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Oracle Business Intelligence ApplicationsConfiguration Guide for Informatica PowerCenter Users Release 7.9.6.3E19039-01

April 2011

Oracle Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users, Release 7.9.6.3 E19039-01 Copyright 2009, 2011, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark licensed through X/Open Company, Ltd. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

ContentsPreface ............................................................................................................................................................... xxiAudience.................................................................................................................................................... xxii Documentation Accessibility .................................................................................................................. xxii Related Documents .................................................................................................................................. xxii Conventions ............................................................................................................................................. xxiii

1 What's New in This Release1.1 What's New in Oracle Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users................................................................................................ 1-1

2 Overview of Configuring Oracle Business Intelligence Applications2.1 High-Level Overview of Configuring Oracle BI Applications ............................................ 2-1

3

Configuring Common Areas and Dimensions3.1 Source-Independent Configuration Steps ............................................................................... 3-1 3.1.1 How to Configure Initial Extract Date.............................................................................. 3-2 3.1.2 How to Configure Global Currencies ............................................................................... 3-2 3.1.3 How to Configure Exchange Rate Types ......................................................................... 3-3 3.1.4 About Configuring Calendars ........................................................................................... 3-4 3.1.4.1 Overview of Calendars in Oracle BI Applications .................................................. 3-4 3.1.4.2 About Configuring Calendars .................................................................................... 3-6 3.1.4.3 Notes on Configuring Calendars ............................................................................... 3-9 3.1.4.4 How to Set Up the Gregorian Calendar Date Range............................................ 3-11 3.1.4.5 How to Configure PeopleSoft Summary Calendars ............................................ 3-11 3.1.4.6 How to Set Up an Enterprise Calendar Using an Oracle EBS Source System.. 3-13 3.1.4.7 How to Set Up an Enterprise Calendar Using a PeopleSoft Source System..... 3-13 3.1.4.8 How to Set Up an Enterprise Calendar Using an Oracle JD Edwards EnterpriseOne Source System.................................................................................. 3-14 3.1.4.9 How to Set Up an Enterprise Calendar Using an Oracle JD Edwards World Source System ............................................................................................................ 3-14 3.1.4.10 How to Set Up a 13 Period Calendar ...................................................................... 3-15 3.1.4.11 How to Set Up a 4-4-5 Calendar .............................................................................. 3-15 3.1.4.12 How to Use a Fiscal Calendar Loaded Through the Universal Adapter .......... 3-15 3.1.4.13 How to Use a PeopleSoft Summary Calendar ...................................................... 3-16 3.1.4.14 Examples of Configuring the Universal Adapter ................................................. 3-16

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How to Reload the Time Dimension Tables After the Data Warehouse Is Loaded......................................................................................................................... 3.1.4.16 ETL Process Flow Diagrams .................................................................................... 3.1.5 About Mapping GL Accounts to Group Account Numbers for All Source Systems............................................................................................................................... 3.1.6 Configuration Steps for Controlling Your Data Set for All Source Systems............ 3.1.6.1 How to Configure Data Source Numbers.............................................................. 3.1.7 About Support for Back-Dated Change Scenarios....................................................... 3.1.8 Supported Back-Dated Change Scenarios That Affect Position Hierarchy ............. 3.1.8.1 Scenario 1 .................................................................................................................... 3.1.8.2 Scenario 1a .................................................................................................................. 3.1.8.3 Scenario 2 .................................................................................................................... 3.1.8.4 Scenario 3 .................................................................................................................... 3.1.8.5 Scenario 3a .................................................................................................................. 3.1.8.6 Scenario 3b.................................................................................................................. 3.1.8.7 Scenario 3c .................................................................................................................. 3.1.8.8 Scenario 3d.................................................................................................................. 3.2 Oracle EBS-Specific Configuration Steps ............................................................................. 3.2.1 Configuration Required Before a Full Load for Oracle EBS....................................... 3.2.1.1 Configuration of Product Hierarchy (Except for GL, HR Modules).................. 3.2.1.2 How to Assign UNSPSC Codes to Products ......................................................... 3.2.1.3 How to Configure the Master Inventory Organization in Product Dimension Extract for Oracle Adapters (Except for GL & HR Modules) ......... 3.2.1.4 About Mapping Oracle GL Natural Accounts to Group Account Numbers ... 3.2.1.5 How to Make Corrections to the Group Account Number Configuration....... 3.2.1.6 About Configuring GL Account Hierarchies ......