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Oracle® Business Intelligence Applications Installation Guide for Informatica PowerCenter Users
Release 7.9.6.3
Part Number E19038-01
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
What's New in This Release
1.1
What's New in Oracle Business Intelligence Applications Installation Guide for Informatica PowerCenter Users
Part I Getting Started
2
Overview of Oracle BI Applications
2.1
What Is Oracle BI 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 and Configuring Oracle BI Applications
2.5
Using Oracle BI Repository Documentation
Part II Installation and Setup Steps for Oracle BI Applications
3
Preinstallation and Deployment Requirements for Oracle BI Applications
3.1
General Guidelines for Setting Up Oracle Business Analytics Warehouse
3.2
IBM DB2 UDB-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.3
IBM DB2 UDB zOS and OS/390 and z/OS-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.4
SQL Server-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.4.1
Setting the ANSI NULL Option
3.4.2
Modifying the DB Library Options Setting
3.4.3
Recommended SQL Server Database Parameters
3.5
Teradata-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.5.1
Installation of Required JDBC Driver for Teradata Databases
3.5.2
General Guidelines for Teradata Deployments
3.5.3
Best Practices For Teradata Deployments
3.5.3.1
Collect Statistics as a Prerequisite
3.5.3.2
LEFT OUTER JOIN Issue
3.5.3.3
Group By Versus Distinct
3.5.3.4
Pruning of Mappings and Tables
3.5.3.5
Loader Configurations
3.6
Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.7
Additional Suggestions for Optimizing Oracle Database Performance in Oracle Business Analytics Warehouse
3.8
Partitioning Guidelines For Large Fact Tables
3.8.1
Introduction to Partitioning Large Fact Tables
3.8.2
Partitioning Large Fact Tables
3.8.3
Configuring DAC to Support Partitioned Tables
3.8.3.1
Creating Source System Parameters in DAC to Support Partitioned Tables
3.8.3.2
Creating Index Actions in DAC
3.8.3.3
Creating Table Actions in DAC
3.8.3.4
Assigning Index Actions to Indexes in DAC
3.8.3.5
Assigning Table Actions to Tables in DAC
3.9
Miscellaneous Information About Oracle BI Applications Deployments
3.9.1
Preconfigured Mapping for the SA System Subject Area
3.9.2
Using Initialization Blocks
3.9.3
Creating Custom Indexes in Siebel Source Databases for Incremental Load Performance
3.9.3.1
An Example of Change Capture SQL and Required Indexes
3.9.4
Creating Custom Indexes in Oracle EBS Source Databases for Incremental Load Performance
3.9.4.1
Creating Indexes for Category 1 Tables
3.9.4.2
Creating Indexes for Category 2 Tables
3.9.5
Running an ETL with a Non-English OLTP Data Source
4
Installing and Setting Up Oracle BI Applications
4.1
About Oracle BI Applications Topologies
4.1.1
Summary of Oracle Home Locations Used in this Guide
4.2
High-Level Installation and Setup Task List
4.3
Mandatory Requirements
4.3.1
Oracle Business Intelligence Infrastructure Requirements for the Oracle BI Applications Installer
4.3.2
Informatica PowerCenter Requirements
4.3.3
Code Page and Data Movement Requirements
4.4
Preinstallation Tasks
4.4.1
Create Databases for Oracle BI Applications and Informatica PowerCenter Components
4.4.1.1
How to Create the SSE Role
4.4.2
Install and Configure Database Connectivity Software
4.4.2.1
How to Set the NLS_LANG Environment Variable for Oracle Databases
4.4.2.2
How to Set the DB2CODEPAGE Environment Variable for DB2 Databases
4.4.3
Perform Prerequisites for Informatica PowerCenter Installation
4.5
Installing the Oracle BI Applications files
4.6
Installing and Setting Up Informatica PowerCenter
4.6.1
Installing Informatica PowerCenter Client Tools (Windows)
4.6.2
Installing Informatica PowerCenter Services
4.6.3
Creating the Informatica Repository Service
4.6.4
Creating the Informatica Integration Service
4.6.5
Restoring the Pre-built Informatica Repository
4.6.5.1
Restoring the Pre-built Informatica Repository for Environments in English
4.6.5.2
Restoring the Pre-built Informatica Repository on a Non-English Operating System
4.6.6
Configuring Informatica PowerCenter Components
4.6.6.1
Setting up the Informatica Domain and Repository in Informatica PowerCenter Client Tools
4.6.6.2
Copying Source Files and Lookup Files
4.6.6.3
Setting PowerCenter Integration Services Relaxed Code Page Validation
4.6.6.4
Setting PowerCenter Integration Services Custom Properties
4.6.6.5
Creating the Repository Administrator User in the Native Security Domain
4.7
Installing and Setting Up the DAC Platform
4.7.1
Installing DAC Using the DAC Installer
4.7.2
Installing the DAC Server on UNIX
4.7.3
Installing JDBC Drivers for DAC Database Connectivity
4.7.4
Creating ODBC Database Connections for the DAC Client
4.7.4.1
How to Create ODBC Connections for Oracle Databases
4.7.4.2
How to Create ODBC Connections for DB2 Databases
4.7.4.3
How to Create ODBC Connections for SQL Server Databases
4.7.4.4
How to Create ODBC Connections for Teradata Databases
4.7.5
Installing pmcmd and pmrep to Enable Communication Between Informatica PowerCenter and DAC
4.7.6
Installing DAC Metadata Files
4.8
Logging into DAC for the First Time and Importing Metadata into the DAC Repository
4.8.1
Logging into DAC and Creating a Connection to the DAC Repository
4.8.2
Importing Metadata into the DAC Repository
4.9
Creating the Oracle Business Analytics Warehouse Tables
4.9.1
Creating Data Warehouse Tables
4.9.2
Creating Data Warehouse Tables on a Teradata Database
4.10
Configuring the DAC Server
4.10.1
Configuring the Connection Between the DAC Server and DAC Repository
4.10.1.1
How to Configure the DAC Server Repository Connection Using the DAC Client (Windows)
4.10.1.2
How to Configure the DAC Server Repository Connection Using serverSetupPrompt Scripts (Windows, UNIX or Linux)
4.10.2
Setting Environment Variables to Enable Communication between the DAC Server on UNIX and Informatica
4.10.3
Starting the DAC Server
4.10.4
Activating Join Indexes for Teradata Databases
4.11
Configuring DAC Integration Settings
4.11.1
Setting DAC System Properties
4.11.2
Registering Informatica Services in DAC
4.11.3
Setting Physical Data Sources
4.11.3.1
Specifying a Data Source Connection for JD Edwards EnterpriseOne or JD Edwards World Hosted on a DB2 Database
4.12
Configuring Relational and Application Connections in Informatica Workflow Manager
4.12.1
Logging Into Informatica PowerCenter Workflow Manager
4.12.2
Configuring Connections in Informatica PowerCenter Workflow Manager
4.12.2.1
How to Configure Relational Connections
4.12.2.2
How to Configure Application Connections for PeopleSoft OLTP Data Sources
4.12.2.3
(Teradata specific) How to Configure the Informatica Repository for Teradata External Loader Connections
4.13
Configuring the SiebelUnicodeDB Custom Property
4.14
Setting Up DAC to Receive Email Notification
4.14.1
Configuring Email Recipients in DAC
4.14.2
Configuring Email in the DAC Server
4.15
Configuring the Oracle BI Repository Connections
4.15.1
About the Predefined Connection Pools in the Oracle Business Analytics Warehouse
4.15.2
How to Configure the Oracle BI Repository Connections
4.15.2.1
How to specify the database type for connection pools
4.15.2.2
How to specify connection details for connection pools
4.15.3
How to Configure Oracle BI Repository Variables
4.15.4
How to Configure Dynamic Data Source Names
4.16
Deploying the Metadata Repository and Presentation Catalog
4.17
Applying the Oracle BI Applications Security Policy to the BI Domain
4.18
Additional Configuration Tasks
4.18.1
Configuring Security-Related Initialization Blocks
4.18.2
Setting DAC Source System Parameters
4.18.3
Creating Stored Procedures for DB2-UDB
4.18.3.1
How to Verify the Existence of Stored Procedures
4.18.3.2
How to Create DB2 Stored Procedures
4.18.4
Siebel-Specific Configuration Tasks
4.18.4.1
Updating Siebel Transactional Database Schema Definitions
4.18.5
Teradata-Specific Configuration Tasks
4.18.5.1
Setting Up the Code Page File Property for Unicode Environments on Teradata Databases
4.18.5.2
Setting Up the HOSTS File for Teradata Installations on Windows
4.18.5.3
Setting Up the HOSTS File for Teradata Installations on UNIX
4.18.5.4
Teradata-Specific Installation Checklist
4.19
About Running A Full Load ETL
4.19.1
An Example of Running a Full Load ETL
Part III Appendices
A
Supporting Tasks for DAC and Informatica PowerCenter
A.1
How to Log into DAC
A.2
About DAC User Account Management
A.2.1
Creating, Deleting and Inactivating User Accounts
A.3
How to Set DAC System Properties
A.4
How to Start and Stop the DAC Server
A.5
Enabling DAC Client Communication with Informatica PowerCenter
A.5.1
How to Define the Informatica Domains File Path in the DAC Client Environment Variables
A.5.2
How to Verify the DAC Client Is Able to Use pmrep and pmcmd
A.6
Enabling DAC Server Communication with Informatica PowerCenter
A.6.1
How to Set Environment Variables for DAC Server Communication on Windows
A.6.2
How to Set Environment Variables for DAC Server Communication on UNIX
A.6.3
How to Verify Java JDK Availability and Version
A.7
About the DAC Server Shell Scripts
A.8
How to Log Into Informatica Administrator
B
Localizing Oracle Business Intelligence Deployments
B.1
Process of Maintaining Translation Tables for Oracle BI
B.1.1
Upgrading Oracle Business Intelligence Seed Data for Non-English Locales
B.1.1.1
Importing Locale Seed Data Into The Translation Table (W_LOCALIZED_STRING_G)
B.1.2
Externalizing Customer Metadata Strings
B.1.3
Adding Custom Translations to the W_LOCALIZED_STRING_G Table
B.1.3.1
Adding String Translations for Analytics Metadata
B.2
About Translating Presentation Services Strings
B.3
Changing the Default Currency in Analytics Applications
C
Integrating Interactive Dashboards and Operational Applications Data
C.1
Importing Oracle's Siebel Industry Applications Seed Data
C.2
Completing the Initialization in the Siebel Operational Application
C.2.1
Updating the Siebel Operational Application
C.2.2
Reapplying Customized Style Sheets
C.2.3
How to Configure Oracle Business Intelligence with Oracle's Siebel Web Server Extension (SWSE)
C.2.4
Creating a Virtual IP Address for the SWSE and Oracle BI Presentation Services
C.2.5
Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWSE
C.2.6
About Configuring Oracle BI Action Links
C.2.7
Accessing Optional Analytics Applications
C.2.8
Process of Customizing Oracle BI Application Home Page and Dashboards
C.2.8.1
Customizing Oracle BI Content on the Siebel Operational Application Home Page
C.2.8.2
Determining the Oracle BI Report Path Argument
C.2.8.3
Adding Views for Custom Oracle BI Interactive Dashboards
C.3
Viewing Information About Preconfigured Dashboards
C.3.1
Exposing Dashboards and Requests
C.3.2
Locating Dashboards, Page Names and Reports
D
Configuring Metadata for Oracle Business Intelligence Applications
D.1
Metadata Setup Steps for Siebel CRM Sources
D.1.1
Updating Oracle Financial Services Analytics Logical Table Sources
D.1.2
Developing and Deploying Predictive Scores
D.1.3
Business Intelligence Metadata Requirements for Oracle's Siebel Industry Applications
D.1.3.1
Oracle Telecom Sales Analytics, Telecom Service Analytics and Telecom Marketing Analytics
D.1.3.2
Oracle Pharma Sales Analytics Dimensions
D.1.3.3
Dimensions Specific to Subject Areas in Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics
E
Using Oracle Business Analytics Warehouse Exception Reports
E.1
Understanding Oracle Business Analytics Warehouse Exceptions
E.1.1
List of Values Exceptions
E.1.2
Cost List Exceptions
E.1.3
Products Without a Cost List
E.1.4
Exchange Rate Exceptions
E.1.5
Invalid Hierarchy Exceptions
E.1.6
Circular Hierarchy Exceptions
E.2
Executing Oracle Business Analytics Warehouse Exception Reports
E.2.1
Cleansing Data
E.2.2
Using the List of Values View
E.2.3
Using the Exchange Rates View
E.2.4
Using the Cost List View
E.2.5
Using the ETL History View
E.2.6
Additional Exceptions
F
About the Versioned Informatica Repository
F.1
Summary of Versioning in the Informatica Repository
F.2
Customization of Repository Objects Using Check Out and Check In
Index