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Contents
Title and Copyright Information
Preface
Audience
Related Documents
Conventions
New Features for
Oracle BI Applications
Installation
1
Oracle BI Applications Architecture and Installation Overview
Oracle BI Applications Architecture
Oracle BI Applications Installation Roadmap
2
Preinstallation and Deployment Requirements for Oracle BI Applications
General Guidelines for Setting Up Databases for Oracle BI Applications
Guidelines for Setting Up Oracle Business Analytics Warehouse Databases
Why Use a Separate Database for the Oracle Business Analytics Warehouse?
Oracle-Specific Database Guidelines for Oracle Business Analytics Warehouse
General Guidelines for Oracle Databases
Guidelines for Using Oracle Template Files
3
Installing and Setting Up Oracle BI Applications
Hardware Requirements
Installation Prerequisites for Oracle BI Applications
JDK or JRockit Installation
Installing Oracle WebLogic Server
Running Fusion Middleware RCU
Oracle Business Intelligence Enterprise Edition 11g Installation
Installing Oracle Data Integrator
Installing and Configuring Oracle BI Applications
Database Instances for Schemas and Repositories
Creating Schemas Using Business Analytics Applications Suite RCU
Installing Oracle BI Applications Using the Business Analytics Applications Suite Installer
Applying the Fusion Middleware Platform Patch
Updating ATGLite
Updating FSM
Updating BIACM
Oracle Business Intelligence Configuration
Configuring Oracle BI Applications
How to Start the BI and Oracle Data Integrator Managed Servers
Installing ODI Studio
Installing ODI Studio
Configuring User Access for ODI Studio
About Applying the ODI Studio Patch
Copying Source Files
Next Steps After Installation — System Setup
4
Performing Post-Installation System Setup Tasks
Setting up the Java IO Temp Location
Setting the Business Analytics Warehouse Connection in Oracle Data Integrator
Creating SDS Schema Post Installation
Performing Setup Steps for On-Premises Fusion Applications Sources
Creating a User for ETL
Configuring the Oracle BI Repository for ETL
Registering Source Systems and Propagating Connection Details to Oracle Data Integrator
Enabling Offerings for Deployment
Setting Languages for Data Load into the Business Analytics Warehouse
Running the Domains Load Plan
Mapping Externally Conformed Domains
User Access to Configuration Manager, FSM, and Oracle Data Integrator
Editing Preferred Currency Display Names and Enabling Document Currency
Enabling Initialization Blocks
Trimming the RPD
Extracting Projects From Full RPD
Merging Repositories
Trimming the ODI Repository
Next Steps After Setup — Functional Configuration
5
Setting Up Fusion Applications Cloud Data Sources
Overview of Oracle Fusion Applications Cloud Source System Support
Fusion Applications Cloud Source System Deployment Options
Fusion Application Cloud Source System Deployment Roadmap
Creating Service Requests for
Oracle Business Intelligence Cloud Connector Console
Provision a User For Export and Import of BI Data from Fusion UCM
Provisioning a User for
Oracle BI Cloud Connector Console
Access
Register the Fusion Applications Source
Configuring Oracle Universal Content Management URL for Federated SSO
Creating a Load Plan and Specifying Offerings and Fact Groups to Load
Extracting Data into Universal Content Management using BI Cloud Connector Console
Synchronizing Deletes for a Cloud Extract
Configure Proxy Settings for WebLogic Server
Setting Up Key Flex Fields for Financials Fusion Applications Source Data
Using Oracle BI Cloud Connector Console to Configure Cloud Extract
Using ODI to Set Up Key Flex Fields
Additional Steps for Fusion Financials Implementations
Setting Up Key Flex Fields for HCM Fusion Applications Source Data
6
Setting Up Oracle Service Cloud Data Source
Configuring Oracle Service Cloud Source System
Creating an Account on the Oracle Service Cloud Site
Reviewing SEC_PAPI_INTEG_HOSTS_SOAP Configuration
Registering Oracle Service Cloud Source System
Enabling Offerings for Oracle Service Cloud Source System
Specifying Offerings to Load for Oracle Service Cloud Source System
Mapping Domain Member Values for Oracle Service Cloud Source System
Managing Data Load Parameters for Oracle Service Cloud Source System
7
Setting Up Oracle Taleo Cloud Data Source
Registering a Taleo Cloud Source System
8
Deploying the ODI Repository for Non-Oracle Source Databases
Exporting Security Settings from Original ODI Repository
Exporting Topology Settings from Original ODI Repository
Creating a New Master Repository
Connecting to the New Master Repository
Creating a New Work Repository
Importing Source Adaptor Metadata Content into the New ODI Repository
Preparing to Import Source Adaptor Metadata Content
Running the Command Line Utility to Import Source Adaptor Metadata Content
Importing Security Settings in to the ODI Repository
Importing Connection Details Which Configures the Data Servers
A
Repository Creation Utility Screens
Welcome Page for RCU
Create Repository
Database Connection Details
Specifying Connection Credentials for Oracle Databases and Oracle Databases Enabled for Edition-Based Redefinition
Specifying Connection Credentials for Oracle MySQL Databases
Specifying Connection Credentials for Microsoft SQL Server Databases
Specifying Connection Credentials for IBM DB2 Databases
Select Components
Database Users for IBM DB2 Databases
Creating Prefixes
Selecting Components and Dependencies
Custom Schema Names
Checking Schema Prerequisites
Dropping Schemas
Schema Passwords
Custom Variables
Custom Variables for Oracle Business Intelligence Applications
Custom Variables for Master and Work Repository (ODI)
Custom Variables for Oracle WebCenter Portal's Activity Graph and Analytics
Map Tablespaces
Default Tablespace Mappings
Changing Default and Temporary Tablespaces
Viewing and Changing Additional Tablespaces
Managing Tablespaces and Datafiles
Managing Tablespaces
Managing Datafiles
Add Datafile Dialog
Modifying a Datafile
Deleting a Datafile
Summary of Schema Creation or Removal
Completion Summary
B
Installer Screens Common to All Oracle Fusion Middleware Suites
Specify Inventory Location
Inventory Location Confirmation
Welcome Page for the Oracle Fusion Middleware Installer
Prerequisite Checks
Security Updates
Software Updates
Installation Location
Application Server Screen
Summary of Installation and Configuration Options
Installation Progress
Configuration Progress
Complete
C
Oracle BI Applications Installation and Configuration Screens
Welcome Page for Business Analytics Applications Suite Installer
Specify Installation Location for Business Analytics Applications Suite Installer
Welcome Page for the configApps File
Extend BI Domain
Specify Installation Location for configApps
Configure Components
RPD Encryption Password
BI Applications Administrator User
MDS Schema
BI Applications Components Repository Schema
Business Analytics Warehouse Schema
BI Applications ODI Repository Schema
Configure Ports
D
Generating DDL and Assigning Tablespaces to Tables and Indexes
Overview of Business Analytics Warehouse Tables
Generating the Business Analytics Warehouse DDL
Oracle BI Applications Patches
Assigning Tablespaces
E
Integrating Interactive Dashboards and Siebel Operational Applications Data
Updating the Siebel Operational Application
Reapplying Customized Style Sheets
How to Configure Oracle Business Intelligence with Oracle's Siebel Web Server Extension (SWSE)
Creating a Virtual IP Address for the SWSE and Oracle BI Presentation Services
Testing the Virtual IP Configuration for Oracle Business Intelligence and the SWSE
About Configuring Oracle BI Action Links
Accessing Optional Analytics Applications
Customizing Oracle BI Application Home Page and Dashboards
Configuring a New Home Page to Use a Symbolic URL
Determining the Oracle BI Report Path Argument
Adding Views for Custom Oracle BI Interactive Dashboards
Viewing Information About Preconfigured Dashboards
Exposing Dashboards and Requests
Locating Dashboards, Page Names, and Reports
F
Preconfigured Mappings for Siebel System Subject Area
About Preconfigured Mappings for Siebel System Subject Area
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