OBIEE Configuration - Deploy OFS HM Analytics

The OFS HM release 8.1.0.0.0 is based upon a dedicated reporting mart built from the new Fusion Financial Services Data Model. OFS HM Analytics 8.1.0.0.0 leverages several components of Oracle Business Intelligence Enterprise Edition (OBIEE) or Oracle Analytics Server (OAS) technology including Dashboards and Answers. It also includes various Dashboards and Reports for the user to carry out various Hedge Management and IFRS Valuations based analytics.

Follow these steps to configure the OFS HM Analytics:

Make sure Oracle Business Intelligence 12.2.1.4.0 or OAS 5.5.0 installation is completed and available. See Installing and Configuring Oracle Business Intelligence 12c (12.2.1.4) (E91876-03) or Installing and Configuring Oracle Analytics Server 5.5.0 (F27232-03) for more details.

Configure the ODBC data source to connect to the Oracle BI Server:

Navigate to Control Panel, select Administrative Tools, and then select Data Sources (ODBC).

Select the System DSN tab and click Add.

Select a driver-specific to Oracle BI Server 2.2.1.4.0 or OAS 5.5 and click Finish.

Enter the Name and Server details (specify the Hostname or IP Address of the BI Server) and click Next.

Enter the Oracle BI Server login ID and password (Enter the User Name and Password created at the time of OBIEE or OAS installation). Update the port with the port number available for the BI Server in the Availability tab of Business Intelligence in the Enterprise Manager.

For example: In the following figure, the port number is 9514.

Figure 26: Update Port Number in the BI Server

Description of the image follows This illustration shows updating of the port number in the BI server. Update the port with the port number available for the BI Server in the Availability tab of Business Intelligence in the Enterprise Manager.

Click Next.

Navigate to the RPD and Catalog folders available in the following directories. Copy the RPD and required Catalog files (as per the license agreement) in the server where the BI client tools are installed:

$FIC_HOME/DASHBOARDS/HM_12.2.1.4.0.rpd directory containing the HM.rpd in the data model folder and archived.

Click Finish.

Modify the connection pool and set the properties.

Open the OBI Administration tool.

Select Start, select Programs, select Oracle Business Intelligence and then select BI Administration.

Select File, select Open, select Offline, and then select the HM.rpd file.

In the Open dialog box, select and open the HM.rpd file.

Enter the Repository password as Administrator1.

In the Physical layer, double-click the Connect Pool: HMBI to open its properties.

In the General tab, edit and check the following entries:

Call Interface: (OCI 10g/11g).

Data source name: <TNS Entry connecting to OFSAA atomic schema>

For example: (DESCRIPTION=(ADDRESS_LIST=(ADDRESS=(PROTOCOL=TCP)(HOST=<Database IP address>)(PORT=1521)))(CONNECT_DATA=(SERVICE_NAME=<Database Name>)))

User name: <enter atomic db user name>.

Password: <enter atomic db user password>.

Confirm the password and click OK to close the window.

Similarly, configure the connection pools for HMBITRANS and HMBI_ INIT_BLOCK and HMBI.

Check Global Consistency, that is, press Ctrl+k.

Double-click on the warning (if you are using OAS).

Click Reset to defaults and click OK.

Click Save.

Click Yes for the Global Consistency Message. No warnings should be generated at this stage.

Close the RPD file (close the file and exit).

URL: http:// <ipaddress>:<port>/analytics (replace the port number based on your setup).

Follow these steps to configure the BI publisher Data Source:

Navigate to Administration, select BI Publisher, and then select Manage BI Publisher.

Click JDBC Connection from Data Sources.

Click Add Data Source.

Enter the Data Source name as HM.

Add Database details in the Connection string, that is the hostname (IP address), port number, and SID.

Enter the username (schema name) and password.

Click Test Connection.

Ensure that the connection successfully established. Click Apply.

Follow these steps to implement the Writeback feature:

Add the tag <LightWriteback>true</LightWriteback> in between <ServerInstance></ServerInstance> in the instanceconfig.xml file.

For example:

…………………….

………………………

</ServerInstance>

Copy the writeback.xml file available in the $FIC_HOME/OFS_HM_DASHBOARDS/12.2.1.4.0/content/msgdb/ directory to the following OBIEE server directories. If the customMessages directory is not present, create the directory manually.

Path1: <BI Domain Home>/bidata/components/OBIPS/custommessages

For example: /scratch/oraobiee/Oracle/Middleware/Oracle_Home/user_projects/domains/bi/bidata/components/OBIPS/custommessages

Path2: <BI Domain Home>/bidata/service_instances/ssi/metadata/content/msgdb/l_en/customMessages

For example:

/scratch/oraobiee/Oracle/Middleware/Oracle_Home/user_projects/domains/bi/bidata/service_instances/ssi/metadata/content/msgdb/l_en/customMessages

Restart the BI Services.

Click Manage Privileges and scroll down to Writeback.

Grant Writeback to Database privilege to Authenticated User and BI Administrator roles.

Perform the following OBIEE presentation server configuration steps:

Navigate to the <<Oracle BI Instance Home>/config/fmwconfig/biconfig/OBIPS directory.

Edit the instanceconfig.xml file.

Insert the following code within the XML tag <Views> </Views>.

</Charts>

Insert the following code within the XML tag <Views> </Views>.

<Table>

</Table>

</Narrative>

Save the file, and restart the BI services.

NOTE	Take a backup of the instanceconfig.xml file before making any changes.

RPD and Catalog Deployment

This section includes steps for the RPD and Catalog deployment.

Deploying the RPD

For RPD deployment, follow these steps:

Connect to the OBIEE server.

Create a folder. For example, tmp in the following directory:

<Oracle_Home>/user_projects/domains/domain_name

Copy the HM.rpd from the local directory (where you have saved the RPD) to the folder created in the preceding step.

Open the command prompt, and navigate to the following directory:

/scratch/<mount_name>/Middleware/Oracle_Home/user_projects/domains/bi/bitools/bin

Execute the following command:

./datamodel.sh uploadrpd -I <RPDfilepath> -W <RPDpassword> -SI ssi -U <username> -P <password>

For example:

./datamodel.sh uploadrpd -I /scratch/obiee12c/Middleware/Oracle_Home/user_projects/domains/bi/tmp/HM.rpd -W Administrator1 -SI ssi -U weblogic -P weblogic123

Deploying the Web Catalog

For web catalog deployment, follow these steps:

Open the catalog manager, navigate to the File menu and open the catalog online by giving the necessary credentials based on your setup:

Type: Online

URL: http://<ipaddress>:<port>/analytics-ws

After the catalog is opened, it will display a directory structure on the left-hand side. Select the Catalog Root and select Shared Folders in the LHS tree structure.

Go to the File menu and select Unarchive. It will ask for the path for a file.

Browse the path of the archived catalog file saved in your local directory using the Browse button and click OK.

The catalog must be extracted in the Shared Folders directory for the reports to display. A successful operation message is displayed.

Restart the presentation services once again.

Open the analytics OBIEE URL (http://<ipaddress>:<port>/analytics).

Click on catalog in the OBIEE application right top menu list.

In the LHS menu, navigate to shared directories and verify all the directories are available.

Navigate to Administration, then Maintenance and Troubleshooting, select Reload Files, and then click MetaData.

NOTE	If you need to clear the cache in OAS, click Issue SQL and run the Call SAPurgeAllcache() method.

Starting and Stopping Services in OBIEE

Follow the below steps to start and stop OBIEE services:

Connect to the OBIEE or OAS server.

Navigate to the /scratch/<mount_name>/Middleware/Oracle_Home/user_projects/domains/bi/bitools/bin directory.

Execute the following commands:

Command to stop service: ./stop.sh

Command to start service: ./start.sh

Editing Global Variables for OBIEE or OAS

To edit the global variables for OBIEE, in this release of the OFS HM application, follow these steps:

Host the RPD in the server where you have configured OBIEE or OAS and Catalog for the OFS HM application as part of this release.

Figure 27: The Analytics Home Page

In the Dashboards drop-down list, and then click Fair Value Summary to open the Fair Value Summary Dashboard.

Figure 28: The Fair Value Summary Dashboard.

Title: Description of Fair Value Summary Report follows - Description: This illustration shows the Fair Value Summary report page where you can view or edit the settings of a report

Click Edit on any of the reports to open the Settings window.

Figure 29: The Settings Window

Title: Description of the settings window follows - Description: This illustration shows the settings window where you can edit the settings.

In the Criteria tab, in the Selected Columns pane, click Criteria Hedge Management.

Click Settings

Click Edit formula to open the Edit Column Formula window.

Figure 30: The Edit Column Formula Window

Title: Description of the Edit Column Formula follows - Description: This illustration shows the Edit Column Formula window where you can edit the colum formula

In the Variables drop-down list, select Global… to open the Insert Global Variable window.

Select the Global Variable that you want to edit, and then click Edit Global Variable.

Edit a global variable with the following details:

Table 26: Required Values for the Global Variable

Field	Value to be added
Name	denomination
Type	Text
Value	case when '@{denomination}{In Thousand}' = 'in thousand' then 1000 when '@{denomination}{In Thousand}' = 'in million' then 1000000 else 1 end

Figure 31: The Edit Global Variable Window

Title: Description of the Edit Global Variable window follows - Description: This illustration shows the Edit global variable window that contains the settings to edit a global variable.

Click OK, and then click OK again to save.