Defining Load Plans

Define load plan properties in Configuration Manager, including selecting a data source and one or more fact groups. This selection determines which steps you must perform during the ETL process.

To define a load plan:
  1. In the Tasks pane of Configuration Manager, select Manage Load Plans under Load Plans Administration.
  2. In the Load Plans toolbar, click the Add icon.

    The Define Load Plan page is displayed.

  3. On the first page of the Define Load Plan series, specify the following information:
    Field Description

    Name

    Enter a unique name for the load plan.

    Description

    (Optional) Enter additional information about the load plan.

    Load Plan Type

    Select a load plan type. The possible values are the following:

    • Source Extract (SDE) - Includes only those tasks that extract from the source and load data into staging tables.

    • Source Extract and Load (SDE, SIL and PLP) - Includes all tasks to extract from the source and load the data warehouse tables.

    • Warehouse Load (SIL and PLP) - Includes only those tasks that extract from the staging tables and load the data warehouse tables.

      Note that it might be useful to generate separate source-specific and data warehouse-specific load plans. By decoupling the load plans, this allows scheduling a source-specific load plan to run during hours when most users are not using the source system and scheduling a separate load of the data warehouse when most users are not using the data warehouse.

    • Domain-only Extract and Load (SDE and SIL) - Includes all tasks required to extract domain-related records from the source and load the data into the domain-related tables in the Oracle Business Analytics Warehouse. Note that domains are used extensively in Configuration Manager and you must configure properties before executing a regular load plan. These properties depend on the domain values found in the transactional database.

    Source Instances

    Select the data sources from which the fact groups are selected.
  4. Click Next.

    The second page of the Define Load Plan series is displayed.

  5. In the Available Selections tab, select the fact groups you want to include in the load plan definition.

    Note:

    Fact groups might belong to a hierarchy of fact groups. You can select only the top level parent fact group and not a child fact group.

    A load plan must contain at least one fact group; multiple fact groups might be selected from one or more data sources.

  6. Click Save.

    • Click Save to save the load plan. After a load plan is saved, it is displayed in the Load Plans master list.

    • Click Save and Generate Load Plan to save the load plan and immediately generate it.