2 Set Up Oracle Analytics for Applications

As the cloud account administrator, create service instances for Oracle Analytics for Applications and Oracle Analytics Cloud and associate these instances.

Typical Workflow to Set Up Oracle Analytics for Applications

If you’re setting up Oracle Analytics for Applications for the first time, then follow these tasks as a guide.

Task Description More Information
Create an Oracle Analytics Cloud Subscription instance Use Oracle Cloud Infrastructure Console to set up a service with Oracle Analytics Cloud Subscription. Create an Oracle Analytics Cloud Subscription Instance
Verify your service and sign in Verify your service instance when you receive an email from Oracle that your Oracle Analytics Cloud Subscription instance is ready. Verify Your Oracle Analytics Cloud Subscription Instance and Sign In
Create an Oracle Analytics for Applications instance Create a service instance to manage your cloud resources. Create an Oracle Analytics for Applications Instance
Verify your instance and sign in Verify your service instance when you receive an email from Oracle that your Oracle Analytics for Applications service instance is ready. Verify Your Instance and Sign In

Create an Oracle Analytics Cloud Subscription Instance

Use the Oracle Cloud Infrastructure Console to set up a service with Oracle Analytics Cloud Subscription.

Note:

When you subscribe to Oracle Analytics for Applications, you automatically get access to Oracle Analytics Cloud Subscription. You must use this Oracle Analytics Cloud Subscription to create your Oracle Analytics Cloud instance. You might subscribe to other versions of Oracle Analytics Cloud and have existing Oracle Analytics Cloud deployments, but you can't use these with your Oracle Analytics for Applications deployment.
  1. Sign in to the Oracle Cloud Infrastructure Console using your cloud account credentials.
  2. Open the navigation menu. Under More Oracle Cloud Services, go to Platform Services and click Analytics.
    You see the Analytics Cloud page.
  3. Open the navigation menu again, and click Analytics Cloud Subscription.
  4. On the Analytics Cloud Subscription page, under the Instances tab, 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, for example the Cloud Account Administrator, you want to notify when this service is ready to use and receive other status updates about this service in the future.
  7. If you're a customer in North America, then select the us-ashburn-1 region. If you're a customer in EMEA, then select the uk-london-1 region.
  8. Set the Subscription Type to Number of Users and enter the number of users that you selected while placing the order for Oracle Analytics for Applications.
  9. Click Next.
  10. Verify that the details are correct and click Create.

Verify Your Oracle Analytics Cloud Subscription Instance and Sign In

Oracle sends an email to the designated email address when your Oracle Analytics Cloud Subscription instance is ready.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to your service instances page and click Manage this instance for the instance whose URL you want.
  3. Click Oracle Analytics Cloud Subscription URL and then sign in to verify that your Oracle Analytics Cloud Subscription instance is up and running.

Create an Oracle Analytics for Applications Instance

Create a service instance to manage your cloud resources.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click Create Instance.
  4. Optionally, select a compartment if you want to place the service instance in a compartment other than the default root compartment that Oracle created for you.

    Note:

    Ensure that you have created a compartment before you select it here. See Managing Compartments.
  5. Provide a display name for the service.
    This name needn't be unique and can contain alphanumeric and special characters.
  6. Provide a name for the instance name.
    This name should be unique in your tenancy (only names of deleted services can be reused). Also, this name can contain only alphanumeric characters without spaces.
  7. Provide a description for the service.
    The description is optional and can contain as many as 255 alphanumeric and special characters.
  8. Select Development/Test as your first instance.
  9. Specify the number of users you expect to use this instance.
    Enter a value between 20 and 1000 based on how many users you're entitled to as part of your subscription to Oracle Analytics for Applications.
  10. In Fusion Application Connection, provide the Oracle Fusion Application Services URL (not the Login URL) and credentials of the FAWService user from your Oracle Fusion Application Services instance.

    Note:

    Ensure that you have reset the password for the FAWService user in Oracle Fusion Application Services prior to entering the new password. See Reset Passwords.
  11. Optionally, click Test Connection to check the connection to the Oracle Fusion Application Services instance and confirm whether the credentials are valid.
  12. In Autonomous Data Warehouse Administrator Credentials, provide an administrator password for the Oracle Autonomous Data Warehouse that is provisioned in your tenancy to store the transformed data.
  13. In Analytics Cloud Connection, provide the service instance URL of the Oracle Analytics Cloud Subscription instance that you previously created to use with Oracle Analytics for Applications.
  14. The email address for notification is pre-populated from the user name. If the user name isn't an email address, then provide a valid email address for notifications.
  15. Optionally, add tags to tag your instance.
  16. Click Create Instance.
Oracle sends an email to the designated email address when your service is ready. Alternatively, you can display the Activity page to check the current status. When the status changes from CREATING to ACTIVE, the service is ready to use.

Navigate to the Details page for the new service to access the Oracle Analytics for Applications URL and associated Oracle Autonomous Data Warehouse. From here, you can also view or modify details such as Oracle Fusion Application Services instance password and Oracle Autonomous Data Warehouse administrator password or delete the service instance that's no longer required.

Verify Your Instance and Sign In

Oracle sends an email to the designated email address when your Oracle Analytics for Applications service instance is ready.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to Solutions and Platform and click Analytics Apps for Fusion.
  3. Navigate to your service instances page.
  4. Navigate to the Analytics Application URL to verify that your Oracle Analytics for Applications service instance is up and running.

About Upgrading and Patching

Upgrade the target data model, when you see a message on the user interface that an upgrade is available and then check and apply the patch.

The Upgrade Target Data Model process adds new pillars, modules, data models (facts and dimension tables), KPIs, cards, and decks. The activations plans that have been successfully activated are preserved as part of the upgrade. The activation plans in Saved or Scheduled status are reset to Saved status. To activate these plans, you must set them to Activated status. You can skip an upgrade for one release. However, you are forced to upgrade when the next patch release becomes available.

You must upgrade the target data model first using the Data Pipeline user interface. After the target data model upgrade is complete, you check and apply the available patches from the Instance page.

Upgrade the Target Model

You can upgrade the target data model from a previous version to the latest version, when available. For example, upgrade from version 1.1.0.0.0 to 2.0.0.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page. If a later version of your target data model is available, then you see the message informing you that a newer version of your target model is available.
  3. On the Pipeline Activation page, click Upgrade adjacent to the message.
  4. On the Upgrade Target Model page, select the target model version that you want to upgrade to and click Next.
  5. In Global Parameters, modify existing or select new values if you want to and click Next. For example, change the value for Analytics Currency from US Dollar to Euro.
  6. In Report Configuration, click your service, for example, Enterprise Resource Planning and under it Oracle Financial Analytics, modify existing or select new values if you want to, and click Next. For example, change the value for Ledgers from ALL to FGST ledger. Select a ledger set, if your organization uses them, and Next.
  7. In Summary, review the global parameters that you have set for the Pipeline target model and the report configurations set for the Reporting target model, and then click Finish.
    You see a message that the upgrade is in progress and that you can’t perform any actions until the upgrade is complete. The time taken to complete the upgrade is based on the amount of data to be processed.

Check and Apply Available Patches

As the administrator, you can check and apply available patches for Oracle Analytics for Applications to your instances.

Typically, Oracle automatically applies patches that contain minor bug fixes. You can apply patches that contain features. Before performing pre-check or applying a patch, ensure that you have upgraded the target data model. See Upgrade the Target Model.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click the instance for which you want to check and apply the available patches.
  4. On the instance details page, under Resources, view the available patches in the Patches section.
  5. For an available patch, click Actions, and then click Pre-check.
  6. In the confirmation message, click Pre-check Patch to perform a pre-check operation on the instance. After you see the Pre-check succeeded confirmation, click Close.
  7. For the same patch, click Actions, and then click Apply.
  8. In the confirmation message, click OK.

View Patch History

View the list of patches that you and Oracle have applied to your instance.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to Solutions and Platform and click Analytics Apps for Fusion.
  3. Navigate to your service instances page.
  4. On the Instances page, click the instance for which you want to view the list of patches that have been applied.
  5. On the instance details page, under Resources, click Patch History.
    You see the patches that have been applied to the instance. In the patch details, the Type column identifies whether you or Oracle applied each patch.