Oracle® Business Intelligence Applications Installation and Configuration Guide

What's New in This Release

Back to top

Overview of Oracle Business Intelligence Product Licensing

Oracle Business Intelligence Product Licensing

Back to top

Overview of Oracle Business Analytics Warehouse

Oracle Business Analytics Warehouse Overview

Oracle Business Analytics Warehouse Architecture

Oracle Business Analytics Warehouse Architecture Components

Back to top

Preinstallation and Predeployment Considerations for Oracle BI Applications

Oracle Business Analytics Warehouse Deployment Configuration

Operating System, Driver, and Connectivity Requirements for Oracle Business Analytics Warehouse

General Guidelines for Setting Up Oracle Business Analytics Warehouse

IBM DB2 UDB-Specific Database Guidelines for Oracle Business Analytics Warehouse

IBM DB2 UDB zOS and OS/390 and Z/os-Specific Database Guidelines for Oracle Business Analytics Warehouse

Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse

Additional Suggestions for Optimizing Oracle Performance in Oracle Business Analytics Warehouse

SQL Server-Specific Database Guidelines for Oracle Business Analytics Warehouse

Teradata-Specific Database Guidelines for Oracle Business Analytics Warehouse

General Guidelines for Teradata Deployments

Best Practices For Teradata Deployments

Deploying Oracle Business Analytics Warehouse in Latin-1 General, Unicode and Non-English Environments

Code Page Overview

Source and Data Warehouse Code Pages for Latin-1 General (7-bit ASCII) to Latin-1 General (7-bit ASCII)

Source and Data Warehouse Code Pages for Latin-1 General (8-bit ASCII) to Latin-1 General (8-bit ASCII)

Source and Data Warehouse Code Pages for Unicode to Unicode

Source and Data Warehouse Code Pages for Code Page to Unicode

Source and Data Warehouse Code Pages for Code Page to Code Page

Setting the NLS_LANG Environment Variable for Oracle Databases

Setting the DB2CODEPAGE Environment Variable for DB2 Databases

Miscellaneous Information About Oracle Business Intelligence Applications Deployments

Preconfigured Mapping for the SA System Subject Area

Using Initialization Blocks

Performance Improvements for Change Capture for Incremental ETL Run

Back to top

Installing and Configuring Oracle BI Applications on Windows

Installation and Configuration Process Task List for Windows

Installing the Java SDK

Running the Oracle Business Intelligence Applications Installation Wizard (Windows)

Running the Informatica PowerCenter Installation Wizard (Windows)

Setting Up the Informatica Server and Informatica Repository Server

Process Of Setting Up The Informatica Server

Process Of Setting Up The Informatica Repository Server

Process of Copying Source Files and Lookup Files

Process of Starting the Informatica Services

Process of Creating ODBC Database Connections

Setting Environment Variables on Windows

Installing the Informatica Patch for Teradata

Setting Informatica Data Code Pages Validation

Process of Copying Hibernate Libraries

Configuring the DAC Client

Process of Configuring the DAC Config.bat File

Installing JDBC Drivers for DAC Database Connectivity

Creating the Required Databases

Creating the DAC Metadata Repository

Configuring the DAC Metadata Repository

Setting Up DAC System Properties

Specifying Transactional and Data Warehouse Data Sources in the DAC

Configuring Email Recipients in the DAC Client

Activating Join Indices for Teradata Databases

Configuring the Oracle Business Analytics Warehouse Database

Process of Creating the SSE Role

Process of Creating Data Warehouse Tables

Process of Creating Data Warehouse Tables on a Teradata Database

Registering Informatica Servers in the DAC Client

Process of Configuring and Managing the Informatica Repository

Process of Registering the Informatica Repository Server

Process of Loading the Pre-Built Repository Into Informatica

Process of Configuring the Informatica Repository in Workflow Manager

Process of Stopping and Starting the Informatica Repository (Optional)

Process of Backing Up and Restoring the Informatica Repository (Optional)

Setting the Code Page File Property for Unicode Environments on Teradata Databases

Setting Up the HOSTS File for Teradata Installations on Windows

Verifying the Informatica Repository Configuration

Setting Up The Time Dimension

Process of Setting Up The Fiscal Calendar

Configuring the DAC Server

Process of Configuring the Connection Between the DAC Server and DAC Repository

Process of Configuring Email in the DAC Server (Optional)

Process of Setting DAC Source System Parameters

Process of Starting the DAC Server

Starting the Informatica Server

Updating Siebel Transactional Database Schema Definitions

Process of Applying Siebel (CRM) and Oracle E-Business Suite Schema Changes For Oracle, DB2/UDB, MSSQL

Process of Applying CRM Schema Changes For DB2 on 390 or z/os

Process of Verifying the Siebel (CRM) and Oracle E-Business Suite Schema Changes

About Delete Triggers

Creating Stored Procedures for DB2-UDB

Teradata-Specific Installation and Configuration Checklist (Windows)

Back to top

Installing and Configuring Oracle BI Applications on UNIX

Overview of Installing and Configuring Oracle BI Applications on UNIX

Installation and Configuration Process Task List for UNIX

Installing Oracle BI Applications on UNIX

Installing and Configuring the Informatica Repository Server on UNIX

Installing and Configuring the Informatica Server on UNIX

Updating the Informatica License Files on UNIX

Installing the Informatica Patch on UNIX

Creating Database Connections for Teradata Installations

Setting Environment Variables for the Informatica Server on UNIX

Setting Up the HOSTS File for Teradata Installations on UNIX

Starting the Informatica Repository Server on UNIX

Stopping the Informatica Repository Server on UNIX

Configuring the DAC Server on UNIX

Starting the Informatica Server on UNIX

Stopping the Informatica Server on UNIX

Starting the DAC Server on UNIX

Stopping the DAC Server on UNIX

Teradata-Specific Installation and Configuration Checklist for UNIX

Back to top

Customizing the Oracle Business Analytics Warehouse

Oracle Business Analytics Warehouse Customization Scenarios

Type I Customizations: Adding Columns to Existing Fact or Dimension Tables

About Extending Mappings

Impact of Customization on Upgrade

Typical Steps to Extend Mappings in the Oracle Business Analytics Warehouse

Scenario for Extending the Oracle Business Analytics Warehouse

Other Types of Customizations Requiring Special Handling

Modifying Type II SCD Triggers

Adding Dimensions to Existing Facts

Adding Date Dimensions to Existing Facts

Adding Currencies to an Existing Table

Type II Customizations: Adding Additional Tables

About Creating New Dimension or Fact Tables

Using Custom Folders in the Oracle Business Analytics Warehouse

Creating Custom Informatica Workflows

Important Notes About Customizing the Oracle Business Analytics Warehouse

Including a Source Table for Change Capture Process

Adding a New Dimension in the Oracle Business Analytics Warehouse

Adding a New Fact Table in the Oracle Business Analytics Warehouse

Adding a New Dimension Table for a New Fact Table in the Oracle Business Analytics Warehouse

Type III Customizations: Adding New Data as a Whole Row into a Standard Dimension Table

Back to top

Configuring the Oracle BI Repository for Oracle Business Analytics Warehouse

Modifying the Oracle BI Repository for Siebel version 6.3 and version 7.5 applications

Configuring the Oracle BI Repository Connections

Setting up Date Specific Metrics

Setting Up Additional Time Series Metrics for Oracle Business Analytics Warehouse

Setting Up Additional Dimension Tables for Oracle Business Analytics Warehouse

About Oracle BI Repository Variables

Presentation Services Configuration Variables

About User Authentication

About the Security or Visibility Configuration

About the Group Variable

About the Period Ago Keys for Oracle Business Analytics Warehouse

About Configuring Usage Tracking for Oracle Business Analytics Warehouse

About the Incremental Deployment of the Oracle BI Applications Repository

Back to top

Configuring Common Components of the Oracle Business Analytics Warehouse

Configuring Extracts

Extracting Additional Data

Setting Up the Delimiter for Source Files

Configuring a Source Adapter Mapplet

Configuring Loads

Filtering and Deleting Records

About Primary Extract and Delete Mappings Process

About Working with Primary Extract and Delete Mappings

Configuring Slowly Changing Dimensions

About Identifying Historically Significant Attributes

Type I and Type II Slowly Changing Dimensions

About Document, Local, and Global Currencies

Process for Configuring Currencies

Extracting Exchange Rates from a Custom Table

Configuring Global Currencies and Exchange Rate Types

Handling European Monetary Union (EMU) Currencies

Using the Flat File to Supply EMU Exchange Rates

About the EXP_CURR_CONVERSION_TRANSFORM Expression Transformation to Supply EMU Exchange Rates

About Stored Lookups

Codes Lookup

Configuring Extension Column Code Description Lookups

About Resolving Dimension Keys

Resolving the Dimension Key Using Lookup

About Domain Values

About the Domain Value Conversion Process

About the Importance of Domain Values

About Extending the Domain Value Set

Configuring the Domain Value Set with CSV Worksheet Files

Configuring the Domain Value Set Using PowerCenter Designer

Configuring Conformed Dimensions

Configuring Conformed Dimensions for Universal Source

Back to top

Configuring Oracle Business Analytics Warehouse for Oracle

Configuring the Group Currency Code for Oracle 11i

About Adding Oracle Flex Fields to the Data Model

Mapping Source Customer Hierarchies to the Customers Dimension Table

Configuring Product Categories

Modifying the DATASOURCE_NUM_ID

Modifying the Last Extract Date

Back to top

Checklist for Configuring Oracle Business Analytics Warehouse Applications

Checklist for Initializing Oracle Business Analytics Warehouse

Checklist for Configuring Oracle BI Applications Consumer

Checklist for Configuring Oracle BI Applications Consumer

Checklist for Configuring Oracle Workforce Analytics

Checklist for Configuring Oracle Financial Analytics

Checklist for Configuring Supply Chain Analytics

Checklist for Configuring Supply Chain Analytics for Oracle 11i

Checklist for Configuring Supply Chain Analytics for Universal Source

Checklist for Configuring Supply Chain Analytics for Post-Load Processing

Back to top

Configuring Oracle BI Applications Consumer

Overview of Oracle Contact Center Telephony Analytics

About the Dimension Key Resolution Process for Universal Source

Loading the Dimension Table

Loading the Fact Table

About Configuring the Event Type Columns

About Configuring The Contact Reason Column

About Configuring Contact Status Type Column

Setting Up the Representative Activities Table

Setting Up the Contact Center Performance Table

Setting Up the Benchmarks and Targets Table

Logical Delete of Records From Fact Tables

Configuring Dates and Times

Configuring Flags for Oracle BI Applications Consumer

Excluding Representative Data for Post-Load Processing

Configuring Alternate Load Plan to Enable Direct Load to the Entry-Level Rep Activity Aggregates

Configuring Alternate Load Plan to Enable Direct Load to the Entry-Level Contact Performance Aggregates

Formation of Integration_Id of the Enterprise Contact Center Facts in the Warehouse

Setting Up the IVR Menu and IVR Navigation Profile Tables

Viewing Duration Metrics in hh:mi:ss Format in Oracle BI Answers

Back to top

Configuring Oracle's Supply Chain Analytics family of products

Overview of Oracle's Supply Chain Analytics family of products

Process of Configuring Supply Chain Analytics for Oracle 11i

Deploying Stored Procedures

Configuring the Bill of Materials Explosion for Oracle 11.5.9 and above version

Configuring the Bill of Materials Explosion Options

Configuring the Left Bound and Right Bound Calculation Option

Configuring Quantity Types for Product Transactions

About Configuring the Handling of Currency Types

Configuring the Country Region and State Region Name

Configuring the State Name

Configuring the Country Name

Configuring the Make-Buy Indicator

Extracting Particular Purchase Order Records

Configuring the DAC parameter for Purchase Cycle Line

Process of Aggregating Supply Chain Analytics Tables

About Configuring the Inventory Monthly Balance Table

Configuring the Inventory Monthly Balance Table

About Configuring the Product Transaction Aggregate Table

Configuring the Product Transaction Aggregate Table

About Configuring Supply Chain Analytics for Universal Source

Process of Configuring Supply Chain Analytics for a Universal Source

Configuring the Preferred Merchant Flag

Configuring the Customer Billable Indicator

Configuring the Receipts Indicator

Configuring Expense Payment Types

Configuring the Default Expense Distribution Percentage

Configuring Lookup Dates for Currency Conversion

About Configuring the Purchase Receipts Aggregate Table

Configuring the Purchase Receipts Aggregate Table

About Configuring the Purchase Cycle Lines Aggregate Table

Configuring the Purchase Cycle Lines Aggregate Table

Domain Values and CSV Worksheet Files for Supply Chain Analytics

Back to top

Configuring Oracle Financial Analytics

Overview of Oracle Financial Analytics

Process of Configuring Oracle Financial Analytics for Oracle 11i

About the Name of the Oracle 11i Folder in Informatica

Extracting Data Posted at the Detail-Level for Oracle 11i

Configuring How GL Balances Is Populated

Configuring the AP/AR Aging Tables

Mapping Oracle General Ledger and Profitability Analytics Account Numbers to Group Account Numbers

Configuring Oracle General Ledger and Profitability Analytics Transaction Extracts

Configuring General Ledger Cost Of Goods Extract

Configuring the General Ledger Account Hierarchies

Configuring General Ledger Account Hierarchies Using General Ledger Accounting Flexfield value sets definitions

Configuring General Ledger Account Hierarchies Using Financial Statement Generator (FSG) Report Definition

Configuring the General Ledger Balance ID

Configuring AP Balance ID for Oracle Payables Analytics

Configuring AR Balance ID for Oracle Receivables Analytics and Oracle General Ledger and Profitability Analytics

Configuring the AR Adjustments Extract for Oracle Receivables Analytics

Configuring the AR Schedules Extract

Configuring the AR Cash Receipt Application Extract for Oracle Receivables Analytics

Configuring the AR Credit-Memo Application Extract for Oracle's Siebel Receivables Analytics

About the Customer Costs Lines and Product Costs Lines Tables for Oracle's Siebel Profitability Analytics

Configuring the Customer Costs Lines and Product Costs Lines Tables for Oracle's Siebel Profitability Analytics

About PeopleSoft Trees in Oracle Financial Analytics

Back to top

Configuring Oracle Order Management and Fulfillment Analytics Option

Overview of Oracle Order Management and Fulfillment Analytics Option

Process of Configuring Oracle Order Management and Fulfillment Analytics Option for Oracle 11i

Configuring Sales Order Lines Data Storage

About Tracking Attribute Changes in Bookings

Tracking Multiple Attribute Changes in Bookings

Configuring Sales Schedule Lines Data Storage

Configuring Early and Late Tolerances for Shipments

Configuring Sales Invoice Lines Data Storage

Configuring Different Types of Backlog Calculations

Accounting for Negative Values in Orders, Invoices, and Picks

Process of Configuring the Order Lines Execution Plan and OTB ETL

Process of Aggregating Oracle Order Management and Fulfillment Analytics Option Tables

About Configuring the Sales Invoice Lines Aggregate Table

Configuring the Sales Invoice Lines Aggregate Table

About Configuring the Sales Order Lines Aggregate Table

Configuring the Sales Order Lines Aggregate Table

About Tracking Multiple Products for Oracle Order Management and Fulfillment Analytics Option

Adding Dates to the Order Cycle Time Table for Post-Load Processing

About Configuring the Backlog Period Date for Oracle Order Management and Fulfillment Analytics Option

Configuring the Backlog Period Date for Oracle Order Management and Fulfillment Analytics Option

About the Grain at Which Currency Amounts and Quantities Are Stored

About the Sales Order Dates

Domain Values and CSV Worksheet Files for Oracle Order Management and Fulfillment Analytics Option

Configuring Supply Chain Analytics for Oracle Order Management and Fulfillment Analytics Option

Configuring Oracle's Siebel Financial Analytics for Oracle Order Management and Fulfillment Analytics Option

Back to top

Configuring Oracle Workforce Analytics

Overview of Oracle Workforce Analytics

About Configuring Workforce Operations for Oracle 11i

Process of Configuring Workforce Operations for Oracle 11i

Configuring the Employees Dimension for U.S. Statutory Compliance

Configuring Sex Codes

Configuring Sex Descriptions

Configuring the Jobs Dimension for U.S. Statutory Compliance

Configuring Address Types for Workforce Profile

Configuring Phone Types for Workforce Profile

Process of Configuring Workforce Payroll for Oracle 11i

Modifying the Workforce Payroll Filters

Improving ETL Performance for Workforce Payroll

About Aggregating the Payroll Table for Oracle Workforce Analytics

Aggregating the Payroll Table for Oracle Workforce Analytics

Domain Values and CSV Worksheet Files for Oracle Workforce Analytics

Configuring Domain Values and CSV Worksheet Files for Oracle Workforce Analytics

Back to top

Using Oracle Business Analytics Warehouse Exception Reports With Siebel CRM Sources

Understanding Oracle Business Analytics Warehouse Exceptions

Executing Oracle Business Analytics Warehouse Exception Reports

Back to top

Troubleshooting Oracle Business Intelligence Applications

Oracle Business Analytics Warehouse Installation and Initial Configuration Issues

Informatica and Loading Issues

Unicode Issues with Informatica and the Oracle Business Analytics Warehouse

UNIX Installation Issues with the Oracle Business Analytics Warehouse

Oracle Business Analytics Warehouse Upgrade Issues

Oracle BI Interactive Dashboard Issues

Back to top

Installing the Usage Accelerator Application

Usage Accelerator Application Integration with Siebel 7.5.3 CRM Application

Usage Accelerator-Analytics Adapter Files

Back to top

Localizing Oracle Business Intelligence Deployments

Process of Maintaining Translation Tables for Oracle BI

Upgrading Oracle Business Intelligence Seed Data for Non-English Locales

Externalizing Metadata Strings

Adding Custom Translations to the W_LOCALIZED_STRING_G Table

About Translating Presentation Services Strings

About Installing Oracle Business Intelligence Localization Packs

Changing the Default Currency in Analytics Applications

Back to top

Integrating Interactive Dashboards and Operational Applications Data

Importing Oracle's Siebel Industry Applications Seed Data

Completing the Initialization in the Siebel Operational Application

Updating the Siebel Operational Application

Reapplying Customized Style Sheets

Process of Configuring Oracle Business Intelligence with Oracle's Siebel Web Extension (SWE)

Creating a Virtual IP Address for the SWE and Oracle BI Presentation Services

Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWE

Process of Configuring Oracle BI Action Links

Testing Action Links

Process of Integrating Analytics and Oracle's Siebel Operational Applications

Accessing Optional Analytics Applications

Configuring the Browser Settings for Operational Applications

Process of Customizing Oracle BI Application Home Page and Dashboards

Customizing Oracle BI Content on the Siebel Operational Application Home Page

Determining the Oracle BI Report Path Argument

Adding Views for Custom Oracle BI Interactive Dashboards

Verifying NQHOST Setup for Pharma Disconnected Analytics Client

Integrating the Pharma Application Home Page with the Pharma Disconnected Analytics Client

Importing Pharma Application Target Lists to the Pharma Disconnected Analytics Client

Viewing Information About Preconfigured Dashboards

Back to top

Integrated Security for Oracle BI Applications

Types of Security in Oracle BI

Data-Level Security in CRM Analytics Applications

Implementing Data-Level Security in the Oracle BI Repository

Initialization Blocks and Security-Related Information in Oracle BI

Filters for Oracle BI Security Groups

Configuring Oracle BI Repository Table Joins for Security

Responsibilities and Data-Level Visibility in Sales Analytics Applications

Changing the Security Group from Position-Based to Organization-Based in Oracle BI

Metadata Object-Level Security in Oracle BI Applications

Oracle Partner Analytics Security Settings

Consumer Sector Analytics Security Settings

Communications, Media, and Energy (CME) Analytics Security Settings

Financial Services Analytics Security Settings

Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics Security Settings

Usage Accelerator Analytics Security Settings

Implementing Security With Oracle EBS

Background

About Unit-Based Security With Oracle EBS

About the Relationship Between Object Security and Data Security

Initialization Blocks

Back to top

Configuring Metadata for Analytics Applications

What Are Oracle's Siebel Operational Applications?

Updating Finance Analytics Logical Table Sources

Externalizing Financial Services Metadata Translation Strings

Disabling the Finance Analytics Logical Table Sources

Developing and Deploying Predictive Scores

Analytics Metadata Requirements for Oracle's Siebel Industry Applications

Oracle's Siebel Consumer Sector Dashboards and Pages

Oracle's Siebel Consumer Sector Data Requirements

Oracle's CME family of products (Oracle Communications, Media and Energy Sales Analytics,

Oracle's Siebel CME Dashboards and Pages

Oracle's Siebel CME Data Requirements

Oracle Pharma Sales Analytics Dimensions

Dimensions Specific to Subject Areas in Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics

Back to top

Oracle Business Analytics Warehouse for Life Sciences Data Considerations

What's New for Pharma Analytics in Version 7.9

Oracle Business Analytics Warehouse for Life Sciences Overview

Importing Syndicated Data into Oracle Business Analytics Warehouse

Syndicated Loading Definitions

Data Types Supported in the Oracle Business Analytics Warehouse

Loading Syndicated Data into the Oracle Business Analytics Warehouse

Syndicated Data Flat File Formats

Life Sciences Data Loading Issues with Oracle Business Analytics Warehouse

Incremental Updates in the Oracle Business Analytics Warehouse LS Dimension Tables

Back to top

Pharma Disconnected Analytics Administration - Supplemental Information

About Pharma Disconnected Analytics

Sourcing Reports for Oracle's Pharma Disconnected Analytics

Back to top