A Manage Load Plans User Interface Reference

This section contains reference information about the Manage Load Plans user interface elements in the Oracle BI Applications Configuration Manager.

This section contains the following topics:

• Manage Load Plans Toolbar Options

• Manage Load Plans Main Page

• Create Load Plan Page

• Copy Load Plan Page

• Edit Load Plan Page

• Load Plan Details Page

• Schedule Load Plan Dialog

Manage Load Plans Toolbar Options

The Manage Load Plan window contains the following icons and menu options.

Icon or Menu Option	Description
Actions Menu: Execute Reset Data Warehouse Scenario	This command resets the data warehouse by truncating the W_ETL_LOAD_DATES table. This ensures that the subsequent load will truncate all target tables and do a fresh full load.
	Copy Enables you to define a new load plan with the same fact groups as the selected load plan definition but with a different name and identifier.
	Generate Starts the process to build the load plan in the ODI repository. A load plan must build successfully before it can be executed.
	Show Generation Status Details Shows the generation status for each step included in the load plan.
	Reset Generation Status Resets the generation status to Not Generated.
	Show Load Plan Details Launches the Oracle Data Integrator Console, which enables you to view detailed information about the selected load plan.
	Execute Executes a load plan that has been successfully generated.
	Show Execution Status Details Displays the execution details of a load plan that has been executed.
	Generation Status: Not Generated Indicates the load plan has not been generated, or was modified in Configuration Manager without being regenerated.
	Generation Status: In Progress Indicates the load plan is in the process of being generated.
	Generation and Execution Status: Succeeded In the Generation Status column, indicates the load plan was successfully generated. In the Execution Status column, indicates the load plan completed its run successfully.
	Generation and Execution Status: Failed In the Generation Status column, indicates the load plan generation failed. In the Execution Status column, indicates the load plan run failed due to an error.
	Execution Status: Not Executed Indicates the load plan has not been executed.
	Execution Status: Running Indicates the load plan is currently running.

Manage Load Plans Main Page

Use the Manage Load Plans main page to view and edit existing load plans and to create new load plan definitions. You can search for an existing load plan by clicking Search above the master list panel.

The Load Plans list displays the load plans in the Configuration Manager repository. See "Manage Load Plans Toolbar Options" for a description of the toolbar options on this page.

Manage Load Plans: Fact Groups Tab

Use this tab to view the fact groups associated with a load plan selected in the Load Plans list. Fact groups displayed may belong to a hierarchy of fact groups. You can expand the fact group node to view the hierarchy. If a fact group is a child of another fact group in a hierarchy, it appears twice in the tree table, since it is associated with both the functional area and the parent fact group.

Manage Load Plans: Data Load Parameters Tab

Use this tab to view and edit the data load parameters associated with a load plan selected in the Load Plans list. The Data Load Parameters list includes both application-specific and global parameters. Application-specific parameters are associated with one or more fact groups included in the load plan definition. Global parameters apply to all applications and can also be associated with specific fact groups.

Key points about the Data Load Parameters tab:

• If a listed parameter requires a value but a value has not been assigned, the respective row in the table is tagged with an error icon. Parameters that do not require a value (value can be null) are not tagged even if no value has been assigned.

• You can filter the list of parameters to display only the data load parameters that have no value by using the Show drop-down list in the toolbar.

• You can export and save content displayed in the table to a Microsoft Excel formatted file by clicking the Export icon in toolbar.

• You can change a parameter value by selecting the parameter in the list, and then clicking the Edit icon in the toolbar. The Edit Parameter Value dialog is displayed. To change a parameter value, the user must have been assigned a role that has the appropriate privilege.

Manage Load Plans: Domains and Mappings Tab

Use the Domains and Mappings tab to view and edit domains and mappings related to a load plan selected in the Load Plan list. The domains and mappings are associated with the fact group included in the load plan definition.

Key points about the Domains and Mappings tab.

• If a source domain in the list contains members that have not been mapped to an appropriate warehouse domain member, the row in the table is tagged with an error icon. Some source domain members are not applicable, and, therefore, are not tagged even if they are unmapped.

• You can filter the list of mappings to display only the domains that have unmapped source members using the Show drop-down list in the toolbar.

• You can export and save content displayed in the table to a Microsoft Excel formatted file by clicking the Export icon in toolbar.

• You can change a domain mapping by selecting the mapping in the list, and then clicking the Edit icon in the toolbar. The Edit Domain Member Mappings dialog is displayed. To change a domain member mapping, the user must have been assigned a role that has the appropriate privilege.

Manage Load Plans: Schedules Tab

Use the Schedule tab to view, create, edit and delete schedules for the execution of a load plan. A load plan schedule includes the following required properties:

• Context - The ODI context to be used when the load plan is run. Note that Global is the only supported context.

• Logical Agent - The ODI Agent to be used when the load plan is run.

• Recurrence - Frequency of occurrence. Possible values are the following:

  • On Agent Startup

  • Simple

  • Hourly

  • Daily

  • Weekly

  • Monthly (day of the month)

  • Monthly (week day)

  • Yearly

• Status - Status of the schedule. Possible values are the following:

  • Active

  • Inactive

  • Active for the period

• Scheduled Time - Date and time the load plan is to be executed.

Schedules Tab Toolbar Icons

The toolbar icons provide the following functionality:

• Add - This command invokes the Schedule Load Plan dialog, which enables you to define a new schedule for the selected load plan.

• Edit - Applies to a selected schedule. This command invokes the Schedule Load Plan dialog, which enables you to make changes to the selected schedule.

• Remove - This command removes the schedule from the repository.

• Update Schedules - This command adds the schedule to the ODI Agent scheduler if the agent is already started in ODI. Note that if the ODI Agent is already running at the time you define the schedule in the Oracle BI Applications Configuration Manager, you must click Update Schedules to add the schedule to the ODI Agent scheduler.

Create Load Plan Page

Use the Create Load Plan pages to create a new load plan definition. A load plan comprises one or more fact groups as well as additional properties.

Element	Description
Create Load Plan first page	The first page of the Create Load Plan series requests the following information: Name - (Required) The unique name of the load plan. Description - (Optional) Additional information about the load plan. Load Plan Type - (Optional) Possible values are the following: Source Extract (SDE) Source Extract and Load (SDE, SIL and PLP) Warehouse Load (SIL and PLP) Domain-only Extract and Load (SDE and SIL) Source Instance - (Optional) The data sources from which fact groups will be selected.
Create Load Plan second page	The second page of the Create Load Plan series contains the following tabs: Available Fact Groups - Enables you to select the fact groups you want to include in the load plan definition. Selected Fact Groups - Displays the fact groups you selected in the Available Fact Groups tab. The Remove icon enables you to remove a selected fact group.

Copy Load Plan Page

Use the Copy Load Plan page to make a copy of an existing load plan. The Copy Load Plan page displays the load plan information for the load plan you want to copy. You must provide a unique name for the copy of the load plan. You can optionally change the following information:

• First page of the Copy Load Plan series

  • Description

  • Load Plan Type

  • Source Instance

• Second page of the Copy Load Plan series

  • Fact Group

Edit Load Plan Page

Use the Edit Load Plan page to edit an existing load plan.You can edit the following information:

• First page of the Edit Load Plan series

  • Name

  • Description

  • Source Instance

• Second page of the Edit Load Plan series

  • Fact Group

Load Plan Details Page

Use the Load Plan Details page to view detailed information about the definition and execution status of the load plan selected in the Load Plan list.

Element	Description
Navigation tabs	In the Navigation tabs, you can browse for objects contained in the repository. When an object or node is selected, the Navigation Tab toolbar displays icons for the actions available for this object or node. If an action is not available for this object, the icon is greyed out. Browse - The Browse tab enables you to browse for runtime, design time, and topology objects, Management - The Management tab enables you to view repository connection information.
Load Plan tab	The Load Plan tab displays three panels, containing the following information: Definition - This panel displays information about the load plan definition, such as name, ID, and parent folder as well as log details. Creation and Update Information - This panel displays information about when the load plan was created and updated and which user performed the action. Relationships - This panel displays the following information: Steps - Lists steps included in the load plan. Exceptions - Lists exceptions by step number. Variables - Lists variables associated with the load plan. Executions - Lists runs for the load plan, including execution status.
Load Plan Execution tab	The Load Plan execution tab displays three panels, containing the following information: Execution - This panel displays information about the load plan run, including the status and any error messages. Definition - This panel displays information about the load plan definition, such as name, ID, and parent folder as well as log details. Relationships - This panel displays the following information. Steps - Lists steps included in the load plan. Variables - Lists variables associated with the load plan. Sessions - Lists information about the sessions included in the load plan, including start and end dates.

Schedule Load Plan Dialog

Use the Schedule Load Plan dialog to create and edit schedules for load plan execution. A load plan schedule includes the following properties:

• Context - The ODI context to be used when the load plan is run. Note that Global is the only supported context.

• Logical Agent - The ODI Agent to be used when the load plan is run.

• Log Level - The level of logging information to retain. The Oracle BI Applications Configuration Manager uses Oracle Diagnostic Logging. For information about managing log files and diagnostic data, see Oracle Fusion Middleware Administrator's Guide.

• Status - The status of the schedule. Possible values are the following:

  • Active

  • Inactive

  • Active for the period

• Recurrence - The frequency of occurrence. Possible values are the following:

  • On Agent Startup

  • Simple

  • Hourly

  • Daily

  • Weekly

  • Monthly (day of the month)

  • Monthly (week day)

  • Yearly

    Depending on the Recurrence option you select, options for selecting the date and time are dynamically displayed.