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Oracle® Business Intelligence Applications Installation Guide for Informatica PowerCenter Users
Version 7.9.6
Part Number E14217-01
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Contents
List of Figures
List of Tables
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 Setting Up Oracle BI Applications
2.5
Using Oracle BI Repository Documentation
Part II Installation and Set Up Steps for Oracle BI Applications
3
Preinstallation and Predeployment 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
LEFT OUTER JOIN Issue
3.5.3.2
Additional Statistics Required
3.6
Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
3.7
Additional Suggestions for Optimizing Oracle Performance in Oracle Business Analytics Warehouse
3.8
Miscellaneous Information About Oracle BI Applications Deployments
3.8.1
Preconfigured Mapping for the SA System Subject Area
3.8.2
Using Initialization Blocks
3.8.3
Creating Custom Indexes in Siebel Source Databases for Incremental Load Performance
3.8.3.1
An Example of Change Capture SQL and Required Indexes
3.8.4
Creating Custom Indexes in Oracle EBS Source Database for Incremental Load Performance
3.8.4.1
Creating Indexes for Category 1 Tables
3.8.4.2
Creating Indexes for Category 2 Tables
3.8.4.3
Creating Indexes for Implementing Human Resources Performance Change Capture
3.8.5
Creating Custom Indexes in PeopleSoft Source Database for Incremental Load Performance
3.8.5.1
Incremental Processing for PeopleSoft
3.8.6
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
4.2
High-Level Installation and Configuration Task List
4.3
Mandatory Requirements
4.3.1
Oracle Business Intelligence Infrastructure Requirements
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
Running the Oracle BI Applications Installer on Windows
4.6
Installing 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
4.7
Restoring the Prebuilt Informatica Repository
4.7.1
Restoring the Prebuilt Informatica Repository for Environments in English
4.7.2
Restoring the Prebuilt Informatica Repository on a Non-English Operating System
4.8
Configuring Informatica PowerCenter Components
4.8.1
Copying Source Files and Lookup Files
4.8.2
Setting PowerCenter Integration Services Relaxed Code Page Validation
4.8.3
Setting PowerCenter Integration Services Custom Properties
4.8.4
Creating the Repository Administrator User in the Native Security Domain
4.9
Installing the DAC Platform
4.9.1
Installing DAC Using the DAC Installer
4.9.2
Installing the DAC Server on UNIX
4.9.3
Installing JDBC Drivers for DAC Database Connectivity
4.9.4
Creating ODBC Database Connections for the DAC Client
4.9.4.1
How to Create ODBC Connections for DB2 Databases
4.9.4.2
How to Create ODBC Connections for Oracle Databases
4.9.4.3
How to Create ODBC Connections for SQL Server Databases
4.9.4.4
How to Create ODBC Connections for Teradata Databases
4.10
Installing DAC Metadata Files
4.11
Logging into DAC for the First Time and Importing Metadata into the DAC Repository
4.11.1
Logging into DAC
4.11.2
Importing Metadata into the DAC Repository
4.12
Creating the Oracle Business Analytics Warehouse Tables
4.12.1
Creating Data Warehouse Tables
4.12.2
Creating Data Warehouse Tables on a Teradata Database
4.13
Configuring the DAC Server
4.13.1
Configuring the Connection Between the DAC Server and DAC Repository
4.13.1.1
How to Configure the DAC Server Repository Connection Using the DAC Client (Windows)
4.13.1.2
How to Configure the DAC Server Repository Connection Using serverSetupPrompt Scripts (Windows, UNIX or Linux)
4.13.2
About DAC Server Communication with Informatica PowerCenter
4.13.3
Configuring Communication between the DAC Server on UNIX and Informatica
4.13.4
Starting the DAC Server
4.13.5
Activating Join Indexes for Teradata Databases
4.14
Configuring DAC Integration Settings
4.14.1
Setting DAC System Properties
4.14.2
Registering Informatica Services in DAC
4.14.3
Setting Physical Data Sources
4.14.3.1
Specifying a Data Source Connection for JD Edwards EnterpriseOne Hosted on a DB2 Database
4.15
Configuring Relational Connections in Informatica Workflow Manager
4.15.1
Logging Into Informatica PowerCenter Workflow Manager
4.15.2
Configuring Relational Connections in Informatica PowerCenter Workflow Manager
4.15.2.1
How to Configure Relational Connections
4.15.2.2
(Teradata specific) How to Configure the Informatica Repository for Teradata External Loader Connections
4.16
Configuring the SiebelUnicodeDB Custom Property
4.17
Setting Up DAC to Receive Email Notification
4.17.1
Configuring Email Recipients in DAC
4.17.2
Configuring Email in the DAC Server
4.18
Additional Configuration Tasks
4.18.1
Setting DAC Source System Parameters
4.18.2
Creating Stored Procedures for DB2-UDB
4.18.2.1
How to Verify the Existence of Stored Procedures
4.18.2.2
How to Create DB2 Stored Procedures
4.18.3
Siebel-Specific Configuration Tasks
4.18.3.1
Migrating Seed Data from a Siebel Source System to the Oracle BI Repository
4.18.3.2
Updating Siebel Transactional Database Schema Definitions
4.18.4
Teradata-Specific Configuration Tasks
4.18.4.1
Setting Up the Code Page File Property for Unicode Environments on Teradata Databases
4.18.4.2
Setting Up the HOSTS File for Teradata Installations on Windows
4.18.4.3
Setting Up the HOSTS File for Teradata Installations on UNIX
4.18.4.4
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 Install Informatica pmcmd and pmrep Command Line Programs
A.5.2
How to Define the Informatica Domains File Path in the DAC Client Environment Variables
A.5.3
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 PowerCenter Administration Console
B
Configuring Universal Adapter for CRM Analytics
B.1
What is Universal Adapter for CRM Analytics?
B.2
Data Format Requirements
B.3
About the Sample Source Files Provided
B.4
How to Create Data Files for Universal Adapter for CRM Analytics
B.5
List of Sample Source Files for Universal Adapter for CRM Analytics
B.5.1
List of Source Files for Seed Data and Common Dimensions
B.5.2
List of Source Files for Specific Subject Areas
C
Localizing Oracle Business Intelligence Deployments
C.1
Process of Maintaining Translation Tables for Oracle BI
C.1.1
Upgrading Oracle Business Intelligence Seed Data for Non-English Locales
C.1.1.1
Importing Locale Seed Data Into The Translation Table (W_LOCALIZED_STRING_G)
C.1.2
Externalizing Customer Metadata Strings
C.1.3
Adding Custom Translations to the W_LOCALIZED_STRING_G Table
C.1.3.1
Adding String Translations for Analytics Metadata
C.2
About Translating Presentation Services Strings
C.3
Changing the Default Currency in Analytics Applications
D
Integrating Interactive Dashboards and Operational Applications Data
D.1
Importing Oracle's Siebel Industry Applications Seed Data
D.2
Completing the Initialization in the Siebel Operational Application
D.2.1
Updating the Siebel Operational Application
D.2.2
Reapplying Customized Style Sheets
D.2.3
How to Configure Oracle Business Intelligence with Oracle's Siebel Web Extension (SWE)
D.2.4
Creating a Virtual IP Address for the SWE and Oracle BI Presentation Services
D.2.5
Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWE
D.2.6
How to Configure Oracle BI Action Links
D.2.7
Testing Action Links
D.2.8
Process of Integrating Analytics and Oracle's Siebel Operational Applications
D.2.9
Accessing Optional Analytics Applications
D.2.10
Configuring the Browser Settings for Operational Applications
D.2.11
Process of Customizing Oracle BI Application Home Page and Dashboards
D.2.12
Customizing Oracle BI Content on the Siebel Operational Application Home Page
D.2.13
Determining the Oracle BI Report Path Argument
D.2.14
Adding Views for Custom Oracle BI Interactive Dashboards
D.2.15
Verifying NQHOST Setup for Pharma Disconnected Analytics Client
D.2.16
Integrating the Pharma Application Home Page with the Pharma Disconnected Analytics Client
D.2.17
Importing Pharma Application Target Lists to the Pharma Disconnected Analytics Client
D.3
Viewing Information About Preconfigured Dashboards
D.3.1
Exposing Dashboards and Requests
D.3.2
Locating Dashboard and Page Names
E
Configuring Metadata for Oracle Business Intelligence Applications
E.1
Metadata Setup Steps for Siebel CRM Sources
E.1.1
Updating Oracle Financial Services Analytics Logical Table Sources
E.1.2
Developing and Deploying Predictive Scores
E.1.3
Business Intelligence Metadata Requirements for Oracle's Siebel Industry Applications
E.1.3.1
Oracle Telecom Sales Analytics, Telecom Service Analytics and Telecom Marketing Analytics
E.1.3.2
Oracle Pharma Sales Analytics Dimensions
E.1.3.3
Dimensions Specific to Subject Areas in Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics
F
Pharma Disconnected Analytics Administration - Supplemental Information
F.1
About Pharma Disconnected Analytics
F.2
Sourcing Reports for Oracle's Pharma Disconnected Analytics
G
Using Oracle Business Analytics Warehouse Exception Reports
G.1
Understanding Oracle Business Analytics Warehouse Exceptions
G.1.1
List of Values Exceptions
G.1.2
Cost List Exceptions
G.1.3
Products Without a Cost List
G.1.4
Exchange Rate Exceptions
G.1.5
Invalid Hierarchy Exceptions
G.1.6
Circular Hierarchy Exceptions
G.2
Executing Oracle Business Analytics Warehouse Exception Reports
G.2.1
Cleansing Data
G.2.2
Using the List of Values View
G.2.3
Using the Exchange Rates View
G.2.4
Using the Cost List View
G.2.5
Using the ETL History View
G.2.6
Additional Exceptions
H
About the Versioned Informatica Repository
H.1
Summary of Versioning in the Informatica Repository
H.2
Customization of Repository Objects Using Check Out and Check In
Index