Oracle® Business Intelligence Applications Configuration Guide 11g Release 1 (11.1.1.8.0) E49133-01 |
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This is a reference section that contains Help topics for the User Interface dialogs for System Setup in Oracle BI Applications Configuration Manager. The Help topics in this section are displayed when you click the Help icon on a dialog in Oracle BI Applications Configuration Manager.
This appendix contains the following topics:
Section D.3, "Define Business Intelligence Applications Instance: Source System Tab"
Section D.4, "Define Business Intelligence Applications Instance: Target Warehouse Tab"
Section D.5, "Define Business Intelligence Applications Instance: Environment Configuration Tab"
Section D.9, "Manage BI Applications: BI Application Offerings Tab"
Section D.10, "Manage BI Applications: BI Application Offerings and Associated Sources Tab"
Use this dialog to customize an Offering by associating Dimension Groups with Functional Areas.
Element | Description |
---|---|
Code |
Use this field to specify a unique value that identifies the new Domain member. For example 'Range_5'. |
Name |
Use this field to specify a short name up to 255 characters long for the new Domain member. For example, 'Range_100,000_Plus'. |
Description |
(Optional) Use this field to assist Functional Developers by providing additional information up to 2000 characters long about the Dimension Group. |
Associate Fact Groups |
Use this shuttle dialog to specify the Fact Groups that you want to include in the Dimension Group. Move the items that you want to select from the list on the left to the adjacent list on the right. Use Ctrl + click to select multiple non-contiguous values. Use Shift + click to select multiple contiguous values. |
Associate Domains |
Use this shuttle dialog to specify the Domains that you want to include in the Dimension Group. Move the items that you want to select from the list on the left to the adjacent list on the right. Use Ctrl + click to select multiple non-contiguous values. Use Shift + click to select multiple contiguous values. |
Use this dialog to customize an Offering by associating Fact Groups with Functional Areas.
Element | Description |
---|---|
Code |
Use this field to specify a unique value that identifies the new Domain member. For example 'Range_5'. |
Name |
Use this field to specify a short name up to 255 characters long for the new Domain member. For example, 'Range_100,000_Plus'. |
Description |
(Optional) Use this field to assist Functional Developers by providing additional information up to 2000 characters long about the Fact Group. |
Associate Functional Area |
Use this shuttle dialog to specify the Functional Areas that you want to include in the Fact Group. Move the items that you want to select from the list on the left to the adjacent list on the right. Use Ctrl + click to select multiple non-contiguous values. Use Shift + click to select multiple contiguous values. |
Associate Dimension Groups |
Use this shuttle dialog to specify the Dimension Groups that you want to include in the Fact Group. Move the items that you want to select from the list on the left to the adjacent list on the right. Use Ctrl + click to select multiple non-contiguous values. Use Shift + click to select multiple contiguous values. |
Associate Domains |
Use this shuttle dialog to specify the Domains that you want to include in the Fact Group. Move the items that you want to select from the list on the left to the adjacent list on the right. Use Ctrl + click to select multiple non-contiguous values. Use Shift + click to select multiple contiguous values. |
Has Child Fact Groups? |
Use this check box to toggle the Child Fact Groups list. |
Child Fact Groups |
Use this shuttle dialog to specify the Child Fact Groups that you want to include in the Fact Group. Move the items that you want to select from the list on the left to the adjacent list on the right. Use Ctrl + click to select multiple non-contiguous values. Use Shift + click to select multiple contiguous values. |
The Source Systems tab on the Define Business Intelligence Applications Instance page lists the registered source instances for the current deployment.You can use this tab to register a source instance, edit a registered source instance, or disable a source instance. Note that in a new installation of Oracle BI Applications, no source instances will be listed.
A source system is the transactional system that serves as the source of data for the Oracle Business Analytics Warehouse. A source instance is a particular instance of a source system and is given a name by the BI Applications Administrator. An Oracle BI Applications instance is an Oracle BI Applications environment consisting of one Oracle Business Analytics Warehouse and one or more source instances.
The table below provides a description of the user interface elements in the Source Systems tab.
The Target Warehouse tab on the Define Business Intelligence Applications Instance page enables you to view and edit Oracle Business Analytics Warehouse information and ODI connection details, as described in the table below.
Note that an Oracle BI Applications instance is an Oracle BI Applications environment consisting of one Oracle Business Analytics Warehouse and one or more source instances.
Element | Description |
---|---|
Name |
The name of the Oracle Business Analytics Warehouse. |
Product Line Version |
The product version used to verify the Oracle BI Applications version that is deployed. |
Description |
Additional user-specified information about the warehouse. |
Data Source Number |
The data source number for the Business Analytics Warehouse. This value is always 999. |
Physical Schema |
The name of the Business Analytics Warehouse physical schema. This information is configured in the ODI Repository. |
Technology |
The database platform connection information for the Business Analytics Warehouse, which is configured in the ODI Repository. |
Connection |
The connection to the Business Analytics Warehouse. The JDBC URL is displayed. This information is configured in the ODI Repository. |
Edit button |
Click Edit to display the Edit Business Analytics Warehouse dialog, which enables you to edit the Name and Description fields. |
The Environment Configuration tab displays properties and default values for Configuration Manager and ODI integration. The default values for these properties derive from the installation provisioning process.
Note that an Oracle BI Applications instance is an Oracle BI Applications environment consisting of one Oracle Business Analytics Warehouse and one or more source instances.
Use the Edit Business Analytics Warehouse dialog to edit the Name and Description fields.
Use this dialog to edit the Preferred Currency names that are displayed on Oracle Business Intelligence dashboards in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence. You can either use the default currency display names or, if required, you can specify different currency display names.
Element | Description |
---|---|
Preferred Currency Code |
A read-only code that identifies a preferred currency type. |
Preferred Currency Name |
The currency label that is displayed in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence. If required, you can change the default values. For example, if your organization prefers to use the term 'Local Currency' instead of 'Ledger Currency', then you would use this field to change the value 'Ledger Currency' to 'Local Currency'. |
Use the Edit Source dialog to edit the details for the currently selected source instance. In a new Oracle BI Applications installation, you need to register at least one source instance.
The Edit Source dialog has two data entry pages:
Note:
When you save the data you entered in the Edit Source dialog, this data is propagated to the ODI Repository.
The Edit Source in Configuration Manager fields are described in the following table.
Element | Description |
---|---|
Product Line |
This field is read-only. The source instance product line. |
Data Source Number |
The unique, user-specified number used to identify the source instance. The Data Source Number value specifies a data source so that the data can be identified in the Oracle Business Analytics Warehouse. Each source instance must have a unique Data Source Number value. |
Source Instance Name |
The name given by the BI Applications System Administrator to a transactional system that serves as a source of data for BI Applications data load. The source instance is important because functional setup tasks, and setting of values of objects such as parameters and domain maps are performed in relation to a source instance. Each source instance must have a unique data source number. |
Description |
(Optional) Additional information about the source instance |
The Edit Source in Oracle Data Integrator Topology page contains the following windows:
The Oracle Data Integrator Connection Information window appears at the top of the page. The information contained in this window is read-only and is passed to Oracle BI Applications Configuration Manager from the ODI Repository. The models specified in this window are the models for which connection information is set in the Provide Context Details and Provide Connection Details windows.
In the Context drop-down list, you must select Global. The Global value is required because the Oracle BI Applications interfaces are designed to use this value.
The Provide Connections Details window contains the following tabs:
Use this tab to set the Oracle BI EE connection details for the model selected in the Oracle Data Integrator Connection Information window.
Element | Description |
---|---|
Oracle Data Integrator Data Server Name |
The unique name that identifies the connection (Read-only). |
JDBC Driver |
The name of the JDBC driver for Oracle BI EE. For example: It is recommended that you leave the default value. |
JDBC URL |
The JDBC URL for Oracle BI EE. The format for the URL is the following:
For example, |
Database Username |
The database user name for Oracle BI EE. For example, |
Database Password |
The password for the OBIA_ETL_USER user. |
Test |
Use this button to test the connection to Oracle BI EE. |
Use this tab to set the transactional database connection details for the model selected in the Oracle Data Integrator Connection Information window.
Element | Description |
---|---|
Oracle Data Integrator Data Server Name |
The unique name that identifies the connection (Read-only). |
JDBC Driver |
The JDBC driver for the transactional database connection. Leave the default value. Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database. |
JDBC URL |
The JDBC URL for the transactional database connection. The format for the URL is the following:
|
Database Username |
The database username for the transactional database. |
Database Password |
The password for the transactional database. |
Test |
Use this button to test the connection to the transactional database. |
Use this tab to set the file system connection details for the model selected in the Oracle Data Integrator Connection Information window.
In this tab there are columns that are not displayed, which have defaulted values. You do not need to change these values.
Element | Description |
---|---|
Oracle Data Integrator Data Server Name |
The unique name that identifies the connection (Read-only). |
Host Name |
The name of the host machine where the file system resides. |
Path To File |
The directory path of the ETL files that were installed by the Business Analytics Applications Suite installer. The default location is <Oracle Home for BI>/biapps/etl. For example, |
Array Fetch Size |
The number of rows requested by ODI on each communication with the data server. Note: This column might be hidden. To view this column, click View, Columns, Show All. |
Batch Update Size |
The number of rows in a single INSERT command. Note: This column might be hidden. To view this column, click View, Columns, Show All. |
JDBC Driver |
The name of the JDBC driver for the transactional database connection. It is recommended that you leave the default value. Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database. Note: This column might be hidden. To view this column, click View, Columns, Show All. |
JDBC URL |
The JDBC URL for the transactional database connection. The format for the URL is the following:
Note: This column might be hidden. To view this column, click View, Columns, Show All. |
Use this tab to enable Oracle BI Applications offerings. The offerings you enable are those you have purchased and are deploying. The setup data relating to that offering is made visible in Oracle BI Applications Configuration Manager when you enable the offering.
Element | Description |
---|---|
Business Intelligence Applications Offerings |
Use this list to view available Offerings. |
Enabled |
Use the Enabled check box to enable or disable an offering. |
Business Intelligence Applications Offerings |
Use this list to view associated Fact Groups and Dimension Groups for the selected Offering. You can customize the Offering by adding Fact Groups and Dimension Groups as follows: - To add a Fact Group, choose Actions\Create Fact Group to display the Section D.2, "Create/Edit Fact Group". - To add a Dimension Group, choose Actions\Create Dimension Group to display the Section D.1, "Create/Edit Dimension Group". If you add Fact Groups or Dimension Groups, you can edit and delete them using the Edit icon and Add icon. Note: You cannot edit or delete default groups that are provided on installation. |
Use this tab to enable and disable the sources associated with an Oracle BI Applications offering.
Element | Description |
---|---|
BI Applications Offerings and Associated Sources |
When you expand the offering in the list, the source instances associated with that offering are displayed. |
Enabled |
Use the Enabled check box to enable or disable the source instance associated with the offering. |
Use this dialog to view the preferred currency names that are used on Oracle Business Intelligence dashboards in the Currency drop-down on the My Account dialog\Preferences tab for a user logged into Oracle Business Intelligence. You can edit preferred currency names by clicking the Edit icon. For example, if your organization prefers to use the term 'Local Currency' instead of 'Ledger Currency', you can use this dialog to change the default value 'Ledger Currency' to 'Local Currency.'
Element | Description |
---|---|
Preferred Currencies |
Use this pane to view the preferred currency names. To change a preferred currency name, click the Edit icon to display the Edit Preferred Currency Name dialog. |
Use this tab to specify the languages for which data will be loaded into the Business Analytics Warehouse during the ETL process. When you install Oracle BI Applications, the American English Language is enabled by default. You must enable the languages that you want to deploy.
You can also specify a Base Language. The Base Language is used if the ETL process cannot locate data in any one of the enabled languages. For example, if French is an enabled language and American English is the Base Language, there will be two rows, one for each language. If French values are not available, then American English values will be substituted.
Element | Description |
---|---|
Manage Business Analytics Warehouse Languages |
Use this list to view the available languages, and enable the languages that you want to support. Use the Installed column to change the default value of 'Disabled' to 'Installed', which enables the selected language. The other table columns display read-only data. |
Set Base Language |
Use this option to specify the Base Language, which is marked with a blue dot. You can only specify one Base Language. American English is the default Base Language. To select a different Base Language, select a record in the table, then click the Set Base Language icon. If the current Base Language record is selected, then this icon is grayed out. |
Use this dialog to register source instances. In a new Oracle BI Applications installation, you need to register and enable at least one source instance.
The Register Source dialog has two data entry pages:
Note:
To propagate connection details to the ODI Repository, you must enter and save information on both the Register Source in Configuration Manager page and the Register Source in Oracle Data Integrator Topology page.
The Register Source in Configuration Manager fields are described in the following table.
Element | Description |
---|---|
Product Line |
The source instance product line. |
Product Version |
The version number of the source instance product line |
Source Instance Name |
The name given by the BI Applications System Administrator to a transactional system that serves as a source of data for BI Applications data load. The source instance is important because functional setup tasks, and setting of values of objects such as parameters and domain maps are performed in relation to a source instance. Each source instance must have a unique data source number. |
Description |
(Optional) Additional information about the source instance |
Data Source Number |
The unique, user-specified number used to identify the source instance. The Data Source Number value specifies a data source so that the data can be identified in the Oracle Business Analytics Warehouse. Each source instance must have a unique Data Source Number value. |
Data Server Details (Fusion Applications and PeopleSoft source system only) |
If the source system is PeopleSoft or Fusion Applications, then a read-only list of data servers is displayed. |
The Register Source in Oracle Data Integrator Topology page contains the following windows:
The Oracle Data Integrator Connection Information window appears at the top of the page. The information contained in this window is read-only and is passed to Oracle BI Applications Configuration Manager from the ODI Repository, based on the specified product line version.
In the Context drop-down list, you must select Global. The Global value is required because the Oracle BI Applications interfaces are designed to use this value.
The Provide Connections Details window contains the following tabs:
Use this tab to set the Oracle BI EE connection details for the model selected in the Oracle Data Integrator Connection Information window.
Element | Description |
---|---|
Oracle Data Integrator Data Server Name |
A short meaningful name incorporating 'FUSION' or similar that identifies the data server as being for Fusion Applications. For example, FUSION_CMDS. This name must be unique across all ODI data servers in the ODI Repository. |
JDBC Driver |
The name of the JDBC driver for Oracle BI EE. For example: It is recommended that you leave the default value. |
JDBC URL |
The JDBC URL for Oracle BI EE. The format for the URL is the following:
For example, |
Database Username |
The database user name for Oracle BI EE. For example, |
Database Password |
The password for the OBIA_ETL_USER user. |
Test |
Use this button to test the connection to Oracle BI EE. |
Use this tab to set the transactional database connection details for the model selected in the Oracle Data Integrator Connection Information window.
Element | Description |
---|---|
Oracle Data Integrator Data Server Name |
A short meaningful name that identifies the data server. This name must be unique across all ODI data servers in the ODI Repository. |
JDBC Driver |
The JDBC driver for the transactional database connection. Leave the default value. Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database. |
JDBC URL |
The JDBC URL for the transactional database connection. The format for the URL is the following:
|
Database Username |
The database username for the transactional database. |
Database Password |
The password for the transactional database. |
Test |
Use this button to test the connection to the transactional database. |
Use this tab to set the file system connection details for the model selected in the Oracle Data Integrator Connection Information window.
In this tab there are columns that are not displayed, which have defaulted values. You do not need to change these values.
Element | Description |
---|---|
Oracle Data Integrator Data Server Name |
A short meaningful name that identifies the data server. |
Host Name |
The name of the host machine where the file system resides. |
Path To File |
The directory path of the ETL files that were installed by the Business Analytics Applications Suite installer. The default location is <Oracle Home for BI>/biapps/etl. For example, |
Array Fetch Size |
The number of rows requested by ODI on each communication with the data server. Note: This column might be hidden. To view this column, click View, Columns, Show All. |
Batch Update Size |
The number of rows in a single INSERT command. Note: This column might be hidden. To view this column, click View, Columns, Show All. |
JDBC Driver |
The name of the JDBC driver for the transactional database connection. It is recommended that you leave the default value. Note that the JDBC driver and JDBC URL are required to create the data server and physical schema in ODI for the transactional database. Note: This column might be hidden. To view this column, click View, Columns, Show All. |
JDBC URL |
The JDBC URL for the transactional database connection. The format for the URL is the following:
Note: This column might be hidden. To view this column, click View, Columns, Show All. |