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Siebel Analytics Server Administration Guide

What's New in This Release

Overview of the Siebel Analytics Server

The Siebel Analytics Server and Business Modeling

Siebel Analytics Server Features

Siebel Analytics Server in the Decision Support Environment

Siebel Analytics Server and the Data Warehouse

Siebel Analytics Server Components

Understanding the Business Model

Understanding the Physical Database Model

Primary Key-Foreign Key Relationships

Knowing the Contents of the Physical Database

Knowing the Aggregate Table Definitions

Logical Business Models

Understanding Dimensional Models

Administration Tool Basics

Analytics Administration Tool User Interface Components

Online and Offline Repository Modes

Checking the Consistency of a Repository or a Business Model

Checking In Changes

Setting Preferences

Using the Options Dialog Box—General Tab

Using the Options Dialog Box—Repository Tab

Using the Options Dialog Box—Sort Objects Tab

Using the Options Dialog Box—Cache Manager Tab

Using the Options Dialog Box—More Tab

Setting Permissions for Repository Objects

Editing, Deleting, and Reordering Objects in the Repository

Displaying and Updating Row Counts for Tables and Columns

Using the Browse Dialog Box

Setting Up a Siebel Analytics Server Repository

About Repository Structure in the Administration Tool

Process of Setting Up a Repository

Creating a New Analytics Repository File

Creating and Administering the Physical Layer in a Repository

Process of Creating the Physical Layer From Relational Data Sources

Importing a Physical Schema From Relational Data Sources

Process of Creating the Physical Layer From Multidimensional Data Sources

Importing a Physical Schema From Multidimensional Data Sources

Setting Up Database Objects

About Database Types in the Physical Layer

Creating a Database Object Manually in the Physical Layer

Specifying SQL Features Supported by a Database

Setting up Connection Pools

Creating or Changing Connection Pools

Setting Up Additional Connection Pool Properties for an XML Data Source

About Physical Tables

Creating and Setting Up Physical Tables

Creating and Administering General Properties for a Physical Table

Creating and Administering Columns and Keys in a Physical Table

Setting Up Hierarchies in the Physical Layer for a Multidimensional Data Source

Setting Physical Table Properties for an XML Data Source

Creating Physical Layer Folders

Creating Catalog Folders

Creating Schema Folders

Using a Variable to Specify the Name of a Catalog or Schema

Setting Up Display Folders in the Physical Layer

About Physical Joins

Defining Physical Foreign Keys and Joins

Defining Physical Foreign Keys or Complex Joins with the Joins Manager

Defining Physical Joins in the Physical Diagram

Using Database Hints

Creating and Administering the Business Model and Mapping Layer in a Repository

About Creating the Business Model and Mapping Layer

Creating Business Model Objects

Creating and Administering Logical Tables

Creating Logical Tables

Adding or Editing Logical Table Sources

Specifying a Primary Key in a Logical Table

Editing Foreign Keys for a Logical Table

Creating and Administering Logical Columns

Creating a Logical Column

Setting Default Levels of Aggregation for Measure Columns

Associating an Attribute with a Level in Dimension Tables

Creating and Administering Logical Table Sources (Mappings)

Creating or Removing a Logical Table Source

Defining Physical to Logical Table Mappings

Defining Content of Sources

About Dimensions and Hierarchical Levels

Process of Creating and Administering Dimensions

Creating Dimensions

Creating Dimension Levels and Keys

Creating Dimensions Automatically

Setting Up Dimension-Specific Aggregate Rules for Logical Columns

Setting Up Display Folders in the Business Model and Mapping Layer

Defining Logical Joins

Defining Logical Joins with the Joins Manager

Defining Logical Joins with the Business Model Diagram

Specifying a Driving Table

Identifying Physical Tables That Map to Logical Objects

Creating and Maintaining the Presentation Layer in a Repository

Creating the Presentation Layer in the Repository

Presentation Layer Objects

Working with Presentation Catalogs

Working with Presentation Tables

Working with Presentation Columns

Using the Alias Tab of Presentation Layer Dialog Boxes

Generating an XML File From a Presentation Table

Completing Setup and Managing Repository Files

Process of Completing the Setup for a Repository File

Saving the Repository and Checking Consistency

Add an Entry in the NQSConfig.INI File

Create the Data Source

Start the Siebel Analytics Server

Test and Refine the Repository

Publish to User Community

Importing from Another Repository

Querying and Managing Repository Metadata

Constructing a Filter for Query Results

Comparing Repositories

Merging Siebel Analytics Repositories

Creating an Analytics Multiuser Development Environment

Business Scenario for Analytics Multiuser Development

Setting up an Analytics Multiuser Development Environment

Making Changes in an Analytics Multiuser Development Environment

Setting Up a Developer's Machine for Analytics Multiuser Development

Changing Metadata in an Analytics Multiuser Development Environment

Merging Metadata Changes Into the Source Repository

Setting Up Disconnected Analytics

About Disconnected Analytics

Disconnected Analytics Architecture (Server and Laptop)

Installing Disconnected Analytics

Process of Deploying Disconnected Analytics Applications

About the Disconnected Directory Structure

Creating and Testing Tables and Indexes in the SQL Anywhere Database

Creating and Storing the Disconnected Analytics Repository

Assign the Disconnected Database Type and Connection Pool

Testing and Storing the Disconnected Repository

Creating the Disconnected Web Catalog

Defining Sourcing Queries for Disconnected Analytics

Creating the Disconnected Application Configuration File

Create the Application Configuration File for Disconnected Analytics

Data Set Definitions

Preparing Disconnected Analytics Applications for Deployment

Testing and Deploying Siebel Disconnected Analytics

Testing Disconnected Analytics Applications

Testing the Installation Processes

Installing an Application Using Disconnected Analytics Application Manager

Installing a Disconnected Analytics Application Silently

Deleting Disconnected Analytics Applications

Setting Up Mobile Machines to Operate in Silent Mode

Synchronizing Disconnected Analytics Applications

About Preprocessed Synchronization

About Incremental Synchronization

Synchronizing Disconnected Analytics in the Background (Silent Mode)

Administration Tool Utilities and Expression Builder

Utilities and Wizards

Time Series Wizard

Synchronize Aliases

Copy Business Model with Presentation Catalog

Siebel Analytics Event Tables

Externalize Strings

Update Physical Layer Wizard

Generating Documentation of Repository Mappings

Expression Builder

Setting Up Aggregate Navigation

Specify the Aggregate Levels for Each Source

Create Dimension Sources for Each Level of Aggregated Fact Data

Specify Fragmentation Content

Aggregate Table Fragments

Administering the Query Environment

Starting the Siebel Analytics Server

Starting the Server from the Services Applet in Windows

Configuring the Server for Automatic Startup in Windows

Running the Siebel Startup Script in UNIX

Changing the User ID in Which the Siebel Analytics Server Runs

If the Server Fails to Start

Shutting Down the Server

Shutting Down the Server from the Services Applet in Windows

Shutting Down the Server from a Command Prompt in Windows

Running the Siebel Analytics Server Shutdown Script in UNIX

Shutting Down the Server Using the Administration Tool

Getting Users to Connect to the Server

Administering the Query Log

Administering Usage Tracking

Administering Direct Insertion for Usage Tracking

Selecting an Output Location

Performance Considerations

Collecting More Detailed Information About Queries

Server Session Management

Server Configuration and Tuning

Query Caching in Siebel Analytics Server

About the Analytics Server Query Cache

Query Cache Architecture

Configuring Query Caching

Monitoring and Managing the Cache

Purging Cache Programmatically

Strategies for Using the Cache

Cache Event Processing with an Event Polling Table

Setting Up Event Polling Tables on the Physical Databases

Making the Event Polling Table Active

Populating the Siebel Analytics Server Event Polling Table

Troubleshooting Problems with an Event Polling Table

Making Changes to a Repository

Using the Cache Manager

Displaying Global Cache Information

About the Refresh Interval for XML Data Sources

Connectivity and Third-Party Tools

Configuring Siebel Analytics ODBC Data Source Names (DSNs)

Third-Party Tools and Relational Data Source Adapters

Importing Metadata

ODBC Conformance Level

Using Variables in the Analytics Server Repository

Using the Analytics Variable Manager

Using Repository Variables

About Session Variables

Creating New Variables

About Initialization Blocks

Initializing Dynamic Repository Variables

Initializing Session Variables

Creating and Editing Initialization Blocks

Tasks Using the Initialization Block Dialog Box—Variable Tab

Execution Precedence

Clustering Siebel Analytics Servers

About the Cluster Server Feature

Components of the Cluster Server Feature

Implementing the Cluster Server Feature

Chronology of a Cluster Operation

Using the Cluster Manager

Viewing Cluster Information

Managing Clustered Servers

Performance Considerations

Security in Siebel Analytics

Analytics Security Manager

Working with Users

Working with Groups

Importing Users and Groups from LDAP

Authentication Options

Operating System Authentication

LDAP Authentication

External Table Authentication

Database Authentication

Siebel Analytics Server Internal Authentication

Order of Authentication

Bypassing Siebel Analytics Server Security

Managing Query Execution Privileges

Using XML as a Data Source for Analytics

Locating the XML URL

Using the Siebel Analytics Server XML Gateway

Siebel Analytics Server XML Gateway Example

Accessing HTML Tables

Using the Data Mining Adapter

XML ODBC Example

Configuring Marketing Module Metadata

About Marketing Segmentation Metadata

Terminology Used for Marketing Metadata

Setting Up Marketing Segmentation Metadata

Create Segmentation Catalogs for Physical Star Schemas

Assign an Implicit Fact in the Segmentation Presentation Catalog Property

Creating Targeting Levels and Adding Segmentation Catalogs

About Setting Up Cache for Target Levels

Setting Up Cache for Target Levels

Enable Sampling for the Target Level

Setting Up Saved Result Sets for Target Levels

Setting up the Marketing List Catalogs

Setting Up Conforming Dimensions

Setting Up Marketing Qualified List Items

Controlling Marketing Vendor List Query Details

Copying Marketing Metadata From One Repository to Another Repository

SQL Syntax and Semantics

SELECT Query Specification Syntax

SELECT Usage Notes

SELECT List Syntax

Rules for Queries with Aggregate Functions

SQL Logical Operators

Conditional Expressions

Aggregate Functions

Running Aggregate Functions

String Functions

Calendar Date/Time Functions

Conversion Functions

System Functions

Expressing Literals

Usage Tracking Data Descriptions and Using the Log File Method

Create Table Scripts for Usage Tracking Data

Loading Usage Tracking Tables with Log Files

Description of the Usage Tracking Data

Pharma Field Analytics Administration Reference

Sourcing Reports for Pharma Field Analytics

Data Sets for Pharma Field Analytics

Disconnected Analytics Configuration File Reference

Siebel Analytics Server Administration Guide