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Oracle® Fusion Middleware Installation and Configuration Guide for Oracle Business Intelligence Applications
11
g
Release (11.1.1)
Part Number E16814-03
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Contents
Title and Copyright Information
Preface
Documentation Accessibility
Audience
Related Documents
Conventions
What's New in This Release
New Features in Release 11.1.1.6
New Features in Release 11.1.1.5.2
New Features in Release 11.1.1.5
System Requirements and Certification
1
Overview
1.1
Overview
Part I Setting Up Oracle Business Intelligence Applications
2
Pre-installation and Pre-deployment Requirements for Oracle BI Applications
2.1
Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
2.2
Additional Suggestions for Optimizing Oracle Performance in Oracle Business Analytics Warehouse
2.3
Creating Custom Indexes in Oracle Fusion Applications Database for Incremental Load Performance
2.4
Code Page and Data Movement Requirements
3
Setting Up Oracle Business Intelligence Applications
3.1
Roadmap for Installing, Upgrading, and Setting Up Oracle BI Applications
3.1.1
High-level Tasks for Setting Up Oracle BI Applications
3.2
Before You Set Up Oracle BI Applications
3.3
Overview of Setting Up Oracle BI Applications
3.3.1
About Setting Up Oracle BI Applications
3.3.2
About the Components in an Oracle BI Applications Environment
3.3.3
Summary of Home Directories
3.4
Tasks for Setting Up Oracle BI Applications
3.4.1
Setup Step: Create Required Databases
3.4.2
Setup Step: Create Schemas and Data Warehouse Objects for Oracle BI Applications
3.4.2.1
Creating Oracle BI Applications Schemas Using Oracle BI Applications RCU
3.4.2.2
Creating Data Warehouse Objects with the Oracle Sales Prediction Engine RCU
3.4.3
Setup Step: Apply Patches
3.4.4
Setup Step: Install and Set Up Informatica PowerCenter
3.4.4.1
Prerequisites for Installing Informatica PowerCenter for Oracle BI Applications Environments
3.4.4.2
Before Installing Informatica PowerCenter for Oracle BI Applications Environments
3.4.4.3
Locations of Installation Files for Informatica PowerCenter and Hotfix 11
3.4.4.4
Installing Informatica PowerCenter Client Tools (Windows)
3.4.4.5
Installing Informatica PowerCenter Services and Hotfix 11
3.4.4.6
Install and Configure Database Connectivity Software
3.4.5
Setup Step: Create an ODBC DSN to the Oracle BI Server
3.4.6
Setup Step: Create a User for ETL
3.4.7
Setup Step: Grant User Access to Oracle BI Applications Components
3.4.8
Setup Step: Install and Set Up DAC Client
3.4.8.1
How to Install DAC Client
3.4.8.2
How to copy the DAC Authentication File to the DAC Client Machine
3.4.8.3
How to log into DAC Client for the first time
3.4.8.4
About DAC Configuration Handled by the Oracle BI Applications Client Installer
3.4.9
Setup Step: Configure Oracle BI Applications components using Warehouse Component Deployment Assistant (WCA)
3.4.10
Setup Step: Start DAC Server
3.4.11
Setup Step: Validate the Oracle BI Applications Component Configuration
3.4.12
Setup Step: Accessing the Informatica Domain and Repository from Informatica Client Tools
3.4.13
Setup Step: Install Oracle BI Administration Tool
3.4.14
Setup Step: Configure Oracle HTTP Server
3.4.15
Setup Step: Configure SSO and Portlet Provider for Oracle BI Applications Configuration Manager and Functional Setup Manager
3.4.15.1
How to configure SSO for Oracle BI Applications Configuration Manager and FSM
3.4.15.2
How to configure Portlet Provider for Oracle BI Applications Configuration Manager and FSM
3.4.16
Setup Step: Enable Offerings for Deployment
3.4.17
Setup Step: Set Languages for Data Load
3.4.18
Setup Step: Editing Preferred Currency Display Names
3.4.19
Setup Step: Enable Document Currency
3.4.20
Setup Step: Optimize the Repository File (RPD) for Oracle BI Applications
3.4.21
Setup Step: Run Domains ETL
3.4.22
Setup Step: Verifying Duty Roles required for Oracle BI Applications
3.5
Platform-Specific and Topology-Specific Setup Steps
3.5.1
Setup Step: Creating the Informatica Repository Service
3.5.2
Setup Step: Restoring the Prebuilt Informatica Repository
3.5.2.1
Restoring the Prebuilt Informatica Repository for Environments in English
3.5.2.2
Restoring the Prebuilt Informatica Repository on a Non-English Operating System
3.5.3
Setup Step: Creating the Informatica Integration Service
3.5.4
Setup Step: Copying Source Files to the Informatica PowerCenter Services machine
3.5.5
Setup Step: Setting PowerCenter Integration Services Relaxed Code Page Validation
3.5.6
Setup Step: Setting PowerCenter Integration Services Custom Properties
3.5.7
Setup Step: Creating the Repository Administrator User in the Native Security Domain
3.5.8
Setup Step: Extending the BI Domain
3.5.9
Setup Step: Configuring the Oracle BI Connection Pools
3.5.10
Setup Step: Configuring Physical Data Source Connections in DAC
3.5.11
Setup Step: Configuring Relational Connections in Informatica
3.5.12
Setup Step: Setting the SiebelUnicodeDB Property in Informatica Integration Services
3.5.13
Setup Step: Enabling User Currency Preference Settings
3.5.13.1
Enabling the Currency User Preference File for Oracle BI Applications
3.5.14
Setup Step: Registering Source Systems
3.5.15
Setup Step: Configure DAC Integration Settings
3.5.15.1
Setting DAC System Properties
3.5.15.2
Registering Informatica Services in DAC
3.6
High Level Steps for Upgrading Oracle BI Applications
3.7
Next Steps
Part II Functional Configuration for Oracle Business Intelligence Applications
4
Overview of Functional Configuration in Oracle BI Applications
4.1
Terminology
4.2
Overview of Oracle BI Applications Configuration Manager and Functional Setup Manager
4.2.1
What is Oracle BI Applications Configuration Manager?
4.2.2
What is Functional Setup Manager?
4.3
Getting Started With Oracle BI Applications Configuration Manager
4.3.1
About Starting Oracle BI Applications Configuration Manager
4.3.2
About Getting Help
4.3.3
About Setup Data Migration in Oracle BI Applications Configuration Manager
4.4
About Users and Roles in Oracle BI Applications Configuration Manager
4.5
About Setup Objects in Oracle BI Applications Configuration Manager
4.6
About Functional Setup Tasks in FSM
4.7
About the Main Task Areas in Oracle BI Applications Configuration Manager
4.8
About the Oracle BI Applications Configuration Manager Work Area
4.8.1
About the Work Area
4.8.2
About the Menu Options
4.8.3
About the Icons
4.8.4
About sorting items
4.8.5
How to use Query By Example
4.9
About Accessibility Features In Oracle BI Applications Configuration Manager
5
Performing Functional Configuration
5.1
What is Functional Configuration?
5.1.1
About Task Lists and Tasks for Oracle Business Intelligence Applications Offerings
5.1.2
About Administrator Passwords
5.2
Roadmap for Functional Configuration
5.3
Performing Functional Configuration
5.3.1
How to Enable Offerings and Select Feature Choices
5.3.2
How to Create an Implementation Project and Select Offerings
5.3.3
Additional Steps for Managing Projects in FSM
5.3.3.1
About Performing Functional Tasks
5.3.3.2
How to Assign Tasks to Functional Developers
5.3.3.3
How to Perform Functional Tasks using the Administrator role
5.3.3.4
How to Perform Functional Tasks using the Functional Developer role
5.3.3.5
How to Monitor Implementation Projects
5.3.3.6
How to Monitor Functional Setup Tasks
5.3.3.7
About Completing Tasks in the Common Areas and Dimensions Configurations Task List
6
Administering and Maintaining Functional Configuration Data
6.1
About Maintaining and Administering Functional Configuration Data
6.2
Roadmap for Setup Data Maintenance and Administration
6.3
About Functional Configuration Data
6.4
About Working With Domains and Domain Mappings
6.4.1
About Domain Mappings and Domain Member Mappings
6.4.1.1
About Regular Domains and Band Domains
6.4.2
About Source Domains
6.4.3
About Warehouse Domains
6.4.4
About Warehouse Domain Hierarchies
6.4.5
About Setting Up Domain Member Mappings
6.4.5.1
How to edit a Domain Member Mapping
6.4.5.2
How to add a Range Member Mapping
6.4.5.3
How to add a Target Domain Member
6.4.5.4
How to use Sync to Source to synchronize a Target Domain with a Source Domain
6.4.5.5
How to use Batch Edit to update multiple Target Domain Member Values
6.4.6
How to modify a Warehouse Domain Hierarchy
6.4.7
Why are some domains non-extensible?
6.5
About Working With Data Load Parameters
6.5.1
Key points about working with Data Load Parameters
6.5.2
About editing Data Load Parameters
6.5.3
About Editing Global Data Load Parameters
6.5.4
About Editing Application Specific Parameter Values
6.5.5
How to Edit a Data Load Parameter value
6.6
About Working With Reporting Parameters
6.7
How to Monitor Setup Data
6.8
How to Change Configuration Values Using Oracle BI Applications Configuration Manager
6.9
How to Locate Unmapped Domain Values in Oracle BI Applications Configuration Manager
6.10
How to Locate Data Load Parameters with no Values in Oracle BI Applications Configuration Manager
6.11
About Adding Target Domain Members
6.11.1
How to add a Target Domain Member
6.12
Viewing Domain Hierarchies
6.13
About Exporting and Importing Setup Data for Oracle BI Applications Configuration Manager
6.13.1
What Data is Exported?
6.13.2
What Data is Imported?
6.13.3
About Migrating Setup Data
6.13.4
About Backing-up Setup Data
6.13.5
How to Export Setup Data
6.13.6
How to Import Setup Data
Part III Appendices
A
Supporting Setup Tasks
A.1
How to Log Into Informatica PowerCenter Administration Console
A.2
How to Start Oracle BI Applications Configuration Manager
A.3
How to Optimize a Repository File (RPD) for Oracle BI Applications
A.3.1
Overview of Optimizing the Repository File (RPD) for Oracle BI Applications
A.3.2
Extracting Oracle BI Applications Projects
A.3.3
Merging Repositories for Oracle BI Applications Projects
A.4
How to Configure the DAC Server URL in a High Availability Environment
A.5
How to Verify Duty Roles required for Oracle BI Applications
A.6
About Warehouse Component Deployment Assistant (WCA)
B
Functional Configuration Task Reference
B.1
Lists of Functional Configuration Tasks For Each Offering
B.1.1
List of Functional Configuration Tasks for Common Areas and Dimensions
B.1.2
List of Functional Configuration Tasks for Oracle Customer Data Management Analytics
B.1.3
List of Functional Configuration Tasks for Oracle Financial Analytics
B.1.4
List of Functional Configuration Tasks for Human Resources Analytics
B.1.5
List of Functional Configuration Tasks for Oracle Marketing Analytics
B.1.6
List of Functional Configuration Tasks for Oracle Partner Analytics
B.1.7
List of Functional Configuration Tasks for Oracle Procurement and Spend Analytics
B.1.8
List of Functional Configuration Tasks for Oracle Product Information Management Analytics
B.1.9
List of Functional Configuration Tasks for Oracle Project Analytics
B.1.10
List of Functional Configuration Tasks for Oracle Sales Analytics
B.1.11
List of Functional Configuration Tasks for Oracle Supply Chain and Order Management Analytics
B.2
Informational Task Reference
B.3
ETL Notes and Additional Information for Oracle Product Information Management Analytics
B.4
ETL Notes and Additional Information for Oracle Supply Chain and Order Management Analytics
B.5
ETL Notes and Additional Information for Oracle Procurement and Spend Analytics
B.6
ETL Notes and Additional Information for Oracle Customer Data Management Analytics
B.7
ETL Notes and Additional Information for Oracle Project Analytics
B.8
ETL Notes and Additional Information for Oracle Partner Analytics
B.9
ETL Notes and Additional Information for Oracle Financial Analytics
B.10
ETL Notes and Additional Information for Oracle HR Analytics
B.11
ETL Notes and Additional Information for Oracle Marketing Analytics
B.12
ETL Notes and Additional Information for Oracle Sales Analytics
B.13
How to Integrate Project Analytics with Procurement and Spend Analytics
B.14
How To Integrate Procurement and Spend Analytics with Spend Classification
B.14.1
Overview to Oracle Spend Classification Integration
B.14.2
About the Oracle Spend Classification Metadata
B.14.3
How to deploy UNSPSC, Oracle Purchasing Categories, and Custom Category1
B.14.4
How to deploy the additional Custom Category2 and Custom Category3
B.15
How to remove or hide Oracle Spend Classification Integration Metadata
B.16
How to Configure the Inventory Transaction Aggregate Table for ETL Runs
B.17
How to Add Dates to the Order Cycle Time Table for Post-Load Processing
B.18
How to Add Closed Orders to Backlog Calculations
B.19
How to Track Multiple Attribute Changes in Bookings
B.20
How to Integrate Project Analytics with Financial Analytics
B.21
How to Include Uncompleted Invoice Lines
B.22
How to Configure Backlog Period Date
B.23
How To incrementally Refresh the Inventory Monthly Balance Table
B.24
How to Enable Project Analytics Integration with Supply Chain and Order Management Analytics
B.25
How to Integrate Project Analytics with Procurement and Spend Analytics
B.26
How to Set Up Drill Down in Oracle BI EE from General Ledger to Subledger
B.27
How to Implement GL Segment and GL Account Dimensions
B.27.1
Configuring the BI Extender
B.27.2
Configuring GL Segment and GL Account Dimensions
B.27.2.1
Configuring GL Segment Dimensions
B.27.2.2
Configuring GL Account Dimension
B.28
How to Set Up GL Balance Segment Aggregates
B.29
How to Integrate Financial Analytics with Project Analytics
B.30
How to Perform RPD Modifications for Cost and Revenue Time Grain Changes
B.31
How to Assign Group Account Numbers to Natural Accounts for Human Resources Analytics
B.32
How to Configure Group Account Numbers
B.33
How To Customize Extended Cross Functional Security for Accounts Payables
B.34
How To Customize Extended Cross Functional Security for Employee Expenses
B.35
How To Customize Security for Procurement Executive / Spend Analyst
B.36
How to Grant Cross Functional Access to Order Management Users
B.37
How To Grant GL Data Role to HR VP Users
B.38
How to Implement Asset Category and Asset Location Dimension
B.39
How to Perform System Setups and Post Install Tasks for Oracle BI Applications
B.40
How to Reload the Time Dimension Tables After the Data Warehouse Is Loaded
B.41
How To Configure Scorecard Target Before Running ETL
B.42
How to Configure Order Item and Service Request Flat Files For ETL
B.42.1
Flat file file_orderitem_fs.csv
B.42.2
Flat file file_srvreq_fs.csv
B.42.3
Flat file file_srvreq_ds.csv
B.43
How to Add Balances to BI Balance Group
B.44
Getting Started With Functional Configuration
B.45
Overview of Oracle Sales Analytics
B.46
Overview of Oracle Marketing Analytics
B.47
Overview of Oracle Partner Analytics
B.48
Overview of Oracle Human Resources Analytics
B.49
Overview of Oracle Customer Data Management Analytics
B.50
Overview of Oracle Financial Analytics
B.51
Overview of Oracle Product Information Management Analytics
B.52
Overview of Oracle Project Analytics
B.53
Overview of Oracle Procurement and Spend Analytics
B.54
Overview of Oracle Supply Chain and Order Management Analytics
B.55
About Configuring Initial Extract Date
B.56
About Configuring Global Currencies
B.57
About Configuring Calendars
B.57.1
About Specifying a Gregorian Calendar Date Range
B.57.2
About Defining an Enterprise Calendar
B.57.3
About Configuring Data Load Parameters for File Based Calendars (also known as Generated Calendars)
B.58
About Configuring Slowly Changing Dimensions
B.59
About Configuring Reporting Parameters for Year Prompting
B.60
How to Configure the Customer Cost Lines and Product Cost Lines for Profitability Analytics
C
Dialog Reference for Oracle BI Applications Configuration Manager
C.1
Add Warehouse Domain Member/Add Target Domain Member button
C.2
Add Warehouse Domain Member/Add Target Domain Member dialog
C.3
Define Business Intelligence Applications Instance: Source System tab
C.4
Define Business Intelligence Applications Instance: Target Warehouse tab
C.5
Edit Business Analytics Warehouse dialog
C.6
Edit Domain Member Mappings dialog
C.7
Edit Parameter Value dialog (for Data Load Parameters)
C.8
Edit Parameter Value dialog (for Reporting Parameters)
C.9
Edit Preferred Currency Name dialog
C.10
Export Data dialog
C.11
Export Setup Data dialog
C.12
Edit Source dialog
C.13
Import Data dialog
C.14
Import Setup Data dialog
C.15
Manage BI Applications: BI Applications Offerings tab
C.16
Manage BI Applications: Warehouse Languages tab
C.17
Manage Data Load Parameters dialog
C.17.1
Icons on the Data Load Parameters dialog
C.18
Manage Domains and Mappings: Domain Mappings tab
C.19
Manage Domains and Mappings: Source Domains tab
C.20
Manage Domains and Mappings: Warehouse Domains tab
C.21
Manage Domains and Mappings: Warehouse Domain Hierarchies tab
C.22
Manage Preferred Currencies dialog
C.23
Manage Reporting Parameters: Global/Application Specific tab
C.24
Overview Page for Oracle BI Applications Configuration Manager
C.25
Register Source dialog
C.26
Search pane
C.27
Getting Started With System Setup
Index
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