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.

Typical Workflow to Create a Service

If you’re about to create a service with Oracle Analytics Cloud 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 Cloud Account Administrator, you can complete all setup tasks for Oracle Analytics Cloud.

Sign In For the First Time

(Optional) Enable other users to create Oracle Analytics Cloud 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

Decide on your service requirements

Plan your Oracle Analytics Cloud service. Think about what you want before you start.

Plan Your Service

Create the service    

Create a service

Deploy a new service with one or more Oracle Analytics Cloud components.

Create a Trial Service with a Single Click

Create a Service with Oracle Analytics Cloud

Create a Service with Oracle Analytics Cloud Subscription

Complete the setup

Verify that your service is up and running and that you can sign in.

Verify Your Service and Sign In

After creating your service

Manage users

Set up users for Oracle Analytics Cloud in Oracle Identity Cloud Service and assign roles to them.

Set Up Users and Application Roles

Configure more options for your service

Configure service-level options for everyone using your service. The options available depend on the features that you chose to deploy.

  • Data Visualization

  • Business Intelligence — Enterprise Modeling

  • Essbase — Collaborative Data Collection, Scenarios, What If Analysis

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, Oracle recommends that you take some time to plan your service.

Give Another User Permission to Set Up Oracle Analytics Cloud

When you activate your Oracle Analytics Cloud order you get the Cloud Account Administrator role. This role gives you full administration privileges on the cloud account so you can complete all aspects of Oracle Analytics Cloud setup. There’s no need to delegate this responsibility but, if you want someone else to set up Oracle Analytics Cloud or Oracle Analytics Cloud Subscription, you can add more users and assign them to the required roles.

Required Service Administrator Role Required to...
Oracle Analytics Cloud AUTONOMOUS_ANALYTICS_ServiceAdminstrator Create and manage services with Oracle Analytics Cloud.
Oracle Analytics Cloud Subscription ANALYTICSSUB_ServiceAdministrator Create and manage services with Oracle Analytics Cloud Subscription.
Oracle Identity Cloud Service Identity Domain Administrator Add new users and manage roles.
  1. Sign-in to your Cloud Account.
    The way you subscribe to Oracle Analytics Cloud determines whether you see Oracle Cloud Infrastructure Console or Oracle Cloud Infrastructure Classic Console.
  2. If you see Oracle Cloud Infrastructure Console, add the user and assign the required role through Oracle Identity Cloud Service federated with your tenancy.
    1. Open the navigation menu. Under Governance and Administration, go to Identity and click Federation.
    2. Click your Oracle Identity Cloud Service federation. For most tenancies, the federation is named OracleIdentityCloudService.
    3. Click Create IDCS User, enter information about the user, and click Create.
    4. To give the user permission to set up services, click the name of the user you just created (on the Identity Provider Details page), and click Manage Service Roles.
    5. Find the service that you want to give the user permission to set up. Do one of the following:
      • To grant permissions to create and manage services with Oracle Analytics Cloud, navigate to AUTOANALYTICS, click the Actions icon (three dots), click Manage service access, and select the AUTONOMOUS_ANALYTICS_ServiceAdministrator role.
      • To grant permissions to create and manage services with Oracle Analytics Cloud Subscription, navigate to the ANALYTICSSUB, click the Actions icon (three dots), click Manage service access, and select the ANALYTICSSUB_ServiceAdministrator role.
      • To give the user permissions to set up any Oracle Cloud service, select Add Cloud Account Administrator Role.
  3. If you see Oracle Cloud Infrastructure Classic Console, add the user and assign the required role through the Users page.
    1. Open the navigation menu. Under Account Management, click Users.
    2. Click Add, enter information about the user, and click Next.
    3. Find the service that you want to give the user permission to set up. Do one of the following:
      • To grant permissions to create and manage services with Oracle Analytics Cloud, navigate to the Analytics text box, and select the AUTONOMOUS_ANALYTICS_ServiceAdministrator role.
      • To grant permissions to create and manage services with Oracle Analytics Cloud Subscription, navigate to the Analytics Subscription text box, and select the ANALYTICSSUB_ServiceAdministrator role.
      • To give the user permissions to set up any Oracle Cloud service, click the Cloud Account text box, and select the Cloud Account Administrator role.

    See Create Users and Assign Roles in Getting Started with Oracle Cloud.

The user you just added receives an email inviting them to activate their account and provide a password. When they sign in to their Oracle Cloud account they have all the required permissions to set up Oracle Analytics Cloud.

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.

  • Edition: Which edition do you want to use?

  • Region: Where do you want to deploy your service?

  • Deployment Size: What sizing options are available to you?
    • Size by Number of OCPUs: How many OCPUs do you think you’ll need?

    • Size by Number of Users: How many people do you expect to use the service?

  • Service Name: What name do you want for your service?

Which edition do you want to use?

The editions available to you depend on how you subscribe to Oracle Analytics Cloud or Oracle Analytics Cloud Subscription. You need Enterprise Edition if you want to offer Business Intelligence (enterprise modeling and reporting features).

Edition Oracle Analytics Cloud Oracle Analytics Cloud Subscription
Professional

Data Visualization

Data Visualization

Essbase

Data Visualization

Essbase

Essbase

Enterprise

Data Visualization

Essbase

Business Intelligence

Business Intelligence (with Data Visualization)

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

Where do you want to deploy your service?

Oracle Cloud Infrastructure is hosted in several different geographic areas, called regions. If multiple regions are available to you, decide where you want to deploy Oracle Analytics Cloud. This Guide describes how to deploy and manage Oracle Analytics Cloud on Oracle Cloud Infrastructure in North America and Europe. For example, in data regions such as Ashburn and London.

Note:

The way you deploy and manage Oracle Analytics Cloud depends on the region, type, and start date of your subscription. If you subscribed to Oracle Analytics Cloud after November 2019 and you have access to data regions in Asia-Pacific (APAC), the deployment process is different. See Administering Oracle Analytics Cloud (APAC).

What sizing options are available to you?

Oracle offers two deployment options on Oracle Cloud Infrastructure: Oracle Analytics Cloud and Oracle Analytics Cloud Subscription. The main difference between these two options is the way you subscribe (how you're billed) and how you determine the size of your service.

If you subscribe to Oracle Analytics Cloud, you specify the number of Oracle Compute Units (OCPUs) you want to deploy. If you subscribe to Oracle Analytics Cloud Subscription, you either specify how many people you expect to use the service or the number of OCPUs.

Size Options Oracle Analytics Cloud Oracle Analytics Cloud Subscription
Number of OCPUs

Yes

Yes

Number of Users

-

Yes

How many OCPUs do you think you’ll need for Business Intelligence and Data Visualization?

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 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

    space

  • 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

    space

  • 1,100,000

  • 1,100,000

  • 1,100,000

  • 1,100,000

  • 1,100,00
  • 1,100,000

  • 2,200,000

  • 2,200,000

  • 2,200,000

  • 2,200,000

  • 1,000

    space

  • 25,000

  • 25,000

  • 25,000

  • 25,000

  • 25,000
  • 25,000

  • 50,000

  • 50,000

  • 50,000

  • 50,000

  • 1,000

    space

  • 50,000

  • 50,000

  • 50,000

  • 50,000

  • 50,000
  • 50,000

  • 100,000

  • 100,000

  • 100,000

  • 100,000

  • 1,000

    space

  • 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

    space

  • 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

    space

  • 300MB

  • 500MB

  • 500MB

  • 1GB

  • 1GB

  • 1GB

  • 1GB

  • 500MB

    space

  • 1GB

  • 2GB

  • 4GB

  • 4GB

  • 4GB

  • 4GB

  • 4GB

  • 2GB

    space

  • 2GB

  • 4GB

  • 8GB

  • 8GB

  • 8GB

  • 8GB

  • 8GB

  • 1,000,000

    space

  • 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

    space

  • 1,800

  • 1,800

  • 3,600

  • 3,600

  • 3,600

  • 3,600

  • 3,600

  • 500MB

    space

  • 1GB

  • 2GB

  • 4GB

  • 4GB

  • 4GB

  • 4GB

  • 4GB

  • 10,000

    space

  • 10,000

  • 20,000

  • 30,000

  • 30,000

  • 30,000

  • 30,000

  • 30,000

  • 1

    space

  • 2

  • 4

  • 10

  • 10

  • 10

  • 10

  • 10

  • 10

    space

  • 20

  • 40

  • 160

  • 320

  • 480

  • 720

  • 1040

How many OCPUs do you think you’ll need for Essbase?

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.

Essbase can be Oracle Compute Unit (OCPU) intensive depending on your application. If you're planning a deployment with Essbase, the minimum number of OCPUs recommended for production deployments is 4 OCPUs, and the maximum is 52 OCPUs. To help you decide which compute size best suits your deployment, consider how many active users you expect to perform concurrent activities such as:

  • Hybrid Block Storage (BSO) application type users running queries
  • BSO users running calculations
  • Aggregation Storage (ASO) users running reports or queries

Essbase provides you with standard storage for all compute sizes. Work with your sales team to verify that your storage requirements are met, based on the number of applications that you plan to deploy.

Which compute size do you think you’ll need? Considerations
  • 1 OCPU (not supported)

Not supported.

  • 2 OCPU (trials or development services only)
Suitable only for trials or development services for outline design.

Not recommended for production deployments because this compute size isn't enough to support concurrent operations.

  • 4 OCPU (minimum for production services)
  • 6 OCPU
  • 8 OCPU
  • 12 OCPU
  • 16 OCPU
  • 24 OCPU
  • 36 OCPU (Phoenix region only)
  • 52 OCPU (Phoenix region only

4 - 52 OCPUs suitable for production deployments.

‌ 

‌ 

32 - 52 OCPUs available only in the Phoenix region. These larger sizes are dependent upon available capacity. Consult with Oracle Support if you have deployment issues.

How many people do you expect to use the service?

With Oracle Analytics Cloud Subscription, you can opt to specify how many people you expect to use the service. Typically, services have between 10 and 3000 users.

  • Business Intelligence or Data Visualization

    Configuration limits are equivalent to those available with 4 OCPUs. For example, the maximum number of rows you can return from any data source query is 1,100,000 rows, the maximum number of rows you can export to a formatted report (such as PDF) is 25, 000 rows, and so on.

  • Essbase

    If you're planning a deployment with Essbase, consider:

    • Number of users concurrently accessing the service
    • Number of applications running on the service
    • Hybrid Block Storage (BSO) users running queries
    • BSO users running calculations
    • Aggregation Storage (ASO) users running reports or queries

    Work with your sales team to verify that your requirements are met, based on the number of users that you plan to deploy.

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.

Create Services

When you create a service with Oracle Analytics Cloud you can choose which compute shape and features you want to deploy. When you create a service with Oracle Analytics Cloud Subscription, you can either specify how many people you expect to use the service or the compute shape size you want to deploy. The options available to you depend on which product and edition you're subscribed to. If you're new to Oracle Analytics Cloud, you can set up a trial service using the QuickStart option.

Note:

This Guide describes how to create services with Oracle Analytics Cloud on Oracle Cloud Infrastructure in North America and Europe. For example, in data regions such as Ashburn and London.

The way you create services depends on the region, type, and start date of your subscription. If you subscribed to Oracle Analytics Cloud after November 2019 with access to data regions in Asia-Pacific (APAC), the deployment process is different. See Administering Oracle Analytics Cloud (APAC).

Create a Trial Service with a Single Click

QuickStart instances offer a quick and easy way to trial Oracle Cloud services. You can create a QuickStart instance of Oracle Analytics Cloud with a single click.

  1. Sign in to Oracle Cloud as the Cloud Account Administrator.
    If you're signing in for the first time, you can find your account name and login information in your welcome email.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services and click Analytics.
  4. Click QuickStarts.
    QuickStart link
  5. Navigate to Analytics Cloud, and click Create.
  6. Enter a name for your trial instance.
  7. Decide which type of service you want to create (Self-Service Analytics, Enterprise Analytics, or Essbase), and the click Create.

It takes about 20 minutes to create the service. Oracle sends you an email when your service is ready. Go to the Activity page if you want to check the current status.

Create a Service with Oracle Analytics Cloud

If you subscribe to Oracle Analytics Cloud through Universal Credits, you use Oracle Cloud Infrastructure Console to set up a service with Oracle Analytics Cloud.

  1. Sign in to Oracle Cloud as the Cloud Account Administrator.
    If you're signing in for the first time, you can find your account name and login information in your welcome email.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services and click Analytics.
  4. Click Create Instance.
  5. For Instance Name, enter a name for your service instance.
    The name must start with a letter and can contain only letters and numbers.
  6. For Notification Email, enter the email address of the person you want to notify when this service is ready to use and receive other status updates about this service in the future.
    This person is usually you, the Cloud Account Administrator who’s setting up the service.
  7. If multiple identity domains are available to you, select the Identity Domain that you want this service to use and then enter the name of an existing user in this identity domain that you want to assign as the Service Administrator.
    You don't see these options if only one identity domain is available.
  8. If several geographical regions are available to you, select the Region where you want to deploy Oracle Analytics Cloud. For example, uk-london–1.
  9. For License Type, select whether you want to use your on-premises license with Oracle Analytics Cloud and to be charged the Bring Your Own License (BYOL) rate or subscribe to a new license for Oracle Analytics Cloud.
  10. If multiple edition options are available to you, select the Edition that you want to use. The edition that you select determines the feature set that you can use.
  11. For Feature Set, select the features that you want to deploy.

    The options available to you depend on the edition you’re subscribed to. If you select Business Intelligence, you automatically have access to Data Visualization.

    • Professional Edition: Data Visualization

    • Essbase Edition: Essbase or Data Visualization
    • Enterprise Edition: Business Intelligence (includes Data Visualization) or Data Visualization

  12. For Number of OCPUs, select the number of Oracle Compute Units (OCPUs) for your environment.
  13. Click Next.
  14. Verify that the details are correct, and click Create.
It takes about 20 minutes to create the service. Oracle sends an email to the designated email address when your service is ready. Display the Activity page to check the current status.
Description of activity-page.jpg follows
Description of the illustration activity-page.jpg

Create a Service with Oracle Analytics Cloud Subscription

You use Oracle Cloud Infrastructure Console to set up a service with Oracle Analytics Cloud Subscription. Follow these steps if you have a non-metered subscription.

  1. Sign in to Oracle Cloud as the Cloud Account Administrator.
    If you're signing in for the first time, you can find your account name and login information in your welcome email.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services and click Analytics.
  4. Click Navigation menu icon Navigation menu icon again, and then click Analytics Subscription.
  5. Click Create Instance.
  6. For Instance Name, enter a name for your service instance.
    The name must start with a letter and can contain only letters and numbers.
  7. For Notification Email, enter the email address of the person you want to notify when this service is ready to use and receive other status updates about this service in the future.
    This person is usually you, the Cloud Account Administrator who’s setting up the service.
  8. If multiple identity domains are available to you, select the Identity Domain that you want this service to use and then enter the name of an existing user in this identity domain that you want to assign as the Service Administrator.
    You don't see these options if only one identity domain is available.
  9. If several geographical regions are available to you, select the Region where you want to deploy Oracle Analytics Cloud. For example, uk-london–1.
  10. If several edition options are available to you, select the Edition that matches the type of service you want to create.
    • Professional

      Data visualization. Self-service data visualization and data preparation. Explore and visualize business data from various data sources, including databases, spreadsheets, Oracle applications, big data, and more.

    • Essbase

      Business modeling with the Essbase multidimensional OLAP (Online Analytical Processing) engine.

    • Enterprise

      Enterprise-wide analytics. Build sophisticated data models to support enterprise business definitions and analysis. Includes data visualization.
  11. Determine the size of your service.
    • To size your service based on how many users you're entitled to as part of your subscription, set Subscription Type to Number of Users, and then enter the number of users.
    • To size your service based on how many Oracle Compute Units (OCPUs) you're entitled to as part of your subscription, set Subscription Type to Number of OCPUs, and then select the number of OCPUs you want.
  12. Click Next.
  13. Verify that the details are correct, and click Create.
It takes about 20 minutes to create the service. Oracle sends an email to the designated email address when your service is ready. Display the Activity page to check the current status.
Description of activity-page_sub.jpg follows
Description of the illustration activity-page_sub.jpg

After You Create a Service

After creating a service with Oracle Analytics Cloud, you must set up your users and configure 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

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.

  1. Sign in to your Oracle Cloud account.
  2. In Oracle Cloud Infrastructure Console, click Navigation menu icon Navigation menu icon in the top left corner.
  3. Under More Oracle Cloud Services, go to Platform Services, and click Analytics.

    If you subscribe through Universal Credits, your services are listed on the Oracle Analytics Cloud page that is displayed.

    If you have a fixed subscription, you create services with Oracle Analytics Cloud Subscription. To access these services, click the Navigation menu icon Navigation menu icon again, and then click Analytics Subscription.

  4. Click Manage this instance for your service, and then click Oracle Analytics Cloud URL (or Oracle Analytics Cloud Subscription URL).
  5. Sign in with your administrator credentials.