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Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial

Book Description

Utilizing the full potential of the Oracle Business intelligent Enterprise Edition is in easy reach with this tutorial. From first principles right through to developing your own tools, it’s the complete guide for beginners and intermediates.

  • Get to grips with the OBIEE 11g suite for analyzing and reporting on your business data

  • Immerse yourself in BI upgrading techniques, using Agents and the Action Framework and much more in this book and e-book

  • A practical, from the coalface tutorial, bursting with step by step instructions and real world case studies to help you implement the suite’s powerful analytic capabilities

  • In Detail

    The Oracle Business Intelligence Enterprise Edition 11g (OBIEE) suite delivers a full range of analytic and reporting capabilities, coupled with powerful user experience for creating reports, dashboards and more with your business data. "Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial" will have you unleashing that power in no time, helping you to take action and make the right decisions ataglance.

    "Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial" provides you with valuable insight and the step-by-step know-how you need to take advantage of everything the Oracle BI suite has to offer you, all utilizing real world case studies for a true implementation in action.

    "Oracle Business Intelligence Enterprise Edition 11g: A Hands- on Tutorial" takes you on a journey right from inception to a full working OBI 11g System. Using a real-world data walkthrough you’ll explore topics like architecture, reporting and leveraging Essbase as a data source, as well as building the Oracle BI 11g metadata repository (RPD), and developing reports and dashboards in the new Fusion Middleware interface. This practical implementation guide equips you with from the coalface advice which will help you achieve a successful working application by journey’s end.

    Table of Contents

    1. Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial
      1. Oracle Business Intelligence Enterprise Edition 11g: A Hands-On Tutorial
      2. Credits
      3. About the Authors
      4. About the Reviewers
      5. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      7. 1. Understanding the Oracle BI 11g Architecture
        1. Looking backward and looking forward
        2. Let's look at the big picture
        3. What is Oracle Fusion Middleware?
        4. An application server by any other name
        5. A database repository — for what?
        6. Overall components
          1. Java components
          2. System components
        7. WebLogic Server
          1. A few software nuances
          2. WebLogic Domain
          3. WebLogic Administration Server
          4. WebLogic Managed Server
          5. WebLogic Node Manager
          6. System tools controlled by WebLogic
        8. Oracle Process Management and Notification system
        9. Security
          1. Backwards compatibility
          2. Managing by application roles
          3. Security providers
            1. Identity Store
            2. Credential Store
            3. Policy Store
        10. System requirements
          1. Client Tools
          2. Multiuser Development Environment
          3. Certification matrix
        11. Scaling out Oracle BI 11g
          1. Preconfiguration run down
            1. Shared storage
          2. Clustering
          3. Vertical expansion versus horizontal expansion
          4. Oracle BI Server (system component) Cluster Controller
          5. Failover and high availability
          6. Enterprise deployment guide
        12. Directory folder structure
          1. Log files (diagnostics)
          2. Configuration files
        13. A review — what I should now know!
        14. Additional research suggestions
        15. Summary
      8. 2. Installing the Metadata Repository
        1. Repository Creation Utility (RCU)
          1. What is the metadata store?
            1. Technical metadata
            2. Business metadata
            3. Process metadata
          2. Oracle Metadata Services (MDS)
          3. Repository schemas
          4. Non-repository metadata
          5. Downloading the software
        2. Running the RCU
          1. Setting up your database
            1. Oracle
            2. MS SQL Server
          2. Preparing for your installation
            1. Linux
            2. 64 bit Linux
          3. Standard installation steps
          4. Adding repositories
          5. Customizing your installation
            1. Other common changes
            2. Schema installations
            3. Oracle CREATE USER Script
          6. Silent installation
            1. Example creation
          7. Useful scripts
            1. Usage tracking script
        3. A review — what I should now know!
        4. Summary
      9. 3. Installing on Windows Server 2008
        1. Installation media
        2. System requirements
        3. Installation
        4. A review — what I should now know!
        5. Summary
      10. 4. Installation Options
        1. Oracle BI on its own server
          1. High availability and failover planning
        2. Simple versus Software Only Installation
          1. Software Only Install
            1. Installing your own JDK
          2. Simple Install
          3. Silent installation
        3. Custom static ports
          1. Creating your own staticports.ini file
        4. Installing Oracle BI 11g on *Nix
        5. Listening on port 80
          1. Ensuring IIS web server Role Services are installed
          2. Getting the WebLogic Server Proxy IIS plugins
          3. Creating and configuring an IIS Website
          4. Enabling compression in IIS 7.x
        6. Automate starting and stopping
          1. Leveraging the WebLogic Server Windows Service installer command
          2. Creating start-up and shutdown scripts
          3. Creating desktop shortcuts
          4. Creating boot.properties files
        7. Ancillary application integration awareness
        8. Recommendations for further learning
        9. A review — what I should now know!
        10. Summary
      11. 5. Understanding the Systems Management Tools
        1. Let's talk about management tools
        2. WebLogic Server Administration Control
          1. First access and checkpoint
          2. Servers
          3. Clusters
          4. Machines, IP address, or DNS
          5. Data sources or JDBC connections
          6. Security realms
          7. WebLogic Server is its own application
        3. Using WLST
        4. Enterprise Manager Fusion Middleware Control
          1. Getting around in EM
            1. BI Foundation Domain dashboard
          2. Coreapplication
            1. The Overview tab
            2. The Availability tab
              1. Process
              2. Failover
            3. The Capacity Management tab
              1. Metrics
              2. Scalability
              3. Performance
            4. The Diagnostics tab
              1. Log Messages
              2. Log Configuration
            5. The Security tab
            6. The Deployment tab
              1. Presentation
              2. Repository
              3. Scheduler
              4. Marketing
              5. Mail
          3. Managing Oracle BI 11g artifacts
            1. Creating a new Presentation Catalog
            2. Deploying an existing Presentation Catalog
            3. Deploying an RPD
            4. Starting/stopping system components
            5. Checking the logs
        5. Creating the Tennis users, roles, and associations
          1. Creating users and groups in WLS
          2. Assigning users to groups
          3. Creating and assigning application roles
        6. Configuring an LDAP identity provider in WLS
          1. Setting up the identity provider
          2. Establishing Fusion Middleware Control security linkage
          3. Restarting the WebLogic Server and Managed Server
          4. Assigning the LDAP Service Account Role Privileges
          5. JMS modules for BI Publisher communication
          6. Refreshing Presentation Catalog GUIDs — sync it up!
        7. JMX, MBeans, and Java
        8. Migrating FMW Security to other environments
          1. FMW core security files
          2. Project Amelia
            1. Downloading Project Amelia
            2. Getting the FMW Security file
            3. Running the script and generating the WLST script
            4. Migrating the security script and running it on the target server
          3. FMW Security Import/Export utility
            1. Using the Security Realm Migration utility
            2. Using the migrateSecurityStore function via WLST
        9. Oracle BI Publisher system management
        10. Monitoring system performance
        11. Have a backup plan!
        12. Recommendations for further learning
        13. A review — what I should now know!
        14. Summary
      12. 6. Upgrading the RPD and Web Catalog to 11g
        1. Upgrading an RPD and Web Catalog
        2. Upgrade Assistant
        3. Verification
        4. Upgrading BI Scheduler
        5. Manual migration
        6. Consistency check
        7. Security
        8. Regression testing
          1. Unit test
          2. Full regression testing
          3. User Acceptance testing
        9. A review — what I should now know!
        10. Summary
      13. 7. Reporting Databases
        1. Theories and models
          1. Reporting databases
            1. Relational modeling
            2. Dimensional modelling
          2. Why is database theory important?
        2. Designing your database — objectives, rules, and goals
          1. Objectives
          2. Rules
            1. Rule 1 — complete dimensions
            2. Rule 2 — build generic tables
            3. Rule 3 — partition large tables
            4. Rule 4 — prudent indexing
            5. Rule 5 — aggregate everything
            6. Rule 6 — constant analysis of usage and accuracy
            7. Rule 7 — manage statistics
            8. Rule 8 — understand the granularity
          3. Goals
            1. Goal 1 — keep it simple
            2. Goal 2 — minimize type 2 slowly changing dimensions
            3. Goal 3 — use data, not functions
            4. Goal 4 — minimize joins
            5. Goal 5 — reduce snowflaking
            6. Goal 6 — make it flexible
          4. Design summary
        3. Creating a warehouse
          1. Source system assessment
          2. Warehouse design
            1. Warehouse tables
              1. The Match star
              2. The Tournament star
            2. Populate and tune
            3. Monitor and maintain
        4. Some definitions
        5. A review — what I should now know!
        6. Summary
      14. 8. Developing a BI Repository
        1. Prerequisites
        2. Repository architecture
          1. Physical layer
          2. Business layer
          3. Presentation layer
        3. Physical layer
          1. Creating an RPD and importing metadata
          2. Elements of the physical layer
            1. Database object
            2. Connection pools
            3. Physical catalog and schemas
            4. Physical tables
            5. Physical join
          3. Consistency check
          4. Table aliases and naming conventions
        4. Business layer
          1. Business model
            1. Logical tables
            2. Logical table sources
            3. Logical columns
            4. Logical joins
            5. Dimension hierarchies
        5. Presentation layer
          1. Subject areas
          2. Best practices in the presentation layer
            1. Aliases
          3. Implicit fact
        6. Calculated measures
          1. Logical column calculation
            1. Expression Builder
          2. Physical column calculation
          3. Time series measures
          4. Level based measure
        7. Federated and fragmented content
          1. Vertical federation — aggregation or level based
          2. Horizontal federation
          3. Fragmentation
            1. Fragmentation example — content based
        8. Variables and initialization blocks
        9. A review — what I should now know!
        10. Additional research suggestions
        11. Summary
      15. 9. Features of the Presentation Catalog
        1. Integrated tools
          1. Analysis
          2. Dashboards
          3. Published reporting
          4. Actionable Intelligence
          5. Performance management
          6. Marketing
          7. Mapping
          8. Administration
          9. Briefing books
          10. Search
          11. Help
          12. Office integration
        2. The Home screen
          1. Common links
          2. Existing object links
          3. Create objects
          4. Browse catalog
          5. Helpful links
        3. Administration
          1. Groups and users
          2. Privileges
            1. Full privileges list
          3. Session management
          4. Maintenance and troubleshooting
            1. Issue SQL
        4. The Presentation Catalog
          1. Structure of the Presentation Catalog
            1. Hidden items
            2. File management
            3. XML files
            4. Object copying
            5. Multiple personal dashboards
            6. Catalog deployments
          2. Securing catalog objects
            1. Permission inheritance
            2. Practical steps to object security
        5. A review — what I should now know!
        6. Summary
      16. 10. Creating Dashboards and Analysis
        1. Analysis versus Reporting
        2. Creating an Analysis
          1. Analysis Editor
            1. Criteria Tab
            2. The Results tab
          2. Filters
            1. Selection Steps
          3. Saving an Analysis
          4. Basic table formatting
          5. Bins
          6. Pivot Tables
          7. Graphs
            1. Sectioned views
            2. View prompts and section sliders
            3. Conditional Formatting
        3. Building Dashboards
          1. Creating a dashboard
          2. Dashboard builder
          3. Editing a dashboard
          4. Adding a page
          5. Report Links
          6. Dashboard Prompt
          7. Presentation variable
          8. Protected and "is prompted" filters
          9. Repository/Session variable
        4. Some advanced options
          1. Column Selector
          2. View Selector
          3. Master-detail linking
          4. Hierarchical columns
        5. Security
          1. Object security
          2. Data security
        6. Design — best practices
        7. Additional research suggestions
        8. A review — what I should now know!
        9. Summary
      17. 11. Agents and the Action Framework
        1. Agents
        2. Actions
          1. BI navigation
          2. Web navigation and passing a parameter
          3. Conditionality
          4. Note on invoke actions
        3. A review — what I should now know!
        4. Additional research suggestions
        5. Summary
      18. 12. Developing Reports Using BI Publisher
        1. Don't miss the installation integration checkpoint!
        2. Where BI Publisher excels?
          1. What's all this XML talk?
        3. Yes, BI Publisher is now Published Reporting
        4. Oracle BI Foundation versus Oracle BI Publisher
        5. New features and enhancements
          1. Improved Oracle BI 11g look and feel
          2. Interactive Viewer
          3. Dynamic upload and source from MS Excel spreadsheets
          4. Leveraging LDAP user attributes in queries
          5. Sharing a Presentation Catalog with Oracle BI 11g
          6. Data Model Editor
          7. Leverage view objects — Application Development Framework
        6. Report design basics, terminology, and locations
          1. Report design components
            1. Data model
            2. Layout
            3. Properties
            4. Translations
          2. Where to administrate BI Publisher
          3. Default embedded BI Publisher configurations
          4. Where to build a data model
          5. Where to add a data source connection
          6. What is a JNDI data source?
        7. Let's get publishing
          1. Administration management of BI Publisher
            1. Accessing the BI Publisher Administration page
            2. Verifying application roles
            3. Creating the Tennis data source JDBC connection
            4. Creating a File (XLS) data source
            5. Verifying application role data source privileges
          2. Setting up a data model
            1. Creating a new Presentation Catalog folder
            2. Creating a new data model
            3. Creating a SQL query data set
            4. Adjusting data set display names
            5. Creating a parameter
            6. Creating a list of values
            7. Connecting the parameter to the list of values
            8. Getting the sample data
          3. Creating a BI Publisher report using Layout Editor
        8. Auditing and monitoring BI Publisher
          1. Modifying a few configuration files
            1. Connecting to the Audit Framework
          2. Enabling Audit Policy in the Fusion Middleware Control Enterprise Manager
            1. Viewing the auditing log file
        9. BI Publisher nuances
          1. Timeout issues
          2. Connecting to Oracle BI server data sources
          3. BI Publisher Application Programming Interface (API)
          4. BI Publisher Scheduler
          5. High availability
        10. A review — what I should now know!
        11. Additional research suggestions
        12. Summary
      19. 13. Customizing the Style of Dashboards
        1. What's the idea?
        2. Multiple skins and styles in one environment
        3. A strategy for something seemingly simple
          1. Involve the Marketing department
          2. Don't boil the ocean
          3. Speed to implementation
          4. Build a focus group
        4. General knowledge and tools
        5. Third-party tools
          1. Oracle JDeveloper skinning tool
          2. BI Consulting Group Identity product
        6. Hands-on — go time!
          1. Overview
          2. Let's talk about tools and assumptions
          3. Locating existing styles and skins
        7. Developing/designing a new look and feel
          1. Getting analyticsRes deployed
          2. Good artists copy, great artists steal
          3. Modifying instanceconfig.xml
          4. Modifying skins and styles
            1. Changing the banner color
            2. Changing the global header menu link's color
            3. Changing the header separator bar
            4. Changing the header brand name
            5. Changing the Login page background
          5. Restarting Presentation services
            1. Restarting Presentation services from the command line
            2. Restarting Presentation services from Enterprise Manager
            3. Viewing the results
            4. Configuring a custom message
              1. Creating new language specific folders
            5. Refreshing metadata files and custom messages
            6. Wrap it up!
        8. Advanced learning topics
          1. Firebug
          2. NetBeans IDE
          3. Formatting CSS (prettify)
          4. NQ_SESSION.SKIN and NQ_SESSION.STYLE session variables
          5. AnalyticsRes Application Caveat
        9. A review — what I should now know!
        10. Summary
      20. 14. Improving the Performance
        1. What is poor performance?
          1. Where can I improve the performance?
            1. Hardware
              1. Full Speed Ahead
            2. Database
            3. BI Server
          2. More performance tips
          3. The use of cache
            1. Setting up the cache
          4. Web servers on top
          5. Domain setup
        2. A review — what I should now know!
        3. Summary
      21. 15. Using the BI Admin Change Management Utilities
        1. Problems with multiple developers
        2. Merges
          1. Three-way merge
          2. Two-way merger
        3. Multi-User development
          1. Online development
            1. Advantages and disadvantages
          2. Multi-User development
            1. Advantages and disadvantages
        4. A review — what I should now know!
        5. Additional research suggestions
        6. Summary
      22. 16. Usage Tracking
        1. What is usage tracking?
        2. System setup
          1. Setting up the database table
            1. Additional data
            2. Setting up the BI Server repository
            3. Updating the BI Server's configuration file
            4. Analyzing the usage
            5. Usage measures
        3. A review — what I should now know!
        4. Summary
      23. 17. Oracle Essbase and OLAP Integration
        1. A bit about OLAP
          1. Competition
          2. MOLAP, ROLAP, HOLAP, XOLAP
          3. Essbase's entrenched past
        2. Oracle Essbase Studio
        3. Oracle BI SampleApp v107+ VM image
        4. Getting started — let's get set up
          1. Prepping the VM image
            1. Starting the virtual machine image
            2. Starting up Essbase
            3. Starting up Essbase Administration Services (EAS)
          2. Prepping Essbase
            1. Creating the base Essbase application and database
            2. Migrating the Essbase files
            3. Validating the Outline
            4. Loading data into the cube
          3. Anything needed to prep the Oracle BI Server?
        5. Modeling Essbase into Oracle BI
          1. A bit of Essbase to Oracle BI knowledge
          2. Importing Essbase as a data source
          3. A few OLAP adjustments before modeling
            1. Flattening the Measure dimension
            2. Getting the UDAs
            3. Dimension and hierarchy types
          4. Getting a quick win
          5. Incremental importing of Essbase metadata
        6. Federation of data
        7. Oracle BI/EPM roadmap
          1. Workspace integration
          2. Software license combo
        8. A review — what I should now know!
        9. Additional research suggestions
        10. Summary
      24. A. Programs and Definitions
        1. Stress testing
          1. XML — a better approach
            1. biserverxmlgen
            2. biserverxmlexec
            3. biserverxmlcli
          2. Working example using XML
        2. More repository management
        3. Admin tool
        4. A review — what I should now know!
        5. Summary
      25. B. Useful Resources: Join the Oracle BI Movement
        1. This book's resources
          1. OBI11gBook.com forums
          2. Author blogs
          3. Other Oracle BI practitioner blogs
          4. Oracle development team blogs
        2. Oracle BI user groups
          1. Oracle Development Tools Users' Group (ODTUG)
          2. Oracle Applications Users' Group (OAUG)
          3. Independent Oracle User Groups (IOUG)
          4. International Oracle Users' Group Community (IOUC)
        3. Conferences
          1. Oracle Open World (OOW)
          2. COLLABORATE
          3. KScope
          4. RittmanMead BI Forum
        4. Join the movement
        5. Further reading
        6. Summary