Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Getting Started

1 What's New in This Release

• 1.1 What's New In Oracle Business Intelligence Applications Version 7.9.5.2?

2 Overview of Oracle Business Intelligence Applications

• 2.1 What is Oracle Business Intelligence 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, Configuring, and Customizing Oracle Business Intelligence Applications With ODI
• 2.5 Using Oracle BI-EE Repository Documentation

Part II Installation and Setup

3 Pre-installation and Predeployment Requirements for Oracle Business Intelligence Applications

• 3.1 Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
• 3.2 Database Client Connectivity Software Requirements

4 Installing and Setting Up Oracle Business Intelligence Applications

• 4.1 About Oracle Business Intelligence Applications Topologies
• 4.2 Installation and Set up Process Task List
• 4.3 Mandatory Requirements and Pre-installation Tasks
  • 4.3.1 Oracle Business Intelligence Infrastructure Requirements
  • 4.3.2 Code Page and Data Movement Requirements
  • 4.3.3 Pre-installation Tasks
• 4.4 Installing Oracle Business Intelligence Applications and Oracle Data Integrator Software
  • 4.4.1 How to Run the Oracle Business Intelligence Applications Installer (Windows)
  • 4.4.2 Installing Oracle Data Integrator Version 10.1.3.5
• 4.5 Setting Up the Oracle Business Intelligence Applications and ODI Components
  • 4.5.1 (Optional) How to Copy Over Installation Files
  • 4.5.2 How to configure the ODI parameter file
  • 4.5.3 How to start the ODI Agents
  • 4.5.4 How to configure the ODI Repository
  • 4.5.5 How to set up the ODI Topology
  • 4.5.6 How to generate the required ODI Scenarios
  • 4.5.7 How to install the Schema Objects for the Oracle Business Analytics Warehouse
  • 4.5.8 Setting Up Oracle BI Applications Configuration Manager
• 4.6 Miscellaneous and Supporting Tasks
  • 4.6.1 How to verify installation and Set up
  • 4.6.2 Using ODI Designer to Manage Your Environment
  • 4.6.3 Using Oracle BI Applications Configuration Manager
  • 4.6.4 About Resetting the Default Passwords, Schema Names, and ODI Connection Details
  • 4.6.5 How to configure and activate Automated Database Statistics Collection
  • 4.6.6 How to configure and activate Automated Delete Handling
  • 4.6.7 About Data Warehouse Loads
  • 4.6.8 How to reset the Oracle Business Analytics Warehouse for Full Load
  • 4.6.9 How to add partitions to Data Warehouse tables
  • 4.6.10 About deploying ODI across multiple environments
  • 4.6.11 How to run an ODI Agent as a Unix background process
  • 4.6.12 How to uninstall ODI Agent Windows Services
  • 4.6.13 How to Resolve Conflicts in ODI Agent Port Numbers
  • 4.6.14 How to activate or deactivate Flow Control in ODI
  • 4.6.15 List of Log Files
• 4.7 Loading Source Data Using an Execution Plan
  • 4.7.1 How to set up Master Packages to run an Execution Plan
  • 4.7.2 How to perform E-LT Using Oracle BI Applications Configuration Manager
  • 4.7.3 How to perform E-LT Using ODI Designer
  • 4.7.4 Example of Running A Full Load E-LT in Oracle BI Applications Configuration Manager

Part III Configuring Your Analytical Applications

5 Configuring Common Areas and Dimensions

• 5.1 Steps Required Before A Full Load
  • 5.1.1 How to Configure Initial Extract Date
  • 5.1.2 Configuring Global Currencies
  • 5.1.3 How to Configure Fiscal Calendars
  • 5.1.4 Configuring the General Ledger Account Hierarchies
  • 5.1.5 Configuring Product Hierarchy, Master Inventory Organization, and Group Accounts
  • 5.1.6 Configuration Steps for Controlling Your Data Set

6 Configuring Oracle Procurement and Spend Analytics

• 6.1 Overview of Oracle Procurement and Spend Analytics
  • 6.1.1 Oracle Procurement and Spend Analytics Module
  • 6.1.2 Supplier Performance Analytics Module
• 6.2 Configuration Required Before A Full Load for Oracle Procurement and Spend Analytics
  • 6.2.1 How to Deploy Stored Procedures
  • 6.2.2 How to Configure the Parameter for Purchase Cycle Line
  • 6.2.3 Domain Values and CSV Worksheet Files for Oracle Procurement and Spend Analytics
  • 6.2.4 Configuration Steps for Controlling Your Data Set

7 Configuring Oracle Financial Analytics

• 7.1 Overview of Oracle Financial Analytics
• 7.2 Configuration Required Before A Full Load for Financial Analytics
  • 7.2.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Financial Analytics
  • 7.2.2 How to configure domainValues_Xact_Types_DocTypes_ora11i.csv for Oracle General Ledger and Profitability Analytics
  • 7.2.3 How to Specify the Ledger or Set of Books for which GL Data is Extracted
  • 7.2.4 Configuration Steps for Controlling Your Data Set

8 Configuring Oracle Supply Chain and Order Management Analytics

• 8.1 Overview of Oracle Supply Chain and Order Management Analytics
• 8.2 Configuration Required Before A Full Load for Oracle Supply Chain and Order Management Analytics
  • 8.2.1 About Configuring Domain Values and CSV Worksheet Files for Oracle Supply Chain and Order Management Analytics
  • 8.2.2 How to Configure Invoice Type Domain Values
  • 8.2.3 How to Configure Pick Types Domain Values
  • 8.2.4 How to Configure Order Types Domain Values
  • 8.2.5 How to Configure Pick Status Domain Values
  • 8.2.6 How to Configure Invoice Status Domain Values
  • 8.2.7 How to Configure Order Overall Status Domain Values
  • 8.2.8 How to Configure Pay Method Domain Values
  • 8.2.9 To Configure Movement Types Domain Values
  • 8.2.10 How to Configure Quantity Types for Product Transactions
  • 8.2.11 Configuration Steps for Controlling Your Data Set

9 Configuring Oracle Human Resources Analytics

• 9.1 Overview of Oracle Human Resources Analytics
• 9.2 Configuration Required Before A Full Load for Oracle HR Analytics
  • 9.2.1 About Domain Values and CSV Worksheet Files for Oracle HR Analytics
  • 9.2.2 How to Configure the Employee Ethnic Group Codes
  • 9.2.3 How to Configure the Employee Sex Codes
  • 9.2.4 How to Configure Employee Veteran Status Codes
  • 9.2.5 How to Configure the Employment Category Codes
  • 9.2.6 How to Configure Employment Exempt Status
  • 9.2.7 How to Configure Employment Full Time Status
  • 9.2.8 How to Configure Employment Status
  • 9.2.9 How to Configure Event Types
  • 9.2.10 How to Configure HR Active Position Status
  • 9.2.11 How to Configure HR Position Exempt Status
  • 9.2.12 How to Configure Job EEO Category Codes
  • 9.2.13 How to Configure Job FLSA Status Codes
  • 9.2.14 How to Configure Pay Type Group Codes
  • 9.2.15 How to Configure the Pay Type Flag
  • 9.2.16 How to Configure Address Types for HR Profile
  • 9.2.17 How to Configure Phone Types for HR Profile
  • 9.2.18 How to Configure Education Degree Codes for Employee Dimension
  • 9.2.19 About Configuring Key Flexfields
  • 9.2.20 How to Configure the Key Flexfields for the Job Dimension
  • 9.2.21 How to Configure the Key Flexfields for the HR Position Dimension
  • 9.2.22 How to Configure the Key Flexfields for the Pay Grade Dimension
  • 9.2.23 How to Configure multi-segmented Flexfields
  • 9.2.24 How to Configure Flags for the Pay Type Dimension
  • 9.2.25 How to Configure Classification Names for Payroll
  • 9.2.26 Configuration Steps for Controlling Your Data Set

10 Configuring the Oracle Business Intelligence Applications Repository

• 10.1 Configuring the Oracle BI Repository Connections
  • 10.1.1 About The Predefined Connection Pools In The Oracle Business Analytics Warehouse
  • 10.1.2 How to Configure Oracle Business Intelligence Applications Repository Connections
  • 10.1.3 How to Configure Oracle Business Intelligence Applications Repository Variables
• 10.2 Setting up Date Specific Metrics
• 10.3 Setting Up Additional Time Series Metrics for Oracle Business Analytics Warehouse
• 10.4 Setting Up Additional Dimension Tables for Oracle Business Analytics Warehouse
• 10.5 About the Period Ago Keys for Oracle Business Analytics Warehouse
• 10.6 About Oracle BI Time Repository Variables
• 10.7 About User Authentication
• 10.8 About the Security or Visibility Configuration
• 10.9 About the Group Variable
• 10.10 About Configuring Usage Tracking for Oracle Business Analytics Warehouse
• 10.11 About the Incremental Deployment of the Oracle BI Applications Repository

Part IV Customizing Oracle Business Intelligence Applications

11 Customizing the Oracle Business Analytics Warehouse

• 11.1 Overview of Customization in Oracle Business Intelligence Applications
  • 11.1.1 What is Customization in Oracle Business Intelligence Applications?
  • 11.1.2 About the Customization Process
  • 11.1.3 About the Impact of Patch Installation on Customizations
• 11.2 Category 1 Customizations: Adding Columns to Existing Fact or Dimension Tables
  • 11.2.1 About Extending Mappings
  • 11.2.2 Typical Steps to Extend Mappings in the Oracle Business Analytics Warehouse
  • 11.2.3 Example of Extending the Oracle Business Analytics Warehouse
  • 11.2.4 Other Types of Customizations Requiring Special Handling
• 11.3 Category 2 Customizations: Adding Additional Tables
  • 11.3.1 About Creating New Dimension or Fact Tables
  • 11.3.2 About the DATASOURCE_NUM_ID Column
  • 11.3.3 Creating Custom ODI Master Packages
  • 11.3.4 Adding a New Dimension to the Oracle Business Analytics Warehouse
  • 11.3.5 Adding a New Fact Table to the Oracle Business Analytics Warehouse
  • 11.3.6 Adding a New Dimension Table for a New Fact Table in the Oracle Business Analytics Warehouse
• 11.4 Category 3 Customizations: Adding New Data as a Whole Row into a Standard Dimension Table
  • 11.4.1 How to Add New Data as a Whole Row Into a Standard Dimension Table
  • 11.4.2 Configuring Extracts
  • 11.4.3 Configuring Loads
  • 11.4.4 Configuring Slowly Changing Dimensions
• 11.5 Customizing Stored Lookups, Domain Values, and Adding Indexes
  • 11.5.1 About Stored Lookups
  • 11.5.2 About Domain Values
  • 11.5.3 How to add an index to an existing fact or dimension table

Index