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BIApps11g Setup April2012
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Fusion BI Applications – Setting Up BI Applications April 2012Archana SinghBI Applications Product Management
Agenda
• Introduction to BI Applications 11g • Fusion Applications Installation and Provisioning
Overview• Setting Up BI Applications• Connecting the Dots – BI Apps Component
Communication – Deferred to Part 2 of the training• Questions and Answers
Introduction to BI Applications 11g
4
BI Applications 11.1.1.5/11.1.1.6
• BI Applications 11.1.1.5 and 11.1.1.6 releases support Fusion Applications as the only source
• Installation and Provisioning of the Fusion Applications, BI and Transactional BI occur together
• BI Applications is optional and can be set up at a later time
• All BI Applications files required for setup are available; Installer doesn’t have to be re-run
5
Components of BI Applications 11.1.1.5/11.1.1.6
• Business Analytics Warehouse• Prebuilt data warehouse
• DAC Client and Server• Orchestrates ETL. DAC Server is an enterprise application
deployed in WebLogic
• Informatica PowerCenter Client and Services• 3rd party tool used to perform data load from Fusion
Applications to the Business Analytics Warehouse
6
Components of BI Applications, contd.
• BI Applications Configuration Manager (BIACM)• Web application used to perform functional setups
• Functional Setup Manager (FSM)• Web application leveraged by BI Applications Configuration
Manager to provide dynamic task generation capability based on user selection of BI Applications being implemented
• RPD• Common file for Transactional BI (OTBI) and BI Applications
• Presentation Catalog• Common file for OTBI and BI Applications
• Informatica Repository• Contains prebuilt ETL logic
Fusion BI Applications Architecture
Fusion Applications Installation and Provisioning Overview
Fusion Apps Installation and Provisioning - Overview
• Fusion Apps Install and Provisioning• Creates a functional Fusion Applications Environment• During BI Provisioning phase of FA Install and Prov
• BI Domain created with BI EE and EPM components• BI and Fusion Applications wiring performed• OTBI deployed (BI Applications not deployed and setup)
• Steps• Prepare for an Installation
• Install Oracle IDM• Obtain Software from Software Delivery Cloud and unzip all zip
files to obtain the “Install Repository” (this repository contains all installers the including BI Applications installer)
• Install Fusion Applications Provisioning Framework• Install a Transactional Database• Create a Provisioning Plan• Execute the Provisioning Plan – all installers automatically called,
software installed and configured
BI Domain and CRM Domain – BI Components after FA Install and Prov
Analytics VOs and BI Broker servlet – used in OTBI query and BI Apps ETL
BI Domain
• BI Domain refers to the WLS Domain for BI and also refers to the machine or machines hosting the BI components
• In the BI Domain, one Admin Server and one Managed Server are created. Managed Server contains
• Presentation Services J2EE plug-in (SawBridge)
• BI Publisher
• RTD, etc.
• BI EE C++ components are installed
• Presentation Services
• BI Server, etc.
BI View Objects and BI Broker Deployment
• The BI View Objects (Analytics VOs) EAR files deployed on each Fusion Applications WLS Domain as Applications
• BI Broker servlet deployed in each Fusion Applications WLS Domain
• The BI View Objects are accessed by the BI Server using the BI Broker
13
RPD Configurations
• Connections to the three Fusion Applications Pillars in the RPD (VO Data Sources)
• URL points to BI Broker
• SQL Bypass DB set to the connection which points to the Fusion Apps DB
• User set to FUSION_APPS_BI_APPID
• SQL Bypass (example, FSCM_OLTP) connections to Fusion Apps DB
BI Provisioning - Summary
• BI Domain created• Analytics VOs and BI Client objects deployed to the
appropriate Fusion Applications WLS Domains• WebLogic connection pools for the three applications
pillars and the SQL Bypass connections in the RPD are configured
• BI Applications Security Roles are provisioned• Transactional BI deployed
BI Applications software bits and files are installed during Fusion Applications Install and Provisioning in BI Middleware Home, but not no BI Applications components are set up or deployed
Setting Up BI Applications
Fusion BI Architecture – after BI Provisioning
Completion of BI Provisioning is a Pre-requisite for BI Applications
Fusion BI Applications Architecture
Components added during BI Apps Setup
Additional RPD configs as part of
BI Apps Setup
BI Applications Setup Steps • BI Applications Additional Install and Deployment
Steps• Run BI Applications RCU to create Business Analytics
Warehouse and DAC repository; apply seed data patches• Install Informatica 8.6.1 HF 11• Extend BI Domain to include Config Mgr, FSM and DAC
Server• Configure RPD connection pools• Install DAC Client
• System Setups for BI Applications• Security Setups
• Grant User Access to Config Mgr, FSM and DAC• Create ETL User
• Component Wiring• Run Domains ETL
BI Applications Setup - Reference
• BI Applications Installation and Configuration Guide > Chapter: Setting Up Oracle Business Intelligence Applications
• With the 11.1.1.5.2 (RUP1) release and below, the guide is called “Configuration Guide”
• Also See Release Notes for BI Applications
• Fusion Applications Enterprise Deployment Guide• Fusion Applications Installation GuideAbove books are available in the Fusion Applications
Technology Library (link from BI Apps Doc Page)• Certification Documents for BI EE and BI
Applications. FMW Certifications available at:http://www.oracle.com/technetwork/middleware/ias/downloads/
fusion-certification-100350.html
BI Applications Schema Creation
• Use BI Applications RCU to create the required Oracle BI Applications schemas • DAC Repository schema • Oracle Business Analytics Warehouse schema
Please review Sections 3.4.2 “Setup Step: Create Schemas and Data
Warehouse Objects for Oracle BI Applications” in the BI Apps Install and
Configuration Guide 11.1.1.6.0
Install Informatica 8.6.1
• Determine which machines will host Informatica PowerCenter Client Tools and Informatica PowerCenter Services. • Informatica PowerCenter Services can be installed on UNIX or
Windows. Informatica PowerCenter Client Tools must be installed on Windows.•For DAC and Informatica Integration •Co-locate DAC Client with the Informatica Clients.•Co-locate DAC Server with PowerCenter Services or make the Informatica
binaries and infa.domains file available to DAC by placing them on a shared network location and provide a shared location for parameters files
.
Please review section 3.4.4 “Setup Step: Install and Set Up Informatica
PowerCenter” in the BI Apps Install and Configuration Guide 11.1.1.6.0
Install DAC and Informatica Clients
Please review Sections 3.4.19 “Setup Step: Install DAC Client” and Section
3.4.4.4, "Installing Informatica PowerCenter Client Tools (Windows)." in the BI
Apps Install and Configuration Guide 11.1.1.6.0
• PowerCenter client tools and DAC Client must be installed on the Windows-based machine. • If Informatica PowerCenter Client Tools are not collocated on the machine, then DAC Client must have access to the Informatica PowerCenter binaries and the domains.infa file on a shared network location.
Deploy Config Mgr, FSM and DAC Server in BI DomainExtend BI Domain to include BI Applications Configuration Manager, Functional Setup Manager and DAC Server
Please review Section 3.5.8, "Setup Step: Extending the BI Domain.“
in the BI Apps Installation and Configuration Guide 11.1.1.6.0
Configure RPD Connection Pools
• Configure RPD Connection Pools for BI Applications
• Oracle Business Analytics Warehouse data source connection pools:
Oracle Data Warehouse Connection Pool
Oracle Data Warehouse Repository InitBlock Connection Pool
• Connection pool for Oracle BI Applications Configuration Manager
• Oracle DB InitBlock Initialization Connection Pool
Please review Section 3.5.9 Setup Step: Configuring the Oracle BI
Connection Pools“ in the BI Apps Installation and Configuration Guide
11.1.1.6.0
Fusion BI Applications Architecture
Components added during BI Apps Setup
Additional RPD configs as part of
BI Apps Setup
Key Changes in BI Apps 11g
• BI Applications Installer is now Oracle Universal Installer and available for Windows, Linux and UNIX
• DAC Server is an Enterprise Application in WLS • ETL Architecture changes require BI Server
connection to be configured in DAC and Informatica• Security and User setups for ETL, Config Mgr, DAC
and FSM• System Setups required for Config Mgr• Warehouse supports data load in multiple languages• Functional Configurations requires data from Fusion
Apps system - Domains ETL needs to be run as part of BI Applications setups
Security Setups
Please review Section 3.4.5, "Setup Step: Create an ODBC DSN to the Oracle BI
Server.“, Section 3.4.6, "Setup Step: Create a User for ETL.“, Section 3.4.13,
"Setup Step: Configure Oracle HTTP Server.“, Section 3.4.14, "Setup Step:
Configure SSO and Portlet Provider for Oracle BI Applications Configuration
Manager and Functional Setup Manager.“ in the BI Apps Install and Configuration
Guide 11.1.1.6.0
• Grant User Access to BI Applications components• Create ETL User. • Setup HTTP server and SSO between Configuration Manager
and Functional Setup Manager
Configure Informatica 8.6.1
Configure Informatica and restore the prebuilt BI Applications repository.•Section 3.5.1, "Setup Step: Creating the Informatica Repository Service."•Section 3.5.3, "Setup Step: Creating the Informatica Integration Service."•Section 3.5.2, "Setup Step: Restoring the Prebuilt Informatica Repository."•Section 3.5.4, "Setup Step: Copying Source Files to the Informatica PowerCenter
Services machine."•Section 3.5.5, "Setup Step: Setting PowerCenter Integration Services Relaxed Code
Page Validation."•Section 3.5.6, "Setup Step: Setting PowerCenter Integration Services Custom
Properties."•Section 3.5.7, "Setup Step: Creating the Repository Administrator User in the Native
Security Domain.“•Section 3.5.12 Setup Step: Setting the SiebelUnicodeDB Property in Informatica
Integration Services
Please review above listed sections in the BI Apps Install and Configuration
Guide 11.1.1.6.0
Component Integration SetupsConfigure BI Application components for communication (wiring)
•Section 3.5.10 Setup Step: Configuring Physical Data Source Connections in DAC
• New in 11g: Create connections to the BI Applications Configuration Manager and to the BI Server. No direct connections are created to the Fusion Applications Database
•Section 3.5.11 Setup Step: Configuring Relational Connections in Informatica
• New in 11g: Create Relational Connection (of Type ODBC) to BI Server instead of to the Fusion Applications DB. On the Informatica PowerCenter Services machine hosting the Integration Services, create an ODBC connection to the BI Server. (3.4.5 Setup Step: Create an ODBC DSN to the Oracle BI Server)
•Section 3.5.13 Setup Step: Enabling User Currency Preference Settings•Section 3.5.14 Setup Step: Registering Source Systems•Section 3.5.15 Setup Step: Configure DAC Integration Settings
Please review Sections listed above in the BI Apps Install and Configuration
Guide 11.1.1.6.0
System Setups
The following System Setups need to be performed•Enable Offerings that you have purchased, as described in Section
3.4.15, "Setup Step: Enable Offerings for Deployment."•Set languages for data load, as described in Section 3.4.16, "Setup
Step: Set Languages for Data Load."•Edit Preferred Currency Display Names, as described in Section 3.4.17,
"Setup Step: Editing Preferred Currency Display Names.“•Enable the Document Currency, as described in Section 3.4.18, "Setup
Step: Enable Document Currency."
Please review sections listed above in the BI Apps Install and Configuration
Guide 11.1.1.6.0
Run Domains ETLThis step loads source-specific data into to the Oracle BI Applications Configuration Manager tables. This enables Oracle BI Applications Configuration Manager to display the appropriate source-specific values as choices to Functional Developers in FSM. The data from the Fusion Applications source is loaded into the Oracle BI Applications Configuration Manager tables using ETL routines.
NEXT STEPS:The BI Applications environment is now set up and ready for functional configurations to be performed.
Please review section 3.4.21 “Setup Step: Run Domains ETL” in the BI Apps
Install and Configuration Guide
Warehouse Component Deployment Assistant (WCA)
• Warehouse Component Deployment Assistant is an deployment orchestrator reduces many of the manual steps in the install and setup of BI Applications 11g
• WCA is available with the 11.1.1.6.0 release and is supported on LINUX/UNIX in 11.1.1.6.0.
Please review Section A.6, "About Warehouse Component Deployment
Assistant (WCA)." in the BI Apps Install and Configuration Guide 11.1.1.6.0
Connecting the Dots – BI Apps Component Communication – Deferred to Part 2 of the training
Location of BI Apps Files
Locations of BI Apps Files
• The BI Applications 11g install and setup files are provided as part of the Fusion Applications Media Pack on Oracle Software Delivery Cloud (http://edelivery.oracle.com). • The Fusion Applications “Install Repository” containing all install
media is obtained when you download and unzip the Oracle Fusion Applications 11g parts.
•BI Applications RCU:• The Oracle BI Applications RCU zip file is named
rcuHomeBIApps.zip and is located in <Install Repository>/installers/biapps_rcu/<OS - either Linux or Window>. Extract this zip file into a folder, for example, BIA_RCU_HOME.
Locations of BI Apps Files, contd.
•BI Applications Client Installer file (DAC Client installer)• The Oracle BI Applications Client installer (which installs the DAC
Client) executable file is named biapps_client_install.exe and is available in the installed BI Oracle Home in <BI_ORACLE_HOME>bi/clients/biappsclients
•Informatica Install Files• The Informatica PowerCenter 8.6.1 and HotFix 11 installation files,
license key, and user documentation are provided as zip files. These zip files are located in the <Install repository>/installers/powercenter. The powercenter folder contains Informatica PowerCenter zip files.
Questions and Answers