Oracle® Business Intelligence Applications Configuration Guide for Informatica PowerCenter Users Release 7.9.6.3 Part Number E19039-01 |
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PDF · Mobi · ePub |
This appendix provides instructions for Configuring Universal Adapter for CRM Analytics, and contains the following topics:
Section A.4, "How to Create Data Files for Universal Adapter for CRM Analytics"
Section A.5, "List of Sample Source Files for Universal Adapter for CRM Analytics"
Universal Adapter for CRM Analytics enables you to extract data from CRM transactional applications for analysis, when pre-packaged business adapters for these sources are not available. Unlike the pre-packaged business adapters that can only be used for particular source systems, Universal Adapter for CRM Analytics can be used for any source systems as long as the source data can be presented in the specified flat file format.
The CRM source data could also reside in custom applications or legacy systems. Universal Adapter for CRM Analytics is shipped as part of any of the Oracle BI Applications CRM Analytics products and is not separately priced.
To use Universal Adapter for CRM Analytics, source data should be presented in flat files according to the following specifications:
Data should be in comma delimited format (*.csv files).
All date values should be in the format of YYYYMMDDHH24MISS. For example, 20071231140300 should be used for December 31, 2007, 2:03 pm.
If a string data value contains one or more commas, then it should be double quoted.
Data should start from line six of each file. The first five lines of each file will be skipped during ETL process.
Oracle BI Applications provides a sample source file for each supported source file type. Typically, each sample source files contain sample data rows. Sample source files are located in:
MW_HOME\biapps\dwrep\Informatica\Sample Universal Source Files
For a list of sample source files, see Section A.5, "List of Sample Source Files for Universal Adapter for CRM Analytics."
The sample source file file_budget.csv is shown in Figure A-1.
Figure A-1 Sample Universal Adapter Source File
To create data files, Oracle recommends that you use the sample source files provided. For a list of sample source files, see Section A.5, "List of Sample Source Files for Universal Adapter for CRM Analytics."
To create data files for Universal Adapter for CRM Analytics:
Copy the sample source files (file_xxx.csv) from the MW_HOME\biapps\dwrep\Informatica\Sample Universal Source Files folder to the INFA_HOME\server\infa_shared\SrcFiles directory.
Delete the sample data rows from every sample source file.
You must have all of the empty files in the INFA_HOME\server\infa_shared\SrcFiles folder first for ETL Execution Plans to run without interruptions. Some ETL Execution Plans might contain tasks that you do not need but that would fail and cause interruption in your ETL run if source files expected by the tasks cannot be found in the INFA_HOME\server\infa_shared\SrcFiles folder.
Populate the files that you need in the INFA_HOME\server\infa_shared\SrcFiles folder, making sure that the data starts at line six.
For example, to load opportunity dimension data, you could populate the file_opty.ds.csv file.
In DAC, create an Execution Plan to load the data from these files.
For instructions on creating an Execution Plan, see the Oracle Business Intelligence Data Warehouse Administration Console User's Guide.
This section lists sample source files for Universal Adapter for CRM Analytics, and contains the following topics:
Section A.5.1, "List of Source Files for Seed Data and Common Dimensions"
Section A.5.2, "List of Source Files for Specific Subject Areas"
This section lists source files for seed data and common dimensions. These source files are mandatory and should be populated when using the CRM Universal Adapter.
Table A-1 Seed Data and Common Dimension Source Files
CRM Subject Area | Associated Source Files |
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Seed Data |
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Common Dimension |
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This section lists CRM Subject Areas and their related source files. Populate these source files selectively, depending on your business needs.
Table A-2 Subject Areas and Associated Source Files
CRM Subject Area | Associated Source Files |
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CRM - Automotive Vehicle Sales |
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CRM - Consumer Goods - Performance |
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CRM - Consumer Goods - Promotion |
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CRM - Consumer Goods - Retail Audit |
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CRM - Consumer Goods Trade Funds |
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CRM - Forecasting |
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CRM - Loyalty |
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CRM - Marketing |
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CRM - Price |
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CRM - Sales |
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CRM - Service |
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CRM - Telecom |
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CRM - Pharma - Account Call |
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CRM - Pharma - Contact Call |
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CRM - Pharma - Direct Sales |
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CRM - Pharma - Indirect Sales |
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CRM - Pharma - Medical Education |
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CRM - Pharma - Objective |
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CRM - Pharma - Physician Plan Prescription |
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CRM - Pharma - Physician Prescription |
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CRM - Pharma - Plan Prescription |
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CRM - Pharma - Weekly Physician Prescription |
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CRM - Pharma - Profile Rank |
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CRM - Financial Service - Accounts and Application |
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CRM - Financial Service - Accounts and Insurances |
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CRM - Financial Service - Balance History |
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CRM - Public Sector - Benefit |
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CRM - Public Sector - Case |
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CRM - Public Sector - Incident |
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CRM - Public Sector - Lead |
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