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Oracle® Business Intelligence Applications Installation and Configuration Guide for Oracle Data Integrator Users
Version 7.9.5.2
Part Number E13669-01
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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