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Oracle® Business Intelligence Applications Fusion Edition Installation and Configuration Guide
Release 7.9.5
Part Number E12083-01
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Getting Started
1
What's New in This Release
1.1
What's New In Oracle Business Intelligence Applications Version 7.9.5?
2
Overview of Oracle Business Intelligence Applications
2.1
What is Oracle Business Intelligence Applications?
2.2
Oracle Business Analytics Warehouse Overview
2.3
Oracle Business Analytics Warehouse Architecture
2.3.1
Oracle Business Analytics Warehouse Architecture Components
2.4
Roadmap To Installing, Configuring, and Customizing Oracle Business Intelligence Applications
2.5
Using Repository Documentation
Part II Installation and Post-Installation Steps For BI Applications
3
Pre-installation and Predeployment Requirements for Oracle Business Intelligence Applications
3.1
Operating System, Driver, and Connectivity Requirements for Oracle Business Analytics Warehouse
3.2
General Guidelines for Setting Up Oracle Business Analytics Warehouse
3.3
IBM DB2 UDB-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.4
IBM DB2 UDB zOS and OS/390 and Z/os-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.5
Additional Suggestions for Optimizing Oracle Performance in Oracle Business Analytics Warehouse
3.6
SQL Server-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.6.1
Setting the ANSI NULL Option
3.6.2
Modifying the DB Library Options Setting
3.6.3
Recommended SQL Server Database Parameters
3.7
Teradata-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.7.1
General Guidelines for Teradata Deployments
3.7.2
Best Practices For Teradata Deployments
3.8
Miscellaneous Information About Oracle Business Intelligence Applications Deployments
3.8.1
Preconfigured Mapping for the SA System Subject Area
3.8.2
Using Initialization Blocks
3.8.3
Performance Improvements for Change Capture for Incremental ETL Run
3.8.4
Running an ETL with a Non-English OLTP Data Source
3.9
Partitioning Guidelines For Large Fact Tables
3.9.1
Introduction to Partitioning Large Fact Tables
3.9.2
How to Partition Large Fact Tables
3.9.3
Configure DAC To Support ETL For Partitioned Tables
3.9.4
Example XML Files
4
Installing and Setting Up Oracle Business Intelligence Applications
4.1
About Oracle Business Intelligence Applications Topologies
4.2
Installation and Configuration Process Task List
4.3
Mandatory Requirements and Pre-installation Tasks
4.3.1
Oracle Business Intelligence Infrastructure Requirements
4.3.2
Informatica PowerCenter Requirements
4.3.3
Code Page and Data Movement Requirements
4.3.4
Pre-installation Tasks
4.4
Installing Oracle Business Intelligence Applications Software
4.4.1
How to Run the Oracle Business Intelligence Applications Installer (Windows)
4.5
Installing Informatica PowerCenter Services Software
4.5.1
How to Install Informatica PowerCenter Client Tools
4.5.2
How to Install Informatica PowerCenter Services
4.6
Restoring the Oracle Business Intelligence Pre-Built Repository
4.7
Configuring Informatica PowerCenter Components
4.7.1
How to Copy Source Files and Lookup Files
4.7.2
Setting PowerCenter Integration Services Relaxed Code Page Validation
4.7.3
Setting PowerCenter Integration Services Custom Properties
4.8
Installing and Configuring the DAC Client
4.8.1
How to Install and Set Up the DAC Client
4.8.2
Enabling DAC Client Communication with Informatica PowerCenter
4.8.3
How to Create a DAC Connection
4.8.4
Creating the DAC Repository Schema
4.9
Importing the DAC Metadata
4.10
Creating the Oracle Business Analytics Warehouse Database Tables
4.10.1
How to Create Data Warehouse Tables
4.10.2
How to Create Data Warehouse Tables on a Teradata Database
4.11
How to Install and Configure the DAC Server
4.11.1
Overview to Installing and Configuring the DAC Server
4.11.2
Installing the DAC Server
4.11.3
Configuring the Connection Between the DAC Server and DAC Repository
4.11.4
Enabling DAC Server Communication with Informatica PowerCenter
4.11.5
Starting the DAC Server
4.12
Configuring the DAC Settings
4.12.1
How to Set DAC System Properties
4.12.2
How to Register the Informatica Services in the DAC
4.12.3
How to Set Physical Data Sources
4.13
Configuring Relational Connections In Informatica Workflow Manager
4.13.1
How to Log Into Informatica PowerCenter Workflow Manager
4.13.2
Configuring Relational Connections in Informatica PowerCenter Workflow Manager
4.14
Configuring the SiebelUnicodeDB Custom Property
4.15
Miscellaneous and Additional Configuration Tasks
4.15.1
How to Set the Code Page File Property for Unicode Environments on Teradata Databases
4.15.2
How to Set Up the HOSTS File for Teradata Installations on Windows
4.15.3
How to Update Siebel Transactional Database Schema Definitions
4.15.4
How to Create Stored Procedures for DB2-UDB
4.15.5
Teradata-Specific Installation and Configuration Checklist
4.15.6
How to Configure Email Recipients in the DAC Client
4.15.7
How to Configure Email in the DAC Server
4.15.8
How to Back Up and Restore the Informatica Repository (Optional)
4.15.9
How to Set DAC Source System Parameters
4.15.10
Migrating Seed Data from a Siebel Source System to the Oracle BI Repository
4.16
About Running A Full Load ETL
4.16.1
An Example of Running a Full Load ETL
Part III Customization and Security in Oracle Business Intelligence Applications
5
Customizing the Oracle Business Analytics Warehouse
5.1
Oracle Business Analytics Warehouse Customization Scenarios
5.1.1
Types of Customizations
5.1.2
Upgrade Consideration
5.2
Category 1 Customizations: Adding Columns to Existing Fact or Dimension Tables
5.2.1
About Extending Mappings
5.2.2
Impact of Customization on Upgrade
5.2.3
Typical Steps to Extend Mappings in the Oracle Business Analytics Warehouse
5.2.4
Scenario for Extending the Oracle Business Analytics Warehouse
5.3
Other Types of Customizations Requiring Special Handling
5.3.1
Modifying Category 2 SCD Triggers
5.3.2
Adding Dimensions to Existing Facts
5.3.3
Adding Date Dimensions to Existing Facts
5.3.4
Adding Currencies to an Existing Table
5.4
Category 2 Customizations: Adding Additional Tables
5.4.1
About Creating New Dimension or Fact Tables
5.4.2
Using Custom Folders in the Oracle Business Analytics Warehouse
5.4.3
Creating Custom Informatica Workflows
5.4.4
Important Notes About Customizing the Oracle Business Analytics Warehouse
5.4.5
Including a Source Table for Change Capture Process
5.4.6
Adding a New Dimension in the Oracle Business Analytics Warehouse
5.4.7
Adding a New Fact Table in the Oracle Business Analytics Warehouse
5.4.8
Adding a New Dimension Table for a New Fact Table in the Oracle Business Analytics Warehouse
5.5
Category 3 Customizations: Adding New Data as a Whole Row into a Standard Dimension Table
5.6
Configuring Extracts
5.6.1
Extracting Additional Data
5.6.2
Setting Up the Delimiter for Source Files
5.6.3
Configuring a Source Adapter Mapplet
5.7
Configuring Loads
5.7.1
Filtering and Deleting Records
5.7.2
About Primary Extract and Delete Mappings Process
5.7.3
About Working with Primary Extract and Delete Mappings
5.8
Configuring Slowly Changing Dimensions
5.8.1
About Identifying Historically Significant Attributes
5.8.2
Type I and Type II Slowly Changing Dimensions
5.9
About Stored Lookups
5.10
Codes Lookup
5.10.1
W_CODES Table
5.10.2
Codes Mappings
5.10.3
Codes Mapplets
5.10.4
Configuring Extension Column Code Description Lookups
5.11
About Resolving Dimension Keys
5.11.1
Resolving the Dimension Key Using Lookup
5.12
About Domain Values
5.12.1
About the Domain Value Conversion Process
5.12.2
About the Importance of Domain Values
5.12.3
About Extending the Domain Value Set
5.13
Configuring the Domain Value Set with CSV Worksheet Files
5.14
Configuring the Domain Value Set Using Informatica PowerCenter Designer
5.15
Configuring Conformed Dimensions
5.15.1
Configuring Conformed Dimensions for Universal Adapter
6
Integrated Security for Oracle Business Intelligence Applications
6.1
Types of Security in Oracle Business Intelligence Applications
6.1.1
Checking Oracle Business Intelligence Applications User Responsibilities
6.1.2
Registering a New User Responsibility in Oracle Business Intelligence
6.1.3
Default Security Settings in Oracle Business Intelligence
6.2
Integrating Data Security with Oracle E-Business Suite
6.2.1
Authorization
6.2.2
Operating Unit-Based Security With Oracle EBS
6.2.3
Inventory Organization-Based Security With Oracle EBS
6.2.4
Company Org-based Security Against Oracle EBS
6.2.5
Ledger Security Against Oracle EBS
6.2.6
Business Group Org-based Security Against Oracle EBS
6.2.7
HR Org-based Security Against Oracle EBS
6.2.8
Human Resource Personnel Data Analyst Security Against Oracle EBS
6.2.9
Employee Based Security with Oracle EBS
6.3
Integrating Data Security with Oracle's PeopleSoft Enterprise Applications
6.3.1
Authorization
6.3.2
About Operating Unit-based Security Against PeopleSoft Financials
6.3.3
About Company Org-based Security Against PeopleSoft Financials or PeopleSoft HR
6.3.4
About Ledger-based Security against Oracle's PeopleSoft Enterprise Applications
6.3.5
About HR Org-based Security Against PeopleSoft HR
6.3.6
About Payables Org-based security Against PeopleSoft Financials
6.3.7
About Receivables Org-based Security Against PeopleSoft Financials
6.3.8
About SET ID-based Security Against PeopleSoft Financials
6.3.9
About Human Resource Personnel Data Analyst Security Against PeopleSoft HR
6.3.10
Employee Based Security Against PeopleSoft Application
6.4
Metadata Object-Level Security in Oracle Business Intelligence Applications
6.4.1
Metadata Object-Level Security (Repository Groups)
6.5
Integrating Data Security with the Siebel CRM Application
6.5.1
Primary Position based Security
6.5.2
Primary Position Based Security for CRM Vertical applications
6.5.3
Team Based Visibility
6.5.4
Embedded Oracle Business Intelligence support for Changing Positions
6.5.5
Business Unit based Security
6.5.6
Primary Owner Security
6.6
Data-Level Security In Oracle Business Intelligence Applications
6.6.1
Data-Level Security in Oracle Business Intelligence Applications
6.6.2
Implementing Data-Level Security in the Oracle Business Intelligence Applications Repository
6.6.3
Initialization Blocks Used For Security Oracle Business Intelligence Applications
Part IV Configuring Your Analytical Applications
7
Configuring Common Areas and Dimensions
7.1
Source Independent Configuration Steps
7.1.1
Configuration Required Before A Full Load
7.1.2
Configuration Steps for Controlling Your Data Set for All Source Systems
7.2
Oracle EBS-Specific Configuration Steps
7.2.1
Configuration Required Before A Full Load for Oracle EBS
7.2.2
Configuration Steps for Controlling Your Data Set for Oracle EBS
7.3
PeopleSoft-Specific Configuration Steps
7.3.1
Configuration Required Before A Full Load for PeopleSoft
7.3.2
Configuration Steps for Controlling Your Data Set for PeopleSoft
7.4
Siebel-Specific Configuration Steps
7.4.1
Configuration Required Before A Full Load for Siebel Source Systems
7.4.2
Configuration Steps for Controlling Your Data Set for Siebel Source Systems
8
Configuring Oracle Procurement and Spend Analytics
8.1
Overview of Oracle Procurement and Spend Analytics
8.1.1
Oracle Procurement and Spend Analytics Module
8.1.2
Supplier Performance Analytics Module
8.2
Configuration Required Before A Full Load for Oracle Procurement and Spend Analytics
8.2.1
Configuration Steps for Oracle Procurement and Spend Analytics For All Source Systems
8.2.2
Configuration Steps for Oracle Procurement and Spend Analytics For Oracle EBS
8.2.3
Configuration Steps for Oracle Procurement and Spend Analytics For PeopleSoft
8.2.4
Configuration Steps for Oracle Procurement and Spend Analytics For Universal
8.2.5
Configuration Steps for Controlling Your Data Set
9
Configuring Oracle Financial Analytics
9.1
Overview of Oracle Financial Analytics
9.2
Configuration Required Before A Full Load for Financial Analytics
9.2.1
Configuration Steps for Financial Analytics For All Source Systems
9.2.2
Configuration Steps for Financial Analytics For Oracle EBS
9.2.3
Configuration Steps for Financial Analytics For PeopleSoft
9.2.4
Configuration Steps for Financial Analytics For Universal
9.2.5
Configuration Steps for Controlling Your Data Set
10
Configuring Oracle Supply Chain and Order Management Analytics
10.1
Overview of Oracle Supply Chain and Order Management Analytics
10.2
Configuration Required Before A Full Load for Oracle Supply Chain and Order Management Analytics
10.2.1
Configuration Steps for Oracle Supply Chain and Order Management Analytics For All Source Systems
10.2.2
Configuration Steps for Oracle Supply Chain and Order Management Analytics For Oracle EBS
10.2.3
Configuration Steps for Oracle Supply Chain and Order Management Analytics For PeopleSoft
10.2.4
Configuration Steps for Oracle Supply Chain and Order Management Analytics For Universal
10.2.5
Configuration Steps for Controlling Your Data Set
11
Configuring Oracle Human Resources Analytics
11.1
Overview of Oracle Human Resources Analytics
11.2
Configuration Required Before A Full Load for Oracle HR Analytics
11.2.1
Configuration Steps for Oracle HR Analytics For All Source Systems
11.2.2
Configuration Steps for Oracle HR Analytics For Oracle EBS
11.2.3
Configuration Steps for Oracle HR Analytics For PeopleSoft
11.2.4
Configuration Steps for Oracle HR Analytics For Universal
11.2.5
Configuration Steps for Controlling Your Data Set
12
Configuring Oracle Sales Analytics
12.1
Overview of Oracle CRM
12.2
Configuration Required Before A Full Load
12.2.1
How to Deploy Stored Procedures
12.2.2
Configuration Steps for Controlling Your Data Set
12.3
Configuring Usage Accelerator
12.3.1
What is Usage Accelerator?
12.3.2
About the Usage Accelerator Execution Plan
12.3.3
Using Usage Accelerator with Siebel 7.5.3 Applications
13
Configuring Oracle Contact Center Telephony Analytics
13.1
Overview of Oracle Contact Center Telephony Analytics
13.2
Configuration Required Before A Full Load for Contact Center Telephony Analytics
13.2.1
About the Dimension Key Resolution Process for Universal Source
13.2.2
How to Load the Dimension Table
13.2.3
How to Load the Fact Table
13.2.4
Setting Up The DATASOURCE_NUM_ID Parameter For The Universal Adapter
13.2.5
About Configuring the Event Type Columns
13.2.6
About Configuring The Contact Reason Column
13.2.7
About Configuring Contact Status Type Column
13.2.8
Setting Up the Representative Activities Table
13.2.9
Setting Up the Contact Center Performance Table
13.2.10
Setting Up the Benchmarks and Targets Table
13.2.11
Logical Delete of Records From Fact Tables
13.2.12
How to Configure Dates and Times
13.2.13
Configuring Flags for Oracle Contact Center Telephony Analytics
13.2.14
How to Exclude Representative Data for Post-Load Processing
13.2.15
How to Configure Alternate Load Plan to Enable Direct Load to the Entry-Level Rep Activity Aggregates
13.2.16
How to Configure Alternate Load Plan to Enable Direct Load to the Entry-Level Contact Performance Aggregates
13.2.17
How to Set Up the Integration_Id of the Contact Center Telephony Facts in the Warehouse
13.2.18
Setting Up the IVR Menu and IVR Navigation Profile Tables
13.2.19
How to View Duration Metrics in hh:mm:ss Format in Oracle BI Answers
13.2.20
Configuration Steps for Controlling Your Data Set
14
Configuring the Oracle Business Intelligence Applications Repository
14.1
Modifying the Oracle BI Repository for Siebel version 6.3 and version 7.5 applications
14.2
Configuring the Oracle BI Repository Connections
14.2.1
About The Predefined Connection Pools In The Oracle Business Analytics Warehouse
14.2.2
How to Configure Oracle Business Intelligence Applications Repository Connections
14.2.3
How to Configure Oracle Business Intelligence Applications Repository Variables
14.3
Setting up Date Specific Metrics
14.4
Setting Up Additional Time Series Metrics for Oracle Business Analytics Warehouse
14.5
Setting Up Additional Dimension Tables for Oracle Business Analytics Warehouse
14.6
About the Period Ago Keys for Oracle Business Analytics Warehouse
14.7
About Oracle BI Time Repository Variables
14.8
About User Authentication
14.9
About the Security or Visibility Configuration
14.10
About the Group Variable
14.11
About Configuring Usage Tracking for Oracle Business Analytics Warehouse
14.12
About the Incremental Deployment of the Oracle BI Applications Repository
Part V Appendices
A
Supporting Tasks for DAC and Informatica PowerCenter
A.1
How to Log Into the DAC Client
A.2
How to Start and Stop the DAC Server
A.3
How to Log Into Informatica PowerCenter Administration Console
A.4
How to Start and Stop Informatica Services
A.5
How to Stop and Start the Informatica Repository Service (Optional)
A.6
About the DAC Server Scripts for Bash and C Shells
A.7
How to Configure the DAC Metadata Repository
A.7.1
How to Set Up DAC System Properties
A.7.2
How to Activate Join Indices for Teradata Databases
B
Configuring Universal Adapter for CRM Analytics
B.1
What is Universal Adapter for CRM Analytics?
B.2
Data Format Requirements
B.3
About The Sample Source Files Provided
B.4
How to Create Data Files for Universal Adapter for CRM Analytics
B.5
List of Sample Source Files for Universal Adapter for CRM Analytics
B.5.1
List of Source Files for Seed Data and Common Dimensions
B.5.2
List of Source Files for Specific Subject Areas
C
Localizing Oracle Business Intelligence Deployments
C.1
Process of Maintaining Translation Tables for Oracle BI
C.1.1
Upgrading Oracle Business Intelligence Seed Data for Non-English Locales
C.1.2
Externalizing Customer Metadata Strings
C.1.3
Adding Custom Translations to the W_LOCALIZED_STRING_G Table
C.2
About Translating Presentation Services Strings
C.3
Changing the Default Currency in Analytics Applications
D
Integrating Interactive Dashboards and Operational Applications Data
D.1
Importing Oracle's Siebel Industry Applications Seed Data
D.2
Completing the Initialization in the Siebel Operational Application
D.2.1
Updating the Siebel Operational Application
D.2.2
Reapplying Customized Style Sheets
D.2.3
How to Configure Oracle Business Intelligence with Oracle's Siebel Web Extension (SWE)
D.2.4
Creating a Virtual IP Address for the SWE and Oracle BI Presentation Services
D.2.5
Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWE
D.2.6
How to Configure Oracle BI Action Links
D.2.7
Testing Action Links
D.2.8
Process of Integrating Analytics and Oracle's Siebel Operational Applications
D.2.9
Accessing Optional Analytics Applications
D.2.10
Configuring the Browser Settings for Operational Applications
D.2.11
Process of Customizing Oracle BI Application Home Page and Dashboards
D.2.12
Customizing Oracle BI Content on the Siebel Operational Application Home Page
D.2.13
Determining the Oracle BI Report Path Argument
D.2.14
Adding Views for Custom Oracle BI Interactive Dashboards
D.2.15
Verifying NQHOST Setup for Pharma Disconnected Analytics Client
D.2.16
Integrating the Pharma Application Home Page with the Pharma Disconnected Analytics Client
D.2.17
Importing Pharma Application Target Lists to the Pharma Disconnected Analytics Client
D.3
Viewing Information About Preconfigured Dashboards
D.3.1
Exposing Dashboards and Requests
D.3.2
Locating Dashboard and Page Names
E
Configuring Metadata for Analytics Applications
E.1
What Are Oracle's Siebel Operational Applications?
E.2
Updating Financial Analytics Logical Table Sources
E.3
Externalizing Financial Services Metadata Translation Strings
E.4
Disabling the Financial Analytics Logical Table Sources
E.5
Developing and Deploying Predictive Scores
E.6
Analytics Metadata Requirements for Oracle's Siebel Industry Applications
E.6.1
Oracle's Siebel Consumer Sector Dashboards and Pages
E.6.2
Oracle's Siebel Consumer Sector Data Requirements
E.6.3
Oracle's CME family of products (Oracle Communications, Media and Energy Sales Analytics
E.6.4
Oracle's Siebel CME Dashboards and Pages
E.6.5
Oracle's Siebel CME Data Requirements
E.6.6
Oracle Pharma Sales Analytics Dimensions
E.6.7
Dimensions Specific to Subject Areas in Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics
F
Oracle Business Analytics Warehouse for Life Sciences Data Considerations
F.1
What's New for Pharma Analytics in Version 7.9
F.2
Oracle Business Analytics Warehouse for Life Sciences Overview
F.3
Importing Syndicated Data into Oracle Business Analytics Warehouse
F.3.1
Syndicated Loading Definitions
F.3.2
Data Types Supported in the Oracle Business Analytics Warehouse
F.3.3
Loading Syndicated Data into the Oracle Business Analytics Warehouse
F.4
Syndicated Data Flat File Formats
F.4.1
Syndicated Data Flat File for Direct Sales Data
F.4.2
Syndicated Data Flat File for Indirect Sales Data
F.4.3
Syndicated Data Flat File for Prescription Data
F.4.4
Syndicated Data Flat File for Plan Level Rx Data
F.4.5
Syndicated Data Flat File for Physician Plan Level Rx Data
F.4.6
Syndicated Data Flat File for Weekly Early View Data
F.4.7
Syndicated Market Flat File for Indirect Sales Data
F.4.8
Syndicated Market Flat File for Prescription Data
F.4.9
Syndicated Market Flat File for Plan Level Rx Data
F.4.10
Syndicated Market Flat File for Physician Plan Level Rx Data
F.4.11
Syndicated Market Flat File for Weekly Early View Data
F.4.12
Flat File Cross-Reference Data Population Rules
F.5
Life Sciences Data Loading Issues with Oracle Business Analytics Warehouse
F.5.1
Known Issues with the Syndicated Data Fact Tables
F.6
Incremental Updates in the Oracle Business Analytics Warehouse LS Dimension Tables
F.6.1
W_ALIGNMT_DH
F.6.2
W_ALIGNVER_DH
G
Pharma Disconnected Analytics Administration - Supplemental Information
G.1
About Pharma Disconnected Analytics
G.2
Sourcing Reports for Oracle's Pharma Disconnected Analytics
H
Using Oracle Business Analytics Warehouse Exception Reports
H.1
Understanding Oracle Business Analytics Warehouse Exceptions
H.1.1
List of Values Exceptions
H.1.2
Cost List Exceptions
H.1.3
Products Without a Cost List
H.1.4
Exchange Rate Exceptions
H.1.5
Invalid Hierarchy Exceptions
H.1.6
Circular Hierarchy Exceptions
H.2
Executing Oracle Business Analytics Warehouse Exception Reports
H.2.1
Cleansing Data
H.2.2
Using the List of Values View
H.2.3
Using the Exchange Rates View
H.2.4
Using the Cost List View
H.2.5
Using the ETL History View
H.2.6
Additional Exceptions
I
Troubleshooting Oracle Business Intelligence Applications
I.1
Oracle Business Analytics Warehouse Installation and Initial Configuration Issues
I.2
Informatica and Loading Issues
I.3
Unicode Issues with Informatica and the Oracle Business Analytics Warehouse
I.4
UNIX Installation Issues with the Oracle Business Analytics Warehouse
I.5
Oracle Business Analytics Warehouse Upgrade Issues
I.6
Oracle BI Interactive Dashboard Issues
I.7
ETL Issues
J
About the Versioned Informatica Repository
J.1
Summary of Versioning in the Informatica Repository
J.2
Customization of Repository Objects Using Check Out and Check In
Index