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Part I: OBIEE 11G Introduction

OBIEE 11g Basics

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Page 1: OBIEE 11g Basics

Part I: OBIEE 11G Introduction

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What is Business Intelligence ?

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What is ‘Business Intelligence’ software

• A set of concepts and methods to improve business decision making by using fact-based support systems. BI is sometimes used interchangeably with briefing books, report and query tools and executive information systems. Business Intelligence systems are data-driven DSS (decision support services).

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• Run Your Institution Based on the Measures that Matter to youRun Your Institution Based on the Measures that Matter to you• Make Decisions Based on the Data You Can TrustMake Decisions Based on the Data You Can Trust• Provide Employees with Information, based on their Organizational RoleProvide Employees with Information, based on their Organizational Role• Always Have Access to the Latest DataAlways Have Access to the Latest Data• Create Your Own Reports & DashboardsQ`Create Your Own Reports & DashboardsQ`

Why we need BI ?

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The Value of Business Intelligence• Visibility, Transparency

• Compliance

• Profitability

• Customer differentiation

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Business Intelligence Challenges• Large and changing data volumes• Differing requirements• Ineffective tools

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Large and Changing Data Volumes• Large amounts of data need to be accessed to provide meaningful results.• – Data may reside in multiple systems.• – Results may require accessing millions of records from those multiple data sources.• – Data volumes are ever-increasing.

• Data requires changes based on business requirements.

• Data organization may make access difficult ,time-consuming, and resource intensive.

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Differing Requirements• Based on the role of the user, different questions need to be answered.• Level of data detail required varies.• Summarized data is appropriate for executives, but details are required at lower

levels.

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Ineffective Tools• Analysis tools are often difficult to master, hard to use, and specialized. They:

• May require detailed knowledge of the data layout and special syntax• May require manual consolidation of results from multiple sources• Are often complex and single-purpose: query versus analysis• Reporting tools are often static or fixed and do not allow for interactivity:• --Questions may be asked, but cannot be answered.• --Drill down is often impossible, making causes difficult to determine.

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Key Stakeholders in BI Domain

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Oracle BI Enterprise Edition• Is a next-generation business intelligence platform:• Provides optimized intelligence to take advantage of relational database technologies• – Accesses data regardless of its organization or layout• Leverages and extends common industry techniques• – Data warehousing• – Dimensional modeling

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History

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Tools Features

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Tools Features

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Tools Features

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OBI Layers

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OBI Layers

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Architecture made up of three areas1. WebLogic Admin server and FMW Control

(EM)2. System components managed by OPMN3. WebLogic Managed server with Java

components; Node Manager used for start/stop managed servers

• System components are C/C++ executables controlled by OPMN managed by FMW Control• Java components are J2EE apps installed in managed server controlled by FMW Control

OBIEE Architecture

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1) Java components – J2EE applications running on WLS

Admin Console – UI for managing WebLogic, J2EE components

FMC – UI used to manage the BI domain

JMX MBeans – Used to access BI domain programmatically

BI Plugin – Routes HTTP and SOAP requests to BI Presentation services

BI Security – Integrates BIEE server and Fusion middleware security

BI Action services – Provides dedicated web services required by AF

Oracle BI Office – Integration between Oracle BI and MS Office products

BIP and RTD – Reporting and Real-Time decisions using data mining

2) System components – Processes and services written in C/C++, J2SE

Oracle BI Server – Provides query and data access capabilities using an enterprise semantic model

Oracle BI Presentation services – Provides framework and interface to present BI data to clients using a BI Presentation catalog

Oracle BI Scheduler – Provides scheduling capabilities for analysis

Oracle BI JavaHost – Provides capabilities such as graph generation

Oracle BI Cluster Controller – Distributes requests to BI server, ensuring requests are load-balanced across all BI server instances in the BI domain

OBIEE Architecture

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1) OBIEE components can be located under \WebLogic domain\Business Intelligence\coreapplication

2) Can be individually or collectively restarted

OBIEE Architecture

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During Simple installation a 1 node cluster is created

Logs created in …Instances\instance1\diagnostics\logs folder

OBIEE Architecture

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1) Main difference is in wrapping components in WebLogic Server platform, and management of components in Oracle Enterprise Manager 11g Oracle Fusion Middleware Control

2) Unified logging, Management of configuration files using Oracle EM3) Same individual servers, components such as Presentation server, BI Server, BI Publisher etc.,4) Configuration data still held in text files5) Single default RPD per BI server and RPD is a binary file6) Web Catalog is a file system directory7) System components need to be restarted after configuration changes

OBIEE 11 G Vs 10G

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BI Oracle Home contains binaries

BI Instance Home contains configuration files (RPD, Webcat, Config files, diagnostics)

WebLogic server binaries in WL Home

WebLogic domain files in Domain Home

OBIEE 11G File System

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BI Publisher originated as a Java application called "XML Publisher" (hence the "xmlp" naming convention) embedded within Oracle's E-Business Suite as a means to deliver highly refined PDF-formatted output of raw transactional data, primarily for hard-copy printing. BI publisher does the following:

• transforms raw data from various sources (JDBC, Webservices, OBIEE, etc)• according to a layout designed using native functionality of best-of-breed layout tools (Word, Excel, Acrobat,

etc)• into various file formats (HTML, PDF, Flash, CSV, XML, XLS, etc)• and delivers them via various mechanisms (Email, FTP, HTTP, WebDAV, Fax, etc) either on demand or according to a user-defined schedule

BI Publisher

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Overview of Answers andDashboards

• Oracle Answers is the only report building interface that OBIEE Plus provides• It is used for the construction of both Queries (the data) and Reports (the presentation)• Dashboards are simply containers for reports and other content• Native connectivity for sources such as Oracle, DB2, Teradata, SQL Server etc. Uses ODBC for

MS Access, Excel• Allows a dashboard or report data to be exported to PDF, HTML, Excel, or CSV formats

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OBIEE Administration Tool Overview• Administrator tool is the interface to create and manage repository and the logical

star-schemas• Metadata Repository (semantic layer) file contains the• Business logic, connections, security configurations etc.• Uses ODBC connectivity to connect to data sources• OBIEE uses Ralph Kimball’s Star-Schema methodology

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• OBIEE 11g implements the common security architecture as the rest of Fusion Middle ware tech stack.

• A embedded LDAP Identity Store stores users and groups• A Policy Store file stores Application Roles and Grants• A Credential Store files stores users and system credentials

Authentication• Launch Weblogic console as http://machinename:port/console.• On the left pane select Security realms. On the right pane, click the myrealm• Switch to Users and Groups tab. Click New to add a new user obieeuser and provide a

password. Click OK.• Click on obieeuser. Switch to the Groups tab and add the groups BIAdministrator,

BIAuthors, BIConsumers. Click Save.• Launch Presentation Services URL and connect as obieeuser. Logout of presentation

services and login as weblogic.

Authorization

Authorization assigns privileges to users and this section demonstrates how Analysis can be secured

OBIEE 11G Security

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Basic Login process of OBIEE

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Technical Pre-requisites• It requires a suitable personal system (Desktop / Laptop) to

load the OBI 11g software for the training – see below for minimum specification. Note that if the system does not meet this minimum specification then system performance will degrade.

• Minimum 4GB RAM. 25GB free disk space• Internet Explorer 7• VirtualBox (the latest version)• Downloadable from http://www.virtualbox.org• WINRAR or 7zip• Downloadable from http://www.win-rar.com/download.html• Downloadable from http://www.7zip.com/

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End of Module

Thank youThank you