This roadmap includes high level tasks that are required for the Implementation Phase and Transition to Production Phase. Use the links in the More Information column below to drill into the high level tasks to see sub-tasks.
Create users and roles
Specify identity provider, and create Users and Enterprise roles for BI report end users.
Create users and roles in Oracle Cloud Administering Your Deployment for Oracle Transactional Business Intelligence Enterprise
|Perform initial configuration||Define data sources and functional areas that will be available to BI report end users.||Perform initial configuration|
|Normalize your data||Load reference from your data sources and define value mappings that normalize the data during data loads.||Normalizing Your Data|
|Perform functional setup||Specify ETL and Reporting values that determine how the transactional data is loaded and displayed to BI end users.||Performing Functional Configuration|
|Load your data||Create and schedule a load plan for each data source that you will load into OTBI Enterprise.||Loading BI Data|
|Monitor data loads||Monitor data load and diagnose any errors.||Monitoring and Diagnosing Data Load Issues|
|Define data security||Load or enter data security grants for users with access to OTBI Enterprise.||Setting Up Data Security|
|Move from test to production||Transfer settings and configurations from your stage environment to your production environment.||Move from test to production in Oracle Cloud Administering Your Deployment for Oracle Transactional Business Intelligence Enterprise|