Contents

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 Configuring Oracle BI Applications
• 2.5 Using Oracle BI Repository Documentation

Part II Installation and Setup Steps for Oracle BI Applications

3 Preinstallation and Deployment 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 Collect Statistics as a Prerequisite
    • 3.5.3.2 LEFT OUTER JOIN Issue
    • 3.5.3.3 Group By Versus Distinct
    • 3.5.3.4 Pruning of Mappings and Tables
    • 3.5.3.5 Loader Configurations
• 3.6 Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
• 3.7 Additional Suggestions for Optimizing Oracle Database Performance in Oracle Business Analytics Warehouse
• 3.8 Partitioning Guidelines For Large Fact Tables
  • 3.8.1 Introduction to Partitioning Large Fact Tables
  • 3.8.2 Partitioning Large Fact Tables
  • 3.8.3 Configuring DAC to Support Partitioned Tables
    • 3.8.3.1 Creating Source System Parameters in DAC to Support Partitioned Tables
    • 3.8.3.2 Creating Index Actions in DAC
    • 3.8.3.3 Creating Table Actions in DAC
    • 3.8.3.4 Assigning Index Actions to Indexes in DAC
    • 3.8.3.5 Assigning Table Actions to Tables in DAC
• 3.9 Miscellaneous Information About Oracle BI Applications Deployments
  • 3.9.1 Preconfigured Mapping for the SA System Subject Area
  • 3.9.2 Using Initialization Blocks
  • 3.9.3 Creating Custom Indexes in Siebel Source Databases for Incremental Load Performance
    • 3.9.3.1 An Example of Change Capture SQL and Required Indexes
  • 3.9.4 Creating Custom Indexes in Oracle EBS Source Databases for Incremental Load Performance
    • 3.9.4.1 Creating Indexes for Category 1 Tables
    • 3.9.4.2 Creating Indexes for Category 2 Tables
  • 3.9.5 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
  • 4.1.1 Summary of Oracle Home Locations Used in this Guide
• 4.2 High-Level Installation and Setup Task List
• 4.3 Mandatory Requirements
  • 4.3.1 Oracle Business Intelligence Infrastructure Requirements for the Oracle BI Applications Installer
  • 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 Installing the Oracle BI Applications files
• 4.6 Installing and Setting Up 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
  • 4.6.5 Restoring the Pre-built Informatica Repository
    • 4.6.5.1 Restoring the Pre-built Informatica Repository for Environments in English
    • 4.6.5.2 Restoring the Pre-built Informatica Repository on a Non-English Operating System
  • 4.6.6 Configuring Informatica PowerCenter Components
    • 4.6.6.1 Setting up the Informatica Domain and Repository in Informatica PowerCenter Client Tools
    • 4.6.6.2 Copying Source Files and Lookup Files
    • 4.6.6.3 Setting PowerCenter Integration Services Relaxed Code Page Validation
    • 4.6.6.4 Setting PowerCenter Integration Services Custom Properties
    • 4.6.6.5 Creating the Repository Administrator User in the Native Security Domain
• 4.7 Installing and Setting Up the DAC Platform
  • 4.7.1 Installing DAC Using the DAC Installer
  • 4.7.2 Installing the DAC Server on UNIX
  • 4.7.3 Installing JDBC Drivers for DAC Database Connectivity
  • 4.7.4 Creating ODBC Database Connections for the DAC Client
    • 4.7.4.1 How to Create ODBC Connections for Oracle Databases
    • 4.7.4.2 How to Create ODBC Connections for DB2 Databases
    • 4.7.4.3 How to Create ODBC Connections for SQL Server Databases
    • 4.7.4.4 How to Create ODBC Connections for Teradata Databases
  • 4.7.5 Installing pmcmd and pmrep to Enable Communication Between Informatica PowerCenter and DAC
  • 4.7.6 Installing DAC Metadata Files
• 4.8 Logging into DAC for the First Time and Importing Metadata into the DAC Repository
  • 4.8.1 Logging into DAC and Creating a Connection to the DAC Repository
  • 4.8.2 Importing Metadata into the DAC Repository
• 4.9 Creating the Oracle Business Analytics Warehouse Tables
  • 4.9.1 Creating Data Warehouse Tables
  • 4.9.2 Creating Data Warehouse Tables on a Teradata Database
• 4.10 Configuring the DAC Server
  • 4.10.1 Configuring the Connection Between the DAC Server and DAC Repository
    • 4.10.1.1 How to Configure the DAC Server Repository Connection Using the DAC Client (Windows)
    • 4.10.1.2 How to Configure the DAC Server Repository Connection Using serverSetupPrompt Scripts (Windows, UNIX or Linux)
  • 4.10.2 Setting Environment Variables to Enable Communication between the DAC Server on UNIX and Informatica
  • 4.10.3 Starting the DAC Server
  • 4.10.4 Activating Join Indexes for Teradata Databases
• 4.11 Configuring DAC Integration Settings
  • 4.11.1 Setting DAC System Properties
  • 4.11.2 Registering Informatica Services in DAC
  • 4.11.3 Setting Physical Data Sources
    • 4.11.3.1 Specifying a Data Source Connection for JD Edwards EnterpriseOne or JD Edwards World Hosted on a DB2 Database
• 4.12 Configuring Relational and Application Connections in Informatica Workflow Manager
  • 4.12.1 Logging Into Informatica PowerCenter Workflow Manager
  • 4.12.2 Configuring Connections in Informatica PowerCenter Workflow Manager
    • 4.12.2.1 How to Configure Relational Connections
    • 4.12.2.2 How to Configure Application Connections for PeopleSoft OLTP Data Sources
    • 4.12.2.3 (Teradata specific) How to Configure the Informatica Repository for Teradata External Loader Connections
• 4.13 Configuring the SiebelUnicodeDB Custom Property
• 4.14 Setting Up DAC to Receive Email Notification
  • 4.14.1 Configuring Email Recipients in DAC
  • 4.14.2 Configuring Email in the DAC Server
• 4.15 Configuring the Oracle BI Repository Connections
  • 4.15.1 About the Predefined Connection Pools in the Oracle Business Analytics Warehouse
  • 4.15.2 How to Configure the Oracle BI Repository Connections
    • 4.15.2.1 How to specify the database type for connection pools
    • 4.15.2.2 How to specify connection details for connection pools
  • 4.15.3 How to Configure Oracle BI Repository Variables
  • 4.15.4 How to Configure Dynamic Data Source Names
• 4.16 Deploying the Metadata Repository and Presentation Catalog
• 4.17 Applying the Oracle BI Applications Security Policy to the BI Domain
• 4.18 Additional Configuration Tasks
  • 4.18.1 Configuring Security-Related Initialization Blocks
  • 4.18.2 Setting DAC Source System Parameters
  • 4.18.3 Creating Stored Procedures for DB2-UDB
    • 4.18.3.1 How to Verify the Existence of Stored Procedures
    • 4.18.3.2 How to Create DB2 Stored Procedures
  • 4.18.4 Siebel-Specific Configuration Tasks
    • 4.18.4.1 Updating Siebel Transactional Database Schema Definitions
  • 4.18.5 Teradata-Specific Configuration Tasks
    • 4.18.5.1 Setting Up the Code Page File Property for Unicode Environments on Teradata Databases
    • 4.18.5.2 Setting Up the HOSTS File for Teradata Installations on Windows
    • 4.18.5.3 Setting Up the HOSTS File for Teradata Installations on UNIX
    • 4.18.5.4 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 Define the Informatica Domains File Path in the DAC Client Environment Variables
  • A.5.2 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 Administrator

B Localizing Oracle Business Intelligence Deployments

• B.1 Process of Maintaining Translation Tables for Oracle BI
  • B.1.1 Upgrading Oracle Business Intelligence Seed Data for Non-English Locales
    • B.1.1.1 Importing Locale Seed Data Into The Translation Table (W_LOCALIZED_STRING_G)
  • B.1.2 Externalizing Customer Metadata Strings
  • B.1.3 Adding Custom Translations to the W_LOCALIZED_STRING_G Table
    • B.1.3.1 Adding String Translations for Analytics Metadata
• B.2 About Translating Presentation Services Strings
• B.3 Changing the Default Currency in Analytics Applications

C Integrating Interactive Dashboards and Operational Applications Data

• C.1 Importing Oracle's Siebel Industry Applications Seed Data
• C.2 Completing the Initialization in the Siebel Operational Application
  • C.2.1 Updating the Siebel Operational Application
  • C.2.2 Reapplying Customized Style Sheets
  • C.2.3 How to Configure Oracle Business Intelligence with Oracle's Siebel Web Server Extension (SWSE)
  • C.2.4 Creating a Virtual IP Address for the SWSE and Oracle BI Presentation Services
  • C.2.5 Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWSE
  • C.2.6 About Configuring Oracle BI Action Links
  • C.2.7 Accessing Optional Analytics Applications
  • C.2.8 Process of Customizing Oracle BI Application Home Page and Dashboards
    • C.2.8.1 Customizing Oracle BI Content on the Siebel Operational Application Home Page
    • C.2.8.2 Determining the Oracle BI Report Path Argument
    • C.2.8.3 Adding Views for Custom Oracle BI Interactive Dashboards
• C.3 Viewing Information About Preconfigured Dashboards
  • C.3.1 Exposing Dashboards and Requests
  • C.3.2 Locating Dashboards, Page Names and Reports

D Configuring Metadata for Oracle Business Intelligence Applications

• D.1 Metadata Setup Steps for Siebel CRM Sources
  • D.1.1 Updating Oracle Financial Services Analytics Logical Table Sources
  • D.1.2 Developing and Deploying Predictive Scores
  • D.1.3 Business Intelligence Metadata Requirements for Oracle's Siebel Industry Applications
    • D.1.3.1 Oracle Telecom Sales Analytics, Telecom Service Analytics and Telecom Marketing Analytics
    • D.1.3.2 Oracle Pharma Sales Analytics Dimensions
    • D.1.3.3 Dimensions Specific to Subject Areas in Oracle Pharma Sales Analytics and Oracle Pharma Marketing Analytics

E Using Oracle Business Analytics Warehouse Exception Reports

• E.1 Understanding Oracle Business Analytics Warehouse Exceptions
  • E.1.1 List of Values Exceptions
  • E.1.2 Cost List Exceptions
  • E.1.3 Products Without a Cost List
  • E.1.4 Exchange Rate Exceptions
  • E.1.5 Invalid Hierarchy Exceptions
  • E.1.6 Circular Hierarchy Exceptions
• E.2 Executing Oracle Business Analytics Warehouse Exception Reports
  • E.2.1 Cleansing Data
  • E.2.2 Using the List of Values View
  • E.2.3 Using the Exchange Rates View
  • E.2.4 Using the Cost List View
  • E.2.5 Using the ETL History View
  • E.2.6 Additional Exceptions

F About the Versioned Informatica Repository

• F.1 Summary of Versioning in the Informatica Repository
• F.2 Customization of Repository Objects Using Check Out and Check In

Index