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Oracle® Business Intelligence Applications Upgrade Guide for Informatica PowerCenter Users
Version 7.9.6.2

Part Number E17801-01
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B Configuring Application-Specific Parameters and Mappings

This appendix provides information about application-specific parameters and mappings that you may need to configure or update depending on your environment.

This appendix includes the following topics:

B.1 Configuring Parameters and Mappings in 796_UPG_PARAMS.txt for Oracle Financial Analytics

This section provides information about parameters and mappings specific to Oracle Financial Analytics that you may need to configure or update depending on your environment.

This section includes the following topics:

B.1.1 Configuring Parameters for Value Set Hierarchies and FSG Hierarchies

In Oracle Financial Analytics, the default behavior is for Value Set Hierarchies to be enabled and Financial Statement Generator (FSG) Hierarchies to be disabled.

If you have changed this behavior by disabling Value Set Hierarchies and enabling FSG Hierarchies, then you need to configure the parameters that control this behavior in the 796_UPG_PARAMS.txt file and the DAC configuration tags.

To configure the FSG Hierarchies and Value Set Hierarchies parameters

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 796_UPG_PARAMS.txt file.

  3. Search for the parameter $$IS_FSGHIERARCHY_INSTALLED, and set the value to Y.

    For example:

    $$IS_FSGHIERARCHY_INSTALLED=Y

  4. Search for the parameter $$IS_VALUESETHIERARCHY_INSTALLED, and set the value to N.

    For example:

    $$IS_VALUESETHIERARCHY_INSTALLED=N

B.1.2 Configuring Parameters for GL Data Extraction

If you have configured your GL data extraction to limit the set of books or ledgers extracted, you need to set the appropriate parameters in the 796_UPG_PARAMS.txt file to match the same parameters in the DAC source system parameters.

This section includes the following topics:

B.1.2.1 Configuring GL Data Extraction Parameters for Oracle EBS 11i Sources

Follow this procedure to configure GL data extraction parameters for Oracle EBS 11i sources.

To configure GL data extraction parameters

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 796_UPG_PARAMS.txt file.

  3. Note the values for the following parameters:

    • $$FILTER_BY_SET_OF_BOOKS_ID

    • $$FILTER_BY_SET_OF_BOOKS_TYPE

    • $$SET_OF_BOOKS_ID_LIST

    • $$SET_OF_BOOKS_TYPE_LIST

  4. In DAC, go to the Design view, and select the appropriate custom container.

  5. Select the Source System Parameters tab.

  6. Query for the parameters listed in Step 3, and compare the values.

  7. If necessary, change the values for the parameters in the 796_UPG_PARAMS.txt file to match the values for the parameters in the DAC Source System Parameters tab.

  8. Save the 796_UPG_PARAMS.txt file.

B.1.2.2 Configuring GL Data Extraction Parameters for Oracle EBS R12 Sources

Follow this procedure to configure GL data extraction parameters for Oracle EBS R12 sources.

To configure GL data extraction parameters

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 796_UPG_PARAMS.txt file.

  3. Note the values for the following parameters:

    • $$FILTER_BY_LEDGER_ID

    • $$FILTER_BY_LEDGER_TYPE

    • $$LEDGER_ID_LIST

    • $$LEDGER_TYPE_LIST

  4. In DAC, go to the Design view, and select the appropriate custom container.

  5. Select the Source System Parameters tab.

  6. Query for the parameters listed in Step 3, and compare the values.

  7. If necessary, change the values for the parameters in the 796_UPG_PARAMS.txt file to match the values for the parameters in the DAC Source System Parameters tab.

  8. Save the 796_UPG_PARAMS.txt file.

B.1.3 Configuring the COGS Fact Mapping for Oracle EBS R12

For Oracle EBS R12 sources, follow this procedure to update the COGS fact mapping.

To configure the COGS fact mapping

  1. Launch Informatica PowerCenter Designer.

  2. Navigate to the folder UPGRADE_7951_TO_796_ORA12.

  3. Open the mapping SDE_ORA_GLCOGSFact_UPG796.

  4. Open the mapplet mplt_BC_ORA_GLCOGSFact.

  5. Open the Source Qualifier Transformation, do the following:

    1. Open the SQL Query property.

    2. In the WHERE clause of the query locate the hard-coded filter on the Transaction Type ID and Transaction Action ID.

      For example:

      MMT.TRANSACTION_TYPE_ID IN (15, 33, 10008) AND (MMT.TRANSACTION_ACTION_ID,MTA.ACCOUNTING_LINE_TYPE) IN ((27, 2), (1, 36), (36, 35))

  6. Change the values to the actual values you used in the SDE_ORA_GLCOGSFact mapping in the base Informatica Repository code.

B.1.4 Configuring the $$Hint1 Parameter for Oracle Databases

If your target data warehouse is an Oracle database server, follow this procedure to set the $$Hint1 parameter.

To set the $$Hint1 parameter

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 796_UPG_PARAMS.txt file.

  3. Locate the $$Hint1 parameter for the appropriate version of the Oracle database, and enter the following value:

    /*+ USE_HASH(W_GL_BALANCE_F, W_GL_ACCOUNT_D, W_GLACCT_SEG_CONFIG_TMP) */

    For example:

    mplt_GLBalanceAggrByAcctSegCodes.$$Hint1=/*+ USE_HASH(W_GL_BALANCE_F, W_GL_ACCOUNT_D, W_GLACCT_SEG_CONFIG_TMP) */

  4. Save the 796_UPG_PARAMS.txt file.

B.2 Configuring Parameters in 796_UPG_PARAMS.txt for Oracle Project Analytics

If you are deploying Oracle Project Analytics, follow the procedure in this section to configure the IS_PROJECTS_INSTALLED parameter.

To configure the IS_PROJECTS_INSTALLED parameter

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 796_UPG_PARAMS.txt file.

  3. Search for the parameter $$IS_PROJECTS_INSTALLED, and set the value to Y.

    For example:

    $$IS_PROJECTS_INSTALLED=Y

  4. Save the 796_UPG_PARAMS.txt file.

B.3 Configuring Parameters in 796_UPG_PARAMS.txt for Oracle Supply Chain and Order Management Analytics

This section provides information about parameters specific to Oracle Supply Chain and Order Management Analytics that you need to configure.

This section includes the following topics:

B.3.1 Configuring the TIME_GRAIN Parameter for Sales Order Lines Aggregate Fact and Invoice Lines Aggregate Fact Tables

If you are deploying Oracle Supply Chain and Order Management Analytics, you need to configure the TIME_GRAIN parameter for the Sales Order Lines Aggregate Fact table and for the Invoice Lines Aggregate Fact table. For instructions, see the section titled, "Process of Aggregating Oracle Supply Chain and Order Management," in Oracle Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users.

B.3.2 Configuring the $$PERIOD Parameter for the Customer Status History Fact Table

If you are deploying Oracle Supply Chain and Order Management Analytics, you need to configure the $$PERIOD parameter for the Customer Status History Fact table. For instructions, see the section titled, "How to Configure the Customer Status History Fact Table," in Oracle Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users.

B.4 Configuring Parameters and Mappings in 7962_UPG_PARAMS.txt for Oracle Financial Analytics

This section provides instructions for configuring parameters and mappings in the 7962_UPG_PARAMS.txt file for Oracle Financial Analytics.

This section includes the following topics:

B.4.1 Configuring Parameters for Oracle Financial Analytics

This section provides information about parameters and mappings specific to Oracle Financial Analytics that you may need to configure or update depending on your environment.

This section includes the following topic:

B.4.1.1 Configuring Parameters for GL Data Extraction

If you have configured your GL data extraction to limit the set of books or ledgers extracted, you need to set the appropriate parameters in the 7962_UPG_PARAMS.txt file to match the same parameters in the DAC source system parameters.

This section includes the following topics:

B.4.1.1.1 Configuring GL Data Extraction Parameters for Oracle EBS 11i Sources

Follow this procedure to configure GL data extraction parameters for Oracle EBS 11i sources.

To configure GL data extraction parameters

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 7962_UPG_PARAMS.txt file.

  3. Note the values for the following parameters:

    • mplt_BC_ORA_GL_Balance_Fact.$$FILTER_BY_SET_OF_BOOKS_ID

    • mplt_BC_ORA_GL_Balance_Fact.$$FILTER_BY_SET_OF_BOOKS_TYPE

    • mplt_BC_ORA_GL_Balance_Fact.$$SET_OF_BOOKS_ID_LIST

    • mplt_BC_ORA_GL_Balance_Fact.$$SET_OF_BOOKS_TYPE_LIST

  4. In DAC, go to the Design view, and select the appropriate custom container.

  5. Select the Source System Parameters tab.

  6. Query for the parameters listed in Step 3, and compare the values.

  7. If necessary, change the values for the parameters in the 7962_UPG_PARAMS.txt file to match the values for the parameters in the DAC Source System Parameters tab.

  8. Save the 7962_UPG_PARAMS.txt file.

B.4.1.1.2 Configuring GL Data Extraction Parameters for Oracle EBS 12 Sources

Follow this procedure to configure GL data extraction parameters for Oracle EBS 12 sources.

To configure GL data extraction parameters

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 7962_UPG_PARAMS.txt file.

  3. Note the values for the following parameters:

    • mplt_BC_ORA_GL_Balance_Fact.$$FILTER_BY_LEDGER_ID

    • mplt_BC_ORA_GL_Balance_Fact.$$FILTER_BY_LEDGER_TYPE

    • mplt_BC_ORA_GL_Balance_Fact.$$LEDGER_ID_LIST

    • mplt_BC_ORA_GL_Balance_Fact.$$LEDGER_TYPE_LIST

  4. In DAC, go to the Design view, and select the appropriate custom container.

  5. Select the Source System Parameters tab.

  6. Query for the parameters listed in Step 3, and compare the values.

  7. If necessary, change the values for the parameters in the 7962_UPG_PARAMS.txt file to match the values for the parameters in the DAC Source System Parameters tab.

  8. Save the 7962_UPG_PARAMS.txt file.

B.4.1.1.3 Configuring GL Data Extraction Parameters for PeopleSoft Sources

Follow this procedure to configure GL data extraction parameters for PeopleSoft 8.8, 8.9, and 9.0 sources.

To configure GL data extraction parameters

  1. Navigate to the SrcFiles folder on the Informatica Server machine, for example, C:\Program Files\Informatica PowerCenter 8.6.1\server\infa_shared\SrcFiles.

  2. Open the 7962_UPG_PARAMS.txt file.

  3. Note the values for the following parameters:

    • mplt_BC_PSFT_GLBalanceFact.$$FISCAL_YEAR

    • $$LOW_DATE

  4. In DAC, go to the Design view, and select the appropriate custom container.

  5. Select the Source System Parameters tab.

  6. Query for the parameters listed in Step 3, and compare the values.

  7. If necessary, change the values for the parameters in the 7962_UPG_PARAMS.txt file to match the values for the parameters in the DAC Source System Parameters tab.

    Note:

    The parameter $$FISCAL_YEAR is fiscal year from which you want to extract the GL Balances into the data warehouse. GL Balances from PS_LEDGER will be extracted from this year forward into the data warehouse. All balances prior to this year will not be extracted.
  8. Save the 7962_UPG_PARAMS.txt file.

B.4.2 Configuring the COGS Fact Mapping for Oracle EBS R12

For Oracle EBS R12 sources, follow this procedure to update the COGS fact mapping.

To configure the COGS fact mapping

  1. Launch Informatica PowerCenter Designer.

  2. Navigate to the folder UPGRADE_7961_to_7962_ORAR12.

  3. Open the mapping SDE_ORA_GLCOGSFact_UPG7962.

  4. Open the mapplet mplt_BC_ORA_GLCOGSFact.

  5. Open the Source Qualifier Transformation, and do the following:

    1. Open the SQl Query property.

    2. In the WHERE clause of the query, locate the hard-coded filter on the Transaction Type ID and Transaction Action ID.

      For example:

      MMT.TRANSACTION_TYPE_ID IN (15, 33, 10008) AND
      (MMT.TRANSACTION_ACTION_ID,MTA.ACCOUNTING_LINE_TYPE) IN
      ((27,2),(1,36),(36,35))
      
  6. Change the values to the actual values you used in the SDE_ORA_GLCOGSFact mapping in the main Informatica Repository code.