 100 Non Top 7 601,635 40,109 100

Actual Download Sample to PowerPoint

Other Key OBIEE Features

• BI Delivers• BI Publisher Integration• Self-Service Features

– Guided navigation– Mouse over documentation– Web based documentation– Repository Documentation

• Embedded MS Solutions

• Seamless user interface between OBIEE and APEX

• Alternative to Write-back Feature in OBIEE

• The ability to use security features from either product

Integration with APEX

Sample OBIEE / APEXApplication

Dashboard link to APEX

User enters data

Logs out

User returns to the dashboard and reviews the results of the change.

Migration Strategies

Buy

VS.

Build

Consider Buying If,• Currently a EBS, JDEdwards, Siebel or Peoplesoft

customer, and– Currently using Oracle BIS– High percent reporting Business Requirements can be met with

pre-built applications.– Performance Issues

• Or, you can leverage Oracle’s Universal Adapters and– High percent reporting Business Requirements can be met with

pre-built applications.– Performance Issues

• Tasks to consider when implementing Pre- built Apps with Discoverer

– Install pre-built BI Applications & review functionality– Compare Exception & Summary reporting & Guided

Analytics to existing transactional reporting in Discoverer

– Identify Custom Discoverer views– Identify Flexfields not included in pre-built Apps– Review aggregation levels vs. your current Discoverer

aggregation.– Re-build Discoverer Reports

Consider Build If,

• Currently using Data Warehouse Design• Custom Built OLTP schema• Complex / Custom solutions using EBS schema

If You Build

• Plan on Extended Project timeline• Decide between Data Warehouse or OLTP environment or

a combination• Budget for Security development if custom security exists

in Discoverer• Address Performance Issues• Use the Migration Utility to migrate EUL

Migration of EUL• Oracle Discoverer Metadata Conversion Assistant.

(Packaged with Oracle BI EE Suite).– Software Requirements

• OBIEE 10.1.3.4 or later• Disco Admin 10.1.2 or later

– Supported browsers include: • Microsoft Internet Explorer 6.0 or later • Firefox 1.5 or later • Mozilla 1.7 or later • Netscape 7.2 or later

– Client operating systems: • Microsoft Windows 2000 with Service Pack 3 or later• Microsoft Windows 2003 Professional with Service Pack 1 or later

(32-bit only)• Microsoft Windows XP Professional with Service Pack 1 or later

Suitable for the Migration Utility

• Data warehouse e.g. star schema. • Custom built OLTP schema. • Discoverer reporting on Oracle Applications e.g. Oracle

BIS or custom built systems.

Migration Utility (continued)

• Complex folders based on items from another complex folder cannot be migrated automatically

• There is no equivalent in Oracle BI EE to Discoverer date hierarchy templates

• There is no equivalent metadata object in Oracle BI EE for item classes.

• Discoverer summary folders are not migrated to Oracle BI EE.

Security Considerations

• Will need to develop own if currently using Apps Mode EUL

• Will need to replicate custom security (Function Calls, custom view security)

• Pre-built BI Analytics has built-in security tied to EBS– Org based for Projects– Ledger based for GL

Performance

• Migrating EUL to OBIEE will not solve performance.• Current Materialized Views will need to be incorporated

into the OBIEE solution.• Scheduled Disco Reports will need to be converted into

Scheduled Ibots.

No matter which strategy you choose, you will need to..

Perform Operation Analysis

• Consider Business Role Reporting• Review Disco Metadata Environment• Review All Disco Reports• Review existing performance issues• Data Structure Considerations

And Purchase Hardware

• Will need to purchase or acquire at least one BI Server (minimum)

• OLTP database server or Data Warehouse Server• Possible Presentation Servers• Fail-over / Redundancy Considerations• Dev / Test / Prod environments

Should Disco & OBIEE Co-Exist?

• Yes the two solutions could co-exist if, – Transactional solution is required– Real-time data reporting is needed

Oracle’s Statement of Direction For Discoverer

• Oracle BI Discoverer Product Strategy– Enhance usability of the product at every opportunity – Expose and take advantage of powerful technologies within the Oracle

Database and Oracle Fusion Middleware.

• Discoverer integration with Oracle Business Intelligence Publisher

• Advanced Calculated Members in Discoverer OLAP

Oracle’s Statement of Direction (continued)

• Oracle BI Discoverer 11g – Discoverer integration with Oracle BI Suite Enterprise Edition

Plus

– Discoverer integration with Oracle BI EE Interactive Dashboards• The 11g release will enable Discoverer worksheet content to be fully

integrated into the dashboards.

– Discoverer integration with Oracle BI EE Delivers • The Oracle BI EE 11g release introduces support for the creation of

iBots based on Discoverer worksheets.

Oracle’s Statement of Direction (continued)

• For more Information on Statement of Direction go to;– http://www.oracle.com/technology/products/discoverer/index.html

Conclusion• Determine If your company is ready to take the next

steps from a tactical reporting environment to a more focused, strategic and pervasive environment.

• Decide whether you will Buy or Build and plan your BI project accordingly

• Review your existing Discoverer environment to determine effort and opportunities

• Know the direction of Oracle’s BI solutions and leverage those solutions for existing and future investments.

Other Resources• Oracle BI for Applications - OBIEE

– http://www.oracle.com/technology/documentation/bi_apps.html• Oracle OBIEE Documentation

– http://www.oracle.com/technology/documentation/bi.html• Oracle Discoverer Documentation

– http://www.oracle.com/technology/documentation/discoverer.html• Migrating Disco to OBIEE

– http://www.oracle.com/technology/obe/obe_bi/discoverer/discoverer_1012/di scomigration/migrate_disco_biee.htm?_template=/ocom/print

• Oracle XML Publisher– http://www.oracle.com/technology/products/xml-publisher/index.html

• Oracle Reports Manager Release 12.1.1 – http://download.oracle.com/docs/cd/B53825_03/current/acrobat/121frmug.pd

f

Thank You!

For More Information Contact: Presenter: Randy McAllister rmcallister@impacservices.com

Business Development: David Thurston dthurston@impacservices.com