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Upgrading OBIEE to 11gBI with Fusion

Applications in Mind

Joan Lugo

CMS

Eric RiegelmanRed River Solutions

Session ID #7873



Disclaimer

At the time of presentation delivery, our

specific upgrade approach was still being

discussed with Oracle. For currentpresentation slides go to:

www.redriversolutions.com/collaborate11

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Center of Medicaid and Medicare

Services

CMS is part of Dept of Health and Human Services

CMS is one of the largest purchasers of health care in theworld and represents 35 cents of every dollar spent on

health care in the United States CMS Budget FY 2010 -- $730.7 billion

Administers the Medicare Program and oversees theMedicaid Program

Medicare provides health insurance for more

than 45.7 million beneficiaries Provides funding to States for Medicaid for

some 51 million beneficiaries

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CMS HIGLAS Footprint

Uniform accounting system ± 2005 Go-Live

Environment: Built on Oracle Financials 11.5.10 R2

OBIEE 10.1.3.4.1

Federal Financials Analytics BI Applications 7.9.6.2

Processing for medical benefits and stateprograms

Approximately 1M+ transactionsper day processed

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Federal Financials11i E-Business Suite

Informatica /DAC

BIApps & CustomData Warehouse

FinancialReporting

Dashboard

HIGLAS = Healthcare Integrated GeneralLedger Accounting System



Major Challenges

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Payment processing volumes are projected toincrease exponentially

All reports are executed in Production in BatchProcessing environment

Improve efficiency within report development andmaintenance

Considerable time to execute and download reports Extensive manual intervention in generation of

Reconciliation and Financial Integrity Reports

Security restrictions on data view based on diverseuser base

Increase transparency within organization

Automate decision support by developing imbeddedanalytics for the E-Business Suite environment

Provide a hierarchy that will offer a geographical view of Government Programs for states

Develop an approach that will facilitate the future roll-out of OBIEE to all constituents internal organization, programcontractors, and external government agencies

Aggregate a source system with over 1B transactions ayear«over 5 years!



OBIEE Upgrade Strategy and Goals

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1) Complete Production upgrade migration in a single

weekend timeframe

2) Educate staff for BI 11g self-sufficiency

3) Quickly integrate BI 11g functionality into existing

answer queries and dashboards

4) Prioritize new BI 11g features to integrate after

upgrade



OBIEE Upgrade Approach

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Perform BI 11g upgrade in a Production simulation

environment

Apply post-upgrade steps to RPD and Web

Catalog

Perform BI 11g upgrade in actual Production

environment

Instead of applying post-upgrade steps, use 11g

Application Migration to move BI 11g RPD andWeb Catalog from PROD-SIM to PROD

environment.



PRODPROD-Simulation

OBIEE Upgrade Approach

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Install and

configure 11g

Install andconfigure BI 11g

Run Upgrade

Assistant

Perform post-

upgrade steps

RPD/WebCat

Install and

configure 11g

Install andconfigure BI 11g

Run Upgrade

Assistant

Deploy BI 11g

RPD/Webcat

RPD/WebCat



BI Roles and Responsibilities

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Role Responsibility

End or Business User Provide data analysis requirements, KPIs and priorities

BI AnalystsDevelop business requirement and transfers those requirements to

BI requests and dashboards

Presentation Layer Administrator

Configure and manage the Presentation Layer including manage

Presentation Catalog, managing shared content, and managing

dashboards

Security ArchitectRoles and responsibilities (security policies) management from

access control perspective

EBS Data/Functional

Analyst

Provides EBS and Flexfields mapping and associated business rules

and application setups.

OBIEE Data Modeler

& ETL Developer

Primary knowledge of Data Store and Warehouse design to developschemas to support business requirements and construct the

Business/Metadata Modeling and ETL enhancements

Modifies Pre-Built adapters and develops ETL mappings for

extensions

OBIEE System

Administrator OBIEE server installation, maintenance, and administration



SDLC Methodology

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Initiation Discovery Design Configure Validate Deploy

BI projects fail due to a lack of stakeholderssponsorship and business involvement due to

unique nature of the project ± No different with an

upgrade

A Project methodology will assist in working with

business and IT stakeholders during each phase to

set expectations and to ensure involvement

Agree upon time duration for each phase



Initiation Phase

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Establish Business and IT Stakeholders

Develop and agree on Project Charter

Define scope for phases

Develop detailed project management plan

Define project team

Developing an Upgrade Strategy

Oracle Fusion Middleware 11g

Oracle Business Intelligence 11g

Attend preliminary public training



Initiation Phase

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Success Factors

Select BI Upgrade Strategy that meets currentenvironment. Don¶t add complexity during the upgrade.

Use public Oracle workshops to quickly educate project

team

Internal Resources

Business/IT Stakeholders (10%)

Project Manager (50%)

Business Analyst (20%)

BI Analysis (20%)

External Resources (optional)

BI Architect (25%)

BI Project Manager



Discovery Phase

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Infrastructure Sizing

Determine Security Model modifications

DEV Environment Build

Plan and Perform DEV 11g Fusion install

Plan and Perform DEV 11g BI install

Perform Gap Analysis for Appearance and

Behavior After Upgrade

Formal OBIEE Education



Discovery Phase

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Success Factors

Establish client team and educate

May use cloud computing for rapid DEV deployment

Internal Resources



BI Analysis (50%)

OBIEE System Administrator (50%)


BI Architect (100%)

Installation Specialist (50%)



Design Phase

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Presentation Layer Design

Technical Architecture Design

Security Design

Create Test Strategy

Create User Training Strategy (optional)

Performance Tuning Design



Design Phase

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Success Factors

Over Forty known RPD and Webcache upgrade issuesdocumented. Explore Oracle Support, User Groups, and OBIEE

Blogs for additional issues

Remember Custom XML, Styles & Skins, Static files,

Configuration files, « anything modified by client hands!

Internal Resources




BI Analysis (50%) OBIEE System Administrator (50%)


BI Architect (100%)




Engage Stakeholders Early/Often

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One person¶s bat is another person¶s moth

Rorschach Inkblot Test



Configure Phase

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Modify Presentation Layer

Modify RPD

Modify Web Catalogs

Modify Configuration files

Finalize Test Plans and Scripts

Modify Security model

Perform Unit Testing

TST Environment Build



Configure Phase

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Success Factors

BI Performance Tuning is more important for an upgrade and isan overlooked activity ± engage early

Reuse test plans as baseline from previous deployment

Internal Resources




BI Analysis (100%) OBIEE System Administrator

(25%)


BI Architect (100%)




Validate Phase

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PROD Environment Build

Perform TST 11g Fusion upgrade

Perform TST 11g BI upgrade

Migrate RPD, Web Catalogs, and Config files

Check Performance of Reports and Dashboards

Begin Performance Monitoring

Perform U AT Testing

End-user Training



Validate Phase

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Success Factors

Validate, Validate, Validate Run an Incremental Load during the upgrade with equal

importance of an initial data load

Internal Resources






BI Architect (100%)

BI Performance Architect (50%)




Deploy Phase

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Perform PROD 11g Fusion upgrade

Perform PROD 11g BI upgrade

Migrate RPD, Web Catalogs, and Config files

Perform PROD validation

Go Live - Celebrations



Deploy Phase

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Success Factors

Plan for Post Production Support Train the Trainer approach for End-User education

Internal Resources





External Resources

BI Architect (50%)

BI Performance Architect

(50%)



Factors to Consider

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Over Forty known RPD and Webcache upgrade issues

documented

Users and Groups Security migrate from repository into

the embedded LD AP server in 11g Security policies are now defined as Application Roles

Education of client team is valuable

Make client team accountable early and assign project

tasks Validate, Validate, Validate



Questions

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