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Oracle® Fusion Middleware Installation Guide for Oracle Business Intelligence Applications
11g Release 1 (11.1.1.7)

Part Number E35981-04
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D Oracle BI Applications Configuration Manager System Setup UI Reference

This appendix contains reference information for the System Setup user interface elements in the Oracle BI Applications Configuration Manager.

This appendix contains the following topics:

D.1 Define Business Intelligence Applications Instance: Source System Tab

The Source Systems tab on the Define Business Intelligence Applications Instance page lists the registered source instances for the current deployment.You can use this tab to register a source instance, edit a registered source instance, or disable a source instance. Note that in a new installation of Oracle BI Applications, no source instances will be listed.

A source system is the transactional system that serves as the source of data for the Oracle Business Analytics Warehouse. A source instance is a particular instance of a source system and is given a name by the BI Applications Administrator. An Oracle BI Applications instance is an Oracle BI Applications environment consisting of one Oracle Business Analytics Warehouse and one or more source instances.

The table below provides a description of the user interface elements in the Source Systems tab.

Element Description

Source Instance Name column

The name given by the BI Applications System Administrator to a transactional system that serves as a source of data for BI Applications data load. The source instance is important because functional setup tasks, and the setting of values for objects such as parameters and domain maps are performed in relation to a source instance. Each source instance must have a unique data source number.

Description column

Additional information specified by the BI Applications System Administrator about the source instance.

Product Line column

The source instance product line.

Product Line Version column

The version number of the source instance product line.

Data Source Number column

The unique, user-specified number used to identify the source instance.

The Data Source Number value specifies a data source so that the data can be identified in the Oracle Business Analytics Warehouse. Each source instance must have a unique Data Source Number.

Enabled column

When you register a source instance, it is enabled by default. Enabling a source instance makes the setup data associated with that source instance available in Oracle BI Applications Configuration Manager

To enable a source instance, highlight the source instance, and then select Enable from the Actions menu. To disable a source instance, highlight the source instance, and then select Disable from the Actions menu.

Note: If you make a mistake in the source instance definition that you are not able to correct, you must disable that source instance and register a new source instance. For example, if the value for Data Source Number is incorrect, then you cannot edit a source instance and correct the Data Source Number value. In this scenario, you must disable the incorrect source instance and register a new source instance.

Data Server Details window

If a PeopleSoft or Fusion Applications source instance is selected in the Source Systems tab, the Data Server Details window appears below. The Data Server Details window is read-only.

Actions menu

The Actions menu contains the following options:

  • Register

    Select Register to display the Register Source dialog where you can register a new source instance. You can also access this dialog by clicking the Add icon. The fields in this dialog are the same as the columns described above.

  • Edit

    Select Edit to edit an existing source instance using the Edit dialog. You can also access this dialog by clicking the Edit icon. Note that you can only edit an 'Enabled' source instance.

  • Enable

    Select Enable to enable a source instance. When you register a source instance, it is enabled by default. A source instance must be enabled for the setup data associated with that source instance to be available in Oracle BI Applications Configuration Manager.

  • Disable

    Select Disable to disable a source instance.


D.2 Define Business Intelligence Applications Instance: Target Warehouse Tab

The Target Warehouse tab on the Define Business Intelligence Applications Instance page enables you to view and edit Oracle Business Analytics Warehouse information and ODI connection details, as described in the table below.

Note that an Oracle BI Applications instance is an Oracle BI Applications environment consisting of one Oracle Business Analytics Warehouse and one or more source instances.

Element Description

Name

The name of the Oracle Business Analytics Warehouse.

Product Line Version

The product version used to verify the Oracle BI Applications version that is deployed.

Description

Additional user-specified information about the warehouse.

Data Source Number

The data source number for the Business Analytics Warehouse. This value is always 999.

Physical Schema

The name of the Business Analytics Warehouse physical schema. This information is configured in the ODI Repository.

Technology

The database platform connection information for the Business Analytics Warehouse, which is configured in the ODI Repository.

Connection

The connection to the Business Analytics Warehouse. The JDBC URL is displayed. This information is configured in the ODI Repository.

Edit button

Click Edit to display the Edit Business Analytics Warehouse dialog, which enables you to edit the Name and Description fields.


D.3 Define Business Intelligence Applications Instance: Environment Configuration Tab

The Environment Configuration tab displays properties and default values for Configuration Manager and ODI integration. The default values for these properties derive from the installation provisioning process.

Note that an Oracle BI Applications instance is an Oracle BI Applications environment consisting of one Oracle Business Analytics Warehouse and one or more source instances.

D.4 Edit Business Analytics Warehouse Dialog

Use the Edit Business Analytics Warehouse dialog to edit the Name and Description fields.

D.5 Edit Preferred Currency Name Dialog

Use this dialog to edit the Preferred Currency names that are displayed on Oracle Business Intelligence dashboards in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence. You can either use the default currency display names or, if required, you can specify different currency display names.

Element Description

Preferred Currency Code

A read-only code that identifies a preferred currency type.

Preferred Currency Name

The currency label that is displayed in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence. If required, you can change the default values. For example, if your organization prefers to use the term 'Local Currency' instead of 'Ledger Currency', then you would use this field to change the value 'Ledger Currency' to 'Local Currency'.


D.6 Edit Source Dialog

Use the Edit Source dialog to edit the details for the currently selected source instance. In a new Oracle BI Applications installation, you need to register at least one source instance.

The Edit Source dialog has two data entry pages:

Note:

When you save the data you entered in the Edit Source dialog, this data is propagated to the ODI Repository.

D.6.1 Edit Source in Configuration Manager

The Edit Source in Configuration Manager fields are described in the following table.

Element Description

Product Line

This field is read-only. The source instance product line.

Data Source Number

The unique, user-specified number used to identify the source instance.

The Data Source Number value specifies a data source so that the data can be identified in the Oracle Business Analytics Warehouse. Each source instance must have a unique Data Source Number value.

Source Instance Name

The name given by the BI Applications System Administrator to a transactional system that serves as a source of data for BI Applications data load. The source instance is important because functional setup tasks, and setting of values of objects such as parameters and domain maps are performed in relation to a source instance. Each source instance must have a unique data source number.

Description

(Optional) Additional information about the source instance


D.6.2 Edit Source in Oracle Data Integrator Topology

The Edit Source in Oracle Data Integrator Topology page contains the following windows:

D.6.2.1 Oracle Data Integrator Connection Information

The Oracle Data Integrator Connection Information window appears at the top of the page. The information contained in this window is read-only and is passed to Oracle BI Applications Configuration Manager from the ODI Repository. The models specified in this window are the models for which connection information is set in the Provide Context Details and Provide Connection Details windows.

D.6.2.2 Provide Context Details

In the Context drop-down list, you must select Global. The Global value is required because the Oracle BI Applications interfaces are designed to use this value.

D.6.2.3 Provide Connection Details

The Provide Connections Details window contains the following tabs:

D.6.2.3.1 Technology: Oracle

Use this tab to set the transactional database connection details for the model selected in the Oracle Data Integrator Connection Information window.

Element Description

ODI Data Server Name

The ODI Data Server Name for the transactional database.

JDBC Driver

The name of the JDBC driver for the transactional database connection.

It is recommended that you leave the default value.

Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database.

JDBC URL

The JDBC URL for the transactional database connection.

The format for the URL is the following:

jdbc:oracle:thin:@<host>:<port>:<sid>

Database Username

The database username for the transactional database.

Database Password

The password for the transactional database.

Test

Use this button to test the connection to the transactional database.


D.6.2.3.2 Technology: File System

Use this tab to set the file system connection details for the model selected in the Oracle Data Integrator Connection Information window.

In this tab there are columns that are not displayed, which have defaulted values. You do not need to change these values.

Element Description

ODI Data Server Name

The ODI Data Server Name for the file system.

Host Name

The name of the host machine where the file system resides.

Path To File

The directory path of the ETL files that were installed by the Business Analytics Applications Suite installer.

The default location is <Oracle Home for BI>/biapps/etl.

Array Fetch Size

The number of rows requested by ODI on each communication with the data server.

Note: This column may be hidden. To view this column, click View, Columns, Show All.

Batch Update Size

The number of rows in a single INSERT command.

Note: This column may be hidden. To view this column, click View, Columns, Show All.

JDBC Driver

The name of the JDBC driver for the transactional database connection.

It is recommended that you leave the default value.

Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database.

Note: This column may be hidden. To view this column, click View, Columns, Show All.

JDBC URL

The JDBC URL for the transactional database connection.

The format for the URL is the following:

jdbc:oracle:thin:@<host>:<port>:<sid>

Note: This column may be hidden. To view this column, click View, Columns, Show All.


D.7 Manage BI Applications: BI Application Offerings Tab

Use this tab to enable Oracle BI Applications offerings. The offerings you enable are those you have purchased and are deploying. The setup data relating to that offering is made visible in Oracle BI Applications Configuration Manager when you enable the offering.

Element Description

BI Applications Offerings

Use this list to view available Offerings.

Enabled

Use the Enabled check box to enable or disable an offering.


D.8 Manage BI Applications: BI Application Offerings and Associated Sources Tab

Use this tab to enable and disable the sources associated with an Oracle BI Applications offering.

Element Description

BI Applications Offerings and Associated Sources

When you expand the offering in the list, the source instances associated with that offering are displayed.

Enabled

Use the Enabled check box to enable or disable the source instance associated with the offering.


D.9 Manage Preferred Currencies

Use this dialog to view the preferred currency names that are used on Oracle Business Intelligence dashboards in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence. You can edit preferred currency names by clicking the Edit icon. For example, if your organization prefers to use the term 'Local Currency' instead of 'Ledger Currency', you can use this dialog to change the default value 'Ledger Currency' to 'Local Currency.'

Element Description

Preferred Currencies

Use this pane to view the preferred currency names.

To change a preferred currency name, click the Edit icon to display the Edit Preferred Currency Name dialog.


D.10 Manage Warehouse Languages

Use this tab to specify the languages for which data will be loaded into the Business Analytics Warehouse during the ETL process. When you install Oracle BI Applications, the American English Language is enabled by default. You must enable the languages that you want to deploy.

You can also specify a Base Language. The Base Language is used if the ETL process cannot locate data in any one of the enabled languages. For example, if French is an enabled language and American English is the Base Language, there will be two rows, one for each language. If French values are not available, then American English values will be substituted.

Element Description

Manage Business Analytics Warehouse Languages

Use this list to view the available languages, and enable the languages that you want to support.

Use the Installed column to change the default value of 'Disabled' to 'Installed', which enables the selected language.

The other table columns display read-only data.

Set Base Language

Use this option to specify the Base Language, which is marked with a blue dot. You can only specify one Base Language.

American English is the default Base Language. To select a different Base Language, select a record in the table, then click the Set Base Language icon. If the current Base Language record is selected, then this icon is grayed out.


D.11 Register Source Dialog

Use this dialog to register source instances. In a new Oracle BI Applications installation, you need to register and enable at least one source instance.

The Register Source dialog has two data entry pages:

Note:

To propagate connection details to the ODI Repository, you must enter and save information on both the Register Source in Configuration Manager page and the Register Source in Oracle Data Integrator Topology page.

D.11.1 Register Source in Configuration Manager

The Register Source in Configuration Manager fields are described in the following table.

Element Description

Product Line

The source instance product line.

Product Version

The version number of the source instance product line

Source Instance Name

The name given by the BI Applications System Administrator to a transactional system that serves as a source of data for BI Applications data load. The source instance is important because functional setup tasks, and setting of values of objects such as parameters and domain maps are performed in relation to a source instance. Each source instance must have a unique data source number.

Description

(Optional) Additional information about the source instance

Data Source Number

The unique, user-specified number used to identify the source instance.

The Data Source Number value specifies a data source so that the data can be identified in the Oracle Business Analytics Warehouse. Each source instance must have a unique Data Source Number value.


D.11.2 Register Source in Oracle Data Integrator Topology

The Register Source in Oracle Data Integrator Topology page contains the following windows:

D.11.2.1 Oracle Data Integrator Connection Information

The Oracle Data Integrator Connection Information window appears at the top of the page. The information contained in this window is read-only and is passed to Oracle BI Applications Configuration Manager from the ODI Repository, based on the specified product line version.

D.11.2.2 Provide Context Details

In the Context drop-down list, you must select Global. The Global value is required because the Oracle BI Applications interfaces are designed to use this value.

D.11.2.3 Provide Connection Details

The Provide Connections Details window contains the following tabs:

D.11.2.3.1 Technology: Oracle

Use this tab to set the transactional database connection details for the model selected in the Oracle Data Integrator Connection Information window.

Element Description

ODI Data Server Name

The ODI Data Server Name for the transactional database.

JDBC Driver

The JDBC driver for the transactional database connection.

Leave the default value.

Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database.

JDBC URL

The JDBC URL for the transactional database connection.

The format for the URL is the following:

jdbc:oracle:thin:@<host>:<port>:<sid>

Database Username

The database username for the transactional database.

Database Password

The password for the transactional database.

Test

Use this button to test the connection to the transactional database.


D.11.2.3.2 Technology: File System

Use this tab to set the file system connection details for the model selected in the Oracle Data Integrator Connection Information window.

In this tab there are columns that are not displayed, which have defaulted values. You do not need to change these values.

Element Description

ODI Data Server Name

The ODI Data Server Name for the file system.

Host Name

The name of the host machine where the file system resides.

Path To File

The directory path of the ETL files that were installed by the Business Analytics Applications Suite installer.

The default location is <Oracle Home for BI>/biapps/etl.

Array Fetch Size

The number of rows requested by ODI on each communication with the data server.

Note: This column may be hidden. To view this column, click View, Columns, Show All.

Batch Update Size

The number of rows in a single INSERT command.

Note: This column may be hidden. To view this column, click View, Columns, Show All.

JDBC Driver

The name of the JDBC driver for the transactional database connection.

It is recommended that you leave the default value.

Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database.

Note: This column may be hidden. To view this column, click View, Columns, Show All.

JDBC URL

The JDBC URL for the transactional database connection.

The format for the URL is the following:

jdbc:oracle:thin:@<host>:<port>:<sid>

Note: This column may be hidden. To view this column, click View, Columns, Show All.