2 Create Services with Oracle Analytics Cloud

As Cloud Account Administrator, you can create and set up services in Oracle Analytics Cloud for your organization.

Topics

• Typical Workflow to Create a Service
• Before You Create a Service
• Create a Service
• After You Create a Service

Typical Workflow to Create a Service

If you’re about to create an Oracle Analytics Cloud instance on Oracle Cloud Infrastructure in using Oracle Cloud Infrastructure Console for the first time, follow these tasks as a guide.

Task	Description	More Information
Before you start
Activate your order and sign in to your Oracle Cloud account	As the Cloud Account Administrator, you can complete all setup tasks for Oracle Analytics Cloud.	Sign up for free credits Sign up for your Oracle Cloud Account Sign In For the First Time
Determine your service requirements	Plan your Oracle Analytics Cloud deployment. Think about what you need before you start.	Plan Your Service
(Optional) Enable other users to set up services	If you don’t want to set up Oracle Analytics Cloud yourself, give other users permissions to create services.	Give Another User Permission to Set Up Oracle Analytics Cloud
(Recommended) Create a compartment for your service	Create a compartment for your Oracle Analytics Cloud deployment.	Create a Compartment
Create the service
Create a service	Use Oracle Cloud Infrastructure Console to deploy a new service.	Create a Service
Verify your service	When your service is ready, check that you can sign in and your service is up and running.	Verify Your Service and Sign In
Complete the setup
Set up users and groups	Set up users and groups for Oracle Analytics Cloud in Oracle Identity Cloud Service and assign them to application roles.	Set Up Users, Groups, and Application Roles
Set service-level options	Configure service-level options for everyone using the service.	Configure Options for Your Service
Migrate content	Leverage your existing content in Oracle Analytics Cloud.	Migrate to Oracle Analytics Cloud from Other Environments

Before You Create a Service

Before you set up Oracle Analytics Cloud on Oracle Cloud Infrastructure using Oracle Cloud Infrastructure Console, Oracle recommends that you take some time to plan your service.

• Plan Your Service

• Give Another User Permission to Set Up Oracle Analytics Cloud (Optional)

• Create a Compartment (Recommended)

Plan Your Service

Take some time to plan your Oracle Analytics Cloud service before you create it. Think about the questions outlined here and decide what you want to do, before you start.

• Which Edition Do You Need?
• Where Do You Want to Deploy Your Service?
• What Sizing Options Are Available to You?
• What Name Do You Want for Your Service?

Which Edition Do You Need?

When you start a new subscription to Oracle Analytics Cloud through Universal Credits, Oracle Analytics Cloud is available in Professional Edition and Enterprise Edition. You need Enterprise Edition if you want to offer enterprise modeling, reporting, and data visualization features.

Edition	Universal Credits
Professional	Self-Service Analytics (Data visualization)
Enterprise	Enterprise Analytics (Enterprise modeling, reporting, and data visualization)

If you need more help to decide, see Professional and Enterprise Edition in Getting Started with Oracle Analytics Cloud.

Where Do You Want to Deploy Your Service?

Oracle Cloud Infrastructure (Gen 2) is hosted in several different geographic areas, called regions. When you sign up for Oracle Analytics Cloud, Oracle creates a tenancy for your company with access to one or more regions. If multiple regions are available to you, decide where you want to deploy your Oracle Analytics Cloud instance.

To find out more, see Region Availability.

Note:

The way you deploy and manage Oracle Analytics Cloud depends on the region, type, and start date of your subscription. If your Oracle Analytics Cloud subscription started before Oracle Analytics Cloud was available on Oracle Cloud Infrastructure (Gen 2), the deployment process is different. See:

• North America: See Get Started with Oracle Analytics Cloud (North America) - Accounts Started Before 14th February 2020.

• EMEA: See Get Started with Oracle Analytics Cloud (EMEA) - Accounts Started Before 2nd March 2020.

What Sizing Options Are Available to You?

When you create an Oracle Analytics Cloud instance, you specify the number of Oracle Compute Units (OCPUs) you want to deploy.

How Many OCPUs Do You Think You’ll Need?

Oracle Analytics Cloud offers a range of compute sizes (OCPUs) to suit different scenarios. The larger the compute size, the greater the processing power. If you're not sure which size to use, contact your sales team to discuss sizing guidelines.

If you're planning a deployment with business intelligence and data visualization services, the compute size you select also determines some configuration limits for analyses and dashboards, such as the maximum number of input rows you can return from any data source query or download from a report to a file (for example, when you export to a CSV file). There are different limits for formatted data and unformatted data.

• Unformatted data limits: formats such as CSV, Excel, XML, and Tab Delimited.

• Formatted data limits: formats such as PDF, Excel, Powerpoint, and Web Archive/HTML.

Limits when Querying or Exporting Data

Which compute size do you think you’ll need?	Limits when querying or exporting data
	Max input rows returned from data source queries	Max rows exported to unformatted reports	Max rows exported to formatted reports	Max rows in unformatted reports delivered by email	Max rows in formatted reports delivered by email
1 OCPU (trials only) 2 OCPU 4 OCPU 6 OCPU 8 OCPU 10 OCPU 12 OCPU 16 OCPU 24 OCPU 36 OCPU 52 OCPU	125,000 1,100,000 1,100,000 1,100,000 1,100,000 1,100,000 1,100,000 2,200,000 2,200,000 2,200,000 2,200,000	125,000 1,100,000 1,100,000 1,100,000 1,100,000 1,100,000 1,100,000 2,200,000 2,200,000 2,200,000 2,200,000	1,000 25,000 25,000 25,000 25,000 25,000 25,000 50,000 50,000 50,000 50,000	1,000 50,000 50,000 50,000 50,000 50,000 50,000 100,000 100,000 100,000 100,000	1,000 25,000 25,000 25,000 25,000 25,000 25,000 50,000 50,000 50,000 50,000

Limits when Visualizing Data

Which compute size do you think you’ll need?	Limits when visualizing data
	Max summarized rows returned from data source queries
1 OCPU (trials only) 2 OCPU 4 OCPU 6 OCPU 8 OCPU 10 OCPU 12 OCPU 16 OCPU 24 OCPU 36 OCPU 52 OCPU	125,000 500,000 500,000 500,000 500,000 500,000 500,000 1,000,000 1,000,000 1,000,000 1,000,000

Limits when Generating Pixel-perfect Reports

If you plan to generate pixel-perfect reports, the compute size determines several limits associated with report generation.

Which compute size do you think you’ll need?	Report data size limits when generating pixel-perfect reports
	Max data size for online reports	Max data size for offline (scheduled) reports	Max data size for bursting reports	Max rows for CSV output
1 OCPU (trials only) 2 OCPU 4 OCPU 8 OCPU 16 OCPU 24 OCPU 36 OCPU 52 OCPU	200MB 300MB 500MB 500MB 1GB 1GB 1GB 1GB	500MB 1GB 2GB 4GB 4GB 4GB 4GB 4GB	2GB 2GB 4GB 8GB 8GB 8GB 8GB 8GB	1,000,000 2,000,000 4,000,000 6,000,000 6,000,000 6,000,000 6,000,000 6,000,000

Which compute size do you think you’ll need?	Data model and report processing limits when generating pixel-perfect reports
	SQL Query timeout (seconds)	Max data size for data generation	Max number of in-memory rows in XPT layout	Max number of concurrent scheduled jobs	Max number of concurrent online reports
1 OCPU (trials only) 2 OCPU 4 OCPU 8 OCPU 16 OCPU 24 OCPU 36 OCPU 52 OCPU	1,800 1,800 1,800 3,600 3,600 3,600 3,600 3,600	500MB 1GB 2GB 4GB 4GB 4GB 4GB 4GB	10,000 10,000 20,000 30,000 30,000 30,000 30,000 30,000	1 2 4 10 10 10 10 10	10 20 40 160 320 480 720 1040

What Name Do You Want for Your Service?

Think about a suitable name for your service. The name that you specify is displayed in Oracle Cloud Infrastructure Console and the URL for your service.

Name restrictions:

• Must contain between 1 and 25 characters.

• Must start with an ASCII letter: a to z or A to Z.

• Must contain only ASCII letters or numbers.

• Mustn't contain any other special characters.

• Must be unique within the identity domain.

Give Another User Permission to Set Up Oracle Analytics Cloud

When you activate your order for Oracle Analytics Cloud, you get the Cloud Account Administrator role. This role gives you full administration privileges in Oracle Cloud Infrastructure so you can complete all aspects of Oracle Analytics Cloud setup and much more. There’s no need to delegate this responsibility but, if you want to, you can give someone else privileges to create and manage Oracle Analytics Cloud instances through the manage analytics-instances permission.

In Oracle Cloud Infrastructure you use IAM security policies to grant permissions. First, you must add the user to a group, and then you create a security policy that grants the group the manage analytics-instances permission on a specific compartment or the tenancy (any compartment in the tenancy). For example, you might create a policy statement that looks like one of these:

• allow group MyAdminGroup to manage analytics-instances in tenancy

• allow group MyAdminGroup to manage analytics-instances in compartment MyOracleAnalytics

To find out how to create security policy statements specifically for Oracle Analytics Cloud, see Give Users Permissions to Manage Analytics Cloud Instances.

Create a Compartment

When you sign up for Oracle Cloud Infrastructure, Oracle creates your tenancy with a root compartment that holds all your cloud resources. You then create additional compartments within the tenancy (root compartment) and corresponding policies to control access to the resources in each compartment. Before you create an Oracle Analytics Cloud instance, Oracle recommends that you set up the compartment where you want the instance to belong.

You create compartments in Oracle Cloud Infrastructure Identity and Access Management (IAM). See Setting Up Your Tenancy and Managing Compartments.

Create a Service

You can create an Oracle Analytics Cloud instance using the Console, API, or command line.

Note:

Required IAM Policy

Verb: manage

Resource Type: analytics-instance, analytics-instances

Custom Permission: ANALYTICS_INSTANCE_CREATE

See About Permissions to Manage Oracle Analytics Cloud Instances.

Topics

• Create a Service using the Console
• Create a Service using the REST API
• Create a Service using the Command Line

Create a Service using the Console

You can use Oracle Cloud Infrastructure Console to set up a service instance with Oracle Analytics Cloud.

1. Sign in to your Oracle Cloud account.
   You must sign in as a federated Oracle Identity Cloud Service user.

   
   Description of the illustration console_oac_signin.jpg
2. In Console, click in the top left corner.
3. Under Solutions and Platform, select Analytics, then Analytics Cloud.
   
   Description of the illustration console_oac_nav.jpg
4. From the Compartment list, select the compartment in which you want to create the service.
   
   Description of the illustration console_oac.jpg
5. Click Create Instance.
6. Enter an Instance Name and a brief description.
   The name must start with a letter and can contain only letters and numbers.
7. Select the Feature Set you want to deploy.
   • Self Service Analytics: Deploys an instance with data visualization. Select this option if you subscribe to Professional Edition.
   • Enterprise Analytics: Deploys an instance with enterprise modeling, reporting, and data visualization. Select this option if you subscribe to Enterprise Edition.
8. For Capacity, select the number of OCPUs that you want for the service.

   For production services, select the number of OCPUs you want to deploy (between 2 and 52). If you want to create an instance for trial purposes, you can select 1 OCPU.

9. For License Type, select whether you want to use your Oracle Middleware on-premises license with Oracle Analytics Cloud and be charged the Bring Your Own License (BYOL) rate or subscribe to a new Oracle Cloud license for Oracle Analytics Cloud.
10. Verify that the details are correct, and click Create.

    For example:

    
    Description of the illustration console_oac_create.jpg

It takes about 20 minutes to create the service. Display the Instance page to check the current status.

Description of the illustration console_oac_create3.jpg

Create a Service using the REST API

You can use the CreateAnalyticsInstance operation to set up a service instance with Oracle Analytics Cloud.

Refer to the Oracle Cloud Infrastructure REST API Reference for information about how to use this operation:

• CreateAnalyticsInstance

Create a Service using the Command Line

You can use the analytics-instance create command to set up a service instance with Oracle Analytics Cloud.

Refer to the Oracle Cloud Infrastructure CLI Command Reference for information about how to use this command:

• analytics-instance create

After You Create a Service

After creating a service with Oracle Analytics Cloud, you must set up your users and configure additional options for your service. If you’re migrating to Oracle Analytics Cloud from on-premises or another cloud service you might want to migrate your existing content now.

• Verify Your Service and Sign In
• Set Up Users, Groups, and Application Roles
• Configure Options for Your Service
• Migrate to Oracle Analytics Cloud from Other Environments

Verify Your Service and Sign In

Oracle sends an email to the designated email address when your Oracle Analytics Cloud service is ready. Navigate to your service in Oracle Cloud Infrastructure Console, obtain the service URL, and then sign in to verify your Oracle Analytics Cloud service is up and running.

Note:

Required IAM Policy

Verb: read

Resource Types: analytics-instance, analytics-instances

Permission: ANALYTICS_INSTANCE_READ

See About Permissions to Manage Oracle Analytics Cloud Instances.

1. In Console, click in the top left corner.
2. Under Solutions and Platform, select Analytics, then Analytics Cloud.
3. Select the compartment in which you created the instance.
4. Click the name of the new instance.
5. Click Open URL.
   
   Description of the illustration console_oac_open.jpg
6. Sign in with your administrator credentials.

Set Up Users, Groups, and Application Roles

One of the first jobs you do after setting up a service with Oracle Analytics Cloud is to add user accounts in Oracle Identity Cloud Service for everyone you expect to use the service and then assign them suitable permissions in Oracle Analytics Cloud (also known as application roles).

Oracle Identity Cloud Service is available with your Oracle Analytics Cloud account.

1. Add users and groups.

   Use Oracle Identity Cloud Service to add users and groups. See Manage Users and Groups in Oracle Identity Cloud Service in Administering Oracle Identity Cloud Service.

2. Assign users and groups permissions in Oracle Analytics Cloud.

   Use the Console (Users and Roles page) in your Oracle Analytics Cloud service to give users and groups suitable application roles. See Manage What Users Can See and Do in Preparing Data in Oracle Analytics Cloud.

Configure Options for Your Service

Administrators perform many critical duties; they control user permissions and amend accounts, set up database connections for data modelers, manage data storage to avoid exceeding storage limits, take regular snapshots so users don't risk losing their work, authorize access to external content by whitelisting safe domains, troubleshoot user queries, and much more. After setting up a service with Oracle Analytics Cloud, you can review typical administrator tasks for your service.

See Administrator Task List in Preparing Data in Oracle Analytics Cloud.

Migrate to Oracle Analytics Cloud from Other Environments

Do you have content in your existing on-premises system or another cloud service that you want to leverage in Oracle Analytics Cloud? After setting up your service, you can migrate the content to the new environment.

Migrate From...	More Information
Other Oracle Analytics Cloud deployments on Oracle Cloud Infrastructure	Migrate Oracle Analytics Cloud Using Snapshots
Oracle Analytics Cloud - Classic deployed on Oracle Cloud Infrastructure Classic	Migrating Oracle Analytics Cloud - Classic Instances to Oracle Cloud Infrastructure
Oracle BI Cloud Service	Migrating Oracle Business Intelligence Cloud Service Instances to Oracle Cloud Infrastructure
Oracle Data Visualization Cloud Service	Migrating Oracle Data Visualization Cloud Service Instances to Oracle Cloud Infrastructure
Oracle BI Enterprise Edition 12c	Migrate data models, dashboards and analyses, and application roles. See Migrate Snapshots from Oracle BI Enterprise Edition. Migrate data models. See Migrate Data Models from Oracle BI Enterprise Edition. Migrate catalog objects, such as dashboards and analyses. See Migrate Catalog Content from Oracle BI Enterprise Edition.
Oracle BI Enterprise Edition 11g	Migrate From Oracle BI Enterprise Edition 11g