Defining a Roadmap for Migrating to Oracle BI Applications on ODI

Defining a Roadmap for
Migrating to Oracle BI
Applications on ODI
Patrick Callahan
AST Corporation
IOUG BIWA 2016 - Slide 1

Agenda
 Introduction
 The BI Apps 11g Architecture
 Migration/Upgrade Approaches and Options
 Best Practices
 Closing Remarks

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A Quick Poll…
 How many of you have BI Applications 7.9.x?
 How many of you have more than 1 module/app?
 How many of you have non-Oracle DB sources?
 How many of you have started assessing or even

implementing BI Applications 11g on ODI?

The BI Apps 11g Architecture
and What’s New

Oracle’s Pre-Built BI Applications

Oracle BI Apps - a ‘Bridge’ to Fusion/Cloud ERP
Transactional
View Objects
Future >
Existing Apps
Oracle BI
Applications Fusion/Cloud Applications
OTBIE (?)
• Increase analytical capability today
• Maximize value of current investments
• Consolidate data – single version of the truth
• Ease the transition to Fusion applications
• Lowers risk – same analytical apps & platform

What’s New in BI Applications 11g
Fusion Applications Indirect Spend Planning
Procurement and Spend for JDE Student Information Analytics

 Financials: Fixed Assets, Budgetary Analysis
 HR: Time & Labor, Payroll Analysis, Talent Profile
 Projects: Resource Management, GL reconciliation
 CRM: Service Contracts, Price Analytics for EBS
 Procurement & Spend :Sourcing
 Supply Chain: Costing, Inventory Aging, etc.
New Source Adapters New Applications New Content Enhancements
 GUI Based Configuration

 Functional Setup Tool
Oracle Oracle Data  Performance and Configuration
GoldenGate Integrator Enhancements
New OBIEE Technology New Data Integration New TCO Tools and Certifications

Oracle BI Applications 11g
 Very significant BI Applications release and
re-architecture
 Significant expansion of content and new
products with each release
 Completely re-architected solution
leveraging the power of ODI
 Number of new out-of-the-box tools to
increase productivity and drive down TCO
 Golden Gate option available for customers
that have significant ETL time pressures

BI Applications 11g Architecture

Data Integrator for Oracle BI Apps
 Easily & Elegantly Embedded
• Runs native to SOA and Oracle Application stack technologies
• 100% Java, JEE and JSE Deployment Modes
• E-LT Architecture means no data choke points in mid-tier
 Heterogeneous Database Platforms

• Native Support for Oracle and Non-Oracle Databases
 Faster and Simpler Architecture for High-End Warehouses

• E-LT Architecture is Superior to Load Data Warehouses Faster
• Transformations can run anywhere: Sources, Mid-Tier or Targets
 Flexible Batch or Real-Time Data Flows

• Common design point and easy migration to real-time data flows
• Automatically generates DB CDC or best-of-breed (with GoldenGate)

Why Migrate To BI Applications 11g?
 ODI is Oracle’s standard going forward

 Modernized configuration and administration
facilities
 Promise (hope) of simple, 1-click upgrades
 More content available
 Near real-time options
 You’re an Oracle ERP shop

Introducing the BI Apps SDS Architecture
‘Source Dependent Data Store (SDS)’ - a separate schema on the BI Apps DW
database that is a replication of the source OLTP systems tables + deletes +
additional optimizations for incremental ETL
GoldenGate – a service on both database systems that performs:

1. On the source database system - continuous asynchronous change data capture
'CDC' at a low level in the database, then compresses and ships the changed
data across the network to…
2. On the target database system - receives the changed data from one or more
source systems and loads them into the target database (into the SDS schemas, 1
per source).
Note: GoldenGate is optimized for replication, not complex ETL, so ODI is

absolutely required.

BI Apps DW ETL Architecture with Standard ODI

BI Apps DW ETL Architecture + SDS (Golden Gate)
Optimized ETL
for local SDS
Generated based on a customers Optimized for

BI Apps deployment Incremental ETL

Data Lineage Analysis
 Improves Information
transparency across enterprise
 Allows customers and
implementers to track lineage
from source to target

Performance: Parallel Index Builds
 Table maintenance process re-
designed for parallel execution
Multiple parallel load plan
sessions applied on same table
so that each session can rebuild
a different set of indexes
(speeds up time taken to
rebuild table indexes).
 Load Plan Generator
enhanced to generate child
table maintenance processes
for every fact / dimension.

Performance: Fact Partitioning
 Fact Partitioning IKMs and Partition Aware indexing
• Only bitmap indexes that need to be disabled are disabled and rebuilt
• Saves unnecessary index rebuild and significantly reduces time for incremental
refresh.
 Bitmap indexes
• 11.1.1.7.1 the E-LT disables bitmap indexes prior to incremental load to avoid
row locking. Once load is complete, it rebuilds those disabled indexes.
• 11.1.1.8.1+ behavior - With partitioning on fact table, bitmap indexes are built
as local rather than global. During incremental fact load the IKM only disables
the local indexes on the partitions that will have incoming changes.
• If a customer has 5 years of data, partitioning by month, and an incremental
run is changing the data in only 2 month partitions, the amount of indexes that
will be disabled is 3.3%

Data Integration Options
 Oracle Data Integrator provides
• In-database E-LT Transformation vs. E-T-L
• Best in class performance, scalability, availability
• Lightweight deployment for lower TCO
• Faster time-to-value through declarative design
 Oracle Golden Gate option for BI Apps

• Reduce load on source system by streaming data continuously into
persistent store in the DW
• More reliable change data capture and delete support
• Enables near real time DW refresh

Oracle BI Applications Process Flow

Tools to Accelerate Deployments
 Configuration Manager
• Administrative UI to manage
system configuration for your
BI Applications
 Functional Setup Manager

• Administrative UI to track &
manage implementation
projects and required
functional setup steps

Types of Functional Configurations
 Functional Configurations - Calendar, Currencies,

UOM, Group Account Number, Hierarchies, Code
Standardizations/LookUps
 Functional Configuration Types
• Data Load Parameters
o GRAIN, GLOBAL_CURRENCY_CODE, MASTER_ORG
• Domain Mappings (LookUps)

o Code Standardization
o Example: Code values for GENDER column in Source map to BI Apps defined
codes for W_GENDER column in Warehouse

BI Applications Configuration Manager
 A centralized (Thin client/web application) console

to
• Simplify Configuration Process
• Minimize manual Setups and Configurations
• Generate list of necessary configurations based on BI Application
being configured and user selections
• Provide check lists and validations of all necessary tasks
• Reduce dependency on Documentation

Configuration Manager

Functional Setup Manager

Where Setups Are Performed

Migration/Upgrade Approaches
and Options

Understanding Where Your Are Starting From…
 What version of BI Applications are you on?

 Which BI Application modules are in use?
 How much customization exists today?
• DW
• ETL
• BI Content
 Who defined the requirements previously?

• Are they still around?

Understanding the Future of Your BI Apps…
 Which BI Application modules are expected?

• Expansion and/or discontinuation?
• Interest in new content?
 Additional technical/business requirements

• Near real-time
• Cloud deployment
 Future of source systems

• Upgrades anticipated?
• “Ease the transition to Fusion (Cloud ERP) applications”

Key Considerations
 OBIEE version
• Are you on 11g already?
 Source applications
• EBS, PSFT, JDE, etc.
 Source databases
• Oracle, SQL
 Level of customizations
• DW, ETL and BI Content
 Historical Data in DW
 Resources and their skills
Option 1 – Upgrade to Latest 7.9.6.x version
 Latest version is 7.9.6.4 with Informatica

 Consider if timing for move to ODI is not right
• E.g. ERP upgrade forthcoming
 Utilize “Upgrade Guide for Informatica PowerCenter

Users” documentation
 Less effort, but delaying the inevitable
• Well-understood upgrade scripts/steps exist (but, are not perfect)
• Still need to handle customizations

Option 2 – Re-Implement 11g Version with ODI
 Install BI Aps 11g into new environment

• Complete core, ‘vanilla’ configuration (decide on modules)
 Analysis and Planning

• Perform map and gap
• Develop a plan
• Data conversion approach
 Design and Build Customizations

 Initial loads and/or data conversion

Option 3 – Hybrid
 Implement select modules in 11g

 Keep select modules on 7.9.6.x
 Seems more viable for customers with both ERP and
CRM Analytics
• Where one side has more customizations than the other
• Where some business applications may be transitioning to the
Cloud in the future or being upgraded

Data and ETL Considerations
 Consider ‘fresh’ data loads (optimal)

• Extra, historical years, if needed
 Historical custom data

• Migration scripts needed, if data is needed
 Snapshot data in older DW model

• Migration scripts needed, if data is needed
 Need to categorize DW and ETL customizations

• See next slides (or consider automated tools)

Breakdown of Custom ETLs (now E-L-Ts)
 First, breakdown customizations into complexities:

Fact-Based Dimension-Based
Extension SDE Medium/High Medium
Extension SIL Medium Low/Medium
Net New SDE Medium/High Low/Medium
Net New SIL High Medium
• If you don’t have details, you likely need to make assumptions of

differing complexity levels

BI Apps Common ‘Customization Types’

Category 1: Adding Columns to Existing BI Apps Tables
 Involves extracting additional columns from source

systems for which pre-packaged adapters are
included
• BI Apps recognize 2 types of customizations: Extensions and
Modifications
o Extensions are used to add new columns to existing tables
o Modifications are changes to existing delivered logic (not recommended)
 Complexity: Easy

Category 2: Adding New Fact or Dimension Tables
 Involves creating new data warehouse tables

 Involves relating these new tables to existing star
schemas or creating new ones (modeling)
 May be sourcing data from packaged source
system (i.e., Oracle EBS) or non-packaged source
system
 Complexity: Medium-to-Hard

BI Content Considerations
 Analyze custom BI content

• Usage metrics are helpful
 Don’t necessarily need to throw custom content

away
• Leverage Repository (RPD) compare and merge features
• Need to allocate time to fix custom BI content
 Take this opportunity to ‘clean up’ RPD and catalog

 Migration of security is needed

Other Considerations
 Build internal skillset
• Learning new configuration tools not that difficult (easier than the
DAC)
• New ODI skills – consider technical training
 Change Management for Users
• May be needed if OBIEE being upgraded or new subject areas being
rolled out
 Timing
• Alignment with other initiatives may make sense
 (Regression) Testing
• Leverage new Baseline Validation Tool that comes with 12c?

Best Practices

Tips: Map and Gap / Assessment
1. Gather reporting/analytics requirements

2. Perform and “map and gap” against the pre-built
BI Apps content
3. Assess needs for extensions and customizations
• Interrogate custom/flex fields (DFFs/SITs/EITs)
• Challenge ‘old’ requirements

Tips: Getting Started
1. Overcome infrastructure hurdles as soon as

possible
• Get BI Apps installed and “talking” right away
2. Don’t start configurations unless valid data is

available (Orgs, Acct Structure, Product, etc.)

Tips: Configuration and Design
1. Complete “core” configurations and expand one

module at a time
• Initial Goal: a “clean” initial load
• Then, expand to additional modules
2. Be consistent and pragmatic with designs – follow

BI Apps Standards

Maintain Modeling Standards
Reference the Oracle Business Analytics Warehouse
Data Model Reference

Tips: Be Prepared to Extend Effectively
1. Follow the BI Apps standards

2. OBIEE and ETL (ODI) skills are needed
 Technical training recommended
3. Ensure all extensions/customizations are

documented
 Update old documentation accordingly

Tips: Report and Dashboard Development
1. Let the pre-built reports and dashboards sink in for

users
• Rebuilding legacy reports can often be avoided
2. Help end users, especially super users, learn how to

build reports

Closing Remarks

Lessons Learned & Recommendations
 Utilize Best Practices and Industry Standards
• There are many great sources and pre-built solutions help
 Data Validation & Acceptance Is Crucial
 Focus on Organizational Change Management
• Consider initiatives to improve adoption
 Provide Capabilities for Different Users
• Ad-Hoc capabilities for “super users”
• KPI dashboards for senior management and executives
• Interactive dashboards and pro-active alerts for management (detailed data must
be made available)
 Derive the “Right-Sized” Scope and Rollout Plan
• Consider a multi-phase roadmap and piloted rollout

BI is a Process…an Evolution!
Gather Data
Assets
Consolidate
Take Action
Information
Derive Analyze and

Strategies Report Insights

THANK YOU!
Patrick Callahan
Vice President, Business Intelligence & EPM
pcallahan@astcorporation.com
www.astcorporation.com

Defining a Roadmap for Migrating to Oracle BI Applications on ODI

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Defining a Roadmap for Migrating to Oracle BI Applications on ODI

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Defining a Roadmap for

IOUG BIWA 2016 - Slide 1

IOUG BIWA 2016 - Slide 2

2014, 2012 Best &

IOUG BIWA 2016 - Slide 3

 How many of you have BI Applications 7.9.x?

 How many of you have more than 1 module/app?

 How many of you have non-Oracle DB sources?

 How many of you have started assessing or even

IOUG BIWA 2016 - Slide 4

IOUG BIWA 2016 - Slide 5

IOUG BIWA 2016 - Slide 6

IOUG BIWA 2016 - Slide 7

Procurement and Spend for JDE Student Information Analytics

New Source Adapters New Applications New Content Enhancements

 GUI Based Configuration

IOUG BIWA 2016 - Slide 8

IOUG BIWA 2016 - Slide 9

IOUG BIWA 2016 - Slide 10

 Heterogeneous Database Platforms

 Faster and Simpler Architecture for High-End Warehouses

 Flexible Batch or Real-Time Data Flows

IOUG BIWA 2016 - Slide 11

 ODI is Oracle’s standard going forward

IOUG BIWA 2016 - Slide 12

GoldenGate – a service on both database systems that performs:

Note: GoldenGate is optimized for replication, not complex ETL, so ODI is

IOUG BIWA 2016 - Slide 13

IOUG BIWA 2016 - Slide 14

Generated based on a customers Optimized for

IOUG BIWA 2016 - Slide 15

IOUG BIWA 2016 - Slide 16

IOUG BIWA 2016 - Slide 17

IOUG BIWA 2016 - Slide 18

 Oracle Golden Gate option for BI Apps

IOUG BIWA 2016 - Slide 19

IOUG BIWA 2016 - Slide 20

 Functional Setup Manager

IOUG BIWA 2016 - Slide 21

 Functional Configurations - Calendar, Currencies,

• Domain Mappings (LookUps)

IOUG BIWA 2016 - Slide 22

 A centralized (Thin client/web application) console

IOUG BIWA 2016 - Slide 23

IOUG BIWA 2016 - Slide 24

IOUG BIWA 2016 - Slide 25

IOUG BIWA 2016 - Slide 26

IOUG BIWA 2016 - Slide 27

 What version of BI Applications are you on?

 Who defined the requirements previously?

IOUG BIWA 2016 - Slide 28

 Which BI Application modules are expected?

 Additional technical/business requirements

 Future of source systems

IOUG BIWA 2016 - Slide 29

 Latest version is 7.9.6.4 with Informatica

 Utilize “Upgrade Guide for Informatica PowerCenter

IOUG BIWA 2016 - Slide 31

 Install BI Aps 11g into new environment

 Analysis and Planning

 Design and Build Customizations

IOUG BIWA 2016 - Slide 32

 Implement select modules in 11g