Oracle® Business Intelligence Applications Installation and Configuration Guide
What's New in This Release
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Overview of Oracle Business Intelligence Product Licensing
Oracle Business Intelligence Product Licensing
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Overview of Oracle Business Analytics Warehouse
Oracle Business Analytics Warehouse Overview
Oracle Business Analytics Warehouse Architecture
Oracle Business Analytics Warehouse Architecture Components
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Preinstallation and Predeployment Considerations for Oracle BI Applications
Oracle Business Analytics Warehouse Deployment Configuration
Operating System, Driver, and Connectivity Requirements for Oracle Business Analytics Warehouse
General Guidelines for Setting Up Oracle Business Analytics Warehouse
IBM DB2 UDB-Specific Database Guidelines for Oracle Business Analytics Warehouse
IBM DB2 UDB zOS and OS/390 and Z/os-Specific Database Guidelines for Oracle Business Analytics Warehouse
Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
Additional Suggestions for Optimizing Oracle Performance in Oracle Business Analytics Warehouse
SQL Server-Specific Database Guidelines for Oracle Business Analytics Warehouse
Teradata-Specific Database Guidelines for Oracle Business Analytics Warehouse
General Guidelines for Teradata Deployments
Best Practices For Teradata Deployments
Deploying Oracle Business Analytics Warehouse in Latin-1 General, Unicode and Non-English Environments
Code Page Overview
Source and Data Warehouse Code Pages for Latin-1 General (7-bit ASCII) to Latin-1 General (7-bit ASCII)
Source and Data Warehouse Code Pages for Latin-1 General (8-bit ASCII) to Latin-1 General (8-bit ASCII)
Source and Data Warehouse Code Pages for Unicode to Unicode
Source and Data Warehouse Code Pages for Code Page to Unicode
Source and Data Warehouse Code Pages for Code Page to Code Page
Setting the NLS_LANG Environment Variable for Oracle Databases
Setting the DB2CODEPAGE Environment Variable for DB2 Databases
Miscellaneous Information About Oracle Business Intelligence Applications Deployments
Preconfigured Mapping for the SA System Subject Area
Using Initialization Blocks
Performance Improvements for Change Capture for Incremental ETL Run
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Installing and Configuring Oracle BI Applications on Windows
Installation and Configuration Process Task List for Windows
Installing the Java SDK
Running the Oracle Business Intelligence Applications Installation Wizard (Windows)
Running the Informatica PowerCenter Installation Wizard (Windows)
Setting Up the Informatica Server and Informatica Repository Server
Process Of Setting Up The Informatica Server
Process Of Setting Up The Informatica Repository Server
Process of Copying Source Files and Lookup Files
Process of Starting the Informatica Services
Process of Creating ODBC Database Connections
Setting Environment Variables on Windows
Installing the Informatica Patch for Teradata
Setting Informatica Data Code Pages Validation
Process of Copying Hibernate Libraries
Configuring the DAC Client
Process of Configuring the DAC Config.bat File
Installing JDBC Drivers for DAC Database Connectivity
Creating the Required Databases
Creating the DAC Metadata Repository
Configuring the DAC Metadata Repository
Setting Up DAC System Properties
Specifying Transactional and Data Warehouse Data Sources in the DAC
Configuring Email Recipients in the DAC Client
Activating Join Indices for Teradata Databases
Configuring the Oracle Business Analytics Warehouse Database
Process of Creating the SSE Role
Process of Creating Data Warehouse Tables
Process of Creating Data Warehouse Tables on a Teradata Database
Registering Informatica Servers in the DAC Client
Process of Configuring and Managing the Informatica Repository
Process of Registering the Informatica Repository Server
Process of Loading the Pre-Built Repository Into Informatica
Process of Configuring the Informatica Repository in Workflow Manager
Process of Stopping and Starting the Informatica Repository (Optional)
Process of Backing Up and Restoring the Informatica Repository (Optional)
Setting the Code Page File Property for Unicode Environments on Teradata Databases
Setting Up the HOSTS File for Teradata Installations on Windows
Verifying the Informatica Repository Configuration
Setting Up The Time Dimension
Process of Setting Up The Fiscal Calendar
Configuring the DAC Server
Process of Configuring the Connection Between the DAC Server and DAC Repository
Process of Configuring Email in the DAC Server (Optional)
Process of Setting DAC Source System Parameters
Process of Starting the DAC Server
Starting the Informatica Server
Updating Siebel Transactional Database Schema Definitions
Process of Applying Siebel (CRM) and Oracle E-Business Suite Schema Changes For Oracle, DB2/UDB, MSSQL
Process of Applying CRM Schema Changes For DB2 on 390 or z/os
Process of Verifying the Siebel (CRM) and Oracle E-Business Suite Schema Changes
About Delete Triggers
Creating Stored Procedures for DB2-UDB
Teradata-Specific Installation and Configuration Checklist (Windows)
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Installing and Configuring Oracle BI Applications on UNIX
Overview of Installing and Configuring Oracle BI Applications on UNIX
Installation and Configuration Process Task List for UNIX
Installing Oracle BI Applications on UNIX
Installing and Configuring the Informatica Repository Server on UNIX
Installing and Configuring the Informatica Server on UNIX
Updating the Informatica License Files on UNIX
Installing the Informatica Patch on UNIX
Creating Database Connections for Teradata Installations
Setting Environment Variables for the Informatica Server on UNIX
Setting Up the HOSTS File for Teradata Installations on UNIX
Starting the Informatica Repository Server on UNIX
Stopping the Informatica Repository Server on UNIX
Configuring the DAC Server on UNIX
Starting the Informatica Server on UNIX
Stopping the Informatica Server on UNIX
Starting the DAC Server on UNIX
Stopping the DAC Server on UNIX
Teradata-Specific Installation and Configuration Checklist for UNIX
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Customizing the Oracle Business Analytics Warehouse
Oracle Business Analytics Warehouse Customization Scenarios
Type I Customizations: Adding Columns to Existing Fact or Dimension Tables
About Extending Mappings
Impact of Customization on Upgrade
Typical Steps to Extend Mappings in the Oracle Business Analytics Warehouse
Scenario for Extending the Oracle Business Analytics Warehouse
Other Types of Customizations Requiring Special Handling
Modifying Type II SCD Triggers
Adding Dimensions to Existing Facts
Adding Date Dimensions to Existing Facts
Adding Currencies to an Existing Table
Type II Customizations: Adding Additional Tables
About Creating New Dimension or Fact Tables
Using Custom Folders in the Oracle Business Analytics Warehouse
Creating Custom Informatica Workflows
Important Notes About Customizing the Oracle Business Analytics Warehouse
Including a Source Table for Change Capture Process
Adding a New Dimension in the Oracle Business Analytics Warehouse
Adding a New Fact Table in the Oracle Business Analytics Warehouse
Adding a New Dimension Table for a New Fact Table in the Oracle Business Analytics Warehouse
Type III Customizations: Adding New Data as a Whole Row into a Standard Dimension Table
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Configuring the Oracle BI Repository for Oracle Business Analytics Warehouse
Modifying the Oracle BI Repository for Siebel version 6.3 and version 7.5 applications
Configuring the Oracle BI Repository Connections
Setting up Date Specific Metrics
Setting Up Additional Time Series Metrics for Oracle Business Analytics Warehouse
Setting Up Additional Dimension Tables for Oracle Business Analytics Warehouse
About Oracle BI Repository Variables
Presentation Services Configuration Variables
About User Authentication
About the Security or Visibility Configuration
About the Group Variable
About the Period Ago Keys for Oracle Business Analytics Warehouse
About Configuring Usage Tracking for Oracle Business Analytics Warehouse
About the Incremental Deployment of the Oracle BI Applications Repository
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Configuring Common Components of the Oracle Business Analytics Warehouse
Configuring Extracts
Extracting Additional Data
Setting Up the Delimiter for Source Files
Configuring a Source Adapter Mapplet
Configuring Loads
Filtering and Deleting Records
About Primary Extract and Delete Mappings Process
About Working with Primary Extract and Delete Mappings
Configuring Slowly Changing Dimensions
About Identifying Historically Significant Attributes
Type I and Type II Slowly Changing Dimensions
About Document, Local, and Global Currencies
Process for Configuring Currencies
Extracting Exchange Rates from a Custom Table
Configuring Global Currencies and Exchange Rate Types
Handling European Monetary Union (EMU) Currencies
Using the Flat File to Supply EMU Exchange Rates
About the EXP_CURR_CONVERSION_TRANSFORM Expression Transformation to Supply EMU Exchange Rates
About Stored Lookups
Codes Lookup
Configuring Extension Column Code Description Lookups
About Resolving Dimension Keys
Resolving the Dimension Key Using Lookup
About Domain Values
About the Domain Value Conversion Process
About the Importance of Domain Values
About Extending the Domain Value Set
Configuring the Domain Value Set with CSV Worksheet Files
Configuring the Domain Value Set Using PowerCenter Designer
Configuring Conformed Dimensions
Configuring Conformed Dimensions for Universal Source
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Configuring Oracle Business Analytics Warehouse for Oracle
Configuring the Group Currency Code for Oracle 11i
About Adding Oracle Flex Fields to the Data Model
Mapping Source Customer Hierarchies to the Customers Dimension Table
Configuring Product Categories
Modifying the DATASOURCE_NUM_ID
Modifying the Last Extract Date
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Checklist for Configuring Oracle Business Analytics Warehouse Applications
Checklist for Initializing Oracle Business Analytics Warehouse
Checklist for Configuring Oracle BI Applications Consumer
Checklist for Configuring Oracle BI Applications Consumer
Checklist for Configuring Oracle Workforce Analytics
Checklist for Configuring Oracle Financial Analytics
Checklist for Configuring Supply Chain Analytics
Checklist for Configuring Supply Chain Analytics for Oracle 11i
Checklist for Configuring Supply Chain Analytics for Universal Source
Checklist for Configuring Supply Chain Analytics for Post-Load Processing
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Configuring Oracle BI Applications Consumer
Overview of Oracle Contact Center Telephony Analytics
About the Dimension Key Resolution Process for Universal Source
Loading the Dimension Table
Loading the Fact Table
About Configuring the Event Type Columns
About Configuring The Contact Reason Column
About Configuring Contact Status Type Column
Setting Up the Representative Activities Table
Setting Up the Contact Center Performance Table
Setting Up the Benchmarks and Targets Table
Logical Delete of Records From Fact Tables
Configuring Dates and Times
Configuring Flags for Oracle BI Applications Consumer
Excluding Representative Data for Post-Load Processing
Configuring Alternate Load Plan to Enable Direct Load to the Entry-Level Rep Activity Aggregates
Configuring Alternate Load Plan to Enable Direct Load to the Entry-Level Contact Performance Aggregates
Formation of Integration_Id of the Enterprise Contact Center Facts in the Warehouse
Setting Up the IVR Menu and IVR Navigation Profile Tables
Viewing Duration Metrics in hh:mi:ss Format in Oracle BI Answers
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Configuring Oracle's Supply Chain Analytics family of products
Overview of Oracle's Supply Chain Analytics family of products
Process of Configuring Supply Chain Analytics for Oracle 11i
Deploying Stored Procedures
Configuring the Bill of Materials Explosion for Oracle 11.5.9 and above version
Configuring the Bill of Materials Explosion Options
Configuring the Left Bound and Right Bound Calculation Option
Configuring Quantity Types for Product Transactions
About Configuring the Handling of Currency Types
Configuring the Country Region and State Region Name
Configuring the State Name
Configuring the Country Name
Configuring the Make-Buy Indicator
Extracting Particular Purchase Order Records
Configuring the DAC parameter for Purchase Cycle Line
Process of Aggregating Supply Chain Analytics Tables
About Configuring the Inventory Monthly Balance Table
Configuring the Inventory Monthly Balance Table
About Configuring the Product Transaction Aggregate Table
Configuring the Product Transaction Aggregate Table
About Configuring Supply Chain Analytics for Universal Source
Process of Configuring Supply Chain Analytics for a Universal Source
Configuring the Preferred Merchant Flag
Configuring the Customer Billable Indicator
Configuring the Receipts Indicator
Configuring Expense Payment Types
Configuring the Default Expense Distribution Percentage
Configuring Lookup Dates for Currency Conversion
About Configuring the Purchase Receipts Aggregate Table
Configuring the Purchase Receipts Aggregate Table
About Configuring the Purchase Cycle Lines Aggregate Table
Configuring the Purchase Cycle Lines Aggregate Table
Domain Values and CSV Worksheet Files for Supply Chain Analytics
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Configuring Oracle Financial Analytics
Overview of Oracle Financial Analytics
Process of Configuring Oracle Financial Analytics for Oracle 11i
About the Name of the Oracle 11i Folder in Informatica
Extracting Data Posted at the Detail-Level for Oracle 11i
Configuring How GL Balances Is Populated
Configuring the AP/AR Aging Tables
Mapping Oracle General Ledger and Profitability Analytics Account Numbers to Group Account Numbers
Configuring Oracle General Ledger and Profitability Analytics Transaction Extracts
Configuring General Ledger Cost Of Goods Extract
Configuring the General Ledger Account Hierarchies
Configuring General Ledger Account Hierarchies Using General Ledger Accounting Flexfield value sets definitions
Configuring General Ledger Account Hierarchies Using Financial Statement Generator (FSG) Report Definition
Configuring the General Ledger Balance ID
Configuring AP Balance ID for Oracle Payables Analytics
Configuring AR Balance ID for Oracle Receivables Analytics and Oracle General Ledger and Profitability Analytics
Configuring the AR Adjustments Extract for Oracle Receivables Analytics
Configuring the AR Schedules Extract
Configuring the AR Cash Receipt Application Extract for Oracle Receivables Analytics
Configuring the AR Credit-Memo Application Extract for Oracle's Siebel Receivables Analytics
About the Customer Costs Lines and Product Costs Lines Tables for Oracle's Siebel Profitability Analytics
Configuring the Customer Costs Lines and Product Costs Lines Tables for Oracle's Siebel Profitability Analytics
About PeopleSoft Trees in Oracle Financial Analytics
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Configuring Oracle Order Management and Fulfillment Analytics Option
Overview of Oracle Order Management and Fulfillment Analytics Option
Process of Configuring Oracle Order Management and Fulfillment Analytics Option for Oracle 11i
Configuring Sales Order Lines Data Storage
About Tracking Attribute Changes in Bookings
Tracking Multiple Attribute Changes in Bookings
Configuring Sales Schedule Lines Data Storage
Configuring Early and Late Tolerances for Shipments
Configuring Sales Invoice Lines Data Storage
Configuring Different Types of Backlog Calculations
Accounting for Negative Values in Orders, Invoices, and Picks
Process of Configuring the Order Lines Execution Plan and OTB ETL
Process of Aggregating Oracle Order Management and Fulfillment Analytics Option Tables
About Configuring the Sales Invoice Lines Aggregate Table
Configuring the Sales Invoice Lines Aggregate Table
About Configuring the Sales Order Lines Aggregate Table
Configuring the Sales Order Lines Aggregate Table
About Tracking Multiple Products for Oracle Order Management and Fulfillment Analytics Option
Adding Dates to the Order Cycle Time Table for Post-Load Processing
About Configuring the Backlog Period Date for Oracle Order Management and Fulfillment Analytics Option
Configuring the Backlog Period Date for Oracle Order Management and Fulfillment Analytics Option
About the Grain at Which Currency Amounts and Quantities Are Stored
About the Sales Order Dates
Domain Values and CSV Worksheet Files for Oracle Order Management and Fulfillment Analytics Option
Configuring Supply Chain Analytics for Oracle Order Management and Fulfillment Analytics Option
Configuring Oracle's Siebel Financial Analytics for Oracle Order Management and Fulfillment Analytics Option
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Configuring Oracle Workforce Analytics
Overview of Oracle Workforce Analytics
About Configuring Workforce Operations for Oracle 11i
Process of Configuring Workforce Operations for Oracle 11i
Configuring the Employees Dimension for U.S. Statutory Compliance
Configuring Sex Codes
Configuring Sex Descriptions
Configuring the Jobs Dimension for U.S. Statutory Compliance
Configuring Address Types for Workforce Profile
Configuring Phone Types for Workforce Profile
Process of Configuring Workforce Payroll for Oracle 11i
Modifying the Workforce Payroll Filters
Improving ETL Performance for Workforce Payroll
About Aggregating the Payroll Table for Oracle Workforce Analytics
Aggregating the Payroll Table for Oracle Workforce Analytics
Domain Values and CSV Worksheet Files for Oracle Workforce Analytics
Configuring Domain Values and CSV Worksheet Files for Oracle Workforce Analytics
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Using Oracle Business Analytics Warehouse Exception Reports With Siebel CRM Sources
Understanding Oracle Business Analytics Warehouse Exceptions
Executing Oracle Business Analytics Warehouse Exception Reports
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Troubleshooting Oracle Business Intelligence Applications
Oracle Business Analytics Warehouse Installation and Initial Configuration Issues
Informatica and Loading Issues
Unicode Issues with Informatica and the Oracle Business Analytics Warehouse
UNIX Installation Issues with the Oracle Business Analytics Warehouse
Oracle Business Analytics Warehouse Upgrade Issues
Oracle BI Interactive Dashboard Issues
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Installing the Usage Accelerator Application
Usage Accelerator Application Integration with Siebel 7.5.3 CRM Application
Usage Accelerator-Analytics Adapter Files
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Localizing Oracle Business Intelligence Deployments
Process of Maintaining Translation Tables for Oracle BI
Upgrading Oracle Business Intelligence Seed Data for Non-English Locales
Externalizing Metadata Strings
Adding Custom Translations to the W_LOCALIZED_STRING_G Table
About Translating Presentation Services Strings
About Installing Oracle Business Intelligence Localization Packs
Changing the Default Currency in Analytics Applications
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Integrating Interactive Dashboards and Operational Applications Data
Importing Oracle's Siebel Industry Applications Seed Data
Completing the Initialization in the Siebel Operational Application
Updating the Siebel Operational Application
Reapplying Customized Style Sheets
Process of Configuring Oracle Business Intelligence with Oracle's Siebel Web Extension (SWE)
Creating a Virtual IP Address for the SWE and Oracle BI Presentation Services
Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWE
Process of Configuring Oracle BI Action Links
Testing Action Links
Process of Integrating Analytics and Oracle's Siebel Operational Applications
Accessing Optional Analytics Applications
Configuring the Browser Settings for Operational Applications
Process of Customizing Oracle BI Application Home Page and Dashboards
Customizing Oracle BI Content on the Siebel Operational Application Home Page
Determining the Oracle BI Report Path Argument
Adding Views for Custom Oracle BI Interactive Dashboards
Verifying NQHOST Setup for Pharma Disconnected Analytics Client
Integrating the Pharma Application Home Page with the Pharma Disconnected Analytics Client
Importing Pharma Application Target Lists to the Pharma Disconnected Analytics Client
Viewing Information About Preconfigured Dashboards
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Integrated Security for Oracle BI Applications
Types of Security in Oracle BI
Data-Level Security in CRM Analytics Applications
Implementing Data-Level Security in the Oracle BI Repository
Initialization Blocks and Security-Related Information in Oracle BI
Filters for Oracle BI Security Groups
Configuring Oracle BI Repository Table Joins for Security
Responsibilities and Data-Level Visibility in Sales Analytics Applications
Changing the Security Group from Position-Based to Organization-Based in Oracle BI
Metadata Object-Level Security in Oracle BI Applications
Oracle Partner Analytics Security Settings
Consumer Sector Analytics Security Settings
Communications, Media, and Energy (CME) Analytics Security Settings
Financial Services Analytics Security Settings
Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics Security Settings
Usage Accelerator Analytics Security Settings
Implementing Security With Oracle EBS
Background
About Unit-Based Security With Oracle EBS
About the Relationship Between Object Security and Data Security
Initialization Blocks
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Configuring Metadata for Analytics Applications
What Are Oracle's Siebel Operational Applications?
Updating Finance Analytics Logical Table Sources
Externalizing Financial Services Metadata Translation Strings
Disabling the Finance Analytics Logical Table Sources
Developing and Deploying Predictive Scores
Analytics Metadata Requirements for Oracle's Siebel Industry Applications
Oracle's Siebel Consumer Sector Dashboards and Pages
Oracle's Siebel Consumer Sector Data Requirements
Oracle's CME family of products (Oracle Communications, Media and Energy Sales Analytics,
Oracle's Siebel CME Dashboards and Pages
Oracle's Siebel CME Data Requirements
Oracle Pharma Sales Analytics Dimensions
Dimensions Specific to Subject Areas in Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics
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Oracle Business Analytics Warehouse for Life Sciences Data Considerations
What's New for Pharma Analytics in Version 7.9
Oracle Business Analytics Warehouse for Life Sciences Overview
Importing Syndicated Data into Oracle Business Analytics Warehouse
Syndicated Loading Definitions
Data Types Supported in the Oracle Business Analytics Warehouse
Loading Syndicated Data into the Oracle Business Analytics Warehouse
Syndicated Data Flat File Formats
Life Sciences Data Loading Issues with Oracle Business Analytics Warehouse
Incremental Updates in the Oracle Business Analytics Warehouse LS Dimension Tables
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Pharma Disconnected Analytics Administration - Supplemental Information
About Pharma Disconnected Analytics
Sourcing Reports for Oracle's Pharma Disconnected Analytics
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